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The purpose of the Professional Advisors Council (PA Council) is to serve as a collaborative body of experts – composed of leaders in the allied advisory fields including estate planning, wealth advising, accounting, financial planning, and insurance among others – who together with The Community Foundation for Greater New Haven staff advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning. Through our united expertise, we aim to identify opportunities to maximize philanthropic impact which benefits client relationships, donor satisfaction and our shared community.
PA Council Members
Andrew Babiak
UBS Financial Services Inc.
Bio
Thomas Beirne III, CFP®
The Washington Trust Company, Halsey Associates
Bio
Karen J. Bellamy
Farmers Insurance
Bio
John Caserta, ChFC®, Managing Director
Caserta & de Jongh
Bio
Atty. Elizabeth Ciccone, Director Valuation & Litigation Support
Marcum LLP
Bio
Atty. William Colwell
Parrett, Porto, Parese & Colwell PC
Bio
Elena M. Dixon, ChFC®, CPFA, CAP®
Linden Wealth Advisors LLC
Bio
Robin French, CPA
T.M. Byxbee Company PC
Bio
Julie Gillespie, CPA
Simione Macca & Larrow LLP
Bio
Kate Houlihan
CBIZ Insurance Services Inc.
Bio
Bernadette Huang
Kreitler Financial LLC
Bio
Melanie Kregling, CFP®, AWMA
Noble Wealth Advisors
Bio
Atty. Donna Levine
Law Office of Donna Levine
Bio
Atty. Lisa Newfield
Murtha Cullina Attorneys at Law
Bio
J. Alex Ramos, Senior Client Strategist
BNY Mellon Wealth Management
Bio
Logan Reed, CFP®, CLU®, CIMA
Janney Montgomery Scott
Bio
Atty. Diane Ruben
Winnick Ruben Hoffnung Peabody & Mendel LLC
Bio
Atty. Constance Shields
Withers Bergman LLP
Bio
Atty. Ronald Soccoli Jr.
Brenner, Saltzman & Wallman LLP
Bio
Atty. Karen Yates
Withers Bergman LLP
Bio
“I say to clients, ‘What is your passion? You can pick an organization based on your passion or favorite cause. You can leave a legacy.’ They are giving something forever. That means a lot.”
— Karen J. Bellamy
Farmers Insurance
“Seeing the strong philanthropic pulse that runs throughout our community inspires me and helps me guide my clients in aligning their charitable resources with the causes they care most about.”
— Elena M. Dixon, ChFC®, CPFA, CAP®
Linden Wealth Advisors LLC
