Planned Giving Advisory Council

NorthShore University HealthSystem is dedicated to pursuing its mission of community-connected care by putting partnership with our communities at the forefront of what we do. The NorthShore Foundation endeavors to broaden awareness of our mission and enhance community-based philanthropy—individual, corporate and public—with collaborative events, educational activities, and programs and public service outreach.

The Planned Giving Advisory Council (PGAC) is a community-based volunteer organization with membership from throughout our region. Formed in partnership with the NorthShore Foundation, the PGAC helps NorthShore grow its long-term capacity for superior clinical care, academic medical excellence, and leading-edge innovation and research. These advocate professionals come from banking, wealth advising, accounting, legal and investments specialized backgrounds. They serve as engaged partners in promoting NorthShore, contributing technical expertise and encouraging the NorthShore-sustaining philanthropy generated through planned giving.

Planned Giving Advisory Council Membership

Karen M. Jones, Chair
Senior Vice President, Private Client Advisor
Private Bank
Bank of America Tower

Gary N. Bowyer, CFP
Executive Vice President
Deerfield Financial Advisors (Ret.)

Mary Cascino
Estate Planning and Probate Attorney
Counsel, Strauss Malk & Feder LLP
Adj. Professor, UIC John Marshall School of Law

Touré S. Claiborne
Managing Partner
Kearney Park Investments

Frank Evans
Managing Associate
Chicago Benefit Associates

Clay P. Hessel, RHU
Vice President, Wealth Management
Alera Group

Ike P. Hong, Past Chair
Chief Strategy Officer, Founder Emeritus
Pacific Construction Services, Inc.

Alfred S. Lee
Attorney
Pluymert, MacDonald, Hargrove & Lee, Ltd.

Raymond Lee, CLU
Financial Advisor
Northwestern Mutual – Chicago

Joseph Lolli, CLU, RFC
Vice President
GCG Financial (Ret.)

Jay Lytle
Director
First Bank & Trust (Ret.)

Ross W. Mathée
President-Skokie
North Shore Community Bank & Trust Company

Julie Mokdessi
Vice President, Wealth Strategist
The Northern Trust | Wealth Management

John J. Troy, CPA, MM
Chief Administrative Officer
Community Counseling Centers of Chicago (Ret.)

Timothy W. Quinn
Sr. Vice President, Philanthropic Client Manager
Private Bank
Bank of America Tower

Anthony C. Wai, CFA, CPA
Director
Z Capital Group, LLC

Thomas G. Walder, CLU, CLTC
Financial Representative
Northwestern Mutual (Ret.)

Note: Current through 07/01/2022