Sadis Networking Dinner
Attendee Book September 17th, 2025
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.
Thomas Baker
DIRECTOR OF CLIENT RELATIONS
linkedin.com/in/thomasjbaker
Thomas is a seasoned technology executive with over two decades of leadership in IT services, with a focus on the financial services and alternative investment sectors. In RFA, he drives strategic growth by forging partnerships with hedge funds and private equity firms, delivering cutting-edge solutions in IT service management, cloud, compliance, and cybersecurity.
With a proven track record in increasing annual recurring revenue (ARR) and managing large client portfolios, Thomas excels in client relationship management, sales strategy, and team leadership. He has led transformative initiatives (including global cloud deployments and operational mergers) consistently delivering measurable outcomes for clients.
Passionate about innovation and customer-first excellence, Thomas brings deep industry expertise and a strong commitment to building trusted, long-term relationships.
Neil Benedict
New York Life Insurance Company Agent
nbenedict@ft.newyorklife.com
linkedin.com/in/neilbenedict
As a licensed Agent of New York Life Insurance Company, I help clients with the money they never want to lose and never want to pay taxes on. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.
Bruce
Cole
Palmetto Realty
MANAGING
PARTNER
864.207.6781
bcole@Palmettorealtyadvisors.com linkedin.com/in/brucecole
Looking for corporate partners to help create and diffuse processes that promote economic growth, operational efficacy and value added. Current interests include big data, smart assets, economic development and digital literacy.
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.
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.
Frank Gregory
MANAGING
917.992.2309
frank@fmgassociates.net
https://www.linkedin.com/in/frank-gregory-j-d-4254a72/
Game Changer, Disruptor, Entrepreneur & Innovator, Connector, Dynamic Leader, Strategist, Insurance, IRA & Retirement Guru, and Fiduciary Advocate, Blockchain & ICO Enthusiast, Managed Risk Taker.
I am a C-Suite executive with established, start-up & blockchain company experience in operations, sales, relationship management, product design, and legal/regulatory matters. I study people and industries, which allows me to effectively guide and motivate team members to find success. As a former attorney, I find legal, creative solutions to problems, and have learned to quickly and objectively evaluate business models and recommend strategic and tactical courses of actions.
I work as both a third-party consultant and as an in-house employee. In addition, I sit on a number of private company and not-for-profit boards and advisory committees.
Ante Jakic
718.640.8344
ante.jakic@compass.com
Ante Jakic is a highly respected Real Estate Advisor and Top Producing Agent with Compass who is ranked as One of America's Best Real Estate agents by The Wall Street Journal/Real Trend Rankings as well-known for brokering some of the city’s most exclusive and remarkable properties. In 2024, Streeteasy ranked Ante Jakic in the Top 3 of NYC residential brokers. Due to the privacy of most of his clientele, he does not post or advertise many of his closed deals. Ante's impressive sales record of spectacular properties has resulted in many record-breaking prices. Ante is a Townhouse and Luxury condo expert, consistently recognized as a top townhouse selling broker as well as a prominent condominium and coop expert. He is known for selling homes with dramatic Central Park Views, Lavish Penthouses, Iconic Townhouses and some of the most desirable Lofts in the city. 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, New York Magazine, The Real Deal, and Real Estate Weekly have often recognized and published his unique listings and professional accomplishments.
Kylan Johnson
Hudson Valley Estate Planning PLLC
Attorney
kylan@secureyourlegend.com
linkedin.com/in/kylanjohnson
I am the owner of and attorney at Hudson Valley Estate Planning PPLC, 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 member of the Tarrytown Rotary Club, Sleepy HollowTarrytown Chamber of Commerce, and Union Church of Pocantico Hills. I am also delighted to sponsor the Westchester Ballet Company, which teaches teamwork, perseverance, and the pursuit of excellence to our local youth.
Bradley Jones
Standard Normal
MANAGING PARTNER
bradley.jones@standardnormal.com
linkedin.com/in/brad-jones-b0483638
Brad Jones is the Founder and Managing Partner of Standard Normal, a Manhattan-based alternative investment firm specializing in energy trading and alternative fund investments. With a diverse background spanning professional athletics, quantitative investing, and clean energy finance, Brad brings a unique blend of analytical expertise and strategic vision to the firm.
Before founding Standard Normal in 2018, Brad spent four years in clean tech investing, focusing on venture capital and renewable energy real estate assets. His transition into energy trading was preceded by two years managing a quantitative public equities strategy, applying data-driven models and market analytics to drive performance.
Brad’s investment philosophy is rooted in identifying market inefficiencies and leveraging sophisticated quantitative strategies. His leadership at Standard Normal has led to the successful launch of two hedge funds.
Cosmo Marfione
BDC Group.
