The Sam Seltzer ’48 Mentor’s Forum provides current students and young alumni with the opportunity to spend time, one-on-one, with Cornell Family Business Scholars, top advisors, and family business leaders. Cornell students will engage with esteemed industry professionals and select their own agendas for exploration.
Sam Seltzer '48
Product Sponsor:
Welcome to the 2025 Sam Seltzer ’48 Mentors Forum! This event is a cornerstone of the Smith Family Business Initiative, bringing together an incredible network of alumni, students, business owners, and advisors. Today is an opportunity to connect, learn, and gain insights that can shape your future—whether in your family’s business or along a different career path.
Many participants have walked away from the forum each year with new perspectives, have made key career decisions, or have built lasting relationships with mentors. This exchange of ideas and experiences is what makes this gathering so meaningful year after year, and we look forward to see it continue.
For our student mentees, we encourage you to engage fully. Whether through a quick conversation or a deeper dialogue, every interaction today has the potential to influence your journey. The mentors here have volunteered valuable time to support you, so please take advantage of their expertise and be open to new possibilities.
We extend our sincere thanks to Sam Seltzer ’48 and Jim O’Hoppe, MBA ’04, whose support makes this event possible. Their commitment helps ensure that this forum remains a valuable space for mentorship and growth. Thank you, as well, to Johnson Estate Winery, for providing the fabulous gifts for our mentors--your generosity and support of our event is truly appreciated!
At its core, this event is about Cornellians supporting Cornellians. We’re excited to have you here and hope that today sparks conversations, connections, and insights that will stay with you well beyond the day itself.
Sincerely,
The SFBI Team
Kaitlyn Mann, Initiative Coordinator
Susan Hu, Assistant Director
Daniel G. Van Der Vliet, John and Dyan Smith Executive Director of Family Business
Wesley Sine, PhD '01, John and Dyan Smith Professor of Management and Family Business
Lily Bagher
Junyan Cai
Xiangchan Chen
Alexander Cheung
Priya Chokshi
Enzo De Oliveira
Britani Griffin
Ananya Jain
Kaleb Kavuma
Chris Lasa
Dominic Law
Fati Mixha
Sofia Moreira
Andrea Nguyen
Yash Ranat
Ain Razali
Clarence Rivette
Benjamin Roberts
Robert Schetty
Aryaman Thareja
Vera Veh
Ray Wong
Alice Yang
Undergraduate, ILR 2021
MPS Management 2025
MBA 2026
Undergraduate, Hotel Administration 2027
EMBA/MS 2026
Undergraduate, Arts and Sciences 2025
EMBA NY Metro 2025
MPS Management 2025
Undergraduate, Arts and Sciences 2026
MBA/MILR 2026
Undergraduate, Architecture & Planning 2022
Undergraduate, Hotel Administration 2025
Undergraduate, CALS 2025
Undergraduate, Hotel Administration 2028
MBA 2026
MBA 2025
EMBA NY Metro 2025
Undergraduate, ILR 2010
Undergraduate, ILR 2021
Undergraduate, College of Engineering 2025
MBA 2025
MBA 2015
Undergraduate, Hotel Administration 2028
J. Alex Albarracin, MPS '23
Leona Barsky '80, MS '81
Real Estate Family Business
HR Compliance and Dispute Resolution
Anne Bauer Legacy
Doug Baumoel '78
Barry Berman '73
Ari Betof, MBA '21
Philip Bradley '01
Ira Bryck
Rhonda Carniol '79
Savio Chan
Steve Cohen
Carrie Dilauro '91
Pierre duPont
Deborah Erickson
Walter Erike, MBA '21
Mary Falvey '63
Diego Izurieta, MBA '01
Chris Koenemann
Sean Lee, MBA '20
Franco Mora, MBA '12
Ron Nahass
Orley Pacheco, MBA '18
Andrew Scirri '88, MBA '04
Continuity Family Business Consulting
GrandmaMae's Country Naturals
Mission & Data
Niles Enterprises
Helping Leaders Grow
CSG Law
Tranquilla AI
Gold Coast Advisors
Hamilton Robinson Capital Partners
Cerity Partners LLC
Servenco Management Inc.
