Professional Advisory Council

Recognizing 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, CPA

Ryan
Providence

Leon Boghossian, Esq.

Hinckley, Allen & Snyder
Providence

Joanne M. Daly

UBS Financial Services
Providence

Richard J. Gladney

Wells Fargo Advisors
Providence

W. Robert Kalander, Jr., CLU, ChFC

New York Life
Providence

John E. Leary

Edward Jones
Barrington

Lillian Magee Lloyd, Esq.

Visconti & Boren
Providence

William A. Maloney, CLU, ChFC

Maloney 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, CPA

Batchelor, Frechette, McCrory Michael & Co.
Providence

Daniel J. Syner, CPA

Sullivan & Company
Providence

Robert J. Tingle, Jr., AIF ®

East Greenwich

Robert E. Victor, CPA

Kahn, Litwin, Renza & Co., Ltd.
Middletown
 
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