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Board of Directors
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President
Todd Fithian
The Legacy Companies, LLC
Boston, MA

Vice President
Laura Malone, CAP
American Endowment Foundation (AEF)
Hudson, OH

Secretary/Treasurer
Pamela Averick, CAP
Averick Financial
New York, NY

Immediate Past President
Christopher Jacob, CFP
Cadeau
St. Louis, MO

Director
Marty Dutch
First Foundation Advisors
Irvine, CA



Director
David W. Holaday ChFC CAP
Wealth Design Consultants, LLC
Carmel, IN

 

Director
Ellen Israelson
Jewish Communal Fund
New York, NY
Director
Adam Miller
Elderado Financial
Montrose, CA

Director
David Taylor
3 Dimensional Wealth & Advisory
Locust Valley, NY

Director
Rod Zeeb
The Heritage Institute
Lake Oswego, OR

















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