Stealth
Falvey Associates
WSI World - Optimus, LLC
Family Advisor and Coach
Fairfield Maxwell
GustoMarket
RSM US LLP
Wells Fargo Advisors
CoVantage Consulting LLC
7TH FL, 570 LEXINGTON AVE, NEW YORK CITY
FRIDAY, MARCH 7, 2025 (All times are EST)
8:30 a.m. - 9:30 a.m. – Registration and Networking Breakfast........................................................................................Lounge
9:30 a.m. - 10:00 a.m. – Welcome Remarks............................................................................................................................Rm 724
Daniel Garrett Van Der Vliet, John and Dyan Smith Executive Director of Family Business
10:00 a.m. - 11:15 a.m. – Speed Round......................................................................................................................Various locations
11:30 a.m. - 12:15 p.m. – One-on-one Round 1 (long).............................................................................................Various locations
12:15 p.m. - 1:15 p.m. – Lunch .............................................Lounge
1:15 p.m. - 1:40 p.m. – One-on-one Round 2.............................................................................................................Various locations
1:45 p.m. - 2:10 p.m. – One-on-one Round 3...........................................................................................................Various
2:20 p.m. - 2:45 p.m. – One-on-one Round 4..........................................................................................................Various locations
2:50 p.m. - 3:15 p.m. – One-on-one Round 5...........................................................................................................Various locations
3:15 p.m. - 3:45 p.m. – Closing Remarks...................................................................................................................................Lounge
To view your one-on-one matchups, please click on this link.
J. ALEX ALBARRACIN, MPS '23
Real Estate Family Business
jaa334@cornell.edu
Manages real estate family business and lives between NY and Florida. J. Alex formerly worked in the public and private sectors at various institutions including Goldman Sachs, Teach For America, and the U.S. Marines Corps. J. Alex is a first-generation college student with family originally from Ecuador. He is also a Clinton Global Initiative Fellow. J. Alex holds a B.S. in Finance from Rutgers University, an MBA from the University of Miami, and a Master of Real Estate from Cornell University’s SC Johnson College of Business.
As Vice President, Employment Compliance for Revlon Consumer Products Corporation ("Revlon"), Leona was a pioneer in developing and implementing effective EEO and diversity, equity and inclusion (“DEI”) initiatives, policies and programs before DEI was a commonly recognized term in workplaces and established Revlon’s first strategic and cutting-edge employment and labor/ human resources legal, compliance, investigations, training, advising, employee relations and affirmative action practice group. Prior to Revlon, Leona practiced in the employment, affirmative action, labor relations and employee benefits areas with two prominent Manhattan law firms.
LEONA BARSKY, Esq., '80, MS '81
HR Compliance and Dispute Resolution Services
leona.l.barsky@gmail.com
Leona provides innovative advisory, consulting, investigatory, training, conflict resolution, mediation and arbitration services in the human resources, employee relations, employment law and compliance, equal employment opportunity (“EEO”), inclusion, belonging and accessibility, workplace harassment, affirmative action, workplace equity and equality, women’s leadership, labor relations, employee benefits, environment and culture change, programming and policy design, risk assessment and audit areas.
Leona received her bachelor’s and master’s degrees from Cornell University, School of Industrial and Labor Relations and was awarded the Daniel Alpern Prize for Leadership and Scholarship. She received her J.D. degree from the University of Pennsylvania Carey Law School and was awarded the M.G. Goldstein Memorial Prize for outstanding academic achievement in labor and employment law. She has lectured at Cornell'S ILR School and The Wharton School.
ANNE BAUER Legacy
anne@thelegacyevolution.com
Anne Bauer is a Family Business Coach, the President & CEO of Racket Merchandise Company, her family’s 6th-generation business, and the host of the Legacy: Navigating Family Business Podcast. Anne is also the editor-in-chief of Legacy Magazine.
