C4 Members

Charles Bernard

CEO & Founder, Criteria for Success

Member since: 2021

Charles Bernard is the CEO of Criteria for Success, Inc., a New York City-based sales development and management consulting organization. He has over 20 years of experience in direct sales, sales management, recruiting and training. As a sales executive for General Electric, Charles was the top revenue producer in his division. He is also a Sales Keynote Speaker, and has helped thousands of CEOs, Vice Presidents, and Sales Managers build good business relationships, increase sales, and deal with leadership problems. His goal is to help people buy in a world that is all about selling. Born in Madrid, Spain and educated in Surrey, England, Charles is a triathlete, avid scuba diver, hiker, and racquetball player.

LinkedIn Email 917-763-3104

Jonathan Kramer

President/CEO, Progressive Payment Solutions

Member since: 2021

Years in the payment processing industry: 17 years
Personal motto: “Treat others the way you would like to be treated”
Favorite aspect about working with PPS: “Unlimited resources to do the right thing for our clients”

Jonathan knew he wanted to be part of the payment processing industry nearly two decades ago. But after interviewing at several companies, it was clear that he would have to start his own. Why?

Jonathan is a man who believes in truthfulness and transparency: He believes in doing what you say, when you say it. And he believes in saying “no” to a potential customer because they’re not a good fit, instead of saying “yes” and then disappointing them. Despite searching high and low, he couldn’t find any other payment processing companies who embodied those beliefs. That led Jonathan to create a company he could be proud to be a part of. So, once you understand who Jonathan is, it’s no wonder why PPS has the reputation of being a people-first company: It was founded by a man who believes in being truthful, who’s more concerned with finding the best solution for his clients than deceiving people to make a buck. Because Jonathan refused to compromise his integrity, he continues to accomplish more than he anticipated. He’s setting an example for his sons. He provides a thriving work environment. And he helps countless companies partner with someone they can trust.

LinkedIn Email 973-671-1705

Robert Levin

Managing Member, Oasis Strategy Group

Member since: 2021

Rob Levin is the Managing Member of the Oasis Strategy Group, an asset management company firm specializing in life settlements. The company was created to provide compelling non-correlated returns to investors by leveraging proprietary underwriting, analysis and asset management that capitalize on market inefficiencies. He is also the Chairman of Work Better Now, which provides virtual talent to growing businesses.

An entrepreneur with 25+ years of multidisciplinary experience, Rob founded RSL Media in 2003, launching the New York Enterprise Report (NYER), a regional media company that served small and midsize businesses. Under his leadership, NYER built an audience in excess of 100,000 and attracted dozens of blue-chip advertisers such as Aetna, Charter Communications, Citi, and Guardian. After NYER was sold in 2014, RSL Media continued serving its blue-chip clients with content marketing services. Prior to founding NYER, Rob was CEO, COO, and CFO of several fast-growing companies.

Rob began his career as a CPA for Arthur Andersen. He earned his BS in Accounting from the State University of New York at Albany and his MBA from the UCLA Anderson School of Management. Rob lives in New York City with his wife and their two children (and his guitars).

LinkedIn Email 917-579-5548

Harvey Ginsberg

CEO, Corporate Graphic Solutions, Inc.

Member since: 2022

Harvey is the CEO of Corporate Graphic Solutions, Inc. He has been in the printing and packaging space for over 40 years. Having owned plants in the printing space was a key element in why he opened CGS twenty-two years ago. Harvey’s deep knowledge of the industry and wide array of contacts has enabled Corporate Graphic Solutions to adapt to the ever-changing printing industry of the last 3 decades. He specializes in outsourcing to printing and packaging plants throughout the United States, based on time, cost, and location. He works with small and large companies to provide marketing collateral. His company also provides graphics including logo design and many other graphic needs for his clients. Clients see their goals are aligned for quality, cost, and long-term relationships. He has clients in various industries such as real estate, food manufacturers, cosmetic, and financial.

His products include labels, direct mail campaigns, custom boxes, promotional products, large and small printing projects, show booths and much more. He can provide digital printing and conventional printing.

