Lawrence Barth

Lawrence Barth

President – CLU, ChFC, LUTCF

President
CLU, ChFC, LUTCF

AJJ Planning Services, Inc.
122 East 42nd Street, Suite 2200
New York, NY 10168

Phone: 646-638-9851

Cell: 917-864-8489

Email: lbarth@ajjplanning.com

Website: http://www.ajjplanning.com

Company Description:
Lawrence Barth, CLU, ChFC, LUTCF has been part of the financial services industry for more than 24 years. He specializes in working with business owners, executives, professionals and those in the healthcare market, helping them in areas such as retirement planning, estate planning, college funding, executive planning, insurance, and investments.

Tamar Russell Brown

Tamar Russell Brown

Owner/Design Director

Sitka Creations
2 Shaker Road, Suite D101
Shirley, MA 01464

Phone: (978) 425-6290

Email: tamar@sitkacreations.com

Website: www.sitkacreations.com

Company Description:
Sitka Creations is a design studio that produces design for print, web and social media marketing. Mrs. Russell Brown is the owner and design director. Her background is in print design, having been raised by a letterpress printer/bookbinder. She operates the studio for Sitka Creations, managing four staff who produce all manner of designed pieces. The company primarily works with micro companies as an outsourced marketing and design team.

Danielle Diaz

Danielle Diaz

Client Development Director

Update Legal
1040 Ave. of the Americas, FL 11
New York, NY 10018

Phone: 212-993-2225

Email: ddiaz@updatelegal.com

Website: http://updatelegal.com

Company Description:
Danielle Diaz is the Client Development Director at Update Legal.
We provide eDiscovery and legal staffing services to both law firms and in-house legal departments. Danielle specializes in working with companies across all industries and U.S cities as well as law firms of all sizes for eDiscovery technology needs as well as for temporary legal staffing. Update Legal has been providing their clients with legal services for over 30 years. They come in to aid with data management and consulting, IG, collections, forensics, processing, hosting and legal staffing for review, to be the complete discovery solution. They manage a project with professionalism and expertise, provide qualified contract attorney reviewers in various languages and can hold these teams in our project spaces nationwide. When working with Update Legal, they take on the full responsibility of the employer, giving clients the professional to execute the work without any additional burden.

Josh Fields

Josh Fields

Lic. Real Estate Associate Broker

SPIRE GROUP
20 West 23rd St.
New York, NY 10010

Cell: 646-221-6662

Fax: 212-370-0490

Email: josh@SpireGroupNY.com

Website: http://www.SpireGroupNY.com 

Company Description:
With over 18 years sales experience you’re in good hands whether you are looking to buy or sell a home with Josh Fields. An extremely knowledgeable real estate professional in both rentals and sales, he strongly believes in taking the time to understand the market and he tries to match up your needs with what is best out there for you. This dedication to his profession has cultivated a strong bond with both his business clientele as well as with the city, which he loves.

Robin Fisher

Robin Fisher

Managing Director

Newmark Grubb Knight Frank
125 Park Avenue
New York, NY 10017

Phone: 212.372.2068

Cell: 917.270.2725

Fax: 212.681.0353

Email: rfisher@ngkf.com

Website: http://www.ngkf.com

Company Description
Robin Fisher specializes in completing cost effective real estate leasing strategies on behalf of NYC firms and domestic corporations. She recently represented Sesame Workshop in a complex long term Headquarters transaction involving approximately 140,000 RSF. In 2009, Ms. Fisher restructured a 500,000 sf domestic portfolio consisting of retail, office, and industrial assets in 85+ transactions that resulted in a 25% net savings to the client. Robin is the recipient of Newmark Knight Frank’s Rising Star Award for 2010 and the Real Estate Board of New York’s Most Promising Commercial Salesperson of the Year Award for 2008.

Donna Kramer

Donna Kramer

Senior Sales Consultant

BPAS
355 Lexington Avenue, 5th Floor
New York, NY 10017Phone: 914-259-0236

Email: Dkramer@bpas.com

Website: bpas.com

Company Description
Solving Tomorrow’s Benefit Plan Challenges Today
Donna Kramer is a Senior Sales Consultant for BPAS, a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. BPAS supports 3,800 retirement plans, $77 billion in trust assets, $1 trillion in fund administration, and more than 450,000 participants. With our breadth of services, depth of creative talent, and financial resources, BPAS is well positioned to help our clients solve all their benefit plan challenges. Donna is a Certified Financial Planner™ and an Accredited Investment Fiduciary®. She concentrates on working with financial intermediary partners and advisors to help them foster new retirement plan business in New York City and the surrounding areas, as well as Florida.

Tracy Green Landauer Esq.,

Tracy Green Landauer Esq.,

Partner

Culhane Meadows PLLC
100 Park Avenue, 16th Floor
New York, NY 10017

Phone: 212.769.0545

Email: tlandauer@cm.law

Website: http://www.culhanemeadows.com

Company Description:
Tracy Green Landauer is a personal estate planning and tax lawyer. She provides business owners and other individuals with wills, trusts and other planning tools tailored to their needs, handles the legal and tax administration of decedent estates, and organizes and represents charitable and other tax-exempt organizations.

