Founder of Savvy Ladies Inc.
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.
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 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.
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 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.
Managing Partner | Miller Zeiderman & Wiederkehr, LLP
Lisa Zeiderman is a Managing Partner of the law firm Miller Zeiderman & Wiederkehr, LLP., who focuses her law practice solely in matrimonial and family law. As both an attorney and a Certified Divorce Financial Analyst, she has a wealth of experience, understanding, negotiating and litigating high net worth and/or complex financial matters. She has been lead trial counsel in matters of custody, modification of custody, equitable distribution of assets, child support, alimony, contempt hearings and relocation matters. Lisa obtained her law degree at Fordham University School of Law and then went on to become a Certified Divorce Financial Analyst. She now sits on the Advisory Board of the American Academy of Certified Financial Litigators, and is a member of the Legislative Committee of the Family Law Section for the New York State Bar Association and on the executive board of the Justice Brandeis Law Society. She is also a member of the New York State Bar Association, the New York Women’s Bar Association and the Westchester Women’s Bar Association.
Board of Directors
Private Client Advisor | 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.
Marguerita M. Cheng
Chief Executive Officer | Blue Ocean Global Wealth
Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a member of CNBC Digital Financial Advisor Council. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial AnalystTM. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and member of the Diversity Advisory Group (DAG) for CFP Board. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA).
Rita is a recipient of the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100 and a Woman to Watch by InvestmentNews.
Lee Conti, Jr.
Insurance Planner & Educator Lee Conti, Jr. is a Director with CPS Elite Advisors Insurance Svcs, as well as a nationally recognized speaker on cutting edge insurance trends. Lee focuses on coaching advisors on cutting-edge risk management strategies in the areas of Longevity Planning, Disability protection, Long Term Care, Linked Benefits, and Life Insurance. Lee is committed to the highest fiduciary standards and he has dedicated the last 21 years to helping advisors design insurance programs to help their clients protect and augment wealth. He brings a planner’s mindset to all his tailored risk management solutions, in a space often crowded with transaction-minded individuals.
Lee is certified nationally as a Continuing Education instructor for Insurance sessions and is also approved to teach CFP® Continuing Education courses to financial advisors. Lee has been a breakout speaker at financial planning industry conferences since 2006 and is consistently a go-to resource for advisors on insurance-related questions. He takes pride in creating and teaching dynamic sessions that allow advisors to walk away with practical information to help their clients plan for a better future and he has currently trained over 8,000 advisors on risk management strategies. Lee's passion for education led him to serve on the FPA of NY’s Board of Directors as Co-Chair of the Spring Forum and Director of the Practitioners monthly educational meetings before becoming President in 2016.
Bernadette Herward Davida
Shareholder | Polsinelli PC, Polsinelli LLP
Bernadette Herward Davida’s rigorous work ethic and enthusiasm for the commercial real estate industry are a combination for success. Bernadette enjoys collaborating with clients on issues such as corporate headquarters leasing on behalf of tenants and landlords; commercial and residential development and management of hotel, retail and golf course properties; private equity funds; loan, guaranty, and lease workouts and restructurings; acquisitions; partnerships and joint ventures; and financings.
Partner | Cornick Garber Sandler, Certified Public Accountants
Peter Frank, CPA, CITP, has been advising individuals and closely held businesses on accounting and tax matters for nearly 40 years. He has a diversified clientele, ranging from the entertainment and film business to real estate, hotels and restaurants, auctioneers, professional services, inbound international tax clients, U.S. expatriates, and others. Peter works closely with start-up businesses and prides himself on the relationships and trust he develops with his clients, assisting them in many areas of their business. Peter also consults on information technology issues and has particular experience with accounting and business management systems.
Amy Goldsmith, Board Secretary
Partner | 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.
Carol Schiro Greenwald, Ph.D
Consultant | CSG MarketingPartners
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.
