Stacy Francis

Founder of Savvy Ladies Inc.
Francis Financial
Stacy Francis is the Founder, CEO and President of Francis Financial, Inc., a Wealth Management and Financial Planning firm. With over 18 years of experience in the financial industry, she is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Divorce Financial Analyst™ (CDFA™), and a Certified Estate Planning Specialist (CES™). She is the Co-Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter and a member of the Women Presidents’ Organization (WPO) and an honoree member of the Private Risk Management Association (PRMA). A nationally recognized financial expert, Stacy has appeared on ABC News, CNBC, CNN, PBS Nightly Business Report, The Today Show, Good Morning America, Fine Living Network, and The O’Reilly Factor. Stacy attended the New York University Center for Finance, Law and Taxation.

Karen Bigman

The Divorcierge
Karen Bigman, Founder and President of The Divorcierge, is a Life Transition Coach specializing in Divorce. She is a Martha Beck Trained Life Coach and a CDC Certified Divorce Coach®. Karen works with newly single women in financial fluency, workforce re-entry and creating new social connections. She sits on the Executive Board of Leave Out Violence (LOVE) US (a youth anti-violence organization) as Treasurer and is active in the New York Women’s Foundation and a strong supporter of Planned Parenthood. She holds a B.S.B.A. from Boston University and an M.B.A. from Columbia Business School and has also completed Harvard Business School’s Executive Education Program ‘A New Path: Setting New Directions’.

Nina Epstein

Goldweber Epstein LLP
Nina Epstein is a partner at Goldweber Epstein LLP, a law firm she co-founded with Elyse S. Goldweber in 1995. Nina focuses her legal practice on matrimonial law, family law, and guardianship. She is a member of the Guardianship Panel in Supreme and Surrogate’s Court and is certified to represent children whose custody is at issue in a divorce as well as alleged incapacitated persons. As a family advocate, she serves on the New York State Bar Association’s sections on Family Law. She also serves on the Women’s Bar Association, where she is a valued member of the Family Law Committee.

Amy Holzman

Barton LLP
Amy is a Partner at Barton LLP. Amy heads Barton’s wills, trusts, estate planning, and estate litigation practice. Her practice also includes estate administration, where Amy represents individual beneficiaries, charities, executors, administrators, and trustees. Ms. Holzman regularly lectures to various groups on estate-planning topics. Before joining Barton, Amy was with Debevoise & Plimpton. Amy received her JD from Fordham University School of Law.

Alexandra Lebenthal

Lebenthal Holdings
Alexandra Lebenthal is the President and CEO of Lebenthal Holdings. She comes from a storied Wall Street family. Her grandparents, Louis and Sayra Lebenthal, founded Lebenthal & Co., Inc, a municipal bond specialist, in 1925. She joined Lebenthal in 1988 and became President and CEO in 1995 at the age of 31. Ms. Lebenthal remained at the firm for four years after its sale, leaving in 2005 before starting anew in 2006. This new venture is the second chapter of the Lebenthal family and in addition to a successful capital markets, in 2013 launched Lebenthal Wealth Advisors, a high net worth advisory division. A passionate supporter of women in business, she was named one of New York’s 100 most influential women by Crain’s New York Business and one of the top 50 Women in Wealth Management by Wealth Manager Magazine. She has also been named to the Crain’s New York Top Women Owned Business and the Crain’s Fastest 50 Growing Businesses in New York. As one of the most recognizable women on Wall Street she is a frequent commentator in the media, and is an official CNBC contributor. Ms. Lebenthal is involved in many cultural and philanthropic institutions in New York City. She is a graduate of Princeton University.

Jody Meth

BridgePoint Group, LLC
Jody has spent her career helping businesses improve the value of their product and service portfolio, with almost 30 years experience in the retirement, brokerage, advisory, trust, and custody businesses. Her specialty is in Strategy Creation and Implementation; Product Management and Development, Sales and Distribution, Client Service Management; P&L Management, Leadership Development, and Organizational Transformation. Previously, Jody was an Executive Vice President with Fidelity Investments. Jody received her MBA from Stern School of Business at NYU.

Pamela Moschetti

Pamela is the founder and owner of SPACES, A Design Company, a boutique design firm located in the heart of Chelsea, specializing in Landscape and Garden Design.
SPACES currently has projects in NYC, CT and Eastern Long Island. Her garden specific studies at the Royal Horticultural Society, The School of Garden Design, both in the UK, and the New York Botanical Garden in NY give her a broad based foundation from which to begin any project. She attributes her company’s diversity and style to her career experience working with the magnificent creatives at Ralph Lauren for 4 years, the talented designers and merchandisers at Liberty of London in the UK for 2 years, and Lillian August in CT and NYC, for another 3 years. However it is her personal interests within the art, design, music and fashion worlds that birth a refinement to her reputation and projects. While decidedly working from the left side of the brain for most of her life, Pamela’s past employments include Paine Webber and Goldman Sachs. Those financial sensibilities and managerial skills support her still.

