Attendee Book June 24th, 2024
Thank you to our sponsors!
Paul Marino
SADIS & GOLDBERG LLP
PARTNER
212.573.8158
pmarino@sadis.com
https://www.linkedin.com/in/pamarino/
Paul Marino is a partner in the Financial Services and Corporate groups Paul focuses his practice in matters concerning financial services, corporate law and corporate finance. Paul provides counsel in the areas of private equity funds and mergers and acquisitions for private equity firms and public and private companies and private equity fund and hedge fund formation.
Paul works on a variety of M&A transactions, including leveraged acquisitions, divestitures of business divisions, going-private transactions, and other strategic acquisitions and dispositions, in the following industries: manufacturing, telecommunications, consumer products, hospitality, healthcare, and technology, among others. His practice also includes joint ventures and general company representation matters.
Paul has represented national and multinational corporations, ranging from telecoms to tech companies, as well as real estate syndication and financial investors and investment advisors. He has also negotiated and structured a number of U.S. domestic and cross-border mergers and acquisitions and joint ventures.
Joe Greco
Palio, Inc.
FOUNDER/PRESIDENT
917.319.8827
joe@palioinc.com
https://www.linkedin.com/in/joseph-Greco-b782b64/
To achieve peak performance in life and work, we must be courageous to explore both sides of ourselves and our teams - the positive attributes as well as those in need of refinement. At home with my loving family, at play with my diverse friendships, and in the professional arena with my intriguing clients & colleagues - we are continually graced with opportunities to expand ourselves. It boils down to: Preparation & Execution. Daily.
PALIO serves clients in a professional development and performance coaching capacity. We acknowledge the natural and nurtured talents our clients possess, and partner to stimulate healthy growth in meaningful capacities for peak productivity.
Stryker
Senior Design Assurance
aronoffs@umich.edu
https://www.linkedin.com/in/sion-aronoff/
Jonathan Bernstein
Sadis and Goldberg
PARTNER
212.573.8030
jbernstein@sadis.com
https://www.linkedin.com/in/jonathan-bernstein-8765058a/
Jonathan Bernstein is a Partner in the Financial Services and Corporate groups. Jonathan focuses his practice in matters concerning mergers & acquisitions, corporate law and general corporate counseling. He serves as a trusted advisor to private equity sponsors, family offices and middle-market and family-owned businesses across industries. Jonathan has experience representing clients across the fashion, apparel, distribution, consumer products, media, manufacturing, healthcare, technology and hospitality industries, among others. He assists our clients in connection with acquisitions, divestures, sales and financing. Our clients benefit from Mr. Bernstein's knowledge of their businesses to execute transactions, along with his extensive experience executing complex transactions. As an outgrowth of the close relationships he develops with our clients, Jonathan routinely works with our clients to craft business strategies which meet their business priorities while managing risk. He also serves as an outside general counsel, advising on the full gamut of day-to-day legal issues. He takes a practical approach to deal-making that puts a premium on big-picture issues that matter to his clients.
Withum
Senior Tax Manager
rbixenman@withum.com
https://www.linkedin.com/in/ryan-w-bixenman-ms-16a54346/
Tax Senior Manager at WithumSmith+Brown specializing in Venture Capital and Private Equity.
Michael Buczynski
Peapack – Gladstone Bank MANAGING DIRECTOR
908.524.8986
mbuczynski@pgbank.com
https://www.linkedin.com/in/michael-buczynski-69568661/
Experienced banker, business development, commercial lending, portfolio management, and general administration of client accounts. Experienced sales professional with a combination of technical expertise, creative talent, and a strong background in providing outstanding customer service.
Mark Campbell
Scout Valuations
MANAGING DIRECTOR
mcampbell@scoutvaluations.com
https://www.linkedin.com/in/markcampbell/
Managing Director at independent valuation and investment banking firm. Manages valuation practice, specializing in business valuations of all types of business entities for purposes such as: divorce proceedings, shareholder disputes, tax compliance, estate planning, financial reporting, and mergers and acquisitions.
