Professional Advisor Committee

Our Professional Advisor Network brings together like-minded individuals who understand the importance of philanthropy, have helped clients make charitable contributions and referred their clients to The Miami Foundation.

Angela M. Carrillo,  MBA

J.P. Morgan Private Bank – Executive Director and Trust Officer – Chair of The Miami Foundation’s Professional Advisory Committee 

 

Angela Carrillo is an Executive Director and Trust Officer at the J.P. Morgan Private Bank in Florida. She joined J.P. Morgan in 2020 with 18 years of banking experience focused primarily in wealth management. In her role, Angela works with families who have named J.P. Morgan as trustee in their estate plans. While working closely with her clients’ attorneys, accountants and other professional advisors, she involves other specialists on the J.P. Morgan team to provide comprehensive wealth management planning that assists clients to meet all of their financial and wealth planning goals. Prior to joining the Private Bank, Angela was a Trust Advisor at The Northern Trust Company where she was the Lead Relationship Manager for ultra high-net-worth clients. Angela is an active member of the Estate Planning Council of Greater Miami. She is the current chair of the Professional Advisory Committee of the Miami Foundation. Angela is an active member of the Junior League of Miami and currently sits on the Board of Directors as the President.

Andres Pino

Professional Bank – Senior Vice President of Private Banking

 

Andres J. Pino recently joined Professional Bank as senior vice president of private banking. He brought over 10 years of experience handling commercial real estate and construction lending services as it applied to private banking. Throughout his career, Pino has managed key components of residential and commercial construction loans, including loan structuring, reviewing of construction plans and contracts as well as budgets. He is a member of the University of Miami Citizens Board, Coral Gables Bar Association and the Coral Gables Community Foundations’ Ponce Society of Young Professionals.

Emanuel Galimidi

Lydecker Diaz – Lawyer

 

Emanuel Galimidi is a partner at Lydecker Diaz and acts as general counsel for a number of national and international enterprises. Galimidi handles a wide range of complex litigation and transactional matters while advising clients on domestic and foreign real estate transactions. He was recognized as a Rising Star by Florida Super Lawyers, an honor granted to only 2.5% of the state’s attorneys each year. Galimidi is a member of both the Dade County Bar Association and Young Presidents of Mount Sinai Medical Center Foundation.

Frank Gonzalez 

BDO USA, LLP – Partner, Audit and Assurance Team

 

Frank Gonzalez provides audit, business consulting, SEC compliance and advisory services to organizations across a wide range of industries. Gonzalez works with clients to accomplish financial and operational objectives through initial and secondary public offerings, capital formation, and mergers and acquisitions. Gonzalez serves on the Board of Directors of the Area Stage Company, CINTAS Foundation, Greater Miami Chamber of Commerce, SebastianStrong and United Way of Miami-Dade as well as The Alliance of M&Z Advisors and the South Florida Banking Institute.

Giselle M. Hugues

Northern Trust – Vice President, Trust Advisor

 

Giselle M. Hugues works with the Wealth Advisory Team to advise high net-worth clients on all aspects of fiduciary and advisory services including estate planning, estate and trust administration, guardianship administration and corporate litigation matters. from her experience as an attorney and advisor, Hugues uses her expertise to serve on the Board of Directors of Florida Foster Care Review and supports several civic and non-profit organizations in the Greater Miami community.

Gus Vega

Total View Advisors – Founder and Managing Partner

 

Gus Vega founded Total View Advisors. He orchestrates holistic planning and investment strategy across the practice. He is a certified financial planner, chartered financial consultant (ChFC) and accredited investment fiduciary (AIF). Vega is a member of the University of Miami Citizens Board and Mentorship Program, Knights of Columbus and founding member of L.I.V.E. (Lead Innovate Volunteer Empower).

