https://www.linkedin.com/in/john-ahern-88a901114/
KEITH ANDRZEJEWSKI
BLWRK.io
Founder
https://www.linkedin.com/in/keithandrzejewski/
Head of National Deposits
Dime Private & Commercial Bank
MARTIN.BALL@DIME.COM
https://www.linkedin.com/in/martin-ball-39010320/
MATT BARRETT
Business Development Executive
Withum
Mbarrett@withum.com https://www.linkedin.com/in/matthewwbarr ett/
New York Private Bank and Trust
Managing Director
BergerJ@nypbt.com
https://www.linkedin.com/in/jim-berger-6028105/
Ext Marketing
iberg@ext-marketing.com
https://www.linkedin.com/in/iraberg/
JAMIE BRUNO
Hedgeye Risk Management, LLC
Director of Sales
jbruno@hedgeye.com
https://www.linkedin.com/in/jamie-bruno-32a6201
2/
SETH BUCHALTER
ROBERT CAPORALE
Gen II Fund Services
President, Strategic & Digital Solutions
Rcaporale@gen2funds.com
https://www.linkedin.com/in/robertcaporale/
GLEN CARBALLO
Dime Community Bank
Director, National Deposits Group
glen.carballo@dime.com
https://www.linkedin.com/in/gcarballo/
YEHUDA BRAUNSTEIN
Sadis & Goldberg
Partner
ybraunstein@sadis.com
https://www.linkedin.com/in/yehuda-braunstein/
DAVID CHRISTENSEN
TOM CLARO
TPC Consulting, LLC.
tom@clarostrategies.com
https://www.linkedin.com/in/tclaro/
GENE CLEAVES
Hedgeye Risk Managment
Director Of Sales
GCLEAVES@HEDGEYE.COM
HTTPS://WWW.LINKEDIN.COM/IN/GENE-CLEAVES-36178060/
GREGG COHEN
Cresa
Principal, Corporate Real-estate Specialist
gcohen@cresa.com
https://www.linkedin.com/in/gregg-cohen-office-leasing-specialist/
Raymond James Financial Advisor
Nate.Collins@RaymondJames.com https://www.linkedin.com/in/nate-collins/
Marsh McLennan
Risk Management Executive
fergus.connolly@marsh.com https://www.linkedin.com/in/fergusmconnolly/
Hedgeye
Equity Research Analyst
https://www.linkedin.com/in/matthewcooper1/
MIKE CORBETT
peter.corritori@catalystmutals.com https://www.linkedin.com/in/pete-corritori-95b68916/
SHAWN COSTELLO
J.P. Morgan Private Bank Private Banker
kyle.coughlin@jpmorgan.com https://www.linkedin.com/in/kylejcoughlin/
ZACHARY CRANE
Crane & Witkin, LLP
Partner
Zachary.Crane@CraneWitkin.com
https://www.linkedin.com/in/zachary-d-crane-3809025a/
ED DELGUERCIO
TIM DUNKEL
JONATHAN DEMARCO
Peapack Private
Senior Managing Director
jdemarco@peapackprivate.com
https://www.linkedin.com/in/jon-demarco-94a54a 6/
MATT DUPUIS
PETER FASCIGLIONE
Toro Alpha Capital
Data Analyst
https://www.linkedin.com/in/peter-fasciglione-129a28311/
BRIAN FOGEL
Axos Bank
Senior Managing Director
bfogel@axosbank.com
https://www.linkedin.com/in/brianfogel/
