{"id":41696,"date":"2025-03-08T01:35:40","date_gmt":"2025-03-08T01:35:40","guid":{"rendered":"http:\/\/3.16.123.23\/?page_id=41696"},"modified":"2025-06-02T20:57:51","modified_gmt":"2025-06-02T20:57:51","slug":"professional-advisors-committee","status":"publish","type":"page","link":"https:\/\/miamifoundation.org\/for-professional-advisors\/professional-advisors-committee\/","title":{"rendered":"Professional Advisors Committee"},"content":{"rendered":"
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Professional Advisors Committee<\/h1>\n[\/vc_column_text][vc_separator color=”black” border_width=”3″ css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397781147{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”1\/3″][vc_single_image image=”42330″ img_size=”full” alignment=”center” css=””][\/vc_column][vc_column width=”2\/3″][vc_column_text css=””]\n

Cathy Alexander<\/h3>\n

TD Bank \u2013 Private Client Relationship Manager<\/strong><\/p>\n

As a Private Client Relationship Manager, Cathy Alexander delivers TD Wealth\u2019s full offering of private client banking, lending, investment, trust, and estate services to high net-worth individuals in her market.<\/p>\n

She works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, she leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, she develops an extensive relationship with each client and works closely with the team assembled to support their needs.<\/p>\n

Prior to joining TD Wealth in 2023, Cathy held roles as a Senior Vice President, Private Client Manager at Bank of America and as a Vice President, Relationship Manager at TD Wealth.
\nCathy is a graduate of the University of Phoenix with a Business management degree in 2003. She currently holds FINRA Series 6, 7, 63 and 65 registrations.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397781147{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”2\/3″][vc_column_text css=””]\n

Angela M. Carrillo, \u00a0MBA<\/h3>\n

J.P. Morgan Private Bank \u2013 Executive Director and Trust Officer<\/strong><\/p>\n

Angela Carrillo is an Executive Director and Trust Officer at the J.P. Morgan Private Bank in Florida. She joined J.P. Morgan in 2020 with 18 years of banking experience focused primarily on wealth management. In her role, Angela works with families who have named J.P. Morgan as trustees in their estate plans. While working closely with her clients\u2019 attorneys, accountants, and other professional advisors, she involves other specialists on the J.P. Morgan team to provide comprehensive wealth management planning that assists clients in meeting all of their financial and wealth planning goals. Before joining the Private Bank, Angela was a Trust Advisor at The Northern Trust Company where she was the Lead Relationship Manager for ultra high-net-worth clients. Angela is an active member of the Estate Planning Council of Greater Miami. Angela is an active member of the Junior League of Miami and currently sits on the Board of Directors as the President.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”41697″ img_size=”full” alignment=”center” css=””][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”1\/3″][vc_single_image image=”41698″ img_size=”full” alignment=”center” css=””][\/vc_column][vc_column width=”2\/3″][vc_column_text css=””]\n

Emanuel Galimidi<\/h3>\n

Galimidi Law \u2013 Attorney<\/strong><\/p>\n

Emanuel Galimidi is an attorney specializing in representing individuals and their families who have sustained serious injuries. As the founder of Galimidi Law, Super Lawyers Magazine has recognized him in the area of Personal Injury. He is a Dade County Bar Association member and the Miami-Dade Trial Lawyers Association. Before founding Galimidi Law, Mr. Galimidi was a shareholder at one of the most successful and fastest-growing defense firms in the United States, with offices in Miami, New York, and Los Angeles.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”2\/3″][vc_column_text css=””]\n

Michelle Grillone<\/h3>\n

Mariner \u2013 Managing Director<\/strong><\/p>\n

Michelle provides directional leadership to Mariner\u2019s Miami, Fla. office, guiding the team with a wealth of experience and expertise.<\/p>\n

Michelle brings valuable experience to her role, having served as the director of operations and the chief compliance officer for Singer Xenos Wealth Management prior to joining Mariner.
\nHer academic background includes a bachelor\u2019s degree in business administration with a major in accounting from the University of Miami. A native of Miami, she possesses a deep understanding of the local business landscape.<\/p>\n

Beyond her professional pursuits, Michelle is deeply passionate about community service, dedicating the past decade to actively participating in various nonprofit organizations throughout South Florida. Her commitment to philanthropy underscores her desire to make a positive impact in the community she calls home.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”41701″ img_size=”full” alignment=”center” css=””][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”1\/3″][vc_single_image image=”43680″ img_size=”full” alignment=”center” css=””][\/vc_column][vc_column width=”2\/3″][vc_column_text css=””]\n

