Andrew Abramowitz

Andrew Abramowitz, PLLC
565 Fifth Avenue
9th Floor
New York, New York 10017

Phone: 212.972.8882

Cell: 917.498.7339

Fax: 212.972.8883

Email: aa@aalegalnyc.com

Website: aalegalnyc.com

Company Description:

Andrew Abramowitz is an attorney specializing in corporate and securities law who spent the first 12 years of his career in major, international law firms based in New York. In 2010, he launched Andrew Abramowitz, PLLC, a boutique firm that combines the sophistication of big firm practice with personal attention and efficient staffing. He and his colleagues handle corporate “lifecycle” events such as entity formation, capital raising for private and public companies, and mergers & acquisitions, as well as day-to-day, outside general counsel advice.

Lawrence Barth

President – CLU, ChFC, LUTCF

President
CLU, ChFC, LUTCF

AJJ Planning Services, Inc.
200 Broad Hollow Road, Suite 405
Melville, NY 11747

Phone: 646-638-9851

Cell: 917-864-8489

Email: lbarth@ajjplanning.com

Website: ajjplanning.com

Company Description:

Larry advises business owners and individuals in the various areas. On the personal side we help people structure cash flow in a way that maximizes efficiency and savings. In the business arena Larry consults regarding Business Owner Exit Strategies as well as planning for the owner and key employees. We help business owners attract, retain, and reward top employees. AJJ Planning Services takes an overall financial planning approach to one’s business and personal life. We have clients throughout the country.

Tamar Russell Brown

Owner/Design Director

Sitka Creations
108 West 39th Street
New York, NY 10018

Phone: 978-425-6290

Email: tamar@sitkacreations.com

Website: 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 for staff who produce all manner of designed pieces. The company primarily works with micro companies as an outsourced marketing and design team.

Danielle Diaz

Client Development Director

Innovative Driven
1040 Ave. of the Americas, FL 11
New York, NY 10018

Phone: 631-338-0727

Email: danielle.diaz@innovativedriven.com

Website: id-edd.com

Company Description:
Danielle Diaz is the Client Development Director at Innovative Driven.
We provide eDiscovery, Information Governance, and legal staffing services to both law firms and in-house legal departments. Danielle specializes in working with companies across all industries and US cities as well as law firms of all sizes for eDiscovery technology needs as well as for legal staffing (temporary, temp to perm, and direct hire). ID aids client with data management and consulting, IG, forensic collections, 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 ID, you get a true data and recruiting partner who continues to innovative and lead the industry in world class service.

Josh Fields

Lic. Real Estate Associate Broker

SPIRE GROUP
5 W 37th St PH
New York, NY 10018

Cell: 646-221-6662

Email: josh@SpireGroupNY.com

Website: spiregroupny.com/Josh-Fields

Company Description:
With over 20 years of 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

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: 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, CFP ®

Regional Sales Director

BPAS
One Grand Central Place
60 East 42nd Street, Suite 1062
New York, NY 10165

Phone: 914-259-0236

Email: dkramer@bpas.com

Website: bpas.com

Company Description:
Solving Tomorrow’s Benefit Plan Challenges Today
Donna Kramer is the Regional Sales Director for New York State for BPAS, a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. BPAS supports 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 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 concentrates on working with financial intermediary partners and advisors to help them foster new retirement plan business throughout the state.

Kristin Garris

Counsel

Warshaw Burstein, LLP
575 Lexington Avenue, 7th Floor
New York, NY 10022

Phone: 212.984.7814

Fax: 212.972.9150

Email: kgarris@wbny.com

Website: wbny.com

Company Description:
Warshaw Burstein, LLP is a mid-sized law firm, concentrating in the following practice areas: banking and finance, construction, corporate and securities, creditors’ defense litigation and compliance, entertainment and media, exempt organizations, financial services, foreclosure defense, immigration, intellectual property, litigation, matrimonial and family law, real estate, tax, and trusts and estates. We have comprehensive experience representing a wide range of international, national and local businesses of all sizes, as well as governmental authorities and many prominent families and individuals, in an extensive array of litigation and transactional matters.

Tracy Green Landauer, Esq.

Partner

Culhane Meadows, PLLC
New York, NY

Phone: 212.769.0545

Email: tlandauer@cm.law

Website: culhanemeadows.com

Company Description:
Tracy Green Landauer is an estate planning and tax lawyer admitted to practice in New York and New Jersey who focuses her practice in 2 areas: Trusts/Estates and Non-Profit Organizations. She (1) provides a wide variety of business owners and other individuals with wills, trusts, and other planning tools tailored to their personal needs and handles the legal and tax administration of decedent estates and (2) represents charitable and other tax-exempt organizations on issues ranging from start-up organizational choices and obtaining tax-exempt status to ongoing federal and state regulatory compliance and governance issues for established organizations.

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: 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

Partner

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

Fax: 212-324-7086

Email: aneumark@markspaneth.com

Website: 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

Managing Director

Guidepost Solutions LLC
260 Madison Avenue, Third Floor
New York, New York 10016

Phone: 917.748.6142

Email: eparra@guidepostsolutions.com

Website: guidepostsolutions.com

Company Description:
Elan Parra is a Managing Director at Guidepost Solutions, a global team of experts who lead monitorships, conduct internal investigations, and evaluate and develop compliance programs. As trusted partners for our clients, our experts in forensic accounting, cybersecurity, compliance, and investigations provide balanced effective solutions. Mr. Parra is a former prosecutor, and can help assess, advise, and investigate events involving fraud, theft, misappropriation of resources/funds, and data breaches.

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: 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.

Robert Rossi, CFP®, CIMA®

Senior Vice President, Portfolio Manager, Wealth Advisor

UBS Financial Services
Fortunoff Rossi Wealth Management

299 Park Avenue, 11th Floor,
New York, NY 10171

Phone: 212.309.3396

Fax:  888.497.3085

Email: robert.rossi@ubs.com

Website:www.ubs.com/team/frwm

Company Description:
Are you looking for a CERTIFIED FINANCIAL PLANNER™ who can help you manage a big change in your financial life such as retirement, sale of a business, divorce or an estate? The husband and wife team of Fortunoff Rossi Wealth Management focuses exclusively on helping successful families and businesses grow, protect and preserve their wealth using the compelling insights of UBS. Financial planning is the core process that will help make your goals a reality. You will feel better about your future after working with us.

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:
officefurnitureheaven.com

Company Description:
Throughout his 35 plus years in the office furniture industry, Marc has been passionate about furnishing and creating comfortable, healthy, and dynamic offices. As CEO of OFH Marc is focused on growing the company, fostering a collaborative team spirit among the staff, and making customer satisfaction the company’s highest priority.

Eric Stam

Enterprise Lending Officer

Bank of America
1133 Avenue of the Americas
New York, NY 10166
NMLS #67736

Phone: 914.863.6565

Cell: 917.846.2459

Fax: 800.388.9586

Email: eric.stam@bofa.com

Website: mortgage.bankofamerica.com/eric-stam

Company Description:
With over two decades 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

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: 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.