Executive Board

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

SPACES
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

 

Jeanne Berger

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.

 

Nina Boone

Managing Director | Aon Risk Solutions/Aon Hewitt
Nina Boone is a senior executive with a proven track record for growth in large, global healthcare and consulting organizations. She combines a strong sales acumen, a belief in mentoring and  an ability to empower strong personalities toward collaboration. With responsibility for 25 percent of the US Retail new business number and leadership of the largest sales team in the industry,  Nina is recognized for her skills in sales process and discipline and a culture of “more” when it comes to revenue generation.

Nina joined Aon in 2011, initially as the sales leader for the benefits practice. With the movement of the benefit P&L into US Retail overall, Nina was promoted to Co-Lead of the new business sales team for all of Greater New York, the largest region in the world for Aon. In this role for four and half years, Nina helped create a more collaborative work environment that has driven a staggering amount of shared sales efforts all of which have contributed to the record new business generation. This culturally more collaborative and empowered work environment has driven the GNY team to set double digit, record level new business growth year-over-year for the past three years. As Nina steps into the overall growth leader role, she brings this sense of collaborative culture to the retention and rollover business and expects to see exceptional results as teams are empowered to work together and think outside the box.

 

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.


 Peter Frank

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.

 

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 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.

 

Lisa Macbeth

Financial Specialist | National Financial Network
Lisa has worked in the finance industry in complementary capacities since graduating from college. She began her career at Smith Barney, and worked primarily as an equities trader in capital markets for Citigroup and for a hedge fund housed at Oppenheimer.  Most recently, she founded and ran a social enterprise for seven years before coming to National Financial. She holds a BA in Political Science and French from Dickinson College, and an MBA in Finance from the University Of Connecticut School Of Business.  She has lived and worked primarily in Europe and SE Asia. Lisa enjoys complex problem solving and continuous learning, and loyally supports programs and institutions which assist people in educating themselves and improving their lives.  She is passionate about educating people so they can feel comfortable making well-informed decisions in any capacity related to finance. She has consulted for NGOs in SE Asia on small scale social enterprise development and volunteered GED tutoring services at domestic violence shelters in NYC and CT. She has devoted the majority of her volunteer time in the last three years as a volunteer for the Board of the  Kota Alliance, a NYC based non-profit incubator designed to minimize start-up costs for non-profits and enterprises dedicated to global women's issues. 

 

Eugene J. Madden

Assistant 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.

 

Ursula Moran

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.

 

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.

 

Mandeep Trivedi

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.

 

Kelly Welles

President | 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.