Michael Scott Epstein<\/h3>\n

Lamchick Epstein Wealth Management Group of Raymond James – Wealth Advisor<\/strong><\/p>\n

Even before joining the financial industry, Mike knew he wanted to help others. That\u2019s why he began his career as a practicing attorney, working at law firms in New York and Miami, and using his legal knowledge to empower and guide his clients. Mike\u2019s experience in the legal field, particularly in trusts and estates, endowed him with a distinct and holistic perspective to financial planning.<\/p>\n

It is Mike\u2019s strong desire to help people and their families that drew him into the financial field. He cherishes the opportunity to build strong, long-lasting relationships with clients while helping support them through all of their different life chapters. Hardworking and passionate, Mike has an empathetic and considerate approach when it comes to addressing the needs of others.<\/p>\n

In addition to holding a bachelor\u2019s degree in finance from Tulane University, Mike also has a J.D. degree from Nova Southeastern University, Shepard Broad College of Law, and an LL.M. in Taxation with a focus in estate planning from New York Law School. Mike holds series 7 and 66 securities licenses, and earned his Accredited Asset Management Specialist (AAMS\u00ae) designation from the College for Financial Planning. Prior to joining Raymond James in 2019, Mike served as a vice president and senior estate settlement administrator at Northern Trust.<\/p>\n

Originally from Miami, Florida, Mike currently lives in Coconut Grove with his wife, Carly, and their two daughters, Macie and Chelsy. In his free time, he enjoys playing golf, running, traveling and \u2013 most importantly \u2013 spending time with his family. Mike is also the founder and executive director of the Epstein Reach for the Stars Foundation, which provides financial aid to high school seniors in South Florida who are preparing for college.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”2\/3″][vc_column_text css=””]\n

Steven Hadjilogiou<\/h3>\n

McDermot, WIll, & Emery \u2013 Partner<\/strong><\/p>\n

Steven Hadjilogiou focuses his practice on tax optimization of business operations and investments with a specific emphasis in the areas of international tax and real estate. Steven provides advice on international inbound and outbound tax planning for multinational companies, family offices, private equity and ultra-high net worth individuals. He also advises funds, family offices and ultra-high net worth individuals in connection with complex real estate structuring and investment issues, including in the areas of opportunity zone funds, 1031 transactions and qualified small business stock.<\/p>\n

Steven has represented various Fortune 500 companies and major privately held businesses in their tax planning and supply chain projects, and also has substantial experience advising on transfer pricing, tax-related intellectual property matters, Subpart F, GILTI, foreign investment in US real property and outbound investment in real property. Steven also advises clients on pre-immigration planning and cross-border wealth succession. Steven has also worked on the taxation of partnerships and corporations, mergers & acquisitions and international corporate reorganizations.<\/p>\n

Since 2013, Steven has been an adjunct professor of International Inbound Taxation at the University of Miami Graduate Tax Program. He is the co-chair of the annual Florida Bar\/FICPA International Tax Conference. Steven has written numerous articles and presented on topics related to tax. He was a primary drafter of the amicus curiae brief submitted to the US Supreme Court on behalf of the Florida Bar Tax Section in Knight v. Commissioner in 2008.She is actively involved in several civic and nonprofit organizations in the local community. She is a member of The Florida Bar and the Real Property, Probate and Trust Law (\u201cRPPTL\u201d) Section, American Bar Association, Dade County Bar Association, University of Miami Citizens Board, United Way of Miami-Dade Young Leaders and Women United Executive Council. She is also an active volunteer with Big Brothers Big Sisters and the Make-A-Wish Foundation of Southern Florida.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”41703″ img_size=”full” alignment=”center” css=””][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”1\/3″][vc_single_image image=”41704″ img_size=”full” alignment=”center” css=””][\/vc_column][vc_column width=”2\/3″][vc_column_text css=””]\n

Giselle M. Hugues<\/h3>\n

Northern Trust \u2013 Senior Vice President \u2013\u00a0 Senior Fiduciary Officer<\/strong><\/p>\n

\n

Giselle joined Northern Trust in April 2019. She is a Senior Fiduciary Officer for the South Florida region and serves as a Trust Team Leader on a Wealth Advisory team located in Miami, FL. She works closely with high-net-worth clients advising them on all aspects of fiduciary and advisory services.<\/p>\n

