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New members of Philanthropic Advisor Leadership Institute for 2022-23 announced

July 20, 2022
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Partnership between nonprofits and trusted professional advisors builds a culture of philanthropy in the Atlanta area. The Philanthropic Advisors Leadership Institute (PALI) cultivates partnership through education and engagement during five half-day programs.

The Professional Advisors Partnership, a collaboration between the Community Foundation for Greater Atlanta, the Atlanta Jewish Foundation and United Way of Greater Atlanta, is proud to announce the 10th PALI class of 25 local estate, finance and tax planning professionals.

See the 2022-23 PALI class below:

Christa R. Boyd, Djuric Spratt P.A.
Collins Brown, Smith, Gambrell & Russell
Allison L Byrd, Morgan & DiSalvo, P.C.
Tres Carpenter, ZWJ Investment Counsel
Cameron Crawford, Crawford Investment Counsel
Bridget J. Dunk, Bennett Thrasher
Tracey Ann A. Gordineer, Paramount Investment Advisors
David H. Hern, Sofer Advisors, LLC
Kevin Kim, The Estate and Asset Protection Firm
Geoff T. Malcolm, AltaView Advisors
Everett L Morris IV, Morris Legal and Tax LLC
Chase Mouchet, Brightworth
Grace P. Multani, Morgan Stanley Wealth Managers
Blaire Parlo, Windham Brannon, LLC
Tesh G. Patel, Cohen Pollock Merlin Turner
Meghan C. Pearson, Nicholas Hoffman & Co.
Nirvanna Silva, Nicholas Hoffman & Co.
LaTanya G. Simmons, Aon
Maggie A. Sims, Balentine
Ashley Eady Smith, Eady Smith Wealth Management
Annelie J. Soard, Adams Capital
Richard Taylor, ARRC Capital Partners
Adam C. Tolliver, Agent New York Life
Simeon R. Wallis, Aprio
Lauren E. Way, Elwood & Goetz

Learn more about PALI here.


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