With an educational background in psychology, coaching,
and energy work, coupled with over 25 years of firsthand experience in not just one, but three multi-generational family businesses, Anne brings a deep understanding of the unique challenges family businesses face. She works alongside her husband, parents, and two siblings, making her perspective both personal and professional.
In 2020, Anne founded Legacy to offer holistic support for family businesses navigating generational transitions. She helps her clients through these changes in a way that is truly unique and invaluable to multi-generational businesses worldwide. Her approach is grounded in the three Legacy Family Business Pillars—Healthy Energetic Boundaries, Clear Communication, and Historical Healing—ensuring businesses thrive while preserving their legacies for future generations.
Partner Blair Trippe,of Deconstructing Conflict: Understanding Family Business, Shared Wealth and Power.
Doug earned an MBA from the Wharton School at the University of Pennsylvania and a BS in Electrical Engineering (78) from Cornell University. A dual certificate holder in both Family Business Advising and Family Wealth Advising from the Family Firm Institute, he has been awarded the additional distinction of FFI Fellow and was the 2023 winner of the FFI Interdisciplinary Award. Among Doug’s numerous professional achievements, he holds a certificate in Civil Mediation from MCLE and is a graduate of the Director Professionalism program of the National Association of Corporate Directors (NACD), which recognized him with Fellow status. Doug also served as President of the New England chapter of the Family Firm Institute.
DOUG BAUMOEL '78
Continuity FBC
DBaumoel@ContinuityFBC.com
Doug Baumoel is the Founder of Continuity, LLC and offers an extensive background in family business operations and executive management in his work with clients. He served as a second-generation executive in his own family’s business and has held key executive positions in other family and non-family businesses. Doug started and ran businesses in both the U.S. and Europe, living overseas for six years while establishing and managing the European offices of his family’s business. He has applied more than 20 years of business experience to the development of a process for analyzing key variables affecting family business conflict. Doug is the co-author, with Continuity Managing
GrandmaMae's Country Naturals
Barry Berman is the founder of two pet industry businesses which were startups in the 2000’s, Grandma Mae’s Country Naturals Pet Food/RawTernative and the NexPet Retailer Group. By 2023, the brands were among the top 30 sellers in the US; that year Barry sold a majority interest to a PE group that is using the companies as a platform for adding acquisitions. Since mid-2024 Barry has been helping a CEO successor, and will step down completely in early 2025. His next startup venture is the non-profit IndieClime—Independent Business Sustainability Initiative.
Barry began his career as the as the third-generation leader of a large flooring distributor & carpet manufacturing company, at which, after 70 years of family ownership, he led the group’s exit shortly before his 40th birthday. Between his stints in carpeting and pet food, Barry served as CEO of a subsidiary
of Brinks Inc. (NYSE=BCO) dealing with worldwide transportation and insurance of diamonds & jewelry and as President of an $80m distribution subsidiary of Central Garden and Pet (NASDAQ=CENT).
Barry also formerly served as Professor of Design Marketing at Parsons School of Design, teaching both BBA and BFA students. He is a past Board Chair of the World Pet Association and has been on the board of Parent-Child+ for 22 years.
Barry and his wife Ivy live in New York City and Connecticut; their daughter Nathalie (Cornell ’11) and her wife Rachel are both active in Grandma Mae’s Country Naturals.
Mission & Data
abetof@missionanddata.com
Dr. Ari Betof is the co-founder and partner of Mission & Data. He is a nationally recognized expert in the area of nonprofit organizational stewardship and sustainability.
Ari’s consulting work draws upon fifteen years of leadership and governance experience building thriving organizations and maximizing mission-aligned revenue growth. His facility with organizational effectiveness, group dynamics, and strategic planning is paired with his proven track record of cultivating high-impact change. Ari brings together skills in strategy, analysis, and organizational transformation with a nuanced understanding of fundraising, enrollment management and branding in support of his clients. He leverages expertise facilitating group process with diverse sets of stakeholders. Ari is an agile, savvy, and emotionally intelligent partner who builds trusting relationships, achieves results, develops others, and creates scalable systems.
