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W WHO’s WHO
2016
PRESENTING SPONSOR

AN ADVERTISING SUPPLEMENT TO LONG ISLAND BUSINESS NEWS


1 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

2016 WHO’S WHO HONOREES pulse of the region’s vibrant beat. They do abandon
Across Nassau and Suffolk counties are business business challenges; instead they confront them to
leaders who possess clear vision and pure drive to create opportunities that pave the way for a better
keep Long Island on top of its game. This forward Long Island. These frontrunners develop new prod-
thinking determination is revealed within the pages ucts, advise with unrivalled experience, tackle new
of this 2016 Who’s Who publication — a compilation regulations and exercise professionalism with great
of Long Island Business News’ Who’s Who honorees skill. Long Island Business News is pleased to present
who have been highlighted in our business newspa- these honorees who have contributed to Long Island’s
per throughout the year. positive business climate in 2016 — and will undoubt-
This publication encompasses a broad range of pro- edly have an impact on the region’s future growth.
fessionals from a variety of industries who are the – Lisa Morris Josefak

Commercial & Residential Real Estate Law . . . . . . . . . . . 2 Real Property, Certiorari Law Firms . . . . . . . . . . . . . . . . .
Forensic Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . 9 and Health Care Law . . . . . . . . . . . . . . . . . . . . . . . . . 48
Intellectual Property, Labor Law . . . . . . . . . . . . . . . . . 15 Health Care . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Banking & Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Women in Professional Services . . . . . . . . . . . . . . . . 60
Environmental Consulting & Engineering . . . . . . . . . . . 33 Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Not for Profits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Real Estate & Development . . . . . . . . . . . . . . . . . . . . 90

TO OUR READERS: PRESENTING SPONSOR


On behalf of our entire team at Long Is-
land Business News, I want to welcome you
to our annual edition of “Who’s Who.” Our
2016 edition is chock full of the people and
companies that are essential to a vibrant
Long Island.
Inside are profiles of the forward-thinking ABOUT BERDON LLP
professionals representing a wide range of Berdon LLP is consistently ranked among
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one needs to know. The 2016 “Who’s Who” With nearly 400 professionals and staff — at
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2 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’s WHO
in Commercial & Residential
CATHLEEN
D. ALLEN
Jaspan Schlesinger
LLP
JEFFREY I.
CITRON
Davidoff Hutcher
& Citron

Real Estate Law Cathleen D. Allen is a partner in Jeffrey I. Citron is co-managing


Jaspan Schlesinger LL’s banking and partner at Davidoff Hutcher & Citron,
financial services practice group and and is based in the firm’s New York
Even when there appears to be no real estate practice group. Allen rep- City office. Throughout the course of
complications or risky issues facing a real resents financial institutions and lend- his over 25 years as a practicing at-
ers in all types of commercial lending torney, Citron has gained extensive
estate transaction, it is always wise to consult transactions and regulatory matters. experience in real estate and gener-
She also has extensive experience rep- al commercial practice, particularly
with a real estate attorney before committing resenting business entities and indi- assisting private and public compa-
to a property/building. viduals in all aspects of real estate nies in securing financing, grants
law, including sales, acquisitions and and other benefits for capital projects
leases and has experience in trans- through the auspices of government
In this Who’s Who in Commercial & Residential actions involving Industrial Devel- agencies and lending institutions.
opment Agencies, the United States Citron also represents a number of
Real Estate Law section, top real estate Small Business Administration, inter- prestigious, privately held businesses,
est rate swaps and 1031 exchanges. acting in the capacity as general coun-
attorneys in the region discuss cases when a Prior to joining the firm, Allen cil offering advice in connection with
client should have obtained counsel earlier to was a partner in a prominent Suffolk banking relations, general adminis-
County law firm where she concen- tration, employment, contract law,
avoid more legal issues. trated on banking, real estate and real estate leasing and acquisitions
corporate transactions. She also for- and other business-related issues.
merly served as assistant in-house Among his notable cases, includes
counsel for a major commercial finan- his representation of Madelaine Choc-
cial institution. olate Novelties where he assisted in
Allen received her undergraduate the acquisition and negotiation of a
degree from Duke University and her $13 million loan from SBA and a $12
law degree from Washington Uni- million grant from New York City to
INDEXINDEXINDEX versity in St. Louis School of Law, assist the client’s recovery from Super
where she was a member of the Law Storm Sandy. He is currently repre-
Quarterly. She also attended Ford- senting Gabrielli Truck Sales, Ltd in
ham University School of Law as a the development of a $22 million sales
2 CATHLEEN D. ALLEN Jaspan Schlesinger LLP
visiting student. and fabrication facility to be located
2 JEFFREY I. CITRON Davidoff Hutcher & Citron She is admitted to practice in the outside of Kennedy Airport through
state of New York, and the District the auspices of the New York City
3 DAVID H. COHEN Moritt Hock & Hamroff LLP Courts for the Southern and East- Industrial Development Agency. In
ern Districts of New York. Allen is a addition to his continued work with
3 BRAD CRONIN Cronin & Cronin Law Firm
member of the New York State Bar privately held entities, Citron is cur-
4 PATRICIA C. DELANEY Lamb & Barnosky, LLP Association and Suffolk County Bar rently negotiating the refinancing of
Association. an Industrial Revenue Bond for a not-
4 BRENDAN J. DERIGGI Certilman Balin Adler & Hyman, LLP In 2015, Allen was named a “Top for-profit entity and is also involved
4 WARREN DUBITSKY Herman Katz Cangemi & Clyne, LLP Legal Eagle” by Long Island Pulse mag- with developers and government enti-
azine in the field of Real Estate Finance. ties in the establishment of what will
4 WAYNE G. EDWARDS Sahn Ward Coschignano, PLLC Jaspan Schlesinger LLP is a mid- hopefully become one of New York’s
size general practice law firm with and the nation’s foremost museums.
5 SCOTT L. FEUER Rivkin Radler LLP offices in Garden City and Suffern, All transactions should be dis-
5 JEFFREY D. FORCHELLI Forchelli, Curto, Deegan, Schwartz, Mineo & Terrana New York. Since its founding in 1946, cussed with an attorney prior to sign-
the firm’s 60 attorneys provide legal ing any documents, Citron said.
6 TONI J. HOVERKAMP Farrell Fritz, P.C. services in virtually every area of “A client contacted me after he had
practice, including lending, workout, executed, without legal counsel, a de-
6 ANDREW T. KASMAN Abrams, Fensterman, Fensterman, Eisman,
bankruptcy, real estate, commercial tailed Letter of Intent in connection
Formato, Ferrara & Wolf, LLP and corporate matters, general and with the sale of property located in
complex commercial litigation, em- Midtown Manhattan,” Citron noted.
6 BERNARD P. KENNEDY Bond, Schoeneck & King PLLC ployment and labor law, municipal “The client claimed that when he de-
7 RICHARD S. KESTENBAUM Kestenbaum & Mark law, estate and tax planning, probate, cided not to move forward with the
tax certiorari, condemnation, securi- transaction, both the broker and the
7 MICHAEL R. MARTONE Koeppel Martone & Leistman, LLP ties, education, trademark and matri- proposed purchaser claimed that the
monial, among others. Letter of Intent actually contained
7 GARY MELTZER Meltzer, Lippe, Goldstein & Breitstone, LLP The firm represents banks and all the indicia of a contract and was,
8 JERRY SIEGELMAN Ruskin Moscou Faltischek P.C. business enterprises of all sizes, therefore, binding.”
which operate on a local, national and “Obviously, had the client shown
international level. Its clients are in- me the Letter of Intent before execut-
volved in lending, real estate (includ- ing same, I would have advised him of
ing leasing and development), man- the potential pitfalls of signing such an
ufacturing, distribution, engineering agreement and insisted on the inclu-
and construction, insurance, telecom- sion of specific language making it clear
munications, advertising, foods, con- that a formal contract was to be execut-
sumer products, the hotel industry ed and that the Letter of Intent was,
and the automotive industry. in fact, non-binding,” Citron said. “Al-
The firm also performs legal work though the matter was ultimately set-
for individuals, professional firms, tled to the client’s satisfaction, the prop-
local government bodies, trade asso- erty remained off the market during
ciations, and education and religious the pendency of this matter and the
institutions. client incurred significant legal fees.”
3 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Commercial & Residential Real Estate Law
Citron earned a Juris Doctor from Cohen also has extensive experience area of tax certiorari, protesting the an attorney even before a contract is
Brooklyn Law School and a B.S.B.A in representing clients in all phases real property tax assessment and con- signed, Cronin said.
from American University. of corporate and commercial matters, demnation for commercial properties “I was retained on a high profile
He has been an elected delegate including corporate formation and gen- throughout New York State. Cronin transaction, after contract execution,
to the State Judicial Conference eral commercial contracts. focuses his skills on representing to review the impact of the sale upon
for the Southern Districts of New When negotiating a deal, every property owners in Nassau, Suffolk the real estate taxes and to appeal the
York and has served as counsel for stage should be brought to your attor- and Westchester counties, as well as taxes,” Cronin said. “In reviewing the
the  trustees of various Industrial ney’s attention, including a Letters of New York City and upstate New York. history, I discovered there were prior
Development Agencies. Citron is Intent (LOI) that outlines the agree- For more than 35 years, Cronin tax year appeals pending for years
also a recognized authority in the ments between two or more parties has developed longstanding relation- that my client had paid the taxes to
negotiation of Industrial Revenue before the agreements are finalize, ships with a diverse client base in prevent a foreclosure. We immediate-
Bond Financing. Cohen said. order to assist property owners in ly advised the client that the rights
He has also served as a board “Clients often negotiate LOI with- obtaining reductions for their real es- to those prior proceeding should be
member of such entities as the Young out consulting their lawyer,” he said. tate taxes for their commercial prop- transferred to them since they were
Men’s Philanthropic League, United “An LOI that does not contain all rel- erty. He has extensive experience entitled to the refunds and those prior
Hebrew Geriatric Center, and as pres- evant terms of a transaction or that representing prominent developers, appeals could impact their ability to
ident of Fenway Golf Club, along with is poorly drafted often creates issues national tenants, and many of the have the taxes reduced in the future.”
a number of privately held entities. when lawyers draft the relevant largest properties in New York State. “Under a provision of the Real
Davidoff Hutcher & Citron LLP, agreement. A poorly drafted or incom- In addition, he has earned the high- Property Tax Law, a new owner can
founded in 1975, has become one of plete LOI results in the expenditure est rating awarded by Martindale be prohibited from obtaining a reduc-
New York’s most respected mid-size of additional legal fees because law- Hubbell in both competency and eth- tion in his real estate taxes for three
commercial law and government re- yers are left to re-negotiate important ics in his field. years even where the taxes are exces-
lations firms. The firm has melded deal terms that were overlooked or Cronin represents a cross section sive,” Cronin noted.
its multi-discipline law practice, with not properly addressed.” of many of the largest developers, “As a result of moving quickly, we
its distinguished government rela- “For example, an LOI for a lease property owners and national corpo- were able to obtain the rights to the
tions practice. The firm handles legal should address a tenant’s assignment rations, REITs and retail chains, suc- prior proceedings, insure the new
and lobbying matters from the routine or subletting rights,” Cohen explained. cessfully obtaining court ordered tax owner was not bound by any agree-
to the complex. Each of its practice “I have seen several LOI’s fail to in- relief for all types of commercial prop- ment of the prior owner, successfully
groups is chaired by a highly-distin- corporate or address this issue. Thus, erty including race tracks, apartment obtain refunds from the prior appeals,
guished lawyer in the field. when negotiating a lease, the assign- buildings, office complexes, malls, and reduce the future real estate tax
Davidoff Hutcher & Citron’s skilled ment subletting provision can lead to
shopping centers, golf courses and obligation,” Cronin said. “This took
attorneys handle complicated and lengthy negotiations resulting in sig-
marinas. Cronin has extensive trial a great deal of work, work that could
sensitive matters for a varied clientele nificantly higher legal fees.”
experience having successfully litigat- have been avoided if the items were
that includes Fortune 500 companies, “The bottom line, it’s often less
ed and resolved high profile cases in discovered in the due diligence stage
entrepreneurs, litigants in business expensive in the long run to consult
counties throughout New York State prior to the contract being signed.”
disputes, financial institutions, own- your lawyer at the very beginning of a
and established a number of land- Cronin has been an invited speaker
ers of valuable intellectual proper- transaction,” Cohen said.
mark decisions in the field. and participant on various panels in-
ty, prominent real estate owners and Cohen earned a juris doctor from
It is essential to work close with volving different subjects affecting tax
developers, individuals and families Brooklyn Law School and a bachelor’s
confronted with family law issues, degree from State University of New
leaders in the health industry, hos- York at Oneonta. He is admitted to
pitality business owners, and well- practice in New York.
known companies and executives in Cohen is involved in various busi-
the fashion industry. ness, philanthropic and civic activities
With offices located in New York including Queens County Builders
City, Albany, Washington, D.C., and and Contractors Association, NYS and
on Long Island, the firm’s government Nassau County Bar Associations, In-
relations group can closely monitor ternational Council of Shopping Cen-
legislative and regulatory develop- ters, NYS Mortgage and Bankers As-
ments. Its mid-size firm offers all the sociation and the B’nai B’rith Youth
benefits of big firm practice with the Organization.
advantages of small firm attention to Moritt Hock & Hamroff LLP, es-
detail and personalized service. tablished in 1980, is a full-service,
AV-rated commercial law practice
with offices on Long Island and Man-
hattan. The firm’s practice areas in-
clude alternative dispute resolution,
DAVID H. commercial foreclosure, commercial
lending & finance, construction &
COHEN surety, copyrights, trademarks & li-
Moritt Hock & censing, corporate & securities, cred-
Hamroff LLP itors’ rights & bankruptcy, cyberse-
curity, employment, equipment &
transportation leasing and finance,
healthcare, landlord & tenant, litiga-
David H. Cohen is a partner at tion, marketing, advertising & pro-
Moritt Hock & Hamroff LLP in Gar- motions, not-for-profit, patents, real
den City. Cohen has more than 30 estate, tax, and trusts & estates.
years of experience in handling all
facets of complex real estate trans-
actions and related matters. The
scope of his practice is diversified,
and includes real estate and corporate BRAD
transactions with an emphasis on the
representation of both tenants and CRONIN
landlords in retail and office leasing, Cronin & Cronin
and sale-leasebacks. In addition, he Law Firm, PLLC
also represents institutional clients,
corporate clients and real estate de-
velopers in the acquisition, financing,
development and leasing of commer- Brad Cronin is the founding part-
cial properties, development agree- ner at Cronin & Cronin Law Firm,
ments, construction contracts, and PLLC in Mineola. Cronin & Cronin
commercial co-ops and condos. Law Firm practices exclusively in the
4 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Commercial & Residential Real Estate Law
certiorari and valuation of property noted. “It took nearly several months LLP’s real estate, commercial lend- ments can be confusing for certain
such as condominiums, environmental to track down one of the co-executors ing and litigation departments. types of businesses. Retail business-
contamination, and reviewing changes of the mortgagee’s estate, to convince DeRiggi represents buyers and sell- es, from drug stores to self storage,
in the tax certiorari field. As a member her that the mortgage had been paid ers in a wide array of commercial often own the properties (or have an
of the Nassau and Suffolk Condemna- and to obtain a discharge of mortgage transactions. He also represents affiliated entity owning the property)
tion and Tax Certiorari committees, he from her as a party that was autho- lenders and borrowers in all types where their businesses are operated.”
has worked to implement changes to rized to execute and deliver the neces- of commercial lending transactions, “Some of these properties may also
facilitate the timely resolution of com- sary instrument.” including small business and mid- have ancillary real estate income from
mercial tax protests. He has lectured “Fortunately, my client was able to dle-market loans, construction loans, sources such as roof-top antennae, or
and participated in panels involving ultimately obtain a recordable mort- leasehold financing and asset based from non-real estate sources, such as a
issues that pertain to property taxes gage satisfaction, but the time and credit facilities. retail store within a self-storage opera-
as well as been featured in numer- money expended in procuring it could DeRiggi also has experience in tion,” he said. “Property owners should
ous publications. He is also featured have been avoided if my client had 1031 exchanges, Industrial Develop- carefully review exactly what the RPIE
quarterly in the New York Real Estate consulted with me when it was mak- ment Agency transactions and U.S. (New York City) and ASIE (Nassau
Journal’s “Ask the Expert” column re- ing its final mortgage payment, as I Small Business Administration (SBA) County) reporting forms are request-
garding real property issues. would have insisted that it receive a loans. He is designated closing coun- ing to avoid mistakes such as classify-
Cronin has also contributed to the satisfaction of mortgage in exchange sel for the SBA specializing in the 504 ing income generated by the business
real estate community by current- for that final payment,” she said. and 7a loan programs. as rental income or reporting a book
ly serving on the board, and as past Delaney served as general counsel He also represents lenders in com- rent between affiliated entities as arms-
co-president, of the Long Island Real to Bank of Smithtown and Smithtown mercial foreclosures, enforcement ac- length rental income. Since the finan-
Estate Group. This organization has Bancorp from 1994 through 2010. She tions and general litigation matters. cial information supplied by the owner
supported various Long Island char- has counseled publicly traded corpo- DeRiggi serves as a member of the is used to set the property’s assessment,
ities, as well as real estate related rations in the preparation of their an- board of directors for the Hunting- reporting mistakes can and do lead to
projects, educational real estate pro- nual disclosure filings with the Se- ton YMCA. He is also an active fund- drastic over-assessment.”
grams and networking events. curities and Exchange Commission, raiser and volunteer for numerous “Property owners who are unsure
Cronin also serves on the North as well as privately owned entities in charitable organizations, including about these requirements are best
Shore University Hospital Depart- their formation, business acquisitions the Diabetes Research Institute, the served consulting counsel before sub-
ment of Medicine Leadership Circle and sales. American Heart Association and the mitting their income and expenses,”
Committee and the Village of Plan- Prior to joining the firm, Delaney Epilepsy Foundation. Outreach House Dubitsky noted.
dome Planning Board. was working in her own practice in in Brentwood recently honored DeRig- Prior to joining the firm, he served
Cronin is a graduate of Le Moyne Hauppauge that she established and gi at their annual luncheon. as a deputy county attorney in the
College and earned a juris doctor from managed since 1993. Delaney also He earned a juris doctor from St. Tax Certiorari and Condemnation
Quinnipiac University School of Law. served as senior underwriting counsel John’s University School of Law and Bureau of the Nassau County Attor-
Cronin & Cronin Law Firm, PLLC for First American Title Insurance a bachelor’s degree from Seton Hall ney’s Office. In that position, he ac-
specializes in tax certiorari, protest- Company where she analyzed and as- University. quired extensive experience litigating
ing the real property tax assessment sessed legal risk associated with in- Certilman Balin Adler & Hyman, commercial and residential property
and condemnation for commercial suring real estate transactions. LLP has grown into one of Long Is- tax matters.
properties throughout New York Delaney earned a bachelor’s degree land’s largest full-service law firm with Dubitsky earned a juris doctor
State. The attorneys of Cronin & Cro- in in Spanish and political science offices in East Meadow and Haup- from Notre Dame Law School and a
nin have extensive experience rep- from the State University of New pauge, Long Island and Saddle Brook, bachelor’s degree in economics from
resenting prominent developers, na- York College at Cortland and a juris New Jersey. Its 14 practice areas in- Bowdoin College. He is admitted to
tional tenants and many of the largest doctor from Albany Law School of clude: real estate, real property tax practice law before the courts of New
properties in New York State and are Union University. She is admitted to certiorari and condemnation, cooper- York and New Jersey and is a mem-
committed to obtaining positive re- practice in the state of New York. ative and condominium, land use, en- ber of the New York State, New York
sults for each and every client. Lamb & Barnosky, LLP is one of vironmental law, corporate/securities, City, Westchester, and Nassau Coun-
Long Island’s largest law firms rep- litigation, commercial lending, labor ty Bar Associations.
resenting a wide variety of corporate, relations/employment law, bankruptcy The partners of Herman Katz
municipal and individual clients. As and debtor/creditor rights, trusts and Cangemi & Clyne, LLP (HKCC) have
a full-service law firm, Lamb & Bar- estates, elder law, telecommunications more than 115 years of property tax
PATRICIA C. nosky, LLP is comprised of numer- law and criminal law. experience. HKCC’s industry-wide rep-
ous practice areas, including banking; utation for integrity provides the firm’s
DELANEY real estate; taxation; corporate, merg- clients with the confidence that they
Lamb & ers and acquisitions; education; labor will receive skilled and trusted counsel
Barnosky, LLP and employment; municipal; health
care; intellectual property, land use,
WARREN through the multi-faceted and highly
complex property tax valuation process.
planning, environmental and zoning;
and trusts and estates.
DUBITSKY The firm represents clients at
both the administrative and judicial
Herman Katz
Patricia C. Delaney is an attorney Founded in 1981, the firm enjoys levels throughout the tri-state area
Cangemi & Clyne,
at Lamb & Barnosky, LLP in Melville. an AV rating from Martindale-Hub- as well as across the nation. HKCC
LLP
Delaney has been counseling clients bell, the nationally recognized legal combines its trial and transactional
from the New York metropolitan area directory, for the highest standard of expertise in both real estate tax and
to the East End of Long Island since legal ability and professional stan- eminent domain proceedings with a
1986. She has extensive experience in dards of conduct and ethics. It has Warren Dubitsky is an associate pragmatic and flexible approach to
commercial lending, banking, leasing, also been named to the National Reg- at Herman Katz Cangemi & Clyne, meet and exceed its clients’ needs
and real estate transactions. ister of Preeminent Lawyers. The firm LLP, with offices in Melville and and expectations.
It is always wise to obtain a lawyer also honors its commitment to pro New York City.
even when a transaction is amiable to bono and bar association work by hav- Joining the firm in 2013, Dubitsky
both parties, Delaney said. ing several partners who have served/ focuses on matters in New York City,
“In a recent transaction, my client currently serve on New York State
and local bar association boards.
Nassau County, Hudson Valley and WAYNE G.
was gifting a commercial building to Erie County. He consults clients re-
his employee of many years,” Delaney garding the potential real estate tax EDWARDS
explained. “The employee was very consequences of acquisition, leasing, Sahn Ward
appreciative of his employer’s gener- and Industrial Development Agency Coschignano,
osity and both parties expected the BRENDAN J. PILOT agreements. His New York PLLC
transaction to proceed in an agreeable City practice includes helping clients
and swift manner. It did until the title DERIGGI obtain tax exemptions and abate-
search of the property revealed a mort- Certilman Balin ments, including ICAP.
gage given by my client that was due Adler & Hyman, Both New York City and Nassau Wayne G. Edwards is a partner at
and payable 19 years earlier. My cli- LLP County require most commercial Sahn Ward Coschignano, PLLC in
ent had paid the mortgage, but never property owners to annually file their Uniondale. Edwards concentrates his
received a satisfaction and had little income and expenses, Dubitsky said. practice in the areas of zoning and
documentation as proof of payment.” “Failure to file can subject the land use, real estate law and trans-
“The person who held the mort- Brendan J. DeRiggi is a partner owner to draconian penalties,” he actions, including acquisitions, sales,
gage had since passed away,” Delaney in Certilman Balin Adler & Hyman, explained. “However, these require- leasing and financing and related cor-
5 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Commercial & Residential Real Estate Law
porate transactions. His practice in- a juris doctor from Washington and and sale agreements contain many firm’s commitment is its commitment
cludes representation of many of the Lee School of Law. other fundamental business terms to total client satisfaction. Rivkin
region’s most prominent real estate He received an AV® Preeminent™ which, if negotiated at the term sheet Radler LLP is the advisor-of-choice to
owners and developers. Peer Review Rating from Martin- stage, could expedite contract drafting successful individuals, middle-market
In his practice, Edwards represents dale-Hubbell®, its highest rating for and negotiation, thereby reducing the companies and large corporations.
developers in both acquiring property legal ability and ethics. From 2013 client’s cost of the transaction.”
for development and in obtaining the to 2015, Edwards was selected to the Similarly, through term sheet ne-
municipal approvals necessary to con- New York Metro Super Lawyers list. gotiations, the parties may come to
struct their projects.
This year, Edwards successfully
He was recognized in the practice
area of Land Use/Zoning.
the realization that the deal is not
viable prior to incurring the expense
JEFFREY D.
represented Eben-Ezer Haitian Bap-
tist Church of Westbury before the
Sahn Ward Coschignano, PLLC
provides its clients with the highest
of drafting a contract, he noted.
“For example, if a purchaser re-
FORCHELLI
Forchelli, Curto,
Town of North Hempstead’s Zoning quality representation, counsel and quires a post-contract due diligence
Deegan, Schwartz,
Board of Appeals. The plans call for advice. Practice areas include zoning period to undertake environmental or
and land use planning; real estate
Mineo & Terrana
the construction of a new 4,500-sq.- other studies and the right to termi-
ft. church plus a basement. The new law and transactions; litigation and nate the contract if not satisfied with
church would give its congregants the appeals; municipal law and legislative the results, but the seller is unwilling
additional space needed to provide re- practice; cellular and telecommunica- to agree to this — insisting that the Jeffrey D. Forchelli is managing
ligious services, hold community meet- tions law; environmental, corporate, purchaser complete any desired due partner of Forchelli, Curto, Deegan,
ings and maintain its food pantry. labor and employment law; tax certio- diligence prior to contract signing — Schwartz, Mineo & Terrana, a law
Edwards represented the church rari and condemnation, matrimonial then the transaction may not proceed firm he founded in 1976. Forchelli’s
to obtain the required variances for practice; and estate planning. The past this point,” Feuer said. “By re- extensive personal practice concen-
the new construction. On July 15, the firm strives to assist its clients in a solving this fundamental issue at the trates on complex real estate and land
North Hempstead ZBA unanimously wide array of issues, serving them term sheet stage, the parties would use matters, including litigation and
approved the variance, allowing con- with skill and experience, resourceful- save time and the expense of drafting tax certiorari for major real estate
struction to go forward. ness and responsibility. a contract for a deal that was doomed developers and national corporations.
In 2014, Edwards represented a cli- from the outset.” Forchelli is known for unraveling
ent who converted a building at the “I encourage all of my clients to complicated situations, including a re-
site of the former Gulf gas station in contact me prior to negotiating a term cent case that involved a title report.
East Hills into a Dunkin Donuts. He sheet to discuss some of the key issues “A client retained us to represent
was responsible for obtaining the park- SCOTT L. that will be covered in the contract so him in securing zoning approvals to
ing variances for the store and a certif- they may consider whether to include
icate of occupancy. He also negotiated FEUER them in the term sheet or leave them
construct a building on a large parcel of
property, which is presently improved
with Nassau County and New York Rivkin Radler to be addressed during contract nego- with a one-family home,” Forchelli said.
State for curb cuts on the property and LLP tiations,” he said. “The zoning of the property permitted a
with Nassau to have Dunkin Donuts A member of the New York State public/commercial use.”
connect to the county’s sewer system. Bar Association and its Real Prop- “After having ascertained that the
The same year, Edwards helped ob- erty Law Section, Feuer has earned zoning permitted the proposed use, the
tain a parking variance for Mio Sushi, Scott L. Feuer is a partner in the AV Preeminent rating from Mar- client entered into a contract to pur-
a 5,500-sq.-ft. Japanese steakhouse Rivkin Radler LLP’s real estate, zon- tindale-Hubbell. He graduated from chase the property,” he said. “He then
and sushi restaurant in the Elwood ing & land use practice group. Feuer Binghamton University, with honors, came to us to represent him in securing
Shopping Center. He was able to ob- counsels real estate developers, prop- and from Brooklyn Law School, where approvals. We immediately ordered and
tain a variance for the restaurant’s erty owners, investors, joint ventures, he was a Dean’s Merit Scholar, a re- secured a title report and found that
owner, who was able to have 28 park- institutional and private lenders, cipient of the American Jurisprudence the property was encumbered with cov-
ing spaces installed in the shopping landlords and tenants in connection Award in Legal Writing, and a mem- enants and restrictions and easements
center’s parking lot and was allowed with real estate transactions. He ber of the Brooklyn Law Review. that limited the future construction and
to finish all necessary renovations to has extensive experience in the ac- He is admitted to practice in New use of the property. However, the client
the restaurant. quisition and sale of commercial and York and New Jersey and before the had a firm contract with no representa-
Retaining an attorney early in the multi-family residential properties, United States District Court for the tions regarding covenants and restric-
process assures sufficient time to ex- leasing of retail, office and industrial District of New Jersey. tions and easements. This could have
amine a property, Edwards said. space on behalf of both landlords and Feuer is a member of the board of been a disaster.”
“Most of the time, our clients confer tenants, and conventional and con- directors of the Binghamton Univer- “Whenever someone is purchasing
with the firm early in the process of struction financing. sity Alumni Association and chairs property for future development, a
their intention to purchase or lease Feuer is often called on by clients its Regional Chapters Committee. title report is imperative prior to hav-
a property,” Edwards said. “It is our to provide real estate counseling in He has served as a volunteer for the ing a firm commitment to purchase
practice to do preliminary due dili- connection with corporate sales and Make-a-Wish Foundation, a mem- the property,” Forchelli noted. “A sea-
gence regarding the property to alert acquisitions. ber of the board of directors of the soned zoning/land use practitioner
our client as to any potential issues.” He has represented clients in East Northport Jewish Center and would have secured a title report and
“Recently, I was retained by a cli- many high profile transactions, in- on fundraising event committees for discovered these encumbrances prior
ent later in the process and there cluding a $53 million construction the Community Development Corpo- to entering into a binding contract.”
wasn’t adequate time to explore and financing of a condominium project ration of Long Island. “Although, in our particular case
investigate the property,” he said. consisting of luxury residential units Rivkin Radler LLP, with offices in we were able to refine the proposed
“After entering into the contract, it and a ground floor retail unit in a Uniondale, NY, New York City and plans and secure a great deal of what
was discovered that the building was landmarked New York City building; Hackensack, NJ, provides legal rep- the client wanted, the client did suffer
burdened by a restrictive covenant a $52 million acquisition and financ- resentation to a broad array of cli- a financial loss and it could have been
imposed by the town board and the ing of a 250,000-sq.-ft. shopping cen- ents. Its 160 lawyers deliver focused worse,” he noted.
building could not be expanded with- ter in Selden, New York to complete and effective legal services. The firm “The lesson to be learned is, al-
out the town board’s consent. This a Section 1031 tax-deferred exchange provides strong representation and though traditionally one does not se-
would have caused considerable de- following the sale of several small- builds even stronger client relation- cure a title report until after a client
lays and expense and was not satis- er shopping centers; and a $39 mil- ships. Many clients have been placing has signed a contract, when a contract
factory to my client. Fortunately, pur- lion refinancing of a shopping center their trust in the firm for more than involves developing property, a title re-
suant to the contract, my client was on the “Miracle Mile” in Manhasset, 25 years. The driving force behind the port should be secured prior to signing
able to terminate the transaction, but New York. the contract so that all relevant infor-
time was lost and funds were expend- The term sheet stage is essential to mation is on hand,” Forchelli said.
ed when it could have been avoided.” any transaction, Feuer said.
Advertising helps Forchelli has served as counsel to
Edwards is admitted to practice “Clients entering into transactions people remember you. the New York State Assembly, and
in the State of New York and before such as the purchase of a commer- served on the legal advisory board
the United States District Courts for cial building or the lease of office and on the Board of Directors of Se-
the Eastern and Southern Districts space often present me with a simple curity Title and Guaranty Company.
of New York. He is a member of the term sheet containing only a few deal He was selected for inclusion in Who’s
Nassau County and the New York terms,” he explained. “For example, Who in American Law (8th Edition)
State Bar Associations. the term sheet for a purchase may Contact our advertising and has been selected by his peers for
Edwards earned a bachelor’s de- only include the price, contract depos- department to discuss options inclusion in New York’s Super Law-
libn.com for your business at 631.737.1700
gree from Long Island University and it amount and closing date. Purchase yers (2007, 2009-2016).
6 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Commercial & Residential Real Estate Law
Forchelli graduated from Brooklyn Seeking counsel earlier in the pro- finance; distressed assets; eDiscov- for an attorney who concentrates in
Law School in 1969. In 2003, Forchelli cess can avoid unnecessary costs, ery; emerging companies and venture real estate to consider, an attorney
endowed his first chair at Brooklyn Hoverkamp explained. capital; eminent domain; environmen- concentrating in other areas may not
Law School. He later endowed a sec- “I recently represented a client tal law; estate litigation; health law; be full aware of such things.”
ond chair, in 2004, in honor of his fa- who was purchasing a multi-mil- labor and employment; land use, mu- Kasman has prepared Tenancy in
ther, Don Forchelli. In 2005, Forchelli lion dollar home in East Hampton,” nicipal and zoning; real estate; tax Common Agreements, completed 1031
celebrated the opening of Brooklyn she said. “The seller agreed that planning and controversy; tax cer- Exchanges and has drafted and negoti-
Law School’s Jeffrey D. Forchelli Con- she would deliver an updated cer- tiorari, and trusts and estates for a ated various Construction Agreements.
ference Center, named in his honor. tificate of occupancy prior to closing variety of corporations, not-for-profit Kasman has been a lecturer regarding
He also received the National Alum- and my client, relying on this agree- organizations and individuals. issues pertaining to both landlord and
ni Association Award for “Excellence ment, spent money on due diligence. tenant positions in lease negotiations.
in Business” from Wagner College, I received contracts from the seller’s Prior to joining Abrams Fenster-
where he graduated in 1966. attorney that included the seller’s man, Kasman was the senior real es-
Forchelli is a trustee of Brooklyn agreement to deliver an updated cer- ANDREW T. tate counsel at American International
Law School. He is also a trustee of tificate of occupancy prior to closing. Group, Associate General Counsel for
Wagner College where he serves as I reviewed the contract and prepared KASMAN NBTY, Inc./Vitamin World and Gen-
treasurer of the board; a past presi- comments. I called and emailed the Abrams, eral Counsel for CLK Management
dent of the Oyster Bay-East Norwich seller’s attorney regarding certain Fensterman, Corp., where he handled a broad range
School District; and a former trustee provisions of the contract but did not Fensterman, of matters involving real estate laws,
of Nassau Community College. receive responses for several days. corporate and transactional issues, day
Eisman, Formato,
In 2009, Forchelli and his wife, The seller’s attorney finally respond- to day real estate management, em-
Ferrara & Wolf,
Sadie, were honored by St. Francis ed stating that the seller is unwilling ployment issues, and estate planning.
Hospital at its annual Challenge Ball. LLP
to agree to provide an updated certif- Kasman earned a juris doctor from
Under the auspices of the Diocese of icate of occupancy.” Thomas M. Cooley Law School and a
Brooklyn, he was the recipient of the I then received the title report that bachelor’s degree from Baruch Col-
2011 Frederic Ozanam Award, WE I ordered, which included a copy of the Andrew T. Kasman is a partner at lege. He is a member of both the New
CARE, the charitable arm of the Nas- current certificate of occupancy,” Hov- Abrams, Fensterman, Fensterman, York State Bar Association and Suf-
sau County Bar Association. Most re- erkamp said. “I compared the certificate Eisman, Formato, Ferrara & Wolf, folk County Bar Associations, and is
cently, he was honored by The INN of occupancy to the survey and home LLP and chairman of the real estate admitted to practice in the state of
– Interfaith Nutrition Network. inspection report and noticed that there department. New York.
Forchelli is a member of the New were two bedrooms and two bathrooms Kasman concentrates his trans-
York State and Nassau County Bar in the basement that were not covered actional real estate practice in the
Associations and a Fellow of the Oza- by the certificate of occupancy.” areas of buying, selling, financing
nam Hall Award and New York Bar “If I had a copy of the certificate of and leasing representing landlords,
Foundation. occupancy earlier on in the process I tenants and multi-family developers. BERNARD P.
Forchelli, Curto, Deegan, Schwartz,
Mineo & Terrana, one of Long Island’s
could have discovered this issue and
the purchaser could have avoided
His extensive experience includes
all aspects of national commercial KENNEDY
leading full-service law firms, has al- due diligence costs on this property,” real estate acquisitions, dispositions, Bond, Schoeneck &
ways enjoyed a solid reputation for suc- she said. and financing. He has represented King PLLC
cessfully representing clients in real Prior to joining Farrell Fritz in tenants and landlords in retail, of-
estate, land use and zoning, tax, trusts 2011, Hoverkamp was a commercial fice, warehouse, shopping centers,
and estates, tax certiorari, corporate real estate associate at Herrick, Fein- day care center and industrial leas-
and commercial and litigation matters. stein LLP in New York City. Before es. Kasman has also assisted sell- Bernard P. Kennedy is co-manag-
Founded in 1976, Forchelli, Curto, entering law school, she held posi- ers, purchasers, commercial and res- ing member in the Garden City office
Deegan, Schwartz, Mineo & Terrana tions as a trial preparation assistant idential real estate mortgage lenders, of Bond, Schoeneck & King PLLC.
in Uniondale provides expertise in the at the District Attorney’s Office for borrowers, developers, and manage- Kennedy advises clients on various
areas of banking, bankruptcy, employ- New York County and as a paralegal ment companies in commercial and matters including business transac-
ment and labor, municipal incentives/ at Ackerman, O’Brien, Pachman & residential conveyances. tions, contracts, real estate and litiga-
IDA, entertainment, construction law Brown LLP in East Hampton. When dealing with property trans- tion. He is a trusted legal advisor who
and more. Hoverkamp earned a juris doctor actions, always retain an attorney understands how to translate com-
Throughout the firm’s growth, one from the University of Virginia and who has expertise in the field, Kas- plex legal issues into practical busi-
thing has remained constant — its a bachelor’s degree in political sci- man said. ness terms and fashion common sense
focus on obtaining results for clients. ence from the State University of New “A previous client contacted me solutions to everyday business prob-
The firm employs more than 60 at- York at Stony Brook. As an under- when he received his closing numbers lems. Kennedy is known for bringing
torneys who handle complex matters graduate, Hoverkamp interned at the for the purchase of property in New a solution-oriented focus to the task
for a broad client base including na- United States Attorney’s Office for the York City, as they did not seem right of helping clients find answers to com-
tional, regional and local businesses, District of Columbia. to him. He had a family friend who plex issues expeditiously, cost effec-
major real estate developers and or- She is a member of the Suffolk was not a real estate attorney han- tively and completely.
ganizations, banks, insurance com- County Bar Association; serves on dling the transaction, which he now For the past 20 years, Kennedy
panies, municipalities, educational Flying Point Foundation for Autism’s realized was a mistake.” has provided general counsel services
institutions, contractors, architects/ board of directors; and is a member of “The closing was less than a week to King Kullen Grocery Co., Inc., a
engineers and individuals. the Nassau Suffolk Services for Au- away,” Kasman said.  “Upon review Long Island-based company with two
tism Parent Teacher Organization. of the documents I inquired as to the subsidiaries, 39 retail locations and
With 90 attorneys, the law firm status of his mortgage ($9,000,000) over 3,000 employees. Serving as out-
of Farrell Fritz is recognized for pro- and the possibility of doing an As- side general counsel to King Kullen,
viding high quality, responsive ser- signment of Sellers existing mortgage, he has been responsible on a day-to-
TONI J. vice, practical advice and for its deep
commitment to the local community.
which was in the principal amount of
$7,000,000. The attorney had not con-
day basis for corporate transactions,
real estate, leasing and litigation, as
HOVERKAMP Farrell Fritz handles legal matters in
the areas of bankruptcy and restruc-
sidered doing this, which could save a
considerable amount on the New York
well as coordinating legal services
in areas such as ERISA, intellectual
Farrell Fritz, P.C.
turing; business divorce; commercial State mortgage tax.” property, risk management and em-
litigation; construction; corporate and “I advised the client that if we ployment matters.
were able to do this, he would only be In 1989, Kennedy was founding
paying the mortgage tax on the ‘new partner of Kennedy and Gillen, a bou-
Toni J. Hoverkamp is counsel in You like us in print, money’ and would save approximately tique business law and litigation firm
the real estate practice group at Far- now you can LIKE $200,000,” Kasman explained. in Garden City. In addition to King
rell Fritz, P.C. Hoverkamp works in us on Facebook. “After lengthy conversations with Kullen, his firm has represented such
the firm’s Hauppauge and Water Mill the new and existing lenders —and clients as Hofstra University, Kimco
offices. She represents buyers, sellers Title Company — we were able to Realty, Westbury Realty Ventures,
and lenders in residential and com- obtain an extension to close and com- the Rembold Company and numerous
mercial transactions, private develop- libn.com plete an assignment of the existing other corporations and institutions,
ers and investors in joint venture ne- mortgage, which saved the client large and small.
gotiations and landlords and tenants facebook.com/LongIslandBusinessNews nearly $200,000 in mortgage tax,” he Kennedy is experienced in com-
in leasing transactions. said. “While this is customary practice mercial leasing, particularly shop-
7 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Commercial & Residential Real Estate Law
ping center leasing, and represents practical understanding of the opera- has shared his expertise by serving and operating agreements and creat-
both landlords and tenants in leasing tion of the subject real estate is very in various capacities. Early in his ed complex organizational structures
transactions throughout the metropol- helpful to ensure that the buyer re- career, he served as Senior Deputy and has experience in representing
itan area. He also represents a grow- ceives what he or she anticipates.” Nassau County Attorney in charge of owners of shopping centers, multi-fam-
ing list of independent supermarket Kestenbaum earned a juris doctor condemnation and tax certiorari and ily developments, office buildings, golf
operators throughout New York City from Hofstra University and a bach- real estate (1969-71); Commissioner course and residential communities
in leasing and litigation matters. elor’s degree, cum laude, from Long of Public Safety of the City of Glen and industrial and warehouse devel-
He earned a juris doctor from Ford- Island University. He is admitted to Cove (1970-72); Deputy Nassau Coun- opments. He also represents landlords
ham University School of Law and practice in New York and Florida; and ty Attorney (1962-69); and Special At- and tenants in drafting and negotiat-
bachelor’s degree from New York Uni- the U.S. Tax Court and U.S. District torney for the Office of Urban Renew- ing commercial leases.
versity. Kennedy is admitted to prac- Court, Southern and Eastern Dis- al for the City of Glen Cove (1973-80). Meltzer represents lenders and
tice in New York, the U.S. District tricts of New York. Kestenbaum is a Today, Martone is on the Nassau borrowers in all facets of real estate
Court for the Eastern District of New member of the Nassau County Bar County Bar Association’s Committee lending and borrowing, including
York, and the U.S. District Court for Association, American Bar Associa- on Condemnation and Tax Certiorari multi-state portfolio financings on the
the Southern District of New York. tion and the New York State Magis- (1964-present). He is also a member of lending and borrowing sides, origi-
He has held various roles in civic trates Association. the International Council of Shopping nating CMBS, life insurance compa-
and pro bono matters, including serv- He was selected as a New York Centers; the International Associa- ny and bank loans, as well as draft-
ing on the board of the Family and Metro Area Super Lawyer in Taxa- tion of Assessing Officers; Columbia ing and negotiating participation and
Children’s Association and its execu- tion in 2015 and as a Long Island Society of Real Estate Appraisers; In- intercreditor agreements between
tive committee and governance com- Top Legal Eagle by Pulse magazine in stitute of Property Taxation; National lenders and drafting and negotiat-
mittee; serving as board chair of the 2010 and 2015. Kestenbaum is acting Association of Review Appraisers and ing forbearance agreements between
Family and Children’s Association; village justice for the Village of Great Mortgage Underwriters; and Institute lenders and borrowers. He also rep-
serving on the Board of South Shore Neck Plaza (1996-present); and acting of Revenue Rating and Valuation. resents sellers and purchasers of real
Communities Hospital; serving on the village justice for the Village of Kens- Martone is also a member of the estate loans including performing due
Board of St. Joseph’s College; serving ington 2014-present). board of directors of the American diligence, drafting and negotiating
as chair of the New York State Bar Kestenbaum & Mark is a boutique Property Tax Counsel, which is a sale-purchase agreements and han-
Association Committee on Volunteer law firm with a national practice com- network of accomplished and experi- dling all aspects of closing loan sale
Lawyers providing pro bono legal ser- bining the specialties of tax law, trial enced attorneys through the United and/or purchase transactions.
vices to residents of drug and alcohol practice, estate planning and estate States who carry on professional edu- When asked about a recent issue
rehabilitation facilities; and serving administration. The firm represents cation programs for its members and that if brought to his attention earli-
on the New York State Trial Law- corporations, individuals, and estates; others, as well as enable members to er in a transaction could have saved
yers advocacy committee providing and regularly assist law, accounting expand their professional relation- his client money and time, Meltzer
pro bono legal services to victims of and pension firms in representing ships nationally. said, “A short-sighted, costly error can
the 9-11 disaster. Kennedy is also a their clients. Martone earned a bachelor’s degree occur when real estate lawyers, look-
member the board of the Point Look- from Lehigh University, a bachelor’s ing to avoid a title search fee, refuse
out Civic Association and a member of degree from New York Law School, to order a title commitment until a
the Class of 2012 of Energeia. and a juris doctor from New York Law transaction is under contract or at
Bond, Schoeneck & King PLLC School. He has authored and partici- least far along in negotiations. This
(Bond) is a law firm with 270 lawyers MICHAEL R. pated in many articles in his field as fee is nominal compared to the cost
representing companies, public and well as lectured on eminent domain of the legal time it can take to nego-
private institutions and individuals MARTONE and real property tax matters to bar tiate the title section in a contract to
in a broad range of practice areas. Koeppel Martone associations, appraisal societies and provide for the various outcomes of a
Bond has nine offices in New York & Leistman, LLP civic groups. title search, or to learn early on that
State and offices in Naples, Florida Koeppel Martone & Leistman, LLP the state of title is not suitable for the
and Overland Park, Kansas. is among the largest law firms in New purchase. The state of a title, includ-
York devoted exclusively to the field ing covenants, restrictions and ease-
Michael R. Martone is managing of real property valuation review and ments are sometimes the greatest im-
partner of Koeppel Martone & Leist- condemnation. It has been in exis- pediment to the transaction and may
man, LLP in Mineola. Admitted to the tence for more than 50 years and its preclude the purchaser from using the
RICHARD S. Bar of the State of New York in 1959, partners and associates combined property for its intended purpose.”
have over 150 years of experience. “Recently, a client in a competitive
KESTENBAUM Martone focuses his practice on tax
assessment review and condemnation. The firm’s lawyers are admitted to bid situation contacted me as the con-
Kestenbaum & “The impetus for any client seeking practice law in several states and, tract was issued,” Meltzer explained.
Mark my firm’s counsel is a concern that accompanied by a large staff of para- “I ordered title right away but before
their real property is not being as- legals with extensive experience in receiving title, I first had to review,
sessed fairly,” Martone said. “There- tax certiorari and condemnation law, revise and negotiate the contract in
fore, our first step is to determine have provided tax reduction and con- order to meet the time requirements
Richard S. Kestenbaum is a part- what unique characteristics and chal- demnation services for clients in all of of the transaction. The property pur-
ner at Kestenbaum & Mark in Great lenges their property possesses and these states. portedly included development rights
Neck. Kestenbaum practices in the or presents. We look at the physical that had been acquired from a neigh-
areas of federal and state civil and characteristics of the property, its lo- bor. When I received title, the doc-
criminal tax litigation, complex busi- cation, actual and potential vacancy uments on record revealed that the
ness litigation and corporate and real and occupancy issues, environmental GARY acquisition of the development rights
estate transactions. contamination, etc. We carefully ex- was not properly done. The fact that
In commercial real estate purchase plore and ask questions that may ul- MELTZER the development rights were not prop-
transactions, there are two issues timately set up an argument for over Meltzer, Lippe, erly acquired precluded my client
that need to be addressed, Kesten- assessment that, at first glance, may Goldstein & from moving forward. If I had title
baum said. not appear obvious.” Breitstone, LLP sooner, my client would have termi-
“The first is to be certain that the “The basic tenet that all real prop- nated discussions right away and
property can be used for the intended erty is unique very much applies to our saved several thousand dollars of con-
purpose, or if it cannot be, the client is area of practice,” Martone explained. tract review and negotiation time.”
aware of what has to be done to gain Martone is admitted to the U.S. Gary Meltzer is a partner and Meltzer is admitted to the New
that approval,” he said. “Some defi- District Court, Eastern, and Southern chair of Meltzer, Lippe, Goldstein York State Bar and the Connecticut
ciencies are easily cured and others Districts of New York, as well as the & Breitstone, LLP’s real estate law State Bar. He earned a bachelor’s de-
take a great deal of time to cure or U.S. Tax Court. He is AV rated by practice group. Meltzer’s practice is gree from Binghamton University and
cannot be fixed altogether.” Lexis Nexis-Martindale-Hubbell for a national commercial transactional a juris doctor from Cardozo Law School.
“The second issue to be aware of over 30 consecutive years. AV rating practice with an emphasis on selling, Meltzer, Lippe, Goldstein & Breit-
in investment properties is that the is the highest possible peer rating in buying, leasing and finance. stone, LLP (Meltzer Lippe) is one of
purchaser has complete clarity as to legal ability and ethical standards. Meltzer’s practice includes all as- the largest law firms on Long Island.
the income and expenses they should Martone is a member of the Nas- pects of commercial real estate acquisi- The firm’s practice encompasses all
fairly anticipate,” Kestenbaum noted. sau County, Suffolk County, New York tions and dispositions, including 1031 aspects of corporate and business law,
“The leases must be carefully ana- State, Florida State, District of Colum- exchanges, loan assumptions and de- tax law, employment and labor law,
lyzed and the projected income and bia, and American Bar Associations. feasances. He has prepared tenancy partnerships, limited liability com-
expenses known to the purchaser. A Throughout his career, Martone in common agreements, partnership panies and joint ventures, litigation,
8 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Commercial & Residential Real Estate Law
real estate, tax-exempt organizations, diligence, drafting and negotiating erties and has counseled his clients Siegelman earned a juris doctor
wills & trusts, estate planning & ad- sale-purchase agreements and han- in the development of their retail and from Boston University School of Law
ministration, bankruptcy, construc- dling all aspects of closing loan sale mixed-use projects. He has also han- and a bachelor’s degree from Queens
tion law, employee benefits and exec- and/or purchase transactions.‑ dled complex financing for borrowers, College. He is a member of the New
utive compensation and government including mezzanine and securitized York City Bar Association, member of
relations and regulatory affairs. loans, and advises clients in their or- the Zoning Board of Appeals for the
Meltzer Lippe’s real estate prac- ganizational structures. Village of Great Neck Estates, and is
tice group is a national commercial Maintaining an attorney throughout on the Board of the Long Island Divi-
transactional practice advising prom- JERRY an entire transaction is key to saving sion of the Jewish National Fund.
inent developers, financial institu- time and expense, Siegelman noted. For more than 48 years, Ruskin
tions, real estate investment firms, SIEGELMAN “One of my clients recently pur- Moscou Faltischek P.C., headquar-
real estate investment trusts and pri- Ruskin Moscou chased a commercial property,” he tered in Uniondale, has built a repu-
vate clients in the completion of so- Faltischek P.C. said. “Rather than having me perform tation as one of the region’s leading
phisticated real estate transactions, the lease reviews as part of due dili- providers of innovative legal services.
as well as commercial lending and gence, my client took it upon himself. Its attorneys are practical, experienced
borrowing. The practice includes all Following closing, I was asked to re- advocates who measure their success
aspects of commercial real estate ac- view one of the leases on a particular by their clients’ success. Cornerstone
quisitions and dispositions, repre- Jerry Siegelman is a partner at issue. In the course of my review, I groups in all major practice areas of
senting both landlords and tenants Ruskin Moscou Faltischek P.C. in discovered something else concerning the law are represented at the firm,
in office building, shopping center, Uniondale, where he is a member of certain reimbursements to the tenant, including corporate & securities, fi-
big box, triple net and industrial its real estate department. Siegelman which was overlooked. Had it been nancial services, commercial litigation,
park lease drafting and negotiations concentrates his practice on commer- discovered during due diligence, it intellectual property, health care, real
as well as mortgage and mezzanine cial real estate transactions, includ- could have been negotiated with the estate, employment, cybersecurity and
financing for similar properties. ing acquisitions, dispositions, portfolio seller as a credit at closing.” data privacy, energy, and trusts & es-
Meltzer Lippe also represents transactions, financing, leasing and Prior to joining the firm, Siegelman tates. Clients include large and mid-
sellers and purchasers of real es- development. Siegelman’s practice was a partner at Ackerman, Levine, sized corporations, privately held busi-
tate loans including performing due has focused on shopping center prop- Cullen, Brickman & Limmer, LLP. nesses, institutions and individuals.
9 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