Specialties: Accredited in Business Valuation through AICPA (CPA/ABV) Licensed CPA, State of Connecticut Licensed Attorney, State of Connecticut
Joseph Cassano
Withum
PARTNER / TEAM LEADER
jcassano@withum.com
https://www.linkedin.com/in/joseph-cassano-cpa-b275116/
Joe Cassano is a partner and National Leader of Withum's Hedge and Digital Asset Funds Group. With more than 18 years of both audit and tax experience in alternative investments, his expertise is far reaching and well rounded, as his client base has always been diverse. They range from $5mm to $5bn across all strategies, structures and jurisdictions, and trade everything from vanilla equities through the most complex structured products, private investments and digital assets.
Joe is acknowledged by his clients and the market as an industry expert, qualified to advise and collaborate at any stage of a fund managers lifecycle, and respects the smallest emerging manager and the established industry veterans equally. He embraces relationships as the key to every positive client and personal experience.
In addition to meeting and hearing Joe regularly at industry events where he speaks about the development of best practices and institutionalization, we can also acknowledge him as a developer of Withum’s in-house training programs for professionals of all skill levels.
Joe is a graduate of Pace University and a licensed member of the AICPA, NJSCPA and NYSSCPA, among other noncredentialed organizations.
David Christiansen
First County Bank
SVP – CHIEF CREDIT F+OFFICER
david.w.christiansen@gmail.com
https://www.linkedin.com/in/davidwchristiansen/
Strategic senior credit risk management officer with extensive commercial banking, capital markets, corporate finance, regulatory & compliance, and business development experience, driving a strong credit culture while providing excellent customer service for industry-leading multinational companies. Key strengths include: strategic leadership, global perspective, and consultative credit risk management leadership, yielding a broad and deep understanding of the business, management, financial, and competitive risks faced by clients.
Jon Cohen
Truist Wealth
MANAGING DIRECTOR & FINANCIAL ADVISOR
jonathan.cohen@truist.com
https://www.linkedin.com/in/jonathan-cohen-996386/
I work in both Truist's (formerly Suntrust) Manhattan and Greenwich CT office for our private wealth division. I have over 20 years experience in the industry (previously JP Morgan and HSBC). I started out as an interest rate derivatives analyst, then traded equities on the NYSE, and finally moved into fixed income brokerage and wealth management.
Corporations:
Personally tailoring fixed income portfolios utilizing commercial paper, government debt, corporate and municipal bonds as well as other short term liquidity vehicles. I will work with a companies investment policy to design a curated cash management solution.
I can also assist setting up retirement plans
Individuals:
Wealth planning / Retirement planning
Investments and portfolio construction
Cash management
Securities based lending
Estate planning and Trust (along with insurance)
Keith Conway
Co-Founder & President
MANAGING DIRECTOR & FINANCIAL ADVISOR
keith@fortezgroup.com
https://www.linkedin.com/in/keith-conway-59327b28/
Keith Conway is the President of The Fortez Group. Keith’s primary responsibilities are managing relationships with clients, advisory professionals, and overseeing client delivery.
Prior to The Fortez Group, Keith was management consultant with McKinsey & Co. for 3 years, focused on Financial Services & Technology. Before joining McKinsey & Co., he spent 6 years with Goldman Sachs, most recently as a Vice President in their Global Markets business. Keith started his career as an Analyst with Goldman Sachs Asset Management in their fundraising unit. Originally from Floral Park, NY, Keith graduated Cum Laude from the University of Dayton in 2014, with a double major in Entrepreneurship & Marketing, with a Sales Management emphasis.
Mike Corbett
Pete Corritori
Catalyst Capital Partners
REGIONAL VICE PRESIDENT
845.461.4602
p.corritori@gmail.com
https://www.linkedin.com/in/pete-corritori-95b68916/
Dominick Curra
RSM US LLP
DIRECTOR
https://www.linkedin.com/in/domenico-curra-2438bb10a/
Erin Daly
The BDC Griup
DIRECTOR OF TRANSACTIONS
Erin A. Daly is a Director of Transactions at The BDC Group. Ms. Daly is responsible for performing due diligence to determine the soundness and profitability of investment opportunities and for coordinating between partners, investors, and/or third parties to ensure transactions are executed timely and correctly. She works closely with BDC’s principals in order to maximize returns and minimize risk for our partners and investors.