James Guberman, MBA, CDFA, CCFE
Manager | Baker Tilly Virchow Krause, LLP
James is a Manager in the firm’s Forensic Litigation & Valuation Services group with more than ten years of experience focusing on a wide range of matrimonial valuation and forensic engagements. Areas of expertise include the valuation of closely held businesses, professional practices, and real estate entities. James has assisted with the identification and quantification of separate and marital assets, income
reconstruction, the analysis of living expenses and income sources available for support, and the evaluation of settlement proposals. He has also assisted counsel at trial, depositions, and in the preparation of document demands, and interrogatories. James has qualified as an expert and testified in the Supreme Court of the State of New York and the Superior Court of Connecticut. James has prepared presentations for the New York City Bar Association (Inventory Fraud: Thinking Outside the Box) and the American Bar Association (Deciphering the Financial DaVinci Code of Divorce: The Idiot’s Guide to Tax Return(s) and Financial Analysis for Fun and Profit).
Vice President, Senior Financial Advisor | Bank of America Merrill Lynch Global Wealth Management Pascale Hainline is the Vice President and Senior Financial Advisor at Bank of America Merrill Lynch Global Wealth Management. Prior to joining Merrill Lynch, she spent 25 years with Société Générale (SOCGEN) in the Corporate and Investment Banking Division in New York. In her last 5 years with SOCGEN, Hainline was Managing Director in the Credit Portfolio Management Group, managing and monitoring the Bank’s American assets. Hainline is on the Board of New York Edge, a New York based non-profit organization whose mission is to help bridge the opportunity gap among over 25,000 underserved students by providing after school programs designed to improve academic performance and self-confidence for success in life. She also will serve on the Board of the International Tennis Hall of Fame for a 2-year term starting January 2019. Hainline has been a member of the United States Tennis Association (USTA) Investment Committee since 2009. Hainline has a Master’s Degree in Economics from the Université de la Sorbonne in Paris and received a post- Master’s fellowship award to study economics at the University of Chicago.
Mark A. Josephson, Esq. CPA, CFP, CFE, CGMA,Board Treasurer
Partner | Murray & Josephson, LLC.
Mark Josephson is a founder and senior partner of Murray & Josephson, CPAs, LLC. Previously, Mark worked for BDO Seidman, a leading national public accounting firm. Mark received his bachelor's degree in Accounting and Finance from Boston University and is also a graduate of New York Law School. 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 has earned a certification in Financial Planning from the College for Financial Planning, is a certified fraud examiner and member of the Association of Fraud Examiners, and is certified as a chartered global management accountant. Mark is a winner of the New York Enterprise Report Best Accountants and Attorneys Award. He has appeared as a lecturer in a series of Education Seminars for various organizations and as an adjunct professor at New York University. He serves on many professional committees, including 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 National Academy of Television Arts & Sciences. 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 a member of the Board of Savvy Ladies and on the Planned Giving Advisory Council of Lighthouse International. He is also the Immediate Past President and a Board member of the New York State Council on Divorce Mediation, a past Treasurer and Board member of the Family & Divorce Mediation Council of Greater New York, a Founding member of the Academy of Professional Family Mediators, and a member of the New York Association of Collaborative Professionals, and the International Academy of Collaborative Professionals. Mark assists lawyers, mediators and collaborators with business, tax and accounting advice for their practices, as well as their clients. This powerful combination of accounting, legal and financial planning achievements has enabled Mark to assist the firm's clients in nearly every facet of business and personal growth.
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.
Eugene J. Madden
Vice President, Senior Financial Advisor | Merrill Lynch, Pierce, Fenner & Smith
Eugene is an Assistant Vice President and Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith. Eugene focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Eugene is driven by his passion for delivering excellent service and helping clients pursue their goals.
Divorce Financial Advisors & Mediators
Ira H. Mandel has 30 years of experience analyzing, negotiating and solving financial problems, including extensive experience with three major Wall Street firms. Ira specializes in divorce advisory and wealth management. Ira’s divorce work with Divorce Financial Advisors & Mediators includes divorce analysis, divorce mediation and collaborative divorce. His work also includes assisting divorce attorneys and mediators analyze and resolved the financial issues in the advisor’s cases.
Ira’s wealth management work with Wealth Management Advisors, LLC, a Registered Investment Advisor, includes financial and retirement planning, investment strategies, investment risk assessment, company 401K plans and insurance/risk management. His broad financial experience includes divorce advisory, financial planning/wealth investment management; retirement plans; insurance; real estate & mortgages and valuation experience for family businesses and large companies.
The depth and breadth of Ira’s financial experience, licenses, certifications, training and education are significant attributes that distinguish him from other financial advisors and divorce financial analysts.
