Professional Advisor Network

The Syracuse University Professional Advisor Network (PAN) brings together professional individuals for learning, to promote philanthropy and help clients achieve their philanthropic goals. We work with professional advisors including lawyers, accountants, financial advisors and insurance professionals who serve individuals, corporations and nonprofits. We offer the opportunity to increase knowledge about philanthropy, network online and in person, co-host gatherings for colleagues and clients, attend SU events and co-present to alumni.

Our PAN has four primary goals:

  1. Meet like-minded professionals to exchange ideas and information
  2. Develop a deeper understanding of philanthropy and the role it can play in an advisor's practice
  3. Establish win-win relationships across the country and throughout the world
  4. Provide SU donors with reliable, easy-to-use tools and resources to help them make informed decisions regarding their estate and financial plans

Together with our Advisors, we ensure SU donors make the best decisions for themselves, for their families and for optimizing their impact at SU and across the country.


Jennifer L. Alfieri
Tompkins Trust Company
119 East Seneca Street
P.O. Box 6437
Ithaca, NY 14851

Mr. Dennis C. Brown, Esq.
Bond, Schoeneck & King
4001 Tamiami Trail North, Suite 250
Naples, Florida 34103–3555

Ms. Alicia S. Calagiovanni
Costello Cooney & Fearon PLLC
Bridgewater Place, 500 Plum Street, Suite 300
Syracuse, New York 13204

Mr. Timothy P. Crisafulli
Crisafulli Gorman P.C.
4500 Pewter Lane
Marketplace Building 10
Manlius, NY 13104
315.496.8211 Ext: 101

Ms. Marcy Robinson Dembs
Barclay Damon LLP
Barclay Damon Tower
125 E. Jefferson Street
Syracuse, NY 13202

Ms. Cressida Dixon
Bond, Schoeneck & King
350 Linden Oaks, Suite 310
Rochester, New York 14625

Mr. Timothy H. Doolittle, Esq.
Wladis Law Firm, P.C.
6312 Fly Road
East Syracuse, New York 13057

Ms. Lori Anne Douglass
Douglass, Rademacher & Brown LLP
222 Broadway, Suite 1842
New York, New York 10038

Ms. Christine Fletcher
Burns & Levinson LLP
125 Summer Street
Boston, Massachusetts 02110-1624

Andrew Grumet
Drinker Biddle & Reath LLP
1177 Avenue of the Americas
New York, NY 10036

Mr. Steven C. Haas
Schwerzmann & Wise, P.C.
137 Main Avenue
P.O. Box 704
Watertown, NY  13601

Mr. Al W. King III J.D., LL.M.
South Dakota Trust Company LLC
10 East 40th Street, Suite 1900
New York, New York 10016

Mr. John S. King
Scolaro Fetter Grizanti McGough & King, P.C.
507 Plum Street, Suite 300
Syracuse NY  13204

Mr. Kevin D. Kuenzli
McDonald Sanders Attorneys at Law
777 Main Street, Suite 1300
Fort Worth, Texas 76102

Ms. Emilee K. Lawson Hatch
Bousquet Holstein, PLLC
110 West Fayette Street, One Lincoln Center, Suite 900
Syracuse, New York 13202-1387

Mr. Benjamin Levine
Pappas, Cox, Kimpel, Dodd & Levine, P.C.
614 James Street
Syracuse, New York 13203

Jeanette M. Lombardi
Bond Shoeneck & King
Trusts and Estates
4001 Tamiami Trail North, Suite 250
Naples, FL 34103-3555
239.659.3876 Direct

Mr. Alan S. Lowe, Esq.
Lowe & Schoolar, P.C.
311 W. Broughton Street
Savannah, Georgia 31401

Ms. Sharon A. McAuliffe
Bousquet Holstein PLLC
One Lincoln Center, Suite 900
110 West Fayette Street
Syracuse, NY 13202

Mr. Mark Nicholas
Family Archival Solutions Inc.
P.O. Box 1691
Manhattan Beach, CA 90267

Ms. Catherine Burns Quencer
Schwerzmann & Wise, P.C.
137 Main Avenue
P.O. Box 704
Watertown, NY  13601

Mr. Robert D. Scolaro
Scolaro Perry P.C.
6832 East Genesee Street
Fayetteville, NY 13066

Mr. Bruce Wexler
Loeb & Loeb LLP
345 Park Avenue
New York, New York 10154

Mr. Mark Wladis
Wladis Law Firm
P.O. Box 245
Syracuse, New York 13214

Ms. Christine Woodcock Dettor, Esq.
Bousquet Holstein, PLLC
110 West Fayette Street, One Lincoln Center, Suite 900
Syracuse, New York 13202-1387
315.422.1391 (o) 315.439.9795 (m)

Mr. Martin Zelner
Cox Padmore Skolnik & Shakarchy LLP
630 Third Avenue, 19th Floor
New York, New York 10017-6782


Certified Public Accountants

Ms. Gail M. Barndollar, CPA
Skinner, Barndollar & Lane, P.C.
311 West Broughton Street, 2nd Floor
Savannah, Georgia 31401
912.233.3602 ext. 3003

Mr. Norman M. Berkman, CPA
Mark G. Berkman & Company
135 Main Street, 12th Floor
San Francisco, California 94105
415.926-6513 (o) 650.208.8333 (m)

Ms. Lisa M. Greenia, CPA
Bond, Schoeneck & King
One Lincoln Center
Syracuse, New York 13202-1355

Ms. Madelyn Hornstein
Dermody, Burke & Brown CPAs, LLC
443 North Franklin Street
Syracuse, New York 13204

