Philanthropy & Gifting Enjoy the gift of giving

For our clients whose goals includes supporting charitable causes, we can help integrate these desires into your overall financial plan. Our professionals help you navigate and develop advanced charitable gifting strategies that are closely coordinated with your goals.

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  • Tax efficient funding of charitable gifts
  • Charitable Lead Trust planning and administration
  • Charitable Remainder Trust planning and administration
  • Private foundation planning and administration
  • Donor advised funds


James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer

Luke M. Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer

James Pellino, CPA
Chief Operating Officer

Philanthropy & Gifting

Forward Thinking
Forward Thinking