LinkedIn Email 201-741-1540

Ralph Marucci

HYDR8

Member since: 2020

Ralph Marucci is the CEO and Co-Founder of HYDR8 in NYC. Ralph and his partner Eric began the company in 2016, after spending six years building a similar brand in the water quality field. The goal for HYDR8 is to make NYC greener, while servicing businesses with the finest in water quality. Ralph graduated from The City University of New York, Brooklyn College campus, with a Bachelor’s degree in Business Marketing. He went on to start his own business with two friends. After selling his shares, he took on a role with Johnson & Johnson on their surgical sales team. In 2014, Ralph finished first out of 55 others in sales. He has always had a credo of serving others while volunteering through his local church, and making financial contributions via New Missions, Compassion, and St. Jude, in an effort to combat poverty and end world hunger, particularly in the lives of children. Ralph carries his mission of redeeming the Tri-State area’s water quality, using the latest in technology to purify each source of impurities at the point of use. While the water quality speaks for itself, the company’s focus is on service- the belief that water should be there to help you do your job, not be part of it. Born and raised in NYC, Ralph continues to call it home with his wife and two children.

LinkedIn Email 646-996-5868

Thomas Neyland

Dauntless Discovery LLC

Member since: 2020

Tommy is a 20-year veteran of the litigation support industry and has built his career on a passion for customer service, highly-effective communication, and transparency. His company, Dauntless Discovery, has the same “client-first” mindset, which has helped it become a global leader in eDiscovery for some of the world’s largest law firms and corporations. Tommy has been immersed in the evolution of data growth throughout his career, and effectively guides clients in matters relating to changes in technology and ever-increasing data volumes. As Executive Vice President of Sales, Tommy drives business development efforts for Dauntless, which was founded by attorneys from a top 10 global law firm, and continues to grow through repeat and referral business. Tommy, a 1997 graduate of Villanova University and avid fan of Villanova basketball, lives in NJ with his wife, daughter, and boxer. He is an extremely passionate networker and enjoys helping clients in their own careers and personal lives.

LinkedIn Email 917-807-1887

Corey Shapiro

Corey M. Shapiro, Esq.

Member since: 2019

Corey Shapiro Corey M. Shapiro is a sought-after strategic advisor, crisis manager and trial lawyer who concentrates his practice in a wide range of matrimonial and family law issues.
Mr. Shapiro is well-known for thoughtfully and efficiently bringing contested matters to a successful conclusion through negotiation, mediation or litigation.
He specializes in helping clients develop effective legal and emotional strategies for high-conflict divorces, guiding them through high-stress decision-making and giving them the support and skills they need to stay smart and sane under pressure. Mr. Shapiro’s clients praise both his advocacy and his compassion.
A highly respected attorney, Mr. Shapiro has an AV® Preeminent™ rating from Martindale Hubbell. He is also consistently recognized as a leading family law attorney by Super Lawyers and Avvo and is a trained mediator.
When not helping clients, Mr. Shapiro enjoys tennis, yoga, piano and spending time with his family and friends.

LinkedIn Email 845-634-3606 x24

Jay Scharf

Founder, Jay Scharf Jewelers

Member since: 2019

Jay Scharf Jay Edward Scharf is the founder of J. Scharf Jewelers LLC, providers of premiere diamonds and fine jewelry for all of life’s special occasions. With over 15 years of experience, Jay is an expert at selecting the perfect diamonds and jewelry to meet his private clientele’s specific needs. Prior to founding J. Scharf Jewelers LLC, Jay oversaw operations and sales at New York’s famed Howard Engle Inc. Diamond Company. Jay prides himself on offering an extraordinary experience for each and every one of his customers. When Jay is not in the office, he can be found coaching his three daughters’ youth travel basketball teams, volunteering at local charity organizations, or performing stand-up comedy.

LinkedIn Email 917-576-4924

Gordon B. Coyle

Senior Risk Architect / CEO

Member since: 2017

Gordon B. Coyle Gordon is the principal of The Coyle Group, a boutique insurance brokerage and risk management consulting firm focused on the property casualty needs of middle market business owners. Gordon is a third generation owner of The Coyle Group, a family business established by his grandfather in 1929. Gordon’s works with clients to help them identify, understand and control risk in their organizations to create more productive, profitable, and predictable results. Protecting a firm’s enterprise value is critical, but so is the ability to enhance value for its owners and this is what Gordon’s strategy does. Gordon is a 1982 graduate of Lycoming College and has earned three professional designations; CPCU, ARM, AMIM; an uncommon level of excellence within the insurance industry.