Prior to BDC, Ms. Daly spent seven years at Citigroup as an Associate Vice President in private banking, where she coordinated and executed more than five billion dollars in highly regulated debt and equity transactions across all industries with a focus on the technology, media, and telecommunication spaces. Prior to Citigroup, Ms. Daly was a senior analyst at JPMorgan Chase & Co in wealth management where she advised clients on investment strategies.
Ms. Daly is an active volunteer at New York City’s homeless shelter. Ms. Daly earned a B.A. at the University of Rhode Island, Kingston, Rhode Island in mathematics.
Nick Davy TRUIST WEALTH
MANAGING DIRECTOR | FINANCIAL ADVISOR
https://www.linkedin.com/in/nicholas-davy-989819182/
20+ years of experience serving institutional asset managers, corporations, and high net worth individuals.
Jonathan Demarco
Peapack Private
SENIOR MANAGING DIRECTOR
203.769.7050
jdemarco@peapackprivate.com https://www.linkedin.com/in/jonathan-demarco-94a54a6/
adam.depanfilis@rsmus.com https://www.linkedin.com/in/adam-depanfilis-09312b9/
Colin Dolph ExpertPEO
VICE PRESIDENT, BUSINESS DEVELOPMENT
Colin@expertpeo.com https://www.linkedin.com/in/colin-dolph/
My clients are challenged every day by the needs of their employees, regulatory demands, rigorous management and timely outcomes. My commitment is to find the insurance solution needed to meet those challenges.
I enjoy creating solutions for insurance needs to make sure you and your employees are protected. What makes ExpertPEO different is our solutions and expertise are matched not only by our personal commitment to each clients goals.
646.306.1500
Dugan.timothy@gmail.com
https://www.linkedin.com/in/tim-dugan-1591b918/
MBX CLEARING DIRECTOR
https://www.linkedin.com/in/matthew-j-dupuis/
Philips
SENIOR CAMPAIGN PERFORMANCE MANAGER
https://www.linkedin.com/in/geoff-exum-0712b71a/
Frank Ferrara
The Catalyst Group
FOUNDING PARTNER AND MANAGING
Frank.ferrara@thecatalystgroup.com https://www.linkedin.com/in/frank-ferrara-8954601a/
You will know this Founding Partner by his charismatic personality and charming smile, and an exacting eye for grammar and detail.
When in work mode, this native New Yorker’s focus is on strengthening the Group's private equity and alternative book of business. From steady real estate transactions to opportunistic venture deals, Frank helps clients manage liquidity and investor queries to ensure deals close and investors are happy.
Frank Ferrara began his 13-year-and-counting career at KPMG US’s audit and advisory practices. In 2017 he joined Maitland, after working for two New York-based private equity firms with global operations managing over $10 billion in AUM across various asset classes. As the funds’ Controller, Frank was responsible for venture capital and real estate fund reporting, as well as management company reporting. In 2020, he saw a life-changing opportunity and joined The Catalyst Group as one of the four founding partners.
If you would like to talk more with the man who loves competition, meet him on the course or pull on the cycling kit and make your way to the Peloton where you’ll find him leading the pack. While there, you can also check-in with him about his wife Stacey, their son Ford, and their two crazy pups.
