Board of Directors
Our Board of Directors is composed of senior executives from a diverse range of firms and organizations within the financial advisory industry, each of whom provides leadership and expertise as our organization continues to grow. Our board believes strongly in our mission and the importance of recognizing and rewarding financial advisors and firms for their charitable work.
Executive Vice President of Corporate Development, Treasury and Investor Relations
Managing Director, Head of Global Relationship Management
New York Life Investment Management
Sr. Market Executive - Morristown Short Hills Market
Merrill Lynch Global Wealth Management