Ari has been an instructor in University of Pennsylvania’s PennGSE Mid-Career Doctoral Program in Educational Leadership and Leadership Master’s Program. He has served as a mentor in Harvard University’s School Leadership Program, faculty member in the NAIS School Leadership Institute, and judge for the CASE Circle of Excellence Awards.
Niles Enterprises
phb4@cornell.edu
Phil Bradley is the President and CFO of Niles Enterprises, a Michigan-based family office and general partner investing in the industrial contracting space. Niles Enterprises operates companies specializing in industrial asset restoration, including coatings, roofing, scaffolding, and insulation. As head of the family office, Mr. Bradley leads investment strategy and corporate development, overseeing investments in private equity, commercial and industrial real estate, and other ventures where Niles can add strategic value based on their operating company experiences.
Before joining Niles in 2020, Mr. Bradley served as Director of Financial Planning and Analysis at Clark Group in Bethesda, Maryland, where he managed corporate finance for Clark’s construction management, vertical construction, specialty services, and real estate development subsidiaries. His educational background includes a B.A. in Economics from Cornell University, where he was a member of the Men’s Track and Field team, and both an M.S. in Finance and an MBA from The Johns Hopkins University Carey Business School.
A native of Bethesda, Maryland, Mr. Bradley currently resides near Ann Arbor, Michigan, with his wife, three sons, and two
dogs. He enjoys all the outdoor activities Michigan has to offer including golf, fishing, boating, skiing and coaching his sons’ various sports teams.
IRA BRYCK
Helping Leaders Grow ira@irabryck.com
Ira Bryck helps leaders grow. He founded (and ran, for 25 years) the UMass Family Business Center, that provided expert and peer learning through forums, workshops, consulting, and roundtables. His new work includes coaching business leaders, personality assessments for professional and personal development, and executive search.
Ira is the author of three plays about life in family business, presented as “edutainment” at conferences worldwide. His third play, A Tough Nut to Crack, is based on his years in his family's 4th generation childrenswear business. For several years he started and hosted The Western Mass Business Show on WHMP, interviewing some 350 entrepreneurs. He has created training exercises that combine strategic questioning, peer learning, and role play that assists entrepreneurs in finding new solutions.
RHONDA CARNIOL '79
CSG Law
rcarniol@csglaw.com
Rhonda Carniol counsels entities in all aspects of technology, media, advertising, and corporate law. She represents multinational publicly traded companies, private equity, advertising agencies, software companies, data and media providers, start-up ventures, and investors.
Her experience as lead counsel in many substantial, complex transactions includes advising investors with respect to tech and data companies, representing strategics and private equity in M&A transactions, representing sellers in connection with M&A transactions, joint ventures, and strategic alliances. In addition, Rhonda counsels entrepreneurs from start-up to exit, including in connection with private equity, private placements, acquisitions, and venture capital transactions.
Rhonda started her career at Davis Polk & Wardwell LLP, as an associate for five years in its corporate group.
SAVIO CHAN
Tranquilla AI chansavio@gmail.com
Savio S. Chan is founder and CEO of American AI Institute, an AI-enabled coaching platform and an authority on DeepSeek, a Chinese AI company. He is a leading voice on building and sustaining a constructive, bi-lateral relationship and global partnerships
between US and China over his 25 years’ experience as an entrepreneur and a visionary business leader.
Mr. Chan serves as Senior Advisor for Tranquilla AI, an emphatic artificial intelligence dedicated to providing emotional comfort, enhancing customer service, and offering personalized coaching. Previously, he served as co-founder and Chief Executive Officer of US China Partners Inc., facilitating local and cross-border joint ventures and strategic partnerships among leading Chinese state-owned enterprises, private companies and Fortune 500 companies.
