X hits on this document





9 / 12

News and Moves

  • Christina Cruzpino joined

Regions Bank as senior vice presi- dent and international private bank- ing manager at the bank’s Coral Gables headquarters. Ms. Cruzpino will manage and direct a team of international private banking profes- sionals to build and preserve the wealth of the international private bank’s clients, their families and businesses.

Christina Cruzpino

Alexandre M. Denault and Burns A. Dobbins IV, recently joined the firm of Dunwody White & Landon. Mr. Denault works out of the Coral Gables office. Mr. Dobbins works out of the Naples office.

Alexandre M. Denault

Barry Givner, executive vice president and senior trust officer with Coconut Grove Bank, was recently appointed to the Trust Executive Committee of the Trust, Asset Management and Private Banking Division of the Florida Bankers Association. He recently spoke at the American Bankers Association’s Wealth Management conference in San Diego on “Unified Overlay Management, the Next Generation of Investment Management.”

Burns A. Dobbins IV

George Gulisano, CPA, recently joined Mallah Furman as senior manager in the Accounting and Auditing Department. He brings 30 years of experience to Mallah Furman in the areas of auditing, consulting, litigation, tax and estate planning. Mr. Gulisano also earned the prestigious “Businessman of the Year” award three times from the National Republican Congressional Committee for integrating business and political ideals in furthering the cause of tax reduction and reform. Barry Givner George Gulisano, CPA


Virginia Jacko, president and CEO of Miami Lighthouse for the Blind, was selected as the 2008 Quiet Storm Achiever Award recipi- ent, in the category of not-for-profit, at the 2008 Women’s Power Caucus.

Joel Karp, Esq., recently joined Cantor & Webb, P.A., an interna- tional tax and estate planning law firm, as Of Counsel, in the firm’s Miami office. Mr. Karp has more than 40 years of experience as an international tax and estate planning attorney and has practiced in Miami for more than three decades.

Virginia Jacko

David A. Marley Jr., LUTCF, president of Creative Financial Concepts Inc., recently moved the firm’s offices to 18001 Old Cutler Road, Suite 639, Palmetto Bay, FL 33157.

Joel Karp, Esq.

Leonard E. Mondschein, Esq., of Mondschein and Mondschein, P.A., has been named by Super Lawyer 2008 Magazine as one of the top elder law attorneys in Florida. This is the third year that he has been recognized by a vote of his peers. Mr. Mondschein is board- certified by the Florida Bar in wills, estates and trusts.

David A. Marley Jr., LUTCF

Cathy Pareto and Associates, Inc., has been selected by Goldline Research as one of “The Most DependableWealth Managers for Women in the U.S. for 2008,” as seen in the June 2008 issue of Forbes. The firm provides its clients with strategic advice on retirement issues, asset allocation, investment manage- ment, education planning, estate planning coordination and asset protection strategies.

Leonard E. Mondschein, Esq.

Cathy Pareto

Continued on page 10

Document info
Document views52
Page views53
Page last viewedSat Jan 21 16:52:40 UTC 2017