The new class: Announcing PALI Class of 2023-24

The Philanthropic Advisor Partnership, made up of Atlanta Jewish Foundation, Community Foundation for Greater Atlanta and United Way of Greater Atlanta, is proud to announce the 2023-24 Class of the Philanthropic Advisors Leadership Institute (PALI). Please join us in congratulating: 

Whitney Butler	Financial Planner	Nicholas Hoffman & Co.
Fuller Callaway IV	VP, Financial Advisor	Morgan Stanley
Rachelle Carmel	Trust Advisor	Regions
Chris Hardy	Owner, Wealth Manager	Paramount Investment Advisors, Inc.
Dom Hebert	Vice President, Executive Planning Consultant	Fidelity Investments
Caroline Irvine	Fiduciary Officer	Pendleton Square Trust Company
Kelly Johnson	Financial Advisor	Merrill Lynch
Greg Kaufmann	Director	Gridline
Leslie Kehoe	Senior Wealth Strategist	CIBC Private Wealth
Will Lee	Managing Director	Applied Economics
Drew Malone	Associate Advisor	BIP Wealth
Will Miller	Portfolio Manager	ZWJ Investment Counsel
Sharon Moscoso	Financial Advisor	Morgan Stanley
Austin Oman	Financial Advisor	Ameriprise Financial
Ican Osinjolu	Financial Advisor and Investment Associate	Raymond James- Fourscore Capital Partners
Hakan Sanli	Director	Intrinsic LLC
Jasmin Severino	Senior Associate Attorney	Harrison & Held
Melissa Sprinkle	Senior Associate Attorney	Harrison & Held
Peter Stewart	Director	BNY Mellon
William Thompson	Financial Advisor	Morgan Stanley
Thompson Turner	Counsel	Djuric Spratt
Amanda Valenti	Director of Financial Planning & Wealth Advisor	CI Brightworth
Madison Watson	Fiduciary Advisor	PNC Private Bank

 
This dynamic group of advisors will participate in a five-session training experience that immerses them in the local nonprofit sector, elevates their expertise in serving their clients and connects them through collaborative activities and peer-learning opportunities. They will join more than 200 local professional advisors who have already completed the PALI program since 2008. 

If you’d like to be part of the next PALI class, watch our Gift Planning ATL newsletter for more information. The application window opens in May 2024 for the next class. We’d love to have you join us!