Credentials:
Master of Science in Taxation, Fordham University, Graduate School of Business
Bachelor of Science in Accounting, Fordham University, Gabelli School of Business
Affiliations:
American Heart Association, Executive Leadership Team
AICPA
New York State Society of CPAs
Brian Fogel Axos Bank
SENIOR MANAGING DIRECTOR
bfogel@axosbank.com
www.linkedin.com/in/brianfogel/
MANAGING DIRECTOR
https://www.linkedin.com/in/anthony-forgione-6bb05612/
Saint Johns and Paul School
PRINCIPAL
Fatima.Gianni@yahoo.com https://www.linkedin.com/in/fatima-decarvalho-gianni-a9911940/
Fatima Gianni
John Gianni
Valley National Bank VICE PRESIDENT
jghianni@valley.com
https://www.linkedin.com/in/john-gianni-88733a5/
Matt Grousser
Kyle Grunstra WIthumSmith+Brown
SENIOR MANAGER
kgrunstra@withum.com https://www.linkedin.com/in/kyle-grunstra-61583882/
Michael Henderson Webster Bank
SENIOR VP & MANAGING DIRECTOR
mhenderson@websterbank.com https://www.linkedin.com/in/michael-henderson-4779a8138/
Andrew Hirsch
Mark Jennings
914.439.6383
mjennings@biteinvestments.com
https://www.linkedin.com/in/markejenningsjr/
Capital rising, restructuring and liquidity solutions for corporate and financial sponsors. VCP Apex is an Alternativeinvestment focused financial services firm with headquarters in London and offices in New York, Tokyo, Shanghai and Hong Kong. We have unique family office and institutional investor relationships and focus on creating a dynamic portfolio of alternative investment opportunities to suit their strategic and financial needs. Gaining an in-depth understanding of each client’s goal is fundamental to our approach, enabling us to tailor each mandate to address their specific requirements. Such an approach is born of the long term relationships that lie at the heart of our business. Our proactive collaboration with our clients results in a productive partnership founded on trust and understanding.
sean.kane@langhamhall.com
https://www.linkedin.com/in/seankane3/
Thomas Keane
tkeane@kbnylaw.com
https://www.linkedin.com/in/thomas-keane-71263820/
Tom, an accomplished litigator with over 35 years of trial experience, handles a significant amount of trial work for Keane & Bernheimer, PLLC. He successfully tried well over 100 cases to jury verdicts against the top lawyers in New York. Tom obtained many defense verdicts including very high exposure cases involving millions of dollars in potential insurance coverage. He is well known and highly respected as a premier trial attorney in Westchester County.
Tom’s career in insurance defense began with two years at Royal Globe Insurance in White Plains, New York and four years as in-house counsel for INA/CIGNA Corporation in Massachusetts and Manhattan. From 1984-1993, Tom worked as a staff attorney for Liberty Lines, which runs the public bus system for all of Westchester County. In 1993, Tom was a founding partner of Nesci, Keane & Piekarski, P.C., a leading Westchester County defense firm and predecessor to Keane & Bernheimer, PLLC.
Tom’s extensive experience in civil litigation includes passenger transportation; automobile liability; trucking litigation; premises liability; labor law; and insurance coverage. Tom also serves as guardian ad litem in Westchester County Surrogate’s Court.
Tom graduated magna cum laude from Western New England School of Law in 1980. Before law school, Tom received a Bachelor of Arts degree from St. Anselm College in 1975.
Anil Kurian
https://www.linkedin.com/in/anil-kurian-cpa-60750713/
I currently co-lead RSM's financial services practice in Connecticut which entails growing RSM's brand awareness, clients and services in the hedge fund and private equity community. Prior to joining RSM's financial services group, my roles have included working as a Manager in the financial services office at Ernst & Young, as an Assistant Vice President in the private equity group at JPMorgan and as a Controller for Roundtable Investment Partners.
While having had the opportunity over the past 15 years to work with global asset managers to local family offices and emerging managers, my experiences have given me exposure to investment companies including onshore and offshore hedge funds, private equity funds, SBICs, broker-dealers, mutual funds, exchange traded funds, fund of funds, and other investment partnership vehicles, as well as various products including complex derivatives.
In my current role, I utilize my industry experience and technical knowledge to assist engagement teams and clients in complex accounting and auditing matters along with ensuring that reports issued by the firm comply with professional standards.