cluded documents related to incorpo-

WHO’s WHO
ration of entities, business acquisi-
JAMES tions, consulting agreements, loan ap-
plications, and offering memoranda.”
ASHE, CPA, “We found that the officer breached
fiduciary duty by diverting investors’
MAFF, CFF funds to accounts controlled by him to
fund personal investments and to sup-
Marcum LLP
in Forensic Accounting
port his extravagant lifestyle,” Ashe
said. “Furthermore, he participat-
ed in self-dealing agreements to pay
James Ashe, CPA, MAFF, CFF is himself exorbitant and unwarranted
partner-in-charge of Marcum LLP’s consulting fees and forged or substi-
advisory services division and national tuted pages of legal documents to di-
Forensic accountants are involved in a wide leader of its forensics practice group. vert funds and gain voting control of
the business. Marcum concluded that
range of investigations. Business leaders/ With more than 20 years of diverse
these actions resulted in investors los-
forensic accounting experience, com-
owners rely on forensic accountants to analyze bined with 15 years of tax experience ing a large portion of their investment
in both international and regional ac- and millions in damages.”
and confirm complex financial transactions counting firms, Ashe has the unique Ashe earned a Master of Business
Administration in Accounting from
and numerical data. However, there are times ability to identify the strengths and
Pace University and a Bachelor of
weaknesses of business operations,
when forensic accountants are brought into the structure and evaluate specific trans- Arts in Sociology from Fairleigh Dick-
actions, and work with litigants and inson University. He is a member of
process too late and their discovers generate legal counsel on liability and damage many professional and civic associ-
costly results for the business leader/owner. aspects associated with legal actions. ations including American Institute
Ashe, who is also a member of the of Certified Public Accountants, New
firm’s marital dissolution and valua- York State Society of Certified Pub-
lic Accountants, National Association
In this Who’s Who in Forensic Accounting tion services practice groups, has been
of Certified Valuation Analysts, The
engaged in both consulting and expert
section, some of Long Island’s highly-regarded witness engagements, particularly Rafael Brenner Ashe Foundation and
ownership disputes, breach of con- Family Service League. 
forensic accountants describe a case they have tract, intangible asset related cases Marcum LLP is one of the largest
independent public accounting and
worked on — that if their client had approached (patent infringement, trade secrets,
advisory services firms in the United
customer lists), fraud investigations,
them earlier in the process — they could have professional malpractice and other States. Headquartered in New York
types of forensic analysis. City, Marcum LLP offers the resourc-
saved their client time and expenses. Ashe’s reputation goes beyond the es of 1,500 professionals, including
tri-state area. He is appointed by fi- more than 200 partners, in offices in
nancial institutions, insurance carri- major business markets throughout
ers, government agencies and other the U.S., Grand Cayman and China.
interested third parties to “look be- Marcum is a member of the Marcum
hind and beyond the numbers” to de- Group, an organization providing a
termine mismanagement or financial comprehensive range of profession-

INDEXINDEXINDEX fraud, calculate damages associated


with wrongful acts or losses, establish
al services spanning accounting
and advisory, technology solutions,
the basis and amounts of restitution wealth management, and executive
and seek and assist counsel in govern- and professional recruiting. The Mar-
9 JAMES ASHE, CPA, MAFF, CFF Marcum LLP ment claims. cum Group companies include Mar-
He has also been appointed by var- cum LLP, Marcum Technology LLC,
9 ANTHONY CARRELLA, CPA DSJCPA ious courts to perform special inves- Marcum Search LLC, Marcum Staff-
tigations and to assist as a receiver ing LLC, Marcum Financial Services
10 LOIS CLINCO, CPA, CFE EisnerAmper LLP LLC, and Marcum Bernstein & Pin-
and a neutral. He is a Master Analyst
10 HAROLD L. DEITERS III Baker Tilly Virchow Krause, LLP in Financial Forensics (MAFF), a cre- chuk LLP.
dential held by approximately 500
10 MICHAEL J. GARIBALDI, CPA/ABV/CFF/CGMA Israeloff, Trattner & Co., PC professionals in the United States due
11 ERIC KREUTER, PH.D., CPA, CGMA, CFE, CBA Marks Paneth LLP to the rigorous requirements to attain

11 STEPHEN LATUSO, CPA, CIRA, CTA WeiserMazars LLP


certification.
Marcum is often retained in an ad-
ANTHONY
12 IRA LEVINE Prager Metis, CPAs, LLC
visory role because of suspected mis- CARRELLA,
appropriations, operational inefficien-
12 JOSEPH MAMMINA, CPA Markowitz, Fenelon & Bank, LLP cies and lack of controls, Ashe said. CPA
“One such retention included inves- DSJCPA
12 LARRY MORIARTY KPMG LLP tigation of possible wrongdoing within
12 ELIZABETH M. OBERG, CPA, CFE Sanders Thaler Viola & Katz, LLP the operations of an investment bank-
ing business,” he said. “The litigation
13 YIGEL RECHTMAN, CPA, CFE, CITP, CISM Grassi & Co. stemmed from allegation of diversion Anthony Carrella, CPA is a partner
of owner capital contributions as well at DSJCPA in Massapequa. Carrella
13 MARK S. WARSHAVSKY, CPA/ABV/CFF, as client funds intended for invest- joined the company almost 10 years
CVA, CBA, ASA, CFE, MAFF, DABFA, MBA Gettry Marcus CPA, P.C. ments but diverted for personal gain ago as an entry level accountant and
of one of the two owner/officers.” has risen through the ranks to his
“Marcum traced flow of funds into current role.
and out of accounts of several related Carrella specializes in tax matters,
party entities established by the offi- as well as not for profit accounting,
cer to understand the source and use private foundations, nursing facilities,
of client funds,” Ashe explained. “This the for profit sector, S-Corporations,
included review of wire transfers, pay- real estate entities and food and bev-
ments to personal and business cred- erage enterprises. He performs foren-
it cards, and payments to unrelated sic audits, reviews, and compilations
third parties that benefitted the offi- for a full range of clients.
cer. Additionally, we reviewed several He is dedicated to the firm’s cross-in-
transactional and business documents dustry clients and maintains a proac-
to investigate any diversion of funds tive, diligent approach in his clients’
for non-business purposes. These in- financial needs, goals and challenges.
10 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Forensic Accounting
His expertise has also exposed addition, Clinco serves clients in other the United States, Baker Tilly is one
fraudulent activities within compa- sectors such as e-commerce/internet, of the top 15 accounting and advisory
nies. A recent case involved misappro-
priation of million of dollars.
leisure and recreation, and hotel and
lodging. Lois also has specialized ex-
HAROLD L. firms in the country. Headquartered
in Chicago, Baker Tilly is an inde-
“DSJCPA was engaged to assist in a
forensic audit/investigation after there
pertise in performing employee bene-
fit plan audits and assisting clients in
DEITERS III pendent member of Baker Tilly In-
ternational, a worldwide network of
Baker Tilly
was a defalcation discovery of approxi- CFO/controllership functions. independent accounting and business
mately $4 million by the company’s of- EisnerAmper’s forensic accounting, Virchow Krause, advisory firms in 133 countries, with
fice manager,” Carrella said. “Our pro- fraud detection and investigatory ex- LLP 27,000 professionals. The combined
cedures uncovered additional methods perience comes from working with worldwide revenue of independent
to defraud our client of additional com- both privately-held and Fortune 500 member firms is $3.6 billion.
pany and personal money, all carried companies in a variety of industries, Harold L. Deiters III is a partner
out by the company’s office manager.” investigating complex financial issues in the litigation and valuation ser-
“Through unauthorized payments and frauds on global and local levels, vices practice in Baker Tilly Virchow
to employees, for unapproved hours
and bonuses, as well as issuing checks
and providing expert testimony relat-
ing to the misconduct and resultant
Krause, LLP’s New York regional of- MICHAEL J.
fice. Deiters has vast experience in
to doppelganger company checking ac-
counts, the office manager was able to
economic damages, Clinco said.
“EisnerAmper’s team of forensic ac-
the areas of business appraisal and fo- GARIBALDI,
rensic accounting covering valuations
expand his fraud,” Carrella explained.
“In addition to the new company bank
countants and certified fraud examin-
ers conduct investigations in civil and
for matrimonial settlements, estate CPA/ABV/
tax purposes, gift planning, sharehold-
accounts, the office manager opened
a significant line of credit, under the
criminal lawsuits by working with
both in-house and outside counsel to
er disputes, buy/sell agreements and CFF/CGMA
complex forensic accounting projects. Israeloff, Trattner
company’s name — to float the monies perform fact finding, conduct inter-
His combined audit and investigatory & Co., PC
stolen to further conceal the fraud views, quantify losses, and document
skills result in meaningful solutions
from the owners.” our findings in independent expert
to economic damage and lost profit
“With additional procedures, we reports that can be used at trial or by
problems. Additionally, Deiters has
were also able to discover that the the prosecutor’s office,” she said. “Eis- Michael J. Garibaldi, CPA/ABV/
rendered his expertise in accounting
office manager expanded his fraud to nerAmper conducts internal and ex- CFF/CGMA is a shareholder of Israel-
and auditing for public and privately
one of the owner’s personal savings ternal investigation with many types off, Trattner & Co., PC. Garibaldi is
held companies, including manufactur-
account that had hundreds of thou- of organizations including public and responsible for client contact, develop-
ing, wholesale and retail distribution,
sands of dollars,” Carrella noted. private entities, nonprofit organiza- ment and satisfaction in providing the
professional service organizations and
Carrella earned a Bachelor of Sci- tions, and governmental entities.” firm’s range of services in accounting,
not-for-profit organizations.
ence Degree from City of New York, “For example, EisnerAmper’s fo- auditing, tax, computer and manage-
His thorough investigations have
Queens College. He is a Certified Pub- rensic services practice was retained ment consulting areas, in accordance
revealed unsuspected issues for many
lic Accountant in the state of New by a large international conglomer- with client needs. These responsibil-
clients, most recently through re-
York and a member of the American ate to assist in the collection of a $15 ities involve working closely with at-
search and analysis of a company.
Institute of Certified Public Accoun- million judgment held against an in- torneys as well as the chief executive
“We were retained to perform due
tant, New York State Society of Cer- dividual and certain related party en- and financial officers of the client.
diligence on a company (“Target Com-
tified Public Accountants, Association tities,” Clinco explained. “We helped The shareholder in charge of the
identify hidden assets and analyze pany”) our client (the “Buyer”) was
of Fraud Examiners and Health Care looking to purchase,” Deiters said. firm’s law firm services, forensic ac-
Compliance Association. financial books and records of over counting, litigation and valuation con-
25 related entities. Our team identi- “During our interview with the pres-
DSJCPA is a full service account- ident, chief financial officer (CFO), sulting group, Garibaldi is one of the
ing firm with a staff of highly trained fied and reconstructed related party industry’s leading law firm services
transactions, domestic and interna- controller and information technolo-
and dedicated accounting and book- gy officer (ITO), we discovered some experts, with a strong background
keeping professionals. The firm pro- tional wire transfers, and instances providing efficient and affordable
of comingled corporate and personal alarming breakdowns in internal con-
vides a wide range of accounting and trol. The interviews revealed that the solutions to the many complex issues
tax expertise to individuals, busi- finances. We assisted counsel with
ITO had digitally copied the signatures facing the legal profession today, in-
nesses, not-for-profit organizations, its legal claims related to fraudulent
of the president and CFO, which he cluding firm governance, partner com-
schools and other agencies. transfers, piercing the corporate veil
would use to put the dual signatures pensation and profitability issues. A
Launched in 1972, DSJCPA has and alter ego.”
required on business checks. The ITO Valuation and Litigation Support ex-
been built on the highest standards Clinco earned her bachelor’s degree
also had complete unsupervised access pert, Garibaldi specializes in assisting
of knowledge in the fields of business in accounting from Long Island Uni-
to the accounting software.” attorneys and their clients with the
management, financial planning and versity, C.W. Post. She is a member
In addition to the interviews of key financial aspects of a case throughout
taxes pertaining to estates, trusts and of the American Institute of Certi-
employees, we also reviewed the per- the litigation process, from contempla-
businesses, as well as individuals. fied Public Accountants (AICPA), New
sonnel records of the key employees,” tion of action through expert witness
From its offices in Massapequa, DS- York State Society of Certified Public
he said. “It was during this inspec- testimony. He brings an in-depth un-
JCPA serves clients throughout Long Accountants (NYSSCPA) and the As-
tion of the personnel records that we derstanding of the business and tech-
Island, the five boroughs of New York sociation of Certified Fraud Examin-
discovered the ITO was a disgrun- nical aspects of valuation, finance and
City, Westchester County, Connecti- ers (ACFE).
tled employee that had multiple com- accounting that is required in complex
EisnerAmper LLP is a premier ac-
cut and New Jersey. plaints about being underpaid. While litigation and arbitration cases.
counting and business advisory ser-
vices firm, and among the largest in we were not hired to find fraud in the Garibaldi’s areas of expertise in-
the United States with offices in New company through the process of our clude the management of a law prac-
York City; Syosset, NY; Pennsylva- due diligence we came across all the tice, the valuation of closely held
LOIS nia; Massachusetts; Connecticut; New characteristics of one.”
During the same due diligence, we
businesses, professional practices and
professional licenses in the context
Jersey; California; Florida; Israel; and
CLINCO, the Cayman Islands. The firm fea- also discovered by examination of the of a marital dissolution, shareholder
or partner dissolution/oppression ac-
tures 180 partners and principals and employee retirement plan that the Tar-
CPA, CFE approximately 1,300 professionals. get Company had not disclosed a short- tions, estate tax and planning, equita-
ble distribution, structuring buy/sell
EisnerAmper LLP EisnerAmper provides audit, ac- fall of over a million dollars in their de-
counting, and tax services, as well as fined benefit plan,” Deiters explained. agreements, personal injury, wrong-
corporate finance, including advising “Ultimately, with the issues in inter- ful death or termination, bankrupt-
on IPOs and M&A, as well as con- nal control and the discovery of a liabili- cy, business loss, breach of contract,
Lois Clinco, CPA, CFE is a part- ducting valuations and due diligence ty over a million dollars our client chose mergers and acquisition, sale, embez-
ner in the Private Business Services reviews; internal audit and risk man- to step away from the deal,” he said. zlement and fraud.
Group at EisnerAmper LLP in Syos- agement; litigation consulting and fo- Deiters is a member of the NYSSC- Fraud investigations involve a va-
set. Clinco’s experience encompasses rensic accounting; information tech- PA and the American Institute of CPAs. riety of steps designed to protect the
all aspects of accounting, including nology, and other professional ser- Baker Tilly Virchow Krause, LLP business, minimize disruptions and
audit, tax, consulting and financial re- vices to a broad range of clients across (Baker Tilly) is a nationally recog- preserve evidence, Garibaldi said.
porting. She has a particular focus in many industries, including services to nized, full-service accounting and ad- “Working together with legal coun-
real estate, specifically rental real es- more than 200 public companies. visory firm whose specialized profes- sel, thorough planning is a prerequi-
tate and Common Interest Realty As- sionals connect with clients and their site to launching a fraud investiga-
sociations (CIRAs), which includes co- businesses through refreshing candor tion,” he said. “The plan prioritizes
operatives, condominiums, homeown- and clear industry insight. With ap- investigatory tasks to facilitate an
ers associations and timeshares. In proximately 2,500 employees across interim report of findings, if required,
11 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Forensic Accounting
but also allows for revision. Tasks and marketing consulting, financial also a specialist in all facets of the international association for inde-
typically belong to three primary stag- and estate planning. construction industry. pendent business advisers, financial
es: interviews, whereby we interview The firm’s law firm services, foren- He is a Certified Public Accoun- consulting and accounting firms, fa-
third-party witnesses, corroborative sic accounting and business valuation tant in New York and Texas. He cilitates service delivery to clients
witnesses, possible co-conspirators groups were established specifically holds memberships in the Ameri- throughout the United States and
and the alleged perpetrator or perpe- to help attorney’s compete in today’s can Institute of CPAs, the New York around the world. In addition, readers
trators; evidence collection, whereby challenging legal environment. Due State Society of CPAs, the American of the New York Law Journal rank
we target both internal documents to the firm specializing in serving the College of Forensic Examiners Inter- Marks Paneth as one of the area’s top
and external records including per- legal profession, the firm can provide national, the Association of Certified three forensic accounting firms for the
sonnel files, internal phone records, specialized technical resources to sup- Fraud Examiners, the National As- fifth year in a row.
e-mail, financial records, security port all phases of the litigation process. sociation of Certified Valuation An-
camera tapes, and physical and IT Israeloff, Trattner & Co. is a mem- alysts, the Institute of Management
system access records, public records,
customer and vendor information,
ber of the Private Companies Practice
Section of the American Institute of
Accountants and the Center for Stra-
tegic Business Integrity.
STEPHEN
media reports, and private detec-
tive reports; and evidence analysis,
Certified Public Accountants Division
for Firms. The firm has received un-
He is also a Chartered Global Man-
agement Accountant (CGMA), a Certi-
LATUSO,
whereby we review and categorize the
information collected, conduct com-
qualified reports on each of its peer
reviews, which means that the firm
fied Management Accountant (CMA),
a Certified Financial Manager (CFM),
CPA, CIRA,
puter-assisted data analysis and test
various hypotheses.”
practices according to the highest
standards in its profession.
a Certified Fraud Examiner (CFE)
and a Master Analyst in Financial Fo-
CTA
WeiserMazars LLP
“Of course, we will document and rensics (MAFF). Dr. Kreuter is both a
track every step in the investigation Diplomat and Fellow of the American
to cover privileged or confidential
items; requests for documents, elec-
ERIC College of Forensic Examiners Inter-
national (DABFE, FECFEI), as well
Stephen Latuso, CPA, CIRA, CTA
is director and practice leader of the
tronic data and other information;
memoranda of interviews; and analy-
KREUTER, as a Senior Professional in Human Re-
sources (SPHR) and a Certified Board
Corporate Advisory and Restructuring
services group at WeiserMazars LLP
sis of documents, data, interviews and
conclusions drawn, Garibaldi noted.
Ph.D., CPA, Advisor (CBA).
He has testified in state courts and
in New York and Woodbury. Latuso
has considerable experience conduct-
“We then provide a report of our find- CGMA, CFE, the U.S. Bankruptcy Court, as well as ing forensic accounting, investigations,
ings. Confidentiality is paramount, arbitrations and depositions. He has estimating damages and lost profits,
and is a hallmark of our profession.” CBA written seven books, a number of book and preparing analyses of preferential
“Every company should take a pro- Marks Paneth chapters and numerous articles cover- transfers and fraudulent conveyances.
active stance toward risk management LLP ing a wide range of topics. He has prepared numerous ex-
to minimize its exposure to fraud loss- Dr. Kreuter served on the Amer- pert reports for litigation purposes as
es,” Garibaldi said. “But when fraud ican Board of Forensic Accounting well as for solvency and bankruptcy
slips through the cracks, a qualified Eric Kreuter, Ph.D., CPA, CGMA, of the American College of Forensic matters. Recently, he conducted a
expert can help ensure a timely and CFE, CBA is a partner in the finan- Examiners International and contin- forensic examination and operational
comprehensive investigation.” cial advisory services group at Marks ues to serve on the Editorial Advisory review of a non-profit organization
Accredited in business valuation Paneth LLP. Kreuter specializes in Board of the Forensic Examiner. He is whereby he and his team uncovered
and certified in financial forensics, litigation and forensic services includ- treasurer of the National Association fraud and provided recommendations
Garibaldi is a chartered global man- ing commercial damages and fraud for Poetry Therapy and past president to improve organizational perfor-
agement accountant and qualifies investigations. and board member of Hermandad, mance and governance.
as an expert witness on valuation Dr. Kreuter has worked in profes- Inc., a nonprofit community develop- WeiserMazars was also recently
matters in the Supreme Courts of sional services firms since 1983 and ment agency serving the southwest- engaged by the board of directors of a
New York, Nassau, Suffolk, Kings, has developed a keen sense of in- ern Dominican Republic. He is editor company to investigate the financial
Queens, Richmond, Orange, Mon- sight on topics that require thorough of the International Journal of Psy- activity of an insolvent business, La-
mouth and Westchester counties, and examination. chology Research. tuso said.
has been called upon by the courts “In a recent forensic case, I discov- Dr. Kreuter earned a bachelor’s de- “The company was depleted of vir-
to serve as a neutral expert. He has ered that a significant capital gain gree from Manhattan College, a mas- tually all funds, and the board sus-
lectured extensively on litigation ser- transaction had been reported twice by ter’s degree in industrial psychology pected that the cause of failure was
vices, and teaches his specialty to the trustee of a Trust,” he said. “The from Long Island University and a rooted in management’s incompe-
other professionals. impact was a depletion of well over $1 doctorate in clinical psychology from tence,” he said. “Soon after the CEO’s
Garibaldi and the firm have consis- million. This finding became addition- Saybrook University (now the Chicago dismissal, our firm worked alongside
tently ranked first in the New York ally timely because the Trust return School of Professional Psychology). a team of forensic accountants, con-
Law Journal Reader Rankings, or filed in which the duplicate reporting Marks Paneth LLP, whose origins ducting site visits to interview person-
among the top providers in their cat- occurred could be amended, but the date back to 1907, is an accounting nel, and gather key financial records
egories. Garibaldi was named Top Ac- expiry of the time period permitted by firm with more than 550 people, in- and digital evidence to understand
countant by The New York Enterprise the Internal Revenue Service would cluding over 70 partners and princi- what happened to the company’s cash.
Report in 2013. occur within six months by the time pals. The firm, with headquarters in The interviews provided valuable in-
Garibaldi is a member of many or- the error was discovered. I advised New York City and additional offices sight into the CEO’s past conduct that
ganizations including the Institute of counsel who added it to their plead- in Washington, DC, New Jersey, Long helped determine the critical areas for
Business Appraisers, the Association ings. I also reported it on an affidavit.” Island and Westchester, provides pub- investigation.”
of Certified Fraud Examiners, Amer- “The added finding, above the exist- lic and private businesses with a full “Upon performing a forensic review
ican Society of Appraisers, Long Is- ing indicia of fraud, could mean that range of auditing, accounting, tax, con- of the documents and records, it was
land Chapter of The American Society the Trust may be able to recoup the sulting, trade remediation and valua- clear that millions of company dollars
of Appraisers, American Institute of excess capital gain tax,” he explained. tion services as well as litigation and were being diverted to pay the CEO’s
Certified Public Accountants and the “Though the issue is part of a wider financial advisory services to domestic and other co-conspirators’ personal
New York State Society of Certified claim of mismanagement of the Trust, and international clients. The firm also expenses, including credit card, per-
Public Accountants. it demonstrates the importance of add- specializes in providing tax advisory sonal loan and mortgage payments,”
Israeloff, Trattner & Co., P.C., with ing value to a forensic investigation by and consulting for high-net-worth in- Latuso said. “Our team also discov-
offices in Garden City and New York thoroughly examining all documents dividuals and their families, as well ered that the CEO had systematical-
City, is one of the New York metropol- and the variety of factors associated as a wide range of services for interna- ly diverted funds, disguised as pay-
itan region’s leading professional ser- with proving loss causation.” tional, real estate, hospitality, media, roll and consulting services, to family
vice firms. The firm provides a wide “Metaphorically speaking, the case entertainment, nonprofit and govern- members, despite no evidence of any
range of services for individuals and depicts working with the blinders off,” ment services clients. The firm has a services being performed.”
businesses in a number of industries. Dr. Kreuter said. “Often, even trained strong track record supporting emerg- “Based on our findings, the board
Its services include accounting and experts can lose the big picture by ing growth companies, entrepreneurs, members agreed to turn the evidence
auditing, forensic accounting, fraud just focusing on main issues. Here, business owners and investors as they over to the FBI for further investiga-
engagements, business, professional the side issue proved quite valuable navigate the business life cycle. tion, Latuso said.
practice and license valuations, do- not only to the case, but, potentially, The firm’s subsidiary, Tailored Latuso also has extensive experi-
mestic and international tax planning to the Trust.” Technologies, LLC, provides informa- ence providing bankruptcy advisory
and compliance, merger and acquisi- Dr. Kreuter’s background also in- tion technology consulting services. and restructuring services to finan-
tion consulting, management consul- cludes management, human resources In addition, the firm’s membership cially distressed companies, lenders
tation, technology, human resources and other consulting services. He is in Morison International, a leading and creditors’ committees both in
12 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Forensic Accounting
Chapter 11 proceedings and out-of- Prager Metis is a Top 10 Interna- not find any fraudulent activity, we correspondent and retail transactions
court. He has been involved in merger tional firm and Top 100 U.S. account- were able to make several suggestions for indications of money laundering
and acquisition due diligence, pro- ing firm, with over 40 partners and to the owner about how he could mit- and terrorist financing; and managed
viding strategic and financial buyers principals, more than 225 team mem- igate the lack of segregation of duties. and coordinated multiple FCPA due
with business and financial analyses; bers, and eight offices worldwide in- We helped him put into place several diligence investigations for several
lender due diligence, providing collat- cluding New York, New Jersey, Los procedures that would enable him to multi-national companies with targets
eral reviews to secured lenders in con- Angeles and London. Clients come to have oversight over the bookkeeper located in China, Eastern Europe, and
nection with asset based loans; and Prager Metis for advice that protects while allowing her to do her job. In Latin and South America.
enterprise valuations. and grows the value of their world — the end, there were some additional “Recently, I assisted a regional
Latuso earned a bachelor’s degree whether that world is local or extends costs involved to implement the proce- bank with pre-acquisition due dili-
in accounting from Binghamton Uni- across international markets. dures; but, my client’s peace of mind gence for a planned acquisition of a
versity. He is a Certified Public Ac- The firm offers a full range of ac- is priceless.” consumer card portfolio,” Moriarty
countant in New York, Certified In- counting, audit, tax, advisory and Mammina earned a bachelor’s de- noted. “Specifically, KPMG helped
solvency & Restructuring Advisor and international services and serves a gree, with honors, from St. Joseph’s assess documentation related to the
Certified Turnaround Analyst. He is diverse domestic and international College. He is a member of the Amer- deal to determine the specific kind of
also involved with the Association for clientele in a wide range of industries. ican Institute of Certified Public Ac- products that were included and what
Insolvency and Restructuring Advi- Prager Metis CPAs, LLC was formed countants, the New York State Soci- features they contained. Our forensic
sors where he serves as a member of in 2013 by the combination of Prag- ety of Certified Public Accountants, team also did a detailed assessment
the board of directors. er and Fenton LLP and Metis Group the New York State Association of of back office functions proposed to be
WeiserMazars LLP, headquar- LLC — two highly-respected account- School Business Officials and the performed by the seller for a period of
tered in New York City, provides in- ing firms who found their deep-rooted Government Finance Officers’ Asso- time post acquisition. Our team iden-
sight and specialized experience in practices to be both philosophically and ciation. Mammina also serves on the tified numerous gaps and risks to our
accounting, tax and advisory services. culturally complementary. board of directors at the Southampton client in the deal documents and pro-
Since 1921, its skilled professionals Prager and Fenton has provided Business Alliance. vided recommendations for additional
have leveraged technical expertise expert accounting and advisory ser- He is also active in his community controls they client could consider and
and industry familiarity to create vices for nearly a century, focusing serving on the finance committee at propose back to the seller to protect
customized solutions to overcome cli- on the entertainment and music in- St. Louis De Montfort Roman Catho- their interests in the deal.”
ent challenges. As the independent dustry, professional practice firms, lic Church where he is an usher and Prior to joining KPMG’s forensic
U.S. member firm of Mazars Group, real estate groups, and private wealth a Eucharistic Minister. Mammina is practice, Moriarty worked in the audit
the firm has a global reach of nearly individuals. also the assistant scout master for practice with an emphasis on banking
17,000 professionals in more than 75 Founded in 1987, Metis Group is Boy Scout Troop 204 and raises funds and finance institutions specifically,
countries. Locally and international- known for their “team approach” to for the Leukemia Lymphoma Society credit risk management, trading oper-
ly, WeiserMazars LLP builds lasting creating financial security for their by running in the Walt Disney World ations and operations control process
relationships with its clients by ad- clients, and provides a full range of Marathon each year. analysis. While with KPMG’s assur-
dressing their particular needs, creat- accounting and tax services including Markowitz, Fenelon & Bank, LLP ance practice, he served in a senior
ing value and optimizing their organi- forensic accounting, business and stra- offers a broad range of services to a manager role for four years on the
zational performance. tegic planning, and litigation support. variety of businesses and industries Citigroup audit engagement team.
throughout Long Island and the Tri- Moriarty is a member of the Amer-
State area. The firm’s goal is to help ican Institute of Certified Public Ac-
JOSEPH clients achieve success in both their
business and personal lives. The firm
countants and American Institute
of Certified Fraud Examiners. He is