MANAGING
cmarfione@thebdcgroup.com https://www.linkedin.com/in/cosmo-marfione-p-e-9300248/
I have forever been drawn to designing and building structures. This passion drove me to accumulate two advanced degrees and the Professional Engineer (PE) designation. I enjoy helping clients and investors create a vision and bring it to life, while maintaining adherence to standards and regulations and within time and budget constraints.
My team at NEWBANKS serves as lender representative on projects of all scope and size across the region. We have been fortunate to work on some of the most notable commercial, mixed use, industrial and residential properties across the country - ensuring accurate and compliant construction is achieved. We inspect, monitor and consult on several $B of real property construction assets per year, and are actively seeking new motivated talent to JOIN OUR TEAM. If you are self-motivated, detail-oriented, sharp and want to be part of delivering top quality service to current and prospective clients - please CONTACT US!
The BDC Group represents my family office exposure to real property assets in the NY Metro & Capital Region: midmarket student & community housing, self-storage facilities, eco-minded community development. We are currently raising capital for Stack N Stor Growth Fund I. Please reach out if interested in becoming a limited partner or learning more!
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
Jonathan Menna
Berkowitz
Pollack and Brant
ASSOCIATE DIRECT OF TAX SERVICES
332.216.0007
jmenna@bpbcpa.com
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.
Gabrielle Migoya
Foreplay Golf
Founder & CEO
gabrielle@foreplaygolf.com
Gabrielle is the Founder and CEO of GSM Virtual Assistants, a global Virtual & In Person Assistant platform that offers Executive & Personal solutions. An experienced entrepreneur with a demonstrated history of managing Executives in the financial industry for over 14 years. She is skilled in customer relationship building, managing teams, project management, event planning and personal services. Proven track record of seamlessly managing workflow, impeccable organization, and unwavering loyalty has earned her the reputation as a strategist in her field. Most notably known for delivering high-level support and handling multiple projects in a fast-paced environment with ease. As an avid golfer, Gabrielle also recently started a Women's Apparel Golf DTB & e-commerce company, ForePlay Golf. Her mission is to empower women to feel confident on & off the golf course!
Josh Miramant
Blue Orange CEO
josh@blueorange.digital
linkedin.com/in/joshmiramant
Josh has founded 2 venture-backed technology companies that have scaled to millions of users. As a technical founder, he’s managed and delivered large-scale data analytics and machine learning. Josh Miramant is the CEO and founder of Blue Orange Digital, a data, analytics and AI agency back by Oliver Wyman based in New York City. Miramant is a tech-founder and data analyst by trade. He is a serial entrepreneur and software engineer that has built and scaled 3 startups. He helps organizations take advantage of their data and build useable analytic tools.
Accomplished Executive with global leadership experience driving market share, technology advancements, revenue, and operational scalability. Data-driven leader and team builder with success driving 8-figure revenue growth via technical solutions, customer service, and collaboration across business units, as an influential leader at several prominent alternative investment firms. Leading the entire IT lifecycle, from roadmap to execution, driving solutions aligned with business outcomes and data-driven strategies. Substantial contributions to both bottom line and team member development with experience hiring, mentoring, and leading high-performing teams, resulting in increased engagement, happiness, performance, and employee retention.
Jonathan Ngyuen
EdgarAgents
DIRECTOR
jonathandnguyen@me.com linkedin.com/in/jonathan-d-n-70368aa
With 20+ years of financial services experience, I move forward the compliance need for public and private companies, as well as, registered investment management companies, their in-house and outside counsel, corporate compliance teams, private equity, and investment banking partners.
We help our clients prepare, file and distribute SEC disclosure documents as well as provide a stack of technology solutions to enable Initial Public & Debt Offerings, M&A due diligence, Asset Dispositions and Shareholder communications.
Since 2008, EA is now a top three global SEC filing agent offering 24/7/365 service.
I am passionate about serving my clients and enjoying time with family, travel & golf.
Chris Norris
914. 819.3345
chrchristopher.norris@troweprice.com
www.linkedin.com/in/chris-norris-cfa-cfp- cima-6a5bb79
Chris Norris is a senior alternatives specialist in U.S. Intermediaries (USI). He is a director of T. Rowe Price Group, Inc. Chris’s industry experience began in 2008, and he has been with T. Rowe Price since 2023, beginning in USI. Prior to this, Chris was employed by Beneficent in the area of private asset secondaries. He also was employed by PIMCO Investments and Morgan Stanley, specializing in the distribution of investment and retirement solutions for global private wealth. Chris earned a B.S. in business management from Rutgers University. He also has earned the Chartered Financial Analyst® designation and the Certified Investment Management Analyst® certification and is a CERTIFIED FINANCIAL PLANNERTM professional.
