Professional Advisors Council

Professional Advisors Council

Our Professional Advisors Council includes individuals from a variety of disciplines, including law, accounting, financial planning, insurance and investment, and wealth management. Members are invited to serve two-year terms of service, and they share our commitment to building a better Bay Area, an interest in our programmatic work and to the power of charitable giving. Meetings are held exclusively for members of the council four times per year and provide a forum to discuss new initiatives at the foundation and gift planning strategies.

We are grateful for the involvement of these professionals in our work, as members provide the foundation with critical feedback and guidance.

2019 – 2020 Members

Caitlin Carey |Partner, Perkins Coie LLP

Caitlin Carey serves as Partner at Perkins Coie LLP, where she advises clients in the areas of estate planning, tax planning, premarital planning, trust administration and probate court matters. Caitlin’s clients include individuals and families of all types. Caitlin received a B.A. in English from Boston University, a J.D. from the University of Oregon School of Law and an LL.M. in Taxation from Golden Gate University.

Richard Davis-Lowell, C.F.P., CEPA |Senior Director, BNY Mellon Wealth Management

As the Senior Director at BNY Mellon Wealth Management, Richard is responsible for new business development in Northern California. Richard works with individuals, families, foundations, and endowments to identify how BNY Mellon Wealth Management’s capabilities can help them reach their wealth management goals. Richard received his B.S. in Political Science from the University of California, Los Angeles. He holds the CFP and CEPA designations. Fun Fact:  Richard enjoys raising freshwater tropical fish and is a member of the SF Aquarium Society.

Lisi Bailliere Dean |Senior Vice President and Investment Counselor, Capital Group Private Client Services

As Senior Vice President and Investment Counselor for Capital Group Private Client Services, Lisi works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations.  Lisi also helps nonprofit foundations and endowments to realize their long-term financial objectives through effective planning and investment management. She holds a B.A. from Harvard and her M.B.A. from Northwestern University’s J.L. Kellogg School of Management. Fun fact: Lisi is a former player on the US Women’s Lacrosse team.

Mitchell Edwards, Esq. |Partner, Coblentz Patch Duffy & Bass LLP

Mitch Edwards is a Partner at Coblentz Patch Duffy & Bass LLP, where he focuses on estate planning for high net worth individuals and trust and estate litigation and administration. Mitch is a member of the San Francisco Estate Planning Council and the Trusts and Estates Section of the State Bar of California. Mitch received a B.A. in Psychology from the University of California, Los Angeles and a J.D. from Georgetown University Law Center. Fun fact: Mitch and his partner, Erica, own two French bulldogs named Willie Nelson and Dollie Parton.

Christopher Hurtado |Senior Vice President, Seven Post

Bio coming soon.

Julia Matsudaira |Senior Vice President, Jordan Park

Julia is Senior Vice President at Jordan Park. Prior to joining Jordan Park, Julia was a Vice President at Goldman Sachs and spent 10 years in the nonprofit sector focused on education and leadership development. Julia received her B.A. in East Asian Studies from Wesleyan University and her MBA from Cornell University Johnson Graduate School of Management. Fun Fact: Julia is passionate about mentoring and coaching.

Karl Mill |Founder, Mill Law Center

Karl is Founder of Mill Law Center. Karl holds in B.A. in Philosophy from Marist College, an M.A. in Education from the University of Mississippi, and a J.D. from Columbia University. Fun Fact: Karl used to teach High School Algebra in Sardis, Mississippi.

Gigi Orta |Executive Director, J.P. Morgan Private Bank

Gigi is a Wealth Advisor at J.P. Morgan Private Bank covering San Francisco and Palo Alto clients. As an estate planning attorney, Gigi provides comprehensive, personalized estate planning and wealth-transfer counseling to couples, families and individuals. Gigi received a B.S. from Syracuse University, a J.D. from the University of San Francisco and an L.LM. in Taxation from Golden Gate University. Fun fact: Gigi was a radio DJ in college.

Laura Pantaleo |Wealth Advisor, Wetherby Asset Management Co.

Bio coming soon.

George Rokas, C.F.A. |Vice President, Northern Trust

George is Vice President at Northern Trust where he works with clients to understand their goals and build comprehensive financial plans to help them achieve those goals. George holds a B.S. in Business Administration with an emphasis in Finance from the University of California at Berkeley. He is also a Chartered Financial Analyst. Fun Fact: When he is not working, George enjoys cooking, cycling and tennis.

Elizabeth Sevilla, CLU, ChFC |Partner, Seiler LLP

Elizabeth is a Partner at Seiler LLP. She is a leader in Seiler’s Trusts and Estates practice. Elizabeth received degrees in Psychology and Economics from the University of the Philippines. Elizabeth also has Chartered Life Underwriter and Charter Financial Consultant certifications from the American College in Bryn Mawr, Pennsylvaniaand is an Enrolled Agent with the Internal Revenue Service. Fun Fact: Elizabeth loves to experiment with food and wine pairings!

Lan Shaw, C.F.P. |Founder, Vision Financial Planning, Inc.

Lan is the Founder of Vision Financial Planning, Inc., where she helps individuals, couples, independent women and families pursue their dreams and make meaningful financial decisions that are true to their values. Lan received her B.S. in Systems Engineering from Tianjin University in China and her MBA from Lancaster University Management School in the UK. Fun fact: Lan bungy jumped 141 feet off the Kawarau Bridge in Queenstown, New Zealand, where the world’s first bungy jump took place.

Leigh Shimamoto |Wealth Management, Wealth Architects

Bio coming soon.

Endy Ukoha-Ajike, LL.M. |Attorney, Ukoha-Ajike Law Group, P.C.

Endy is a California licensed attorney who practices primarily in the areas of Tax, Estate Planning, Business Consulting and Non-Profit consulting. He started the Ukoha-Ajike Law Group in July 2002. Endy has an LL.M. (Masters of Law in Taxation) from Golden Gate University. Endy also has a Certificate in Negotiations from the Negotiations Institute of Harvard University Law School. Fun Fact: Endy is a very passionate football (soccer) fan. He still enthusiastically follows the worldwide game. Endy played on a semi-pro level while growing up in Nigeria and misses playing the beautiful game.

Kirsten Wolff |Partner, Sideman & Bancroft Law Offices

Bio coming soon.