| 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.
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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.
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Peter Chryssos
Alexander, Troy & Company
President/Founder
(914) 767-0600
peter@alexandertroy.com
Financial Service
Home Group : Westchester County
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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.
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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.
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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.
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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.
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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.
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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.
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Seth Romanick
Romanick & Skolnick PLLC
(516) 785-7500
seth@rsnick.com
Attorney
Home Group: Long Island 1
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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.
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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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