Governance

Founder and Principal, JAMIE DRAKE; Member: Parsons The New School for Design Board of Governors; Trustee, The New School; Chairman, Alpha Workshops; Trustee, Kips Bay Boys & Girls Club; Historic House Trust of New York Directors’ Council; Fellow, American Society of Interior Designers; Interior Design Hall of Fame, Architectural Digest AD100 Hall of Fame; Elle Décor A-List; Former Co-Chairman, Furnish-a-Future Industry Committee.

Partner, BakerHostetler; Board Chair: LatinoJustice; Board Member: Conflicts of Interest Board of the City of New York, LatinoJustice PRLDEF, Council of Urban Professionals; former Board Member: Fund for Modern Courts, Limon Dance Foundation; former Chair, NYS Bar Committee on Civil Rights; Conflicts of Interest Board of the City of New York; former Secretary, NYC Bar Committee on Pro Bono.

Nominated by the President of the Association of the Bar of the City of New York.

Chair, New York Community Trust Investment Committee; Former Chief Executive Officer of Pacific Global Asset Management; former Executive Vice President and Chief Investment Officer of AXA Equitable Life; former Board Member: Equitable Foundation, Project Reach Youth.

Senior Associate (Non-Resident), Center for Strategic and International Studies; Host, Mexico Matters podcast; Co-Host, It’s More Than Grit podcast; Former CEO, Mexican Council on Foreign Relations; Former Vice President, Zemi Communications; Member: Museo del Barrio Acquisitions Committee, Metropolitan Americas Council.

Managing Director, Alvarez & Marsal; Director, Alliance Bernstein Board of Directors; former Senior Managing Director, Accenture; former Senior Partner & Managing Director, The Boston Consulting Group.

Nominated by the Co-Chairs of the Partnership for New York City.

Chief Financial Officer, Tishman Realty; former Member, Merrill Lynch Capital Markets Group.

Former Deputy Mayor of Chicago; Former Co-Head of Mergers and Acquisitions, Credit Suisse; Board Member: Chicago Community Trust, Joyce Foundation, Southland Economic Development Authority, mHUB, Greater Chicago Food Depository, Navy Pier Inc., Chicago Council on Global Affairs, Commercial Club of Chicago, Naturally Chicago, One Future Illinois, and the James Beard Foundation. Co-managing partners, mHub Product Impact Fund.

Former Chief Client Officer and Chief Operating Officer, Bessemer Trust; Former Managing Director, J.P. Morgan; Board Member: New York Youth Symphony; Former Chair: Miami Foundation Board, Pérez Art Museum Miami’s Investment Advisory Committee, Young Presidents’ Organization’s New York City Chapter.

Playwrights Horizons Board Chair Emeritus; Member, Tony Awards Administration Committee; Co-Chair Theatre Communications Group National Council for the American Theatre; Trustee, Mount Sinai Health System; Trustee, American Theatre Wing; Trustee, Laurents/Hatcher Foundation; Trustee, Collegiate School; Trustee, Poetry in America/Verse Video Education. Tony Honors Awardee, 2024. Former President and Chairman, 92nd Street Y. Former member of the National Council on the Arts of the NEA and of the New York State Council on the Arts. Former Trustee: Public Radio International.

Collette Kean Research Chair and Director, Lupus and APS Center of Excellence at Hospital for Special Surgery; Associate Dean, Faculty Affairs and Professor of Medicine at Weill Cornell Medicine; Member: National Academy of Medicine, Board of Scientific Counselors of National Arthritis and Musculoskeletal and Skin Diseases; Board member, Jerome L. Greene Foundation.

Nominated by the New York Academy of Medicine.

Private Investor; Founder, Phoenix Collective Fund; Co-Founder: Lincoln Center Family Council, Lincoln Center Kids, Lincoln Center Students Arts Council, Young Patrons of Lincoln Center; Member: Asian Art Circle, Guggenheim Museum; former Board Member, Jewish Community Project Downtown; former Board Chair, Metropolis Ensemble.

Trustee: New Victory/New42, Bruce Springsteen Archives & Center for American Music; Vice Chair & Trustee, Monmouth Medical Center; former Chair: Lincoln Center Education, NARAL Pro Choice America Foundation, Two River Theater Company; former President, Grand Street Settlement; former Senior Vice President, L.F. Rothschild, Unterberg, Towbin.

Nominated by the Chairman of Lincoln Center for the Performing Arts.

Patricia C. Marcin (Tricia) is a partner at Rivkin Radler LLP, where she concentrates in trusts and estates. She has been named to Best Lawyers in America® and listed as a Super Lawyer for over a decade. Patricia writes a monthly column, Wills, Trusts & Estates: Plain & Simple, and frequently speaks at professional conferences on estate planning and tax issues. She is a member of the Huntington Hospital Board of Advisors, the Northwell Health Professional Advisory Committee, and the Board of Governors of Touro Law Center.