Jennifer E. Ockular

Law Offices of Nelson & Nelson, P.A. – Shareholder

Jennifer E. Okcular practices primarily in the areas of tax, estate planning, asset protection planning and probate administration, using her expertise as a Florida Bar Board Certified Wills, Trusts and Estates attorney. Okcular has been recognized as a leading lawyer in the practice area of Tax Law in Best Lawyers in America® since 2019. She has also been named as a top Florida attorney in the area of Estate Planning & Probate by Florida Super Lawyers since 2017. Okcular promotes volunteerism and community engagement and support through her memberships with the Junior League of Miami and the Ambassador’s Legacy Council for Miami Children’s Hospital Foundation.

Joanna B. Lardin

Duane Morris LLP – Associate

Joanna B. Lardin supports individuals, organizations and fiduciaries in wealth and estate planning, probate and taxation by design and implementation of tax minimizing and wealth transfer planning strategies, addressing US income and transfer taxes, domestic and international estate planning, tax compliance, asset protection and business succession planning. Lardin also advises associated parties on estate and trust administration and postmortem planning. Recently named to Best Lawyers “Ones to Watch” in 2021, Lardin enjoys supporting clients on complex matters and sharing best practices through speaking engagements across South Florida

Juan Toro

US Trust – Private Client Advisor 

 

Juan Toro is a managing director and private client advisor with Bank of America Private Bank. Toro works primarily with ultra-high-net-worth individuals, couples and families offering a boutique-like approach grounded in intensive personalization and client privacy. Prior to his current position, Toro spent over 20 years in varying leadership positions at both domestic and international banks. He’s served on the boards of the American Red Cross of Miami Dade and the Keys, Florida Grand Opera, HandsOn Miami, the Bakehouse Art Complex and Nu-Deco Ensemble.

Mark Scott, J.D., LL.M

Kaufman Rossin – Lawyer

 

Mark Scott is a leader in Kaufman Rossin’s estate and trust practice. He specializes in creating and implementing intricate estate planning strategies. In addition, Scott provides clients with gift and trust tax planning as well as estate and gift tax return examination services. He is a member of The Florida Bar, director and secretary of The Florida Bar Tax Section and adjunct professor at the University of Miami’s School of Law, teaching federal income taxation of trusts and estate. Scott is also the development committee chair on The Miami Foundation’s Board of Trustees.

Rhys Williams

Dakota Wealth Management – Client Advisor

 

As a Certified Private Wealth Advisor, Rhys Williams provides high net-worth clients with expertise across all aspects of their financial lifecycle including investment management, taxes and estate planning. Williams spent 12 years in private banking prior to joining Dakota, and he leverages is skills and experience to better serve his clients as a trusted advisor and fiduciary. Moving to South Florida from New Jersey in 1998, Williams took up the sport of competitive cycling, competing in road and track cycling throughout the state and country.

Robert Moore

Baker McKenzie – Managing Partner

 

Robert Moore is a partner in Baker McKenzie’s North America Tax Practice Group (NATPG) and managing partner of the firm’s Miami office. He counsels multinational corporations on international tax planning and global tax projects, including intangible property migration, supply and distribution chain restructuring, corporate reorganizations and financing strategies. Moore also advises on Foreign Investment in Real Property Tax Act (FIRPTA) and treaty-related issues for foreign clients investing or operating in the U.S. In 2013, he was a finalist in Daily Business Review’s Most Effective Lawyer contest and named a 40 under 40 Rising Star by the publication.

Steven Hadjilogiou

McDermott Will & Emery – Partner

 

Steven Hadjilogiou’s practice focuses primarily on inbound and outbound international tax planning for multinational companies and high-net-worth individuals. He’s represented Fortune 500 companies in their tax planning and supply chain projects, pre-immigration planning and cross-border wealth succession. He also has substantial experience advising on transfer pricing, tax-related intellectual property matters, Subpart F and foreign investment in US real property. A published writer, he was instrumental in drafting the amicus curiae brief submitted to the U.S. Supreme Court on behalf of the Florida Bar Tax Section in Knight v. Commissioner in 2008. Hadjilogiou is an adjunct professor at the University of Miami Graduate Tax Program and co-chairs the annual Florida Bar/FICPA International Tax Conference.

The Miami Foundation
Translate »