His book, "China's Super Consumers, what one billion customers want and how to sell it to the” was published by John Wiley & Sons. He is a frequent keynote speaker at Family Office conferences, US-China business conferences organized by the Conference Board. He is also a frequent commentator on Thomson Reuters and CGTN.
Hamilton Robinson Capital Partners cld@Hrco.com
Carrie DiLauro is the Director of Operations at Hamilton Robinson Capital Partners. She joined HRCP in 2008 and brings over 30 years of experience in global manufacturing and finance. She is responsible for a wide scope of operations management for the firm including investment sourcing, investor relations, marketing, IT, facilities management, human resources, compliance, ESG, and accounting. Prior to HRCP, Carrie spent 15 years overseeing worldwide textile production for Jones New York and Baby Togs, Inc.
STEVE COHEN
Gold Coast Advisors
scohen@gcallc.com
Steve Cohen is Founder and CEO of Gold Coast Advisors, a NY-based Multi-Family Office and Merchant Bank. He has extensive expertise developing objective, customized investment solutions for clients. With a track record of building financial services and technology businesses, he provides strategic advice and brings clients a proven record of revenue generation through strategic planning, efficient risk management and flawless execution. He is a frequent speaker at industry conferences.
She has been honored with Woman of the Year by OpusConnect and Women to Know in Private Equity and Finance by McGuireWoods. Carrie is an active speaker within the M&A ecosystem and a committee member of the Association for Corporate Growth (ACG) Operating Partners, a board member of the Exit Planning Exchange, a member of the Small Business Investor Alliance (SBIA), OpusConnect, and the National Association of Professional Women. Carrie received a Bachelor’s Degree from Cornell University and a Master’s Degree in Finance from Harvard University.
PIERRE DUPONT
Cerity Partners LLC
pierre@psdupont.com
Pierre is a wealth consultant and a Partner at Cerity Partners, LLC, a full-service multi-family office, financial planning, and wealth advisory firm managing approximately $100 billion for more than twenty thousand clients from thirty offices nationwide. He works with his clients to help them more effectively project their wealth to their distant-future descendants and to the communities in which they live.
Pierre is also a mentor and advisor to executives of early- and middle-stage companies. For a decade before joining Cerity Partners, he was a private investor; for ten years before that he was a repeat tech entrepreneur resulting in 1.5 IPOs and some spectacular failures. Pierre started his career as a software engineer after earning his BSc.EE at Princeton. He was fortunate to have been born into two families with tremendously successful generational family businesses started in 1802 (his father’s family) and in 1890 (his mother’s family.)
Greenwich, CT.
Since joining the family office in 2011, Deborah has focused on international trust and estate planning, corporate restructuring, family governance, and modernizing internal financial reporting platforms. She co-manages Servenco’s U.S. real estate portfolio that has acquired commercial and multi-family assets in Denver, CO and Dallas, TX. She leads her family’s philanthropic foundation and serves on the board of their Rio de Janeiro based foundation, Instituto Rogerio Steinberg, which has received awards from the United States Department of State.
Prior to joining the family office, Deborah was a litigator with a focus on commercial and employment law. She received her B.A. from Duke University with highest distinction and her J.D. from The George Washington University School of Law. She earned a Certificate in Private Wealth Management from the Wharton School, Institute of Executive Education. Born in Rio de Janeiro, Deborah currently resides in Old Greenwich, Connecticut with her husband and three children.
Stealth
owe2@cornell.edu
DEBORAH ERICKSON
Servenco Management Inc. derickson@servenco.com
Deborah is the third generation to lead a 75-year-old multi-national real estate development and asset management business founded in Rio de Janeiro, Brazil. She serves as the Chief Executive Officer of her family’s single family office, Servenco Management Inc., based in Old
Walter is a certified Enterprise Architect who is nearing 15 years of experience guiding digital transformations in various industries. Addedly, he endeavors to understand business processes, industry externalities, and the flow of data to provide robust solutions to multifaceted challenges.
