Planned Giving Council | El Camino Hospital

Planned Giving Council

Planned Giving Council

Lynn K. Telford, EA, Senior Tax Manager, Chair
Armanino LLP

Cathleen M. Colgan, Managing Director, VP & Trust Officer
American Trust

Krista M. Conover, Sr. VP & Trust Officer
Boston Private Bank & Trust Company

Caryl Gartzke, CTFA, Sr. VP & Sr. Private Client Advisor
City National Bank

Melissa Kaplan Grudin, Wealth Management Advisor
TIAA-CREF

R. Michael Kasperzak, Jr., Principal Mediator
Dispute Resolution Specialists

Jonathan G Krass, Sr. VP & Financial Advisor
Morgan Stanley Wealth Management

Laurie-Ann Look, Esq.
Hopkins & Carley

Marilyn Manning, PhD, CMC, CSP
The Consulting Team, LLC

Rebecca Matteson Nelson, CWS, Sr. VP, Wealth Management
Technology Credit Union

Marita K. O'Reilly