Philip Ramacca
CFO / PRESIDENT
philip.ramacca@dlallc.com
linkedin.com/in/philip-ramaccadla
Philip Ramacca is the President of DLA, LLC. Philip has over 31 years of broad business experience, with extensive audit experience relating to real estate and asset management companies. Philip has worked extensively with all of DLA’s real estate clients, including REITs, REOCs, and Private Equity firms, and serves as the Lead Client Service Partner for numerous real estate clients. Philip has worked with dozens of companies to initially comply with SOX requirements and maintain that compliance is ongoing. Philip has extensive audit experience in all categories of real estate and has performed in-depth reviews of the operations of joint venture partners, third-party managed properties, selfmanaged properties, and hotels. Philip works closely with senior management and his responsibilities include coordinating client engagements; post engagement discussions with client executives; recognizing, researching and resolving technical accounting and auditing issues; consulting on business combinations; and assisting clients negotiating debt agreements.
Frank Restagno
SADIS & GOLDBERG LLP
PARTNER
212.573.8145
frestagno@sadis.com
https://www.linkedin.com/in/frank-restagno-a6514067/
Frank S. Restagno is a Partner in the firm’s litigation group. His extensive trial and arbitration experience includes the successful prosecution and defense of a wide range of claims before federal juries and domestic and international arbitral tribunals, including claims for breach of fiduciary duty, false advertising, and breach of contract. He has managed cases spanning all phases of litigation, from pre-complaint investigation through appeal.
Before joining Sadis & Goldberg, Frank was an associate at Winston & Strawn LLP, where he focused on federal securities class action defense, M&A and corporate governance-related litigation and advice, and breach of contract and intellectual property disputes. In law school, Frank was the Managing Editor of the Fordham Urban Law Journal and interned for Magistrate Judge A. Kathleen Tomlinson of the Eastern District of New York and Associate Justice Angela M. Mazzarelli of the Appellate Division of the New York Supreme Court, First Department.
Ron Smith
Bernstein Private Wealth Management
WEALTH ADVISOR
ron.smith@bernstein.com
linkedin.com/in/ronsmithab
Ron Smith leads a Wealth Advisory Team at Bernstein Global Wealth. His practice focuses on the unique challenges of Founders, Family Enterprises, and Philanthropists, as well as Generational Talents in both Sports and Entertainment.
Ron’s passion for helping clients understand and prepare for the emotional complexity wealth creates is what inspired him to join Bernstein Global Wealth. He establishes Family Governance structures and formalized conflict resolutions systems that can not only stand the test of time, but our flexible enough to “live and breathe” with the generations who carry it forward. By recognizing that values and communications styles can differ vastly among different generations, Ron prides himself in his ability and dedication to ensuring each family member feels seen and heard.
Through advanced tax mitigation strategies, Ron emphasis the importance of asset location and trust structures. His approach to financial complexity begins with Investment Infrastructure Optimization. Knowing its “not what you make, its what you take,” he is hyper focused on after tax results, which not only increases the growth of client wealth, but directs the flow of wealth in a meaningful way to both the rising generation, and the causes clients care about most.
Outside of work, Ron gives back, coaching youth hockey with the Rye Rangers organization, and volunteering within his community. Ron also serves on the board of “Gilda’s Club,” the Greater NY & CT chapter of Cancer Support Community, and is active in supporting Manhattanville University Alumni & Athletics Associations. His “me” time is spent on the Long Island Sound boating with family and friends, golfing, and watching the New York Rangers. Originally from Vancouver BC, Ron holds degrees in Economics and in Philosophy from Manhattanville University. He lives with his family in Stamford CT.
Michael Spencer
914.522.0097
Michael.Spencer@mypcsb.com
www.linkedin.com/in/michael-spencer-5717729
As a 30yr Financial Services professional, I currently work as Commercial Loan Officer Orange Bank and Trust based out of White Plains, NY, I manage an existing portfolio of clients and bring new business customers to the bank. My skill set centers around (but not limited to): Cash Flow Analysis and Report preparation; Portfolio Review; Underwriting; Pre-Qualification. I consider myself more than just your typical banker, I was once a small business owner so I know the importance of networking. Please ask me for an introduction and I’ll be more than welcome to put it together.
Chaz Terribile
Armanino Advisory MANAGER, BUSINESS DEVELOPMENT
212.792.6350
chaz.terribile@armanino.com
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.
Raphael Waruinge
Gesture
raphael@gesture.vip
linkedin.com/in/raphael-waruinge
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.
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
Held on every other Tuesday at 8:30 a.m., these meetings are collaborative conversations on industry hot topics, hosted by Paul Marino. Please note, all meetings are first-come, first-serve and all submissions will be subject to approval and capacity restrictions. Feel free to add our business breakfast schedule to your calendar.
https://www.sadis.com/insights/business-breakfast-winterspring-2024-calendar
We're excited to announce our next event, which will be held on October 29th, at Flames Steakhouse at 7pm. If you're interested in attending, please RSVP by emailing Ashley North at anorth@sadis.com or Lauren Scott at lscott@sadis.com.
We look forward to seeing you there for another evening of networking and collaboration!
