New Group Leaders

1 New Group Leader in the New York Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Geoff Young

Litigation Partner
Riley Safer Holmes & Cancila
(212) 365-0313
gyoung@rshc-law.com
Home Group: New York 11

New Members

7 New Members in the New York Area

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

Robert DePalo

National Financial Network
Director of Business Planning
(516) 779-9965
robert_depalo@natfin.net
Financial Service
Home Group: Long Island 2

Bio: Financial Advisor and Attorney specializing in Succession Planning, Executive Compensation, Qualified Plans, Buy/Sells, and Key Person Planning, helping businesses & their owners build strategies for sustainable growth/future transitions & Estate Planning.

Isaac Foster

I. Foster Learning
Founder & CEO
(347) 277-1654
isaac@ifosterlearning.com
Consultant Service
Home Group: New York City 8

Bio: Our team of compassionate experts provides academic support, test-prep and admissions advising for students in grades 5-12, college and graduate school. We work with students both in the US and worldwide.

Aashish Makkar

Occams Capital Partners
President
(917) 496-7116
aashish.makkar@occamsadvisory.com
Banking Finance
Home Group: Woodbridge

Bio: Investment Banker | Capital Markets. We specialize in arranging debt facilities and providing general corporate finance advisory services to private & public companies.

Chuck Polin

Chuck Polin Associates, Inc
President
(267) 471-3046
chuck_polin@outlook.com
Consultant Service
Home Group: Woodbridge

Bio: Chuck provides strategic consulting and business development coaching to growing companies and professional services firms seeking an increase in sales, profits and productivity.

Anne Sansevero

Holistic HomeCare Associates
Co-Founder & Managing Partner
(646) 240-4888
anne@holistichomecareassociates.com
Consultant Service
Home Group: New York City 9

Joseph Sarachek

Sarachek Law Firm
Partner
(646) 403-9775
joe@saracheklawfirm.com
Attorney
Home Group: New York City 2

Bryan Smalley

Corient
Wealth Advisor
(973) 975-9155
bryan.smalley@corient.com
Investment Advisor
Home Group: Woodbridge

Bio: A fee-only, fiduciary, with over ten years of experience, providing tax, estate, and portfolio management services to HNW individuals and families who are going through key life transitions such as retirement, divorce, and death of a loved one.

Member News

Events

Join us for our Holiday Party – Thursday, December 5th from 5-7pm at Carmine’s Times Square. Details and registration are on the Hub.

Accelerate Your Membership (AYM) on Monday, December 9, 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, December 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 4, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, December 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, December 5, 2024 – 11:30a PT | 1:30p CT | 2:30p ET