Additionally, he is passionate about adventure travel and is in the midst of starting his own tourism company. In his
leisure time, he enjoys eating, traveling, hiking, trekking, and camping. He has also hiked on every continent. His top three trips include Mt Kilimanjaro, Everest Base Camp, and Huayna Picchu.
Falvey Associates mary@falveyassociates.com
Mary Falvey serves as a strategic advisor and director of early-stage and privately held companies, particularly in situations of rapid growth or requiring a strategic pivot or restructuring. Her experience combines entrepreneurial leadership, senior operating and governance positions, broad and diverse consulting experience, and government service through two Presidential appointments.
Ms. Falvey started her career with eight years as a management consultant with McKinsey & Company in New York, Amsterdam, and Zurich. Subsequently, she served as Chief Financial and Administrative officer of Citibank’s Investment Management Group, Senior Vice President Administration of Blyth Eastman Dillon, and Vice President Finance of Shaklee Corporation.
In the 1980s, she stepped in, upon her father’s illness, as CEO of Falvey Autos, Inc. one of the original distributors of imported automobiles in the U.S., to restore growth and profitability in a challenging business environment.
DIEGO IZURIETA, MBA '01
WSI World - Optimus, LLC diego.izurieta@gmail.com
Diego is the founder and partner of a strategy, marketing, and leadership development consultancy, as well as a digital marketing agency. He helps businesses with strategic planning, brand positioning, market segmentation, marketing plans, innovation processes, and digital transformation. Since 2017, he has worked with clients across North America, Latin America, and Europe, delivering results in industries ranging from CPG and financial services to luxury hotels in both B2C and B2B markets.
Previously, Diego held senior roles at Coca-Cola and Mondelēz International. At Coca-Cola, he drove innovation and significant growth in still beverages across Latin America, leading a transformation in Colombia, a top 20 market. At Mondelēz, he managed the $380MM Gum & Candy category turnaround in multiple regions and later joined the global team to drive critical innovation initiatives.
Currently, Diego is the fractional CEO of his family’s health and wellness food company, specializing in fresh and canned mushrooms in Ecuador. Leading the company through a turnaround, he balances long-term strategy with urgent operational challenges.
Diego holds a Bachelor’s in Economics from Georgetown University and an MBA from Cornell University’s Johnson School of Management.
She currently serves on the Board of Governors of the San Francisco Symphony (since 2002) and as a Presidential Councillor and Trustee Emeritus of Cornell University.
CHRIS KOENEMANN
WSI World - Optimus, LLC
chris@koenemann.us
As a family advisor and coach, Chris offers a breadth and depth of experience that ties together qualitative and quantitative family planning. Having previously been a Catholic monk and priest, strategy consultant, and administrator, his experience offers him insight into each aspect of the three-circle model of family governance, namely as a family member, owner, and manager. As a family member, he learned the complexities of system dynamics while living within a Benedictine monastery. He brought in a psychiatrist and psychologist to help his family of affinity get to the point of having real conversations on important topics and then he personally facilitated a series of difficult family meetings (now offered in his family advisory service as the “Eight Conversations in which a Family Co-Creates Change that Sticks”). This Abbey also ran a medium-sized non-profit that owned a prestigious high school.
As an owner, he served as the Vice-Chair of the Board of Trustees and the Co-Chair of the Finance Committee of the Abbey. As a manager, he served as the Executive Vice President of the Abbey, including oversight of legal concerns, and Chief Financial Officer of it, handling complex issues of financial planning and compliance. As an individual, his passion is to help others to thrive according to their gifts. You can find out more about himat: https://www.chriskoenemann.com/.
Fairfield Maxwell sl2985@cornell.edu
Sean has 15+ years of experience in principal investing, M&A, and leveraged finance. Sean has deep experience in sell- and buy-side advisory, buy-side investment, as well as debt financing for institutional lenders. Industry experiences spans food, agriculture, manufacturing, construction, financial services, and maritime. Sean also has start-up venture expertise investing in and advising several businesses that have ultimately grown to $1M+ in revenue.
