Leadership

President

Northwestern Mutual - Goshen, NY
8452941088

1st Vice President Programs

Conte Wealth Advisors
917-578-8683

2nd Vice President Membership

DSL Financial Services
845-454-4110

Secretary

Palisade Capital Management
2015855470

Treasurer

PKF O'Connor Davies
845-692-9500

Immediate Past President

Citrin Cooperman
914-358-3382

Immediate Past President

Hudson Valley Investment Advisors, LLC
845-294-6127

Director & Past President

Rider, Weiner & Frankel, P.C.
845-562-9100

Director

Tompkins Trust Company
845-296-0150 x 30770

Director

Quint Investments & Insurance Services
8453453628

Director

Blustein, Shapiro, Frank & Barone, LLP
845-291-0011

Director

Law Offices of Stefanie A. Sovak
845-534-3334

Director

Tompkins Financial Advisors
(914) 946-1277

Estate Planning Day Chair

SJ Cross Consulting
8454305524