Professional Advisory CouncilRecognizing that the advice and assistance of lawyers, accountants, financial and insurance planners, brokers/money managers, and other estate planners are critical to the future of philanthropy in Rhode Island, the Foundation consults with a 17-member Professional Advisory Council that currently includes:
James V. Aukerman, Esq.James V. Aukerman & Associates Wakefield |
Mary F. Bernard, CPAKahn, Litwin, Renza & Co. Providence |
Leon Boghossian, Esq.Hinckley, Allen & Snyder Providence |
Joanne M. DalyUBS Financial Services Providence |
Richard J. GladneyWells Fargo Advisors Providence |
W. Robert Kalander, Jr., CLU, ChFCNew York Life Providence |
John E. LearyEdward Jones Barrington |
Lillian Magee Lloyd, Esq.Visconti & Boren Providence |
William A. Maloney, CLU, ChFCMaloney Associates Warwick |
Joseph R. Marion, III, Esq.
Burns & Levinson Providence |
Jason P. Marshall, Esq.Paster & Harpootian Cranston |
Stephen O'Neill, Esq.
O'Neill Estate Law Providence |
Robert D. Oster, Esq.Oster & Naik Law Offices Lincoln |
Jean Saylor, CPABatchelor, Frechette, McCrory Michael & Co. Providence |
Daniel J. Syner, CPASullivan & Company Providence |
Robert TingleThe Tingle Group East Greenwich |
Robert E. Victor, CPAKahn, Litwin, Renza & Co., Ltd. Middletown |
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