NVEPC Slate of Officers & Directors 2022-2023 

Annually, NVEPC members are asked to consider the Slate of Nominees for NVEPC Officers and Directors for the next year.

On Wednesday, October 19, 2022, you received the proposed NVEPC slate of Officers & Directors for FY 2022-2023 via email; and the slate was announced at the October 25, 2022, membership meeting. There have been no additional nominees offered by the membership. Please use the form below to cast your votes on the proposed slates.

Just 3 Steps:

  1. Slate of NVEPC Board of Directors – vote yes or no
  2. Slate of NVEPC Officers – vote yes or no
  3. List your name and email address – which will be held confidential – at end of the form

Please cast your votes on the two (2) ballots below by Monday, November 14, 2022.

If you have any questions, please email NVEPC at NVEPC@ascent-management.com.

Ballot #1 – for Board of Directors:

The following NVEPC members have been nominated to serve on the Board of Directors for FY 2022-2023:

  1. J. Max Barger, JD, CEPA, AEP®, Wealth Strategy Regional Manager, PNC Private Bank
  2. Michael Byman, MBA, CFP®, Senior Wealth Advisor, Hemington Wealth Management
  3. Christopher Pintauro, Managing Director and Regional Director, Bessemer Trust
  4. Jennifer Sarajian Stone, CPA, Managing Director, Andersen

Continuing on the Board are:

  1. James Philip Head,  JD, LLM, AEP®, Tax Managing Director, BDO USA, LLP
  2. C. Ware Palmer, TEP, Managing Director, J.P. Morgan Private Bank
  3. Sharda Setia, Senior Vice President/Senior Fiduciary Advisor, PNC Private Bank
  4. Gregory M. Smolen, JD, CRPC®, Vice President, Trust Department, Chain Bridge Bank, N.A.

Vote below

Ballot #2 – for Officers:

The following NVEPC Board Members have been nominated to officer positions for FY 2022-2023:

  1. President: C. Ware Palmer, TEP, Managing Director, J.P. Morgan Private Bank
  2. Vice President: Gregory M. Smolen, JD, CRPC®, Vice President, Trust Department, Chain Bridge Bank, N.A.
  3. Treasurer: Jennifer Sarajian Stone, CPA, Managing Director, Andersen
  4. Secretary: Sharda Setia, Senior Vice President/Senior Fiduciary Advisor, PNC Private Bank

Vote below.