Marc Wong is senior vice president for wealth management and a financial advisor at The Empire Group at UBS Financial Services in Melville, New York. A CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter®, Marc has been in the financial services industry since 1994. He serves on the boards of Long Island Arts Alliance, Project: Music Heals Us, and The Caumsett Foundation.

Natalie Abatemarco is a philanthropist and community advocate. As managing director at Citi, she led community development and impact investing initiatives focused on financial empowerment, housing, and nonprofit partnerships. In 2023, Natalie received the Edward W. Brooke and Walter F. Mondale Fair Housing Award. Her board service includes the Amagansett Free Library as treasurer and trustee.

Robert S. Barnett is a founding partner of Capell Barnett Matalon & Schoenfeld LLP. He focuses on taxation, trusts and estates, corporate and partnership law, and charitable planning. A frequent lecturer and author on tax and estate planning, Robert has served on numerous professional and charitable boards. He is admitted to practice law in New York, Virginia, and Washington, D.C.

Kathryn Cashin (Vichman) is the executive director for diagnostic services at Northwell Health, where she leads the strategic integration and oversight of laboratory services, pathology, genomics, and imaging. In this role, she manages a $1-billion annual revenue portfolio and a team of 2,500 full-time employees, focusing on driving strategic growth, overseeing financial performance, optimizing operations and services, and delivering an enhanced and quality-driven patient experience.

Brian P. Corrigan is a partner at Farrell Fritz, P.C., where he focuses on trusts and estates litigation and fiduciary disputes. With over 20 years of experience, Brian represents clients in complex matters, including will contests, contested accountings, fiduciary removal, and guardianship proceedings. He is a Fellow of the American College of Trust and Estate Counsel and frequently lectures and writes on estate litigation topics.

Nancy Engelhardt is a partner at One Purpose Performance, Inc., a leadership development firm, where she works as a certified coach and master facilitator with high-level leadership and emerging leaders, helping to develop high-performing teams that drive meaningful, sustainable results. She previously served as founding director of The Energeia Partnership at Molloy College, a premier leadership program on Long Island. Nancy has been recognized as one of Long Island’s 50 Most Influential Women and is a recipient of the prestigious Athena Leadership Award.

Vivian Garrastegui is an elder law attorney at Schneider & Garrastegui PLLC. She is frequently appointed by New York courts as Court Examiner and fiduciary in guardianship matters and serves on the state’s Part 36 Fiduciary list. She lectures on elder law and estate planning topics and is active in the New York State Bar Association, Suffolk County Bar Association, Nassau County Bar Association, National Association of Elder Law Attorneys, and Long Island Hispanic Bar Association.

Donald R. Hehir, Jr., is senior vice president of Hehir Snow Wealth Management at UBS Financial Services. He began his career with MetLife and served as managing principal at Sagemark Consulting before founding Donald Hehir & Associates. In 2024, with his associate Douglas Snow, he established Hehir Snow Wealth Management. Donald is an Accredited Estate Planner, holds the Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College, remains a Registered Principal, and holds multiple securities licenses.

Neil D. Katz is managing partner of Katz Chwat, P.C., where he oversees the firm’s practice and leads the estate planning and business transaction matters for the firm. Neil represents clients on estate and business matters and assists them with Federal and New York tax planning. A frequent lecturer for private accounting firms and professional organizations, Neil taught taxation at Hofstra University for over 25 years.

Christina Jonathan is a partner at Jaspan Schlesinger Narendran LLP, where she focuses on tax litigation, trusts and estates, and guardianship law. She represents individuals and businesses in complex tax controversies before the IRS and New York State and counsels clients on estate planning, probate, and administration matters. Christina serves in court-appointed fiduciary roles, including guardian and attorney for incapacitated persons. She is a board member of Bleuler Psychotherapy Center and the committee chair of the Estate Planning Council of Long Island’s Study Group.

James E. Meyer is a partner at Greco Panning Group and a principal with Planned Giving Solutions. Jim is also an associate with Arnone, Lowth, Leibowitz, and Andriano, Inc., and Greco Oneil, Inc.  He served as president of the Long Island affiliate of the National Association of Charitable Gift Planners (Charitable Estate Planning Council of Long Island). Jim delivers continuing education seminars on charitable estate planning across Long Island and nationally. He was recently honored by the Association of Fundraising Professionals’ Long Island Chapter with an award in his name.