RSM now serves as auditor and tax accountant for over 2,000 investment funds and over 4,000 financial services clients nationally. Our active thought leadership is demonstrated by our participation on industry committees, and numerous presentations, webinars and surveys. Our team maintains substantial experience in the financial services industry, allowing us not only to understand the industry’s accounting implications but also the industry’s business issues.
Brian Landy
eParalegal
PRESIDENT
landybrian@gmail.com
https://www.linkedin.com/in/brian-landy-a40379231/
Brian has over 17 years of experience working within the appellate printing world. He was the operations manager of one of the largest appellate printing firms for 12 years, directly managing over 10,000 appeals and other legal projects. Brian is the President and Founder of Electronic Paralegal LLC, bringing an energy and knowledge to an industry in need of major changes.
Seeing the asteroid coming for the industry, Brian knew it was time to get smaller and more agile in order to provide the market a more price sensitive business model. With this in mind Electronic Paralegal LLC is able to offer complete and more authoritative program to expertly handle any legal back-office need at a lower price than any other competitor in the industry.
Gabelli Funds
VICE PRESIDENT - VALUE INVESTMENT
clarosa@gabelli.com https://www.linkedin.com/in/charleslarosajr/
I currently work on the Investment Management team for Value strategies at GAMCO Investors, Inc. in Rye, New York.
Charlie Larosa
Gabelli Funds SENIOR VICE PRESIDENT
jlobiak@gabelli.com
https://www.linkedin.com/in/jlobiak/
Jordan Lobiak
Pontera
alexl@pontera.com
https://www.linkedin.com/in/alex-long/
Frank Marcucci
CORPORATE VALUATION ADVISORS INC
NATIONAL ADVISOR
610. 999. 4689
fmarcucci@corporatevaluationadvisors.com https://www.linkedin.com/in/frank-j-marcucci-jr-1812b58/
Frank is the National Director - Business Development for Corporate Valuation Advisors, Inc. (“CVA”) Mr. Marcucci is responsible for client development efforts in the Northeast Corridor, South Florida, the Midwest, Canada, Europe and Asia. The majority of Frank’s clients are fortune 1000, public and private companies, closely held enterprises, private equity, investment banks, hedge funds, trust & estate planning professionals, law and accounting firms. Frank has a 25+ year track record of creating and managing successful client relationships as well as implementing strategies and goals critical to CVA’s long-term success. In Frank’s opinion, the best evidence of CVA’s continued success within the valuation/advisory space, lies in the long-term client relationships and frequent engagement referrals CVA receives from its clients and their advisors.
CVA was founded in 1988. With its headquarters in Hartland, WI., the firm has regional offices in Philadelphia, PA, New York, NY, Cleveland, OH, and Chicago, Ill. CVA's valuation/advisory services include; purchase price allocation, fairness & solvency opinions, portfolio mark-to-market valuations, closely held stock, warrant and stock option valuations, the valuation of real estate & equipment, cost segregation studies and property tax appeal valuations.
Frank is a Member of the ACG New York Board of Directors, the ACG New York Cares, Board of Directors, Co-Chair of ACG New York's Membership/Ambassador Committee, Member of the ACG Philadelphia Chapter, Chair at the Devon Horse Show and a Member of the Radnor Hunt Race Committee.
917.398.320 denny@lemonedge.com https://www.linkedin.com/in/denny-maher-112092185/
DIRECTOR
908.415.0479
gpmaher10@gmail.com
https://www.linkedin.com/in/jerry-maher-2157b8159/
Jerry Maher
Groverton
VETERAN / ENHANCING
dustinmartelo@gmail.com
https://www.linkedin.com/in/dustinmartelo/
Reimagining the way we see, manage, and address affordable housing. For low income families and a new generation of students and workers, home ownership is increasingly difficult. We committed ourselves to changing that.
Entrepreneurial minded strategist with experience from small business owners to multi-billion dollar corporations.