Board of Directors

Amy Goldsmith, Secretary

Tarter Krinsky & Drogin LLP
Amy Goldsmith is a Partner and Co-Chair of the Intellectual Property Department at Tarter Krinsky & Drogin LLP. Ms. Goldsmith partners with clients to provide practical legal advice and connections to grow their businesses. A strategic advisor, she guides clients in all stages of their development from idea conception and protection, to funding, manufacturing and enforcement. She received her undergraduate Bachelor of Science degree from Cornell University and her JD from Benjamin N. Cardozo School of Law, Yeshiva University. She is a registered patent attorney. Ms. Goldsmith is a Vice President of the New York Women’s Bar Association and Co-Chair of the CLE Committee. She is a frequent lecturer on intellectual property topics for Lawline. She also serves on the Advisory Board for TedxTimesSquare and spoke at its inaugural event.

Mark Josephson, Treasurer

Murray & Josephson, CPAs, LLC.
Mark Josephson CPA, CFP, CFE, is a founder and senior partner of Murray & Josephson, CPAs, LLC. He is a member of the bar in the states of New York, New Jersey and Florida. In addition to his CPA and law degree, Mark earned a certification in Financial Planning from the College for Financial Planning and is an adjunct professor at New York University. He is a member of the Association of Fraud Examiners and serves on the The Estate Planning and Trust and Estate Administration committees of the New York State Society of Certified Public Accountants. He is a member of the Business Valuation and Forensics of Litigation Services section of the American Institute of Certified Public Accountants and of the Small Law Firm Management Committee for the Association of the Bar of the City of New York. He is also a member of the Family & Divorce Mediation Council of Greater New York, the New York State Council on Divorce Mediation, the New York Association of Collaborative Professionals, and the International Academy of Collaborative Professionals. Mark received his bachelor’s degree in Accounting and Finance from Boston University and is also a graduate of New York Law School.

Jeanne Berger

JPMorgan Chase Bank
Jeanne is a Private Client Advisor at JPMorgan Chase Bank since 2011. Previously, Jeanne was employed by National City Bank. Jeanne received her Bachelor’s Degree from Saint Mary’s College.

Carol Schiro Greenwald, Ph.D

MarketingPartners CSG
Professional Services, Practice Builder, Marketing Maven & Political Scientist. Carol is the Owner of MarketingPartners, a professional services practice that provides strategic counseling, targeted strategies, training, and personal performance coaching for lawyers, accountants and their firms. Her book, Build Your Practice the Logical Way: Maximize Your Client Relationships (ABA, First Chair Press, 2012) details her approach. She is a nationally known speaker and author. Carol received her Ph.D. from the City University of New York.

Randi Karmel

Randi L. Karmel, PLLC
Randi Karmel is the Owner of Randi L. Karmel, PLLC. Randi has been practicing law for over 20 years, acquiring extensive litigation and trial experience. Randi currently represents clients in negotiating prenuptial and mid-nuptial agreements, separation and settlement agreements and actions for divorce that include equitable distribution, maintenance, visitation, support, and custody. She is a member of the Family Law Section of the New York State Bar Association, the Brooklyn Bar Association, and the Women’s Bar Associations of New York and Kings Counties. Randi received her JD from the American University, Washington College of Law.

Ursula Moran

Investor Relations Consultant
Ursula is an independent Strategy, Finance and Investor Relations Consultant. Previously, Ursula was employed by the New York State Autism Consortium, Bear Stearns, Toys R Us, Sanford C. Bernstein, Coach Leatherware, Booz Allen Hamilton, and Bloomingdale’s. Ursula received her MBA from Harvard Business School.

Mandeep Trivedi

Citrin Cooperman
A Principal and Practice Leader in the firm’s Valuation and Forensic Services group, Mandeep brings more than 13 years of experience to complex business valuations and financial analysis. Prior to joining Citrin Cooperman, Mandeep was a public equity analyst and financial advisor to high net worth clients. Leading the firm’s valuation services team, Mandeep manages the preparation and delivery of top-quality valuations of businesses, private equity, professional practices, and income -generating assets such as derivatives and intellectual property. Mandeep is a member of the CFA Institute and the New York Society of Security Analysts (NYSSA). Mandeep earned her honors degree in Commerce and Finance from the University of Toronto and obtained her M.B.A. from Schulich School of Business, York University in Canada. She holds the designation of Chartered Financial Analyst and is an Accredited Senior Appraiser with the American Society of Appraisers.

Kelly Welles

Welles Financial Services
Kelly is the President and Owner of Welles Financial Services. Kelly has more than 25 years of corporate banking, investment, insurance and business consulting experience. In addition to working with NY Life, Mass Mutual, Northwestern Mutual and JPMorgan Chase, she owned and operated an international bank marketing consultancy. She is a member of the Board of Governors of the Accountants Forum. She is a past officer of the Financial Planning Association of New York (FPANY) for which she created the Malcolm S. Forbes Award for Excellence in Advancing Financial Understanding. She is a founder and member of the FPA Presidents Council. Kelly received her Financial Planning certification from Pace University.

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