LinkedIn Email 845-634-3606 x24

Evan Harnik

RICP, Strategies for Wealth

Member since: 2017

Harnik Evan has been an associate at Strategies for Wealth since 2008. His goal is to provide clients with the tools to help them reach financial security by implementing strategies that help maximize wealth, while protecting against wealth eroding factors such as taxes, inflation, financial disorganization, and unexpected life events. He takes a macro approach to planning and coordinates all of his clients decisions through the use of a comprehensive economic model.

When Evan is not working he enjoys spending time with friends and family or watching his beloved NJ Devils and Nittany Lions.

LinkedIn Email 212-701-2517

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 120 Broadway, 37th Floor. New York, NY 10271, 212.701.7900. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. 2018-65603 Exp 08/20

Michael Varoukas

Chief Executive Officer, CRS -Corporate Relocation Systems, Inc.

Member since: 2017

Mr. Varoukas founded CRS-Corporate Relocation Systems Inc. in January 2002, and developed it into one of the premier office moving firms in New York City. His experience spans more than 25 years in the commercial office relocation and storage industry. Mr. Varoukas started as a mover, excelled in every service role, and quickly moved up the ranks to VP Sales for a large commercial relocation firm prior to becoming an entrepreneur. His specialized knowledge base, exceptional managerial style and hands-on approach provides invaluable assistance to all CRS clients. His professional associations include IFMA (International Facility Management Association), MMA (Manhattan Movers Association), MCC (Manhattan Chamber of Commerce), New York State Movers and Warehouse Association, and the Hellenic Technical Society.

Educational Background: Queensborough College, 1991 A.A.S. Laser Technology/Electronics

LinkedIn Email 718-424-6000

Edward M. Ip

Chief Executive Officer, POS.com

Member since: 2011

“Edward Ed is the Founder and Chief Executive officer of POS.com. He brings over a decade of Retail Technology experience and curated suites of Point of Sales Solutions to Independent Retailers and Restauranteurs. POS.com provides Ecommerce, Retail, Mobile and Payment Solutions to enable Retailers to provide a seamless Omnichannel experience to its consumers. Its customers have leveraged POS.com solutions to grow from a single location to over 100+ locations nationally. Ed is a Member of Mensa and an advisory board member to New York Presbyterian Hospital.

LinkedIn Email 212-404-6188

Edward R. Freiberg

COMPASS

Member since: 2014

“Ed With a penchant for wearing one of his more than 40 vests each day, Ed Freiberg has become known as the “Vest-Dressed Broker” in New York City. More than just a snappy turn of phrase, this nickname is an emblem of the personal touch Ed brings to his real estate practice. As he puts it, “I work very hard for my clients. Some may even say I have a ‘vested’ interest in their lives. Their home is a large part of who they are, and it’s why I care so deeply about how I advise and assist them.”

A native New Yorker and 9-year veteran of the industry, Ed has a large, deep-rooted local network, a thorough understanding of the market and an unmatched comfort level with the inner workings of the city. Creative, resourceful and amiable, Ed sees it as his personal mission to make the stressful, chaotic business of New York real estate as easy and as fun as possible. “I strive to take the mayhem and strain of the process off my clients’ shoulders, so they can sit back and enjoy the process,” he says.

Prior to his real estate career, Ed was a successful television producer, entrepreneur and restaurateur. In his free time, he can be found indulging his continued passion for New York’s unbeatable restaurant scene, and of course, shopping for vests.

LinkedIn Email 917-592-5971

Anthony Butler

President, Can-Do iDeas LLC

Member since: 2015

Anthony Butler is the President of Can-Do Ideas LLC., an innovative Inbound Marketing company based in New York City and Connecticut. Can-Do Ideas is focused on using brilliant creative to generate leads and sales for its clients. Anthony is a leading expert in marketing automation systems and technology management and he is the author of the book, “Cracking the IT Code: Technology Management for Non-Technology Managers,” as well as dozens of online articles and blogs.
Anthony is an entrepreneur, author, and a life-long technologist. He has founded three companies and been the managing partner or CEO of five companies. In 2008, he was one of the early employees in a successful New York technology start-up that eventually sold for more than $170 million dollars.