IRA LEVINE MAMMINA, offers accounting services through


Markowitz, Fenelon & Bank, LLP and
a certified public accountant, a cer-
tified fraud examiner and certified
Prager Metis,
CPAs, LLC
CPA financial planning services through
Raymond James to provide the guid-
in financial forensics. He earned a
bachelor’s degree in accounting from
Markowitz,
ance and counsel needed to help its cli- Siena College.
Fenelon & Bank,
ents focus on identifying and achieving KPMG LLP, an audit, tax and ad-
LLP
their financial goals. The credentials visory firm, is the U.S. member firm
and experience of its partners and staff of KPMG International Cooperative
Ira Levine is a director of licensing Joseph Mammina, CPA is a part- offer clients expertise in traditional (KPMG International). KPMG Inter-
and royalty compliance in the adviso- ner at Markowitz, Fenelon & Bank, accounting functions and in specialized national’s member firms have 174,000
ry department of Prager Metis CPAs, LLP in Riverhead. Mammina joined consulting programs. professionals, including more than
LLC. Levine has more than 30 years of the firm in 2001 after gaining exten- 9,000 partners, in 155 countries. Some
experience in the accounting industry. sive experience working from 1991 to or all of the services described here-
Levine specializes in royalty and 1995 at Kaufman Greenhut Liebowitz in may not be permissible for KPMG
compliance accounting, primarily in & Forman; Mahoney Cohen from 1995 audit clients and their affiliates.
the sports, media, and entertainment
industries. His additional fields of
to 1996; and Cullen & Danowski from
1996 to 2001. Mammina established
LARRY
expertise include music, publishing, his practice at the firm by providing MORIARTY ELIZABETH
toys, apparel, gaming, licensing, and income tax planning for closely-held KPMG LLP
academics. Areas of concentration
include royalty audits, licensing ex-
businesses and their owners, and
tax-consulting services in the areas M. OBERG,
aminations, contract analysis, expert
testimony, compliance administration
of business acquisitions/dispositions
and real estate transactions. He also CPA, CFE
and business valuation. created a niche in non-profit and gov- Larry Moriarty, based in Mel- Sanders Thaler
Levine had built a solid practice ernmental accounting and auditing, ville, is a director in KPMG’s finan- Viola & Katz, LLP
on the strength of his work ethic, in- especially “yellow book” audits and cial crimes and enforcement practice.
tegrity and responsive service. Hav- consultation with rules and regula- With 12 years of forensic accounting
ing merged his practice, Compliance tions for governmental entities. experience, Moriarty has led and as- Elizabeth M. Oberg, CPA, CFE is
Division, with Prager Metis he ex- As one of the firm’s audit part- sisted on numerous engagements in- a senior associate at Sanders Thaler
panded his ongoing commitment to ners, Mammina is also responsible for volving sanctions reviews, BSA/AML Viola & Katz, LLP in Jericho. Oberg
provide his clients with the best pos- helping to maintain the firm’s quality regulatory risk assessments, transac- joined the firm in 2012 and is respon-
sible services and personal attention. control policies and procedures. With tion monitoring, and financial state- sible for communicating with clients
Levine frequently lectures and writes more than 20 years of professional ex- ment fraud. and informing partners of current cli-
for various groups and publications. perience, he provides expert advice to Moriarty has years of investiga- ent activity. She prepares year-end
He earned a bachelor’s degree in ac- each situation. tion and integrity advisory service closings for corporations and partner-
counting from State University at Alba- “Not too long ago, a client asked me experience serving management and ships, as well as tax returns for indi-
ny, New York. He is a member of many to review the internal controls of his boards. Over the past year, he assist- viduals, corporations, partnerships
professional organizations including the company,” he said. “He made it clear ed a large U.S. bank with addressing and non-profit organizations.
American Institute of Certified Public that he did not suspect there was any- consent order letter risks covering is- Oberg prepares audits, review and
Accountants, New York State Society of thing going on, he was just looking for sues in the BSA/AML and OFAC com- compilations, prepares PBC (Provided
Certified Public Accountants, Licensing some reassurance. Like most small pliance areas. Moriarty also assisted by Client) lists and confirmation re-
Executive Society and Licensing Indus- companies, my client has a bookkeep- a global bank and managed a team quests as needed. She also prepares
try Merchandiser’s Association. er that ‘does it all.’ Although we did of BSA/AML investigators reviewing financial statements and management
13 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Forensic Accounting
representation letters, proposes adjust- versity, New York campus where he to an independent blog dedicated to
ing journal entries and discusses audit
findings with clients, and identifies and
YIGAL teaches forensic accounting, auditing
and accounting information systems,
users of this product. Commenting on
the blog was a former employee of the
communicates accounting and auditing
matters to managers and partners.
RECHTMAN, in both the graduate and undergrad-
uate programs. He lectures in schools
Debtor discussing its warranty policy.
The former employee was also venting
Oberg performs analytical proce-
dures/analyses to detect unusual fi-
CPA, CFE, and other venues about technology
assurance, forensic accounting and
over losing his job and said that, on
the last day of business, inventory was
nancial statement relationships.
Oberg began her career in 2006
CITP, CISM information systems.
Rechtman is a member of the
moved to another company at no cost.
He suspected that this other company
Grassi & Co.
and it was at this first place of em- American Institute of Certified Public was affiliated with the Debtor.”
ployment where she undertook her Accountants (AICPA), and a certified “During my financial investigation,
first forensic accounting project. Yigal Rechtman, CPA, CFE, CITP, member of the Association for Certi- I analyzed the accounts receivable of
“We had to go through years of CISM is a principal in Grassi & Co.’s fied Fraud Examiners (CFE). He is the Debtor and identified a write-off
bank statements for quite a few ac- forensics and litigation practice. also a Certified Information Technol- of over $1 million to one customer,”
counts in order to track all the money Rechtman specializes in fraud inves- ogy Professional (CITP) and a Certi- Warshavsky said. “Further investiga-
and determine where all the funds tigation and forensic accounting, infor- fied Information Security Manager tion revealed that this was the same
came from and went,” she said. “It mation technology, data mining, com- (CISM) by the Information System company that received the inventory
was time consuming and tedious at puter aided auditing, statistical analy- Audit & Control Association. at no cost. With court intervention, I
times but that is what first piqued my sis, and internal controls. He manages He earned a bachelor’s degree in obtained the relevant documents and
interest in becoming a CFE. I enjoyed engagements of forensic accounting, computer science from New York Uni- discovered that the company was pre-
making sure our clients weren’t being electronic discovery and analysis, versity and a master’s degree in ac- viously owned by the same individual
taken advantage of. search for assets and income sources, counting from Pace University. as the Debtor, but subsequently sold
“While my certification is fairly operational analysis, and financial au- Grassi & Co. is the 70th largest his interest to his son just prior to the
new, I have learned one of the most dits. These engagements include fraud firm in the U.S., according to INSIDE bankruptcy filing. This company had
important things — in any audit — investigation, litigation support, evalu- Public Accounting. The firm is a pre- been receiving inventory at below cost
is to understand the nuts and bolts ation of internal controls, risk analysis, mier professional service organiza- or free for years.”
of the entity and the individuals in- computerized information systems eval- tion specializing in accounting, au- “My thorough investigation forced
volved,” Oberg said. “You need to un- uation, HIPAA compliance, SSAE 16 diting, tax, technology, and business a favorable settlement allowing the
derstand the industry that you’re in- and SOX 404 testing. consulting services. Grassi & Co. has Creditors to receive additional pro-
volved in. One of the best tools to as- Rechtman’s experience is in a wide offices in Manhattan, Long Island and ceeds from the Debtor and the related
sist in analyzing accounts is the ratio range of industries including health- Rockland County, NY, as well as in- company,” he said.
analysis, which measures relation- care, real estate, construction, profes- ternationally through its association Warshavsky has served as an ex-
ships in financial statements. It is a sional services, not-for-profit, technol- with Moore Stephens International. pert witness and consultant in both
useful tool to understand the compa- ogy, closely held companies, ERISA Grassi & Co. specializes in profes- state and federal courts, as well as
ny, where it has been and where it’s plans and education. sional services for the not-for-profit, in arbitration cases. He has been se-
Grassi & Co. has the expertise to in- construction, architecture & engineer- lected as a court appointed neutral
going. I hope to expand my knowledge
vestigate intricate matters that reveal ing, financial services, life sciences, expert and arbitrator, and is approved
and experience in the future with my
underlying facts, Rechtman explained. manufacturing & distribution, retail, to accept appointments as an accoun-
CFE license.”
“We recently handled several technology, media & telecommunica- tant and business appraiser in several
Oberg also trains and supervises
multi-million dollar accusations be- tion, transportation, energy & natural counties of New York State pursuant
new employees and interns. She is
tween business partners,” he said. resources, and healthcare industries, to NYS Part 36 of the Rules of the
in charge of the firm’s Young CPA
“This happens more frequency than is among others. Chief Judge.
Committee.
generally known. We often find that His engagements have included
Prior to joining the firm, she was a
the business records are incomplete or cases involving lost profits and com-
senior accountant at a large Long Is-
land-based accounting firm where she manipulated.” MARK S. mercial damage modeling, sharehold-
This is not the end of the challeng- er and partnership disputes, intel-
was responsible for audits of develop-
es, said Rechtman, “To complicate
WARSHAVSKY, lectual property disputes, contract
ment stage companies and medical de-
vice companies; and for performing ana- matters – some of these businesses CPA/ABV/CFF, litigation, marital dissolutions, fraud
partners are married to each other.” investigations, business bankruptcy,
lytical procedures/analyses to detect un-
Rechtman and his team focus on
CVA, CBA, ASA, estate litigation, and gift and estate
usual financial statement relationships.
Oberg earned a bachelor’s degree
finding solutions that could suit the CFE, MAFF, tax filings, among others.
negotiations and the courts: “Invari- Warshavsky is a member of several
in accounting from State University
ably one partner accused the other DABFA, MBA professional organizations within his
of New York at Old Westbury. She Gettry Marcus discipline, including serving as a past
of wrong doing,” he said. “What we
received a CFE License in 2014 and a chairman of the business valuation
sometimes wind up doing is to recon- CPA, P.C. LLP
CPA license in 2010. committee for New York State. He
struct all the records from banks and
She is a member of the Association also serves on the editorial advisory
loan agreements. This way, the ma-
of Certified Fraud Examiners; New Mark S. Warshavsky, CPA/ABV/ board of several national journals, for
nipulation was obvious and the truth
York State Society of CPAs (secre- is revealed.” CFF, CVA, CBA, ASA, CFE, MAFF, which he peer reviews articles sub-
tary of the NYSSPCA Financial Lit- The background in accounting and DABFA, MBA is partner-in-charge mitted for publication in the areas of
eracy Committee and co-chair for the audit is key, but there is a lot more to of Gettry Marcus CPA, P.C.’s Busi- business valuation, forensic account-
NYSSPCA Womens Focus Group); it than debits and credit, Rechtman ness Valuation and Litigation Services ing, litigation support and expert wit-
and American Institute of Certified notes, adding that “in a sense, we ap- Group, one of the largest in the New ness services. He was a contributing
Public Accountants. plied audit techniques, but we don’t York metropolitan area, with multiple author of the book Financial Foren-
Sanders Thaler Viola & Katz, LLP just ‘sample’ or ‘test.’ credentialed business valuation pro- sic Body of Knowledge, published by
(STVK) offers a full spectrum of ac- Every angle and every direction fessionals and a team of forensic ac- Wiley in 2012. Warshavsky was also
counting and tax services, with a of a claim is checked. “To avoid any countants. Warshavsky is also a mem- awarded The CPA Journal’s 2013
hands-on approach for all of its cli- questions about our confidence in the ber of the firm’s Executive Committee. Max Block Award for Outstanding
ents. This includes general income tax results, we compiled 100% of the re- He has been retained by law firms, Article, in the category of Informed
preparation for individuals and all cat- cords,” he said. “The resulting analysis businesses, financial institutions, in- Comment, for his article “The Role
egories of business, as well as special- enabled us to assist the lawyers in es- surance companies, trustees, receivers of the Forensic Accountant in Litiga-
ized practices like IRS and State tax tablishing who did what.” and individuals to provide services in tion Cases,” published in the journal’s
grievances, for which STVK has an Rechtman was selected as one of diverse areas of forensic accounting June 2013 issue. Warshavsky was
entire division. Additional niche areas the 2015 “Top 10 Public Accounting and business valuations, including also a featured guest on WNYW-TV
include gift, trust and estate planning Professionals” in New York by The complex litigation assignments. Fox 5’s Good Day New York discuss-
and filings; entertainment related National Academy of Public Account- As an example of his prior accom- ing “Tips on Uncovering Hidden As-
fields; and personal business manage- ing Professionals. He is the author of plishments, Warshavsky’s expertise sets During a Divorce.”
ment. The firm also provides financial articles focusing on issues in infor- exposed fraudulent behavior in a case Warshavsky is a national in-
statement preparation, tax planning, mation technology, fraud, account- where he represented the Creditors in structor for National Association of
audit services and monthly accounting/ ing, attest and audit, and is an active a federal bankruptcy proceeding. Certified Valuators and Analysts
bookkeeping services. STVK’s part- member of the editorial board of the “The bankrupt company (“Debtor”) (NACVA), and has lectured to its Con-
ners and professionals maintain con- CPA Journal. was a distributor of athletic equip- sultants Training Institute. In addi-
stant communication and respond in a Rechtman is also a professor at the ment,” Warshavsky explained. “My tion, he has lectured to a variety of
prompt and professional manner. Lubin School of Business, Pace Uni- initial non-financial investigation led groups including several state CPA
14 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Forensic Accounting
societies, the American Institute of and he was a founding member of NA- overall superior financial and oper- to commercial businesses and high
CPAs, and other professional organi- CVA’s Forensic Accounting Academy. ational performance on more than net worth individuals from various
zations, covering business valuation Gettry Marcus CPA, P.C., was 70 IPA criteria. Gettry Marcus is a industries, including real estate and
and forensic accounting topics. War- named to INSIDE Public Account- Top 200 firm nationally with offices health care. The firm has one of the
shavsky has been presented with the ing’s Best of the Best Firms list for in Woodbury, Long Island and New premier and most credentialed busi-
Instructor of Exceptional Distinction 2016, which honors only 50 CPA York City. The firm provides ac- ness valuation and litigation groups
Award by NACVA for several years firms across the country for their counting, tax, and consulting services in the New York area.
15 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’s WHO
in Intellectual Property, Labor Law
STEWART
BELLUS
Collard & Roe,
P.C.
He also has been active in the In-
ternational Trademark Association
(INTA), serving for many years as a
member of the Trademark Reporter
Editorial Board, Academic Committee
and Trademark Office Practice Com-
mittee, and is currently a member of
the Community Trademark sub-com-
mittee specializing in European Com-
Intellectual property (IP) and labor/ munity law. He frequently lectures to
bar, business and school groups; has
employment law attorneys are monitoring been an adjunct professor at Touro
Stewart Bellus is senior trademark
developing issues within their niche practice attorney at Collard & Roe, P.C. in Law School and Trademark Law sym-
posium at Cardozo Law School; and
areas as 2016 moves forward. Roslyn and has practiced intellectu-
served as a judge during many moot
al property law for more than three
decades. His practice encompasses court competitions.
Bellus is consistently ranked in the
In this Who’s Who in Intellectual Property all aspects of U.S. and foreign trade-
top 25 attorneys in the world in the
mark law, including clearance, prose-
and Labor Law section, some of Long Island’s cution, policing, counseling, licensing number of trademark applications
filed at the U.S. Patent and Trade-
leading IP attorneys discuss the requirements and litigation, as well as the filing
mark Office.
and prosecution of oppositions and
for safe-harbor protections against copyright cancellations. Bellus often writes articles for
leading legal publications, and also
infringement, as well as the registration of Bellus has represented a wide
finds time for writing fiction. Several
range of clients, including a well-
disparaging trademarks —two issues Intellectual known U.S. bank seeking registra- of his short stories have been pub-
lished in literary magazines, and he
Property Watch, a non-profit independent tions in over 60 countries, a lead-
provided the winning short fiction
ing international seller of artificial
news service, highlights as being among the nail care products, a major German entry in the “Stuart Stiller Writing
Competition” sponsored by the D.C.
top IP issues to watch in 2016. This section chemical company, and a well known
Bar Association. Last year, he pub-
non-profit organization dedicated to
also reveals recommendations that some of the animal adoption. lished his first novel, his “favorite
writing endeavor ever.”
region’s top labor law attorneys are making to Like in any field, there are many
Collard & Roe, P.C. is an intellec-
new hot issues that capture the at-
employers after the amendment to NYS’ Equal tention of trademark practitioners tual property law firm representing
Pay Law went into effect January 19, 2016. and writers, Bellus said. However, he clients since 1966 in patent, trade-
noted, that one “old” issue has become mark and copyright law. The firm
more crucial now than ever before. serves clients in the United States
“The most underappreciated as- and throughout the world in all as-
pect of intellectual property protection pects of intellectual property. From its
is the need for businesses to choose historic involvement in the patenting
and clear trademarks carefully before of PVC (polyvinyl chloride) decades
starting to market and manufacture ago, to current work with a global net-
INDEXINDEXINDEX products,” he said. “A trademark often
is the most valuable asset a company
work of patent and trademark attor-
neys across more than 70 countries,
owns because it identifies the source the firm is uniquely qualified to han-
of goods and distinguishes products dle a wide range of intellectual prop-
15 STEWART BELLUS Collard & Roe, P.C. from those of competitors. A careless erty issues. Since 1966, Collard and
selection of a mark, or a business Roe has obtained more than 10,000
15 ANTHONY BENNETT Hoffmann & Baron, LLP patents and 17,000 trademarks for
owner’s statement that ‘I did my own
16 BRIAN BLOOM Moritt Hock & Hamroff LLP research and didn’t see any problems,’ clients, and continue to support in-
often leads to wasted time and money, novation with a continuous stream of
16 JOHN A. DeMARO Ruskin Moscou Faltischek, P.C. not to mention unwanted litigation.” new filings. With an average of more
“Few events in marketing a new than 20 years of experience, each of
18 JONATHAN FARRELL Meltzer, Lippe, Goldstein & Breitstone, LLP the firm’s attorneys serve clients of
product are more painful than in-
18 RICHARD S. FINKEL Bond Schoeneck & King PLLC vesting large sums in a promotional all sizes with legal and technological
campaign, or preparing packaging, skill in areas such as biotechnology,
18 GREGORY A. GILLEN Lamb and Barnosky, LLP and having to start all over because chemistry, computer programming
someone else has used a mark first,” and engineering.
19 PAUL S. LINZER Certilman Balin Adler & Hyman, LLP
Bellus noted. “This is far more like-
19 GREGORY S. LISI Forchelli, Curto, Deegan, Schwartz, Mineo & Terrana, LLP ly nowadays because searching is so
easy on the internet. As the process
20 CHRISTINE MALAFI Campolo, Middleton & McCormick, LLP

