Council of Advisors
American Endowment Foundation (AEF) is pleased to work with a Council of Advisors. These leading financial, legal, and accounting professionals provide ongoing insights into recent trends concerning charitable planning, donor advised funds, and other current topics that affect the industry and their clientele.
Attorney & Partner, Ropes & Gray LLC, Boston
Director, AB Bernstein, Washington, D.C.
Attorney & Partner, Quarles & Brady, Chicago
CPA & Partner, Plante Moran Wealth Management, Southfield, MI
Chief Executive Officer, Altair Advisers LLC, Chicago
David A. Levitt
Attorney & Principal, Adler & Colvin, San Francisco
CPA & Tax Partner, Sikich LLP, Milwaukee
Managing Partner, FSA Wealth Management, Boston
VP, Head of Wealth Planning, Janney Montgomery Scott, Philadelphia
Head of Client Solutions Group, Capital Group Private Client Services, New York City
President, Syverson Strege & Co., Des Moines