Member Directory

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Terms of Use: The Membership Directory of the Estate Planning Council of Westchester County, Inc. (EPCWC) is provided as a service for use by its Members. Third-party use by non-Members is strictly prohibited. Members may use the Directory for the sole purpose of contacting, discussing and networking with other Members. The Membership List may not be used by any non-EPCWC Member, and may not be rented, sold, licensed or otherwise transmitted to any third-party for any purpose. Members are strictly prohibited from using the Membership List as a method of marketing commercial products or services to other Members. The distribution of unsolicited commercial e-mail (SPAM) to any Member(s) is strictly prohibited. In using the EPCWC site or Membership Directory, you are accepting the Terms of Use specified above.

Board of Directors

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  President
  Vice President
  Treasurer
  Secretary
  Immediate Past President
  Director
  Website Administrator

Committee Chairs

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  Bylaws Committee
  Program Committee
  Event Management Committee
  Marketing Committee
  Marketing - Sponsorship
  Marketing - Digital
  Marketing - New Member Development
  Marketing - Community Outreach
  Continuing Education Committee
  Membership Committee
  Nominating Committee
  Networking Committee
  NAEPC Liason
  EPCWC Newsletter Coodinator

Discipline Group

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  Accountancy Group
  Affiliated Professional Group
  Emerging Advisors Group
  Financial Planning Professional Group
  General
  Law Group
  Website Administrator

Member Groups

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  Core Group Members
  Emerging and Affiliated Members
  Student Members
  Administrator
  Nominating Committee
  Committee Chair
  Bylaws Committee
  Committee Chair
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  Program Committee
  Committee Chair
  Committee Member
  Program Committee - Next Year
  Committee Chair
  Event Planning Committee
  Committee Chair
  Committee Member
  Networking Committee
  Committee Chair
  Committee Member
  Marketing Committee
  Sponsorship Committee
  Committee Chair
  Committee Member
  Digital Marketing Committee
  Committee Chair
  Committee Member
  Membership Committee
  Committee Chair
  Committee Member
  Continuing Education Coordinators
  Committee Chair
  Committee Member
  New Member Development Committee
  Committee Chair
  Committee Member
  Check-In Coordinator
  Committee Chair
  NAEPC Liaison
  Committee Chair
  EPCWC Newsletter Coodinator
  Committee Chair
  Community Outreach
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Member Name Address Contact Info

Vivian P. DeLillo
TIAA-CREF

Financial Planning Professional Group
Senior Trust Administrator

 

730 Third Ave., 8th Fl
New York, NY 10017-3206

212-916-4490
E-mail

Caitlin Doherty
Northern Trust

Financial Planning Professional Group
Sr Relationship Advisor Manager

 

165 Mason Street
Greenwich, CT 06830

2038631428
E-mail

Robert L. Ecker
Ecker, Ecker & Associates, LLP

Esq.

Law Group

 

80 Business Park Drive, Suite 204
Armonk, NY 10504

(914) 273-0777
E-mail

Joanna C. Feldman
Maker, Fragale & Di Costanzo, LLP

Esq.

Law Group
Partner

 

350 Theodore Fremd Avenue
Rye, NY 10580

914-925-1010
E-mail

Bruce P. Fogwell, Jr.
Hudson Financial Group

Disclosure: Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Hudson Financial Group is not an affiliate or subsidiary of PAS or Guardian.

MBA

Affiliated Professional Group
Financial Advisor

 

580 White Plains Rd, Suite 205
Tarrytown, NY 10591

914.460.1227
E-mail

Anthony L. Garbuio
Goldstein Lieberman & Company, LLC

CPA

Accountancy Group
Managing Director

 

100 Summit Lake Drive
Suite 120
Valhalla, NY 10595

(914) 747-9000
E-mail

John P. Genn, III
Tompkins Financial Advisors

CTFA, AEP

Financial Planning Professional Group
Senior Trust Officer

 

1281 Route 9
Wappingers Falls, NY 12590

845-654-0211
E-mail

Eric P. Gies
Bank of America Private Bank

Affiliated Professional Group
Managing Director

 

55 Railroad Ave
Greenwich, CT 06830

203-219-1505
E-mail

Stephanie Giroux
Northern Trust Wealth Management

CFA

Financial Planning Professional Group
Senior Portfolio Advisor

 

165 Mason Street
Greenwich, CT 06830

203-863-1412
E-mail

Jay Howard Goldstein
Jay H. Goldstein, CPA

CPA, Esq.

Accountancy Group

 

1025 Westchester Avenue, Suite 403
White Plains, NY 10604

(914) 385-0230
E-mail

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Estate Planning Council of Westchester County
333 Mamaroneck Avenue #330
White Plains, NY 10605