Networking Dinner
Attendee Book March 25th, 2026
Paul
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 Corporate groups. practice 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.
Devin T Adams
Warbevo
devint@warbevco.com
Devin T. Adams is the Assistant Secretary for Gaming, Cannabis, and Alcohol in the New York Executive Chamber, where he supports policy development and regulatory strategy across some of the state’s most complex and rapidly evolving industries.
He is also the Founder of WARBEVCO, a beverage company focused on building and scaling award-winning spirits brands. Under his leadership, WARBEVCO developed Mala Mía Mezcal, which has received national recognition, including Mezcal of the Year at the 2024 Rolling Stone Spirits Awards and multiple Double Gold honors at the San Francisco World Spirits Competition.
Prior to founding WARBEVCO, Devin practiced law at Ropes & Gray and served as a Regulatory Research Fellow at Airbnb, where he focused on comparative policy and regulatory frameworks across U.S. markets. He is a graduate of the United States Military Academy at West Point and Vanderbilt Law School, and previously served as an Airborne Ranger in the U.S. Army with deployments to Afghanistan and Europe in support of NATO special forces.
Jim Berger
New York Private Bank and Trust
MANAGING DIRECTOR
BergerJ@nypbt.com
www.inkedin.com/in/jim-berger-6028105
Jim Berger is a Managing Director with New York Private Bank & Trust. He is responsible for new business development for all divisions and affiliates of Emigrant Bank. Prior to joining New York Private Bank & Trust, Mr. Berger spent 23 years in the global insurance market, specializing in the entertainment industry providing insurance and completion bonds for several Academy Award® winning films. Mr. Berger currently holds several Board seats including the Trust of the Metropolitan Opera, as well as Aperture Media Partners, a business he introduced to Emigrant Bank.
Mr. Berger and his wife support several national charities including Make-A-Wish. A graduate of Boston University, he currently sits on the alumni board of New York City.
Mr. Berger lives in Manhattan with his wife and young son. He is an avid golfer and skier.
Glen Carballo
GlenCarballo@gmail.com
https://www.linkedin.com/in/gcarballo/
My 20 years of commercial banking experience has helped me to understand pain points and opportunities for ambitious hedge fund and private markets investment managers which I leverage to provide them with a best-inclass service, being a true partner to my clients by living and breathing the mantra of the ‘3 E’s’ – Expertise, Efficiency, and Execution.
I’m a ferocious networker which has provided me with a lengthy contact list of investors, asset managers and service providers, which I utilize to support my clients with appropriate referrals. I’m also a content sponge, staying on top of the latest trends in the alternative investment space so that I can stay pro-active, and not be re-active, with my customers. Key strengths:
JP Morgan Chase BANKER
Kyle.coughlin@jpmorgan.com https://www.linkedin.com/in/kylejcoughlin/
Pelorus FOUNDER
jim@usepelorus.com
https://www.linkedin.com/in/cummings2/
Jim Cummings
Ron DeSoiza
PFK O’Connor Davies CHIEF GROWTH OFFICER
914.421.5604
rdesoiza@pkfod.com
https://www.linkedin.com/in/ron-desoiza-cpa-abv-923757a/
I am the Chief Growth Officer at PKF O'Connor Davies LLP, In addition to my business development duties, I also assist with all of the firms strategic relationships for growth. I also specializing in audit, business valuation, litigation support, and peer review services. My objective is to provide superior services to my clients and help my firm and colleagues to advance our profession and our business. We do this by bringing to market the best professionals in the New York Metropolitan area and using our vast network of contacts and resources to deliver value to our clients. Find out why PKF O'Connor Davies is one of the fastest growing firms in the country.
Outside of corporate life, I keep myself busy by applying the same leadership, operational and organizational capabilities in support of local revitalization and development as well as youth education and engagement. Through grant writing, project development and execution, and Board involvement I hope to make a substantive impact in the local community. I hold Board Leadership and coaching positions within local youth sports organizations as well as a local early childhood education center.
David Fitzgerald
SADIS & GOLDBERG PARTNER
212.573.8428
dfitzgerald@sadis.com
https://www.linkedin.com/in/david-fitzgerald-408ab855/
David Fitzgerald's practice focuses on investment funds, securities, joint ventures, regulatory compliance and investment advisers. He regularly structures and organizes hedge funds, private equity funds, funds of funds, separately managed accounts and hybrid funds. Additionally, he advises private fund managers on structure, compensation, employment and investor issues, and other matters relating to management companies.