• Executive Leadership
• Strategy
• Sales / Market Analysis
• Process Improvement
• Cross marketing opportunities
• Operations
• Business Development
Dustin Martello
Anthony Mascia
Essential Fund Services International, LLC
MANAGING DIRECTOR
646.948.6504
adm@essentialfsi.com
https://www.linkedin.com/in/anthonydanielmascia/
Senior level financial services executive; and former member of the NYBOT/ICE with an outstanding record of success with the marketing as well as trading professionally managed Financial Investments. Expertise is rooted in a broad set of skills in finance and marketing coupled with extensive networking resources ideally suited for training and developing effective team leadership in concert with implementing critical phases of new business models.
I am particularly motivated by recognizing and meeting crucial challenges evolving from current changes affecting global economic environs. Armed with years of exchange-based experience, I am more than capable of utilizing new technologies, products, and business paradigms necessary to foment successful management strategies whether applied to existing or emerging business models.
I have more than a decade of on-floor trading and order fulfillment in sync with implementing market assessment and risk management techniques in addition to raising significant capital for Institutional type investors, marketing, implementing cost controls, as well as for enhancing productivity.
Kevin McKigney
Oppenheimer & Co. Inc.
DIRECTOR
Kevin.McKigney@opco.com https://www.linkedin.com/in/kevin-mckigney-mba-9b818a137/
Conor McNamara
Ridgedale Advisors
ASSOCIATE
mcnamara@ridgedaleadvisors.com
https://www.linkedin.com/in/conor-mcnamara-316694135/
Jeffery Mercado
Webster Bank
SENIOR MANAGING DIRECTOR | HEAD OF LAW FIRM BANKING
https://www.linkedin.com/in/jeffreymercado/
Jeffrey Mercado is the Head of the Law Firm Banking and Senior Managing Director in Webster's Law Firm Banking Group within the Commercial Bank. Webster's Law Firm Banking Group provides escrow banking and lending services. This specialized group provides law firms unique banking solutions to manage and grow their businesses such as Partner Capital Loan programs, IOLA/IOLTA sub-accounts and Bank Check Express, a service that enables law firms to securely print official bank checks from their law firm office.
Prior to joining Webster Bank, Mr. Mercado spent eighteen years at Wells Fargo in a variety of roles, most recently as a Senior Private Banker in the Legal Specialty Group, where served as the primary source of contact and key strategic resource for law firms, leading a team of specialists to provide law firm banking solutions and services. These included escrow banking services, partner capital loans, partner lines of credit, working capital credit facilities, treasury management and corporate card services, private banking and retirement advisory services.
Jeffrey received his MBA degree from Columbia Business School. Jeffrey received his Bachelor of Arts degree in Economics from the University of Maryland, and earned the CFP® designation by the Certified Financial Planner Board of Standards Inc.
Richard Meyer
MERILL LYNCH WEALTH MANAGEMENT
FINANCIAL
ADVISOR
https://www.linkedin.com/in/richardmeyerii/
Rich and his team, The GTC Group, offer a customized approach and tailored financial strategies that help simplify the financial complexities within your life. Working primarily with attorneys at top tier law firms, we have a deep understanding the issues they face. By using an organized approach to investment and risk management, coupled with a commitment to the highest level of personal service, our team is comprised of experienced advisors along with professionals who are committed to looking out for your best interest.
Corey Massella
212-381-4660
https://www.linkedin.com/in/corey-massella-946102/
Corey Massella has more than twenty-five years of experience as an entrepreneur, tax, and business advisor, and as a specialist in SEC accounting and audit services. Additionally, Corey has experience serving as a Private Equity and Technology Industry Group Practice Leader for a Top Twenty accounting firm.
Corey has successfully guided his clients through all facets of the mergers and acquisitions transaction cycle to help them make critical decisions, while ensuring transactions are strategic and seamless. He has deep experience advising private equity funds, hedge funds, banks, broker-dealers, investor relations firms, and various other financial services companies. As a business consultant, Corey has worked with CEOs and CFOs, as well as the boards of both public and private clients. He has performed due diligence and negotiations on both the buy and sell sides. Corey also has experience preparing business plans and initial public offerings (IPO), and with cash flow and productivity analysis to help scale businesses for growth, as well as extensive knowledge and experience in complex tax structuring and planning.
