Professional Advisors

Partners in Giving

The Community Foundation for the Greater Capital Region considers attorneys, accountants, financial advisors, investment managers, insurance agents and other professionals to be our partners in the charitable giving process.

We want to be a resource for you, and help you and your clients understand the many ways they can support their community and achieve their charitable goals.  Whether your clients are planning for the future, selling a business or stock options, or managing an inheritance, you can help them achieve their financial goals by working with the Community Foundation.

The Community Foundation is a single, convenient vehicle for meeting a variety of your clients’ charitable interests.  With expertise in planned gifts, donor service, and grantmaking we can work with you to tailor a charitable fund to meet your client’s needs now or through their wills or deferred giving arrangements.

Professional Advisor Council 

Jean Bedell, CPA, CFP, PFS
The Bonadio Group

Anthony Capobianco, CLU, ChFC
Capobianco Financial Advisors

Christopher L. Cimijotti, CPA
Mengel Metzger Barr & Co., LLP

Steven Egna, ASA, CBA, CVA, CM&AA
Valuation Resource Group

Audra K. Higgins
Simmons Capital Group

Charles M. Joseph, CAP
Philanthropic Advisor

Alicia D. Lasch
GrayPoint, LLC

Bill McCartan
Fenimore Asset Management

Amy O’Connor, Esq.
Whiteman Osterman & Hanna, LLP

Bill Pfeiffer, Esq.
The Pfeiffer Law Firm, PLLC

Louis W. Pierro, Esq.
Pierro, Connor & Strauss, LLC

Robert S. Reynolds, Esq.
Whiteman Osterman & Hanna, LLP

Jeffrey Rosenbaum, JD, CPA
The Ayco Company

Ann M. Sharpe, Esq.
Ballston Spa National Bank