Ira’s prior professional experience includes Merrill Lynch Wealth Management, Lehman Brothers (Real Estate), and Smith Barney (Corporate Finance).
Ira attended Harvard Business School, Columbia University and Vassar College.
Strategy, Finance & 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.
Managing Director | Nussbaum Law Group, P.C.
Linda Nussbaum is the managing director of the Nussbaum Law Group, P.C. She is nationally recognized for her representation of class and individual plaintiffs in antitrust, RICO, CEA, and pharmaceutical litigation. She has served as sole or co-lead counsel in many significant class actions which have resulted in substantial recoveries, many in the realm of hundreds of millions of dollars. She has also represented large corporate clients including, among others, Hewlett-Packard Company, Kaiser Foundation Health Plan, Inc., Meijer, Inc., Bed Bath & Beyond Inc., Burlington Coat Factory Warehouse Corporation, Progressive Casualty Insurance Company, Avis Budget Group, Inc. and Wegmans Food Markets, Inc.
Ms. Nussbaum has lectured extensively about various aspects of antitrust and class action law. She has participated in many other lectures and panel discussions and has spoken at the American Bar Association’s Spring Meetings on a variety of antitrust topics over the past ten years. She has also has authored numerous publications. She has also has authored numerous publications.
Linda’s successful prosecution of complex litigation has been recognized and commended by judges in matters in which she has served as lead counsel.
Linda received her B.A. (magna cum laude) from Brooklyn College, her J.D. (with honors) from the National Law Center, George Washington University Law School, and her LLM in taxation from New York University Law School.
BA Economics, MBA, CDFA, AFC Candidate
Carrie Rattle is a Master Money Coach, CEO of Behavioral Cents, LLC and Speaker. She is also a proud volunteer for the Savvy Ladies and Women’s Money non-profit organizations. Carrie is a veteran financial executive, with multi-country experience in banking, brokerage and credit card practices. Her breadth of experience includes retail banking and credit cards in 2 countries with Fortune 500 companies TD Bank Financial Group and First Data. She also market-launched brokerage offices in 6 countries for TD Waterhouse (now TD Ameritrade). In addition, Carrie assisted in the turnaround of the 300-person company Cynergy Data to ensure it could be sold, and worked at On Deck Capital to ready it for IPO launch. Her experience lies in both B2C and B2B marketing, customer service and business turnaround with a strong focus on growing people while delivering to the bottom line.
Carrie has successfully managed her own money behaviors for years, which enables her to live her own dream of helping women. Adventure travel, high altitude hiking, organic gardening, and archery are her passions. She feels blessed to have wonderful friends & family, and resides with her wonderful husband and two spoiled little bunnies.
Publisher | InvestmentNews
Suzanne Siracuse is a Vice President at Crain Communications and publisher of InvestmentNews and Investmentnews.com where she oversees the business, editorial strategies, and operations for each brand. Published weekly, Investment News is the leading information source for financial advisers. Her leadership responsibilities include the newspaper, website, e-newsletters, webcasts, research, data and conferences.
Ms. Siracuse has been with InvestmentNews since its launch in 1998, and formerly held the position of Advertising Sales Director and Associate Publisher before being named Publisher in January of 2006. Her experience within the financial advisory industry has garnered wide renown and respect through her top-level relations with broker dealers, custodians, financial advisers, mutual fund companies, insurance firms and industry associations.
Ms. Siracuse is also the Publisher of Crain’s Wealth. Launched in 2013, Crain's Wealth provides investing, financial planning, retirement and wealth management strategies for high net worth individuals. In addition to these responsibilities, Ms. Siracuse is the Chairperson of the Board for the Invest in Others Charitable Foundation and a board member at The American College State Farm Center for Women and Financial Services.
Helen C. Sturm
HCS Divorce Mediation & Consultation
The Honorable Helen C. Sturm (retired) is the Owner and Principal of HCS Divorce Mediation & Consultation which provides mediation and consultation in divorces of high net-worth individuals, including division of assets and all aspects of child support, custody and access. Helen was previously Hearing Officer, Judicial Hearing Officer, and Judge for New York State as well as Senior Supervising Attorney, Assistant District Attorney, Deputy Bureau Chief, Bureau Chief, Juvenile Crimes Unit, and Assistant District Attorney for New York County District Attorney's Office.
Principal, Practice Leader - Valuation Services | 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.