The
Accelerator

Michael Ahmed

Signature Bank
Associate Group Director-VP
(845) 464-2797
ahmed@signatureny.com
Banking Finance
Home Group: New York City 2

Bio: Private banker with sixteen years experience. Strong experience with small to mid size business’s(all industries) with revenues up 50 million a year. Deliver high touch, white glove customer service and act as an advisor to my clientele.

Jon Anderson

Sidehill Consulting, LLC
CEO
(603) 762-3710
jon.anderson@sidehillgroup.com
Home Group: New York City 2

Bio: Sidehill makes sure everyone goes home happier on Friday! When SMB’s have strong and consistent sales strategies and processes that are executed with excellence, no one has to worry about the business top line.

Daniel Axelrod

Bernstein Private Wealth Management
(212) 823-3571
daniel.axelrod@bernstein.com
Investment Advisor
Home Group: New York City 1

Bio: I work with a diverse group of HNW individuals, families and nonprofits to craft customized financial blueprints and investment solutions, enabling each client to properly align themselves with their unique objectives, and to execute on those convictions.

Steven Beck

Morgan Stanley
(914) 646-1351
stevebeck11@me.com
Investment Advisor
Home Group: New York City 2

Bio: With 3 decades of industry experience, I help high net worth individuals meet their financial goals. Our teams strengths are Manager Selection, Fixed Income, Alternative Investments, and tailor made lending.

William (Bill) Belmont

The Belmont Group, LLC
Investigative Attorney
(212) 695-0086
bill@thebelmontgrp.com
Attorney
Home Group: New York City 2

Bio: The Belmont Group is a New York based national investigation firm which provides investigation and due diligence services to law firms, corporations and high-net-worth families.

Eric Brecher

CDEC 1031 Exchange – Wintrust Financial Corporation
EVP
(917) 455-1551
eric.brecher@cdec1031.com
Real Estate
Home Group: New York City 1

Bio: 1031 Exchange Qualified Intermediary service assisting real estate investors nationwide looking to defer various taxes when selling real property. CDEC is a subsidiary of Wintrust Financial Corporation, a $42 billion financial services company.

Kate Buchanan

Risk Strategies Company (DEWITT)
Senior Client Advisor
(917) 512-4685
kbuchanan@risk-strategies.com
Insurance
Home Group: New York City 2

Bio: Works with clients to determine risk and mitigate it via insurance. Advocate for claims, coverage, and pricing.

Gregory Carafello

Executive Franchise Group, LLC
President
(973) 632-2192
gcarafello@fcbb.com
Consultant Service
Home Group: New York City 2

Bio: Gregory Carafello, CFE for over 39 years has owned businesses in the NYC Region. Greg is a Certified Franchise Executive and an Expert in Franchising and transition of Business Ownership with over 200 transactions.

Kevin Cassidy

B2B CFO
Partner
(203) 526-3213
kevincassidy427@outlook.com
Home Group: New York City 3

Bio: Assist with strategic planning, resource allocation, cash management, accounting issues, internal control improvement, M&A, SEC reporting and business exit strategy.

Lance Charmont

J.P. Morgan Private Bank
Executive Director, Private Banker
(212) 464-1545
ance.charmont@jpmorgan.com
Banking Finance
Home Group: New York City 1

Patti Clement

HUB International
Senior Vice President
(646) 413-2143
patti.clement@hubinternational.com
Insurance
Home Group: New York City 1

Bio: Patti Clement currently serves as Senior VP of HUB International Private Client Services. Based out of HUB’s Northeast region, Patti is relied upon by her clients and peers for her knowledge and expertise for all complicated personal insurance matters.

Rex Cretella

Northeast Brokerage Inc
President
(203) 915-2227
rcretella@nb-bga.com
Insurance
Home Group: New York City 1

Bio: Rex works with a broad spectrum of clients ranging from high net worth individuals, mid sized companies to non-profit organizations, designing and implementing protection plans through the use of life, long term care and disability insurance products.

John Duvoisin

Duff & Phelps
(203) 807-0119
john.duvoisin@duffandphelps.com
Financial Service
Home Group: New York City 2

Bio: I work with law firms and companies to handle the financial aspects of a litigation matter, whether its valuation, solvency, investigations, or calculating damages.

Dina Eisenberg

Your Ombuddy
Organizational Ombuds | Attorney
(718) 361-2932
dina@yourombuddy.com
Home Group: New York City 3

Bio: I help companies to establish & grow Ombuds programs so employees have a voice & companies resolve people issues faster! Call me The Biz Mom for Grownups!

Regina E. Faul

Phillips Nizer LLP
Chair, Employment and Labor Practice
(212) 841-0575
rfaul@phillipsnizer.com
Attorney
Home Group: New York City 1

Bio: I am a Management side employment and labor attorney. I provide day to day advice to my clients relating to their relationships with their employees. I partner with businesses to manage their employment relationships from application to termination.