In 1989, Anthony enlisted in the Army as a private and eventually rose to the rank of Captain. He served in a number of assignments worldwide, culminating in command of one of the leading infantry companies into Baghdad during Operation Iraqi Freedom in 2003. Anthony is a recipient of the Bronze Star, and is a graduate of the US Army Ranger, Airborne & Air Assault Schools, as well as the United States Military Academy at West Point.

He currently resides in Connecticut with his wife and two sons.

LinkedIn Email 917-748-8031

Jeffrey Schwartz, Esq.

Stein Farkas & Schwartz LLP

Member since: 2007

“Jeffrey Jeff Schwartz is a Partner at Stein Farkas & Schwartz, LLP, a full service law firm. The primary practice areas are real estate transactions and litigation. The real estate practice encompasses all aspects of commercial and residential real estate transactions including purchases, leases and mortgage financing. The firm is approved as counsel for many major financial institutions.
The litigation practice focuses on all aspects of real estate and commercial litigation including complex commercial transactions, litigation involving real estate transactions, business disputes and mortgage foreclosures.

LinkedIn Email 212-385-0503

Scott Zemachson

Managing Director, The Kline Zemachson Richman Group

Member since: 2008

Having spent his entire 25-year career in wealth management, Scott Zemachson brings an experienced perspective to the financial needs of ultra high net worth individuals and families, nonprofit organizations and endowments. Working closely with their tax and legal professionals, Scott provides his clients with high-quality advice and integrated wealth management strategies to help simplify and enhance the quality of their lives. Thanks to the trust they have placed in him, Scott was recognized as a Forbes Best-In-State Wealth Advisor in 2020 and 2021.

Working to gain a nuanced understanding of his clients’ needs and aspirations, Scott leads efforts to create and implement comprehensive wealth management plans that touch every aspect of clients’ financial lives. He calls on his partners in The KZR Group for their insight and experience, while adding to his own skills in investment management, alternative investments, lending and holistic planning. Drawing upon the vast global resources of Morgan Stanley, Scott also provides access to strategic investment opportunities, trusts and estate advisory, lending solutions, philanthropy management and an extensive array of lifestyle advisory services.

Prior to joining Morgan Stanley in 2021, Scott spent 10 years addressing the needs of affluent families as a Wealth Partner and Managing Director at J.P. Morgan Advisors. He began his career at Bernstein Global Wealth Management, where he spent 15 years, and rose to become a principal of the firm. Scott graduated from Pennsylvania State University in 1995 with a B.S. in business management.

Scott is married with three children and lives in Scarsdale, New York. He likes to cook and is active in the Westchester Youth Soccer League. He is also active in several committees for the UJA-Federation of Westchester, where he also served as the former co-chair of Westchester UJA Sports Talk. Scott is the Co-President of the Scarsdale Schools Education Fund. In his free time, he enjoys playing tennis, golf and basketball, and coaching his children’s sports teams.

LinkedIn Email 212-296-6037

Anthony Abdy

President, Stonework Design & Consulting, Inc.

Member since: 2015

“Anthony Anthony is the founder and CEO of Stonework Design & Consulting, Inc., a leading installation contractor and material supplier of natural stone and ceramic tile to the construction industry. Stonework was founded in 1998 and has since grown into a thriving natural stone and ceramic tile contractor. Stonework serves the hospitality, housing, corporate interior, education, retail, and institutional market sectors in New York, New Jersey, and Connecticut. Stonework also has a maintenance division, working with management companies the commercial and residential markets, assisting with all their stone and tile related needs. Anthony has a strong entrepreneurial spirit, having a true passion for construction and real estate. At Stonework, he is responsible for the company’s overall business strategy, financing, business development, and supporting his team to perform at their best. He believes in responsibility, accountability, adaptability, and integrity. He holds himself, as well as his team, to these simple yet high standards on every project. His passion for real estate has led him to be involved with some commercial and residential real estate developments, where he and his partners concentrate on the acquisition and development of rental properties. He currently resides in New York with his wife and three children.

