Learn More


STEP New York was founded in 1995. With over 300 members, we are the largest and fastest-growing branch in the United States.

We host at least 12 meetings and events per year, many of which provide CLE and CPE credits, and we have an average 75 attendees each meeting. In addition, each March we co-host an annual International Estate Planning Institute.


STEP New York Branch Officers serve for a three-year term:

Megan Worrell, Duane Morris, Chair

Ed Devine, Brown Brothers Harriman, Vice Chair and Chair of Program Committee

Marina Cristiani,  CISA New York & Brent Lipschultz, PWC,  Vice Chairs and Co-Chairs Events Committee

Carly McKeeman Doshi, HSBCPB, Vice Chair and Chair of Communications Committee

Steve Saraisky, Cole Schotz, PC, Vice Chair and Chair of Membership Committee

Peter Culver, Family Wealth Advisors, Vice Chair and Chair of the Sponsorship Committee

David Isaacs, Triple Peel International, LLC, Treasurer

Jeryl Pine, Secretary


Continue reading more about our relationship with STEP Worldwide here.