Networking Dinner
Attendee Book March 26th, 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.
Louis Albert
Reign Strategy and Investment Group FOUNDER
Louis.albert@reigninvestment.com
https://www.linkedin.com/in/louis-albert-rodriguez-004387107/
Louis Albert founded Reign Strategy & Investment Group in 2007 after 20 years developing growth strategies and strategic partnerships for some of the largest and most prestigious companies in the world. Prior to founding Reign Strategy & Investment Group, Louis was Vice President of Strategic Planning for Ogilvy & Mather Worldwide where he developed marketing partnerships and large-scale integrated marketing programs for CocaCola, DuPont, Holiday Inn, Sara Lee, Time Warner, and other global corporations.
Prior to Ogilvy & Mather, Louis was a Director in the strategy consulting practice for Deloitte Consulting, where he focused on telecommunications and Internet companies. His clients included AT&T, Bell Canada, Hewlett Packard, IBM, Rogers Cable, Sprint, Qwest, USWest, Verizon, and other clients. His major projects included corporate strategies, growth strategies, strategic partnerships, channel partnerships, and merger & acquisition strategies.
Louis Albert has an MBA from the University of Michigan where he was awarded the Pepsi-Cola Scholarship in Marketing and a University of Michigan Regents Scholarship. He has a Bachelor of Arts from Queens College where he achieved High Honors in Economics and was awarded a scholarship from the American Economic Association.
Boris Aksenov
Phalanex Partners
CO-FOUNDER & PRINCIPAL
Boris.Aksenov@phalanxpart.com
. Boris has over a decade of experience across private equity, venture capital, advisory/professional services and corporate finance. Prior to co-founding Phalanx, Boris worked in PE/VC investing and M&A advisory roles at 777 Partners, Pelican Ventures and Blue Ops Partners, where his industry experience included financial services, tech, transportation and industrials. Previously, he also worked in corporate finance and professional services roles at PowerPlan, GATX and Insurety Capital. Boris completed his undergraduate degree in Industrial Engineering at Georgia Tech and his MBA at Chicago Booth.
Outside of work, Boris enjoys spending time with his wife and young daughter, running, weightlifting, and traveling.
Jim Berger
New York Private Bank and Trust
MANAGING DIRECTOR
BergerJ@nypbt.com
linkedin.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.
Danny Bloomstine
IQ -EQ
MANAGING DIRECTOR, BUSINESS DEVELOPMENT
814.881.5660
danny.bloomstine@iqeq.com
https://www.linkedin.com/in/danny-bloomstine-990a4522/
Managing Director at IQ-EQ, focused on advising on best-in-class fund administration and investor services. Over the past decade, Danny has worked at the intersection of capital markets, technology, and client relations—beginning his career at S&P Capital IQ, joining as an early employee at VTS, and most recently growing business development at Juniper Square.
Danny is an angel investor and advisor to emerging startups. He also supports the charity Help For Children (hfc.org), focusing on child abuse prevention and treatment.
Neil Benedict
New York Life Insurance Company
AGENT
nbenedict@ft.newyorklife.com
https://www.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.
Glen Carballo
Dime Community Bank
FIRST VICE PRESIDENT, DIRECTOR – NATIONAL DEPOSITS GROUP
Glen.Carballo@dime.com
https://www.linkedin.com/in/gcarballo/
At Dime Community Bank I develop customized commercial banking solutions for new and emerging alternative investment fund managers and family office investors.
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.
Dino Colonna
Chicago Atlantic PARTNER
dcolonna@chicagoatlantic.com
https://www.linkedin.com/in/dino-colonna-cfa-56237647/
23-year career in traditional and alternative investment portfolios and investment banking across the global capital markets
Currently a Partner at Chicago Atlantic, an alternative investment manager focused on private credit to niche industries or opportunities where risk is fundamentally mispriced. Dino also serves as President of Chicago Atlantic BDC, Inc. (Nasdaq: LIEN), a publicly traded Business Development Company focused on lending to the middle market
Former Partner, Co-Head of Credit at Silver Spike Capital, a cannabis focused investment platform
Formerly Managing Partner at Madison Capital Advisors, a middle-market asset-backed lender in the cannabis, life sciences and tech sectors
Former ECM and derivatives investment banker at Barclays London
Former Senior Research Analyst at Forest Investment Management, a global multi-strategy hedge fund
Gregg Cohen
1.856.751.7676
Fred Cindrich
Giner Reality
914.552.4504
fred@ginerreality.com
Dynamic professional with expertise in real estate sales, private equity relationships, and front-office recruiting. Licensed in NY and CT, I provide strategic market insights and facilitate real estate transactions for a diverse client base.
