Banco Popular de Puerto Rico

Kim Guimond Dellarocca is a Director for Pershing, a BNY Mellon company, where she is global head of Segment Marketing and Practice Management. In her role, Ms. Dellarocca is responsible for the strategic marketing and practice management plan development for Pershing’s broker-dealer, advisor and hedge fund business units. This includes the development marketing and practice management programs built to help bring customers to Pershing, and to help those already with Pershing to manage and grow their businesses more effectively.\nPrior to joining Pershing in 2005, Ms. Dellarocca spent nearly 10 years at Fidelity Investments, where she managed segment marketing programs for the retail, 401(k) and registered investment advisor (RIA) businesses. Before Fidelity, she held marketing positions at Standard & Poor’s and Thomson Financial Services.\nMs. Dellarocca earned a Bachelor of Arts degree in Management from Emmanuel College and a Master of Business Administration degree from Boston University. She is currently a CFP candidate with Boston University. Ms. Dellarocca graduated from the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association, at the Wharton School of the University of Pennsylvania. She is invited to speak nationwide and her views have been featured in Financial Planning magazine, Registered Rep, USA Today and The Wall Street Journal.

After graduating university in Melbourne, Australia, Kate returned to the U.S. to work for an RIA. They created a position with the ultimate goal that she would run the firm. Over nearly eight years she became a Principal. But it was increasingly clear her outlook for the firm, and the industry, differed from that of the other, older, owners.She left to launch Belmore as a financial coaching practice that doesn’t manage assets or sell products. She focuses on working with those under 40, encouraging her clients to be honest with themselves and what they truly want before diving into the financial side of things. The first question Kate asks is “When are you happiest?”Kate is a contributor to Time\/Money and is regularly quoted in the media where she’s able to extend her reach in helping to change the conversations we’re all having.\n 

Bob was the managing Partner of Schoenfeld Mendelsohn Goldfarb LLP when the 52 year old firm merged with Janover LLC on August 1, 2013 at which time Bob became a Principal of Janover LLC. He received his Masters of Arts degree from Adelphi University and his Masters of Business Administration from Hofstra University. Bob started his professional career in accounting over thirty-five years ago when he joined the staff of Price Waterhouse. He was a tax manager when he left Price Waterhouse.\nBob has appeared on television news and has written several books on taxation updates for the profession. He was also the technical editor of Clinton Administration Tax Legislation published by Harcourt, Brace & Janovich. He has also spoken extensively for the American Institute of CPAs, many State Societies of CPAs and the National Conference of CPA Practitioners. Additionally, Bob was recently appointed to serve a 5-year term as a member of the New York State Board of Public Accountancy.\nBob is a Past President of the National Conference of CPA Practitioners and served as Chair of their National Tax Policy Committee and their National Issues Committee for several years. He recently completed a three-year term on the governing council of the American Institute of CPAs and is an active member of the New York State Society of CPAs where he served as a member of several of their committees including the Executive Board of the Nassau County Chapter. Bob was also named as one of the 100 most influential people in Accounting for two consecutive years by the highly regarded publication Accounting Today. Additionally Bob was recognized as “Businessperson of the Year” for his service while President of the Great Neck Chamber of Commerce and President of the Great Neck Lions Club. He also was a Senior Adjunct Professor of Accounting at Adelphi University where he taught accounting for more than twenty years and was an adjunct professor for Hofstra University teaching in their CPA Review Course which was given to accounting students seeking their CPA certification.\nBob raised more than $30,000 for the Leukemia and Lymphoma Society by participating in several triathlons and more than $15,000 on bicycle rides from Boston to New York for Aids Research. He recently completed an Iron Distance Triathlon in Sandusky, Ohio.

Michael J. McLafferty is a leader in the Health Care Services Group. He has over 20 years of experience in the health care field providing business services to multi-hospital systems, pharmaceutical firms, surgery centers and physician practices. Michael has assisted numerous health care organizations with turnaround services; mergers and acquisitions; evaluation and improvement of operations; revenue enhancement; chart and coding evaluations; revenue enhancement strategies and implementation; contract negotiations; regulatory and compliance issues; and health care litigation.\nIn addition, he has developed business plans and financial forecasts, provided interim management services, performed operational and financial assessments and benchmarking analysis for numerous health care organizations. Michael has extensive relationships within the health care field and is often requested as a speaker before professional organizations. Michael earned his Executive M.B.A. from Rutgers University. He is active in numerous associations, including the New Jersey Society of Certified Public Accountants (NJSCPA), American College of Healthcare Executives (ACHE), Healthcare Financial Management Association (HFMA), and the Medical Group Management Association (MGMA).

Andrew Pavia is the Assistant Managing Editor for Financial Planning, Bank Investment Consultant and On Wall Street.

Steven Barnes, CPA with an accounting practice in Deer Park, NY has been working with small and mid-size business since 2002.  Before that Steven worked for Ernst & Young LLP as a manager in their tax department. He has an accounting degree from SUNY Old Westbury and a Masters in Taxation from CW Post.

Richard A. Dauman is a Director in the Personal Wealth Advisors Group with more than 25 years of experience. He is responsible for income tax and wealth transfer planning and compliance for a group of individuals and families of significant wealth, including senior corporate executives, private equity fund managers and sports franchise owners. Richard also advises clients on state residency planning and handles representation before taxing authorities.\nRichard received his B.A. in Accounting and Economics from Queens College, C.U.N.Y. and his M.S. in Taxation from Baruch College, C.U.N.Y. He is a member of the American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA), including the New York State, Multistate and Local Tax Committee, and the Cornell State and Local Tax Group.