20 KIMBERLY B. MALERBA Ruskin Moscou Faltischek, P.C.


of clearing and assessing risk of new
marks is not overly expensive, this ANTHONY
20 JOSEPH O. McPARTLAND Carter, DeLuca, Farrell & Schmidt, LLP
initial step should not be overlooked.”
Prior to joining Collard & Roe, Bel- BENNETT
lus was an associate at an intellectual Hoffmann &
21 GREGORY MILLER Rivkin Radler Baron, LLP
property boutique in New York City.
22 DOMENIQUE CAMACHO MORAN Farrell Fritz, P.C. Prior to that, he served for five years
as an examiner at the U.S. Patent and
22 CRAIG M. SPIERER Harris Beach PLLC Trademark Office, earning the highest
22 MARK E. SPUND Davidoff Hutcher & Citron LLP ratings possible throughout his tenure. Anthony Bennett is a partner in
He also was selected for several special Hoffmann & Baron, LLP’s Syosset
23 SHARON STILLER Abrams, Fensterman, Fensterman, Eisman, Formato & Wolf, LLP details and projects with the Trade- office and has extensive experience in
mark Trial and Appeal Board, the Of- obtaining patents, trademarks, and
23 LAWRENCE TENENBAUM Jaspan Schlesinger LLP
fice of the Assistant Commissioner for copyrights and related litigation. His
23 A. JONATHAN TRAFIMOW Moritt Hock & Hamroff LLP Trademarks and the Office of Solicitor. practice includes rendering patent va-
In 1988, he received a U.S. Department lidity and non-infringement opinions,
24 EDWARD A. TREVVETT Harris Beach PLLC of Commerce Bronze Medal Award for drafting and prosecuting patent appli-
24 ERYN Y. TRUONG Campolo, Middleton & McCormick, LLP superior federal service. In his earliest cations, and inter-partes patent and
days of legal practice, before becoming trademark matters.
26 JAMES VERSOCKI Archer, Byington, Glennon & Levine, LLP involved in trademark law, Bellus was Bennett also has significant expe-
an assistant attorney general in Flor- rience in trademark matters, which
26 KEITH WELTSCH Scully, Scott, Murphy & Presser, PC ida, representing the state in criminal include counseling clients on brand
and constitutional law appeals. selection, conducting trademark clear-
16 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Intellectual Property & Labor Law
ance investigations, and prosecuting the Stony Brook University Chapter said. “Lacking the ability to expedi- firm for more than 20 years and is chair
trademark applications. He also has of the National Academy of Inventors. tiously remove infringing content can of its intellectual property group, and a
experience in appeals before the Court Hoffmann & Baron, LLP serves cli- present significant legal problems. member of the litigation department.
of Appeals for the Federal Circuit and ents in all major scientific and engi- Since online content continues to ex- DeMaro is a leading intellectual
the United States Supreme Court. neering fields including biotechnolo- pand, it is not surprising that it is property attorney, recognized in the
Bennett is admitted to practice gy, pharmaceuticals, medical devices, no longer maintained by a single en- field for his work on complex transac-
in the states of New York and New chemical, organic and inorganic chem- tity. Thus, controlling that informa- tional matters and dispute resolution.
Jersey and before the United States istry, biochemistry, electrical, mechan- tion now depends on carefully drafted He represents and advises clients in
District Court for the Southern and ical, electro-mechanical, consumer agreements between companies and connection with all conceivable in-
Eastern Districts of New York, United products, drug delivery systems, mo- their service providers.” tellectual property issues, including
States District Courts of New Jersey, lecular biology, genomics, proteomics, “Furthermore, while the Internet trademark, copyright, licensing, new
United States Court of Appeals for bio-affecting agents and delivery sys- broadens a business’ opportunities for media, privacy, Internet, domain
the Federal Circuit, Supreme Court tems, petroleum processing and prod- growth, it also presents new ways for name, unfair competition, trade se-
of the United States. He is also reg- ucts, computers, software, optics, la- them to infringe,” Bloom noted. crecy and technology-transfer matter.
istered to practice before the United sers, and e-commerce, among others. Disparaging Trademarks will also be He has represented clients before the
States Patent and Trademark Office. a hot topic to watch, Bloom explained. U.S. Patent and Trademark Office,
He earned a juris doctor from Hof- “In re Tam, 808 F.3d 1321 (Fed. Trademark Trial and Appeal Board
stra University School of Law and a Cir. 2015) has opened the door to re- and the U.S. Copyright Office.
verse the decision in Pro-Football, Inc.
bachelor’s degree in mechanical engi-
neering from the University of Notre BRIAN v. Blackhorse, 112 F. Supp. 3d 439
DeMaro supervises the firm’s in-
ternational trademark practice and
Dame. Prior to earning his law de-
gree, Bennett worked as an engineer BLOOM (E.D. Va. 2015), but businesses should
still be careful when choosing a mark
advises clients regarding worldwide
intellectual property matters. He also
for Grumman Aircraft Systems and Moritt Hock & to represent themselves,” he said. has substantial experience in connec-
Festo Corporation. Hamroff LLP “The use of disparaging marks may tion with the drafting and negotiating
Hoffmann & Baron, LLP is a still be deemed unprotectable. Acquir- of software, Internet, and technolo-
full-service intellectual property law ing secondary meaning for words that gy-related agreements. He has litigat-
firm that specializes in prosecution, rile the public may be difficult. Busi- ed intellectual property and complex
counseling, licensing, and litigation of Brian Bloom is a partner at Moritt nesses will need to prove that a dis- commercial matters on behalf of na-
patent, trademark, and copyright-relat- Hock & Hamroff LLP in Garden City. paraging mark has moved beyond its tional and regional clients in federal
ed issues worldwide. The firm’s practice Bloom has more than10 years of ex- derogatory connotation and has come and state courts.
also includes trade secrets, technology perience in handling all facets of com- to be associated with their brand.” He has represented some of the
transfer, and unfair competition. plex litigation, intellectual property Bloom earned a juris doctor, world’s leading suppliers of celebrity
With offices in Syosset, New York and licensing matters. magna cum laude, from Hofstra Uni- images and photography and focuses
and Parsippany, New Jersey, Hoff- The scope of his practice is diversi- versity School of Law and a bache- on the representation of individuals
mann & Baron, LLP serves clients fied, and includes counseling emerging lor’s degree, with distinction, from and companies involved in publish-
throughout the United States and in- brands and Fortune 500 companies, Cornell University. ing, music, television, and Web‐based
ternationally. Clients include individ- telecommunication companies, phar- He is admitted to practice in New businesses. He has also handled the
uals, entrepreneurial firms, univer- maceutical companies, major record York. He is also admitted before the negotiation and documentation of a
sities, national research laboratories, companies’ merchandising affiliates, U.S. District Courts for the Eastern, wide range of transactions in the en-
and multinational corporations. photographers and authors with re- Western, Southern and Northern Dis- tertainment area.
The firm’s attorneys possess ex- spect to a diverse range of intellectu- tricts of New York, as well as the Dis- A development of top concern in
pertise in the acquisition, protection al property matters. Bloom also rep- trict of Columbia and the Second Cir- the field of trademark law is the ex-
and strategic planning for all forms of resents large and small merchandising cuit Court of Appeals. panding power of the Trademark
intellectual property. The firm is es- companies with respect to entertain- Bloom is a member of the Ameri- Trial and Appeal Board (TTAB) in
pecially experienced in acquiring pat- ment related litigation and complex can Bar Association, the New York Bar determining important trademark is-
ent protection, trade secret protection, corporate transactions involving intel- Association’s Committee on Entertain- sues, DeMaro said.
copyright protection, and establishing lectual property issues. His practice ment, Arts and Sports Law, and the “The March 2015 U.S. Supreme
appropriate and related trademark, includes the representation of a vari- Nassau County Bar Association. He is Court decision in B&B Hardware,
brand, and trade dress protection. ety of clients in civil litigation involv- a member of the Copyright Society of Inc. v. Hargis Industries, Inc. held
The firm has a robust Inter Partes ing claims of copyright and trademark the United States of America and also that courts should give serious weight
Review (IPR) practice. IPRs are a rel- infringement, counterfeiting, trade serves as an executive board member of to certain TTAB decisions,” he said.
atively new vehicle to attack the va- dress, false advertising, unfair compe- the music and entertainment commit- “The TTAB is an administrative board
lidity of patents in the US Patent Of- tition, right of publicity, privacy, and tee of the City of Hope. within the U.S. Patent and Trade-
fice without having to go to a Federal defamation. Bloom has pursued cyber- Moritt Hock & Hamroff LLP, estab- mark Office. Within its limited au-
District Court and to stay a Federal squatters in federal court, ICANN ar- lished in 1980, is a full-service, AV-rat- thority the TTAB determines whether
District Court action for infringement bitration proceedings, and in complex ed commercial law practice with offices a trademark should be refused feder-
while the US Patent Office reconsid- WIPO actions. on Long Island and Manhattan. The al registration based on a likelihood
ers the merits of validity/invalidity of In addition, Bloom counsels clients firm’s practice areas include: alterna- of confusion with other marks. Be-
the patent(s) in issue. in regard to the risk assessment is- tive dispute resolution, commercial fore- fore the Supreme Court’s B&B Hard-
In addition to enforcing and de- sues of trademark and copyright use closure, commercial lending & finance, ware decision in 2015, certain TTAB
fending its clients’ rights in the and licensing, franchise agreements, construction & surety, copyrights, trade- decisions had questionable weight.
areas of patents, trademarks, and on-line business operation, branding, marks & licensing, corporate & secu- The full effect of the Supreme Court
copyrights, Hoffmann & Baron pro- marketing partnerships and sponsor- rities, creditors’ rights & bankruptcy, decision is not yet known, but it is
vides counseling regarding a variety ship agreements. He negotiates and cybersecurity, employment, equipment likely that TTAB proceedings will be-
of other legal issues associated with drafts a variety of agreements includ- & transportation leasing and finance, come more expensive and complex
technology development. For example, ing developer agreements, work-for- healthcare, landlord & tenant, litiga- as parties seek to ensure that they
the firm’s attorneys counsel clients hire agreements, buy-sell agreements, tion, marketing, advertising & promo- are on the ‘right’ side of a potentially
concerning technology licensing, tech- recording, software license, joint ven- tions, not-for-profit, patents, real estate, game-changing TTAB decision.”
nology transfer, patent infringement, ture, trademark licensing, film finance tax, and trusts & estates. “Alternatively, parties may opt to
patent validity, and software protec- and option, and reality television par- avoid TTAB altogether and seek rul-
tion and licensing. The firm is also ticipation and development agree- ings in the federal courts – a differ-
experienced in all phases of intellec- ments. Bloom also has a sophisticated ent and even more expensive alterna-
tual property litigation, post grant copyright and trademark filing and tive,” DeMaro noted. “We will know
inter-parties matters, and oppositions prosecution practice before the United JOHN A. more in 2016.”
in the United States and abroad.
The firm is active in the Long Is-
States Copyright Office (USCO) and
the United States Patent and Trade- DeMARO DeMaro earned a juris doctor from
St. John’s University and a bachelor’s
land community making presenta- mark Office (USPTO) and the Trade- Ruskin Moscou degree, cum laude, from State Univer-
tions at local entrepreneurial events, mark Trial and Appeal Board (TTAB). Faltischek, P.C. sity of New York at Albany.
e.g., BNL’s Entrepreneur Workshop Technology continues to evolve DeMaro served as an editor of the
Series, and the Center of Excellence making newer and easier methods to St. John’s Law Review, as well as the
in Wireless and Information Technol- disseminate information, Bloom said. New York International Law Review.
ogy (CEWIT) Conference; and coach- “As companies take advantage of John A. DeMaro is a partner at He has also taken classes focusing on
ing technology teams at SUNY’s Boot innovation, they will need to be dili- Ruskin Moscou Faltischek, P.C. in Leadership and Management at Har-
Camp. The firm is also a supporter of gent in preserving their control,” he Uniondale. DeMaro has been with the vard Business School.
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WHO’SWHO
in Intellectual Property & Labor Law
He is a member of the New York within the same region, i.e. county). Lawyer in the area of labor and em- employers previously unaware that
State Bar Association’s Intellectual And lastly, penalties faced by employ- ployment law. Upon graduation from the National Labor Relations Act pre-
Property section, the Nassau County ers have increased from 100% of un- Hofstra University’s School of Law, cluded them from utilizing and enforc-
Bar Association’s Intellectual Prop- paid wages to 300%.” he received the university’s Award ing a ‘wage-secrecy’ policy prohibiting
erty section and the Columbian Law- Employers are now facing three for Excellence in the field of labor and employees from discussing, inquiring
yers Association of Nassau County. times the amount in damages and employment law and the Industri- about, or disclosing information relat-
He serves on the board of directors should pursue remedial measures, al Relations Research Management ed to their wages,” Finkel said. “While
of the Nassau County Chapter of the Farrell noted. Award for Excellence in industrial there are certain permissible restric-
St. John’s Law School Alumni Asso- “First, employers should perform and labor relations. tions on such discussions identified in
ciation. He also serves as an elected a pay analysis to determine whether Meltzer, Lippe, Goldstein & Bre- the amendment, current policies and
trustee in the Village of Garden City. they are currently in compliance,” he itstone, LLP in Mineola is a full-ser- their enforcement should be promptly
For more than 48 years, Ruskin said. “Any differences in pay should vice business law firm providing cli- reviewed and tailored to fit within
Moscou Faltischek P.C. has built now be judged on whether the employ- ents with domestic and international those permissible restrictions or elim-
a reputation as one of the region’s er is able to show that the difference is corporate and securities, tax, labor inated. As the amendment is likely
leading providers of innovative legal related to the job performed or consis- and employment, litigation, health to increase employee awareness, the
services. Its attorneys are practical, tent with business necessity. Second, care, intellectual property, financial, unwary employer will be exposed to
experienced advocates who measure employers should ensure that their employee benefits, bankruptcy/cred- unnecessary risk.”
their success by their clients’ success. manuals do not prevent employees itors’ rights, workout, and real es- “Further, because the amendment
Cornerstone groups in all major prac- from discussing their wages. Instead, tate legal services, as well as a broad limits acceptable predicates for unequal
tice areas of the law are represented employers should rewrite their policies range of personal services including pay between men and women and does
at the firm, including corporate & se- to contain a reasonable workplace and wills and trusts, estate planning and so open-endedly, i.e., a differential
curities, financial services, commer- workday clause that limits employees administration. which could formerly be based upon
cial litigation, intellectual property, from discussing their wages, subject Formed in 1970, the firm serves ‘any other factor other than sex’ now
health care, real estate, employment, to proper time, place, and manner re- Fortune 500 companies and an in- must be predicated upon ‘a bona fide
cybersecurity and data privacy, en- strictions. Finally, changes in the law creasing number of medium and factor other than sex such as educa-
ergy, and trusts & estates. Clients and manuals should be communicated smaller sized public and private cor- tion, training or experience,’ employers
include large and mid-sized corpora- with managers to guarantee its imple- porations, real estate developers, ven- should carefully scrutinize the amend-
tions, privately held businesses, insti- mentation, and in effect, compliance ture capitalists and individuals on ment, review their payrolls for dispar-
tutions and individuals. with the law.” Long Island, throughout the United ities, and ensure that any disparity is
Farrell regularly practices and de- States and around the world. predicated upon non-gender related fac-
fends employers before the National tors such as experience, quality, and
Labor Relations Board. He has been quantity of work. Such review must
JONATHAN counsel to employers in more than 200 now extend beyond single facilities and
unfair labor practice investigations encompass employer facilities located in
FARRELL and has litigated several unfair labor RICHARD S. the ‘same geographic regions’ — but no
practice trials before administrative larger than a county.”
Meltzer, Lippe,
Goldstein & law judges of the National Labor Re- FINKEL In his role as counsel to both the
lations Board, as well as Section 10(j) Bond Schoeneck & Board of Zoning and Appeals and the
Breitstone, LLP
proceedings of the National Labor Re- King PLLC Town Board, Finkel successfully lit-
lations Act in federal court. Farrell is igated numerous land use matters,
known for his has success against the from the trial courts up through the
Jonathan Farrell is a partner and board, where he represents employers Court of Appeals. He also supervised
co-chair of Meltzer, Lippe, Goldstein in unfair labor practice investigations Richard S. Finkel is a member at and participated in the defense of
& Breitstone, LLP’s labor and em- and trials, representation hearings Bond Schoeneck & King PLLC in Gar- hundreds of negligence claims.
ployment law practice group and a and compliance proceedings. den City. Finkel has extensive expe- Finkel earned a juris doctor cum
member of the firm’s employee ben- Farrell has been involved in about rience in the areas of municipal law, laude, from Hofstra University School
efits and litigation groups. Farrell is 33 unionization campaigns for vari- land use and zoning, litigation and of Law and a bachelor’s degree from
counsel to manufacturing, service, ous companies. In all but three cam- labor and employment matters. Syracuse University. He is admitted
commercial, and management compa- paigns, he has been involved in, the After 16 years representing indi- to practice in New York and before
nies, professional practices, non-profit employees elected to remain union vidual and corporate clients on Long the U.S. Court of Appeals for the Sec-
organizations, private educational in- free. Farrell also represents unionized Island, and handling the defense of ond Circuit, U.S. District Court for
stitutions and insurance companies. employers in their arbitrations before labor law and negligence claims for the Eastern District of New York, and
An employment and labor relations the American Arbitration Association such entities as the New York State the U.S. District Court for the South-
specialist, Farrell regularly practices and New York State Employment Re- Insurance Fund and the Town of ern District of New York.
before the National Labor Relations lations Board, assists unionized em- North Hempstead, Richard was ap- He is a member of the Nassau
Board, federal and state courts, and ployers during their collective bar- pointed to the office of North Hemp- County Bar Association and a mem-
federal and state human rights’ agen- gaining negotiations, or conducts the stead Town Attorney in 2004. He held ber of Hofstra Law Review.
cies. He counsels employers on a va- negotiations for them, and advises that position for eight years, super- Bond Schoeneck & King PLLC is
riety of labor and employment-relat- unionized employers on a daily basis vising eight in-house attorneys and a full-service law firm counseling in-
ed laws including the NLRA, OSHA, regarding contract interpretation, managing outside counsel while rep- dividuals, companies, not-for-profits
EEOC, ADA, FMLA and ERISA. He union issues, and union grievances. resenting the Town Board, the Board and public sector entities in a wide
also litigates in these areas. He has also successfully represent- of Zoning and Appeals, the Board of spectrum of practice areas. Bond has
Changes in New York’s Equal Pay ed various employers in more than 300 Ethics and the Solid Waste Manage- 270 lawyers and 9 offices across New
Law have made it more difficult for wage and hour investigations at the ment Authority. York State; an office in Naples, Flori-
employers to justify different pay for state and federal level in connection He handled all aspects of employ- da; and in Overland Park, Kansas.
different genders, Farrell said. with minimum wage, overtime and ee disciplinary proceedings as town
“Employers should be aware of four prevailing wage actions. He has rep- attorney. In addition, he investigated
major changes in the law, he said. resented employers before the United and defended discrimination and ha-
“First, any difference in pay can no States Department of Labor, New York rassment complaints before the New
longer be based on ‘any other factor State Department of Labor; Bureau of York State Division of Human Rights GREGORY A.
other than sex’ as the statute was Public Work and Attorney General’s
once written. Now, the employer must Office, General Labor Bureau.
and the EEOC; presided over the
town’s Labor-Management Commit- GILLEN
show that the difference in pay is Farrell drafts employee policies de- tee where he considered and resolved Lamb and
based on ‘a bona fide factor other than signed to save employers time and union grievances; defended complaints Barnosky, LLP
sex, such as education, training, and money and prevent vexatious employ- brought before the New York State
experience,’ thus placing a greater ment-related litigation. He also drafts Public Employee Relations Board; and
burden on employers to justify dif- employee handbooks and policies re- served as lead negotiator for the town
ferent pay. Second, employers can no garding sexual harassment, discrimi- in collective bargaining sessions. Gregory A. Gillen is an associate
longer prohibit (only limit) employees nation, Family and Medical Leave Act Employers need to review and with Lamb & Barnosky, LLP in Mel-
from sharing wage information with and ADA. make the necessary changes to ad- ville. Gillen practices extensively in
each other. Third, the statute clarifies Farrell is admitted to practice be- here to the recent amendment to New both education and management-side
that differentials in pay are prohibit- fore the federal and state courts of York’s Equal Pay Law, Finkel said. labor and employment law advising a
ed even if the employee works in a dif- New York and New Jersey. He has “The amendment to New York’s wide array of employers on a host of
ferent location, as long as they work been recognized as a New York Super Equal Pay Law is a wake-up call for legal matters affecting their labor forc-
19 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Intellectual Property & Labor Law
es. He has experience in collective bar- clients. Since the firm was founded in employers, the ‘bona fide factor’ is an Lisi said. “This change, plus policy
gaining, contract arbitrations, compul- 1981, the firm has an AV rating from amorphous criterion that will be es- changes the U.S. Equal Employment
sory interest arbitrations, disciplinary Martindale-Hubbell, the nationally tablished on a case-by-case basis, and Opportunity Commission concerning
proceedings, unemployment insurance recognized legal directory, for the high- will be a heavily litigated topic within employer information reports that
hearings, as well as in matters before est standard of legal ability and profes- equal pay litigation.” requires some employers to provide
the New York State Public Employ- sional standards of conduct and ethics. Prior to joining the firm in Septem- more pay data, shows a change in en-
ment Relations Board, the New York It has also been named to the National ber 2000, Linzer served as an assistant forcement of equal pay law that will
State Commissioner of Education and Register of Preeminent Lawyers. district attorney in the Nassau Coun- affect employers going forward. Previ-
in State and federal court. Its practice areas include banking; ty District Attorney’s Office for about ously, it was taboo to discuss salaries
Recent amendments to the NYS real estate; taxation; corporate merg- eight years. He has extensive criminal at work, but the new law will encour-
Equal Pay Law, has moved Gillen to ers and acquisitions; education; labor trial experience, as both a prosecutor age women and minority workers to
encourage employers to review their and employment; municipal; health and a defense attorney, ranging from discuss differences.”
current policies and pay rate rates. care; intellectual property, land use, minor crimes to serious felonies. “Additionally, the millennial work-
“With the amendments to the NYS planning, environmental and zoning; Linzer earned a bachelor’s degree force is more likely to share their
Equal Pay Law having restricted the and trusts and estates. from the State University of New personal information with cowork-
permissible exceptions upon which em- York at Albany and a juris doctor ers with greater frequency then past
ployers may pay employees of one sex from The American University, Wash- generations and bring actions against
less than employees of the opposite ington College of Law. their employers when they see unex-
sex for the same work, I have been
advising employers to actively review
PAUL S. A member of the New York State
and Nassau County Bar Associa-
plained inequality,” Lisi noted.
There are many recommendations
the factors and practices by which they
have and will establish employee com-
LINZER tions, as well as the Former Assis-
tant District Attorney’s Association,
Lisi has for employers.
“I have been recommending that
Certilman Balin
pensation rates,” Gillen said. Linzer is admitted to practice in the my clients review their salary evalua-
Adler & Hyman,
“While the law’s preexisting excep- states of New York and Florida, as tion process; create an objective eval-
LLP
tions justifying pay disparities because well as the District of Columbia. uation system for salaries, raises and
of seniority, merit or systems measur- He is also admitted to practice in bonuses; revise Employee Handbooks
ing earnings by quantity or quality the United States District Court for to satisfy the new law; train supervi-
of production remain unchanged, the Paul S. Linzer is a partner in the the Eastern and Southern Districts sors about the new law; inform their
narrowing of the ‘catch-all’ exception, labor relations and criminal law prac- of New York, as well as the United employees what they need to do to
‘any other factor other than sex,’ has tice groups at Certilman Balin Adler & States Court of Appeals for the Sec- get raises and bonuses; have man-
exposed employers to unforeseen lia- Hyman, LLP in East Meadow. Linzer ond Judicial Circuit. agement regularly review the actual
bility,” Gillen explained. “As amended, concentrates his practice on all aspects Certilman Balin Adler & Hyman, salaries within the company to look
the ‘catch-all’ exception now permits of public sector labor law litigation, LLP is among Long Island’s largest for discrepancies; and document the
a pay disparity for a ‘bona fide fac- and criminal defense litigation. full-service law firm with offices in reasons for differences in salaries in
tor other than sex, such as education, He is the labor counsel and/or gen- Nassau and Suffolk Counties and similar positions in the employee per-
training, or experience,’ provided that eral counsel to a variety of public New Jersey. Its 14 practice areas in- sonnel files,” he said.
the factor is not derived from a ‘sex- sector labor unions and their mem- clude: real estate, real property tax “By taking such evaluative steps
based differential,’ is both ‘job-related bership, including the New York City certiorari and condemnation, cooper- and enhancing the information a
with respect to the position’ and ‘con- firefighters’ union, many county, ative and condominium, land use/en- company keeps, companies can avoid
sistent with a business necessity.’” town, and village-level police unions, vironmental law, corporate/securities, problems with its work force in the
“Even then, the exception will and the supervisors’ union from the litigation, commercial lending, labor future,” Lisi noted.
not apply when an employee demon- New York City Department of Cor- relations/employment law, bankrupt- Lisi has been recognized by the New
strates that the factor or employment rection. He handles all labor counsel cy and debtor/creditor rights, nonprof- York Times as a Super Lawyer; by Mar-
practice causes a disparate impact responsibilities for these unions, in- it law, tax exempt and religious or- tindale-Hubbell with the Client Distinc-
on the basis of sex; another employ- cluding their grievance arbitrations, ganizations law, trusts and estates, tion Award; the Nassau County Bar
ment practice exists that would serve improper labor practice proceedings, elder law, telecommunications law, Association’s Labor and Employment
the same business purpose and not policy negotiations, collective bar- and criminal law. Law Committee for Distinguished Pro-
result in a disparate impact; and the gaining of contracts, interest arbi- fessional Achievement; and the Touro
employer has refused to adopt the trations, and drafting of potential Law School Pro-Bono Attorney of the
different practice,” Gillen said. “When Year award, among other honors.
these changes are considered in the
legislation. Linzer also represents
union members in Internal Affairs, GREGORY He has lectured extensively on
context that employers can no longer
prohibit employees from discussing
disciplinary proceedings, or other in-
ternal or external administrative in-
S. LISI labor and employment, sexual harass-
ment, discrimination, wage and hour,
their wages with one another, and vestigations. Forchelli, Curto, equal employment law, immigration
increased penalties for willfully vio- Linzer advises his clients on new Deegan, Schwartz, and federal litigation topics.
lating the law, my advice to employ- and trending issues, including the re- Mineo & Terrana, Lisi earned a juris doctor from
ers is that adopting a ‘wait and see’ cently amended Equal Pay Act. LLP Georgetown University Law Center,
approach may prove disastrous.” “The newly enacted Equal Pay Act Washington, District of Columbia
Prior to joining Lamb & Barnosky, means that female employees have and a bachelor’s degree, magna cum
LLP he was an associate with Guercio expanded workplace protections, and Gregory S. Lisi is head of Forchelli, laude, from the State University of
& Guercio, LLP for four years, where that employers must ensure that pay Curto, Deegan, Schwartz, Mineo & New York at Buffalo.
he also practiced extensively in both discrepancies between male and fe- Terrana LLP’s employment and labor He is a member of the board of di-
education, and labor and employment male employees are supported by ob- department. He concentrates in the rectors of the Nassau County Bar As-
law. He is admitted to the Bar in New jective business standards,” Linzer areas of labor and employment law, sociation (NCBA), is the chair of the
York, New Jersey and the Eastern said. “With regard to my initial rec- sexual harassment and discrimination NCBA Pro Bono Committee and is the
District of New York, and is a mem- ommendations to my clients, it is im- law, overtime, gratuity, wage and hour past chair of the Nassau County Bar
ber of both the New York State and portant to understand that one of the law, management/union labor rela- Association’s Labor and Employment
Nassau County Bar Associations. changes to Labor Law Section 194 is tions, constitutional law, fair housing Law Committee.
Gillen was named by Super Law- the removal of the catch-all phrase law and real estate law. He has rep- He is a former Regional Counsel
yers as a Metro-Rising Star in the area ‘any other factor other than sex’ as a resented plaintiffs, defendants, public- of the United States Customs Service
of Schools and Education Law for 2015 defense by an employer in a pay dis- ly traded and private companies, the where he defended the United States
and 2016. crimination claim. The language of the United States Government and New Government before the Equal Employ-
He earned a juris doctor, cum defense is now ‘a bona fide factor other York State government entities. ment Opportunity Commission, as well
laude, from Touro College, Jacob than sex, such as education, training, With the amendment to NYS’ as in labor/union matters. He is cur-
D. Fuchsberg Law Center. While in or experience.’” Equal Pay Law recently going into ef- rently a member of the New York State
law school, Gillen served as an arti- “This new factor shifts the burden fect, Lisi discusses aspects of the mod- Bar, Washington, D.C. Bar, New York
cles editor for the Touro Law Review onto the employer to prove the exis- ification and what recommendations State Bar Association, New York State
and published Cubas v. Martinez, 24 tence of the bona fide factor, which he gives to employers. Bar Association’s Labor and Employ-
Touro L. Rev. 455 (2008). He earned must be business related,” Linzer “New York State amended the ment Law Committee and the Nassau
a bachelor’s degree philosophy from said. “In the previous law, the em- Labor Law §194, which effectively County Bar Association’s Labor and
Stony Brook University. ployee was required to prove that the closes a loophole in the current state Employment Law Committee.
Lamb & Barnosky is a full-service motive was discriminatory. While law permitting employers to prohibit Lisi is admitted to practice law
law firm representing a wide variety this new requirement appears to be employees to discuss wages freely, before the courts of New York State
of corporate, municipal and individual a more stringent standard against which is similar to NLRB decisions,” and Washington, D.C., the United
20 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Intellectual Property & Labor Law
State Court of Appeals for the Sec- required accommodations for preg- tion include wage and hour compli- Law and a bachelor’s degree, with hon-
ond Circuit, and the federal courts of nant employees, and a prohibition on ance and investigations, employment ors, in music and philosophy, magna
the Eastern and Southern Districts blanket policies that restrict employ- discrimination and workplace harass- cum laude, from Binghamton Universi-
of the State of New York. He has fur- ees from discussing, disclosing, or in- ment prevention, policy development ty. While in law school, Malerba served
ther practiced before the National quiring about wages,” she said. “I tell and litigation, and independent con- as an articles editor for the Cardozo
Labor Relations Board, the Equal Em- my corporate clients that this is the tractor analysis. Malerba has defended Arts and Entertainment Law Journal.
ployment Opportunity Commission, perfect time for a review of their cur- against claims such as sexual harass- Malerba is a member of the Amer-
New York State, New York City and rent policies and compliance efforts. ment, age, race, national origin and ican Bar Association, New York State
Nassau County Divisions of Human In some cases, existing policies may disability discrimination for various Bar Association and the Nassau
Rights, labor and corporate arbitra- need to be significantly revamped to clients, both large and small. She also County Bar Association.
tions and mediations. comply with the recent amendments.” focuses her practice on social and dig- For more than 48 years, Ruskin
Forchelli, Curto, Deegan, Schwartz, Prior to joining CMM, Malafi was ital media-related employment issues. Moscou Faltischek, P.C. has built a
Mineo & Terrana, LLP is among Long senior corporate counsel to Leviton In her counseling practice, Malerba reputation as one of the region’s lead-
Island’s leading full-service law firms Manufacturing Co., Inc., where she regularly advises employers on best ing providers of innovative legal ser-
representing clients in real estate, handled a variety of national and practices concerning management of vices. Its attorneys are practical, expe-
land use and zoning, tax, trusts and international corporate matters. disability accommodation and leave rienced advocates who measure their
estates, tax certiorari, corporate and In 2004, she was appointed Suffolk related issues, reductions in force, re- success by their clients’ success. Cor-
commercial and litigation matters. County Attorney, serving as the chief strictive covenants, hiring and sepa- nerstone groups in all major practice
Formed in 1976, under the helm legal officer of the County for eight rations from employment, and perfor- areas of the law are represented at the
of Managing Partner Jeffrey D. years and supervising a team of over mance management. firm, including corporate & securities,
Forchelli, the firm’s areas of exper- 65 attorneys. The first woman and Malerba urges employers to ex- financial services, commercial litiga-
tise have expanded to include bank- youngest person ever appointed to the amine their pay policies so that they tion, intellectual property, health care,
ing, bankruptcy, employment and position, Malafi focused on obtaining meet the amendment to the New York real estate, employment, cybersecurity
labor, municipal incentives/IDA, en- jury verdicts in favor of the county, Equal Pay Law. and data privacy, energy, and trusts &
tertainment, construction law and making fewer settlements, enforcing New York’s Equal Pay Law, as estates. Clients include large and mid-
more. Throughout the firm’s growth, anti-discrimination laws, and pro- amended, which became effective Jan- sized corporations, privately held busi-
one thing has remained constant - tecting children from harm. Prior to uary 19, 2016, makes employers more nesses, institutions and individuals.
its focus on obtaining results for cli- that role, she was a partner at a large accountable for discriminating against
ents. The firm employs over 60 at- Long Island insurance defense firm. women in the workplace by paying them
torneys who handle complex matters Malafi earned a juris doctor, less than their male counterparts for
for a broad client base including na-
tional, regional and local business-
magna cum laude, from Touro Col-
lege, Jacob D. Fuchsberg Law Center.
equal work performed in the same es-
tablishment, Malerba said. “Among
JOSEPH O.
es, major real estate developers and She earned a bachelor’s degree from other things, the amendment provides McPARTLAND
organizations, banks, insurance com- Dowling College. an expanded definition of ‘same estab- Carter, DeLuca,
panies, municipalities, educational She is a member of the New York lishment,’ which now includes those Farrell & Schmidt,
institutions, contractors, architects/ and Connecticut State Bars and is workplaces that are located in the ‘same LLP
engineers and individuals. 
Head- admitted to practice before the United geographic region’ (within the same
quartered in Uniondale, NY, the firm States Court of Appeals, Second Cir- county). Additionally, the law increased
is conveniently located for clients in cuit; and the United States District damages available to an individual who
Nassau and Suffolk counties, as well Courts, Eastern and Southern Dis- successfully brings a pay discrimina- Joseph O. McPartland is an asso-
as those in New York City. tricts of New York. tion case, to as much as 300% of unpaid ciate at Carter, DeLuca, Farrell &
Malafi has taught both undergrad- wages for willful conduct.” Schmidt, LLP in Melville. McPartland
uate and law school classes on litiga- “Employers are urged to carefully focuses his practice on preparing and
tion, legal research, and writing at review their existing pay policies, as prosecuting patent applications in the
CHRISTINE Long Island University, C.W. Post,
and Touro Law Center. She has also
well as the actual wages being paid, to
assess whether they are equal among
U.S. and abroad, conducting intellec-
tual property due diligence investiga-
MALAFI lectured extensively on municipal is-
sues, insurance coverage issues, and
men and women,” she said. “Employ- tions in connection with mergers and
Campolo, ers are also encouraged to cross-check acquisitions, and rendering opinions
claim handling. wages for employees in different lo- on issues of patentability and patent
Middleton &
Located in both the heart of Long cations within the same county to de- infringement, validity, and enforce-
McCormick, LLP
Island in Ronkonkoma and on the East termine whether they are paying men ability. McPartland advises clients on
End in Bridgehampton, Campolo, Mid- and women equally for the same work, issues relating to U.S. and interna-
dleton & McCormick, LLP (CMM) is even if they are in different facilities.” tional patent portfolio management,
A partner at Campolo, Middleton a premier law firm in Suffolk County. “If wages are not equal, employers licensing, and collaboration agree-
& McCormick, LLP (CMM), Chris- Over the past generation, CMM attor- should evaluate whether any differen- ments. He also has experience with
tine Malafi is a member of the firm’s neys have played a central role in the tial meets the law’s stricter require- post-grant proceedings and litigation
executive management team in ad- most critical legal issues and transac- ments,” she noted. involving U.S. patents.
dition to its corporate and municipal tions affecting Long Island. The firm “Finally, employers are advised to Specific technologies he has worked
law groups. Malafi’s practice focuses has earned the prestigious HIA-LI review their policies and practices re- with include consumer electronics,
on mergers and acquisitions, corpo- Business Achievement Award, a spot garding employee confidentiality con- computer hardware and software, dig-
rate governance, routine and complex on the U.S. News & World Report list cerning wages,” Malerba said. “While ital signal processing, digital imaging
transactions, employment issues, and of Best Law Firms, and the coveted most employers are already precluded devices and processing, digital televi-
other business matters, as well as in- title of Best Law Firm on Long Island. from interfering with their employees’ sion, audio/video media recognition,
surance coverage and fraud issues. ability to discuss wages, pursuant to telecommunications, optical networks,
She routinely represents buyers and Section 7 of the National Labor Rela- medical devices, semiconductor de-
sellers in multimillion-dollar trans- tions Act or otherwise, this law also vices and manufacturing processes,
actions — from technology compa- prohibits employers from engaging in memory systems, financial transac-
nies to manufacturers to healthcare KIMBERLY such conduct, except under very limited tion systems, e-commerce, and busi-
businesses — and serves in a general
counsel role for many of the firm’s in- B. MALERBA circumstances. Thus, employers should
ensure that they are not in violation of
ness methods.
Prior to joining Carter, DeLuca, Far-
ternationally-based clients. Ruskin Moscou these pay transparency requirements.” rell & Schmidt, McPartland worked
As 2016 unfolds, it is critical for Faltischek, P.C. Malerba also has considerable ex- as a law clerk and then an intellectual
employers to take the time to un- perience in the intellectual property property attorney at Fitzpatrick, Cella,
derstand how the recent changes to field and represents and advises cli- Harper & Scinto in New York.
New York’s labor and human rights ents in connection with trademark, Before attending law school,
laws, part of Governor Andrew Cuo- Kimberly B. Malerba is a partner copyright, licensing, privacy, Internet, McPartland worked for several years
mo’s Women’s Equality Agenda, affect at Ruskin Moscou Faltischek, P.C. in domain name, unfair competition and as an electrical engineer designing,
their businesses, Malafi said. Uniondale, where she chairs the em- trade secrecy issues. developing, and testing airborne
“The amendments, which took ef- ployment law and digital media prac- As a featured lecturer, Malerba has multi-mode radar subsystems.
fect on January 19, 2016, include a tice groups. Malerba is also a member participated in various continuing ed- He earned a J.D. from Fordham Uni-
narrowing of the permissible bases for of the firm’s litigation department. ucation programs offering CLE, CPE versity; a M.S., Electrical Engineering
pay differentials, the addition of ‘fa- Malerba handles virtually all mat- and HRCI credit. from Polytechnic University; a B.E.,
milial status’ as a protected class with ters involving the employer-employee She earned a juris doctor, cum laude, Electrical Engineering, magna cum
regard to workplace discrimination, relationship. Her areas of concentra- from Benjamin N. Cardozo School of laude, State University of New York at
21 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Intellectual Property & Labor Law
Stony Brook, Tau Beta Pi, Eta Kappa distribution, confidentiality, employ- case, In re Tam, concerned a trade- Miller earned a juris doctor at the
Nu. McPartland is admitted to practice ment, and other agreements; litigating mark applicant that sought to register University of Tulsa College of Law and
in New York and New Jersey and before complex insurance coverage disputes the trademark ‘THE SLANTS’ for a a bachelor’s degree from Colgate Uni-
the U.S. Patent and Trademark Office. and subrogation claims, including en- musical band. The application was re- versity. He was named a “Rising Star”
He is also involved in the New York In- vironmental and catastrophic claims, jected on grounds that the trademark by New Jersey Monthly magazine’s
tellectual Property Law Association. and bad faith actions. was disparaging to people of Asian Super Lawyers® edition for insurance
Carter, DeLuca, Farrell & Schmidt, experience includes the success- descent. In ruling that the rejection coverage. He is an active member of
LLP combines the scientific capacity ful defense of dozens of significant was improper, the Federal Circuit the ABA’s Insurance Coverage Litiga-
to fully understand its clients’ intel- claims arising from Y2K, 9/11 and held that the government regulation tion Committee of the Section of Liti-
lectual property needs with the legal Hurricanes Katrina and Rita, many amounted to viewpoint discrimina- gation. He currently serves as a man-
expertise necessary to protect their of which exceeded $100 million. He tion, and under strict scrutiny review, ager editor and previously served as
ideas, inventions and processes in all has provided advice and acted as New the disparagement proscription in the Co-Chair of the Bad Faith Subcommit-
areas of technology. All of its part- Jersey counsel in Hatch-Waxman and Lanham Act was unconstitutional.” tee. Additionally, Greg was appointed
ners and associates have extensive other patent infringement disputes. “The court recognized that its deci- and currently is a member of the Su-
engineering or scientific backgrounds Over the past 15 years he has repre- sion may lead to the wider registration preme Court of New Jersey, District
and are experts in diverse areas that sented pharmaceutical companies in of offensive marks, but in all events, VA Fee Arbitration Committee.
range from computer science to cos- dozens of cases. the First Amendment forbids the gov- Through three offices and 150 law-
metic formulations, from genetics to The registration of disparaging ernment from denying registration be- yers, Rivkin Radler delivers focused
generators, and from wound care to trademarks will be among the top IP cause the speech may be offensive,” and effective legal services. The firm
web design. issues to watch in 2016, Miller said. Miller said. “Whether there will be an provides strong representation and
Carter, DeLuca, Farrell & Schmidt “The United States Court of Ap- avalanche of applications seeking to builds even stronger client relation-
strives to develop its clients’ intellec- peals for the Federal Circuit recent- register disparaging trademarks re- ships. Many clients have been placing
tual property into a coordinated port- ly held Section 2(a) of the Lanham mains to be seen, but the door certain- their trust in the firm for more than 25
folio with both offensive and defensive Act unconstitutional,” he noted. “The ly appears to have been opened.” years. The firm is the advisor-of-choice
capabilities.
The firm is dedicated to providing
first-class, yet cost-effective legal ser-
vices, with the attention to detail and
urgency clients require. Its experi-
enced attorneys and agents, backed
by a knowledgeable professional sup-
port staff, form a formidable force
with one driving goal in mind: to as-
sure that clients’ innovations receive
the protection they deserve.
Carter, DeLuca, Farrell & Schmidt,
LLP believes in supporting worthy
community organizations and causes.
Among the organizations and events
the firm proudly sponsors include
The Developmental Disabilities In-
stitute, Hope For A Cure, The Don
Monti Foundation, Visiting Nurse As-
sociation of Long Island, Inc., Friends
of Karen, The Maurer Foundation;
Greater Long Island Running Club,
The University of Maryland Inven-
tions of the Year Competition, and
The Lupus Alliance of America (Long
Island/Queens Affiliate).