PETER FORMANEK
YA Capital
Senior Managing Director
peter@yacapital.com
https://www.linkedin.com/in/peterformanek/
TAG GARSON
Excelsior Sports & Entertainment
President
https://www.linkedin.com/in/tag-garson/
Strategic Asset Services
Financial Consultant, Managing Principal
matt@strategicassets.net
https://www.linkedin.com/in/magilmore/
Alliant Insurance Services
Risk Management VP
matt.graser@alliant.com
https://www.linkedin.com/in/matthew-graser-0a680b4/
FRANK GREGORY
FMG Associates LLC
MANAGING DIRECTOR
frank@fmgassociates.net
https://www.linkedin.com/in/frank-gregory-j-d-4254a72/
JONATHAN HALPERN
Holland & Knight
Partner
https://www.linkedin.com/in/jonathan-halpern-64aa13b/
MATT HANLEY
Archishop Stepinac High School
MICHAEL HENDERSON
mhenderson@websterbank.com
Sadis & Goldberg
Co-Founding Partner
Dhirsch@sadis.com https://www.linkedin.com/in/douglas-hirsch-00201810/
MICHAEL HUGYO
TOM HYLAND
Brown Brothers Harriman
https://www.linkedin.com/in/thomashylandphiladelphia/
HTTPS://WWW.LINKEDIN.COM/IN/GREGJACOBS3/
Managing
MJENNINGS@BITEINVESTMENTS.COM
HTTPS://WWW.LINKEDIN.COM/IN/MARKEJENNINGSJR/
SAM KRAUSE
BRENDAN KURPIS
BRIAN LANDY
LEE@GARNETTSTATION.COM
HTTPS://WWW.LINKEDIN.COM/IN/DAN-LEE-GSP/
KEVIN LUCHETTA
PIONEER FINANCIAL
PARTNER, WEALTH MANAGEMENT ADVISOR
KEVIN.LUCHETTA@NM.COM
HTTPS://WWW.LINKEDIN.COM/IN/KEVINLUCHETTA/
CMARFIONE@THEBDCGROUP.COM
HTTPS://WWW.LINKEDIN.COM/IN/COSMO-MARFIONE-P-E-9300248/
PAUL MARINO
SADIS & GOLDBERG PARTNER
PMARNO@SADIS.COM
HTTPS://WWW.LINKEDIN.COM/IN/PAMARINO/
DUSTIN MARTELLO
GROVERTON
CEO/ FOUNDER
DUSTIN@GROVERTON.COM
HTTPS://WWW.LINKEDIN.COM/IN/DUSTINMARTELO/
ANTHONY MASCIA
ESSENTIAL FUND SERVICES INTERNATIONAL, LLC
MANAGING DIRECTOR
ADM@ESSENTIALFSI.COM
HTTPS://WWW.LINKEDIN.COM/IN/ANTHONYDANIELMASCIA/
PATRICK MASSARONI
ARCHBISHOP STEPINAC
VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT
JASON MEKLINSKY
Sonato One
Chief Revenue officer
jason.meklinsky@sonataone.com
https://www.linkedin.com/in/jason-m-0172154/
JONATHAN MENNA
Menna & CO Advisors LP
Managing Partner
JMENNA@MENNACO.CO
PENN MILLER JONES
Adare Advisors, LLC
Founder/ Managing Partner
HTTPS://WWW.LINKEDIN.COM/IN/PENN-MILLER-JONES9B88B910/
ANTHONY MOLEA
Webster Bank
Managing Partner Commercial Credit Analyst
https://www.linkedin.com/in/anthony-molea-001491181/
DAN MONTANARO
https://www.linkedin.com/in/dan-montanaro-6b4169187/
ISTVAN NADAS
Dunes Point Capital, LP
Managing Director
istvan.nadas@dunespointcapital.com
https://www.linkedin.com/in/istvan-nadas-5 3b336b/