In addition to my work in real estate and recruiting, I engage with private equity firms and institutional investors, introducing them to investment opportunities within my professional network. My experience includes working with high-net-worth individuals, RIAs, family offices, and institutional allocators.
Beyond investment and real estate, I support buy- and sell-side financial institutions by leveraging my industry network to identify and connect talent with firms in investment banking, private equity, hedge funds, and asset management. With a strong understanding of financial markets and technology, I take a consultative approach in talent acquisition.
My background in real estate, private equity, and financial talent acquisition allows me to offer a broad perspective to professionals and firms. Whether facilitating transactions, building relationships within the investment community, or identifying top talent, I am committed to fostering connections with integrity and professionalism.
Peter Corritori
Catalyst Mutuals
VICE PRESIDENT
peter.corritori@catalystmutuals.com
https://www.linkedin.com/in/pete-corritori-95b68916/
Peter Corritori, MBA, is an accomplished financial services professional with over two decades of experience in sales, business development, and client management. Since January 2023, he has been serving as Regional Vice President at Catalyst Capital Advisors, where he oversees client relations and business development initiatives in the Connecticut and Westchester regions, working with Financial Advisors, RIAs and Family Offices. His main role is raising assets and helping advisors grow their business.
Prior to this role, Peter was Senior Vice President of Sales at Mirae Asset Global Investments (USA) LLC, where he played a pivotal role in securing over 400 new clients and personally contributed to more than 45% of the firm’s total assets, exceeding sales goals by over 15%.
Peter’s career also includes significant positions such as Regional Consultant at MFS Investment Management, Inc., where he raised over $550 million and surpassed sales targets by 22%. He began his career as a Client Services Representative at UBS Global Asset Management. Peter holds a Bachelor of Arts in Economics from Union College and earned his Master of Business Administration in Finance from Boston University’s Questrom School of Business in 2010.
Jonathan Demarco
Peapack Private
SENIOR MANAGING DIRECTOR
203.769.7050
jdemarco@peapackprivate.com
https://www.linkedin.com/in/jonathan-demarco-94a54a6/
“JD” has been in commercial banking for over 20 years. His career started at Citibank where he finished as the Director of Middle Market and Business Banking for the Northeast. In 2016, JD felt Citibank no longer provided the best platform for his clients and prospects and decided to take his top performing bankers to Signature Bank, a more entrepreneurial, client-centric institution. In April of 2024, JD and his team, along with 12 other top performing, legacy Signature Banking teams, joined Peapack Private Bank as part of the expansion into NYC.
Peapack Private is a boutique Private Commercial and Consumer Bank (Nasdaq:PGC) with the single point of contact model that his clients have grown to love. His team is focused on Fund Banking, Private Equity, General Commercial Lending, CRE and Maritime. Additionally, the bank has many consumer products tailored to business owners and high net worth individuals, including Personal Lines of Credit, Mortgages and HELOCs.
JD is also one of three partners at The Rye Roadhouse, a Southern-Cajun style restaurant just outside of downtown Rye, NY (est. 2007) He has also been a volunteer HS Football Coach at Archbishop Stepinac in White Plains, NY serving as the Defensive Coordinator and Defensive Backs Coach for the Varsity program.
John Diercksen
Trove
SENIOR RELATIONSHIP MANAGER, FAMILY OFFICE
john.diercksen@trove.net
John brings 20 years of financial services expertise to his role as Senior Relationship Manager. Before joining Trove in 2023, he spent four years establishing and managing a Connecticut-based single-family office. As Managing Director, he oversaw relationships with investment managers, legal advisors, and accounting partners. His investment background equipped him with the skills to recommend and implement both short-term tactical and long-term strategic asset allocation decisions, driving performance growth for the family’s investment portfolio. Beyond his direct family office experience, John spent 15 years working globally with high-net-worth individuals, family offices, advisors, and institutional investors across various alternative asset managers, including a decade at KKR & Co. John’s focus on client engagement, strategic decision-making, advisor coordination, and effective communication enables him to deliver elite service and build trusted partnerships with clients and colleagues alike. He graduated Cum Laude from Babson College with a Bachelor of Science in Business Administration.
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.
Adam Goldsmith
adam@mgadvisors.net
Greg Jacobs
MANAGING MEMBER
917.783.1875
gjacobs@capdimen.com
Greg Jacobs has over 30 years of experience in investment management, capital markets, and trading. Since his early days at Salomon Brothers, Greg has developed extensive trading and risk management expertise across the asset-backed, mortgage and alternative credit, real estate, insurance, and specialty finance sectors. His entrepreneurial efforts include building and operating successful investment platforms, which include co-founding a hedge fund, launching multiple investment advisory firms, and managing Institutional trading desks at Greenwich Capital and Daiwa Securities. Greg received an MBA in Finance from the Sloan School at MIT and a Sc.B. in Engineering from Brown University.
