Michael B. Greenwald is Director at Tiedemann Advisors. He is a fellow at Harvard Kennedy School's Belfer Center for Science and International Affairs. From 2015-2017, Greenwald served as the US Treasury attaché to Qatar and Kuwait. Michael earned a Juris Doctor degree from Boston University School of Law, a Master of Arts from Boston University’s Frederick S. Pardee … Continue reading Michael B. Greenwald
Category: Bios
Kevin Matz
Mr. Matz is a Partner at the law firm of Stroock & Stroock & Lavan LLP in New York City. His practice is devoted principally to domestic and international estate and tax planning, family offices and qualified opportunity zone (QOZ) funds and he is a Fellow of the American College of Trust and Estate Counsel … Continue reading Kevin Matz
Nicole Pursley
Nicole Pursley is a Senior Analyst with Wilmington Trust and is responsible for developing customized wealth management strategies for high net worth clients. Nicole holds a Juris Doctor from Widener University Delaware Law School and a Master of Laws (LL.M.) in Taxation and an Estate Planning Certificate from Temple University Beasley School of Law. She … Continue reading Nicole Pursley
Elizabeth C. Henry
lhenry@chestnutcambronne.com Experience Elizabeth (Lisa) Henry is a partner at Chestnut Cambronne who specializes in the areas of civil litigation, commercial litigation, elder law, estate and trust litigation, guardian and conservatorships, and business representation. She graduated Phi Beta Kappa from St. Catherine University and went on to earn a Master of Arts in Organizational Leadership before … Continue reading Elizabeth C. Henry
Francis J. Rondoni
Francis J. Rondoni (Frank) is a Partner and Shareholder at the law firm of Chestnut Cambronne PA, in Minneapolis, Minnesota. Mr. Rondoni has been a trial attorney and litigator for more than 38 years, practicing in the areas of Civil Litigation, Estate Litigation, Class Actions, with emphasis on Estate Litigation. Mr. Rondoni has also been a … Continue reading Francis J. Rondoni
Stuart C. Bear
Stuart C. Bear is a lawyer and the President of Chestnut Cambronne PA and holds a national reputation for providing the highest level of succession planning services for individuals and businesses. His practice specializes in wills, trusts, disability planning, powers of attorney, living wills, asset protection, and Medical Assistance planning. Stuart received his B.A. from … Continue reading Stuart C. Bear
Sarah Johnson
Sarah Moore Johnson, Esq. Birchstone Moore LLC Sarah Moore Johnson is a founding partner of Birchstone Moore LLC, a boutique law firm focusing on estate planning and estate administration. Mrs. Johnson is a leader in the Washington, DC estate planning community, serving in leadership roles within the DC Bar and as a Board Member and now … Continue reading Sarah Johnson
Cindy Charleston-Rosenberg
Cindy Charleston-Rosenberg, ISA CAPP Art Appraisal Firm LLC and ISA Private Client Services Group Cindy Charleston-Rosenberg ISA CAPP, President of the Art Appraisal Firm, brings more than twenty-five years of art market experience to the appraisal and management of important collections of American art. A member of the Appraisal Foundation's Board of Trustees, and a past … Continue reading Cindy Charleston-Rosenberg
Mark S. Klein
Mr. Klein, Chairman of the Firm, concentrates on New York State and New York City tax matters. He also has over 35 years of experience with federal, multistate, state, and local taxation. Mr. Klein splits his time between the Firm's New York City and Buffalo offices. Mark taught courses on state taxation and tax practice and … Continue reading Mark S. Klein
Daniel Kelly
Daniel Kelly is a senior associate in Hodgson Russ's tax practice area. Daniel counsels corporations and individuals on a wide range of tax matters, with a focus on New York state, New York City, Florida, and multistate tax planning and controversy. Daniel is licensed in New York and Florida, and can be reached at 716-848-1561 … Continue reading Daniel Kelly
Randy Abeles
Randy Abeles is a private client services partner in the RSM US Chicago office, and a member of the firm’s national family office team. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises family offices, owners of highly successful privately held businesses and other significantly high-net-worth investors. … Continue reading Randy Abeles
Virginia H. Grigg
Virginia H. Grigg Christian & Barton, LLP 909 E. Main Street, Suite 1200 Richmond, VA 23219 804-697-4154 vgrigg@cblaw.com Ms. Grigg is an attorney with Christian & Barton, L.L.P., where her primary area of practice is in trusts and estates. Ms. Grigg received her B.A., cum laude, from James Madison University and her J.D. from T. C. Williams … Continue reading Virginia H. Grigg
Eric L. Green
Eric L. Green is a partner with Green & Sklarz, a boutique tax firm with offices in Connecticut and New York. The focus of Eric’s practice is civil and criminal taxpayer representation. Eric is a past-chair of the Connecticut Tax Bar and a Fellow of the American College of Tax Counsel. He has the weekly Tax … Continue reading Eric L. Green
Susan M. Tillery
Susan M. Tillery, CPA/PFS is President & CEO of Paraklete® Financial, Inc. Paraklete®provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales.The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and President of Financial Planning Advocate, … Continue reading Susan M. Tillery
Jaclyn Lee
Managing Associate Editor jaclyn.lee@lewissaret.com Jaclyn Lee is a recent graduate of Georgetown University’s School of Foreign Service, where she majored in Science, Technology & International Affairs with a concentration in Energy and Environment and a certificate in International Development. She is the current Vice President of the Senegal-based nonprofit Natangué Sénégal and has worked in … Continue reading Jaclyn Lee
Guy E. Baker
Guy E. Baker Ph.D., MBA, CFP, is co-managing partner of BMI Consulting in Irvine California. Guy’s practice focuses on sophisticated estate, succession and compensation strategies for closely held businessowners and their key employees. A recognized expert in life insurance funding and financing, he has authored numerous articles and books on investments, sales psychology and business … Continue reading Guy E. Baker
Stanley Mountford
Stanley Mountford, is co-manager partner of BMI Consulting, LLC in Irvine California. Over the last forty years Stan has worked with hundreds of business owners on executive compensation, business succession and exit strategies with expertise in plan design, actuarial, accounting, relevant tax law and funding. He has authored numerous articles and is a nationally known … Continue reading Stanley Mountford
Annette Nellen
Annette Nellen, CPA, Esq., is a professor at San Jose State University where she also directs the graduate tax program (MST). She teaches courses on tax research, tax accounting methods, property transactions, individual taxation, ethics and tax policy. She is a prolific author and frequent presenter on tax law developments, new economy tax matters, disruptive … Continue reading Annette Nellen
Jessica Zhang
Associate Editor jessica.zhang@lewissaret.com Jessica is currently a Junior at Johns Hopkins University, double-majoring in International Studies and Economics and minoring in Social Policy. She has held summer internships at a criminal justice nonprofit in Baltimore City and at a progressive opposition research firm in Washington, DC. She is currently a Paralegal at the Law Office … Continue reading Jessica Zhang
Terrence M. Franklin
Terrence M. Franklin, Esq.: Terrence M. Franklin (“Terry”), Partner at Sacks Glazier Franklin & Lodise, is a seasoned attorney with nearly a quarter century of experience handling trust and estates and probate litigation, disputes and appeals. Terry has extensive trial and appellate experience, including successful published appeals and the landmark Moeller case, which was brought … Continue reading Terrence M. Franklin