MICHAEL PATANELLA
Grant Thornton
Managing Partner, Asset Management
michael.patanella@us.gt.com
https://www.linkedin.com/in/michael-patanella-82653910/
KEVIN PEEL
Hedgeye Risk Managment
Managing Director, Institutional Sales
https://www.linkedin.com/in/kevin-peel-27223689/
PATRICK PERDUE
Pura Softwash
Managing Director
patrickfperdue@gmail.com
HTTPS://WWW.LINKEDIN.COM/IN/PATRICKPERDUE/
JOE PUGLISI
Integrated Solutions
Managing Director
jpuglisi@integrated.solutions
HTTPS://WWW.LINKEDIN.COM/IN/JOE-PUGLISI-58BA09B/
CHRIS REENOCK
Carter Morse & Goodrich
Managing Director
https://www.linkedin.com/in/chris-reenock-8007454/
JOSHUA RILEY
BLWRK.io
Co-Founder
josh@blwrk.io
https://www.linkedin.com/in/joshua-riley-1265022/
DAN RODRIGUEZ
Gen II Fund
Director of Business Development
drodriguez@gen2fund.com
https://www.linkedin.com/in/daniel-rodriguez-a351a199/
GRASSI PARTNER
AROSS@GRASSIADVISORS.COM
HTTPS://WWW.LINKEDIN.COM/IN/ADAM-ROSS-A4AB0A34/
JENNIFER ROSSAN
ZRN@BENDEREQUITY.COM
HTTPS://WWW.LINKEDIN.COM/IN/ZAK-ROSS-NASH-5BB04568/
SHASHI SADHWANI
AXOS BANK
AVP, RELATIONSHIP MANAGER
SSADHWANI@AXOS.COM
HTTPS://WWW.LINKEDIN.COM/IN/SHASHI-SADHWANI-ABA51A85/
MIKE SCHMIDT
GRANT THORNTON
MANAGING DIRECTOR
MIKE.SCHMIDT@US.GT.COM
HTTPS://WWW.LINKEDIN.COM/IN/MICHAEL-SCHMIDT-44793939/
ALBERT SEVILLANO
THOMAS SHEFFIELD
DIRK SIMPSON
ROYER COOPER COHEN BRAUNFELD PARTNER
rsmith@bernstein.com
HTTPS://WWW.LINKEDIN.COM/IN/RONSMITHAB/
QUAIL RIDGE ASSET MANAGEMENT
INVESTMENT BANKING REP
RON.SYLVESTRI@QUAILRIDGEASSET.COM
HTTPS://WWW.LINKEDIN.COM/IN/RONALD-J-SYLVESTRI-JR-A998A0B/
CHAZ TERRIBILE
ARMANINO ADVISORY
MANAGER, BUSINESS DEVELOPMENT
chaz.terribile@armanino.com
HTTPS://WWW.LINKEDIN.COM/IN/CHAZT/
DAVID THOMAS
MATT TRINKAUS
4PINES FUND SERVICES
CHIEF FINANCIAL OFFICER
MATT@4PINESFS.COM
HTTPS://WWW.LINKEDIN.COM/IN/MATTHEW-TRINKAUS-CPA-25906128/
MIKE TRINKAUS
4PINES FUND SERVICES
CHIEF EXECUTIVE OFFICER
MIKE@4PINESFS.COM
HTTPS://WWW.LINKEDIN.COM/IN/MICHAEL-TRINKAUS-8926785/
JOSEPH VARVARA
FORTE CAPITAL GROUP
MANAGING DIRECTOR
JVARVARA@FORTECAQITALGROUP.COM
HTTPS://WWW.LINKEDIN.COM/IN/JOSEPH-VARVARA-B4456811/
ALLIANCE ADVISORS
EXECUTIVE VICE PRESIDENT
LVEGA@ALLIANCEADVISORS.COM
HTTPS://WWW.LINKEDIN.COM/IN/LOU-VEGA-48780725/
TAXWORKTEAM.COM
HTTPS://WWW.LINKEDIN.COM/IN/MARC-WALDMAN-A5A5826/
STNL ADVISORS
SVP, BUSINESS DEVELOPMENT
NWALTERS@STNLADVISORS.COM
HTTPS://WWW.LINKEDIN.COM/IN/NICK-WALTERS-2A92776/
CRANE & WITKIN
CARL.WITKIN@CRANEWITKIN.COM
HTTPS://WWW.LINKEDIN.COM/IN/CARL-WITKIN-5568014A/