GREGORY
MILLER
Rivkin
Radler LLP

Gregory Miller is a partner at


Rivkin Radler, which has offices in
Uniondale, NY, New York City and
Hackensack, NJ. Miller has more
than 20 years of experience in civil
litigation and corporate counseling,
including trial and appellate work in-
volving complex commercial matters,
intellectual property and insurance
law disputes.
His practice includes litigating con-
tractual, business torts and sharehold-
er and partnership disputes; repre-
senting pharmaceutical and other cor-
porate clients in a wide variety of intel-
lectual property matters, including re-
strictive covenants, unfair competition,
trade secrets, copyright, trademark,
and patent cases; providing counsel
and drafting advice in connection with
business ventures, including restric-
tive covenants, supply and licensing,
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WHO’SWHO
in Intellectual Property & Labor Law
to successful individuals, middle-mar- fundraisers that together raised more include trademark clearance, pros- Commission on Human Rights. He
ket companies, and large corporations. than $400,000. ecution and licensing, as well as as- also represents corporate and com-
With more than 90 attorneys, Far- sistance against copyright and trade- mercial clients in Fair Labor Stan-
rell Fritz is recognized for providing mark infringers. Spierer also advises dard Act class action cases includ-
high quality legal services, practical clients on how to best protect their ing government investigations; and
DOMENIQUE advice and responsiveness. The firm
is also known for its deep commitment
intellectual property, and other relat-
ed areas including unfair competition
counsels clients with employment law
compliance and risk avoidance issues.
CAMACHO to the local community. Farrell Fritz
handles legal matters in the areas of
and the right of publicity.
He earned a juris doctor from
Spund also assists with establishing
employment policies and employee
MORAN bankruptcy and restructuring; business
divorce; commercial litigation; construc-
Brooklyn Law School and a bachelor’s
degree from Tulane University. His
handbooks.
Effective January 1, 2016, New
Farrell Fritz, P.C.
tion; corporate and finance; distressed court membership includes the New York expanded protections for women
assets; eDiscovery; emerging companies York State Bar, New Jersey State in the workplace by amending the
and venture capital; eminent domain; Bar, United States District Court — New York State Equal Pay Law,
Domenique Camacho Moran is a environmental law; estate litigation; Southern District of New York and Spund noted.
partner at Farrell Fritz, P.C. in Union- health law; labor and employment; land District of New Jersey. “It requires the same rate of pay for
dale where she leads the firm’s labor use, municipal and zoning; not-for-prof- Spierer is a member of the Amer- both men and women if they work in
and employment practice group. As an its; real estate; tax planning and contro- ican Bar Association (Intellectual the same establishment, on jobs that
advisor, educator and litigator, Cama- versy; tax certiorari, and trusts and es- Property Division), the New York need equal effort, skill and responsi-
cho Moran’s practice runs the gamut of tates for a variety of corporations, not- State Bar Association (Intellectual bility and under similar conditions,”
employment law. She has extensive ex- for-profit organizations and individuals Property Law Section and Entertain- he said. “The law does permit differ-
perience in issues that include discrim- . ment, Arts & Sports Law Section) and entiation based upon a ‘bona fide fac-
ination, unlawful harassment, wage the Nassau County Bar Association tor other than sex, such as education,
and hour, leaves of absence and social (Intellectual Property Committee). He training or experience.’ The statute
media in the workplace. also devotes his time to charitable also prohibits employers from install-
Camacho Moran has worked with
small local start-ups to large national
CRAIG M. and/or mentoring work. Spierer was
selected as a New York Metro Rising
ing a wholesale restriction against
employees asking about or discussing
employers. Acting as lead counsel, she
has represented management in jury
SPIERER Star by Super Lawyers annually since
2013. He has been asked to speak at
their wages but does permit certain
limitations on such discussion.”
Harris Beach PLLC
trials and hearings in federal and state various symposiums and law schools. “These changes in the law are
courts, arbitrations and administrative Founded in 1856, Harris Beach going to require New York employers
proceedings. In one particularly nota- PLLC is among the country’s top law to begin an examination of their em-
ble case, she won a landmark defense firms as ranked by The National Law ployees’ job descriptions, as they do to
verdict for an employer in a class action Craig M. Spierer is a member of Journal. Harris Beach and its sub- analyze exempt/no-exempt employee
wage and hour trial. Many millions of Harris Beach PLLC in Melville. Spi- sidiaries provide a full range of legal status, in order to determine whether
dollars were at stake in this lawsuit. erer serves on the medical and life sci- and professional services for clients their jobs are similar regarding skills,
Signed in 2015, New York’s ences industry team and practices in across New York state, as well as na- responsibilities and salary,” Spund
Achieve Pay Equity Act (APEA) re- the Intellectual Property Law and the tionally and internationally. Clients noted. “The employer will then have
quires employers to review existing Corporate Law Practice Groups. His include Fortune 500 corporations, to determine whether there are any of
policies and practices regarding com- practice focuses on the areas of intel- privately-held companies, emerging the bona fide factors other than sex,
pensation, Camacho Moran said. lectual property, corporate transac- businesses, public sector entities, not- which would cause employees perform-
“Under the APEA, policies prohib- tions, and food, drug and cosmetic law. for-profit organizations and individu- ing the same or similar jobs to be paid
iting employees from discussing their Mr. Spierer represents a variety of cli- als. Principal industries Harris Beach different wages. Thereafter, wage ad-
base pay, raises, and bonuses with each ents in industries such as dietary and represents include education, energy, justments will have to be made.”
other are no longer permissible,” she sports nutritional supplements, luxury financial, food and beverage, health Employers are also going to have to
said. “In addition, employers will have and consumer goods, media and tech- care, insurance, manufacturing, med- review and revise their employee man-
to clearly articulate their business rea- nology, and other related industries. ical and life sciences, real estate de- ual’s to comply with the wage disclo-
sons for pay disparities. Specifically, Spierer counsels clients of estab- velopers, and state and local govern- sure requirements, Spund said. “While
compensation decisions that result in a lished businesses and start-up com- ments and authorities. The firm’s over they must permit employees to discuss
pay disparity must be based on ‘a bona panies on general operating and con- 200 lawyers practice among offices wages, an employer can have reason-
fide factor other than sex, such as edu- tractual matters. With more than a throughout New York state in Albany, able policies establishing limitations
cation, training, or experience.’” decade of transactional experience, Buffalo, Ithaca, Melville, New York on time, place and manner of discus-
“Further, willful violations of the he routinely negotiates and drafts a City, Rochester, Saratoga Springs, sions in the workplace including pro-
equal pay law, as amended, will sub- variety of professional agreements Syracuse, Uniondale and White hibiting employees from disclosing the
ject employers to liquidated damages involving domestic and internation- Plains, as well as in New Haven, Con- wages of another employee without the
up to ‘300% of the total amount of al parties, including manufacturing, necticut and Newark, New Jersey. employee’s permission,” he said.
the wages found to be due,’” Camacho distribution, licensing, endorsement, Prior to joining Davidoff Hutcher
Moran noted. “For employers, these joint venture, service, employment, & Citron, Spund was a partner at
changes may mean tweaking existing commercial real estate leases, settle- a Long Island-based firm where he
policies and procedures regarding the ments and releases, and other busi- represented diverse clients as lead
confidentiality of wage information; ness transactional agreements. Spi- MARK E. counsel through trial in varied litiga-
educating the management team to erer works with his clients to under- tion practice including personal inju-
clarify how and when pay information stand their businesses in an effort to SPUND ry, employment discrimination, dental
can be shared; and analyzing current help them achieve their goals while Davidoff Hutcher & malpractice, , chiropractic malprac-
compensation to determine whether minimizing risk. Citron LLP tice, construction and criminal law.
pay disparities exist and evaluating Spierer devotes part of his prac- He earned his juris doctor from
the basis for any such differential.” tice to the representation of dietary Washington College of Law of the Amer-
Camacho Moran has been named supplement and sports nutritional ican University in Washington, D.C.
annually, since 2013, to the Best supplement companies. He provides Mark E. Spund is a partner at Spund is admitted to the New York
Lawyers in America and the New legal counsel to clients on matters Davidoff Hutcher & Citron LLP in State Bar in 1975 as well as the fed-
York Metro Lawyers Super Lawyers that affect their compliance with the Garden City. Spund leads counsel eral courts in the Southern, East-
lists. She does a significant amount Federal Food, Drug, and Cosmetic through all stages of civil litigation ern and Northern Districts of New
of public speaking on issues related Act. He also counsels clients on intel- including trials in state and federal York, the Second Circuit Court of Ap-
to employment law. This includes lectual property protection including courts with emphasis on defense of peals and the United States Supreme
being a keynote speaker for the past trademarks and copyrights, consumer employment discrimination actions Court. Mr. Spund is a member of the
several years at the National Associ- complaints and lawsuits, as well as He has represented corporate and Employment and Labor Law Sections
ation for Mother Centers Annual general transactional needs. not-for-profit clients against claims of the New York State Bar and Nas-
Work/Life Conference and at the Based on his management of his of race, sex, age, national original sau County Bar Associations, has lec-
HIA-LI’s 2015 – 2016 Women’s Lead- clients’ global IP portfolios, Spierer and disability discrimination cases tured on civil practice for the New
ership events. She is an advisory has experience in formulating, imple- before state and federal courts and York State Bar Association and is a
board member of Make-A-Wish Metro menting, and executing brand pro- administrative agencies, including the member of the faculty of the Benja-
New York, for which she chaired the tection strategies and enforcing cli- Equal Employment Opportunity Com- min N. Cardozo School of Law Inten-
2014 and 2015, and co-chaired the ents’ intellectual property rights on mission, New York State Division of sive Trial Advocacy Program.
2016, Walk for Wishes Long Island a worldwide basis. Such strategies Human Rights and the New York City Davidoff Hutcher & Citron LLP
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WHO’SWHO
in Intellectual Property & Labor Law
with more than 50 attorneys in offices and release agreements. She is a employers should consider restrictions
in New York City, Albany, Washing- frequent trainer for businesses in that would not negatively affect work-
ton D.C., and Garden City, Long Is- sexual harassment, employment, place productivity.”
land, provides legal and government law, social media issues, disabili- LAWRENCE Tenenbaum earned a juris doc-
relations services for a varied clien- ty discrimination, and affordable tor from Brooklyn Law School and
tele that include Fortune 500 compa- health care compliance. TENENBAUM a bachelor’s degree from the New
nies, financial institutions, prominent Stiller is a fellow of the College Jaspan Schlesinger York University College of Business
real estate organizations, developers, of Labor and Employment Lawyers, LLP and Public Administration (now the
leading health and educational in- and is the author of two treatises Leonard N. Stern School of Business).
stitutions, associations and services on employment law, Employment Tenenbaum is admitted to practice
organizations, as well as other indus- Law in New York (2nd Series) (West law in the courts of the State of New
tries throughout the greater metropol- Group 2012) (Volume 13A of the New Lawrence Tenenbaum is a partner York and in the United States District
itan area. York State Practice Series) and the in Jaspan Schlesinger LLP’s educa- Court for the Southern and Eastern
national treatise, Expert Witness- tion, labor and municipal law practice Districts of New York.
es: Employment Cases (Thomson groups, where he provides general Prior to joining the firm, Tenen-
SHARON West 2008-2009). She is an author
for Practitioner Insights, a Thomson
counsel and labor and employment baum managed a software develop-
ment group at a Wall Street invest-
counsel services to public school dis-
STILLER Reuters offering on the WestlawNext
legal research platform. Stiller has
tricts, libraries and other municipal ment bank, and served as a contract
administrator for a large contracting
Abrams, and private entities. His services as
been appointed to the American Arbi- general counsel include employee and firm in private industry.
Fensterman,
Fensterman, tration Association Panel of Neutrals student discipline, bidding issues, Jaspan Schlesinger LLP in Garden
Eisman, Formato, for Employment Law, for both me- budget and financial management City is one of Long Island’s premier
Ferrara & Wolf, LLP diated and arbitrated claims. Stiller issues, student residency disputes, full service law firms. Founded in
has lectured about employment law practice before the Commissioner of 1946, the firm’s 60 attorneys pro-
for the New York State Bar Associa- Education, policy and regulation de- vide quality legal services in virtual-
Sharon Stiller is a partner and tion, the Monroe County Bar Associ- velopment, advice regarding the Free- ly every area of practice. The firm’s
director of the employment law prac- ation, and other organizations. She is dom of Information Law, construction practice areas include complex com-
tice at Abrams, Fensterman, Fens- chair-elect of the Labor and Employ- related matters including negotiation mercial litigation; education and
terman, Eisman, Formato, Ferrara ment Law Section of the New York of contracts and contractor disputes municipal matters; creditors’ rights;
& Wolf, LLP (Abrams Fensterman) State Bar Association. and day-to-day general counsel. banking and financial services; cor-
in Lake Success. Stiller advises busi- Stiller has been recognized for her Tenenbaum’s labor and employ- porate and commercial transactions;
nesses and executives about employ- legal work and community service, ment law practice includes proposal real estate; tax certiorari and con-
ment law, represents businesses in and received the Kate Stoneman development, negotiations, impasse, demnation matters; land use and
federal and state labor department award from Albany Law School, the fact-finding, contract administration, zoning; labor; estates and trusts; tax-
audits, and litigates employment Raymond J. Pauley Award from the grievance arbitration, proceedings be- ation; and environmental matters.
matters, including state and federal Monroe County Bar Association, and fore the Public Employment Relations Jaspan Schlesinger LLP, with of-
wage and hour, discrimination, con- the Rochester Women’s Network’s Board and representation of clients fices in Garden City and Wilmington,
tract, confidentiality, non-compete, “W” Award. She has been named before the State Division of Human Delaware, serves clients that operate
and similar claims. one of the top 25 Women Lawyers in Rights and the Equal Employment locally, nationally and globally. Its cli-
“Pay transparency is the new buzz Western New York. Stiller has been Opportunity Commission. He also ents range from start-up companies to
word, since January 2016 when New designated a “Super Lawyer” from provides advice with respect to the multinational public companies, as well
York jumped onto the bandwagon to 2007-present, a distinction earned by Fair Labor Standards Act, Family as individuals, school districts, munici-
prohibit employers from preventing only 5% of the lawyers in the Upstate Medical Leave Act, Americans with palities and not-for-profit organizations.
employee discussions about wages,” New York area. She was selected by Disabilities Act and various anti-dis-
Stiller said. “The NLRB and the fed- her peers for inclusion in The Best crimination statutes.
eral government had imposed similar Lawyers in America® 2013, 2014 and Employers should be fully aware
rules, reflecting concerns that secre- 2015 in employment law. She has of the amendment to NYS’ Equal Pay A.
cy prevents desirable results such as also served as an expert witness in Law that recently went into effect,
equal pay. Under New York’s rules, the area of employment law. Tenenbaum said. JONATHAN
employers may not prohibit employ- Stiller earned a juris doctor from
ees from inquiring about, discussing Albany Law School where she was
“The amendment to the Equal Pay
Law permits employers to look out- TRAFIMOW
or disclosing wage information, except notes editor, Albany Law Review; side of seniority, merit, and productiv- Moritt Hock &
under limited circumstances. Employ- and a bachelor’s degree, magna cum ity in differentiating pay among em- Hamroff LLP
ers may have a written policy distrib- laude, from State University of New ployees of the opposite sex,” he said.
uted to employees, which establishes York at Albany. Stiller is admitted to “Employers may now consider a ‘bona
reasonable workplace and workday practice in New York and the District fide factor’ that is related to the job in A. Jonathan Trafimow is a part-
limitations on the time, place and of Columbia. question and is consistent with busi- ner at Moritt Hock & Hamroff LLP
manner for inquiries about, discus- Abrams Fensterman is one of ness necessity.” in Garden City where he chairs its
sion of, or the disclosure of wages.” the largest full service law firms on It is important for employers to doc- employment law practice group and
“Regulations establishing param- Long Island. The firm serves clients ument the reason an employee will be co-chairs its cybersecurity practice
eters are expected, but it is not too throughout the New York metropol- paid at a different rate, Tenenbaum group. Trafimow represents employ-
soon for businesses to consider adopt- itan area from offices in Long Is- said. “In order to demonstrate compli- ers in all areas of workplace discrim-
ing policies,” Stiller noted. “One pol- land, New York City, Brooklyn, and ance with the amendment, the docu- ination, retaliation, harassment and
icy might be to prohibit employees serves upstate New York from its mentation should include how the ‘bona civil rights claims, and class actions.
who have access to compensation Rochester office. fide factor’ relates to the job responsi- He also provides advice and counsel
information pursuant to their work Abrams Fensterman has practice bilities of the specific position, as well to employers on discrimination and
duties from disclosing information to areas in commercial litigation, es- as why the employment decision is nec- retaliation policies and prevention,
others who do not have access to the tate planning and administration, essary to achieve the business’ goals. harassment training and prevention,
information. Another possible policy guardianships, employment law, Even when the reason is document- wage and hour matters, handbooks,
might be to prohibit disruptive be- real estate, elder law, personal inju- ed, the amendment still provides for severance packages, employment
havior, such as constantly asking em- ry litigation, and white-collar crimi- a disparate impact claim. Therefore, agreements and other employment-re-
ployees unwelcome questions about nal defense. every employee should be analyzed in- lated documents.
their pay.” The firm is a leader in repre- dividually and employers should refrain Trafimow is also an experienced
“The new rule does not require senting health care providers in all from relying on blanket qualifications trial attorney and one of a limited
employers to share information about aspects of health care law, includ- in awarding different rates of pay.” number of attorneys with trial ex-
compensation with other employees,” ing hospitals, nursing homes, phy- The amendment also permits em- perience in the class action context.
she said. “Policies should protect the sicians, medical societies, dentists, ployees to discuss their wages among In 2008, he co-tried Pisani v. Staten
right to disclose, as well as the rights podiatrists and chiropractors. It also themselves, Tenenbaum explained. Island University Hospital, 06-CV-
of employees who do not want their has practices that are widely rec- “Thus, employers should revise exist- 1016 (JFB), a defamation case, in the
information disclosed.” ognized as leaders in their fields in ing policies and educate all employees United States District Court for the
St ille r a ls o h elp s b u sin esses areas such as corporate and securi- responsible for the implementation Eastern District of New York. He pre-
audit their employment practices, ties, mergers and acquisitions, mat- of the newly enacted policy,” he said. viously co-tried a civil rights class ac-
and drafts employment contracts, rimonial and family law, and mental “The policy may place reasonable re- tion lawsuit in the United States Dis-
manuals, policies, and separation health law. strictions on wage discussions, and trict Court for the Southern District of
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WHO’SWHO
in Intellectual Property & Labor Law
New York, Dodge v. County Orange, sued in connection with a data breach. clients in both the public and private neva (NY Court of Appeals) where
02 Civ. 769 (CM). He has been coun- Trafimow is also an experienced sector, focusing his legal practice on he successfully defended decision by
sel of record in numerous reported pro bono mediator for the United providing counsel to employers in all city to change level of health insur-
and unreported decisions, including States District Court for the Eastern areas of labor and employee relations; ance benefits for retirees; and Alfieri
Cobb and Rouse, et al. v. Pozzi, et District of New York, and was a Fel- defending employment discrimina- v. Sysco Food Services (US District
al. 363 F.3d 89 (2d Cir. 2004); Flem- low of the Coro Foundation Leader- tion claims and Department of Labor Court) where he obtained summary
ing v. Verizon New York, Inc. 2006 ship New York Program for the 1999- matters of all types; representing em- judgment for employer dismissing sex
WL 2709766 (S.D.N.Y. Sept 22, 2006); 2000 term. He frequently writes and ployers in proceedings before adminis- discrimination case.
Mayers v. New York Comm. Ban- lectures on employment law topics in trative agencies including the Nation- Trevvett earned a juris doctor,
corp., Inc., et al., 2006 WL 2105810 venues throughout the United States, al Labor Relations Board, New York magna cum laude, from Syracuse Uni-
(E.D.N.Y. Aug. 31, 2005); Burniche v. and recently authored a book chapter, Public Employment Relations Board, versity College of Law and a bach-
General Electric Automation Services, updated annually, entitled “Discrimi- Equal Employment Opportunity Com- elor’s degree from the University of
Inc., 306 F. Supp 2d 233 (N.D.N.Y. nation,” published in the HR Guide to mission, New York State Division of Notre Dame. He is admitted to prac-
2004); Moore v. City of New York, Employment Law: A Practical Com- Human Rights, and the New York tice in New York State and before
219 F. Supp 2d 335 (E.D.N.Y. Sept. pliance Reference (2009). State Education Department; nego- the United States Court of Appeals,
10, 2002); Rodolico v. Unisys Corp., Prior to joining the firm, Trafi- tiating collective bargaining agree- District of Columbia Circuit; United
96 F. Supp 2d 84 (E.D.N.Y. May 1, mow was a partner in a Manhattan ments; arbitrating grievances; review- States District Court, Western Dis-
2000) and, as amicus curia, Evans v. law firm. He has also served as an ing, revising, and developing employ- trict of New York and Northern Dis-
Stephens, 407 F.3d. 1272 (11th Cir. assistant corporation counsel for the ee handbooks and policies; drafting trict of New York.
2005) (en banc). Unreported decisions City of New York in employment and employment agreements; training He is a member of the New York
include a favorable ruling before the civil rights litigation and prior to that, managers in sexual harassment and State Bar Association and its Labor
United States Court of Appeals for worked as a motions law clerk for the other workplace issues; providing day and Employment Section, the Man-
the Eleventh Circuit, Bedoya v. Hilti, United States Court of Appeals for the to day guidance and advice to human agement Advocates for School Labor
Inc. (Dec. 13, 2005) and numerous dis- Second Circuit. resources managers on variety of em- Affairs (MASLA), and the New York
trict courts decisions. Trafimow earned a juris doctor ployee relations concerns including State School Boards Association
New York Governor Andrew Cuo- from New York University School Family and Medical Leave Act, Amer- (NYSSBA). He has been listed in Best
mo’s signature of a series of bills called of Law and a bachelor’s degree from icans with Disabilities Act, wage and Lawyers in America annually since
the “Women’s Equality Agenda” should University of Chicago. hour law, progressive discipline and 2009 and in New York Super Law-
remind New York employers to reex- He is admitted to practice before discharge, drug and alcohol testing, yers annually since 2008. Trevvett is
amine their compliance with both wage- the United States Court of Appeals union avoidance, and unemployment a member of the Finger Lakes Cere-
hour and discrimination — including for the Second and Eleventh Circuits, insurance benefits. bral Palsy (Happiness House) Foun-
harassment— laws, Trafimow said. the United States District Courts for Employers must be aware of the re- dation Board, Thompson Health Sys-
“In the pay area, New York law the Southern, Eastern and Northern cent amendment to the Fair Pay Act, tem Pension Subcommittee, and is
now requires, among other things, Districts of New York, the Northern Trevvett said. past chair/board member of the Hoch-
equal pay for women as men for work District of Illinois, and the states of “The Fair Pay Act (FPA), amends stein School of Music and Dance at
of ‘equal skill, effort and responsi- New York and Illinois. the existing prohibitions on sex- Canandaigua and past treasurer of
bility’ but permits pay differentials Trafimow is a member of the Amer- based disparities in pay in New Cub Scout Pack 32.
for seniority, merit and any factor ican Bar Association, the New York York’s Equal Pay Act (EPA) (Labor Founded in 1856, Harris Beach
based on ‘a bona fide factor other than State Bar Association and the Ameri- Law 194) in three important ways,” PLLC is among the country’s top law
sex, such as education, training or can Health Lawyers Association. Trevvett said. “First, the FPA limits firms as ranked by The National Law
experience’ and job related and con- Among his recognitions, he was the existing defenses that an em- Journal. Harris Beach and its sub-
sistent with business necessity,” he named among NY Metro Super Law- ployer has to equal pay act claims. sidiaries provide a full range of legal
said. “The law excludes pay differen- yers in 2013 and 2014. Under the EPA, one way that an and professional services for clients
tial policies that cause a disparate Moritt Hock & Hamroff LLP, es- employer could defend a wage dif- across New York state, as well as na-
impact on the basis of sex; where an tablished in 1980, is a full-service, ferential was by showing that it tionally and internationally. Clients
alternative employment practice ex- AV-rated commercial law practice was based on ‘any other factor other include Fortune 500 corporations,
ists that would serve the same busi- with offices on Long Island and Man- than sex.’ The FPA narrows this de- privately-held companies, emerging
ness purpose and not produce such a hattan. The firm’s practice areas in- fense by modifying this language to businesses, public sector entities, not-
differential; and the employer refused clude: alternative dispute resolution, say ‘a bona fide factor other than for-profit organizations and individu-
to adopt the alternative practice.” commercial foreclosure, commercial sex, such as education, training, or als. Principal industries Harris Beach
“The new law provides for liqui- lending & finance, construction & experience’ that is ‘job related’ and represents include education, energy,
dated damages up to 300% — that’s surety, copyrights, trademarks & li- ‘consistent with business necessity.’” financial, food and beverage, health
right, up to 300% —for a ‘willful’ vi- censing, corporate & securities, cred- “The FPA also broadens the geo- care, insurance, manufacturing, med-
olation of this requirement of equal itors’ rights & bankruptcy, cyberse- graphic area over which pay dispari- ical and life sciences, real estate de-
pay on the basis of sex, and prevailing curity, employment, equipment & ties may be compared and institutes velopers, and state and local govern-
employees may (still) recover their transportation leasing and finance, a new liquidated damages provision ments and authorities. The firm’s over
reasonable attorney’s fees,” Trafimow healthcare, landlord & tenant, litiga- increasing employer liable for will- 200 lawyers practice among offices
said. “The new law does allow the tion, marketing, advertising & pro- ful violations to 300% of wages due,” throughout New York state in Albany,
employer who prevails to recover at- motions, not-for-profit, patents, real Trevvett noted. “Given these changes, Buffalo, Ithaca, Melville, New York
torneys’ fees, but only if the claim was estate, tax, and trusts & estates. we recommend that all employers do City, Rochester, Saratoga Springs,
frivolous and commenced or continued a careful audit of all positions and for Syracuse, Uniondale and White
in bad faith.” every instance where a disparity in Plains, as well as in New Haven, Con-
“Based on this and other changes, pay between male and female employ- necticut and Newark, New Jersey.
New York employers are incentivized ees exists to see whether such dispar-
to invest further resources in review-
ing and enhancing their workplace
EDWARD A. ity can be defended based on relevant
lawful criteria.”
employment policies and training,”
he noted. “In particular, employers
TREVVETT “In addition, all compensation-re-
lated policies and practices must be ERYN Y.
Harris Beach PLLC
should carefully review any pay dis- reviewed to ensure that unlawful sex-
parities between male and female em- based pay disparities are eliminated,” TRUONG
ployees and determine whether any Trevvett explained. Campolo, Middleton
adjustments are necessary to come “Finally, it should be noted that & McCormick, LLP
into compliance with the law.” Edward A. Trevvett is a member the FPA bars employers from having
In the cybersecurity space, Trafi- of Harris Beach PLLC where practic- policies that prevent employees from
mow focuses on the intersection of es in the labor and employment law discussing their pay with other em-
technology and human resources best practice group. He also serves on the ployees, similar to the prohibition in As counsel to Campolo, Middleton
practices in assisting clients with pre- educational institutions, health care, the National Labor Relations Act cov- & McCormick, LLP, Eryn Y. Truong
paring written information security and municipalities and local agencies ering employees in the private sector,” practices in the area of intellectual
plans (WISPs). Companies can use industry teams. He is also co-leader of he said. “Managers need to be educat- property for both transactional and
WISPs to mitigate the risk of, and po- the EMS and fire protection providers ed regarding this employee right so as litigation matters. Truong’s practice
tentially limit legal exposure from, a industry team. to avoid violations.” encompasses a wide range of intellec-
data breach. Trafimow serves as part Selected as one of the Best Lawyers Among Trevvett’s many suc - tual property matters including trade-
of a multidisciplinary team that can be in America and listed in New York cessful cases include Matter of Ae- marks, copyrights, patents, trade se-
called into action when a company is Super Lawyers, Trevvett represents neas McDonald PBA v. City of Ge- crets, privacy rights, licensing dis-
25 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Intellectual Property & Labor Law
putes, and domain name dispute res- and the coveted title of Best Law Firm complex civil and criminal white-collar Versocki earned a juris doctor
olution. She manages trademark port- on Long Island. prosecutions involving the construc- from Emory University School of Law
folios for national retail stores and tion industry. His prosecutions focused and a bachelor’s degree, magna cum
manufacturers. She is well versed in on prevailing wage and wage-and-hour laude, from Lehigh University.
conducting infringement analyses and enforcement throughout NYS and re- Archer, Byington, Glennon &
regularly counsels clients on potential
or pending infringement problems.
JAMES sulted in numerous criminal convic-
tions, civil settlements, and the re-
Levine, LLP (ABGL) was formed by
a group of attorneys well-versed in
A Silicon Valley native, Eryn also
litigates intellectual property mat-
VERSOCKI covery of tens of millions of dollars for
the residents of NYS. This experience
the areas of labor, and employment
law, ERISA and employee benefits
Archer, Byington,
ters and complex business litigation Glennon & Levine, allowed Versocki to assist in the draft- law. Its attorneys have developed
in courts on both coasts. She success- LLP ing of proposed legislation and pro- considerable national reputations not
fully represented a photographer in vide guidance to Department of Labor only in handling traditional labor,
a copyright infringement lawsuit, re- investigators in prevailing wage and employee benefit and employment
sulting in a $1.32 million jury verdict. wage-and-hour enforcement matters. issues, but in working on cutting
The case was one of the first ruled As counsel to Archer, Byington, For his exemplary performance, he edge topics of concern to employ-
in favor of a photographer under the Glennon & Levine, LLP, James Ver- was awarded the Attorney General’s ers, unions and working people. The
Digital Millennium Copyright Act. socki regularly advises clients on all as- highest award for prosecutors. firm’s expertise expands into areas
Other noteworthy litigations include pects of NYS, U.S., and NYC labor and Versocki is a member of the Nas- such as real estate, personal inju-
conducting a high stakes trade se- employment laws and actively litigates sau County Bar Association, the ry, medical malpractice, construction
cret trial for an emerging medical de- matters before the National Labor Re- Labor & Employment Committee of accidents and all areas of litigation,
vice company in Delaware Chancery lations Board and NYS and U.S. courts. the New York County Lawyer’s As- including collection practices.
Court, as well as obtaining a verdict Versocki has worked extensively sociation, a member of the New York The firm is located in Melville, but
against sub-brokers on RICO claims with state, federal and local regulatory National Employment Lawyer’s As- its practice is regional and national
in the Agape Ponzi scheme litigation. bodies, including the NYS Department sociation, and he was appointed as a in scope. ABGL is licensed to practice
Truong also serves as outside coun- of Labor’s Apprenticeship Council, to member of the Professionals Commit- and serve the needs of its clients in
sel for a major retailer, managing develop and promote effective programs tee for the International Foundation New Jersey, as well as in New York.
their local counsel and the direction for the development of NY’s workforce of Employee Benefit Plans where he
of their litigation across the United and the enforcement of labor laws. writes and lectures on current topics
States and abroad. As the amendment to NYS’ Equal impacting Taft-Hartley funds, espe- LIBN’S DAILY NEWS ALERT IS FREE.
The registration of so-called “dis- Pay Law went into effect early this cially apprenticeship funds.
paraging” trademarks is arguably the year, Versocki said employers must In 2009, he was appointed to the
hottest issue in intellectual property have a distinct pay scale and well-de- NYS Restaurant and Hotel Industry
law today, Truong said. fined policies within their company. Wage Board where he helped work
“In December 2015, the United “The enactment of the Achieve Pay toward the restructuring of the two
States Court of Appeals for the Federal Equity Act, commonly referred to as separate industry wage orders into
Circuit determined that the section of a Fair Pay Act, requires employers one wage order with a focus on clear,
the Lanham Act barring registration of
‘scandalous, immoral, or disparaging’
to conduct substantial and serious
reviews of their policies and current
concise guidance to employees and
employers.
libn.com
trademarks violates the First Amend- compensation structures,” Versocki
ment,” she said. “This decision opens said. “In addition to reviewing inter-
the door to reconsideration of countless nal pay policies, and the factors used
trademarks previously deemed too of- to determine pay scales, raises, and
fensive for registration. It also has the bonuses, employers will be required
potential to bring some order to the to consider differences in pay scales
inconsistent treatment of ‘offensive’ between business locations within
trademarks by the USPTO, since what the same geographic region, general-
offended one examiner may not have ly by county. Because of heightened
offended another. The withdrawal of penalties — up to 300% of the wages
trademark protection for the Wash- deemed due and the collection of at-
ington Redskins name has been in the torneys’ fees in successful employee
headlines for a while, and it will be lawsuits – the ramifications for not
interesting to see if the Fourth Circuit, reviewing pay scales and policies to
which is hearing the Redskins’ appeal, ensure gender neutrality in such deci-
follows the ruling or charts their own sion-making are very high.”
course. We may end up seeing the Su- “Employers should immediately de-
preme Court tackle the issue in 2016.” velop clear guidance for their supervi-
Truong earned a juris doctor from sors and decision-makers on how pay
Seattle University School of Law and a rates, raises, and bonuses will be made
bachelor’s degree from the University in a gender neutral manner,” he said.
of California, Davis. She is admitted to Prior to joining Archer, Bying-
practice in New York state and Wash- ton, Glennon & Levine LLP in 2008,
ington and before the United States he was in private practice handling
District Court, Southern District of complex internal investigations,
New York; the United States District white-collar criminal defense matters,
Court, Eastern District of New York; and litigation matters for clients be-
and the United States District Court, fore NYS and Federal courts. Versocki
Northern District of New York. also guided clients through regula-
She is a member of the Trademark tory investigations by the NYS and
Committee of the New York Intellectual U.S. Departments of Labor, the U.S.
Property Association and the American Department of Justice, and numer-
Intellectual Property Law Association. ous NYS District Attorney offices. He
Located in both the heart of Long also handled matters for clients before
Island in Ronkonkoma and on the administrative boards, including the
East End in Bridgehampton, Cam- NYC Office of Administrative Trials
polo, Middleton & McCormick, LLP and Hearings and matters involv-
(CMM) is a premier law firm in Suf- ing NYC’s Procurement Policy Board
folk County. Over the past generation, rules and regulations.
CMM attorneys have played a central From 1998 through 2006, Versocki
role in the most critical legal issues was an assistant attorney general for
and transactions affecting Long Is- the State of New York in the Attor-
land. The firm has earned the presti- ney General’s Labor Bureau where his
gious HIA-LI Business Achievement practice focused on the enforcement of
Award, a spot on the U.S. News & a wide range of labor and employment
World Report list of Best Law Firms, laws, including handling numerous
26 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Intellectual Property & Labor Law
laws, as well as the important legal grounds that the Trademark Office’s University and graduated with honors
interplay between domain names and denial of registration of such marks and with distinction, Phi Beta Kappa.
KEITH trademarks. He was also nominat-
ed as an intellectual property “Super
constitutes a denial of important
legal rights to protect private speech
He earned a juris doctor from George
Washington University. For 4 years,
WELTSCH Lawyer” in 2016.
The ability to register trademarks
based on the Trademark Office’s view-
point-dependent disapproval of the
he was a Trademark Examining At-
torney at the U.S. Patent and Trade-
Scully, Scott,
that may be deemed to be “disparaging” message conveyed by the trademark.” mark Office. He is admitted to prac-
Murphy & Presser,
is one of the hottest issues in intellectu- “It will be very interesting to see tice in New York and the U.S. District
P.C.
al property in 2016, Weltsch said. the impact the Federal Circuit’s rul- Court for the Eastern District of New
“In the case of In re Tam, an indi- ing has on a more well-known trade- York and District of Columbia, and is
vidual named Simon Tam, who is of mark registration battle, namely, the a member of AIPLA and INTA.
Asian descent, filed a trademark ap- on-going battle between several Na- Celebrating its 43rd year as a pre-
Keith Weltsch is a partner at Scul-
plication for the mark THE SLANTS, tive Americans and the Washington eminent intellectual property law
ly, Scott, Murphy & Presser, P.C. in
referring to the name of a musical professional football team over the firm SSMP confidently sits at the
Garden City. Weltsch specializes in
group of which he was a member,” he registrability of the term Redskins,” crossroads of cutting edge science,
U.S. and foreign trademark prosecu-
said. “The Trademark Office refused Weltsch noted. “A petition to can- technology and law where it offers de-
tion and clearance. He is experienced the application on the grounds that cel the Redskins’ trademark on the tailed, insightful opinions and secures
in oppositions and cancellations be- the word ‘SLANTS’ was deemed to grounds that it is disparaging of Na- and enforces intellectual property for
fore the Trademark Trial and Appeal be disparaging of persons of Asian tive Americans was granted by the its clients.
Board, as well as in federal trade- descent. Mr. Tam appealed his refusal Trademark Office, but has been ap- The firm continues to grow in the
mark litigation matters. Weltsch is to the Court of Appeals for the Feder- pealed by the Washington profession- areas of biotechnology, materials sci-
also experienced in the copyright reg- al Circuit, where it was reversed on al football team to a separate Court of ence, chemistry, electronics, electri-
istration, enforcement and counseling the grounds that the statutory lan- Appeals. A decision is expected later cal engineering, computer science,
fields. He also has significant knowl- guage preventing the registration of this year.” internet, business methods, mechan-
edge with respect to the rapidly ex- a mark that was considered ‘dispar- Weltsch earned a bachelor’s degree ical arts, pharmaceuticals and nano-
panding and changing domain name aging’ to be unconstitutional on the in history from Pennsylvania State technology.
27 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

CU’s earnings are returned to mem-

WHO’s WHO
bers in the form of higher dividends
CAROL A. paid on deposit accounts and lower
interest rates on loans.
ALLEN People’s Alliance Federal Credit
Union is headquartered in Haup-
People’s Alliance
pauge. PAFCU operates eight New
Federal Credit
York branches with locations in
Union

in Banking & Finance


Hauppauge, Ronkonkoma, Westbury,
Jamaica, Brooklyn, and Yonkers and
has one branch in Miami, FL. Mem-
Carol A. Allen is president and bers also have access at more than
chief executive officer of People’s Alli- 5,000 shared service centers located
ance Federal Credit Union (PAFCU). across the country.
With a spotlight on product offerings and Allen has more than 25 years of ex-
service, many banks and credit unions perience with PAFCU and held titles
of accounting manager, vice president
continue to develop new product lines and of finance, chief financial officer, and
executive vice president/COO. ROBERT G.
ideas to meet the needs of their customers. Allen has full responsibility for the
operations of the credit union. She ALLEN
has handled the financial consolida- Teachers Federal
In this Who’s Who in Banking section, many of tions resulting from mergers, interfac- Credit Union

