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.

Christine M. Buckley, AEP®, CFP®, CPWA®, ChFC®, MBA

Senior Vice President – Financial Advisor
RBC Wealth Management
The Kroneberger Group
Phone: 410-209-6426
 lee.carpenter@offitkurman.com

Lee Carpenter, Chair

Principal
Offit Kurman
Phone: 410-209-6426
 lee.carpenter@offitkurman.com

Cheri Dorsey

Co-Founder and Estates & Trusts Attorney
Sessa & Dorsey, LLC
Phone: 443-589-5600
 cheri@sessadorsey.com

Carl E. Eastwick

Counsel
Semmes, Bowen & Semmes
Phone: 410-576-4786
 ceastwick@semmes.com

Edwin G. “Ed” Fee, Jr.

Partner
Whiteford, Taylor & Preston LLP
Phone: 410-832-2041
 efee@wtplaw.com

Joe Ferlise

Strategic Advisor
Brown Advisory

Ben Galloway, CFP

Financial Advisor
Greenspring Advisors
Phone: 443-564-4600
 Ben.galloway@greenspringadvisors.com

Oliver Gardner, CFA

Senior Portfolio Analyst
Brown Advisory

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
 william.hugo@wellsfargo.com

Thomas M. “Tom” Hunt

Vice President Wealth Advisor
Truist Bank
Phone: 410-230-1053
 Thomas.hunt@truist.com

Michael Joseck

Principal
Offit Kurman
Phone: 301-575-0379
 Michael.joseck@offitkurman.com

Shelley Keirn, CPA, MST

Founder and Owner
MMK CPA, LLC
Phone:
 410-881-2355
 Skeirn@mmkcpa.net

Melody M. McCrea

Vice President, Commercial Banking
J.P. Morgan Chase
 melody.mccrea@chase.com

Ricka E. Neuman, CPA

Partner Emeritus
Withum
Phone:
 410-816-7500

Daniel Razvi, Esquire

Senior Partner/Tax Attorney
Higher Ground Financial Group
Phone: 443-340-6770
 daniel@hgfg.com

Prashant Sabapathi

Investment Advisor Representative | Co-Founder
Elite Income Advisors
Phone:
 443-274-3002
 prashant@eia-ria.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.

Baltimore Symphony Orchestra
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