LifeAct Board of Trustees
OFFICERS
Frank Fantozzi, CPA, MST, PFS, CDFA, AIF
Chairman of the Board
President and Founder
Planned Financial Services
John L. Hertzer, M.D.
President
Division Director, Child & Adolescent Psychiatry
University Hospitals Cleveland Medical Center
Marilena DiSilvio, Esq.
Vice Chairman
Partner
Elk & Elk
Loree Vick
Vice Chairman
Founder
Vick Communications
William A. Wortzman, CPA, Esq.
Vice Chairman
Chair of Endowment
President and Owner
Wortzman & Gingerich Company
Robert Perkins IV
Treasurer
Chair of Finance Committee
Investment Representative, Financial Advisor
Securities America, Inc.
Thomas R. Cirincione, C.F.A.
Assistant Treasurer
Senior Portfolio Manager/Senior VP
Huntington Private Bank
Judith Caster, LISW-S
Secretary
Chair of Education Program Committee
TRUSTEES
Daniel G. Berick, Esq.
Partner
Squire Patton Boggs (US) LLP
Jennifer Treadway Burke, J.D., M.S.W.
Founder
MooBoo Resources, LLC
Sandhya Gupta, Esq.
Co-Chair of Diversity Initiative
Of Counsel
The Chandra Law Firm LLC
Jim Hopkins
President
CPI-HR
Pamela B. Keefe
Harvey Kotler, CLU
Judith Kovach
Co-Founder & Chair
Cleveland Kids’ Book Bank
Jessica Leonard, CPA
Senior Manager
RSM
James Lundquist
VP of Consulting Services
PRADCO
Steven J. Maclntyre
Diane O. Malarik, CPA
Managing Director, COO & Treasurer
Moreland Management Company
Christina M. Moran, Ph.D.
Business Unit Manager
MarshBerry
Richard W. Owens
Financial Services Executive
Peter D. Roth, J.D.
John D. Wheeler, Esq.
Attorney at Law
Colin Wilkinson
VP Controller – Hydraulics Group
Parker Hannifin Corporation