Mr. Sheldon Kruth
D'Arcangelo & Co., LLP
329 North Salina Street, Suite 400
Syracuse, New York 13203

Mr. M. Paul Mahalick, C.P.A.         
Grossman St. Amour CPAs PLLC
110 West Fayette Street
1 Lincoln Center, Suite 900
Syracuse, NY 13202
315.422.7710 Ext: 340

Mr. James Toto, CPA
WeiserMazars LLP
399 Thornall Street, 3rd Floor
Edison, NJ 08837


Financial Advisors

Mr. Ilyas Akbar, CFP®
Vital Planning Group
MetLife Building
200 Park Avenue, Suite 3200 B, 32nd Floor
New York, New York 10166
212.578.3008 (o)
917.406.7056 (m)

Mr. Matthew E. Frechette, CFP®
Morgan Stanley
250 S. Clinton Street, Suite 500
Syracuse, NY 13202

Ms. Donna Graber
Planning Sense, Inc.
500 S. Salina Street, Suite 1000
Syracuse, New York 13202

Anthony Lourido, CFA
Key Private Bank
3507 Kyoto Gardens Drive, Suite 100
Palm Beach Gardens, FL 33410

Ms. Lisa McKenney
Valeriano, McKenney and Harlander Group of Wells Fargo Advisors
Bridgewater Place
500 Plum Street, 5th Floor
Syracuse, NY 13204

Kyle Witman
Merrill Lynch
205 South Salina Street, Suite 300
Syracuse, New York 13202


Financial Planners

Ms. Iris L. Buczkowski
Strategic Financial Services, LLC
114 Business Park Drive,
Utica, New York 13502

Mr. Tom Donahue
Donahue Financial Management Group
1551 E. Genesee Street
Skaneateles, New York 13152

Mr. Jonathan Drubner
L&S Advisors, Inc.
12121 Wilshire Blvd., Suite 1100
Los Angeles, CA 90025

Mr. Roger Gershman
529 Commercial Street, Suite #300
San Francisco, California 94111

Mr. Jon Good
The Principal Financial Group
9330 Scranton Road, Suite 260
San Diego, California 92121

Mr. Michael Graves
250 South Clinton Street, Suite 310
Syracuse, NY 13202

Mr. Eric Handis, CFP, CWS
Regions Private Wealth Management
1 Financial Plaza, 17th Floor
Ft. Lauderdale, Florida 33394
954.812.3269 (m)

Mr. Alex Henn
AXA Advisors
120 Madison Street, Suite 1900
Syracuse, New York 13202

Mr. Raymond Ianni, CFP, ChFC
Financial Advisors of Delaware Valley
1013 Centre Road, Suite 100
Wilmington DE  19805
866.804.8679 ext. 38056

Mr. David M. Kleinhandler
Blackridge Capital Group LLC
655 Madison Avenue
New York, NY 10065
212.213.5702 (o) 917.364.3413 (m)

Mr. Robert J. Laughlin
Region Head
Southern California and Arizona
Citi Private Bank
Citibank, N.A.
787 W. 5th Street, 28th Floor
Los Angeles, California 90071
NMLS #: 1273956

Mr. Alan Leist
Strategic Financial Services, LLC
114 Business Park Drive
Utica, New York 13502

Mr. William McEvoy III
Cantella & Co., Inc.
28 State Street, 40th Floor
Boston, MA 02109

Mr. Daniel S. Montaigne
9 Salem Lane
Port Washington, NY  11050-4333

Mr. Kamesh Nagarajan
Morgan Stanley
1290 Avenue of the Americas, 13th Floor
New York, New York 10104

Mr. Holmes Osborne III
1223 Wilshire Blvd., #1471
Santa Monica, California 90403

Mr. Marc Penziner
Bernstein Global Wealth Management
1345 Avenue of the Americas
New York, New York 10105

Mr. Mack F. Rice Jr.
Northstar Risk Solutions, LLC
970 Hillside Avenue, Suite 300
Plainfield, New Jersey 07060

Mr. Mark Ryan
Ryan Financial
175 Derby Street, Suite 33
Hingham, Massachusetts 02043

Mr. Ryan W. York
Pinnacle Investments LLC
Franklin Square
507 Plum Street, Suite 120
Syracuse NY 13204


Insurance Professionals

Mr. Stuart Grossman
New York Life Insurance Company
5788 Widewaters Parkway
De Witt, New York 13214

Mr. David Middlemiss
HW Syzygy

Mr. Kenneth Richenstein
Richenstein Insurance Group Inc.
1483 Lantana Court
Weston, Florida 33326-3607

Mr. Mark Tetley
The Central New York Agency
7409 Old Erie View Drive
Fayetteville, New York 13066-9680

Mr. Harvey Warren
8383 Wilshire Blvd., Suite 600
Beverly Hills, California 90211


Philanthropic Planners

Mr. Thomas M Griffith
Central New York Community Foundation, Inc.
431 East Fayette Street, Suite 100
Syracuse, New York 13202
315.422.9538 (o) 315.883.5544 (m)

Mrs. Lynne Marie S. Jones, CFRE
Syracuse University
820 Comstock Avenue, Suite 100
Syracuse, New York 13244-5040

Ms. Doreen Morelli Henson
Syracuse University
820 Comstock Avenue, Suite 100
Syracuse, New York 13244-5040


Trust Officers

Mr. David Bucher
Southwest Bank
2200 West 7th Street, Suite 210
Fort Worth, Texas 76107

Mr. Dave Schelling
MAC, E2359-020Wells Fargo Wealth Management
2829 Townsgate Road, Suite 215
Westlake Village, California 91361


Real Estate

Hal Feldman
RE/MAX Real Estate
7220 Red Road
Miami, FL 33143

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