LifeAct Board Information

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