LinkedIn Email 973-214-6963

Peter J. Morandi

Eastman Cooke Construction

Member since: 2016

As CEO of Eastman Cooke Construction, Peter J. Morandi brings more than two decades of experience in the construction industry. Under his leadership, the company’s revenue has grown expediently achieving an 80% repeat business rate and a notable client list comprised of NYU Langone Medical Center, Audi of America, Hospital for Special Surgery and many more. Peter is a recipient of several awards, including SmartCEO magazine’s 2016 Corporate Culture Award, Queens Centers of Progress’ 2016 Business Leadership Award, and the Boy Scouts of America’s 2016 Distinguished Citizen Award. In addition to leading Eastman Cooke, Peter serves on the Board of ACDS, a Long Island nonprofit serving individuals with Down syndrome, autism and other developmental disabilities.
He holds a degree in Construction Management and Engineering from Roger Williams University.

LinkedIn Email 917-279-9336

Steven I. Pollack

Attorney, Otterbourg P.C.

Member since: 2008

Steven I. Pollack Steven is an attorney and a member of the law firm of Otterbourg P.C. in New York City He is experienced in the preparation of Wills and revocable and irrevocable trusts for the transmission of wealth during lifetime and at death to minimize estate taxes and to protect beneficiaries. Steven probates Wills and assists executors and trustees in carrying out their fiduciary responsibilities. He also represents fiduciaries and beneficiaries in Will contests, contested accountings and other litigated matters pertaining to estates and trusts. Steven is admitted to the Bar in the States of New York, New Jersey and Florida.

LinkedIn Email 212-905-3645

William A. Regen

Regen, Benz & MacKenzie CPA’s PC

Member since: 2010

“William William A. Regen- Partner, Regen, Benz & MacKenzie CPA’s PC. Bill is a CPA and attorney with more than 35 years of experience in tax, accounting and auditing matters. Bill is a one of the founding partners of RBM, which was formed in 1987. During the early years of his career, Bill was a senior manager at Peat Marwick Mitchell & Co. Bill received a BS degree in Accounting from CUNY-Brooklyn College and a law degree from St. John’s University. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the New York Bar Association.

LinkedIn Email 212-661-2720

Yacov Wrocherinsky

CEO, Orion Global Solutions, LLC

Member since: 2016

“Yacov Yacov is the founder and CEO of Orion Global Solutions, LLC, a boutique, cloud advisory firm that focuses on consulting and implementation of the Salesforce platform.

He leads an expert cloud advisory team with experience from over 1,000 Customer Relationship Management (CRM) projects, including 350 on the Microsoft Dynamics CRM and Salesforce platforms. A 30-year veteran and pioneer of the CRM industry, Yacov founded Infinity Info Systems in 1987, growing it to be one of the top CRM providers in North America, before selling in 2014.
Yacov has served on the Sage, Saleslogix, eXtremeCRM and Microsoft Partner advisory boards, and is currently a Technology Advisor for a private equity firm.

He is an active member of the Young Presidents Organization (YPO/WPO) and for many years chaired YPO’s US Navy Seals Leadership Under Fire Program.

LinkedIn Email 718-288-2620

Jonathan Sheppard

President & CEO, DayBreak Legal Staffing

Member since: 2011

Jonathan Sheppard is President & CEO of DayBreak Staffing / J. Sheppard Associates, founded in 2000, providing full scope search services and temporary staffing to New York’s law firms, media and technology companies as well as non profits and financial services companies. Jon’s core belief that his companies are “in the relationship business more than anything”, has led Jon to build two boutique, well regarded firms that are at the nexus of “thinking outside the box, while thinking inside every individual”. Jon has served as a board member for Easter Seals and currently heads up The DayBreak Community, an arm of his companies that supports charities like NY Cares, Special Olympics and St. Jude’s Children’s Hospital, in addition to local charities doing “good in our hood”.

Jon resides in New York City, is an avid golfer and marathoner, having run the NYC Marathon every year since 2013.

LinkedIn Email 212-557-6868

Stephen Ward

CEO, Polaris Risk Management

Member since: 2006

Stephen Ward As CEO , Mr. Ward helps clients address security vulnerabilities that come from conducting business in a global environment. Along with a broad spectrum of investigative services, he provides focused expertise in Brand and Intellectual Property Protection and Corporate Compliance Services. Mr. Ward supervises enterprise security programs for mid-size to large scale multinational organizations to deliver an integrated services model for Guard Force Management, Investigations, Supply Chain Security and Global Risk Ratings.

