ACTEC Announces Margaret G. Lodise as New President

ACTEC today announced that Margaret G. Lodise will serve as 2026–2027 ACTEC President. Lodise is a Partner at Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP in Los Angeles, California. She succeeds 2025–2026 ACTEC President Peter S. Gordon, a Director at Gordon, Fournaris & Mammarella, P.A. in Wilmington, Delaware.

ACTEC Elects New Members to the Board of Regents

ACTEC today announced three new Regents were elected to its Board of Regents during the College’s Annual Business Meeting, held in Tampa, Florida, on Friday, March 6, 2026. ACTEC’s Board of Regents is the governing body of the College.

ACTEC Elects 29 New Fellows to the College

The College is pleased to announce that 29 individuals were elected: three Academic Fellows; two International Fellows (one from Canada and one from China); one Fiduciary Counsel Fellow and 23 private practice Fellows. Ten New Fellows are graduates of an ACTEC Fellows Institute.

ACTEC Elects 34 New Fellows to The College

The College is pleased to announce that 34 individuals were elected: 26 Fellows, one Academic Fellow, three Fiduciary Counsel Fellows, two International Fellows from Canada, one International Fellow from Japan, and Russell N. James, III, Professor of Charitable Financial Planning at Texas Tech University, was elected as an Honorary Fellow.

ACTEC Announces Peter S. Gordon as New President

ACTEC today announced that Peter S. Gordon will serve as the 2025–2026 President. Gordon is a Director at Gordon, Fournaris & Mammarella, P.A. in Wilmington, Delaware. He succeeds 2024–2025 ACTEC President Susan D. Snyder, a Senior Planner on Northern Trust’s Regional Wealth Advisor Team in Chicago, Illinois.