Sean is currently serving as a senior executive at a single-family office, Fairfield Maxwell. The family owns and manages a portfolio of operating companies in the US. Sean's responsibilities include construction of alternative investment portfolio and overseeing direct investment opportunities.
Sean has a bachelor's degree from New York University and an M.B.A. from Cornell University. Sean is an active member of the Economic Club of New York and the New York Athletic Club.
FRANCO MORA, MBA '12
GustoMarket
fm292@cornell.edu
Franco Mora (MBA '12) is a seasoned professional with 20+ years of operations strategy and analytics. Serial entrepreneur and investor in the retail-tech space. Sustainability and environmentalist geek. Current startup: GustoMarket. co, a one-stop shop for products and services for small and medium businesses in the food supply chain. We are also a first-client and enabler for pre-revenue startups in the space.
clients. His empathetic approach to understanding the needs of RSM clients comes from a deep background in financial consulting including business valuation, financial forensics, and dispute advisory services.
As an Enterprise Account Leader, Ron works with many of the largest financial intermediaries to build professional service ecosystems and institutional-grade service programs for clients, portfolio companies and corporate divisions. Ron’s strives to delve deeper and understand relevant context to better align on strategic objectives when collaborating on complex issues. This inspires a level of alignment helping to tailor more integrated and scalable solutions. Ron facilitates conversations with RSM specialists to clarify complex issues, objectives and potential paths forward as a trusted advisor for strategic financial intermediaries, attorneys, and significant private client relationships.
RON NAHASS
RSM US LLP
ronald.nahass@rsmus.com
Ron Nahass is a principal in RSM’s consulting practice with 15 years of progressive professional services experience and serves various leadership roles in the firm including the New York Metro Family Office Leader and Financial Intermediary Sector Leader.
Ron is a collaborative and strategic growth advisor for family offices, business/fund owners, and ultra-high net worth
Wells Fargo Advisors orley.pacheco@gmail.com
Orley develops endearing relationships with multiple generations of the families he advises. Working in concert with Wells Fargo Advisors’ enterprise-wide specialists and a client’s tax and legal intermediaries, he helps to smooth the path to the family's priorities and governance.
Prior to Wells Fargo Advisors, Orley was with The Private Bank at Bank of America. Earlier, Orley managed a Single-Family Office (RIA) and restarted his career at BNY Mellon as a part of the firm’s Management Training Program and rose to the firm’s Relationship Executive Team.
A veteran of the US Marines Corps, Orley enlisted after witnessing the 9/11 attacks as an intern with Goldman Sachs. He ultimately dedicated more than eight years of service and was part of Operation Iraqi Freedom.
He earned his MBA from Cornell University, his MBA from The Queen’s University in Canada, and his BA from Fairleigh Dickinson University. Committed to philanthropy, Orley volunteers regularly with The Parrish Art Museum and the Smith Family Business Initiative.
CoVantage Consulting LLC ascirri@co-vantage.com
Andy is a transformational leader renowned for translating innovative concepts into revenue-generating solutions across a spectrum of industries, including energy, eCommerce, construction, engineering services, medical devices, specialty materials, and retail.
With a strong track record at Fortune 500 companies such as Dow Corning and DuPont, as well as in startup, early-stage, family business, and growth company environments, Andy excels in combining technological expertise with astute business acumen to drive revenue, profit, and market share growth.
A natural leader and visionary strategist, Andy is also an astute
Thank you for your participation!
SMITH FAMILY BUSINESS INITIATIVE AT CORNELL
389 Statler Hall
Ithaca, New York 14853
http://business.cornell.edu/familybusiness blog: fambizsuccess.wordpress.com #CornellFamBiz
Cover image: Shelley Kusnetz Photography Bios and headshots are courtesy of the participants. All other photos with people are courtesy of Shelley Kusnetz Photography; landscape images are courtesy of University Photography.