In 2015, Corey was selected as the winner of the SmartCEO award for Industry CPA Leader in New York. He has served as moderator for several conferences, including ACG NY’s “M&A Landscape: Diving into Four of the Hot Industry Sectors” and “The M&A Advisor Summit,” and has authored numerous articles. In 2023, he was awarded the Thomas Farrell Memorial Award by M&A Advisor Magazine.
Rob Noble
Kroll/ Duff & Phelps
SENIOR DIRECTOR
rob.noble@kroll.com
https://www.linkedin.com/in/rob-noble-14005912/
Russell Noletto
Gabelli & Partners
SENIOR DIRECTOR
rnoletto@gabelli.com
https://www.linkedin.com/in/russellnoletto/
WithumSmith+Brown TAX PARTNER
moates@withum.com
https://www.linkedin.com/in/michael-oates-a3a14017/
CIBC
MANAGING DIRECTOR
https://www.linkedin.com/in/bradley-olsen-65496568/
https://www.linkedin.com/in/bradley-olsen-65496568/
Michael Orzetti
Eastern Communications CEO
meo@portersquarecapital.com
https://www.linkedin.com/in/michael-orzetti-69911497/
Eric Peresiper
BDC Capital Management LLC
DIRECTOR
eperesiper@thebdcgroup.com
linkedin.com/in/eric-peresiper-b5a73990
Corporate Finance professional with domestic and international experience in new business origination and corporate relationship management across the US, Asia, Europe and UK. Proven track record of prospecting, building new relationships and generating revenues across multiple products.
Daniel Ratner
DIRECTOR OF TREASURY AND OPTIONS
https://www.linkedin.com/in/daniel-ratner-98713440/
Angelo Gordon
John Richardson
BlackPoint Consulting Group, LLC
PRINCIPAL
jdrichar22@yahoo.com
https://www.linkedin.com/in/johnrichardson1/
John is a Principal with over two decades of consulting experience, including 15 years within Big 4. He works with and advises many of the nation’s largest healthcare and life sciences companies. His expertise includes operational and compliance matters within market access, trade, and patient support services. He is an industry leader in developing solutions to address key risks for healthcare and life sciences companies. John is a frequent presenter at various industry conferences and thought leader on issues impacting major industry players.
John is a graduate of Princeton University.
Joshua Riley
BLWRK.io
CO-FOUNDER
401.864.8746
josh@blwrk.io
https://www.linkedin.com/in/joshua-riley-1265022/
Don Ritucci
Oppenheimer & Co
MANAGING DIRECTOR
don.rittuci@opco.com
https://www.linkedin.com/in/don-ritucci/
Warren Rozelle
Pawling Corporation
PURCHASING MANAGER
https://www.linkedin.com/in/warren-rozelle-52621525/
Patricio Salem
Gabelli Funds
SALES ASSOCIATE
psalem@gabelli.com
https://www.linkedin.com/in/patricio-c-salem-1532011aa/
Former professional golfer that has built relationships across the Latin American region for over 15+ years through golf, now working in the Financial Securities Industry in NY. Fluent in Spanish, English and proficient level in Portuguese.
Shashi Sadhwani
Axos Bank
SENIOR ASSOCIATE - FUND FINANCE
ssadhwani@axosbank.com https://www.linkedin.com/in/shashi-sadhwani-aba51a85/
https://www.linkedin.com/in/alex-simon-705277173/
Dirk Simpsons
Royer Cooper Cohen Braunfeld LLC
TAX PARTNER
dsimpson@rccblaw.com https://www.linkedin.com/in/dirk-simpson-rccb/
In my practice, I focus on advising business owners, executives, investors, professionals and high-net worth individuals and families in connection with estate planning, complex tax and administration issues relating to inter-generational wealth transfer, business exit planning, asset protection planning, philanthropic planning, and the structuring and transitioning of closely-held businesses.
