Planned Giving Advisory Council
BSO Planned Giving Advisory Council
For centuries, musicians have been supported by patrons of the arts. The Planned Giving Advisory Council consists of estate-planning and financial professionals who partner with patrons, like you, to maintain that tradition for years to come. The Council provides thoughtful guidance and expertise to the philanthropic planning team at the Baltimore Symphony Orchestra. The passion Council members bring to continuing a legacy of world-class music in Maryland mirrors our musicians’ devotion to their craft.
Lee Carpenter, Chair
Principal
Offit Kurman
Phone: 410-209-6426
Email: lee.carpenter@offitkurman.com
Cheri Dorsey
Co-Founder and Estates & Trusts Attorney
Sessa & Dorsey, LLC
Phone: 443-589-5600
Email: cheri@sessadorsey.com
Carl E. Eastwick
Counsel
Semmes, Bowen & Semmes
Phone: 410-576-4786
Email: ceastwick@semmes.com
Edwin G. “Ed” Fee, Jr.
Partner
Whiteford, Taylor & Preston LLP
Phone: 410-832-2041
Email: efee@wtplaw.com
Ben Galloway, CFP
Financial Advisor
Greenspring Advisors
Phone: 443-564-4600
Email: Ben.galloway@greenspringadvisors.com
John Gillick, CFP, CPA
Financial Advisor
Financial Council, Incorporated
410-821-0200
johng@financialcouncil.com
William D. “Bill” Hugo, JD, CFP
Vice President
Wells Fargo Private Bank
Phone: 410-332-5382
Email: william.hugo@wellsfargo.com
Thomas M. “Tom” Hunt
Banker
J.P. Morgan Private Bank
Phone: 410-949-2146
Email: thomas.m.hunt@jpmorgan.com
Shelley Keirn, CPA, MST
Founder and Owner
MMK CPA, LLC
Phone: 410-881-2355
Email: Skeirn@mmkcpa.net
Melody M. McCrea
Vice President, Commercial Banking
J.P. Morgan Chase
Email: melody.mccrea@chase.com
Beth Rosenwald
Managing Director – Branch Director
The Rosenwald Team, RBC Wealth Management
Phone: 410-318-5074
Email: beth.rosenwald@rbc.com
Prashant Sabapathi
Investment Advisor Representative | Co-Founder
Elite Income Advisors
Phone: 443-274-3002
Email: prashant@eia-ria.com
Christina Hester Snyder, CFP, ChFC, RICP, CISP, AEP
Partner and Wealth Advisor
Jacob William Advisory
Phone: 410-821-6724
Email: csnyder@jacobwilliam.com
Join a Giving Society
Together we can do so much.
Join a community of people who share your passion for music by becoming a member of one of our giving societies.