Long Island’s financial professionals provide es with the financial examiners and
works closely with the executive staff
details about what their banks/credit unions are on product development. With more
than $250 million in total assets, Robert G. Allen is president/CEO
doing to optimize products and services in 2016. PAFCU offers financial services to the of Teachers Federal Credit Union
employees of over 400 companies and (TFCU). Allen has held this position
several select geographical areas. since 1988 and has a total of 45 years
In 2016, PAFCU’s main goal is to working in credit unions. TFCU, one
attract new membership while plac- of the country’s largest credit unions,
ing greater focus on its current mem- is a full service not-for-profit finan-
bership, as they are the reason for cial institution, founded in 1952 by
a small group of teachers and has
INDEXINDEXINDEX PAFCU’s continued success, Allen
said. “With the advent of the Internet grown to more than $5 billion in
and innovative technologies, it is now total assets. TFCU serves more than
possible for PAFCU to offer services 265,000 members, has 25 branch lo-
27 CAROL ALLEN People’s Alliance Federal Credit Union and products that provide our mem- cations and more than 600 employees.
bers with a high degree of control and TFCU has invested heavily in tech-
27 ROBERT ALLEN Teacher’s Federal Credit Union convenience,” she said. nology upgrades, having completed
“By monitoring and managing our a core system conversion earlier this
28 ED BLASKEY TD Bank year. Further upgrades are planned
online presence, coupled with the
28 THOMAS M. BUONAIUTO Empire National Bank launch of our new Home Banking in 2017 for their ATMs, as is contin-
tool and Mobile Phone application, ued emphasis on fraud protection for
28 JOHN FENNELL New York Community Bancorp, Inc./ PAFCU will gain more visibility in their members. This is evident with
the social media arena, ensuring a EMV (chip) card technology for cred-
New York Community Bank
competitive advantage in the financial it cards, as well as PIN protection
29 MARJORY GIORDANI Valley National Bank industry,” she noted. shields installed on their ATMs, and
“The ability to deliver communi- the ability to receive e-mail alerts
29 STEVEN E. GLASS Flushing Bank cations, interact with members, and about account activity.
29 WAYNE GROSSÉ Bethpage Federal Credit Union facilitate information sharing on a As interest rates have remained
24/7 basis at the member’s conve- low, TFCU has helped many of their
30 JOSEPHINE HUGHES Suffolk County National Bank nience is invaluable commodity and members save money by refinanc-
is becoming a new business standard, ing their mortgages, buying cars and
30 ROBERT ISAKEN Bank of America one which will help us expand our homes, using home equity loans for
30 JANE KNEITEL Suffolk Federal membership and attract Millennials: major purchases or college tuition.
the largest generation in U.S. history Allen shares his expertise with-
31 ROBERT MILAS Wells Fargo who are entering their peak spending in the community. He is a trustee of
years,” Allen explained. “Our motto, the State University of New York Old
31 EILEEN NOLAN NEFCU
‘We put people first, even in our Westbury Foundation; member of the
31 MONTE N. REDMAN Astoria Bank/Astoria Financial Corporation name,’ is a testament to our commit- Staller Center for the Arts Advisory
ment to our members, and we are con- Council (Stony Brook University); and
32 STEPHEN SHERIDAN Bridgehampton National Bank fident our product and services will president of Advancement for Com-
32 SCOTT SKOROBOHATY People’s United Bank optimize their financial experience in merce, Industry & Technology (ACIT).
2016 and beyond.” Allen earned a bachelor’s degree
Allen has been a member of the in finance from SUNY Old West-
HIA’s Small Business Development bury and an associate’s degree from
committee and participates in Long Queensborough Community College.
Island LIVE. She currently serves as Teachers Federal Credit Union
treasurer on the board of directors for has full-service branches throughout
the HIA-LI and on the credit union ad- Long Island including Amityville, Bay
visory board for Enterprise Car Sales. Shore, Brookhaven National Labora-
Allen earned a bachelor’s degree in tory, Central Islip, Commack, East
accounting from Hofstra University Northport, Farmingville, Hauppauge,
and a master’s degree in finance from Holbrook, Huntington, Manorville,
Adelphi University. Merrick, Nesconset, North Babylon,
People’s Alliance Federal Credit North Massapequa, Oakdale, Pat-
Union is a full service financial insti- chogue, Port Jefferson Station, Riv-
tution. PAFCU has been serving its erhead, Rocky Point, Selden, Shir-
members for over 75 years. At PAFCU, ley, Smithtown, South Setauket, and
there are no customers – everyone is a Wading River. Members also have
member and owner of the credit union. access to services at more than 5,000
As a not-for-profit cooperative, PAF- shared service centers and 55,000 All-
28 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Banking & Finance
point ATMs located across the coun- & Technology, one of Long Island’s “Our communications strate - National consistently supports nu-
try. TFCU offers financial services to most prominent networking organi- gy needs to accentuate this brand- merous not-for-profit and charitable
all people and businesses located in zations. He is a member of the board ing in order to present our bankers organizations.
Nassau and Suffolk counties. of trustees of SUNY Old Westbury with the opportunity to demonstrate
College Foundation and a member our service quality,” Buonaiuto said.
of the board of trustees for the DNA
Dolan Learning Center, an operating
“With the proper frequency and reach
of communication, we can plant the
JOHN
unit of Cold Spring Harbor Laborato-
ry. Blaskey served as chairman of the
seeds that what we promise we will
deliver. Once our customers and fu-
FENNELL
New York
ED BLASKEY American Heart Association’s 2014
Heart Walk.
ture prospects experience first-hand
our service quality, they are much
Community
TD Bank Bancorp, Inc./New
TD Bank is one of the largest more apt to take advantage and op- York Community
banks in the U.S., providing more timize our full complement of highly Bank
than 8 million customers with a full competitive deposit, loan and cash
range of retail, small business and management products.”
commercial banking products and Buonaiuto earned a bachelor’s de- John Fennell is first senior vice
Ed Blaskey is TD Bank’s market services at approximately 1,300 con- gree in accounting from LIU Post. He president, director of retail bank-
president for suburban New York and venient locations throughout the is also licensed by the State of New ing for New York Community Bank
Long Island. Blaskey is responsible Northeast, Mid-Atlantic, Metro D.C., York as a certified public accountant. in Westbury. As director, Fennell
for commercial lending activities in the Carolinas and Florida. In addi- A graduate of the Bank Administra- oversees the day-to-day operations,
Long Island, Westchester and the tion, TD Bank and its subsidiaries tion Institute’s School of Operations growth and leadership of the bank
Lower Hudson Valley. His responsi- offer customized private banking and and Technology, his professional branches and its employees. He joined
bilities and partnerships include the wealth management services through memberships include the American the bank in 1995 and has worked his
expansion of the wealth, retail, con- TD Wealth ® , and vehicle financ- Institute of Certified Public Accoun- way up through the company to his
sumer and government banking busi- ing and dealer commercial services tants and the New York State Society current position.
ness lines. through TD Auto Finance. TD Bank is of Certified Public Accountants. When Fennell originally started
Blaskey has more than 30 years headquartered in Cherry Hill, N.J. A firm believer in giving back to with the bank there were 14 branches
of banking experience. He joined TD TD Bank has 260 locations, includ- the Long Island community, Buonai- in Queens and Nassau, today he over-
Bank (formerly Commerce Bank) in ing 61 on Long Island. It is ranked #8 uto is chairman of the Long Island sees 258 banking branch locations in
2001 as regional vice president to help retail bank in New York by deposits, Museum Board and has also served New York, New Jersey, Florida, Ohio
launch the Long Island market for $27 billion; #9 retail bank in the five the organization as trustee, treasurer and Arizona.
the bank. He was instrumental in ex- boroughs of New York City by depos- and investment committee chairman. New York Community Bancorp,
panding TD Bank Long Island’s re- its, $8.4 billion. A past board president and current Inc. is leveraging its relationship
tail franchise and commercial lending board member of the Child Care Coun- based products and services to in-
business lines. Blaskey contributed to cil of Suffolk, he is a current ALS Ride crease share of wallet and retention,
establishing the brand, model and cul- for Life board member. Buonaiuto was Fennell said.
ture of what has become “America’s recently appointed to LIU Board of “We offer value-added banking and
Most Convenient Bank.” THOMAS M. Trustees and also serves on LIU Post non-banking products and services
TD Bank keeps up with the chang- College of Management’s Executive bundled together, that increase in
ing world, Blaskey said. BUONAIUTO Board of Advisors and is a member of benefits as you grow your banking
“Our customers are looking for Empire National the Energeia Partnership, a leadership relationship with us,” he said. “We
faster, on-the-go access to their bank Bank academy dedicated to identifying and strive to be the bank that you are
and they expect us to offer the fea- addressing the serious, complex and with at every stage of life, offering
tures they need in a secure environ- multi-dimensional issues challenging customers basic needs such as check-
ment,” he said. “At TD Bank, we con- the Long Island region. ing, savings and loans, to planning
tinue to invest heavily in technolo- Thomas M. Buonaiuto is presi- Recognized for his dedication to the for retirement with investments and
gies that offer added convenience. For dent, chief operating officer and di- community, Buonaiuto was named insurance. We are leveraging tech-
example, our mobile application for rector of Empire National Bank, a New Ground’s 2013 Golf Tournament nology to provide our customers with
small businesses offers mobile depos- full service commercial bank head- honoree and currently serves on the the ability to bank with at their con-
it, which allows customers to depos- quartered in Islandia. group’s golf committee. The organi- venience, and continue to evolve our
it checks by simply taking a picture Prior to joining the Empire National zation is dedicated to meeting the online and mobile channels.”
from their cellphone, and online bill Bank, Buonaiuto held the title of exec- needs and challenges of Long Island’s Fennell serves on the Town of
pay so that, upon setup, users can utive vice president and chief financial homeless population. He was the 2016 Hempstead Workforce Board and vol-
manage payments for utilities, credit officer of Union State Bank. Prior to Long Island Museum Golf Honoree. unteers with many other worthy caus-
cards and other services directly from that, he served as executive vice presi- Empire National Bank is a Long es such as the YMCA, Island Harvest
the app. These are the services that dent and chief financial officer of Long Island-based independent bank that and Ronald McDonald House.
customers today are looking for; this Island Commercial Bank. Buonaiuto specializes in serving the financial With assets of $50.3 billion at De-
is what leads to a better banking ex- began his career specializing in bank- needs of small to mid-sized businesses, cember 31, 2015, New York Commu-
perience overall.” ing as an auditor for KPMG. professionals, nonprofit organizations, nity Bancorp, Inc. is the holding com-
“At TD Bank, we place an empha- In today’s electronic environment, real estate investors and consumers. pany for New York Community Bank,
sis on bringing together all of our banks need to remember that prod- With four banking branches located in a New York State-chartered savings
channels — online, mobile, in-store, ucts and services must reach far be- Islandia, Shirley, Port Jefferson Sta- bank serving customers throughout
ATM and phone — to give customers yond offering the latest technology, tion and Mineola, New York, Empire metro New York, New Jersey, Flor-
the legendary service they’ve come to Buonaiuto said. National Bank also has a Manhat- ida, Ohio, and Arizona; and New
expect from us,” Blaskey said. “It’s a “While technology can help opti- tan-based private banking office.      York Commercial Bank, a New York
challenge for banks to keep pace with mize product and service offerings, The financial institution’s bank- State-chartered commercial bank
the technology at customers’ finger- both community and large money ers take pride in understanding the serving consumers and businesses in
tips, but we must continue to make center banks virtually offer the same needs of each customer, so the bank the New York City boroughs of Man-
investments in the kinds of technolo- product line,” Buonaiuto noted. “What can deliver the highest quality of ser- hattan, Queens, and Brooklyn, and
gy that are right for our customers.” differentiates one bank from another vice with a sense of urgency. As a the counties of Nassau, Suffolk, and
Prior to joining TD, Blaskey spent is the quality of service they offer, Long Island-based bank dedicated to Westchester – all in New York.
10 years at EAB in numerous com- their given sense of urgency, and ul- helping local communities, Empire New York Community Bank is
mercial lending capacities, the most timately their application of solutions among the largest thrift in the na-
recent as group vice president of to customer’s business and personal place your business tion and one of the leading thrift de-
the Long Island community lending life-cycle financial needs.” positories in most of the markets its
group. Prior to that, he spent 10 years “Any bank can obviously enhance card in the pockets serve. Its roots go back to 1859, when
at Chase (legacy Chemical Bank) in their product and service pricing and of premier industry the bank was chartered by the State
numerous lending roles on Long Is- positioning; however, optimization professionals of New York in Queens. Since then,
land and in NYC. truly happens when bankers ask the the bank has grown from a single
Blaskey earned a bachelor’s de- right questions, get to fully know the branch in Flushing to 258 branch of-
gree in banking and finance from financial needs of each and every cus- libn.com
fices in five states.
Adelphi University. tomer and then put together the ap- Contact our advertising It operates its branches with an
Blaskey is a past president of Ad- propriate package of financial solu- department to discuss options emphasis on convenience, with 250
for your business at 631.737.1700
vancement for Commerce, Industry tions,” he said. locations that feature 24-hour ATM
29 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Banking & Finance
banking, and over 210 of its commu- community organizations and busi- lives of its members, employees and
nity bank branches open at least six ness owners on essential public safety communities,” Grossé said. “Over the
days a week. The bank also offers and economic development activities. course of the next year, we will look
customers 24-hour access to their
accounts with online banking, mo-
STEVEN E. He later worked in marketing, sales,
and management positions for various
for opportunities to bring value to all
market segments on Long Island by
bile banking and the ability to bank GLASS businesses in the private sector.
Glass holds several FINRA financial
expanding our residential mortgage
product portfolio and increasing our
24/7 by phone. Flushing Bank
investment securities and New York reach through consumer lending. We
State insurance agent licenses. He has will also build upon member service by
lectured in business entrepreneurship delivering consistent experiences and
programs at Brooklyn College and the effortless end-to-end member journeys
Nassau and Suffolk County Small Busi- regardless of the channel a member
MARJORY Steven E. Glass is senior vice pres-
ident, director of retail business de- ness Development Centers. chooses to interact with us.”
GIORDANI velopment at Flushing Bank. Joining
Flushing Bank in 2013, Glass man-
Glass was recently appointed to the
New York State Independent Judicial
“As financial institutions become
pressured to provide digital user ex-
Valley National Election Qualification Commission for periences similar to Apple Google and
Bank ages a team of business development
officers and branch-based business the 2nd and 13th Judicial Districts. His Amazon, we will implement new dig-
specialists who identify new business voluntary efforts have also included ital capabilities and improve existing
opportunities and recommend appro- the board of trustees of the Brook- capabilities, which will allow us to
priate deposit, cash management, and lyn-Queens Conservatory of Music; widen our reach within the market
Marjory Giordani is a communi- credit solutions. past vice chairman of the Brooklyn and deepen member relationships,”
ty lending officer at Valley National Glass is part of Flushing Bank’s Chapter of the American Red Cross Grossé explained. “Additionally, we
Bank. Giordani is responsible for the management team establishing strat- in Greater New York; and teaching will research new ways to acquire
origination of commercial credit and egies to serve new business segments financial literacy to private and public checking accounts and engage mem-
developing and deepening new and and participating in community, civic, school students. bers, as well as revisit our brand prom-
and business functions. Flushing Financial Corporation ise to ensure it reflects our organiza-
existing business relationships.
In 2016, Flushing Bank’s business is the holding company for Flushing tion’s character and what members
Giordani began her career in bank- Bank, a New York State-chartered
development officers and business expect from us with every interaction.”
ing 17 years ago with Bank of New commercial bank insured by the Fed- Within the credit union industry,
specialists will continue to utilize a
York and has spent most of her career eral Deposit Insurance Corporation. Grossé has played an active role in
consultative sales approach to engage
developing new business in retail and The bank serves consumers, business- numerous associations and has been
clients in collaborative credit conver-
commercial banking. She is a long sations and to identify new business es, and public entities by offering a instrumental in spearheading two
time resident of Nassau County and opportunities, Glass said. full complement of deposit, loan, and breakthrough shared-service opera-
very familiar with the Long Island “While other banks and credit cash management services through its tions. Most recently, he was named
market place. unions have consolidated personnel in 19 banking offices located in Queens, to the CUNA Government Affairs
“As the economic recovery contin- their retail branches, Flushing Bank Brooklyn, Manhattan and Nassau Committee, where he will serve with
ues to gain momentum, Valley’s com- has expanded the team that serves County. Flushing Bank’s Business key credit union leaders as an advisor
our business clients,” he said. “Our Development Team is comprised of to the industry in Washington, DC.
mercial lending professionals have
Business Development Team provides a group of experienced bankers who He was also a board member for the
recognized a need to develop a group
resources and information on depos- work to provide a personalized and NYCE ATM Network for four years
that is specifically designed to serve professional level of service. The
its, lending, cash management, and and has served on the Long Island
the needs of these diverse areas of team focuses on building long term Council of the New York State Credit
related services, and can communi-
the bank’s communities,” Giordani relationships with its customers and Union League for more than 11 years.
cate with our clients in nearly a dozen
said. “Valley’s Community Lending foreign languages. The Business De- takes the time to understand their Grossé began his career more than
Sales Team will be responsible for velopment Team is also the link to business to provide competitive lend- 35 years ago with the Pan Am Federal
the bank’s New Jersey and New York Flushing Bank’s strong commercial ing and banking solutions. Credit Union, now known as People’s
markets and will support Valley’s real estate and mixed-use and resi- Alliance Federal Credit Union. After
commitment to providing loans to dential lending services; our Complete 10 years with Pan Am, he moved on
small businesses and nonprofit orga- Banking for Professionals program to Island Federal Credit Union as ex-
for doctors, attorneys, and CPAs; and ecutive vice president, serving the em-
nizations. This experienced and mo-
bile sales team will focus on develop- Premier Banking for consumers.” WAYNE ployees of KeySpan.
“Flushing Bank is expanding Grossé earned an undergraduate
ing personalized financing solutions
for businesses with annual sales be-
the Universal Banker model in our GROSSÉ degree in political science from Oswe-
branches with skilled and responsive Bethpage Federal go State University of New York and
tween $500,000 and $15 million, and Credit Union a master’s degree in business from
service, knowledgeable needs-based
borrowing needs between $100,000 selling, cutting edge technology, and Dowling College. He has held posi-
and $1 million throughout New Jer- a smaller physical footprint,” Glass tions on the Huntington Chamber of
sey, Manhattan, Long Island and the said. “The future is already evident Commerce, and currently sits on the
outer boroughs of New York.” at our two newest branches at RXR Wayne Grossé is president and board of the Farmingdale Foundation
Giordani earned a bachelor’s de- Plaza in Uniondale and 99 Park Ave- chief executive officer of Bethpage and is the chair-elect of the Family
gree and master’s degree in finance nue in Manhattan.” Federal Credit Union. He joined Beth- Service League. He was also recently
and banking from Adelphi University. “We value our clients and the com- page Federal Credit Union, in 1999, appointed to the Governmental Af-
Valley National Bancorp is a re- munities where we work and live,” as senior vice president of operations fairs Committee at CUNA, and was
gional bank holding company head- Glass noted. “We are actively involved and was named its fourth president elected to the CO-OP Board.
in business and charitable events and and CEO, in 2015. Over the course of Bethpage Federal Credit Union is a
quartered in Wayne, New Jersey with
are committed to expanding finan- his years at the credit union, Grossé premier community financial institu-
more than $20 billion in assets. Its tion committed to enriching the lives
cial literacy through programs in local has also held the positions of chief
principal subsidiary, Valley National schools and other institutions.” operating officer, as well as executive of its members, employees and the
Bank, currently operates 227 branch Glass started his banking career at vice president in charge of operations, communities it serves for the past 75
locations serving 31 counties through- Citibank, in 1999, as Division EVP for overseeing the management of the years. Bethpage is the largest cred-
out northern and central New Jersey, downtown Brooklyn, where he helped lending, business development, oper- it union in New York State, as well
the New York City boroughs of Man- grow the borough’s business hub. From ations, marketing, business analysis, as 16th in the nation, according to
hattan, Brooklyn, Queens and Long 2010 to 2013, Glass was small busi- and information services department. Peer-to-Peer by Callahan & Associ-
Island, and Florida. ness market manager in the tri-state Grossé held a leading position ates. Bethpage is a federally char-
Valley National Bank is one of the region. His Long Island-based team during the credit union’s charter con- tered credit union, which is open to
largest commercial banks headquar- of business bankers was among Citi- version, which allowed Bethpage to new members who open a member-
bank’s top performers in the nation. serve nearly all residents who live, ship account with $5. As a financial
tered in New Jersey and is commit-
Prior to Citibank, Glass worked in work or go to school on Long Island. cooperative, Bethpage offers top mar-
ted to providing the most convenient
New York City government for more He has also overseen Bethpage’s ket rates, low fees and world-class
service, the latest in product innova- than 10 years as special assistant to growth into the largest credit union service, and a full menu of person-
tions and an experienced and knowl- former Brooklyn Borough President on Long Island and in New York al and commercial financial services.
edgeable staff with a high priority on Howard Golden. In this role, he ad- State, with over $6.8 billion in assets Bethpage maintains 34 full service
friendly customer service 24 hours a vised many local development corpora- and 298,000 members. branches, including its newest branch
day, 7 days a week. tions, business improvement districts, “It is Bethpage’s vision to enrich the in New York City.
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range of products and services includ- their financial lives, and are doing union since 1995. She coordinated
ing deposit accounts, commercial and more than ever to create a seamless, ATM operations until 2002 at which
consumer lending, residential mort- integrated experience across chan- time she assumed management of
JOSEPHINE gages, cash management, mobile nels. We’ve also recently launched the Compliance and Security Depart-
banking and more. SCNB is one of the cardless ATMs nationwide, with the ments. When she advanced to assis-
HUGHES largest community banks headquar- number of machines that have the tant vice president of administration,
Suffolk County tered on Long Island with 26 branch technology growing on Long Island.” in 2004, she accepted the additional
National Bank locations in Nassau and Suffolk and an Prior to Bank of America’s merg- responsibilities of human resources,
additional branch and regional com- er with Fleet Bank, Isaksen was the staff development and facilities.
mercial lending office in Long Island senior team leader for Fleet’s Metro Suffolk Federal continually devel-
City. The bank’s market niche includes New York Healthcare and Institu- ops its consultative service culture,
Josephine Hughes is senior vice small and middle market businesses, tions group focusing on healthcare Kneitel said. “The overall success of
president and team leader of the busi- as well as retail clients ancillary to providers and all other not-for-profits our members, our staff, and Suffolk
ness banking relationship manage- these commercial relationships. located in New York City, Long Is- Federal is determined by our ability
ment group and small business lend- Recognized for its long history of land and the northern suburbs. Prior to grow and adapt to the current mar-
ing group at Suffolk County National commitment to businesses and con- to this, he managed the Fleet Bank ket and financial environment,” she
Bank (SCNB) in Riverhead. Hughes is sumers - and its financial support and Middle Market line credit process for said. “At Suffolk Federal, our caring
responsible for leading her team of 10 services to local municipalities and Metro New York. and experienced team is committed to
professionals to develop new business not-for-profits – SCNB is also known, Isaksen also held a number of line helping our members achieve their fi-
opportunities, grow the loan portfolio along with its employees, for its cul- and credit positions at NatWest. From nancial goals throughout their person-
and deposit base for the bank, and ser- ture of active community involvement. 1993 to 1996, he was the division se- al journey. This creates lifelong, loyal
vice and maintain the existing custom- nior credit officer for the National and members who understand that our
er base throughout Suffolk County. Structured Finance Divisions. The na- commitment to their financial stability
SCNB is entering an exciting 2016 tional division focused on a national far surpasses the competition. With
with a new initiative that has been corporate lending practice and also each personal and financial achieve-
put in place specifically to optimize ROBERT included NatWest’s for-profit national
healthcare specialty.
ment, they can feel confident to say
that Suffolk Federal was the beacon
the customer experience, Hughes said.
“The desire for efficiency and tight- ISAKSEN Isaksen earned a bachelor’s degree
in business economics from the State
that guided them to such success.”
Suffolk Federal is faced with the
er integration across delivery chan- Bank of America
nels drove the decision for SCNB to University of New York at Oneonta ongoing challenge of aligning employ-
consolidate its technology infrastruc- and a master’s degree in finance from ees with the corporate mission and
ture into one platform that will create Pace University’s Lubin Graduate goals, she noted.
top shelf, consistent service that in- School of Business. “My team helps Suffolk Federal
corporates an enhanced digital experi- Robert “Bob” Isaksen is Bank of He is a member of the Long Island meet that challenge by identifying
ence for customers,” she said. America’s Long Island market pres- Association, United Way of Long Is- competencies at every level of the or-
“From a more robust suite of cash ident. In addition to his responsibil- land, Cold Spring Harbor Labs Cor- ganization that support our corpo-
management products to a stream- ities as market president Isaksen is porate Advisory Board, Long Island rate strategy of superior member ser-
lined loan process, SCNB’s improved responsible for coordinating Bank of Housing Partnership and Stony Brook vice,” she said. “Once identified, we
technology infrastructure will make America’s Go-To-Market strategy on Children’s Hospital Task Force. established protocols to hire for these
its products more efficient and easier Long Island. Bank of America is one of the skills, and we develop them on an
to use,” Hughes explained. “New ATM Isaksen is also market executive world’s largest financial institutions, ongoing basis with both formal train-
and debit card programs, enhanced for the Long Island Business Banking serving individual consumers, small- ing programs and mentoring. Every
mobile banking, remote deposit and team where he leads a team of client and middle-market businesses and employee is part of the credit unions’
bill pay products are some of the op- relationship managers to deliver stra- large corporations with a full range of success and our policies and programs
timized services SCNB’s clients can tegic financial advice and solutions to banking, investing, asset management engage employees in ongoing conver-
look forward to as the year unfolds.” help locally-based small to mid-sized and other financial and risk manage- sations to continually improve skills,
Technology is just one half of the companies grow, improve liquidity ment products and services. From improve processes and ultimately de-
equation, she said. and cash flow, manage U.S. and in- supporting local nonprofits to hosting liver superior member service. “
“Along with its investment in op- ternational payments and invest for personal finance workshops, Bank of The credit union also focuses on
erations, the company is expanding the future. He most recently served America is committed to strengthening succession and next generation devel-
its staff and physical footprint to sup- as senior credit products manager in Long Island communities. opment. “Maintaining Suffolk Feder-
port its ability to deliver products specialized industries-northeast. In neighborhoods across Long Is- al’s bench strength can prevent dis-
and services face to face to an even Bank of America focuses on brining land, the company supports organi- ruption in the attainment of the credit
wider client base,” Hughes explained. customers its services on demand. zations that address housing, hunger union’s strategic and financial goals
“Knowing that people are the heart “Currently, 32 million customers and jobs, providing services that meet while providing consistency in deci-
of client relationships, the bank con- access their Bank of America accounts the basic needs of individuals and sion making,” Kneitel explained.
tinues to expand its talented team of via mobile banking, online banking or families, as well as those that foster Suffolk Federal, headquartered in
banking professionals with additional both — a sign that customers are be- education and employment opportu- Medford, is a not-for-profit coopera-
relationship managers and support coming increasingly mobile,” Isaksen nities. In 2015, Bank of America pro- tive financial institution chartered in
staff whose mission is to continue pro- said. “We’re continuously focused on vided about $1.5 million in grants and 1967 by the National Credit Union
viding the highest level of service that providing customers ease and conve- other support to Long Island nonprof- Administration (NCUA), and is owned
SCNB strives to deliver every day to nience, and recently we made a num- its, and employees volunteered more and operated by its members. Suf-
every client.” ber of updates to these platforms. For than 6,000 hours of their time to local folk Federal has nine branch locations
Since beginning her banking ca- example, Bank of America is one of the causes. One of the largest employers throughout Suffolk County and be-
reer in 1989, Hughes has worked in first major U.S. banks to offer debit on Long Island, Bank of America and lieves that every member has a voice.
a number of diverse roles including card lock/unlock for customers to pro- its predecessor banks began serving Suffolk Federal’s earnings are re-
commercial lending, business devel- tect their accounts. Additional updates the region more than 125 years ago. turned to its members in the form of
opment, financial analysis, operations include streamlined card management lower rates on business loans, person-
and administration. pages, two-way fraud email alerts and al loans, higher rates on savings, and
Prior to joining SCNB, she worked flexible deposit applications.” reduced fees, allowing us to help our
at Roslyn Savings Bank, Roosevelt With more mobile and online bank- more than 55,000 members achieve
Savings Bank and KeyBank.
Hughes earned a bachelor’s degree
ing services being made available to
customers, the bank launched a pro-
JANE greater financial stability.
The volunteer-directed credit
in business administration, with a con-
centration in economics, finance and
gram in many of its financial centers
that guide customers through these
KNEITEL union, with assets in excess of more
than $1 billion, offers membership to
Suffolk Federal
banking, from Hofstra University. She services, Isaksen explained. anyone who lives, works, worships
is a member of the Risk Management “Our strategy is to deliver a seam- or attends school  in Suffolk County
Association and Hauppauge Industrial less experience for customers across NY. The credit union provides a wide
Association and is a supporter of local all channels, and be there for them range of financial services. In addition
chambers throughout Suffolk County when and where they need us,” Isak- Jane Kneitel is chief administra- to savings and loans with Suffolk Fed-
and various charitable organizations. sen said. “We are committed to being tion officer at Suffolk Federal where eral, it offers insurance products, free
Founded in 1890, Suffolk County open, flexible and fast to invest in she assists the CEO and board with financial planning, online banking
National Bank, which is headquar- state-of-the-art digital banking tech- the strategic planning process. and bill payment to name a few—and
tered in Riverhead, NY, offers a full nology to help our clients manage Kneitel has been with the credit easy access to cash.
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Suffolk Federal is committed to a of the Arthritis Foundation for more convenient ways to access mobile pay- positions during his tenure, including
relationship with its members based than eight years. ment methods via Apple Pay or from a executive vice president and chief fi-
on trust and respect. Wells Fargo & Company is a di- digital wallet, our members can enjoy nancial officer, and was most recently
versified, community-based financial a more robust menu of online offer- president and chief operating officer.
services company with $1.8 trillion in ings. We are also utilizing technology He was appointed president and chief
assets. Founded in 1852 and headquar- to make banking more secure with the executive officer and elected to the
tered in San Francisco, Wells Fargo introduction of EMV fraud protection board of directors in 2011.
ROBERT provides banking, insurance, invest-
ments, mortgage, and consumer and
on our debit and credit cards.”
“Our goals in 2016 remain centered
“Since 2011, Astoria Bank has fo-
cused on building and strengthening
MILAS commercial finance through 8,700 lo-
cations, 13,000 ATMs, the internet and
in our mission, to provide high value
financial products and exceptional
its Business Banking Group through-
out the New York area,” Redman said.
Wells Fargo
mobile banking, and has offices in 36 service that enable our members to “In addition, we expanded our branch
countries to support customers who build financial success,” Nolan said. network over the last few years, most
conduct business in the global economy. Nolan previously served as NEF- recently adding a Melville Branch in
Wells Fargo & Company has approxi- CU’s chief branding officer, as well as 2014, as well as a Long Island City
Robert Milas is a senior vice pres- mately 265,000 team members and was senior vice president for marketing branch in 2015, which is in a rapidly
ident and the loan team leader for ranked No. 30 on Fortune’s 2015 rank- and community relations, since join- growing residential and established
Wells Fargo’s Commercial Bank in ings of America’s largest corporations. ing the credit union in 2007. Prior to commercial neighborhood of Queens.
Melville. For the past 25 years, Milas joining NEFCU, she was a managing As a result of these and other efforts,
has cared for commercial banking cus- director at HIP Health Plan of New Astoria’s core business deposits con-
tomers as a portfolio manager, a rela- York. Her experience also includes tinue to grow, having increased by
tionship manager, the BDO and now senior management roles at European double digits each year and now total-
the LTL for the team. In his current
role, he is responsible overseeing a
EILEEN American Bank (EAB) and as director
of marketing for Chase Long Island.
ing over $1.15 billion.”
“Astoria remains focused on provid-
team of RMs and for sourcing and
closing commercial transactions in-
NOLAN Nolan serves on the board of UsNet,
a national credit union shared branch-
ing New York area businesses of all
sizes with local expertise, direct ac-
NEFCU
cluding loans, treasury, FX, equip- ing network and has previously served cess to decision makers and hands-on,
ment finance, trade banking and in- as a long-time member of the executive consultative advice to help improve
surance for the group. board of Advancement for Industry, their cash flow and grow,” Redman
Milas began his banking career Commerce and Technology. noted. “We continue to build our rela-
with Chemical Bank back in 1991 Eileen Nolan is executive vice pres- She earned a bachelor’s degree, tionships with both new and existing
and completed their 10 month Credit ident, chief marketing and sales offi- summa cum laude, from St. Joseph’s business clients by providing access to
Training Program in 1992. He then cer for NEFCU. Nolan is responsible College and a master’s degree from capital, convenient day-to-day bank-
spent 10 years with Fleet Bank/BoA, for the direction of NEFCU’s sales, Hofstra University. She is also recog- ing and cash management services,
starting in 1994. In 2004, he was service, marketing, business develop- nized as a Certified Chief Executive as well as helping them prepare for
part of a five-person team, which was ment, branch and call center opera- through the Credit Union Executives those ‘what if’ situations. To achieve
formed to start and grow the commer- tions. These responsibilities are inclu- Society (CUES) Executive Training this, our experienced relationship
cial banking business for the former sive of expansion and transformation CEO Certification Program, success- and branch managers not only help
North Fork Bank, now Capital One. strategies within the branch and call fully completing study at the Wharton business owners utilize a full suite of
He joined the Wachovia/Wells center channels, as well as the stra- School of Business, Cornell University treasury management services, but
Fargo Commercial Banking team tegic oversight for sales, marketing, and the Darden School of Business at also combine those options with local
in 2007 and has helped to grow the branding, public relations and com- the University of Virginia. market knowledge and connections to
bank’s commercial business through- munity outreach activities. Nolan also has accreditations from help businesses succeed.”
out Nassau and Suffolk counties. This year, NEFCU is implement- Six Sigma, Outward Bound, as well as “In essence, Astoria is able to offer
“With over 85 different product ing a multi-year progressive and cre- an executive leadership program pro- business owners a unique combina-
partners throughout the bank, includ- ative approach to branch banking with vided by the University of Colorado at tion of the customization, access and
ing treasury management, equipment the emergence of Interactive Teller Colorado Springs. attention of a small bank with the
finance, insurance and investment Machines (ITMs). “We are the first NEFCU is one of Long Island’s experience, reach and services of a
banking to name a few, we are able credit union on Long Island to roll-out leading not-for-profit full-service fi- larger bank,” Redman said.
to bring a broad breadth of products ITMs, the first of which were intro- nancial institutions that offers ser- In order to continue its commit-
and services to the core middle mar- duced in our new Bay Shore location. vices to all Long Islanders. With more ment to growth and deepening its per-
ket here on Long Island,” Milas said. These ITMs will allow us, over time, than $2.5 billion in assets and over sonal relationships with customers,
“With over 100 regional commercial to create efficiencies by centralizing 160,000 members, NEFCU is head- Astoria Bank is offering convenient
banking offices throughout the U.S., our teller staff in one location and have quartered in Westbury, NY and has technology that customers want and
it is highly likely that we have knowl- them service multiple branch locations branches and a shared branch net- need, Redman explained.
edge and experience in most indus- through video technology. This will work throughout Nassau and Suffolk “Our new Touch ID® for iPhone of-
tries served.” ensure consistency of service and effec- counties. To join NEFCU, eligible fers the convenience of logging into the
“In addition to the core wholesal- tive utilization of the skills of all of our members must live, work, worship, at- Astoria Bank Mobile Banking app to
ers, manufacturers, distributors and tellers while decreasing member wait tend school, or regularly conduct busi- quickly access certain features of mo-
retailers, our commercial bank serves times and supporting our ability to ness in Nassau and/or Suffolk coun- bile banking, such as viewing balanc-
the specific needs of a variety of indus- open even more branch locations.” ties (excluding the townships of East es and activity, with the convenience
tries including beverage, agriculture, “In addition to technology, one of Hampton, Southampton and Shelter of only using a fingerprint to log in,”
technology, healthcare and higher ed- our primary goals remains the com- Island). Existing NEFCU members he said. “Astoria Bank has also intro-
ucation,” Milas noted. “We are always mitment to continued that make it may also sponsor in immediate family duced chip technology for its credit/
asking our customers for their input easy to do doing business with us,” members or household members. debit cards, ensuring a higher level of
about their specific business priorities Nolan said. “We continue to evaluate security while making transactions.”
to ensure our offerings remain compat- our products and services to ensure “Additionally, through our Busi-
ible with their evolving needs. All our that they that reflect an understand- ness Banking Professionals Program,
bankers, here on Long Island, are com-
mitted to supporting the communities
ing and appreciation for the depth
and breadth of member relationship
MONTE N. Astoria Bank continues to work with
an array of professionals, such as
in which we live through social events
and volunteerism.”
with NEFCU. Our deposit and loan
rates have historically always been
REDMAN attorneys, CPAs and physicians, to
provide cash management services
Astoria Bank/
Milas earned a bachelor’s degree among the best in the marketplace Astoria Financial – including consolidating funds, con-
in business administration from and our stance will not change. We Corporation trolling disbursements, and more,” he
Pace University. He is a supporter of are here for our membership and we said. “Special benefits and offers are
local charities including the March of continually seek ways to derive strong available for each group to cater to
Dimes, the Ronald McDonald House, competitive value.” their specific needs.”
the American Cancer Society Hope “With a membership comprised Monte N. Redman is president and Redman is a member of the board
Lodge and the Child Care Council of of so many early adopters, we’re also chief executive officer, and a member of directors for the Federal Home
Nassau County. ushering in a variety of new enhance- of the board of directors of Astoria Loan Bank of New York and the New
Milas has served on the board of ments to enrich our members’ online Financial Corporation and its sub- York Bankers Association, address-
the Risk Management Association for experience,” Nolan noted. “From en- sidiary Astoria Bank. Redman joined ing issues of importance to the New
the past nine years and is a board hanced mobile solutions that help Astoria in 1977. He served in various York banking community. He is also a
member for the Long Island Chapter manage money ‘on the go,’ to more accounting, investment and treasury member of the American Bankers As-
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sociation’s American Bankers Council. the regional business customers has community banks in the country. It ly growing loans and deposits, while
A magna cum laude graduate of helped to achieve continued steady has assets of about $3.8 billion and maintaining excellent asset quality
New York Institute of Technology, growth. He was integral to the suc- operates 40 retail branch locations across all of our portfolios. In 2016,
Redman is a member of the NYIT cessful integration of the 11 Commu- serving Long Island and the greater we continue to focus on supporting
Board of Trustees, and is a director nity National Bank (CNB) branches New York metropolitan area. In ad- the growth and success of our cus-
and former chairman of the board of recently acquired by BNB. He has dition, BNB has two loan production tomers through products and services
the Tourette Association of America. also been involved in the opening of 4 offices: one in Manhattan, and one in that support their individual needs.”
Astoria Financial Corporation, de novo branches, as well as the man- Riverhead, New York. “We know that our business is built
with assets of $15 billion, is the hold-
agement of total deposits of $673MM. Using a relationship based model, on our ability to exceed our customer’s
ing company for Astoria Bank. Es- Banking products and services BNB’s banking professionals offer flex- expectations,” Skorobohaty said. “We
tablished in 1888, Astoria Bank, with are often very much the same, Sher- ible programs designed to help both tailor our checking, savings, mobile
deposits in New York totaling $9 bil- idan noted. commercial and individual customers banking, commercial including real
lion, is among the largest thrift depos- “Optimizing them comes down to meet their financial needs. Lending estate, small business, middle mar-
itories in New York with 88 banking the solid partnership between banker is proactive, and decisions are local ket, large corporate, specialty finance,
branch locations, a business banking and customer,” he explained. “In this – made on Long Island by a lending treasury management and govern-
office in Manhattan, and multiple de- age of technology, it’s still the ability team that understands the market- ment banking and wealth manage-
livery channels, including its flexibleto have a conversation with someone place and the unique challenges of the ment products and services to deliver
mobile banking app. Astoria Bank who understands the unique challeng- area. Banking products and services unique customer solutions. We don’t
commands a significant deposit mar- es of a business that supports suc- include effective technologies like on- just sell; we use our know-how to cre-
ket share in the Long Island mar- cess. We stay in close touch with our line banking, online bill pay, remote ate innovative solutions to address
ket, which includes Brooklyn, Queens, customers to make sure we have the deposit capture and lockbox, as well our customer’s financial needs and
Nassau, and Suffolk counties. products and services that help move as the traditional menu of deposit those of their family.”
Astoria Bank originates multi-fam- their business forward. It’s a person- and loan products. In addition, Title Prior to joining the bank in 2015,
ily and commercial real estate alized experience as opposed to an off Insurance is offered through Bridge Skorobohaty was executive vice pres-
loans, primarily on rent controlled the shelf approach.” Abstract and investment direction is
ident, chief banking officer at Hud-
and rent stabilized apartment build- “That being said, we recognize the provided by Bridge Financial Services.
son Valley Bank, chiefly responsible
ings, located in New York City and need to make sure BNB is able to Throughout its history, BNB has es-
for sales and marketing across the
the surrounding metropolitan area provide a full array of products and tablished a reputation for personal ser-
company, including overall direction,
and originates residential mortgage services to our customers,” Sheridan vice, access to decision makers and en-
management and administration. He
loans through its banking and loan said. “Our product suite includes re- gaged involvement in the community.
drove organizational strategy and ac-
production offices in New York, a bro- mote capture, lock box and other cash
ker network in four states, primarily countability for annual sales goals
management tools. We recently part-
along the East Coast, and correspon- while optimizing organizational man-
nered with a third party FX company
dent relationships covering 13 states agement and business line planning
to provide foreign exchange services,
up to the bank’s acquisition by Ster-
and the District of Columbia. Astoria
has entered into a strategic merger
including forward contracts. We are
also now offering Foreign Letters of
SCOTT ling Bancorp in June 2015. Previous-
ly, Skorobohaty was a substantial
agreement with New York Communi-
ty Bancorp (NYCB) and, once the deal
Credit. And, we have put in place new SKOROBOHATY contributor to the growth of North
departments to address the needs of a People’s United Bank
is closed, looks forward to working Fork Bank by designing, creating and
growing business marketplace, which
with NYCB to continue to serve the implementing strategic initiatives to
for BNB has expanded in the last year
communities which have come to rely enhance the experience of that com-
from Montauk to Manhattan. Two
on us for the past 127 years. new departments are now in place, pany’s New York metro client. A focus
to facilitate expedited SBA lending, on optimizing commercial banking
Scott Skorobohaty is executive vice
and we have initiated an equipment relationships during Skorobohaty’s
president, commercial banking at
financing division.” tenure resulted in significant growth
People’s United Bank. Skorobohaty is
“Optimization really means being at the bank until its acquisition by
responsible for the New York City and
STEPHEN nimble and responsive to your cus- Long Island markets. Skorobohaty
Capital One in 2006.
tomer,” Sheridan said. has 20 years of experience in banking People’s United Bank is a subsidi-
SHERIDAN A graduate of Hofstra University and financial services, including prov- ary of People’s United Financial, Inc., a
Bridgehampton in Business Administration and Dow- en capability in executive leadership, diversified financial services company
National Bank ling College with an MBA, Sheridan as well as administrative and opera- with over $39 billion in assets. People’s
brings 26 years of banking experience, tional experience. He is responsible United Bank, founded in 1842, is a pre-
in both the loan and deposit areas, to for driving the commercial business in mier, community-based, regional bank
his position. He began his career as a coordination with other bank leaders in the Northeast offering commercial
Stephen Sheridan, senior vice pres- management trainee at The Bank of throughout the New York market. and retail banking, as well as wealth
ident, director of branch and private New York, in 1990, and has since held Together with Mark Melchione, management services through a net-
banking, Bridgehampton National various positions of increasing respon- executive vice president, commercial work of nearly 400 retail locations in
Bank (BNB), is responsible for BNB’s sibility. Most recently, he served as a real estate and Steve Santino, first New York, Connecticut, Massachusetts,
40 branch network that spans Long senior vice president, middle market vice president, retail banking, Sko- Vermont, New Hampshire and Maine.
Island into New York City. Along with  relationship manager at Capital One robohaty helps lead the bank and its Its over 5,000 employees focus on
his team of talented, professional re- Bank, formerly North Fork Bank, in customers into growth and success. providing an extraordinary custom-
gional managers, Sheridan has suc- the Middle Market Lending Group, “People’s United Bank continues to er experience through a network of
cessfully focused on building deposit delivering a high level of service to focus on delivering an extraordinary branches located in New York, Con-
growth and strengthening customer the commercial client base. customer experience throughout our necticut, Massachusetts, Vermont,
relationships. Established in 1910 by farmers and footprint, particularly in New York New Hampshire and Maine. In addi-
Managing branches from Shirley merchants, BNB has been serving the through a locally experienced team of tion, seven-day banking is available
to Great Neck, Sheridan’s under- needs of Long Island businesses and business professionals,” Skorobohaty at more than 140 convenient People’s
standing of the local economy and the communities for more than 100 years. said. “This talented team continues to United Bank Stop & Shop locations in
importance of working closely with BNB is recognized as one of the top move the company forward organical- New York and Connecticut.
33 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