Prior to founding Polaris, he served as CEO of an investigations and intelligence company that was acquired by Pinkerton. After the acquisition, he served as Vice President of Operations EMEA and United States – East Coast, and Vice President of Global Brand Protection and Intellectual Property Protection Services for Pinkerton. Mr. Ward is an active member in the International Trademark Association, Association of Certified Fraud Examiners, Anti-Fraud Network, American College of Forensic Examinations, and Forbes New York Business Council. He holds a B.S. in Political Science from the State University of New York at Binghamton, a Certification in Trademark and Patent Law from New York University and a Certification in Cybersecurity Managing Risk Information & Data from Harvard University. New York State Private Qualifying Principal Private Investigator License #110000082361, Licensed since 2002. New York Police Department Carry Guard License #2013001283, Licensed since 2013.

LinkedIn Email 212-729-9717

Scott Shushansky

Vice President of Sales, Kay Printing

Member since: 2007

“Scott Scott is the Vice President of Sales for Kay Printing. He is an innovative, creative and energetic executive with solid experience in many areas of print and graphic communications. Scott has excellent skills in dealing with creative challenges, budgets, schedules, branding, technology, people, and business issues. He really enjoys bringing them together to create value for customers. His mission is to deliver superior quality printed products at competitive pricing that exceed client expectations, while fostering long term corporate relationships based on a shared vision of trust and respect.

His products include high quality print collateral, digital print, and large format graphics for the auto, fashion, pharmaceutical, real estate, cosmetic and financial industries. Mr. Shushansky earned a B.S. in the School of Printing management from Rochester Institute of Technology in 1997.

LinkedIn Email 917-701-6932

Ron Miller

Guaranteed Rate, Inc.

Member since: 2002

“Ron Since 2002, Ron has been helping his clients to purchase and refinance homes. As an expert in residential mortgage financing, he can assist with all property types, including single & multi-family residences, townhomes, condos, co-ops, second homes, investment properties, and others.

A key differentiating specialty is Ron’s expertise in helping the self-employed obtain mortgages with the best rates and parameters. Ron has many pleased self-employed clients who had trouble with other lenders. Ron’s core business partners include real estate agents, attorneys, CPAs, financial advisors, and of course, his past clients. In fact, most of his business comes from referrals from past clients. Simply put, Ron likes to say “he collects people”. He really enjoys meeting them and making an impact in their lives. He keeps it simple and that is how his business grows.

“Mortgage Financing Made Simple” is a tag line Ron has used for years as it describes exactly how he helps his clients. He and his team will simplify the process, do the work so you don’t have to – and then they…get it done! It is not an easy process, but he does all he can to make it as simple as it can be for his clients. Ron’s goal is to delight both his client and the one making the referral to him.

Ron is a graduate of Cornell University, and lives in Manhattan with his wife and twin children.Ron enjoys running in NYRR races and playing golf.

LinkedIn Email 917-887-6703

Andrew W. Singer

Co-Managing Partner, Tannenbaum Helpern Syracuse & Hirschtritt LLP

Member since: 2004

“Andrew Andrew W. Singer is Co-Managing Partner of Tannenbaum Helpern and is Chair of the firm’s Employment Law Practice, which offers a broad spectrum of legal services from counseling clients on day-to-day HR issues to defending companies in complex employment litigation, including but not limited to, defending class action lawsuits. He has extensive experience in all aspects of employment law and regularly advises companies and HR professionals on issues, ranging from employment agreements, restrictive covenant enforceability, HR compliance, discrimination, wage and hour laws, sexual harassment and HR policies such as social media, technology and email usage. Andrew is a frequent speaker on various employment and HR topics and regularly conducts training for supervisory and managerial employees. He has been selected for inclusion in New York Super Lawyers for 2010 to 2016.

