Board of Directors
Officers
Frank Fantozzi, CPA, PFS
Board Chairman
President and CEO, Planned Financial Services
John L. Hertzer, MD
President
Division Chief, Child & Adolescent Psychiatry University Hospitals
Marilena DiSilvio, Esq.
Vice Chair
Partner, Elk & Elk
Loree Vick
Vice Chair
Founder of Vick Communications
William A. Wortzman, CPA, Esq.,
Vice Chair
President and Owner, Wortzman & Gingerich Company
Thomas R. Cirincione, CFA
Treasurer
Senior Portfolio Manager/SVP, Huntington Private Financial Group
Jennifer Treadway Burke, JD, MSW
Secretary
Care Consultant; Benjamin Rose Institute on Aging
Directors
Jelena Bannerman PHR, SHRM-CP
LeadHR Consultant, Progressive Insurance
Daniel G. Berick, Esq.
Partner, Squire Patton Boggs (US) LLP
Dr. Michelle Harris
Director, Hawken School
Rakesh Mehra, CFA
RM Investment Management, Inc.
Nicholas Hanek, Esq.
Attorney, Meyers, Roman, Friedberg & Lewis
Jim Hopkins
CEO, CPI-HR
Pamela B. Keefe
(Ret), Chemical Dependency Counselor
Harvey Kotler, CLU
Owner, Harvey Kotler, Inc.
Judith Kovach
(Ret), Progressive Corporation
Jessica Leonard, CPA
Senior Manager, RSM
James Lundquist
Director of Talent Development, PRADCO
Steven J. MacIntyre
IT and Operations Executive
Diane O. Malarik, CPA
President, Moreland Management Company
Christina M. Moran, Ph.D.
Business Unit Manager, MarshBerry
Joe Simms, Esq.
Partner, Reminger Co. LPA