Flagstar Bank
VP- ASSOCIATE GROUP DIRECTOR
patrick.slutzky@flagstar.com
https://www.linkedin.com/in/patrickslutzky/
QUAIL RIDGE ASSET MANAGEMENT
FOUNDER | PRESIDENT
https://www.linkedin.com/in/ronald-j-sylvestri-jr-a998a0b/
Peter Tannenbaum
Ramax Search
CHIEF EXECUTIVE OFFICER
212.686.1686
peter@ramaxsearch.com
https://www.linkedin.com/in/petertannenbaumrecruitingexpert/
Peter Tannenbaum has dedicated thirty plus years to the executive search and staffing industry and founded Ramax Search, Inc. in 1991. As a unique recruiting firm specializing in the placement of high caliber business leaders and professionals exclusively to the financial services community, Ramax Search, Inc. continues to deliver unparalleled results to clients ranging from the world's largest companies to medium-sized businesses and entrepreneurial start-ups. Peter's expertise encompasses all areas of financial services including hedge funds, private equity firms, RIAs, Investment Partnerships, Broker Dealers, FinTech and all segments within the banking community. Ramax Search ascribes to ethical standards with a strong focus of professionalism, integrity, competence, objectivity, accuracy, avoidance of conflicts of interest, confidentiality, loyalty to the client and candidate, equal opportunity, and the public interest.
Chaz Terribile APEX Group SENIOR VICE PRESIDENT
845.674.1893
Chaz.terribile@apexfunds.us
https://www.linkedin.com/in/chazt/
Experienced Sales Executive with a demonstrated history of working in the market research, finance and event industry. Skilled in Sales, Sales Operations, Sales Management and Production Management. Strong sales professional with a Bachelor's degree focused in Political Science and Government from West Virginia University.
Greg Tevere
RECTANGLE HEALTH
SENIOR DIRECTOR
https://www.linkedin.com/in/greg-tevere-3b532435/
david.thomas@hubinternational.com
https://www.linkedin.com/in/david-jw-thomas/
Watson
Langham Hall MANAGER
https://www.linkedin.com/in/joseph-watson-3972bab7/
Joseph
Joseph Varvara
FORTE CAPITAL
MANAGING DIRECTOR
jvarvara@fortecapitalgroup.com https://www.linkedin.com/in/joseph-varvara-b4456811/
Marc Waldman
Kent Moore Capital PARTNER
Marc.waldman@gmail.com
Marc Waldman has more than 25 years of experience in advising and operating specialty finance, para-medical and light manufacturing and distribution companies. Mr. Waldman was the Chief Revenue Officer for Raiseworks a Fintech Company. Previously he co-founded Sutton Park Capital a subsidiary PennantPark Investment Corporation (NASDAQ: PNNT) and focused on aggregation and securitization of Structured Settlements. He previously cofounded/operated several specialty finance companies including: LawStreet Capital, Lawcash, Structured Settlement Investments, LLC; all firms generally in the legal finance space including structured settlements, pre-and postsettlements, loans and advances to law firms. Mr. Waldman Co-founced Orthomedical Products which merged with Andover Medical a public company in the orthopedic space Mr. Waldman ran M&A for Andover Medical. Mr. Waldman graduated from State University Of New York, Brockport with a B.S. in Finance in 1986.
Nick Walters
STNL Advisors
SVP. BUSINESS DEVELOPMENT
nwalters@stnladvisors.com
https://www.linkedin.com/in/nick-walters-2a92776/
Head of Business Development for a net-lease investment and advisory firm. We advise private equity groups, family offices and other equity sponsors on their owned and leased real estate assets. Some of our core capabilities include:
Sale Leaseback financing
Acquisition and Development financing
Construction and Development Services
Joint Ventures, Co-GP's
Brokerage: Our brokerage affiliate is the largest group with a sole focus on single-tenant net lease investment sales and sale leaseback transactions.
We're the market leaders in all single-tenant uses including car washes, gas station/C-Store, Fast Casual Restaurants, Fast Food Restaurants, Automotive, Banks, Specialty Medical, Medical Office, Industrial, among others.
Adam Weiss
THE EARNOUT