Prior to joining Northern Trust, Giselle was in private law practice and worked for another financial institution in their Wealth Management Department as a Wealth Strategist. Her practice focused on advising clients on estate planning, estate and trust administration, guardianship administration, and corporate litigation matters. Her private clients included individuals, families, business owners, corporate fiduciaries, and charitable organizations. She earned her B.B.A. degree in Finance from the University of Miami, a J.D. degree from Thomas M. Cooley Law School, and an L.L.M. degree in Estate Planning from the University of Miami.<\/p>\n

She is actively involved in several civic and nonprofit organizations in the local community. She is a member of The Florida Bar and the Real Property, Probate and Trust Law (\u201cRPPTL\u201d) Section, American Bar Association, Dade County Bar Association, University of Miami Citizens Board, United Way of Miami-Dade Young Leaders and Women United Executive Council. She is also an active volunteer with Big Brothers Big Sisters and the Make-A-Wish Foundation of Southern Florida.<\/p>\n<\/div>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”2\/3″][vc_column_text css=””]\n

Thomas C. Janson<\/h3>\n

Bessemer Trust – Principal and Senior Client Advisor<\/strong><\/p>\n

\n

Mr. Janson is Principal and Senior Client Advisor at Bessemer Trust. In this role, he leads a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.<\/p>\n

Prior to joining Bessemer in 2004, Tom was Associate Director at Barclay\u00a0 Capital, in the New York and Miami offices, where he worked in the corporate banking, investment banking, and capital markets divisions. During his tenure at Barclays, Tom worked with U.S.- and Latin America-based institutional clients in structuring and underwriting syndicated debt and structured finance facilities.<\/p>\n

Tom earned an M.B.A., Beta Gamma Sigma, from the Vanderbilt University Owen Graduate School of Management and a B.S., magna cum laude, in finance and economics from Boston College. He is a Certified Trust and Fiduciary Advisor and is fluent in Spanish.<\/p>\n<\/div>\n[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”43683″ img_size=”full” alignment=”center” css=””][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”1\/3″][vc_single_image image=”41706″ img_size=”full” alignment=”center” css=””][\/vc_column][vc_column width=”2\/3″][vc_column_text css=””]\n

Robert Moore<\/h3>\n

Baker McKenzie \u2013 Managing Partner<\/strong><\/p>\n

Robert (Bobby) Moore is a partner in Baker McKenzie\u2019s North America Tax Practice Group (NATPG) and the former managing partner of the firm\u2019s Miami office. He regularly advises U.S. and foreign-based multinational corporations and partnerships focused on luxury hotels, residences, and resorts, real estate development, and consumer goods and retail in luxury and fashion. He is Chambers rated in Chambers USA for Tax. Bobby also is actively focused on the Firm\u2019s inclusion and diversity efforts and is the Chair of the North America Diversity and Inclusion Committee, a member of the North America Anti-Racism Taskforce, and was the past co-chair of the New York and Miami I&D Committee. In 2020, he led the team in establishing the North America Tax Practice Group\u2019s first annual tax mentorship program in partnership with the National Black Law Students Association.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”2\/3″][vc_column_text css=””]\n

Cassandra S. Nelson<\/h3>\n

Nelson & Nelson, P.A. \u2013 Attorney<\/strong><\/p>\n

Cassandra S. Nelson, Esq. is an associate in the law firm of Nelson & Nelson, P.A., in North Miami Beach, Florida. She joined Nelson & Nelson, P.A. in 2017. Cassandra is recognized in Ones to Watch in the practice area of Trusts and Estates in the 2022 and 2023 editions of Best Lawyers in America\u00ae. She practices primarily in the areas of estate planning, asset protection, tax, special needs trusts, guardianships, and probate administration. In recent years, she has worked with clients to establish and understand donor advised funds as part of their overall estate plan. She has co-authored articles published by Trust & Estates, ActionLine (Florida Bar), and Leimberg Information Services, co-authored Chapter 5:\u00a0Homestead: Creditor Issues, Asset Protection in Florida<\/em>\u00a0(The Florida Bar, 7th Edition, 2022), and has been a co-contributor on several chapters published in Barry A. Nelson\u2019s treatise,\u00a0Estate Planning and Asset Protection in Florida: A Plan to Survive Unexpected Financial Threats<\/em>. Cassandra received her B.A. from the University of Miami in 2013 and her J.D. from Emory University School of Law in 2017. Cassandra Nelson is involved with The Victory Center for Autism and Behavioral Challenges (a not-for-profit corporation). As the older sister of an adult brother with severe autism, Cassandra has a unique interest in assisting children with disabilities and their families.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”41707″ img_size=”full” alignment=”center” css=””][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”1\/3″][vc_single_image image=”43681″ img_size=”full” alignment=”center” css=””][\/vc_column][vc_column width=”2\/3″][vc_column_text css=””]\n

