CEO & Founder
Lumida Wealth

Chief Operating Officer & General Counsel
Granby Capital Management, LLC

Senior Vice President, Wealth Advisor
Stiefel Bronstein Team, Neuberger Berman

Partner
Freedom 3 Capital

Managing Partner
OpsCheck

Head of Credit
Titan Advisors

Executive Vice President, Chief Treasury Management Officer
Dime Community Bank

Director - Business Development
Dime Private and Commercial Banking

Senior Vice President
Neuberger Berman

Senior Reporter
With Intelligence

Senior Wealth Advisor
Next Capital Management

Managing Partner
Aurum Investment Mgmt. / Blue Dot Project

Investor
Metalmark Capital

Director, Product - Fund Services
STP Investment Services

Associate Partner, Regional Director of Wealth Planning
Corient

Senior Director
Equity Trust

Head of Operations
Talpion Fund Management

Head of Portfolio Advisory – Institutional & Private Client Services
Northwestern Mutual

Deputy Chief Operating Officer
Head of Operational Due Diligence
Titan Advisors

Tax Partner
Prager Metis CPAs