Drawing on his 16 years of experience as an institutional Chief Compliance Officer and General Counsel, David provides ongoing advice to investment advisers on securities law issues, including SEC filings. His practice also involves counseling clients in SEC regulatory matters, including compliance issues related to registered advisers.
Shelter Rock Management
EXECUTIVE VICE PRESIDENT
Andrew@shelterrockmanagement.com
https://www.linkedin.com/in/andrew-frank-a454236/
I feel privileged to work with incredible companies. I am focused on guiding companies and C-level executives towards the best approach to solve complex problems. The companies I work with need expertise on how to combine the appropriate components of our architecture in existing or new configurations to service various business units and their customers.
I'm proud to bring my 20+ years of experience in growing revenue, managing large enterprise accounts, penetrating new markets, product development, solution sales, SaaS, enterprise software sales, sales operations, entrepreneurship and executive sales to Dynamo Software. I am excited to work with a product suite that is a leading provider to the alternative space, working with an engaged, passionate team of professionals that support the platform. Solutions include CRM, Investor Relationship Management, Deal Tracking, Fund Raising, LP Communication, Partnership Accounting and custom reporting.
Eric Gelb
PKF O'CONNOR DAVIES
SENIOR MANAGING
914. 260. 102 7
egelb@pkfod.com
www.linkedin.com/in/ericgelb
Eric is a CPA and Senior Managing Director in Financial Services with PKF O’Connor Davies Advisory, LLC. He completed his MBA in Finance and Marketing. In addition to 20+ years in Public Accounting, Eric worked at Citibank and JP Morgan Chase in equipment leasing and securitization.
He currently advises the Board of Directors for a leading RIA that is combining two subsidiaries.
Eric’s clients include:
Private Equity, Real Estate and Hedge Funds
Family Offices
RIAs
Services:
Fractional CFO
Transaction Advisory
Quality of Earnings due diligence relating to structured credit Eric played Rec Soccer for 23 years and was injury-free; but in an effort to manage risk, he hung up his cleats two years ago. He swims three mornings a week now.
Peter Gorman
914.539.5663
Peter@innovareca.com
https://www.linkedin.com/in/peter-gorman-a8215914/
Experienced Executive with a demonstrated history of working in the investment management industry. Skilled in Investor Relations, Securities Regulation, Trading, Risk Management, and Hedge Funds. Strong finance professional with a MBA focused in Finance and Marketing from Babson F.W. Olin Graduate School of Business.
Elvis Grgurovic
Dime
Elvis.grgurovic@dime.com
Thomas.j.hoffman@jpmchase.com
Thomas J. Hoffman
Ante Jakic
LUXURY REAL ESTATE ADVISOR
Ante.jakic@compass.com
https://www.linkedin.com/in/antejakic/
Ante Jakic has been ranked as One of America's Best Real Estate Agents for years by Real Trends/Wall Street Journal Rankings. Ante is a real estate advisor and a Top producing agent with Compass who has brokered some of the city’s most remarkable properties and set record breaking prices. Ante is a fine property specialist, consistently recognized as a top townhouse selling broker as well as a prominent condominium and coop expert. He represents some of the finest homes downtown including The Village, Soho, and Tribeca, as well as the financial district; Prestigious properties on the Upper East Side and Upper West Side including Midtown. The New York Times, The Wall Street Journal, Brokers Weekly, New York Magazine, The Real Deal, City Biz List New York, The Lo-Down, Real Estate weekly have often recognized and published his unique listings and professional accomplishments. .
Kylan Johnson
Hudson Valley Estate Planning PLLC Estate Planning Attorney
kylan@secureyourlegend.com
https://www.linkedin.com/in/kylanjohnson
I am the owner of Hudson Valley Estate Planning PLLC, a law firm that helps individuals secure their legend through estate planning. Whether you are looking to pass wealth to the next generation, sustain your favorite charity, or ensure you or a loved one can live comfortably into retirement, I am here to serve you.
I am proud to participate in the Hudson Valley community as a trustee at the Union Church of Pocantico Hills, an advisory board member of Westchester Land Trust, a member of the Tarrytown Rotary Club, and a sponsor of Westchester Ballet Company.
MANAGING PARTNER
Shuptom@matrixmindzfin.com https://www.linkedin.com/in/shuptomahbub/
Shupto Mahbub
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.