Kylan Johnson
kylan@secureyourlegend.com
linkedin.com/in/kylanjohnson
I’m Attorney Kylan Johnson, and my singular focus on estate planning evolved from two distinct sources. First, in 2006, my biggest fan—my maternal grandmother, Dolly—was diagnosed with dementia. Thankfully, years before, she had granted my mother financial power of attorney. As a result, Dolly was able to live her last five years with aroundthe-clock care without bankrupting our family. Unfortunately, this is not true of everyone due to a lack of estate planning. I aim to fix that.
Second, I’m the grandson and son of small-town funeral directors. I have seen the real-life implications of families being either prepared or unprepared when a loved one passes. Growing up in the funeral business, I also learned the value of respect, compassion, and attentiveness to the deeply personal aspects of end-of-life matters.
I have been practicing law in New York for over 11 years. I reside in Sleepy Hollow and participate in the Hudson Valley community as a member of the Tarrytown Rotary Club, Sleepy Hollow-Tarrytown Chamber of Commerce, and Union Church of Pocantico Hills. I am also proud to sponsor the Westchester Ballet Company, which teaches teamwork, perseverance, and the pursuit of excellence to our local youth.
Amy Jones
COO AND HEAD OF EDUCATION TECHNOLOGY
amy@85advisors.co Linkedin.com/in/amy-jones-3926434
Amy has nearly 20 years of education leadership and administration experience. Prior to joining 85 Advisors, she was Chief Academic Officer and Deputy Chief Executive for Special Education for the New York City Department of Education, the largest school district in the United States with 1.1 million students and a $24 billion operating budget. In this role, she led NYC’s special education reform efforts, program and service quality, and specially designed instruction across approximately 1,700 schools. Amy managed professional development for more than 100 thousand staff members supporting more than 290 thousand students with disabilities. In addition, she oversaw numerous projects to re-engineer instruction and systems for the multi-billion dollar Division of Specialized Instruction and Student Support, including learning management systems, management information systems, analytics, student information systems, inventory and ERP, assistive technology and accessible education materials. Amy was widely recognized for her strategic vision and leadership of large-scale change efforts to transform schools and ensure better learning outcomes for all students. Earlier in her career, she served as a teacher, a school principal, an adjunct professor for online graduate courses, and Director of University Partnerships for Teach For America. Amy earned an M.A. in Organization and Leadership from Columbia University and a B.A. degree from Washington University in St. Louis. She currently serves on the New York board of Teach for America.
Brian Landy
Electronic Paralegal LLC
PRESIDENT
blandy@eparalegal.net
https://www.linkedin.com/in/brian-landy-a40379231/
Dave Lam
Phalanx Partners
CO-FOUNDER
PRINCIPAL
dave.lam@phalanxpart.com
Dave has a decade of experience leading teams in operations and managing private investments. Dave currently manages Oakwood Legacy Partners, a holding company of alternative assets that include real estate, cryptocurrency, and private debt. Previously, he oversaw SMB vendor portfolios that included medical services, concession services, communications/IT, construction, aircraft production, and ship repair under the US Air Force and the US Coast Guard. Dave holds a BS in Biology from the US Air Force Academy, an MS in Finance from Boston College, and an MBA from Chicago Booth.
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Frank Lazzara
Frank.Lazzara@dlallc.com
Frank Lazzara, CPA, CFE, CFF, ABV is a Partner in its Forensic Accounting, Valuation and Litigation Support practice. Lazzara brings over 30 years of diverse professional experience in forensic accounting, financial reporting, financial operations consulting, private industry, public accounting, and internal audit to the firm. Throughout his distinguished career, including key roles as a Managing Director with FTI, a telecommunications CFO, and an auditor with PwC and Goldman Sachs, he has spearheaded highstakes financial investigations, successfully navigated complex M&A transaction disputes, and delivered compelling expert witness testimony in Federal, Bankruptcy, and State court matters. Prior Work Experience
o FTI
o PricewaterhouseCoopers, LLP (PwC)
o Goldman Sachs Education, Certifications & Affiliations
o Pace University – BBA, Bachelor of Business Administration and Public Accounting
o American Institute of Certified Public Accountants
o Association of Certified Fraud Examiners
o New York State Society of Certified Public Accountants
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.
JMCCO, LLC
Founder / CEO
JMcCaffrey@jmcco-llc.com
https://www.linkedin.com/in/james-mccaffrey-caia-4332877/
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
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.
Nick is President and Founder of Broadstreet Family Office where he oversees and manages the firm’s operations and leads a team advising high-net-worth families, individuals, and business owners on wealth management strategies.
