Jill Levine is a graduate of Tulane University and brings to our board additional expertise in managing real estate enterprises. She has served on several other boards, including Temple Emanu-El, a supporting foundation for the Atlanta Jewish Federation. She also served on the board of directors for the Weinstein Hospice in Atlanta, where she is currently an honorary member.
Bruce S. Udell has over 40 years of experience in the financial industry. He is the CEO of Retirement Wealth Specialists and founder of Udell Associates. Bruce holds an Advanced Estate Planning certificate from The American College in Bryn Mawr, Pennsylvania and is a Chartered Financial Consultant, a Master Certified Estate Planner, and a Chartered Life Underwriter.Bruce is a dynamic speaker and author of several books; Enjoy your Wealth and Pass it On a contributing author to the Florida Bar’s Basic Estate Planning in Florida, Fifth Edition. He invented The Wealth Enjoyment System®, an innovative approach to estate planning. Bruce is a life member of the Million Dollar Round Table and a past advisory board member of the Top of The Table, a distinguished group of the top life underwriters worldwide.
Susan Benson-Steenbarger is an active community supporter and has lent her knowledge and provided services to a vast host of organizations in Sarasota, such as Harvest House, the SaraMana Chapter of ORT, Temple Emanu-El, Sarasota Orchestra and Temple Beth Sholom. She is also an active sponsor for the Great Dane Rescue of Southwest Florida.Susan currently serves on the board of the Jewish Federation of Sarasota-Manatee and the Aviva Jewish Housing Foundation. She has served on multiple boards such as American Heart Association, A.M.C. Cancer Research, Myasthenia Gravis Foundation and Women’s Resource Center, among many others.
Merrill Wynne is a founding partner of Habif, Arogeti & Wynne, where he specializes in individual, estate, financial and tax planning. His experience encompasses more than 40 years of involvement with issues affecting health care, real estate and retail clients. A long-time resident of both Atlanta, Georgia and Sarasota, Florida, Merrill continues to maintain his firm in both cities. He is currently the Planned Giving Endowment Chair of the Jewish Federation of Greater Atlanta and president of the Standard Club of Atlanta. Merrill is also on the boards of the Jewish Federation, Perlman Music Program Suncoast and the advisory board of the Gulf Coast Community Foundation.
Isabel Anchin Becker, a member of the National Council of Jewish Women, served as the president of the Westchester Women’s Council of Realtors in Westchester County, New York before relocating to Sarasota, Florida. She has a passion for the arts and is currently involved in multiple organizations offering her leadership and support to the Fine Arts Society of Sarasota, the Sarasota Ballet, Art Center Sarasota, Venice Art Center, and the Art and Cultural Alliance of Sarasota County. She is an exceptional fabric artist who has exhibited at The Landings, the Art and Cultural Alliance, Art and Frame and the Art Centers of Sarasota and Venice.Isabel currently leads one of the most beloved art classes for residents at Anchin Pavillion and Benderson Skilled Nursing and Rehabilitation, and a watercolor painting class at Kobernick for independent living.
Sheila Birnbaum has served as an advocate, educator and change agent in the healthcare field. At Robert Wood Johnson University Hospital in Hamilton, New Jersey, she established a patient-centered culture of service throughout the hospital. While there, she also initiated, developed and implemented the Arts & Healing program, the Service Recovery program, and several employee programs that led to dramatic improvements in employee satisfaction.The programs Sheila developed have won numerous industry awards. Sheila’s columns on health and patient advocacy have been published by several journals in New Jersey.
Deborah Breslof is no stranger to the inner workings of non-profit organizations. Before relocating to Sarasota, Deborah was an active member of the Pittsburg United Way and the Jewish Federation of Greater Pittsburg while also serving on the board of the Jewish Association on Aging. In addition to her extensive non-profit work, Deborah is an expert in financial planning and wealth management currently serving as a Senior Vice President and Senior Banking Advisor with PNC.
Norman Cohen has a passion for developing leaders and has served as an Executive Coach and speaker for The John Maxwell Company. Norman is the CEO of Leadership Builder, LLC a training organization dedicated to helping people become better leaders. He has over 40 years of experience in the home building industry. For over 25 years, he has served on the board of the National Association of Home Builders. Previously, has served on the board of Temple Emanu-El, Vistage International, and as a managing member of Camelot Signature Development, LLC.
Bob Israeloff is the founder and former CEO of Israeloff, Trattner & Co, CPAs, PC, one of New York’s leading professional service firms. Named one of the 125 most influential CPAs in the history of the U.S., he is a past chairman of the American Institute of Certified Public Accountants and past president of the New York State Society of Certified Public Accountants.Bob has served on numerous nonprofit boards at the local and national levels, including as former president of HIAS, Inc., and treasurer for both the Perlman Music Program/Suncoast and Sarasota County Arts Council.
Alfred Rose operated a family real estate management business in the suburbs of Westchester County, New York. He began working in the family business immediately after graduating college in 1958.Alfred moved to Sarasota in 1985 after a two-week vacation at The Colony on Longboat Key inspired him to stay. Prior to serving on the Kobernick-Anchin board, Alfred was the chair of the capital campaign for the Center for Building Hope, an organization that offered free programs and services to people affected by cancer.