New Members

8 New Members in the New York Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Stephanie Alberts

Partner
(516) 248-1700
salberts@forchellilaw.com
Attorney
Home Group: Long Island 2

Avi Deutsch

Robertson Stephens
Managing Director, Principal
(917) 243-1055
avi.deutsch@rscapital.com
Investment Advisor
Home Group: New York City 8

Bio: Fiduciary wealth advisor for high-net-worth.

Jim Duffy

Blue Key Consulting
CEO
(917) 678-5425
jim@bluekeyconsulting.net
Consultant Service
Home Group: New York City 9

Bio: Passionate about data and analytics. Seeking to help others take advantage of technology like AI.

Jeanine Floyd

(212) 551-8497
jfloyd@rosenbergestis.com
Attorney
Home Group: New York City 9

Marilyn Garcia

Citrin Cooperman
(212) 697-1000
mgarcia@citrincooperman.com
Accountant
Home Group: New York City 9

Bryan Koslow

(732) 325-0456 x101
bkoslow@clarusfinancial.com
Financial Service
Home Group: New York City 6

Roslyn Lo

Empire Valuation Consultants
Director
(646) 664-0549
rlo@empireval.com
Financial Service
Home Group: New York City 9

Nick Ross

Acrisure
Vice President Private Risk & Family Office
(212) 321-4612
nross@acrisure.com
Insurance
Home Group: New York City 7

Bio: As a seasoned professional specializing in Private Client risk management, I bring a wealth of experience in catering to the unique needs of UHNW and Family Office clients.

Member News

Events

Save-the-date for our Spring PV@Night – Thursday, April 11th at the Perfect Pint Public House. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Tuesday, February 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET