Leadership

2026-2027 Board of Directors

President

Evan C. Deoul, CAP

Bernstein Global Wealth Management

Past President – Treasurer

Michael L. Kohner, CPA, AEP, CFP, CAP

Alvarez & Marsal Tax, LLC

Director

Kim Bagatell

FineMark National Bank & Trust

Director

Julie Brandt

Advisor at Johnson Controls (former Global Commercial and Field Operations President)

Director

Debra Elmore

Founder and Principal, A.K. Consulting

Director

Andrew Huber

Bank of America

Director

Christy Lybass

Retired Educator

Director

Vicki Pugh

CEO, Advancement Experts

Director

Tom Vining

Retired President, Otis Americas

Director

Kimberly Spiro

Philanthropist, Volunteer and Nonprofit Leader

Founding Advisors

Julie Fisher Cummings

Evan C. Deoul

Frances Fisher

Jim Karp

Michael L. Kohner

William A. Meyer

John Scarpa

Avy Stein

Lawrence Stern

Christine Stiller