Edward C. Palleschi is executive managing director at First Long Island Investors (FLI), where he serves on the investment committee and as co‑portfolio manager of the core and dividend growth strategies. He oversees due diligence across equity, hedged, and fixed-income portfolios, and works closely with clients on customized asset allocation, estate and tax planning, and intergenerational wealth transition. Edward began his career at Lazard Asset Management. He was recognized among Long Island Business News’ “40 Under 40.”

Raymond C. Radigan is senior managing director at Peapack Private, with over 35 years of experience in private banking and trust and estate services. He manages regionally focused teams and advises on complex wealth, fiduciary, and estate planning strategies. Raymond previously led the Northeast Trust & Custody team at First Republic, served as chief fiduciary officer at TD Bank’s Wealth division, and held senior roles at U.S. Bank, North Fork, Bank of New York, and Bank of America/U.S. Trust. He began his career as an associate attorney in Shea & Gould’s Trust & Estate Division. Raymond is a frequent speaker and author on estate planning topics.

Stacey I. Sikes is vice president of government affairs and communications at the Long Island Association, leading advocacy for legislative and economic development priorities across Long Island. She previously served as executive dean of entrepreneurship and business development at Hofstra University, where she launched the Institute of Innovation and the Veterans Venture Challenge and secured SBA awards and grant funding to support small businesses. Stacey chairs the board of Accelerate Long Island and serves on the board of the United Way of Long Island and Board of Governors at St. John’s University, her alma mater.

Jared Rice joined the board in 2019. Rice was a managing partner and trial attorney with Rice & Rice, Attorneys at Law, before taking the oath to become a New Rochelle City Court Judge. He was a panel attorney with the Westchester County Assigned Counsel and was elected to serve three terms on the New Rochelle City Council.

As the former Co-Chair of My Brother’s Keeper New Rochelle he worked to create better life outcomes for boys and young men of color.

Mr. Rice earned his Bachelor of Arts from Delaware State University and his Juris Doctorate from North Carolina Central School of Law. He has served on the boards of Volunteer New York!, Youth Shelter Program of Westchester, Inc., and SUNY Purchase College Council. He received the Public Servant Leader Award from WestCOP and is a Leadership Westchester graduate. He lives with his family in New Rochelle.

Antoinette Klatzky is Executive Director of the Eileen Fisher Leadership Institute and host and co-producer of Women Together, a series of interactive, live-stream gatherings. She facilitates leadership programming and empowerment workshops and was responsible for hosting and producing a global movement of 13,000 changemakers during COVID-19. In her role of Strategic Partner for Eileen Fisher, Ms. Klatzky developed an Emergency Relief Fund for employees affected by COVID-19, prior to which, she led the development of Choose Handloom, a human rights initiative in the Eileen Fisher supply chain and supported the launch of a recycled clothing initiative, now known as Eileen Fisher Renew. Ms. Klatzky has a certification in Advanced Facilitation from the Presencing Institute, where she also completed a two-year MasterClass and became co-faculty on their Ecosystem Leadership Program. She has been recognized by the YWCA’s Salute to Women and Racial Justice as a “Person to Watch” and continues to serve as an advisor to various networks on systemic and strategic action for racial equity and justice. She serves on the boards of Tides, the Presencing Institute, and Women’s Funding Network

Tully McGowan is a Wealth Advisor at Bernstein Private Wealth Management, where he leads a diverse team that specializes in advising executives, business owners, and multi-generational families. He holds an A.A.S. from Everett Community College and a B.A. from Stanford University, is a 21/64 Certified Advisor and a Chartered Financial Analyst Charterholder, and formerly served as a mentor and board member for Minds Matter, a national nonprofit serving low-income high school students. Outside his professional practice, Tully is involved in community organizing work in support of equity issues in Croton-on-Hudson, where he lives with his family.

Dr. Camille Banks-Lee is the founder and CEO of CBL Psychotherapy LLC, where she provides individual, group, and family therapy with an emphasis on empowerment, mindfulness, and cultural humility. She previously served as a teacher and administrator in the Ossining Union Free School District, an adjunct professor at Manhattanville College, and executive director for the City of Mount Vernon Youth Bureau. Camille sits on the advisory board for the Child Development Institute at Sarah Lawrence College and formerly served on Fordham Preparatory’s board of trustees. She is an active member of the Westchester Black Women’s Political Caucus, where she supports civic engagement initiatives and advocacy efforts.

Dr. Jennifer Cruz is a senior clinical psychologist with Wellbeing and Psychological Services, PLLC. Prior to starting her practice in Westchester, she was the program clinical director of Pediatric Psychiatry Integrated Programs at Columbia University Irving Medical Center, where she led clinical operations providing integrated mental health services, school-based mental health programs and clinics, evidence-based treatment for teens and young adults with anxiety, and programs improving access to mental health care within primary care sites in New York City. As psychology systems manager at New York Presbyterian Hospital, Dr. Cruz provided clinical oversight and program management for mental health services affecting nearly 4000 individuals in school- and hospital-based clinics throughout the city. She and her family reside in Dobbs Ferry.

