On the Move, 9/10: Goldner elected board president of Baltimore Estate Planning Council

Posted: 2:20 pm Fri, September 10, 2010
By Wayne Countryman
Assistant Editor

David A. Goldner has been elected president of the board of directors of the Baltimore Estate Planning Council, an interdisciplinary organization for professionals involved in estate planning. Goldner is the managing partner at Gross, Mendelsohn & Associates, a CPA and consulting firm in Baltimore. In addition to being a CPA, Goldner is a certified financial planner and a certified valuation analyst. He provides integrated tax, investment, estate and financial planning services to high-net-worth families and individuals. He also provides business valuation services for estate, litigation and planning purposes. Goldner has a bachelor’s degree in accounting from the University of Maryland and a master’s degree in taxation from the University of Baltimore. He serves on the investment committees of the Komen for the Cure Maryland and Big Brothers Big Sisters of Central Maryland.
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Boards

Three powerhouses in business, philanthropy and history and literature — Eddie Brown, Ed Bernard, and Taylor Branch — have joined the board of directors of the Open Society Institute-Baltimore. Bernard serves as vice chairman of the board of directors of the T. Rowe Price Group, and is chairman of the T. Rowe Price mutual funds. Brown is founder and president of Baltimore-based Brown Capital Management, one of the country’s oldest African-American-owned investment management firms. Branch is the Pulitzer Prize-winning author of the trilogy “America in the King Years.” In 1999, he received the National Humanities Medal. OSI-Baltimore is a private operating foundation that focuses its work exclusively on the root causes of three intertwined problems – drug addiction, an overreliance on incarceration and the obstacles that keep youth from succeeding inside and outside of the classroom. OSI-Baltimore sponsors the Baltimore Community Fellows, who work to create opportunity and bring justice to people in underserved neighborhoods.

Dave O’Callaghan has been appointed to the board of trustees at Carroll Community College, in Westminster. He is engineering director for Northrop Grumman Corp. Power/Control Systems in Sykesville. O’Callaghan has completed graduate coursework in science and engineering at Johns Hopkins University.
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Insurance

PSA Insurance and Financial Services, of Baltimore, has added three staff members: Mark Paterson will serve as an account executive in the employee benefits group after operating Paterson & Associates, a boutique employee benefits firm that specialized in small to mid-size markets, for nearly 20 years. Doug Tyson is the new retirement coach for the firm’s retirement plan services group; he previously worked with Fidelity Investments and Edward Jones. Michael Markovico, who previously was a relationship manager with T. Rowe Price, will serve as senior relationship manager within the fiduciary consulting group.
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Supply

Joe Santini has been hired as director of professional services of Barcoding Inc., of Baltimore. Santini previously served as director of the global sales portal for Siemens Communications. Barcoding Inc. is a national systems integrator, specializing in the development, deployment, and management of supply chain and mobility systems based on automated data capture and wireless technology.