Managing Director

 
  • Yale Levey
    CFP®, CAP®

    Managing Director NGWP / Lead Financial Planner and Advisor / Individual, Family, Business and Corporate Philanthropy Facilitator

  • Scott Hamilton

    High Net Worth Financial Planning, Tax Planning and Wealth Transfer Solutions

  • Kerry Dowd

    Office Manager / Head of Operations

  • Eileen Toomey

    Relationship Manager / Operational Support

  • Scott Farnsworth

    Family Philanthropy and Multigenerational Family Governance

  • Mary Tomlinson

    Family Dynamics and Culture

  • Ken Doyle

    Individual Personalized Life and Business Coaching

  • Lauren Doyle

    Individual Personalized Life and Business Coaching

  • Susan Caruso Green

    Grant Specialist

  • Maria Semple

    Prospect Research /
    Social Media Strategies

  • Tonia Papke, MBA

    Nonprofit Financial Management
    and Reporting

  • Peter Heller

    Fundraising Strategic Advice
    Capital Campaigns
    Major Gift and Training Programs
    Feasibility Studies

  • Betsy Steward

    Fundraising Strategic Advice
    Capital Campaigns
    Major Gift and Training Programs
    Feasibility Studies