Leadership

President

Ivey, Barnum & O'Mara, LLC
203-661-6000

Vice President

Prager Metis CPAs, LLC
(212) 643-0099 ext. 10275

Treasurer

Prism Planning and Solutions Group
914-831-0636

Secretary

Morgan Stanley Private Bank
212 276 3178

Immediate Past President

Northwestern Mutual
203-653-2112

Director: Term expiring June 2022

Personal Affairs Administrator, Inc.
914-980-0898

Director: Term expiring June 2022

Midland Trust Company
914-771-3076

Director: Term expiring June 2022

National Wealth Advisors, Inc.
(914) 729-1105

Director: Term expiring June 2022

Danziger & Markhoff
914-948-1556

Director: Term expiring June 2022

Citrin Cooperman
914-949-2990 x3382

Director: Term expiring June 2023

Northwestern Mutual Financial Network
(212) 812-0566

Director: Term expiring June 2023

Millman Law Firm
(914) 684-6518

Director: Term expiring June 2023

PKF O'Connor Davies, LLP
914-381-8900

Director: Term expiring June 2023

Wells Fargo Bank, N.A.
914-286-5092

Director: Term expiring June 2024

Midland Trust Company
914 771 3222

Director: Term expiring June 2024

Censullo, Gupta & Associates, CPA, LLP
9142942500

Director: Term expiring June 2024

Merrill Lynch
914 240 6819

Director: Term expiring June 2024

Federman Steifman LLP
917-450-7247

Website Administrator

DM Iozzo Group
(914) 664-6193


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