Robert Mazzocco
LeClair Partners
WEALTH MANAGEMENT, M&A ADVISORY, AND FULL SERVICE ACCOUNTING
robert.mazzocco@leclairwealthpartners.com https://www.linkedin.com/in/robert-mazzocco-45160a134/
Robert brings experience as a private equity investor and investment banker across infrastructure, business, and construction services to his work at LeClair Wealth Partners and LeClair Capital Partners. He advises business owners and high-net-worth families on wealth strategy, investment management, and long-term planning, informed by over $1B of transaction experience and more than $150M invested personally and professionally. Robert goes beyond traditional advisory roles by connecting clients with investors, entrepreneurs, and operators to share best practices around growth, liquidity, and transition. He also supports business owners through exit planning, reinvestment, and legacy preservation.
Dustin
Martelo
Groverton CEO/FOUNDER
443.783.4173
dustin@groverton.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
Jason Meklinsky
DLA LLC
CHIEF REVENUE OFFICER
Jason.meklinsky@dlallc.com
A change agent with a twenty-year track record of leading high-growth teams and executing go-to-market strategies for new products and services within the alternative investment industry.
Jason brings over twenty years of experience in the alternative asset and financial services industry, where he has a proven track record of successfully building and leading high-performance sales teams and implementing strategies for better alignment in all revenue-related functions.
Jonathan
Menna
Menna & CO Advisors LP
Managing Partner
914.449.5350
JMenna@MennaCo.co
Jonathan Menna has more than 10 years of experience providing tax and consulting services to high-net-worth individuals, operating entities and real estate partnerships. Menna specializes in entity structure advising and planning as well as income tax planning.
He serves clients in numerous sectors, including service-based industries, real estate, family-operated businesses and high-networth individuals.
Joe Musto
RSM US LLP BUSINESS DEVELOPMENT
Joe.musto@rsmus.com
https://www.linkedin.com/in/joe-musto-55a6714/
Servicing the alternative asset management space which are starting operations through large well established fund groups providing audit, tax and consulting services. RSM US LLP (formerly McGladrey LLP) is the leading provider of audit, tax and consulting services focused on the middle market, with 9,000 people in 90 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 45,000 people in over 140 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed.
Ken Price
JP Morgan Chase
COMMERCIAL BANKER
ken.price@jpmorgan.com
https://www.linkedin.com/in/kenprice11415612/
I am a seasoned professional with 20+ years of experience in Banking. I partner with companies across diverse industries in the Emerging Middle Market space that gross between $20 million and $100 million annually. Collaboration and long-term relationship building are the cornerstones of my approach with clients. Being a part of JPMorgan Chase, I offer extensive resources and access to a network of partnerships that will help propel companies to achieve their financial milestones. I also take pride in our significant contributions to the communities we are part off. In addition to Business Banking and Commercial Lending, I have experience in Personal Banking, Mortgage, and Branch Management. I hold a Bachelor of Business Administration (BBA) degree with a concentration in Accounting and Finance.
John Riley
Alliant Insurance Services
Regional Director, Business Development Leader, Risk Management Advisor
john.riley@alliant.com https://www.linkedin.com/in/johnwriley2012/
Skilled in Multinational Companies, Private Equity, M&A Due Diligence, Large Real Estate Accounts, Risk Management Consulting, Marine Cargo, Property & Casualty, Health & Benefits and Surety.
I have a personal book of business while having responsibility for business operations, growth, P&L, talent engagement and overall client satisfaction within the Northeast Region for Alliant Americas, the company's upper middle market platform.
Abrams Garfinkel & Ross, LLP
212.223.1754
aross@agrcpas.com
https://www.linkedin.com/in/adam-ross-a4ab0a34/
Jacob Shapiro
Jacob Shapiro Law
ATTORNEY
jshapiro@jacobshapirolaw.com
www.jacobshapirolaw.com
As an attorney deeply embedded in New York City’s legal and business ecosystem, I offer a comprehensive range of services across various legal sectors. My core expertise lies in Global Corporate and Capital Markets, but I also specialize in high-stakes settlement negotiations, criminal litigation, and general counsel for high-net-worth individuals and businesses. I have significant experience in NYC restaurant formation and litigation, real estate transactions, trust and estates, and resolving disputes in New York’s education sector.
