New Members | 6 New Members in the Silicon Valley Area
Patrick Costello
Company: Vectis Law
Title: Principal
Phone: (650) 320-1688
Email: pcostello@vectislawgroup.com
Profession: Attorney
Home Group: Palo Alto 2
Bio: AV rated attorney with 30 years experience in insolvency, bankruptcy, workouts and commercial law.
Margaret Graziano
Company: KeenAlignment
Title: CEO/Founder
Phone: (408) 420-0926
Email: magi@keenalignment.com
Profession: Human Resources
Home Group: San Jose 1
Bio: Organizational Culture Catalyst and Executive Leadership Coach and Trainer.
Niyant Kumar
Company: Fernway Solutions
Title: CEO
Phone: (650) 557-8988
Email: niyant@fernwaysolutions.com
Profession: Consultant Service
Home Group: Menlo Park 1
Bio: Licensed CPA, ex-Deloitte and Founding Partner at Fernway Solutions, with a passion for helping early & growth stage businesses win the US market. We advise companies on cross-border structures, M&A transactions, tax strategies and compliance.
Nick Larson
Company: Contento
Title: Co Founder, CRO
Phone: (408) 772-0159
Email: n_larson@icloud.com
Profession: Marketing
Home Group: Palo Alto 1
Bio: Silicon Valley native, serial entrepreneur, cofounder of Google backed AI company, surf instructor.
Cheri Michaelis
Company: Law Offices of Cheri E Michaelis
Title: Estate Planning Attorney
Phone: (408) 228-4754
Email: cheri@cherimichaelislaw.com
Profession: Attorney
Home Group: San Jose 3
Bio: Over 20 years of trust & estate planning experience working with Bay Area families and businesses. We specialize in trusts, wills, powers of attorney, special needs, tax planning, probate, & trust administration. Our location: San Jose & Palo Alto.
David Park
Company: Law Offices of David S. Park
Phone: (408) 479-2312
Email: david@dsplawoffice.com
Profession: Attorney
Home Group: San Jose 3
Member News
Ed Correia’s Sagacent Technologies Honored in Annual MSP 501
Ed Correia (San Jose 4 member and GLA) had his business, Sagacent Technologies, listed as one of the planet’s top 501 managed service providers in the annual Channel Futures MSP 501 industry ranking. This was the 7th time that Sagacent Technologies was so honored in the contest’s 10 years!
Jan Berthold’s Book is Featured in the CFO Summer Reading article in Forbes
The article highlights the 80/20 CFO book which is co-written by Suzy Taherian and Jan Berthold.
Member News content is selected from Needs, Deals & Wants posts published on the ProVisors Hub.
Member Milestones
Celebrating 5 Years
Steve Harris
Company: Harris Private Wealth Management & Insurance Solutions, Inc
Title: President & CEO
Phone: (408) 547-3391
Email: steve@harrisprivatewealth.com
Profession: Investment Advisor
Home Group: San Jose 1
Bio: We are a boutique family business built to serve our clients and their own families, ensuring financial security and continuity to multiple generations. My focus is on helping women going through divorce, recent widows and couples entering retirement.
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