Rose Gallagher

Langdon Title Agency
In House Counsel and Vice President
(212) 686-6650 Ext. 121
rose.gallagher@langdontitle.com
Attorney
Home Group: New York City 1

Bio: I am In-House Counsel at Langdon Title Agency. We insure both residential and commercial transactions, complex or simple throughout all of New York State. We strive to get you to the closing table, regardless of the amount of work it takes to get there.

David Gaynor

Marshall & Stevens
Managing Director
(212) 575-2298
dgaynor@marshall-stevens.com
Financial Service
Home Group: New York City 1

Bio: Business valuation expert with a specialization in healthcare.

Ron Geffner

Sadis and Goldberg
Partner
(973) 493-4043
rgeffner@sadis.com
Attorney
Home Group: New York City 1

Laura Grassi

Economic Growth Pension Services (EGPS)
Regional Vice President, Sales & Consulting
(201) 681-5462
lgrassi@egps.com
Consultant Service
Home Group: New York City 2

Bio: With over 20 years of experience in the retirement plan industry, I partner with financial advisors, RIA’s, consultants, CPAs and business owners to create customized retirement plan solutions.

Paolo Grassi

Gibney, Anthony & Flaherty, LLP
Partner
(917) 576-9319
pgrassi@gibney.com
Attorney
Home Group: New York City 2

Bio: Paolo is an attorney representing corporate clients and individuals in cross-border ventures, M&A and commercial business transactions. He serves as outsourced general counsel to companies in the financial services, technology and import/export fields.

Lauren Hauptman

Lauren Hauptman Ink
Editorial and Creative Services Consultant
(415) 994-9424
lauren@laurenhauptmanink.com
Home Group: New York City 1

Bio: Lauren Hauptman Ink builds better business stories through words and pictures. Marketing communications, copywriting, editing, proofreading, branding and design. Translating business-speak to people-speak.

Brett Hickey

Star Mountain Capital
Founder & CEO
(646) 787-0213
brett.hickey@starmountaincapital.com
Banking Finance
Home Group: New York City 3

Bio: Brett Hickey is the Founder & CEO of Star Mountain Capital, LLC, a specialized U.S. lower middle- market investment firm with over $1.3 billion in assets under management.

Adnan Islam

Friedman LLP
Tax Partner
(212) 897-6416
aislam@friedmanllp.com
Home Group: New York City 1

Bio: Adnan is a licensed international tax attorney and CPA (NY & CA) with a focus on international tax [inbound and outbound] planning, effective tax rate mitigation/minimization, restructuring, technical tax analysis, & global information reporting.

Craig Jacobson

B. Riley Advisory Services
(917) 975-5766
cjacobson@brileyfin.com
Financial Service
Home Group: New York City 2

Bio: I focus on valuation and litigation consulting related to complex transaction and litigation situations.

Laurie Kamhi

LCK Wealth Management
Partner, Chief Investment Officer, Founder
(917) 580-6031
lkamhi@hightoweradvisors.com
Investment Advisor
Home Group: New York City 2

Elena Kanner

EK Strategic Solutions, LLC
Principal
(914) 582-9186
elenakanner@gmail.com
Home Group: New York City 2

Bio: EK Strategic Solutions, LLC is a marketing and strategy consultancy that helps build brands and profits by providing strategically-grounded, actionable solutions based on insights, analysis and creative thinking.

Marc Landis

Phillips Nizer LLP
Managing Partner; Real Estate/Transactional Attorney
(212) 841-0705
mlandis@phillipsnizer.com
Attorney
Home Group: New York City 2

Bio: Business Advisor and Real Estate Transactional Attorney.

Mark Lenert

Lenert Financial Group
Financial Advisor
(917) 432-4337
mark@lenertfinancial.com
Investment Advisor
Home Group: New York City 3

Bio: Mark works as a Financial Advisor, seeking to significantly impact the lives of individuals, families and business owners. His objective is to help build, protect, and preserve wealth throughout all the stages of his client’s lives.

Jane Lvovskiy

Supporting Strategies | Brooklyn & Staten Island, NY
Owner
(718) 504-5643
jlvovskiy@supportingstrategies.com
Accountant
Home Group: New York City 3

Bio: Supporting Strategies provides outsourced accounting services such as accounts payable, accounts receivable, bookkeeping, financial reporting and payroll administration.

Sheila Mullan

Expense Reduction Analysts
Director
(917) 841-4537
smullan@expensereduction.com
Consultant Service
Home Group: New York City 2

Bio: I work with C-Suite Executives who are looking for cost reduction/optimization to drive increased cashflow.