My work is guided by a dynamic, innovative approach, influenced by my leadership at Thinker Street Technology. With the upcoming 2.0 platform, I blend legal expertise with cutting-edge technology to provide a forward-thinking approach to legal challenges. This technology-driven focus extends into every facet of my practice, offering clients not just legal representation but a comprehensive, tech-powered strategy.
I am committed to being YOUR lawyer, offering personalized attention to clients ranging from business owners to financial professionals and corporations. My approach balances assertiveness and diplomacy, ensuring the best outcomes for my clients. With accessible rates, I strive to provide top-quality legal services tailored to your specific financial situation, always with an eye on your success.
Cordis Global MANAGING PARTNER
Rsmith@cordisglobal.com linkedin.com/in/ronsmithab
Kyle Stebbins
Kyle.Stebbins@dlallc.com
Alan Swersky
IQ-EQ
MANAGING DIRECTOR, BUSINESS DEVELOPMENT
alan.swersky@iqeq.com
https://www.linkedin.com/in/alanswersky/
I have over fifteen years of experience helping clients seek returns through exceptional customer service and guidance for investment products. My team and I provide clients with proactive and keen insight into market dynamics and individual characteristics of equities, debt, and alternative investments that result in timely advice. I pride myself in anticipating needs, solving problems, and following through on commitments to clients. Here are some of the advantages of working with me Through me, my clients gain access to a powerful syndicate platform which offers retail investors many of the same capabilities as institutional investors. I help clients understand and make use of proprietary platforms and trading tools. I analyze market trends and develop strategies that seek to capitalize on market shifts and broad market moves. I assist all of my clients with understanding appropriate investment strategies and products to pursue their long and short term goals. I research clients standing to generate a "big picture" assessment of their holdings and goals - which allows me to best service their account I provide technical guidance for purchasing individual securities and investment products. Forte Capital assists companies raise capital through private placements and public offerings through Ceros Financial.
Raphael Waruinge
Gesture
raphael@gesture.vip
linkedin.com/in/raphael-waruinge
Former Investment Banking Analyst / Current Business Acquiror
I graduated from the University of Michigan’s Ross School of Business in 2023 and spent two years in investment banking, advising on M&A. Now, I’m focused on acquiring and operating a small business. In the meantime, I’m open to work opportunities and conversations with others.
Ryan graduated with a BBA from the University of Michigan's Ross School of Business in 2021. He began his career as an investment banking analyst at Rothschild & Co, where he advised on mergers and acquisitions across Industrials and Business Services. He then worked as a private equity associate at KPS Capital Partners, where he focused on acquiring and growing manufacturing businesses.
COMPANY OVERVIEW
FOCUSED ON SOPHISTICATED REPRESENTATION
The firm maintains a diverse, business-oriented practice focused on investment funds, litigation, corporate, real estate, regulatory, tax and ERISA. Drawing on the experience and depth of our attorneys in these distinct areas, we can leverage each attorney's industry specific knowledge to help our clients succeed. This collaborative approach brings to the table a collective insight that contributes to sensible, efficient resolutions, and allows us to remain attentive to the cost and time sensitivities that may be involved.
Sadis & Goldberg's clients include domestic and international entities, financial institutions, hedge funds, private equity funds, venture cap ital funds, buyout funds, commodity pools, and numerous corporate and business entities oper ating in a variety of industries around the world.
WWW.SADIS.COM
Sadis & Goldberg's Corporate group represents business entities in all stages of growth, from small startups and emerging businesses to large and long-established business entities. Our attorneys act as ongoing transactional counselors and resolve complex issues in the United States and internationally, in areas such as mergers and acquisitions; contract negotiations, technology agreements, TMT transactions (tech, media, and telecom) activist investing; derivatives; private equity, hedge funds, and venture capital; securities regulation; PIPE transactions; banking and finance; and capital markets. The broad nature of the services we render reflects the wide scope of our clients' needs and the many and varied industries in which they operate. Attorney teams drawn from the firm's related legal areas collaborate to provide the experience needed for each of these transactions, including counsel on issues related to tax, real estate, labor, ERISA, litigation and intellectual property, as the client's circumstances require.
FOCUSED ON YOU
Our passion for service, deep business and financial services experience, and our sensible billing model, provide uncommon value without compromise. See how we can help with:
• Financial Services Litigation
• Real Estate
• Family Office
• Tax
• Fund Formation
• Regulatory Compliance
• Private Equity
• Mergers & Acquisitions