LinkedIn Email 212-508-6723

Brian David

Managing Director, Lloyd Group

Member since: 2011

“Brian Brian David is Managing Director at Lloyd Group, an IT Consulting & Managed Services firm. He began his tenure at Lloyd in 1999 and was made a Partner in 2006. Prior to his promotion to Managing Director, he served as the Vice President of Business Development, where he led highly successful customer acquisition and growth plans for the Greater New York Area, developing new sales territories and strong client relations for national accounts. Until 2006, Brian acted as Director of Operations, where he grew the firm’s Call Center/Operations division by 80 percent, implemented ITIL Incident and Problem Management, and successfully developed and launched LloydCareTM, the company’s core outsourced IT management solution.
Brian graduated Cum Laude from Loyola University, New Orleans, where he earned a degree in business management and has recently graduated Harvard Business School’s Owner/President Management program.

Married, with two daughters, he resides in Philadelphia, PA.

LinkedIn Email 917-662-6776

Brian F. Califano

Co-Founder & Managing Partner, Accelerating CFO LLC

Member since: 2016

“Brian Brian F. Califano is the Co-Founder & Managing Director of AcceleratingCFO. Brian started AcceleratingCFO after realizing there were many entrepreneurs and small to mid-sized companies who needed a senior finance executive with Fortune 50 experience to assist in managing its finance and accounting operations. His true passion is to help business owners maximize their company’s value through strategic finance. Brian is a certified public accountant in New York State. He has a BBA in Accounting from Hofstra University and an MBA in Finance from the Stern School of Finance at New York University. He lives on Long Island with his wife of twenty-two years and two teenage daughters.

LinkedIn Email 347-861-4434

Zachary Suchoff

District Manager, ADP

Member since: 2016

Zachary is a District Manager at ADP. Zachary works closely with Finance and HR leaders at all size companies to help them better manage their people via technology and outsourcing. Prior to ADP, Zachary worked as an Associate Account Director for the digital media company Sizmek, and was a raw materials broker to airplane manufactures before that. Mr. Suchoff earned a B.S. from the Kelley School of Business at Indiana University in 2011, majoring in Finance.

LinkedIn Email 201-618-8371

Michael Kaufman

Partner, The Kaufman Organization

Member since: 2012

“Michael Michael Kaufman, Partner at the Kaufman Organization since 1997, has completed more than $500 million worth of office leasing transactions (Relocations-Renewals-Subleases-Expansions), making him one of Kaufman’s most successful brokers. His versatility and experience in identifying emerging markets has made him the go-to broker for clients, big or small, in a wide-variety of industries including software, biotechnology, branding/PR firms, private equity companies and numerous professional service firms. Kaufman is a graduate from Penn State with a Bachelors of Science degree in real estate and finance.

LinkedIn Email 212-471-4320

Marc Jeffrey Landow, AIA NCARB

Landow and Landow Architects

Member since: 2008

Marc Jeffrey Landow Marc is a partner in Landow and Landow Architects, an Architecture, Interior Design, and Planning firm founded in 1922. The firm’s focus is exceptional design with an equally high level of partner involvement in every project. Practice areas include healthcare, education, retail, corporate interiors, commercial, and residential projects. Marc received both his Bachelor’s Degree in Environmental Design and Master’s Degree in Architecture from the University of Pennsylvania. He is a member of the American Institute of Architects and is certified by the National Council of Architectural Registration Boards. He holds Architectural licenses in New York, New Jersey, Connecticut, Pennsylvania, Massachusetts, and Florida. Marc currently serves as a member of the Children & Adolescents in Residence Divisional Board of the Jewish Board of Family and Children’s Services. He is also an avid cyclist and golfer.

LinkedIn Email 212-772-7074

Arthur Grutt

Managing Partner, Cambridge Insurance Advisors

Member since: 2015

Art Grutt Arthur is the Managing Partner of Cambridge and leads his firm’s Employee Benefits Group. Art earned a Certified Employee Benefit Specialist (CEBS) designation from the Wharton School of Business at UPenn and IFEBP which is considered the standard of excellence in the benefits industry. Art’s team creates innovative insurance saving strategies for mid-size employers utilizing tools such as Group Captives, PEOs, Private Exchanges and Predictive Claims Analytics. Prior to joining Cambridge, Art had a distinguished career at Guardian Life Insurance Company of America. Art graduated from The College of the Holy Cross with two undergraduate degrees in both Economics and English while playing quarterback for their Division I football team.