Shelton, CT. Founded by Paul Gross-

WHO’s WHO
er, PhD., PE in 1990, PWGC’s growth
and success results from creating
KRIS value through the application of inno-
vative environmental and engineering
ALMSKOG solutions for its clients. Dedicated to
P.W. Grosser being responsive in the design and
Consulting, Inc. application of cost-effective environ-

in Environmental Consulting
mental and engineering solutions,
PWGC’s areas of expertise include

& Engineering
structure vulnerability and resilience,
Kris Almskog is vice president of civil/general engineering, sustainable
P.W. Grosser Consulting, (PWGC) energy solutions, wastewater and
Inc. in Bohemia. Almskog focuses on water supply, natural resource stud-
Long Island’s environmental consulting and assisting public and private entities ies, geographical information system
capabilities and expert counseling and
engineering firms offer an array of professional address environmental issues related
client representation.
to property transaction due diligence
services geared toward making the Earth a and soil, groundwater, and soil vapor
impact. He also provides permitting,
better place to live. compliance, and environmental moni-
toring services for the New York met-
ropolitan region’s mining and com- THOMAS
In this Who’s Who in Environmental Consulting
& Engineering section, some of Long Island’s
posting operations.
For more than two decades, Almsk- BROWN
og has been promoting the reuse of CA RICH
top environmental and engineering specialists environmentally challenged proper- Consultants, Inc.
ties. His career at PWGC began at
describe a recent project or an industry issue Brookhaven National Laborato-
their firm is currently focusing on to enhance ry where he tracked contaminated
Thomas Brown is a geologist at CA
groundwater plumes and designed
the quality of life in the region. and constructed state of the art treat- RICH Consultants, Inc. (CA RICH)
ment systems to address issues as- in Plainview. Brown joined CA RICH
sociated with chemical and radioac- in 2012 and as a project environmen-
tive contamination. More recently, tal scientist with the company, his
his focus has been on the growth of responsibilities include the conduc-
PWGC in New York City by assisting tance of Phase I and Phase II Envi-
property developers investigate, reme- ronmental Site Assessments (ESAs).
diate, and redevelop environmental- Brown has also conducted all aspects
INDEXINDEXINDEX ly-challenged properties. of environmental investigations in-
Almskog has been active assisting cluding supervision of drilling and
clients navigate through the regulato- well installation, sanitary system or
ry requirements associated with the dry well clean-outs, groundwater, in-
33 KRIS ALMSKOG P.W. Grosser Consulting, Inc. New York City Office of Environmental door air, soil gas, subslab vapor, and
33 THOMAS BROWN CA RICH Consultants, Inc Remediation’s E-designation program soil sampling, soil delineation, exca-
and the New York State Department vation, UST removals, petroleum and
34 BEN CANCEMI, CPG FPM Group of Environmental Conservation (NYS- hazardous waste disposal, analytical
DEC) Brownfield Cleanup Program, to interpretation, groundwater contour-
34 MICHAEL GIANCHETTA, LEED AP GIANCO Environmental Services
minimize construction downtime and ing, mapping, and report preparation.
34 DANE C. KENNY, P.E. Sidney B. Bowne & Son, LLP maximize financial incentives. Brown has also assisted with the
Among top issues Almskog is fo- start-up tests for soil vapor extraction
35 CHUCK MERRITT Merritt Environmental Consulting Corporation cused on include proposed revisions to (SVE) systems for the remediation of
36 ANDREW L. NARUS, P.E. Cameron Engineering and Associates, LLP waste management. PCE contamination on Federal Super-
“The recent spotlight on the dump- fund sites.
36 FRANK PEARSON Greenman-Pedersen, Inc./GPI ing of construction debris in the Town “CA RICH often works in conjunc-
of Islip, illegal sand mining activities, tion with insurance companies and
36 DEBORAH SHAPIRO, QEP AKRF and the growing concern related to ef- state agencies to remediate contam-
37 KIM THRELFALL, PMP, LEED AP VHB fects of mulch and compost on Long Is- ination that may create a hazard to
land’s aquifers has led to the recent re- human health or the environment,”
37 ROCCO TROTTA, P.E. The LiRo Group lease of proposed revisions to NYSDEC Brown said, adding that during the
regulation (Part 360),” Almskog said. aftermath of hurricane Sandy, the
38 RICHARD ZAPOLSKI, P.E. Prime Engineering, P.C.
“These revisions will raise the permit- company quickly responded to and
ting and monitoring requirements for corrected many potentially harmful
activities involved in production, pro- situations, including an oil spill.
cessing, handling, and transportation “CA RICH was contacted about
of construction materials and recycla- a spill that occurred over two resi-
ble organic waste streams.” dential properties located close to a
“The final regulations will likely tidally-influenced inlet in Nassau
have a significant impact on these in- County with canals located to the
dustries in the coming years,” Almsk- east and west,” Brown said. “During
og explained. “PWGC is well-versed in the storm, a 275-gallon fuel oil tank
these new regulations and will be able was overturned and spilled heating
to assist our clients as these new reg- oil across two properties. The extent
ulations are implemented.” of the contaminated areas was de-
Almskog has served on the board termined by measuring the volatile
of the Long Island Association of Pro- organic compounds in the suspect soil
fessional Geologists, the NYC Brown- with a MiniRAE 2000 Photoionization
field Partnership, and serves on the Detector (PID), using visual cues such
environmental committee in the New as discoloration of soil and grass, and
York State Construction Material As- fuel oil odors.”
sociation. CA RICH then excavated the soil,
P. W. Grosser Consulting, Inc. is and power-washed the walkways con-
a multidisciplinary engineering firm taminated with the heating oil, Brown
based in Bohemia, with offices in noted. “Confirmatory endpoint sam-
Manhattan, Syracuse, Seattle and ples were collected to determine that
34 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Environmental Consulting & Engineering
the spill had been completely cleaned vestigations to identify and determine eryone. “It again highlighted the im-
up,” he said. “After receipt of clean the nature and extent of identified portance of waste reduction, ener-
endpoint sample results, CA RICH impacts,” Cancemi said. gy efficiency and health and safety,”
returned to the site and backfilled the “Upon completion of this investi- Gianchetta said. “Owners, facility DANE C.
excavated areas with clean top soil. A gation, these data were used to deter- managers and developers of manu-
spill closure report was then created mine the most cost effective solutions facturing, distribution and commer- KENNY, P.E.
and submitted to the New York State to remediate the site and meet regu- cial properties have and need to con- Sidney B. Bowne
Department of Environmental Con- latory requirements,” he noted. “The tinue to become more aware and in- & Son, LLP
servation (NYSDEC). The NYSDEC solution at this site included the prop- volved in these important areas. For-
determined the remedial activities er closure of aboveground and under- ward thinking, proactive efforts and
conducted at the site were satisfactory ground storage tanks, the excavation a commitment to increased corporate
and closed the spill.” and proper disposal of contaminated responsibility have enabled our cli- Dane C. Kenny, P.E., is an associ-
Brown’s certifications include 40- soils, and the development of envi- ents to continue to see the benefits ate partner with Sidney B. Bowne &
hour OSHA Hazardous Waste Op- ronmental plans to manage residual of these initiatives with us. These ef- Son, LLP in Mineola. Kenny has more
erations and Emergency Response contaminated soil.” forts have proven to reduce operating than 35 years of civil engineering ex-
Training (OSHA 29 CFR 1910.120) Cancemi earned a master’s degree costs, as well as the risk and expense perience and is head of the private
and 8-hour OSHA Hazardous Waste in hydrogeology from SUNY Stony associated with non-compliance. The site development department where
Operations and Emergency Response Brook and a bachelor’s degree in geol- most significant areas we continue he oversees the design of private site
Refresher Training ogy from SUNY Stony Brook. He is a to see interest and improvement is projects and is also responsible for
CA RICH Consultants is a full-ser- Certified Professional Geologist from in our environmental and health and preparing engineering reports and
vice environmental consulting firm the American Institute of Professional safety capabilities.” construction documents, and for de-
providing strategic consulting and Geologists and is a NYC Office of En- “Each day, our clients are becom- signing stormwater management fa-
on-site support to help business own- vironmental Remediation Gold Certi- ing more aware of the importance of cilities, arterial highways, wastewater
ers manage all their environmental fied Professional. these areas for their social, environ- collection and treatment systems.
issues. Independently-owned since FPM Group is a full service multi-dis- mental and economical benefits, and Kenny has successfully completed
1982, CA RICH provides environ- cipline engineering and environmental as a result are streamlining more the design for the construction of
mental consulting; Phase I & II As- consulting firm launched in 1968. FPM’s services with us,” he said. “Each of numerous developments including a
sessments; compliance audits; inves- headquarters is located in Ronkonkoma, our services and programs are tai- wide variety of health care facilities,
tigation; remediation; groundwater NY with regional offices in Rome, NY, lored to meet specific needs of clients senior living and mixed-use com-
resource management; storage tank, San Antonio, TX and Lancaster, CA. in the multiple disciplines of environ- munities, retail shopping centers,
indoor air quality & hazardous waste FPM’s clients include federal, state, mu- mental, engineering, waste manage- naval and private housing, air cargo
management; soil vapor intrusion mit- nicipal and private entities including the ment and health and safety.” facilities and bus maintenance and
igation; brownfield redevelopment; US Air Force, NYC Transit Authority, “When addressing the environ- storage depots. In addition to super-
property acquisition; sustainability, New York State Office of General Ser- mental impact of recycling and the vising engineering and drafting per-
expert testimony; strategic thinking & vices, New York State Office of Parks, stewardship of these materials it is sonnel, Kenny prepares proposals,
dispute resolution; and all other pro- Recreation and Historic Preservation just as important to discuss the uni- confers with clients and regulatory
fessional services related to evolving and several municipalities in Suffolk versal waste streams such as light agencies and represents clients at
regulations and client needs. County. bulbs, old computers, electronics and public hearings.
other potentially hazardous items Sidney B. Bowne & Son enjoys long
from finding their way into our wa- standing relationships with its cli-
MICHAEL ters and landfills,” Gianchetta ex- ents, Kenny said.
BEN plained. “This is good news for both “Bowne has had a long and produc-
GIANCHETTA, the economy and the environment. tive relationship with the Northwell
CANCEMI, LEED AP
Green Building and the US Green
Building Council LEED building ini-
Health, previously known as North
Shore-LIJ Health System,” he said.
CPG GIANCO tiatives have also played an import-
ant role in creating greater aware-
Bowne provides engineering ser-
FPM Group Environmental vices to Northwell, demonstrating
Services ness of these important areas.” Bowne’s commitment to the develop-
“Our energy and recycling pro- ment of first class health care facilities
grams for commodities such as to serve Long Island’s growing and
Ben Cancemi, CPG is a senior Michael Gianchetta, LEED AP is plastic stretch wrap and OCC (Old aging population, Kenny explained.
hydrogeologist/department manag- vice president of GIANCO Environ- Corrugated Cardboard) help clients “Bowne has worked on numerous
er of hydrogeology at FPM Group in mental Services, a NYS, NYC and reduce costs, generate revenue and projects for Northwell, which is com-
Ronkonkoma. Cancemi joined FPM in WBENC Certified Women Owned meet these goals,” Gianchetta said. prised of 21 hospitals, long-term care
2001 and has diversified experience in business that recently relocated to Gianchetta earned a bachelor’s de- facilities, a major medical research
geology and hydrogeology. new corporate offices in Melville. gree in business management and institute and other health-related fa-
Cancemi’s professional experience Gianchetta is an active member of marketing from Western New En- cilities,” Kenny noted. “We completed
includes Phase I Environmental Site the U.S. Green Building Council gland College in Springfield, MA. He site development plans and provided
Assessments (ESAs), subsurface in- (USGBC) and is a past chair of the also currently serves as an active surveying services for the construc-
vestigations, soil vapor intrusion as- Long Island Chapter. The USGBC member of the United States Coast tion of the Feinstein Institute for
sessments, design and management of is the leading authority on LEED Guard Auxiliary with certifications Medical Research in Manhasset. Fein-
soil remediation projects, installation and Green Building both locally and in communications, personnel ser- stein is a Northwell research institute
and maintenance of groundwater re- nationally. The national organiza- vices and vessel examiner. with 55 laboratories staffed by clini-
mediation systems, aquifer testing tion was founded to transform the GIANCO Environmental Services cians, scientists, and other research-
and analysis, geotechnical studies, way buildings and communities are is a NYS, NYC and WBENC Certified ers conducting approximately 2,000
environmental compliance, and litiga- designed, built, operated and main- Women Owned Business. As a lead- studies annually on such topics as
tion support. tained. He is a member of IFMA, er in the environmental, engineering immunology, neuroscience, behavioral
Investigating and remediating HIA, LISWA, SWANA and WBENC, and health and safety community, medicine, oncology, cardiopulmonolo-
blighted and underutilized proper- as well as other business networking GIANCO Environmental Services pro- gy, and molecular genetics of disease.”
ties across the metropolitan New York affiliations. vides sustainable practices and prod- Additionally, Bowne is providing
area and Long Island for redevelop- In 1999, Gianchetta was select- ucts. GIANCO Environmental Ser- engineering and surveying services as
ment are some of the most interesting ed by his peers to Chair New York vices is a uniquely positioned, well-re- part of the master planning and devel-
projects Cancemi said he is currently State’s first NY States Plastic Sum- spected diversified environmental opment of Northwell’s Southside Hos-
involved with at FPM Group. mit. Recognized as an expert in his management and service firm spe- pital campus in Bay Shore, Kenny said.
“One of my most challenging proj- field, with more than 30 years of en- cializing in multiple disciplines. The “Bowne has provided surveying,
ects included the redevelopment of vironmental and recycling experience, firm’s broad range of services include site design, planning, and structural
a formed aerospace manufacturing he holds many relevant certifications hazardous and non-hazardous, uni- engineering for many of Northwell’s
facility, which as the senior hydroge- including 40 Hour HAZWOPER, versal waste disposal; certified prod- and other hospital facilities over the
ologist, I was tasked with the inter- FEMA Incident Command, Confined uct destroy; comprehensive recycling past decades,” Kenny noted. “We have
viewing facility personnel to evaluate Space Awareness, Blood Borne Patho- and engineering services; health and worked with hospital administrations
historic operations and their poten- gen Awareness, Asbestos Supervisor, safety compliance and training; waste on department expansions and build-
tial impacts to subsurface media (soil, as well as Anthrax Awareness. management equipment; emergency ing extensions, site drainage and util-
groundwater and soil vapor), develop- When asked about the recession, management and preparedness initia- ity improvements, parking field and
ing and implementing subsurface in- he noted it was a wakeup call to ev- tives and products. garage design evaluations, striping
35 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Environmental Consulting & Engineering
and signage projects, and emergency as defined by the United States Green “MECC consulted with the seller on
power improvements.” Building Council. their regulatory obligations should any
Sidney B. Bowne & Son, LLP is CHUCK Over his 25-year tenure, he has seen impacts — contamination — be dis-
one of the oldest and largest engineer- many changes to the environmental covered during the due diligence work
ing consulting firms in the New York MERRITT consulting industry including the evo- being requested,” Merritt said. “Since
metropolitan area with more than 150 Merritt lution of the ASTM standard, which the Nassau County Department of
professional engineers, surveyors, and Environmental was first released in 1994. He has been Health, New York State Department
technicians. Since 1895, the firm has Consulting called upon by lending institutions to of Environmental Conservation and
been providing surveying and civil engi- Corporation help draft internal guidelines used to the Federal Environmental Protection
neering services to Long Island munic- evaluate the potential environmental Agency all have jurisdiction depend-
ipalities and private industry, particu- risk a site may present prior to making ing on the compounds detected, it was
larly in the areas of road and drainage Chuck Merritt is founder and sole a loan. He has also traveled much of important for the seller to understand
projects, design and maintenance of owner of Merritt Environmental Con- the United States advising shopping these nuances. After discussing the
water supply facilities, and municipal sulting Corporation (MECC), which center owners of environmental issues proposed scope of work with the buy-
engineering for local towns and villages. including asbestos regulations when er’s consultant, MECC’s client, and
is headquartered in Hauppauge with
In recent years, Bowne has added removing roofing felts. their legal team, an agreement was
satellite offices in Florida and Ver-
thriving practices in private sector site Among MECC’s many recent proj- reached and the testing commenced.”
mont. Merritt first developed an en-
development, architecture, stormwater ects include a multi-building package, “The outcome revealed some im-
vironmental division at a New York
management, environmental engineer- Merritt said. pacts present but minimal in se-
ing, municipal planning, structural en- City-based engineering firm in 1993.
“In the fourth quarter of 2015, Mer- verity,” Merritt noted. “MECC then
gineering, MEP, traffic engineering He spent the next 20 years building ritt Environmental Consulting Corp worked with a qualified firm to ad-
and construction management. the department until branching out was retained by a seller who was dress the impacts in an expeditious
Sidney B. Bowne & Son is part of onto his own to form MECC in 2009. marketing a multi-building industri- manner. The transaction is scheduled
the Bowne AE&T Group, which also Merritt is a recognized expert in al package located in central Nassau to close in the second quarter of 2016.”
features Bowne Management Systems, the field of environmental consult- County,” he said. “As with many build- Merritt has guest lectured for
an information technology/geograph- ing and an Environmental Profession- ings of this vintage, there was a litany the Community Bankers Mortgage
ic information systems company, and al (EP) as defined by the American of historical issues ranging from light Forum; Metropolitan Mortgage Of-
RouteSmart Technologies, Inc., a route Society of Testing Materials (ASTM) manufacturing to industrial printers ficers, NYU Masters in real estate
optimization software developer. The governing body, and a Leadership that had operated over the decades.” program; and has presented a Con-
Bowne AE&T Group also has offices in in Energy & Environmental Design “A potential buyer had many en- tinuing Legal Education (CLE) credit
Albany, NY and Columbia, MD. (LEED) Accredited Professional (AP) vironmental concerns that were out- approved program for real estate at-
lined in the Phase One report pre- torneys. He has served as chairman
pared on their behalf and requested of the Young Mortgage Bankers As-
a Phase 2 Investigation,” Merritt ex- sociation and governor for both the
plained. ”The scope of the work pro- Mortgage Bankers Association and
posed included testing the soil, dry- the National Realty Club.
wells and former septic sanitary sys- Chuck graduated from Adelphi
tems at several of the buildings.” University. In 2009, Chuck put on the
36 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Environmental Consulting & Engineering
boxing gloves to help raise money at civil and environmental engineering, planning, geometric improvements,
the annual Fight for Charity boxing design services during construction, accident analyses and mitigation, ITS
tournament. site planning and development, yield design and planning, traffic signal de-
Merritt Environmental Consult- studies, and program management. FRANK sign, closed loop systems, alternatives
ing Corporation was formed in 2009, Quality of life has always been the and cost-benefit analyses, transpor-
under the direction of Chuck Merritt top item on Narus’ agenda. PEARSON tation systems management, signal
who has been assisting lending insti- “As a civil engineering and environ- Greenman-Pedersen, timing coordination plans, traveler
tutions, insurance companies, attor- mental professional I take pride in my Inc./GPI information systems, CCTV surveil-
neys, property owners and real estate responsibility of contributing to enhanc- lance systems, pedestrian/bicycle
investors for over two decades. The ing our day-to-day and future quality studies and safety design, air quality
firm’s primary service is determin- of life,” he said. “Locally, Superstorm impact assessment, highway capacity
ing if environmental issues exist at a Sandy has brought public awareness Frank Pearson is director of trans- assessments, traffic demand, system
property. MECC is typically engaged to our climate change issue. As a direct portation safety at Greenman-Peder- and congestion management, roadside
to conduct a Phase One Environmen- result of Superstorm Sandy private and sen, Inc. (GPI) in Babylon. Pearson design, round-about studies and de-
tal Site Assessment. MECC provides public space were adversely impacted.” joined GPI after a 32-year career with sign, simulation modeling, and asset
a written assessment of the property Shoreline restoration and harden- NYSDOT serving in several positions management, asset inventories and
utilizing historical maps, database ing have been on the present forefront — most notably as Region 10 Traf- infrastructure management.
reports and experienced personnel to of Long Island communities to resist fic Engineer for 11 years and as act- GPI offers a combination of exper-
conduct the site Reconnaissance. Its stormwater surge, Narus explained. ing regional director for nine months. tise, as well as in-depth knowledge
staff has represented clients on com- “The Long Beach North Shore Bulk- Pearson joined GPI, in 2014, and pro- of acceptable state and federal guide-
mercial real estate, including indus- head project is a prime example of the vides senior project management re- lines. GPI’s planning and engineering
trial sites, multi-family buildings, pro- effort needed to protect the public, as lated to traffic operations, safety stud- expertise has provided opportunities
fessional office complexes and retail well as an example of the challenges ies, expert testimony, and is involved for the firm to participate on a vast
shopping centers. we face as design professionals,” he with staff- and industry-wide training array of projects, from large contracts
MECC can visit a site within 48 said. “The City of Long Beach, recog- sessions in the areas of vehicular and to smaller projects.
hours of an initial request and can nizing the value of flood protection, is pedestrian safety and traffic calming,
provide a summary of findings within proactively hardening against future as well as overall QA/QC for the firm.
a few days of the site visit. Its reports events by raising the north shore bulk- His experience in traffic engineer-
provide clients with the data neces-
sary to make business risk decisions
head two-feet above the Base Flood
Elevation, with a provision for future
ing has led him to become a known
expert in the field. While at NYSDOT,
DEBORAH
regarding potential environmental is-
sues that may exist.
enhancement should the need be real-
ized. Working with the city, the com-
one of his main responsibilities as SHAPIRO,
the regional traffic engineer was to
munity, and the governor’s office of
storm recovery, we are presenting a
review all private development pro- QEP
posals that impacted state highways, AKRF
zoning overlay, educating the commu- approve developers’ traffic mitigation
ANDREW L. nity of the enhancements, aiding in
mitigating the community’s concerns,
plans and issue highway work permits
to construct roadway improvements
NARUS, P.E. working with the NYSDEC to mitigate
environmental issues, and preparing
to address impacts. Projects varied in Deborah Shapiro, QEP is a senior
technical director at AKRF in Bohe-
Cameron size from fast food restaurants to large
Engineering and the design and construction planning multi-use developments. mia. Shapiro supervises project teams
Associates, LLP for the new bulkhead.” Pearson always worked closely and manages all aspects of assessment
“Tackling this major environmen- with the development community in and remediation projects. She works
tal quality of life enhancement is es- order to balance his support of eco- with developers, non-profit organi-
pecially challenging and satisfying,” nomic development on Long Island zations, architects, local community
Andrew L. Narus, P.E. is an as- Narus said. with making sure that developers groups, local businesses, and govern-
sociate in Cameron Engineering and Narus earned a bachelor’s degree properly identified impacts and miti- ment agencies. Her projects fall under
Associates, LLP’s (Cameron Engineer- in civil/environmental engineering gated them. the regulatory oversight of NYSDEC,
ing) municipal civil engineering and from Clarkson College and an mas- Pearson has brought this experi- NYCDEP, and NYCOER including the
construction management division in ter’s degree, with distinction, in con- ence to GPI and is supporting private New York State Brownfield Cleanup
Woodbury. Narus has more than 30 struction management from New developers seeking highway work Program (BCP), New York City Vol-
years of experience in land planning, York University . He is a member of permits. His understanding of the untary Cleanup Program (VCP), NYS-
land development & remediation, ACEC (American Council of Engineer- process and technical skills makes DEC petroleum spills program, RCRA/
major municipal environmental en- ing Companies); ASHE (American him an asset in weaving through the UIC closures, and NYCOER’s E-desig-
hancement, and due diligence services Society of Highway Engineers); and permitting process. He is currently nation program.
beginning with permitting through Construction Managers Association of working on a large multi-use devel- Shapiro has also assisted com-
legal interpretations. America (CMAA). opment that requires coordination mercial and industrial property own-
Narus delivers projects from con- Established in 1985, Cameron En- and approvals from NYSDOT, Suffolk ers with maintaining the integrity of
ception through design and construc- gineering and Associates, LLP (Cam- County Dept. of Public Works, and their portfolios by providing compli-
tion management to ensure that the eron Engineering) is one of Long Is- the Town of Brookhaven. ance related cleanup and chemical
full intent and functionality of the de- land’s leading consulting engineering Pearson is a member of the Amer- storage management services.
sign concept materialize. The projects firms offering multidiscipline services ican Society of Civil Engineers, Insti- She manages all aspects of rede-
range from major wastewater treat- in mechanical and electrical engineer- tute of Transportation Engineers and velopment projects from the initial
ment facilities and associated pumping ing, security/CCTV engineering, site the New York State Association of Phase I ESA, Phase II, and remedia-
stations and infrastructure, to the de- development and landscape architec- Transportation Engineers. tion through post-remedial site man-
velopment of lower intensity uses such ture, planning and environmental en- Greenman-Pedersen, Inc. is a agement. In addition, her experience
as residential communities, office com- gineering, stormwater/ecological res- multi-discipline engineering and con- includes groundwater investigations,
plexes and commercial retail centers, toration, solid waste engineering and struction services firm, specializing monitoring, and sampling programs;
to the development of road and high- water and wastewater engineering, in civil and transportation planning Brownfield and hazardous waste site
way rehabilitation and reconstruction. civil and structural engineering, traf- and engineering design, as well as investigations; In-Situ Chemical Ox-
Narus is actively engaged in each fic and transportation engineering, construction management. This year, idation; underground storage tank
phase of a project and often issues and construction management. the firm celebrates its milestone of 50 studies, including soil contamination
planning and engineering analysis for Operating from offices in Wood- years in business. From a two-person delineation, classification, removal and
internal study as well as public pre- bury, Manhattan, and White Plains, firm that started in Babylon Village disposal; waste characterization sam-
sentations. As needed, he negotiates the firm possesses a diversified range in 1966, GPI has grown to more than pling; exposure assessments; on-going
with agencies and clients to best serve of experience in various facets of mu- 1,200 professionals company-wide and remedial action (including AS/SVE)
the purposes of the project applica- nicipal, institutional, educational, 230 in its Babylon office, which also and permitting.
tion. He has been in charge of oper- commercial, industrial and environ- serves as the company headquarters. Among issues Shapiro has been fo-
ations management, responsibilities mental engineering. The firm is com- With its diverse staff, GPI is able cusing on include affordable housing
that include training both staff and prised of experienced and qualified to develop transportation planning in the region.
executives. Narus has prepared and engineers, landscape architects, plan- and design that requires expertise in “Over the past four decades, Long
monitored project and business bud- ners, facility operators, and environ- various disciplines including main- Island has been experiencing a steady
gets, schedules and timelines, busi- mental scientists dedicated to provid- tenance of traffic, construction stag- decline of residents aged 18 to 34 due
ness plans, and profit & loss reports. ing professional, timely and respon- ing, permanent traffic feature design, to a variety of factors, including a
His main areas of expertise include sive services to its clients. traffic safety and calming, evacuation lack of affordable housing,” she said.
37 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Environmental Consulting & Engineering
“However, the affordable housing crisis approximately 40,000 tons annual- 500 Design Firms nationwide, and
doesn’t just affect Long Island. This
issue extends throughout the NY met- KIM ly,” she said. “The recent completion
of the sPower Sutter and Sterling-
VHB is a frequent recipient of proj-
ect awards for planning, engineering,
ropolitan area.”
The NYS Brownfield Cleanup Pro- THRELFALL, ton solar projects in Riverhead are
also emblematic of VHB’s ongoing
and environmental excellence. Over
1,100 engineers, scientists, planners,
gram (BCP) was established to en-
courage the private-sector to remedi-
PMP, contribution to renewable energy on
Long Island. This combined 6.3 MWac
and designers provide a wide range of
services in many disciplines including
ate and redevelop brownfields state-
wide as an alternative to greenfield
LEED AP fixed-tilt solar photovoltaic facility
will produce more than 12 million
environmental review, permitting and
restoration; transportation planning,
VHB
development by providing incentives kilowatt-hours of clean, safe solar en- engineering and design; land planning
including liability relief and tax cred- ergy with zero emissions annually — and site design; civil engineering and
its to the developer, Shapiro said. Kim Threlfall, PMP LEED AP enough to power 1,100 homes.” permitting; highway and bridge de-
“Recent reforms to the BCP require is director of environmental services Threlfall has contributed to nation- sign and inspection; urban design and
sites located within NYC to meet cer- at VHB’s Long Island office in Haup- al research efforts for the Transpor- landscape architecture; sustainability,
tain eligibility criteria to qualify for pauge. Threlfall has more than 15 years tation Research Board including the resiliency and climate action planning;
the tangible property tax component,” of experience in the environmental con- “Guidebook of Practices for Improving community and regional planning; and
she said. “The development of afford- sulting industry and has worked on Environmental Performance at Small public outreach and engagement.
able housing is one of the criteria.” a wide range of projects both locally Airports,” published in 2011 by the
“Margins on affordable housing are and nationwide, specializing in the New National Academy of Sciences. She
very small compared to market rate York State Environmental Quality Re- earned a bachelor’s degree in geology
projects, and the creation of afford- view Act (SEQRA) and National Envi- at Colgate University, and she is a cer-
able housing requires a tremendous
amount of public investment from
ronmental Policy Act (NEPA).
Threlfall’s work has been primar-
tified Project Management Profession-
al and LEED Accredited Professional.
ROCCO
government subsidies and private eq-
uity,” she said. “At AKRF, we’ve been
ily focused on the development and
management of large-scale, complex,
VHB is a premier consulting firm of
engineers, scientists, planners, and de-
TROTTA, PE
The LiRo Group
advising numerous affordable — and high-profile environmental studies, in- signers that partners with public- and
supportive — housing developers on cluding Environmental Assessments private-sector clients to provide the
redeveloping and remediating brown- (EA) and Environmental Impact State- best technical skills in each practice
fields under the BCP.” ments (EIS) for real estate develop- area through a seamless, integrated
The BCP’s liability protections and ments, airports, institutions, national team approach. VHB partners with As chairman of The LiRo Group in
tax credits can be a saving grace to a parks, rail systems, telecommunica- clients from its 23 offices across the Syosset, Rocco Trotta, PE, has molded
project requiring remediation, as the tions facilities, and other types of proj- East Coast to improve mobility, en- the firm from a small group specializ-
additional costs and risks could sig- ects. She has experience in nearly all hance communities and economic vi- ing in construction administration to
nificantly impact its financial feasibil- aspects of preparing and managing tality, and balance development and one of the top construction manage-
ity, Shapiro noted. environmental compliance documents infrastructure needs with environ- ment and engineering firms in the re-
“Participation in the BCP provides including developing purpose and need mental stewardship. Premier indus- gion. With over 800 employees, LiRo
comfort to lenders concerned about li- statements, identifying and evaluating try publication Engineering News-Re- provides construction management,
ability, as the remediation is conduct- alternatives, preparing and reviewing cord ranks the firm among the Top engineering, environmental, archi-
ed under a NYSDEC-approved plan, technical analyses and associated mit-
and the tax credits can off-set the ad- igation recommendations, and public
ditional cost of remediation,” she said. and agency involvement.
With 17 years of experience in the She is also managing and/or assist-
assessment and remediation of haz- ing with the preparation of a variety
ardous waste issues, Shapiro has been of SEQRA documents for a variety of
a moderator and panelist at numer- clients, including developers, munici-
ous conferences. palities, and institutions. She is expe-
Shapiro earned a master’s degree rienced in the preparation of SEQRA
and bachelor’s degree at American Uni- documentation, including Environ-
versity and has been a recipient of the mental Assessment Forms (EAFs),
Big Apple Brownfield Award as part of EISs and Expanded EAs for commer-
three different development teams. cial, residential and mixed-use devel-
AKRF is a multidisciplinary con- opment projects, as well as wireless
sulting firm specializing in envi- communications facilities.
ronmental, planning, and engineer- Threlfall sees developing new sourc-
ing services. AKRF tackles a wide es of domestic energy to fuel the grow-
range of complex, controversial, and ing needs of society becoming a priority.
time-sensitive projects for public “As a result, diversity of renewable
agencies, private clients, and munici- and conventional sources of power has
palities. AKRF provides the full range taken center stage locally and nation-
of environmental services related to ally and has become a focal point for
site assessment and remediation. Its VHB,” she said. “Diversity is key to
services include brownfield redevel- energy conservation and efficiency,
opment, due diligence, compliance and our Long Island team has been
evaluation of a facility’s operations, working on a wide variety of solar,
and asbestos surveys. The company wind, biomass/bio-gas, and battery
also offers monitoring and oversight storage projects to foster a smart and
during construction. sustainable energy future for Long
AKRF site assessment and remedi- Island. Our involvement in siting,
ation specialists include a team of sci- transmission, and distribution proj-
entists, engineers, and geologists with ects for renewable energy sources has
decades of experience; effective rela- involved a range of professionals from
tionships with local, state, and federal our Hauppauge office—including en-
agencies; and a thorough familiarity vironmental scientists, planners and
with environmental regulations. civil engineers.”
AKRF’s projects range from small Long Island Compost’s proposed
site assessments to large, complex re- new anaerobic digester in Suffolk
mediation projects. Site assessment & County is an example of developing
remediation expertise includes site in- sources, Threlfall said. “The state-of-
vestigations, Brownfield remediation, the-art facility would be the first of its
remedial design, storage tank man- kind on Long Island and produce 2.0
agement and petroleum spills, (E) des- MW of electricity and approximate-
ignations, asbestos & lead paint, soil ly 1.9 million diesel gallons equiva-
vapor intrusion and indoor air quality lent of compressed natural gas, and
investigations and litigation support. reduce greenhouse gas emissions by
38 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Environmental Consulting & Engineering
tectural, disaster management, and LiRo was also the designers and con- velopment with strengths in urban forward with a true downtown plan
virtual design & construction services struction manager for the fast-paced planning, national retail development that is not limited by sanitary density
for a wide range of public and pri- reconstruction of the Long Beach programs and engineering design of and can include sidewalk shops and
vate clients. As LiRo’s majority owner Boardwalk, and coordinated emergency high-end residential, commercial, in- restaurants, with professional offic-
and shareholder, Trotta is actively repairs at Nassau County sewage treat- dustrial and educational land devel- es and residential dwellings above,
engaged in operations, and his lead- ment plants., Trotta noted. opment projects in the tri-state and Zapolski explained. “In addition,
ership has been invaluable in guiding “As a Long Island based firm, we are New England areas. sanitary waste will no longer leach
the development of the firm. proud to be a partner with our neigh- Prior to joining Prime Engineering, into the ground, and eventually into
A seasoned engineer, Trotta has bors in attaining their recovery goals,” he worked for the Town of Islip where
our drinking water supply, reducing
more than 40 years of design and con- he said. he served as Commissioner of Plan-
groundwater nitrogen loading and
struction management for large mu- Trotta earned a bachelor’s degree ning & Development for four years.
nicipal and industrial facilities. He “Since making the switch to the pollutants, meeting a Suffolk County
in civil engineering from the Univer-
has been involved in the oversight of a private sector, I’ve become more regional goal.”
sity of Miami. He is a registered engi-
wide variety of project types including aware of the opportunity for develop- Zapolski earned a bachelor’s de-
neer in New York, New Jersey, Con-
transportation, infrastructure, water ers to partner with municipalities in gree in civil engineering from the
necticut and Delaware.
pollution control plants, hospitals, Established in 1983, LiRo has order to help facilitate their long-term University of Massachusetts and a
correctional facilities, garages, public grown from a local resident engineer- goals and improve communities,” master’s degree in civil engineering
buildings, and site development. ing company to a multi-disciplinary Zapolski said. “Municipalities devel- from Manhattan College. He holds
Following the devastation of Super- and award-winning firm. It is cur- op numerous community studies that his professional engineering license
storm Sandy, The LiRo Group has fo- rently ranked by Engineering News were commissioned by the governing in New York and is active with sever-
cused on assisting Long Island and Record as one or the top 20 nation- politicians based on the needs voiced al local Chamber of Commerce, civic
Metropolitan New York communities al Construction Management-for-Fee by the public and communities they organizations and other professional
in ongoing recovery efforts, Trotta said. firms. LiRo is privately-owned and serve. These goals consist of tran- organizations.
“LiRo mobilized immediately fol- headquartered in Long Island with sit-oriented development, work force Prime Engineering, a profession-
lowing the storm, performing emer- offices in the Northeast and Cali- housing, improved downtowns and al consulting firm specializing in civil
gency assessments of damaged prop- fornia. The company’s expertise in improved infrastructure, such as sew- engineering and land development ser-
erties and coordinating the provision transportation, infrastructure, and ers & roadways. In my work, I look for
vices, is revered for its quality plans,
of temporary power and cleanup ef- opportunities to connect a developer’s
public building projects have led to in-depth industry knowledge, custom-
forts for Nassau County Department project to the needs of the community
its involvement with some of the re- er service, integrity, and passion for
of Public Works, under the Shelter- in which it lies. By doing so, we create
gion’s top projects and landmarks, the engineering profession. As a New
ing and Temporary Essential Power a mutually beneficial relationship be-
including the post 9/11 rebuilding York State and New York City Certi-
(STEP) program, as well as separate- tween the developer, community, and
of Lower Manhattan, the Number 7 fied Woman-Owned Business Enter-
ly for several NYC public agencies,” municipality.”
Subway Line Extension, East Side prise, Prime Engineering continues to
he said. “We are currently managing “It also creates an opportunity for
Access, High Line Park, Long Beach develop partnerships with many orga-
several long term projects to guide developers to be seen by the public
Boardwalk Reconstruction, Stony nizations, so as to best serve their cus-
property owners through the funding as part of their communities, while
Brook University Medical and Re- tomers. Additionally, the company has
application process and subsequent helping to fulfill their long term goals
reconstruction work. Serving as mas- search Translation (MART) and the by bringing support to a project that kept a focus on maintaining a talent-
ter construction manager for the NY new Tappan Zee Bridge. will result in economic growth for the ed staff to handle current workloads
Rising Housing Recovery Program, area,” Zapolski noted. “For example, while also planning for the growth
we are coordinating a comprehensive when Tritec Real Estate began to de- of its workforce to help sustain their
team of design professionals, environ-
mental inspectors, cost estimators, RICHARD sign sewer connections to the Suffolk
County Treatment Plant at Bergen
continued success in the future. Since
their start in late 2009, Prime has tri-
and contractors, and have conducted
damage assessments and provided ZAPOLSKI, Point for their development at the
Ronkonkoma HUB, an opportunity
pled their staff of full-time employees
in an effort to better meet the needs of
construction oversight for over 15,000
Long Island homeowners. Our work P.E. for sewer connection for a much larger
area became available to help resolve
their customers and has also worked
Prime Engineering, with local universities to provide in-
has continued under the NYCDDC several environmental and economic
Build It Back Brooklyn program, pro- P.C.
issues to surrounding communities. ternship opportunities for engineering
viding similar services for hundreds MacArthur Airport has permission to students. Project Manager Mary Grace
of damaged properties. Our multi-dis- connect to this line, eliminating the Caneja is a recent Prime hire, valued
cipline staff has been instrumental Richard Zapolski, P.E. is director need for Southwest Airlines to haul as much for her 20+ years of industry
in providing the services required to of engineering at Prime Engineering, their sanitary waste by truck 20-miles experience as she is for her strong abil-
accomplish necessary design and con- P.C. in Holtsville. Zapolski has more to Bergen Point.” ities at training new staff and being
struction work while maximizing fed- than 25 years of experience in civil “The connection also allowed the a valuable mentor to the less experi-
eral funding reimbursements.” engineering, planning and land de- Hamlet of Holbrook in Islip to move enced employees.
39 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