Maura Murphy

Phillips Nizer LLP
Partner
(212)841-0509
murphy@phillipsnizer.com
Attorney
Home Group: New York City 3

Bio: Maura Murphy has been advising clients and implementing wealth transfer and tax reduction strategies for more than 30 years.

Kyle Van Natta

First Republic Bank
Relationship Manager
(917) 797-2992
kvannatta@firstrepublic.com
Banking Finance
Home Group: New York City 1

Bio: Customer-focused finance professional with 15+ years of real estate lending and banking experience advising businesses and individuals. I am passionate about building relationships and providing timely and creative financing solutions for my clients.

Thomas Principe

SalesSXess
CEO
(732) 614-2479
tprincipe@salesxceleration.com
Home Group: New York City 1

Bio: Outsourced VP of Sales helping small-midsize businesses optimize sales strategy, process, and execution in order to grow sales.

Marc Rachman

Davis & Gilbert LLP
Partner
(212) 468-4890
rachman@dglaw.com
Attorney
Home Group: New York City 2

Bio: My legal practice specializes in intellectual property counseling and litigation matters, with a focus on IP relating to advertising, including trademark and copyright infringement, false advertising, and right of publicity claims.

Sharon Richter

FocalPoint Coaching
(212) 381-6044
srichter@focalpointcoaching.com
Consultant Service
Home Group: New York City 2

Bio: I coach executives and business owners to raise and accelerate the level of their success through business planning and accountability. I am also building a team of coaches in the Greater NYC area.

Kenneth Salzman

Lee & Associates NYC
Executive Managing Director & Principal
(212) 776-1227
ksalzman@lee-associates.com
Real Estate
Home Group: New York City 2

Bio: My practice allows businesses to maximize the efficiency of their commercial real estate portfolio by developing strategies to lower corporate real estate overhead, reduce employee retention costs and improve employee work environments.

Melissa Sanvictores

MSV Financial
(631) 743-6552
melissa@msvfinancial.com
Accountant
Home Group: Temporary Group NEW YORK

Natale Scopelliti

Honig Conte Porrino Insurance Agency Inc
Senior Account Executive
(646) 747-6282
nscopelliti@honigconte.com
Insurance
Home Group: New York City 2

Bio: Property & Casualty Insurance Broker.

Jonathan Schoenberg

New York Life
(917) 855-4055
jschoenberg@ft.newyorklife.com
Insurance
Home Group: New York City 3

Michael Simon

American Corporate Services
Managing Director
(203) 654-7823
simon@acsdeals.com
Consultant Service
Home Group: New York City 2

Bio: Investment Banker specializing in M&A. Seller representation, buy-side corporate growth work, valuations and capital raising. FINRA Registered. Typical transaction size $5m to $150m.

Tanusha Thuraisingam

Law Offices of Tanusha Thuraisingam
(646) 841-6349
tanusha@ttdisability.com
Attorney
Home Group: New York City 2

Bio: I help disabled claimants nationwide apply for Social Security Disability and/or Supplemental Security Income benefits with the Social Security Administration.

Beth Tractenberg

Steptoe & Johnson LLP
Partner
(212) 506-3918
btractenberg@steptoe.com
Attorney
Home Group: New York City 1

Bio: I head Steptoe’s Private Clients practice, drawing on my tax and trusts and estates experience to provide comprehensive tax, personal, and business advice to families, working closely with their family offices and other advisers.

Naman Trivedi

Supporting Strategies – NYC
CEO
(212) 901-3295
ntrivedi@supportingstrategies.com
Accountant
Home Group: New York City 1

Matt Uretsky

McCarter & English, LLP
Partner
(973) 902-3357
uretsky@mccarter.com
Attorney
Home Group: New York City 1

Bio: Startup, venture capital and emerging growth company lawyer, representing both companies and investors, including with respect to company formation/governance, debt/equity investment, and M&A; advocate dedicated to diversifying the startup/VC ecosystem.

Stephanie Vitti

Morgan Stanley
Financial Advisor
(212) 468-4526
stephanie.vitti@morganstanley.com
Investment Advisor
Home Group: Temporary Group NEW YORK

Bio: CFP helping women and business owners navigate many aspects of wealth management, including investments, retirement planning, tax strategies and estate planning.

Geoffrey Young

(212) 549-0323
gyoung@reedsmith.com
Attorney
Home Group: New York City 2

Jennifer Yousem

Supporting Strategies | Queens
Owner
(310) 991-4298
jyousem@supportingstrategies.com
Accountant
Home Group: New York City 2

Bio: Jennifer is a fractional CFO and the owner of Supporting Strategies | Queens, which provides outsourced bookkeeping and controller services for small and medium sized businesses. #IHeartEBITDA