Networking Dinner
Attendee Book February 19th, 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.
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 familyowned 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.
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.
TPC Consulting, LLC.
917.3 78.7 456
tom@clarostrategies.com
https://www.linkedin.com/in/tclaro/
Prospect Capital
vconsoli@prospectcap.com
Warren Finkel
Omega Systems
MANAGING DIRECTOR – NORTHEAST
wfinkel@omegasystemscorp.com
www.linkedin.com/in/warrenfinkel/
Warren is the Managing Director of Omega Systems’ Northeast region. He previously led ACE IT Solutions for more than 13 years, before its acquisition by Omega in March 2022.
Warren brings decades of experience to the company, with impressive experience across business development, marketing, customer service and IT strategy. His long-standing relationships with customers and strategic partners in the hedge fund and private equity sector make him a trusted resource and sought-after advisor.
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.
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:
ï‚· Private Equity, Real Estate and Hedge Funds
ï‚· Family Offices
ï‚· RIAs
Services:
ï‚· Fractional CFO
ï‚· Transaction Advisory
ï‚· 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.
Elvis Grgurovic
Dime
Elvis.grgurovic@dime.com
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.
Melissa McEntee
Capital Solutions Vice President
melissa@innovativedf.com
https://www.linkedin.com/in/melissa-mcentee-11980116 2/
I’m a driven and strategic business development professional with a strong focus on problemsolving and delivering creative solutions that drive growth. I take a thoughtful, solutions-oriented approach to challenges, combining creativity with strategic insight to achieve meaningful results. Committed to continuous learning and professional growth, I thrive in dynamic environments where strategy, collaboration, and execution come together to create lasting impact.
Daniel Montanaro
Webster Bank Managing Director
dmontanaro@websterbank.com https://www.linkedin.com/in/dan-montanaro-6b4169187/
Dan Montanaro serves as Managing Director and Senior Private Banker for Webster’s offices in Fairfield and Westchester County with over 20 years experience serving the needs of high net worth individuals, family offices, and non profits.
At Webster Private Bank, Dan oversees a range of services, including investment management, fiduciary services, financial planning and business exit/succession planning.
Webster Private Bank also offers a broad range of commercial and residential lending solutions tailored for high net worth individuals and family offices.
Before joining Webster Private Bank, Dan held the position of Senior Vice President and Senior Wealth Management Lending Officer at Merrill Lynch. Additionally, he managed the Private Banking needs of Merrill Lynch clients as the Wealth Management Banking Resident Manager in Fairfield County.
Kyle Muldoon Marsh
Assistant Vice President
Kyle.Muldoon@marsh.com
As a dedicated Commercial Insurance Producer at Marsh, I am passionate about helping businesses navigate the complex world of risk management and insurance solutions. With a deep understanding of the unique challenges faced by organizations across various industries, I strive to deliver tailored coverage that safeguards their assets and supports growth for the future.
My expertise includes developing comprehensive insurance programs, building strong client relationships, and providing strategic advice to optimize risk mitigation. At Marsh, I am proud to be part of a global leader in insurance brokerage and risk management, leveraging our extensive resources and expertise to deliver exceptional value.
Adam Saks
A. Saks Advisory LLC
CEO
adam@asaksadvisory.com
linkedin.com/in/adam-saks-a3bb5319
Results-driven finance executive with over 15 years of experience in financial planning & analysis, strategic financial modeling, data analysis, and performance optimization within complex, high growth organizations. Specializing in corporate finance, built and led high-impact finance and FP&A functions at some of the world’s largest financial organizations, developed sophisticated projection models, and driven data-informed decision-making for executive leadership.
Michael Schmidt
Grant Thornton LLP
SENIOR MANAGER
mike.schmidt@us.gt.com
https://www.linkedin.com/in/michael-schmidt-44793939/
Asset Management Audit Senior Manager with over 10 year of experience, with a focus on Private Equity Funds and Fund of Funds. Mike is also the firm's Knowledge Management Ambassador for the Asset Management Industry.
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.
Anton Tsimbler
Baros Health
anton@baroshealth.com
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