Elizabeth Cumming is a partner with the law firm Glassman and Brown, LLP, where she concentrates in trust and estate planning, administration and litigation, elder law and guardianship, and residential and commercial real estate transactions. She is a member of the Westchester Women’s Bar Association, the Westchester County Bar Association, the New York State Bar Association, and the Women’s Bar Association of the State of New York. She has lectured on Mental Hygiene Law (MHL) Article 81, Basic Elder Law, Planning with Wills and Trusts and the Article 81 Guardianship Training Course.

Andrew Herz is Of Counsel to the New York City law firm of Patterson Belknap Webb & Tyler LLP. He was the recipient of the Real Estate Section of The New York State Bar Association’s 2016 Professionalism Award and is a Fellow of The American College of Real Estate Lawyers.

Mr. Herz, a lifelong resident of Westchester County, has been actively involved in numerous charitable organizations. He is a member of the Board of Directors of White Plains Hospital. He was Treasurer and a longtime board member of Planned Parenthood of New York City. He also served on the Board of Directors of the AIDS Resource Center, Midori & Friends, The Hudson Guild, and the Interfaith Council for Action.

Previously he served as the Chair of the Village of Ossining’s Zoning Board of Appeals. He has been an Adjunct Professor at both Vanderbilt Law School and Brooklyn Law School and is a graduate of Columbia College and Columbia Law School.

Sarah Jones-Maturo is president of RM Friedland LLC, the largest privately held commercial real estate brokerage firm headquartered in Westchester County, serving Westchester and the Bronx for almost 50 years.

Ms. Jones-Maturo is an accomplished professional in the commercial real estate industry, having received numerous awards and accolades throughout her career. In 2014, she was recognized as one of “Tomorrow’s Leaders” by Real Estate Forum. The year prior, she was appointed to the highly selective CBRE National Brokerage Advisory Board. She was also named one of RENJ Magazine’s “Top 30 Under 30” in 2006 and 2008.

She is also on the Advisory Board for Fordham University’s Real Estate Institute. She has volunteered for Eva’s Community Kitchen in Paterson, N.J., Habitat for Humanity, and was a junior board member at CASA in 2011.

She lives in Larchmont with her husband and two children.

Moira S. Laidlaw is a partner at Falcon, Rappaport & Berman LLP. Her private practice includes a broad range of trust and estate services. She is experienced in elder law, special needs planning, small business planning, and high net worth estate tax planning.

Ms. Laidlaw is a Certified Elder Law Attorney, one of 400 attorneys in the U.S. who hold this designation, as accredited by the National Elder Law Foundation and the American Bar Association. She frequently lectures on topics that impact the elderly and special needs communities.

Ms. Laidlaw earned her bachelor’s degree from the University of California at Berkeley, and her J.D., from Rutgers University School of Law.

She is a member of the New York State Bar Association, the New York City Bar Association, the Westchester County Bar Association, the Westchester Women’s Bar Association, and the Northern Westchester Bar Association.

She is co-chair of the Westchester County Bar Association Trusts and Estates Section; board member of the Alzheimer’s Association Hudson Valley Chapter; vice chair to Executive Committee Member of the New York State Bar Association Elder Law and Special Needs Section; Co-Chair of the Westchester Women’s Bar Association Elder Law Committee; and was recently admitted to STEP, an international estate planning academy. Ms. Laidlaw is the author of “Mental Health Directives in Estate Planning Engagements,” in Trusts & Estates Journal.

Ginny Loughlin is President of AppliedGood, a consulting firm specializing in nonprofit leadership development, transition management, and community building. Her work gives her deep knowledge of the nonprofit organizations in the County.

Prior to starting her consulting practice, Ms. Loughlin worked in marketing and technical support in the telecommunications and broadcasting industries.

She has served as a volunteer in numerous capacities, including as a founding member of the organizing committee for REPAIR (Rivertowns Episcopal Parishes Action on Inclusion and Race).

Adam Rude, CFP®, CIMA®, is a founding partner at Stratos Private Wealth. He serves on the Westchester Public/Private Partnership for Aging Services board and is a trustee of Congregation Sons of Israel in Briarcliff Manor, NY.

Anjali Thavendran Chen is a senior consultant with Catalyst Collaboratives. She served as a vice president and board member of RiverArts from 2013 to 2019, helping it grow from a volunteer to staff-run organization. Anjali serves on the Westchester County Asian American Advisory Board and on the Village of Hastings-on-Hudson’s Planning Board.