Previously, he was responsible for operations at large organizations where he serviced alternative investment firms. He began his career, as Vice President of Investment Banking for Equity, Fixed Income, and Prime Brokerage trading at JP Morgan Chase and held a key role at McKinsey & Company’s Investment Office. With two decades of experience and as an innovator in investment management technology, he utilizes his proven methods and efficient work style to prioritize exceptional client service. By leveraging his streamlined processes and Broadstreet’s talented team, he ensures we deliver solutions tailored to each client’s specific needs.
Joseph Puglisi
Integrated Solutions
ADVISORY
+1 908.743.1304
https://www.linkedin.com/in/joe-puglisi-58ba09b/ jpuglisi@integrated.solutions
Joe Puglisi is an accomplished accounting advisory professional with over 30 years of experience providing advisory and business consulting services primarily in the financial services industry. He is dedicated to helping clients navigate the complexities of a constantly evolving and highly regulated environment, ensuring compliance and protection for their businesses.
Prior to joining Integrated Solutions, Joe held leadership positions in national CPA firms, where he specialized in both the SEC and financial services practices.
His expertise extends to securities broker-dealers, alternative investment funds, registered investment advisers and 1940 Act Funds and working with clients in the public accounting arena on various aspects of SEC reporting, initial public offerings, and reverse merger transactions.
Joe's passion lies in being a trusted advisor to his clients. He believes that their success is his own, and he thrives on helping them overcome challenges and achieve their goals. With a client-centric approach and a deep understanding of the financial services industry, Joe brings invaluable expertise and a genuine commitment to delivering exceptional service and value.
Beyond his professional accomplishments, Joe is actively involved in giving back to his community. For the past 30 years, he has served as a volunteer firefighter, embodying the spirit of selflessness and dedication.
Joe holds a B.B.A. in Public Accounting from Pace University and is a licensed CPA in both New Jersey and New York.
Adam Ross
Grassi
FINANCIAL SERVICES AUDIT PARTNER
212.223.1754
aross@grassiadvisors.com
Adam is an Audit Partner in Grassi’s Financial Services Practice. He has more than 10 years of experience in public accounting, auditing, and management consulting for financial services entities.
Over the years, he has worked on a diverse client basis, auditing mutual funds varying in net assets from $10 million to over $4 billion. He also has experience working on hedge funds and private equity funds with varying investment strategies. Additionally, Adam has experience with integrated audits of publicly traded asset managers, broker dealers, as well as private management companies.
Prior to joining Grassi, Adam served as a Director at a Big 4 Accounting Firm, where he focused on the Asset Wealth Management sector. Adam independently valued complex derivatives and financial instruments including credit default swaps, interest rate swaps, futures, forwards, tender option bonds, and profit of interests. In addition, Adam prepared and managed audit budgets and annual audit plans to ensure they were conducted in line with the approved plans.
Adam is a member of the American Institute of Certified Public Accountants (AICPA) and is a Certified Public Accountant in the State of New York. He was recognized among the 2023 Notable Leaders in Accounting, Tax & Audit by Crain’s New York Business.
Adam earned his Masters in Accountancy with a specialization in taxation and his Bachelor of Business Administration from the University of Wisconsin.
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.
SADIS & GOLDBERG
PARTNER
917 608.1344
mtaras@sadis.com
https://www.linkedin.com/in/mitchell-taras/
Mitchell Taras practices in the firm's Real Estate and Corporate groups. He represents clients in a variety of complex real estate transactions, including acquisitions, dispositions, financing, construction, leasing and joint venture negotiations involving apartment buildings, shopping centers, hotels and office buildings. Mitchell has represented both borrowers and lenders in mezzanine lending, securitized loans, and secured and unsecured credit facilities. He has also represented owners in connection with construction contracts and disputes.
On the corporate side, Mitchell counsels proprietorships, franchisees and other closely held businesses in their day-to-day operations. He also has extensive experience in structuring, negotiating and implementing various business transactions, including sales of assets; mergers and consolidations; acquisitions and dispositions of companies; joint ventures; business restructuring and reorganization; and preparation of employment, shareholder, partnership and limited liability company operating agreements. With his broad experience, he also serves franchisees, entrepreneurs and other clients in a diverse range of industries.
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
Senior capital markets and investment banking professional with a forward thinking and results-oriented focus leveraging long standing relationships to identify new opportunities and generate revenue. Has completed over 600 assignments globally for mid cap clients around the globe.
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.
5TH ANNUAL FOP CHARITY INVITATIONAL
JUNE 16 2025 || 9:30 AT PELHAM
COUNTRY CLUB
On-course Lunch, Closest to the Pin, Long Drive, Post Round Networking and Drinks
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
