| New York
New Members
11 New Members in the New York Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Max Beaulieu
Beaulieu Law Firm PC
(516) 361-0983
max@beaulieulawfirm.com
Attorney
Home Group: New York City 9
Bio: Max is the Principal and Managing Attorney of the Beaulieu Law Firm, which specializes in Hospitality. He handles business formations, contracts, trademarks, commercial real estate, and liquor licensing.
Peter Chryssos
Alexander, Troy & Company
President/Founder
(914) 767-0600
peter@alexandertroy.com
Financial Service
Home Group : Westchester County
Gregory Ciciola
Bannockburn Global
Managing Director
(914) 980-1031
greg.ciciola@bbgfx.com
Financial Service
Home Group: New York City 1
Bio: Foreign Exchange and Interest Rate risk solutions for private equity & lower-middle market corporations.
Michael Giusto
Neufeld, O’Leary & Giusto
Partner
(212) 986-0999
mgiusto@noglaw.com
Attorney
Home Group: New York City 9
Bio: Trust/estate attorney for planning, administration and litigation. My planning focuses on families with up to $6 million in assets. I litigate will contests, accountings, and power of attorney claims. Often collaborate with non-litigating planners.
Jonathan Hood
Hood Venture Counsel, P.C.
(917) 746-0707
jon@jonhoodesq.com
Attorney
Home Group: New York City 5
Bio: Hood Venture Counsel provides fractional General Counsel services with a focus on affording you the utmost legal protection while also helping you grow your bottom line.
Sara Kaplan-Khodorovsky
Green Savits, LLC
(201) 380-2528
skaplan@greensavits.com
Attorney
Home Group : New York City 6
Bio: I am a Plaintiff’s only ERISA litigator representing individuals in disputes with Long Term and Short Term Disability, Life Insurance, and other ERISA disputes.
Zachary Levy
The Anderson Firm, P.C.
Attorney
(818) 483-0575
zlevy@tafpc.com
Attorney
Home Group: Westchester County
Bio: Commercial real estate and general corporate attorney. I specialize in acting as deal counsel for lenders and borrowers alike, as well as repping small to medium sized businesses as outside general counsel. Currently focused on the cannabis industry.
Lauren Banyar Reich
LBR/PR
CEO & Founder
(202) 246-8789
lreich@lbrpr.com
Marketing
Home Group: New York City 2
Bio: LBR/PR helps business thought leaders leverage their expertise for greater visibility, credibility and ultimately profitability for their businesses by generating media attention that moves the needle.
Seth Romanick
Romanick & Skolnick PLLC
(516) 785-7500
seth@rsnick.com
Attorney
Home Group: Long Island 1
Martha Staniford
Wealthspire Advisors
Managing Director
(646) 290-1552
martha.staniford@wealthspire.com
Investment Advisor
Home Group : Westchester County
Bio: Seasoned Wealth management professional with a plethora of experience-one stop shopping with personal service. Services include finacial planning, investment management, risk management, tax review, retirement planning, banking services, trust & estates.
Iliya Zogovic
DBD Partners – Investment Bank
CEO
(914) 661-6468
iliya@dbdpartners.com
Financial Service
Home Group: Westchester County
Bio: Middle Market focused Investment Banker with over two decades of experience. I specialize in Mergers & Acquisitions, Capital Raising, and Debt Restructuring services.
Member News
If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.
Events
Join us for our Fall PV@Night at the Perfect Pint on Wednesday, September 27th from 6:00-8:00pm. Registration and details are on the Hub.
Accelerate Your Membership (AYM) on August 14th (8:30a P / 10:30a C / 11:30a E) with Doug Duerr and Lauren Hauptman who will discuss Personal Brand & The Power of a Tagline. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.
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, August 1, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, August 2, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, August 2, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, August 3, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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