David Leffler

David Leffler

Partner

Culhane Meadows PLLC
100 Park Avenue, 16th Floor
New York, NY 10016

Phone: (212) 447-7575

Fax: (212) 202-4229

Email: dleffler@culhanemeadows.com

Company Description
David J. Leffler has worked for over 30 years with small to medium sized businesses to help them on their way to success through relevant and timely legal advice. He has worked with companies in a variety of industries, and also with overseas companies doing business in the US. Since 2014, Mr. Leffler has been rated by Super Lawyer Magazine (a Thomson Reuters publication) in the fields of corporate, intellectual property and real estate law.

Noel Luria

Noel Luria

Vice President of Sales

Prestige Title Agency
55 West 39th Street, 9th Floor
New York, NY 10018

Phone: 212-651-1200

Fax: 212-651-1201

Email: nluria@prestitle.com

Website: http://www.prestitle.com/

Company Description
Noel Luria is the Vice-President of Sales for Prestige Title Agency-a 30 year old boutique title agency. I insure commercial transactions in all 50 states and residential in NY & NJ. Prestige has an office staff of 11 which includes 2 in-house attorneys working each file. Our legal support and responsiveness are unparalleled. My colleagues are developers, investors, international wealth & tax advisors, attorney across all practice areas, CPA firms and well-established finance people to name a few. I make it my business to refer out work across these areas.

Avery E. Neumark

Avery E. Neumark

Partner

MARKS PANETH
685 Third Avenue
New York, NY 10017
Phone: 212-324-7085

Fax: 212-324-7086

Email: aneumark@markspaneth.com

Website: http://www.markspaneth.com

Company Description
Avery E. Neumark, CPA, JD, is a partner at Marks Paneth a full service accounting firm offering consulting services, including estate and retirement planning, litigation support and forensic accounting, management information systems consulting, business valuation, employee benefits, executive compensation, executive search and outsourcing in addition to the traditional services of accounting, auditing and tax planning and preparation.

Elan Parra

Elan Parra

Managing Director

Guidepost Solutions LLC
415 Madison Avenue, 11th Floor
New York, NY 10017

Phone: 212-359-2922

Email: eparra@guidepostsolutions.com

Website: http://www.guidepostsolutions.com

Company Description
Elan Parra is a Managing Director at Guidepost Solutions LLC, a global team of investigators and technology consultants, and compliance and monitoring experts. As trusted partners for our high-profile clients, we survey and analyze industries in order to guide solutions. We built our brand on the collective strength, experience and reputation of individual parts and serve as an established source of protection, strategic guidance and leadership for our clients.

Greg Rosen

Greg Rosen

President

Ramp Up Technology
108 West 39th Street
New York, NY 10018

Phone: 212-633-0656

Fax: 212-633-6391

Email: GRosen@rampuptech.com

Website: http://www.rampuptech.com

Company Description
Ramp Up Technology provides a wide range of IT services to business with 2-50 employees that are looking for a new IT team or need to augment their staff. From user support to server installations to backup and cloud services, Ramp Up is ready to assist clients in a variety of IT needs. Other services provided are voice and data cabling, audio/video for conference rooms and retail locations, phone systems and services.

Marc G. Schwartzberg

Marc G. Schwartzberg

Owner

OFH Office Furniture Heaven
18 West 27th Street
9th Floor
New York, NY 10001

Phone: 212.319.0900

Cell:
917.379.9825

Email: marc@officefurnitureheaven.com

Website:
www.officefurnitureheaven.com

Company Description
Marc Schwartzberg is the owner of OFH, an office furniture & design company founded in 1991. OFH specializes in furnishing and creating comfortable, healthy and dynamic offices for offices of between 5-100 employees. Our team of experienced industry professionals will collaborate with your team and oversee all aspects of the project. Whether expanding, relocated or remodeling an office, OFH will create a beautiful solution that is tailored to your requirements

Eric Stam

Eric Stam

Certified Mortgage Planning Specialist

Bank of America
200 Park Avenue
New York, NY 10166
NMLS #67736

Phone: 212.850.2133

Cell: 917.846.2459

Fax: 800.388.9586

Email: eric.stam@bofa.com

Website: http://www.bankofamerica.com

Company Description
With over a decade of experience as a financing professional, Eric Stam provides his clients with a wealth of knowledge and expertise. A Certified Mortgage Planning Specialist, Eric is skilled at educating his clients on a wide spectrum of banking products and helping them make the right choice. As a member of The Bank of America team, Eric has the support of the best financing staff in the industry.

Joseph S. Tarella, AIA

Joseph S. Tarella, AIA

President

SawickiTarella Architecture+Design,PC
303 West 13th Street
New York, NY 10014

Phone: 212.473.4000

Cell: 917.842.6780

Fax: 212.533.2313

Email: Jtarella@sawickitarella.com

Website: http://www.SawickiTarella.com

Company Description
We are a full service design firm serving the retail, hospitality, financial and corporate sectors, both domestic and international, for over 100 years. Our practice is based on developing strong professional relationships by understanding our client’s business and developing appropriate design solutions. Our studio culture is centered on creativity, integrity and deep personal commitment to quality and service.