Sponsors
Platinum Sponsors
MPI
Roy Meyers
1011 Poor Farm Road
Princeton, NJ 08540
P: (609) 924-4200 ext. 109
F: (609) 924-4573
rmeyers@mpival.com
Joseph A. Gitto, Jr.
5401 Kirkman Road, Ste 319
Orlando, Florida 32819
P: (407) 599-0060
F: (407) 641-8778
jgitto@mpival.com
Gold Sponsors
Bessemer Trust
222 Royal Palm Way
Palm Beach, FL 33480
P: (561) 655-4030
F: (561) 655-4699
Jo Ann Engelhardt
engelhardt@bessemer.com
Mark Parthemer
parthemer@bessemer.com
PCE Companies
200 East New England Ave, Ste 400
Winter Park, FL 32789
P: (407) 621-2120
F: (407) 621-2199
Bob Buchanan
rbuchanan@pcecompanies.com
Victor Jarosiewicz
victorj@pcecompanies.com
US Bank
Richard Ganter
515 N. Flagler Bank, Ste 2100
West Palm Beach, 33401
P: (561) 659-9484
Richard.Ganter@usbank.com
Silver Sponsors
Alpern Rosenthal
Michael Leone, CPA
440 Columbia Drive, Ste 400
West Palm Beach, FL 33409
P: (561) 689-7888
mleone@alpernfl.com
Berstein Global Wealth Management
Marti LaTour
Vice President, Financial Advisor
Bernstein Global Wealth Management
Direct: (561) 820-2157
Mobile: (561) 596-6824
Fax: (561) 820-2121
Email: Marti.LaTour@bernstein.com
AllianceBernstein L.P.
777 S. Flagler Drive, suite 1601
West Palm Beach, FL 33401
AllianceBernstein.com
CONTEXT / Our Blog on Investing 
Business Transition Advisors, Inc.
Steve Perrone
448 NE 17th Way
Ft. Lauderdale, FL 33301
P: (321) 308-5503
sperrone@bta.us.com
Business Valuation Analysts, LLC
Timothy K. Bronza, CPA
541 S. Orlando Avenue, Ste 312
Maitland, FL 32751
P: (407) 599-2825
tbronza@bvanalysts.com
Coral Gables Trust
John Harris
Managing Director
Chief Wealth Advisor
255 Alhambra Circle, Ste 333
Coral Gables, FL 33134
P: (786) 497-1212
jharris@cgtrust.com
Kaufman Rossin & Co., P.A.
Mark Scott
2699 S. Bayshore Drive, Ste 400
Miami Beach, Florida 33133
P: (305) 858-5600
F: (305) 856-3284
mscott@kaufmanrossin.com
Key Private Bank
Tim Peters
3507 Kyoto Gardens Drive, Ste 100
Palm Beach Gardens, FL 33410
P: (561) 775-6534
F: (561) 775-6565
Tim_Peters@keybank.com
Life Audit Professionals, LLC
Jeremy Bloom
2101 NW Corporate Boulevard, Ste 300
Boca Raton, FL 33431
P: 855-LIFEAUDIT
jbloom@mylifeaudit.com
Smith Barney
Matthew T. Shafer, CIMA
Sr. Vice President Wealth Mgmt
Sr. Advisor, Citi Family Office
595 S. Federal Highway, Ste 400
Boca Raton, FL 33432
P: (561) 393-1507
P: (800) 327-0144
F: (561) 394-0408
Matthew.Shafer@Smithbarney.com
UBS
John Castronuovo
P: (561) 659-9548
john.castronuovo@ubs.com
Dale L. Emerick
Vice President Investments
P: (727) 507-2547
P: (800) 777-0907
Dale.emerick@ubs.com
Udell Associates
Bruce Udell
407 Wekiva Springs Blvd.
Longwood, FL 32779
P: (407) 660-0330
bruce@wealthenjoyment.com
Wilmington Trust
David S. Fritz
2000 PGA Boulevard, Ste 4400
North Palm Beach, FL 33408
P: (561) 630-2112
dfritz@wilmingtontrust.com
Robert Ford
140 Royal Palm Way
Palm Beach, FL 33480
P: (561) 514-6712
P: (800) 814-3429
F: (561) 630-1488
rford@wilmingtontrust.com
Strategic Alliance
American Association of Attorney - CPAs
3921 Old Lee Highway, Ste 71A
Fairfax, VA 22030
P: 1-888-ATTY-CPA
P: 703-352-8064
F: 888-272-2889
F:703-352-8073
info@attorney-cpa.com