LinkedIn Email 212-695-7463

Jack Hendler

Co-Chief Executive Officer, Avalon Net Worth, Investment Bank

Member since: 2013

Jack Hendler is the Co-Chief Executive Officer of Avalon Net Worth. The firm specializes in M&A advisory in the Middle Market. Transactions include sales of privately held businesses, divestitures for both public and private companies, recapitalizations, mergers, and financings. Mr. Hendler has developed an expertise in assisting financially stressed companies find solutions to their problems. He brings the firm 35 years of hands-on experience in consumer products, retail, importers and manufacturing with knowledge in finance, marketing, production, and distribution. Mr. Hendler founded Net Worth Solutions, Inc. in 1994 which later merged with the Investment Bank, Avalon Securities, Inc., a registered Broker Dealer, to become Avalon Net Worth. Prior to founding Net Worth Solutions, Mr. Hendler founded, grew and successfully sold both a retail apparel and manufacturing company.

Mr. Hendler is also the president of The Needlers Foundation, a charity focused on hospitalized underprivileged children.

LinkedIn Email 212-278-8200 ext. 201

Paul Santamaria

Group Director and Senior VP, Signature Bank

Member since: 08/01/2010

Paul Santamaria has been Group Director and Senior Vice President of Signature Bank since September 2007. Paul has 40 years of banking experience. Prior to joining Signature Bank, he worked with Capital One/North Fork for nine years, and recently served a District Manager and Senior Vice President overseeing 15 branches in Manhattan. Earlier in Paul’s career he served as branch manager at multiple locations in Manhattan and Long Island for major banks. His banking career started as a teller with Manufacturers Hanover Trust Co. Paul graduated Cum Laude from Adelphi University and graduated with Academic Excellence from The Graduate School of Banking at University of Virginia’s McIntire School of Commerce.

LinkedIn Email 646-746-8374

Josh Fox

co-founder and CEO of Bottom Line Concepts, LLC

Member since: 2002

Josh Fox is the co-founder and CEO of Bottom Line Concepts, LLC (Bottom Line), a performance-based, profit enhancement consultancy. Over his 16-year career, Josh has advised clients across the banking, consumer, fashion/retail, tech, legal, medical, industrial and municipal sectors. At Bottom Line, Josh leads a team of consultants that are committed to ongoing professional development and innovation via customized, low-risk cost saving and profit enhancement strategies.

Josh earned a Bachelor of Science in Economics from the University of Michigan. He is a partner in several New York area restaurants. Josh also serves in leadership positions in numerous community, charitable and professional organizations, including being a board member at the New York State Restaurant Association, University of Michigan Alumni Association (Board of Directors, New York), and the Gramercy Starck Condominium-NYC (President).

Josh grew up in Long Island and currently resides in Manhattan.

LinkedIn Email 212-668-1111

Vincent Fatato

GreyBox Creative

Member since: 2014

Vincent Fatato Vincent is the founder and president of GreyBox Creative. Vincent is in charge of business development and building and managing both the creative and the online marketing sides of the business. Prior to GreyBox, Vincent founded Synergy Graphix, Inc. a graphic design business focused on providing marketing materials for many of the top Hedge Fund managers in the United States. He served as the president since its inception in September of 1996 until January 2008, when he sold Synergy to a software company in Canada. Prior to Mr. Fatato’s business ventures, he also worked as a digital image specialist at Electronic Color Imaging and co-developed the color-retouching department at Lord & Taylor. Mr. Fatato earned a B.F.A. from Rochester Institute of Technology in 1992, majoring in graphic design.

LinkedIn Email 917-734-3179

Member Bios

Anthony Abdy

Charles Bernard

Gordon B. Coyle

Brian David, Board Member

Edward R. Freiberg

Harvey Ginsberg

Arthur T. Grutt Jr.

Michael Kaufman

Jonathan Kramer

Marc Landow

Robert Levin

Ralph Marucci

Ron Miller, Board Member

Peter J. Morandi

Steven I. Pollack

William Regen

Paul Santamaria, Board Member

Jeffrey Schwartz

Jon Sheppard, Board Member

Andrew W. Singer, Chairman of the Board

Zachary Suchoff

Michael Varoukas

Stephen Ward

Scott Zemachson