The Breakfast Club
A Project of Your 
The Breakfast Club, the networking sensation created by the Broward Health Foundation has become a membership organization! This group of estate attorneys, accountants, financial advisors and high level wealth managers meets every other month for a complimentary breakfast at Broward Health Broward General Medical Center. What makes the Breakfast Club different from other networking groups is that we bring both a financial and medical speaker to every meeting. Attendees especially enjoy learning about the high caliber of medicine and new technology offered at Broward Health.
The agenda always includes self introductions and an update on the Broward Health Foundation and its fundraising initiatives. We hope that this group will tell their clients about the donor opportunities available. Whether someone wishes to donate as a result of tax consequences, or because they feel strongly about supporting their community healthcare system, the Breakfast Club provides good information.
Since the difference between a good hospital system and a great hospital system is philanthropy, it is the ultimate goal of the Breakfast Club to realize donations and/or planned gifts as a result of educating the financial professionals that are part of this prestigious group.
The annual membership fee of $100 will provide the following:
- Invitation to all six (6) Breakfast Club meetings throughout the year.
- Inclusion of your name, company, address, phone and e-mail on the Breakfast Club webpage located on the Broward Health Foundation website.
- Permanent member name tag
- Inclusion on mailing list to receive Powerful Friends, the newsletter published by Broward Health Foundation
- Invitations to all Broward Health Foundation sponsored events
Guests are welcome for a fee of $15.00, but should be a financial professional in order to maintain the integrity of the group. For more information please contact Traci Allyn Shur, Director of Major Gifts and Planned Giving at 954-355-5248 or tshur@browardhealth.org.
The remaining 2010 Breakfast Club meetings will be held:
Wednesday August 11
Wednesday October 13
Wednesday December 8
Current Members
Susan Carriegos
Bank Atlantic
701 West Cypress Creek Road
Ft. Lauderdale, FL 33309
954-491-3109
scarriegos@bankatlantic.com |
Mitch Margolies, CPA
Marcum Rachlin
450 East Las Olas Blvd., 9th Floor
Fort Lauderdale, FL 33301
Work - 954-728-2505
Mitchell.margolies@marcumrachlin.com |
Lucinda Ortigao Golfin
First Vice President
Private Wealth Management
SunTrust Bank
501 E. Las Olas Boulevard 2nd Floor
Ft. Lauderdale, Fl 33301
Business Phone - 954-765-7232
Fax - 954-765-7489
Lucinda.Ortigao@suntrust.com |
C Scott Rassler, Director of Estate Planning
Mahoney and Associates
2455 East Sunrise Blvd.- Suite 300
Fort Lauderdale, FL 33304
Business Phone - 954-390-0612
Cell - 954-562-0355
srassler@mahoneyandassociates.com
|
|
Joseph Epstein, CPA, Director
RSM McGladrey
100 NE 3 Avenue - Suite 300
Fort Lauderdale, FL 33301
Business Phone - 954-356-5679
Cell - 954-270-1888
Joey.epstein@RSMI.com
|
Chris Mcclave, Financial Services Representative
Metlife
2500 N. Military Trail- Suite 160
Boca Raton, FL 33431
Business Phone - 562-998-6600 x 6501
Cell - 954-701-3097
cmcclave@metlife.com |
Ken Ortner, CPA
Kenneth A. Ortner, P.A.
1119 SE 3rd Avenue
Fort Lauderdale, FL 33316
Business Phone - 953-764-4554 x16
kaocpa@bellsouth.com
|
Charles Shirley, VP Banking Center Manager
Comerica Bank
2800 Weston Road, Suite 100
Weston, FL 33331
Work - 954-306-4502
Cell - 954-249-0238
ceshirley@comerica.com
|
|
Randy Friedlander, Senior Vice President
Morgan Stanley
350 East Las Olas Blvd., Suite 500
Fort Lauderdale, FL 33301
Business Phone - 954-713-8414
randy.friedlander@morganstanley.com
|
Greg Medalie, Attorney
Medalie & Medalie
800 East Broward Blvd. – Suite 301
Fort Lauderdale, FL 33301
Business Phone - 954-522-5303
gmedalie@medalielaw.com
|
David Palmer, SVP. Regional Manager
BankAtlantic
1801 North Pine Island Road
Plantation, FL 33332
Business Phone - 954-474-9537 x 7017
Cell - 954-661-5329
DPalmer@bankatlantic.com
|
David Sheinheit, CIMA, Vice President Investments
Morgan Stanley Smith Barney
20807 Biscayne Blvd., Fifth Floor
Aventura, FL 33180
Business Phone - 305-936-2718
Cell - 954-554-9959
David.shenheit@mssb.com
|
|
Martin Granoff
Granoff Enterprises
3145 Maple Lane
Davie, FL 33328
Business Phone - 954-370-1806
granoff@granoffenterprises.com
|
Ginny Moro, Director
Sequoia Company Accounting Services, LLC
3209 Dow Street
Pompano Beach, FL 33062
Business Phone - 954-783-2920
Cell - 954-610-5138
sequoiaco@aol.com
|
Peter Palin
Planned Giving Consultant
1704 SW 14 Street
Fort Lauderdale, FL 33312
Business Phone - 954-525-4694
Cell - 561-289-3413
peterpalin@bellsouth.net
|
David Shulman, Attorney
Law Offices of David Shulman, PL
401 East Las Olas Blvd. Suite 130-491
Fort Lauderdale, FL 33301
Business Phone - 954-990-0896
Cell - 954-651-8777
David@davidshulmenlaw.com
|
|
Bonnie Mackey
Levin, Silvey, Zelco & Mackey, P.A.
2699 Stirling Road, Suite B-205
Hollywood, FL 33312
Business Phone - 954-985-8805
Cell - 954-249-2818
bonnie@lszcpa.com
|
Ben Olive, Attorney
Olive and Associates
2438 East Las Olas Blvd.
Fort Lauderdale, FL 33301
Business Phone - 954-334-2250
ben@olive-law.com
|
Sheldon Polish, Attorney
Berger Singerman
350 East Las Olas Blvd., Suite 1000
Fort Lauderdale, FL 33301
Business Phone - 954-712-5132
Cell - 954-319-1227
spolish@bergersingerman.com
|
Kim Smith
BankAtlantic
1600 South Federal Highway
Pompano Beach, FL 33062
954-942-7443 Ext. 7000
Cell - 954-529-5284
ksmith@bankatlantic.com
|
|
Tracy Mandart, Accredited Wealth Management Advisor
Janney Montgomery Scott, LLC
515 East Las Olas Blvd- Suite 900
Fort Lauderdale, FL 33301
Business Phone - 954-762-4452
Cell - 954-288-7677
|
Mary Jane Olsavsky, CTFA
Vice President
BNY Mellon Wealth Management
910 E. Las Olas Blvd. Suite 200
Fort Lauderdale, FL 33301
Buisness Phone: 954-343-9141
mary.jane.olsavsky@bnymellon.com
|
Richard Rangel
City National Bank
350 East Las Olas Blvd. Suite 1130
Fort Lauderdale, FL 33301
Work- 954-765-5628
Richard.rangel@citynational.com
|
|
|