Charnele Ramphal<\/h3>\n

Principal \u2013 Kaufman Rossin<\/strong><\/p>\n

Charnele is a Principal in Kaufman Rossin\u2019s Valuation Services Division and a trusted advisor to public and private sector clients. She specializes in preferred and common equity, purchase price allocations (ASC 805), goodwill impairment (ASC 350), contingent consideration, employee stock option plans (IRC Section 409A), equity security valuations, business combination transactions, audit reviews of third-party analyses, and estate and gift taxation.<\/p>\n

She is a Certified Valuation Analyst (CVA) and a Certified Public Accountant (CPA) licensed in California. Known for her thoughtful approach and technical expertise, Charnele helps clients navigate complex financial matters with clarity and confidence.<\/p>\n

Outside of work, Charnele is a certified yoga teacher and has taught trauma-informed yoga to survivors of domestic violence. She serves as a committee member of The Miami Foundation and is a proud wife and mother of two. Passionate about wellness, equity, and community impact, she\u2019s committed to creating meaningful change both professionally and personally.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”2\/3″][vc_column_text css=””]\n

Brian J. Reas<\/h3>\n

Managing Director \u2013 Northwestern Mutual<\/strong><\/p>\n

Brian J. Reas is a Managing Director at Northwestern Mutual in Aventura. As a member of Northwestern Mutual, he is proud to help accelerate the search for better childhood cancer treatments, support families undergoing treatment, and empower survivors suffering from late effects.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”43682″ img_size=”full” alignment=”center” css=””][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator color=”black” css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397788209{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”1\/3″][vc_single_image image=”41708″ img_size=”full” alignment=”center” css=””][\/vc_column][vc_column width=”2\/3″][vc_column_text css=””]\n

Mark Scott,\u00a0J.D., LL.M<\/h3>\n

Kaufman Rossin \u2013 Principal<\/strong><\/p>\n

Mark Scott is a leader in Kaufman Rossin\u2019s estate and trust practice. He conceptualizes and helps clients implement intricate estate planning strategies, both domestically and internationally. In addition, Scott provides clients with gift and trust tax planning as well as estate and gift tax return examination services. He is a member of The Florida Bar and the Tax Section\u2019s Chair-Elect.\u00a0 Scott is also an adjunct professor at the University of Miami\u2019s School of Law, teaching the federal income taxation of trusts and estates, in the Graduate Program in Taxation. Scott is a past president of the Greater Miami Tax Institute and Greater Miami Estate Planning Council.\u00a0 Lastly, he served on The Miami Foundation\u2019s Board of Trustees in several capacities.[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row css=”.vc_custom_1743303586261{padding-top: 45px !important;}”][vc_column][vc_column_text css=””] Professional Advisors Committee [\/vc_column_text][vc_separator color=”black” border_width=”3″ css=””][\/vc_column][\/vc_row][vc_row css=”.vc_custom_1741397781147{padding-top: 30px !important;padding-bottom: 30px !important;}”][vc_column width=”1\/3″][vc_single_image image=”42330″ img_size=”full” alignment=”center” css=””][\/vc_column][vc_column width=”2\/3″][vc_column_text css=””] Cathy Alexander TD Bank \u2013 Private Client Relationship Manager As a Private Client Relationship Manager, Cathy Alexander delivers TD Wealth\u2019s full offering of private client banking, lending, investment, trust, and estate services to high net-worth individuals … Read More<\/a><\/p>\n","protected":false},"author":115,"featured_media":0,"parent":15928,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-layout-full-width.php","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"coauthors":[384],"class_list":["post-41696","page","type-page","status-publish","hentry","no-post-thumbnail"],"acf":[],"yoast_head":"\nProfessional Advisors Committee | The Miami Foundation<\/title>\n<meta name=\"description\" content=\"Our Professional Advisor Network brings together like-minded individuals who understand the importance of philanthropy, have helped clients make charitable contributions and referred their clients to The Miami Foundation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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