past five years, she has directed the

WHO’s WHO
state Health Department’s Compre-
hensive Adolescent Pregnancy Preven-
CYNTHIA tion program where EOC provides af-
ter-school programming, in-school ed-
AMATO, ucation, and family planning services. 
Amato earned a bachelor’s degree in
LMSW social work from James Madison Uni-

in Not for Profits


Economic versity. She then went directly into
Opportunity the Advanced Standing program at
Council of Suffolk New York University for a master’s
degree in social work, and became a
licensed social worker one year later.
The Economic Opportunity Council
Not for profit organizations are often considered As Economic Opportunity Coun- of Suffolk, Inc. is a not-for-profit com-
cil of Suffolk’s (EOC) director of munity-based organization founded in
the “heart and soul” of the community. Not youth and adolescent services, Cyn- 1967 in the wake of the War on Pov-
for profits focus on raising awareness for their thia Amato, LMSW, oversees a broad erty, a comprehensive set of legisla-
range of services aimed at helping tion passed by Congress in 1964 to
cause while directly helping people they serve. young people become healthy, self-suf- “…eliminate the paradox of poverty
ficient, successful adults. Amato also in the midst of plenty in this Nation
supervises the SNUG Violence Pre- by opening to everyone the opportu-
In this Who’s Who in Not for Profits section, vention program, facilitates the intern nity for education and training, the
program for the agency, assists with opportunity to work, and the oppor-
leaders of many Long Island nonprofit groups marketing and website maintenance, tunity to live in decency and dignity.”
discuss an upcoming event/fundraiser they are and participates in grant writing and EOC of Suffolk is the county’s desig-
strategic planning for program en- nated Community Action Agency with
hosting — or an initiative/issue their organization hancement and expansion. a mission to promote a goal of self-suf-
For the past 15 years, the Econom- ficiency by broadening the minds of
is working on —that will benefit the individuals ic Opportunity Council of Suffolk has children, revitalizing communities,
they assist. been a driving force behind the An- and assisting families and children in
nual Butch Dellecave Awards, which need through the provision of services
recognizes student athletes in Suffolk and to coordinate available federal,
County who are not only at the top state, local and private resources.
of their game, but also score high in EOC of Suffolk’s Youth and Adoles-
their classroom performance and in cent Services promotes leadership, ad-
their commitment to community ser- olescent sexual health, pregnancy pre-
vice. There was record attendance at vention, and assists youth and young
INDEXINDEXINDEX this year’s award ceremony, which parents to become healthy, self-suffi-
cient, successful adults. It’s achieved
took place on June 12 at West Lake
Inn in Patchogue. by developing, strengthening, and
Named in memory of the legendary advancing clinically-proven policies
39 CYNTHIA AMATO, LMSW Economic Opportunity Council of Suffolk educator, official, and coach Gaeta- and programs based on industry best
no “Butch” Dellecave, the award is practices. EOC of Suffolk offers a wide
39 DIANE BURKE Habitat for Humanity of Suffolk
the product of a highly successful 15- range of youth development, profes-
40 DEBORAH CARIOTO National Multiple Sclerosis Society year partnership between local school sional, and community education ser-
districts in Suffolk County and the vices focused on adolescent pregnan-
40 LAURA A. CASSELL Catholic Charities of the Diocese of Rockville Centre cy, HIV/AIDS, and sexually transmit-
award organizers: EOC, the Butch
40 ROBERT E. CAULFIELD Jefferson’s Ferry Dellecave Foundation and Newsday.  ted diseases. Adolescent sexual health
“The result is a spirited application education services are provided at the
41 JOY DeDONATO Nassau Community College Foundation process that engages hundreds of stu- request of school districts, communi-
dents and educators across the county ty-based agencies, religious institu-
41 BARBARA FARON, LMSW, CPRP Federation of Organizations tions and civic organizations.
culminating in an exciting awards
41 JON FEINGOLD The Hagedorn Little Village School, ceremony attended by more than 500
students, their families and friends,
Jack Joel Center for Special Children as well as educators and athletic di-
rectors,” Amato said.
42 JANICE L. FRIEDMAN Variety Child Learning Center
“Butch Dellecave was an educa- DIANE
42 STEPHEN H. FRIEDMAN United Cerebral Palsy Association of Long Island tor and counselor in the Connetquot
43 CHARLES J. FUSCHILLO, JR. Alzheimer’s Foundation of America
School District for 30 years,” she said. BURKE
“He was an All-City point guard at St. Habitat for
Johns University, a top-rated basket- Humanity of Suffolk
43 ROBERT C. GOLDSMITH ACLD
ball and lacrosse official, the founder
43 TOM HOPKINS EPIC Long Island and administrator of countless Long
44 JANET KOCH Life’s WORC
Island youth sports programs, and was
the catalyst behind the drive to estab- Diane Burke is executive director
44 BERNARD MACIAS AARP Long Island lish the Suffolk Sport Hall of Fame.” and CEO of Habitat for Humanity
For more information about of Suffolk (Habitat Suffolk) in Mid-
44 BOB MCGUIRE Cerebral Palsy Association of Nassau County, Inc. next year’s Butch Dellecave dle Island. Burke had held this po-
45 PAULE T. PACHTER, A.C.S.W., L.M.S.W. Long Island Cares, Inc., Awards, Amato said to call EOC. sition for the past four years bring-
Amato serves on a number of oversight ing her many years of corporate fi-
The Harry Chapin Food Bank boards and committees, including nance expertise and community
chair of the Suffolk Teen Pregnancy volunteerism to Habitat Suffolk.
45 STANFORT J. PERRY AHRC Nassau
Advisory Board; member of the Suf- With her drive and determination for
45 THERESA A. REGNANTE United Way of Long Island folk Youth Board Coordination Coun- results, coupled with her love of com-
cil, member of the New York State munity, Burke has enhanced stabili-
46 MICHAEL SMITH ACDS Council on Adolescent Pregnancy; ty of the organization so that Habitat
46 ANTHONY SPEELMAN Leukemia & Lymphoma Society co-chair of the Central Islip Schools Suffolk is ready to accept the challenge
Health and Wellness Committee; and of creating much needed additional
46 MICHAEL STOLTZ, LCSW ASSOCIATION Association for Mental Health & Wellness board treasurer for Patchogue-Med- affordable housing in Suffolk County.
ford Youth and Community Services. It is her hope that Habitat Suffolk is
47 DAWN JESSICA STRAIN Long Island Elite Amato has extensive experience able to fulfill the dream of homeown-
working in teen pregnancy preven- ership for hardworking families in Suf-
tion and youth development. For the folk County for many years to come.
40 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Not for Profits
“Habitat for Humanity of Suffolk that each person with MS can live age annual operating budget of $38
began construction of the first afford- their best life with more connections million, Catholic Charities provides a
able home in 1988 as an independent
local affiliate of Habitat for Humani-
to information, resources and others
with shared experiences.”
LAURA A. full range of services in program areas
that include chemical dependence, food
ty International, a non-profit afford-
able housing organization and recent-
For more information about the
Walk MS, interested parties can call
CASSELL and nutrition, housing, immigrants
and refugees, mental health, materni-
Catholic Charities
ly began construction of the 185th the National Multiple Sclerosis Soci- ty, residential services for people with
of the Diocese of
home,” Burke said. “Habitat Suffolk ety, Long Island Chapter, she said. developmental disabilities and senior
Rockville Centre
builds homes from the ground up, but Carioto is also an adjunct professor citizens. In 2015, Catholic Charities
it’s the foundation we give a family in the Department of Political Science provided nearly 1.5 million caring,
that is at the heart of our mission. at St. Joseph’s College in Patchogue. face-to-face services to 55,917 neigh-
Through many acts of volunteerism She teaches one to two courses each Laura A. Cassell is executive direc- bors of every faith and background
and philanthropy, we are able to cre- semester, including state and local tor/CEO of Catholic Charities of the and in partnership with Parish Social
ate a place to call home for many hard- Diocese of Rockville Centre in Hicks- Ministry programs at local catholic
government and politics, American de-
working families in Suffolk County. “ ville. Cassell is responsible for the ser- parishes, and reached tens of thou-
mocracy, introduction to political sci-
“As we build a home for a family, it vice and administrative operations of sands more people directly in their
ence and American political thought
is easy to think that we are helping this health and human service agency own communities.
to undergraduate students. She also
just one family,” Burke noted. “In fact, with an annual operating budget of Cassell joined Catholic Charities
developed and implemented hybrid
with that one home, we create a ripple more than $37 million that serves over in 1988 and previously held positions
effect that can be felt throughout that courses for political science majors. as chief operating officer and director
Prior to joining the National Mul- 60,000 individuals each year. Cassell
family for generations to come. Much has held this position since 1999 and of finance. Prior to joining Catholic
like a pebble in a pond, the ripples tiple Sclerosis Society, Long Island Charities, she was on the staff at the
Chapter, she was vice president at the is the first female to hold this position
move farther and farther away from in the Diocese of Rockville Centre — accounting firm, Price Waterhouse
the center touching not only the family Community Development Corpora- (now PricewaterhouseCoopers) in
and the first lay female to serve in this
but the surrounding community.” tion of Long Island in Centereach, a New York City. She was also an inter-
capacity in any of the eight dioceses
Burke encourages the community $73 million not-for-profit corporation nal auditor and assistant controller at
throughout New York State.
to call Habitat for Humanity of Suf- aimed at fostering vibrant and sus- Southside Hospital in Bay Shore.
In 2001, Bishop Murphy appoint-
folk, or visit its website for more infor- tainable communities. She was also Cassell serves on many committees
ed Cassell to the Bishop’s Cabinet as
mation about the organization. executive director at JDRF in Melville, secretary for social services. In this and boards including the Diocesan Lay
a $2 million chapter of a nationwide capacity, she has additional oversight Pension Committee and the Cleary
foundation dedicated to raising money responsibility for the Diocesan Office School for the Deaf. She holds the office
to fund research for Type 1 diabetes. of Prison Ministry. of president for the 16 Diocesan Hous-
Carioto earned a master’s degree in Under Cassell’s leadership, Cath- ing Development Fund Companies.
DEBORAH political science, with concentration olic Charities activated a Special She is licensed as a CPA and is a
in public policy, from SUNY Stony member of the American Institute of
CARIOTO Brook and a bachelor’s degree in busi-
Needs Shelter during both Hurricane
Irene and Superstorm Sandy and is Certified Public Accountants. She has
National Multiple ness administration, with a minor in actively involved in working with also taught an evening accounting cur-
Sclerosis Society human resources management from families impacted through the agen- riculum at the Grumman Data Sys-
Excelsior College. She also studied in cy’s Disaster Response & Prepared- tems Institute. She graduated, summa
the Executive Juris Doctor Program ness program. cum laude, from Manhattan College
at Concord Law School. Catholic Charities is currently pre- with a bachelor’s degree in business
Deborah Carioto is president of the The National Multiple Sclerosis So- paring for its annual Caritas Dinner, administration.
National Multiple Sclerosis Society ciety mobilizes people and resources Cassell said.
(MS), Long Island Chapter in Mel- so that everyone affected by multiple “Our annual Caritas Dinner is
ville. Having held this position since sclerosis can live their best lives. The one of our most notable fundraisers
2014, Carioto is credited for stream- organization strives to stop MS in its with 100% of proceeds supporting our
lining operational functions and fo-
cusing positively on revenue streams.
tracks, restore what has been lost and vast array of ministries, everything
from nutrition services for infants to
ROBERT E.
end MS forever. Last year, through the
She works with volunteer leadership
toward diversifying and reinvigorat-
organization’s comprehensive nation- housing for seniors with programs CAULFIELD
wide network of services, the Society for everyone in between,” Cassell ex- Jefferson’s Ferry
ing board engagement and has re-de- devoted $122 million to connect more plained.  “As Pope Francis designated
signed staffing structure to incorpo- than one million individuals to the 2016 a Jubilee Year of Mercy it was
rate a regional approach toward op- particularly important that this year’s
people, information and resources they
erational functions, allowing greater dinner honoree be someone who truly
need. To move closer to a world free of
resources to be focused on revenue personifies the church’s commitment Robert E. Caulfield is president
MS, the National Multiple Sclerosis
generation efforts. to the needy, so our clear choice was and CEO of Jefferson’s Ferry in South
Society also invested $54 million to
Carioto and her team are preparing Barbara Townsend. She’s a long-time Setauket. Caulfield’s involvement
for Walk MS being held at Jones Beach, support more than 380 new and ongo- with Jefferson’s Ferry began 15 years
Catholic Charities trustee, former
Field 6, on Saturday, May 21 at 8 am. ing research projects around the world. CEO of Family Residences and Essen- ago as a member of its development
“Walk MS is a rallying point of the During the past five years, MS tial Enterprises (FREE) and currently team. Today, he is recognized for his
MS Movement, a community coming activists across the country have the president of Breakthrough Lead- deep commitment to Jefferson’s Ferry
together to raise funds and celebrate achieved enhanced levels of funding ership Techniques. Many Long Is- and advocacy for the aging services
hope for the future, Carioto said. “The directed specifically to MS research; landers also know her from her work industry.
event brings together a community of increased coverage for physical thera- for numerous other human service Caulfield joined Jefferson’s Ferry’s
passionate individuals to connect and py sessions; and helped inspire fewer organizations that benefited from her management team, in 2009, as CFO/
raise funds to change the world for restrictions on insurance formular- compassion and expertise.” COO and, in 2014, was named presi-
everyone affected by MS.” ies. The society has also enhanced “So, we’re inviting everyone who’s dent and chief executive officer.
“Anyone can participate in Walk its focus on the benefits of wellness been touched by this remarkable His understanding and perspective
MS,” she said. “Our accessible routes initiatives – including nutrition and woman to join us in honoring her at on senior life coupled with his integ-
and location ensure there is some- exercise, which have been proven to our new venue, Carlyle on the Green rity, oversight, and accountability are
thing for everyone. Participants will improve the well-being of those living at Bethpage State Park, on Thursday, contributing factors toward Jeffer-
reach the finish line knowing they with MS. May 19 at 6 p.m.”  son’s Ferry’s outstanding industry rat-
raised critical funds toward vital MS As a ministry of the Roman Cath- ings and overall resident satisfaction.
research, programs focused on phys- place your business olic Church, Catholic Charities of the Caulfield focuses on successful aging
ical and mental wellness, and essen- Diocese of Rockville Centre assists in through many avenues, including the
tial services.” card in the pockets serving the basic needs of the poor, Jefferson’s Ferry Foundation. The Jef-
“More than 8,000 participants, vol- of premier industry troubled, weak, and oppressed and is ferson’s Ferry Foundation provides
unteers and supporters will take part professionals committed to addressing the causes of funds for capital projects, and assists
in Walk MS, Jones Beach 2016, to injustice. “Since its founding in 1957, residents and employees in need.
aid in reaching our goal of raising $1 the agency has grown to one of the “The Jefferson’s Ferry Founda-
million here on Long Island,” Cario- libn.com
most extensive human service net- tion’s signature initiative is ‘Suc-
to explained. “These funds will help Contact our advertising works on Long Island. With nearly 650 cessful Aging,’” Caulfield said. “The
support the research and service pri- department to discuss options employees, more than 60 sites from foundation’s ongoing fund drive
for your business at 631.737.1700
orities of the National MS Society so Elmont to the East End and an aver- provides the means to offer com-
41 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Not for Profits
prehensive, multi-disciplinary pro- passionate care. Whether a resident as well as growing its academic pro- “This agency was founded at a time
grams to Long Island’s older adult requires short-term rehabilitation, or grams. The Foundation also supports when people spent long stays in psy-
population to help them reach their long-term nursing care, personalized faculty development, as well as a va- chiatric hospitals,” she said. “Then in
fullest potential for overall health health care plans or memory support, riety of the college’s cultural and lead- the early 1970s there was a tremen-
and well-being. “Programs and ser- every resident receives the assistance ership activities. dous change, which involved the in-
vices are based on the principles of they need. troduction of psychotropic medication
whole-person wellness — good nutri- Resident amenities include a fit- that allowed people who had previ-
tion, intellectual stimulation, physi- ness center with a full-time fitness ously been kept in hospitals for many,
cal activity, safety and security and
socialization,” he noted.  “The pro-
instructor, indoor swimming pool,
extensive activity and wellness pro-
BARBARA many years to be returned to the com-
munity. But there was no real place
grams are designed to improve inde-
pendence, maintain or reinvigorate
grams, formal dining room, café and
pub, spa services, country store, li-
FARON, to receive them. Two-thirds of the in-
dividuals were returned to their fam-
a sense of purpose, provide mean-
ingful engagement with others and
brary, billiards, theater, card room,
computer room and 50 acres of at-
LMSW, ilies of origin. Their families were not
prepared to assist their loved ones who
opportunities to contribute to life in
a significant way.”
tractive grounds with ponds, water
features and walking paths.
CPRP had been outside of the mainstream of
society for such a long time, in addi-
Federation of
Activities including overall health Organizations tion to having a mental illness or some
assessments and screenings, an outpa- other developmental disability.”
tient medical clinic, immunizations, oc- “At that point the families incorpo-
cupational and physical therapy, a cer- rated Federation and became one of
tified fitness program, recreation, cre- JOY Barbara Faron, LMSW, CPRP is ex- the strong voices in the recovery move-
ative expression, mind, body and soul ecutive director of Federation of Orga- ment and the effort to develop commu-
services, cognitive improvement and DeDONATO nizations (Federation), a multi-service, nity-based services,” Faron said.
maintenance, continuing education, Nassau Community community-based social welfare agency A leader in her field, she received
seminars on clinical, social and other College Foundation in West Babylon operating programs the 2004 Distinguished Alumni
issues affecting older adults, support that utilize peer support within a self- Award from the School of Social Wel-
groups, volunteer opportunities, trans- help model. Federation develops pro- fare at Stony Brook.
portation, and the use of technology. grams that improve services to people For the last several years, Faron
“Successful aging is about avoiding Joy DeDonato is executive director with disabilities through education, in- has been working with NYS OMH,
disease and disability, maintaining at the Foundation at Nassau Commu- formation and referral services, legisla- adult home staff, other providers to
high cognitive and physical function nity College (NCC). DeDonato has an tive action and program development. develop enriched services in adult
and engaging with life,” Caulfield extensive background in the non prof- Faron is a licensed social worker homes. The pilot project developed at
said. “We want to make that a real- it industry in both management and and a graduate of the School of Social Queens Adult Care Center with the
ity for as many individuals as possi- income development. Welfare at the State University of cooperation of the operator became
ble. This is a program we all have a Over the past 15 years, she has suc- New York at Stony Brook. She is a the basis of the model that OMH is
stake in, for our parents, ourselves cessfully helped many organizations Certified Psychiatric Rehabilitation now implementing. Under her lead-
and the next generation.” raise millions of dollars to help support Practitioner and has extensive expe- ership, Federation has also success-
A strong advocate for senior issues their mission, causes and programs. rience in criminal justice, community fully implemented service enhance-
and a Certified Aging Services Profes- Her expertise includes fundraising, organizing, aging and mental health. ment projects in three different adult
sional (CASP), Caulfield serves on the operational management, strategic When Faron graduated from the homes in the downstate area.
board of directors and in other leader- planning, event planning, promotion, School of Social Welfare, in 1978, and A front-runner in her field, Faron
ship roles for Leading Age New York, marketing and public relations. began working at Federation of Or- received SmartCEO’s 2016 Future
the education and leadership organi- DeDonato has helped nearly double ganizations she was inspired by the 50 Award for leading Federation of
zation of the aging services industry. the income raised at her current posi- social justice agenda that informed Organizations to be among the fast-
Prior to joining the Jefferson’s tion at NCC over the past 3 years. Prior the school’s mission. Faron believes est growing mid-sized companies;
Ferry management team, Caulfield to her work at the college, she was a in looking at the person, not the di- and SmartCEO’s 2016 Brava Award,
developed and managed retirement National Award Winning Fundraiser agnosis, and that belief has guided which celebrates high-impact female
communities throughout the country at the American Cancer Society for a her work in developing programs at business leaders.
as a partner of New Life Management decade serving the Eastern Division.  Federation. She started as a direct As a leading provider of cost effective
and Development, Inc. He launched DeDonato earned a Master of Science services worker in its Foster Grand- evidence based services, Federation of
his professional life as a CPA in the Degree in Counseling, Specializing in parent Program and developed con- Organizations partners with individu-
healthcare and real estate divisions at Higher Education with Honors from sumer-driven social model community als, families and communities to pro-
Ernst & Young. Long Island University. She has been mental health programs that focused mote wellness and enrich quality of life.
He is a member of the Healthcare teaching event planning for St. Joseph’s on recovery and consumer empower- Federation collaborates with communi-
Financial Management Association, College in Patchogue for their summer ment. She is committed to involving ty leaders and progressive healthcare
the American Institute of Certified workshop series for the past 4 years. the people being serviced in the devel- providers to educate and motivate peo-
Public Accountants, the New York She is also on the board of direc- opment and delivery of services. ple to improve their health.
State Society of CPAs and the Penn- tors for Dress For Success-Long Island Faron was appointed executive di-
sylvania Institute of Certified Pub- (501c3), serves as a creative advisory rector of Federation in 1986 — and the
lic Accountants. He is a graduate of board member for the Long Beach In- growth of the agency has continued
Drexel University. ternational Film Festival (501c3), a ever since. Under her leadership, Fed- JON
Jefferson’s Ferry is a non-profit committee member for the Mondays eration of Organizations grew from a
lifecare continuing care retirement at Racine Organization (501c3, which small not-for-profit with a budget of FEINGOLD
community that successfully inte- began from the work highlighted in the under $2 million serving Suffolk Coun- The Hagedorn Little
grates all the elements of an active re- Academy Award Nominated Documen- ty to a multi-service agency serving Village School,
tirement with a mix of recreation and tary) and volunteers as a troop leader Suffolk, Nassau, Queen and Brooklyn Jack Joel Center for
activities, readily available health for the Girl Scouts of Suffolk County. with a budget of over $12 million. Special Children
care and peace of mind. Residents pay DeDonato is passionate about so- She has developed a strong staff
a one-time entry fee and thereafter, a cial responsibility and giving back to and infrastructure to support program
predictable monthly fee. her community in any way she can. development and operation. During Jon Feingold is executive direc-
More than 400 residents aged 62 Nassau Community College Foun- her service to Federation she has tor at The Hagedorn Little Village
years and older live in either inde- dation is a not-for-profit corporation brought the agency from an advocacy School, Jack Joel Center for Special
pendent living residences (248 units created in 1983 to support the mis- group operating a Foster Grandpar- Children in Seaford, which provides
include cottages and apartments); en- sion of the college by providing an ent Program in Suffolk County to a educational and therapeutic programs
hanced assisted living apartments (60 independent avenue to receive philan- large multi-faceted social service agen- to infants, pre-school and elementary
units); or skilled nursing (60 private thropic aid. The purpose of the Foun- cy serving Suffolk Nassau Queens and school children with a wide range of
suites, 20 of which are memory care). dation is to receive, hold, invest, and Brooklyn with the mission of “Helping developmental delays and disabili-
With attractive and spacious pri- administer gifts and donations for people help themselves.” ties. Feingold has held this position
vate enhanced assisted Living stu- Nassau Community College, as well Faron is proud of Federation’s strong since 2009 and is responsible for the
dio and one-bedroom apartments as its students and faculty.  NCC’s history of developing programs that are school’s consistent achievement of its
and state-of-the-art-private nursing responsibilities include, but are not designed to meet the needs of special mission and financial objectives.
and rehabilitation suites, the Vin- limited to, fundraising and the dis- populations, such as people recover- He provides leadership in develop-
cent Bove Health Center at Jeffer- tribution of those funds in support ing from mental illness, the homeless, ing programs, organizational and fi-
son’s Ferry offers comfort and com- of student scholarship opportunities, low-income seniors and at-risk children. nancial plans with the board of trust-
42 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Not for Profits
ees and staff, and carries out plans language delays, orthopedic and/or board of trustees, will receive the Ju- operations. His goal is to assure that
and policies authorized by the board. motor impairments, visual impair- dith S. Bloch award; Alice Tan Rouse, all programs and services continue to
Feingold ensures compliance with fed- ments and/or significant medical is- a member of the board of trustees, strive and attain the agency’s 65-year
eral, state and local regulations. He sues. The school provides year round will receive the Arnold K. Greenberg mission to advance the independence,
develops and maintains sound finan- programs and services that include award; and Mary Fasano, an alumni productivity, and full citizenship of
cial practices and is responsible for diagnostic evaluations and treatment, parent and retired employee, will re- people with disabilities by creating
development of annual budget and for early intervention, a preschool and an ceive the Abraham Lurie award.” “Life Without Limits.”
meeting and reporting all relevant fis- elementary school. The school serves Friedman has written many arti- UCP of Long Island, through the
cal organization activities to the board. children ranging in age from birth cles on relevant parenting and chil- dedicated work of its over 1,000 em-
Feingold joined The Hagedorn Lit- through elementary school. dren and education topics and is a ployees, has been committed to pro-
tle Village School, Jack Joel Center Little Village has an absolute char- sought after guest lecturer. She viding a wide range of programs and
for Special Children in 1995, as an as- ter from the New York State Board of earned a master’s degree in early services to meet the individual needs
sistant teacher and has held various Regents and is approved as a preschool childhood special education from of persons with a disability. These
positions including director of psycho- and elementary school by the New George Washington University, include pre-school and school age
logical and social services, coordinator York State Education Department. Washington, D.C. and a bachelor’s education programs; day treatment,
of psychological services and school degree in psychology, with distinction, day habilitation, respite programs;
psychologist. from the University of Rochester. group and independent residential
Over the years, Feingold has She also holds a New York State opportunities and employment
watched The Hagedorn Little Village Permanent Certification in Special training and placement services.
School, Jack Joel Center for Special JANICE L. Education N-12. UCP of Long Island hosted its Sec-
Children and its services grow. Founded in 1966, Variety Child ond Annual Casino Night on Thurs-
“In 2002, The Hagedorn Little FRIEDMAN Learning Center is a not-for-profit day, April 21 st at the Larkfield in
Village School, Jack Joel Center for Variety Child center that provides special educa- East Northport. Attendees enjoyed
Special Children moved into its new Learning Center tion programs and support services a wonderful night of casino games,
location in Seaford, Feingold said. for children with developmental and delicious food and networking while
“We were able to create an expanded, learning disabilities and their fam- benefiting a great cause.
permanent, state-of-the-art facility ilies who reside in Nassau and Suf- “Proceeds from the event will sup-
thanks to the generosity of our ex- Janice L. Friedman, MA is chief folk Counties and New York City. port UCP of Long Island programs
tended community of supporters.” executive officer of Variety Child VCLC also provides professional de- and services for people with disabili-
“Less than 10 years later, we were Learning Center (VCLC) in Syosset. velopment training and workshops for ties,” Friedman noted.
faced with a dilemma,” Feingold said. Friedman joined VCL, in 1975, as a early childhood educators, profession- Casino Night was chaired by UCP
“Thanks to the outstanding work of teacher and has held various posi- als, and pediatric residents. VCLC of Long Island Board Chair Thomas
our staff, we were receiving referrals tions in the organization, including promotes the development, education, Pfundstein. Pfundstein became in-
for far more students than we had the director of research and training and and inclusion in the community of volved with the organization more
capacity to serve. In response, we un- chief operating officer. Friedman was children with or at risk of disabilities, than 10 years ago through his son,
dertook a project to expand our current named VCLC’s chief executive officer, including autism, through a combina- Joseph, who attends The Chil-
facilities. Three years ago, we opened in 2009, and provides leadership and tion of early identification, family in- dren’s Center at UCP of Long Is-
our newest wing, and have since added oversight of program operations to volvement and support, research, and land. Pfundstein credits the center
eight new classrooms, a second occu- achieve VCLC’s mission to promote collaboration with professionals. with helping his son thrive and en-
pational/physical therapy center, and the development, education and inclu- Each year, VCLC serves over 750 courage his love of learning in a stim-
several speech therapy suites.” sion into the community of children children and their families with a ulating and social setting.
“We are now providing services, both with, or at risk of disabilities. staff over 400 in two sites, Syosset “The Children’s Center is in the
on site and in the community, to more Friedman works with the board and and Levittown. Programs and ser- forefront of early intervention, pre-
than 1,500 families in any given year,” staff on meeting many goals, including vices, provided on and off-site, in- school, and school age programming,
Feingold said. “To fund this expansion, positioning VCLC as a state-of-the-art clude: Applied Behavioral Analysis serving 74 infants and children with
we are seeking support from individu- facility; matching agency resources to (ABA) Home Program; Special edu- disabilities,” Friedman said. “The cen-
als and/or organizations that share our program priorities; maintaining effi- cation preschool and kindergarten - ter uses specialty programs such as
vision of providing the finest education- cient internal operation and effective second grade; Early Intervention for a feeding program - food exploration
al and therapeutic services to children delivery of services; expanding and in- infants and toddlers; Evaluation Cen- and sensory techniques (F.E.A.S.T.)
with developmental disabilities.” volve supportive constituencies; and ter to determine if children have dis- and assistive technology services. The
Those interested in learning more increasing donor support. abilities; Special Classes in an Inte- school continues to introduce new and
about The Hagedorn Little Village VCLC is celebrating its 50th Anni- grated Setting (SCIS); SEIT (Special innovative programs designed to meet
School, Jack Joel Center for Special versary and planning a year of cele- Education Itinerant Teachers) pro- the needs of Long Island’s children
Children can visit its website or contact- bratory events, Friedman said. vided at over 50 nursery schools and and their families.”
ing Feingold directly, Feingold noted. child care locations each year, and at Prior to becoming president and
“Our first event will be on April
Feingold is also a psychologist in home; Family Center Sunday Respite/ CEO of UCP of Long Island, Friedman
15th at Crest Hollow Country Club in
his private practice in Merrick where Recreation Program for children up to worked in executive positions in cor-
Woodbury, New York, featuring a live
he provides therapy for children, ad- age 10; Social Skills Training Groups; porate administration and human re-
performance by The Movin’ Out Band,”
olescents, and adults with a variety Lufrano Training Program that has sources. These included vice president
she said. “The evening will include a
of psychological, behavioral and emo- reached more than 1,000 early child- for administration and human resourc-
sit-down dinner, raffles and silent and
tional disorders. He is also a school hood personnel with seminar titles es for Empire Office Equipment, Inc.
live auctions. Our emcee for the third
psychologist/psychologist/early in- including ABA Boot Camp; Vacation/ and the Movado Group, Inc.
year is Ellis Henican. Tickets are $150
tervention provider with the Nassau Recreation Programs and collabora- Friedman earned a B.B.A. in public
and sponsorship and E-Journal oppor-
County Department of Health provid- tions with Winthrop University Hos- accounting and management from Hof-
tunities are still available.”
ing family training, behavior modifi- pital that bring pediatric residents to stra University; an M.S. ED. in train-
For more information, tickets or
cation counseling, and psychological VCLC for training. ing and development, counseling from
sponsorships opportunities, interested
Hofstra University; and an M.B.A. in
services to families of children, ages parties can call VCLC.
human resources management and
birth to three, with various develop- “During VCLC’s 50-year history,
labor relations from New York Insti-
mental delays, disorders and deficits. there have been many distinguished
tute of Technology.
Among his professional affiliations,
Feingold is an elected member of the
people who have shaped the path of
the organization,” Friedman noted.
STEPHEN H.
Agency Executives Council of the Unit- “We will be honoring some of these FRIEDMAN
ed Way of Long Island and a member
of the Community Advisory Council of
individuals with awards given in their
name and honor: Judith S. Bloch,
United Cerebral
Palsy Association of
LIBN’S DAILY NEWS ALERT IS FREE.
the Junior League of Long Island. Founder and CEO (1966-2008), Arnold Long Island
The Hagedorn Little Village K. Greenberg, member of the Board
School, Jack Joel Center for Special of Trustees and Abraham Lurie, First
Children is a publicly funded, not-for- Chairperson of the Board of Trustees.”
profit school that provides education- “Award winners were chosen be- Stephen H. Friedman is pres-
al and therapeutic services for chil- cause they exemplify and carry on the ident and CEO of United Cerebral
dren with developmental disabilities. spirit, passion and the work of Judith Palsy Association of Long Island in
These disabilities may include cogni- Bloch, Arnold Greenberg and Abra- Hauppauge. Since 2003, Friedman
tive delays, social/emotional deficits,
autistic spectrum disorders, speech/
ham Lurie,” Friedman said. “Don-
nalynn Darling, Esq., a member of the
has been providing leadership and
guidance to all facets of the agency’s
libn.com
43 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Not for Profits
New York State Senate, Fuschillo budget guidelines and ensures ade-
CHARLES J. had been a champion against drunk
driving in New York State. He spon-
quate funds are available to permit
the organization to carry out its work.
FUSCHILLO, sored “Leandra’s Law,” which makes
it a felony to drive drunk with a child
“ACLD supports individuals in their
pursuit of an enviable life, and with TOM
JR. in the car and requires all convicted
drunk drivers to use ignition inter-
Earth Day here we’re very proud of our
new green program, RewearABLE, an HOPKINS
Alzheimer’s EPIC Long Island
locks to prevent them from drinking initiative that helps the environment
Foundation of
and driving again. He also authored while providing sustainable employ-
America
New York State’s Telemarketer “Do ment for adults with developmental
Not Call” Registry law, which served disabilities,” Goldsmith said. “ACLD
Charles J. Fuschillo, Jr., is president as the model for the federal govern- has one of the largest supported em- Tom Hopkins is president & CEO
& chief executive officer of the Alzhei- ment’s “Do Not Call” registry and au- ployment programs on Long Island, of EPIC Long Island in East Meadow.
mer’s Foundation of America (AFA). thored New York State’s Clean Indoor and RewearABLE gives us a way not Hopkins is a human services profes-
Appointed to this position in 2014, Fus- Air Act to make worksites and public just to find jobs for individuals, but to sional with more than 30 years of expe-
chillo is credited for expanding AFA’s places smoke-free. actually provide jobs for adults with rience working with adults with devel-
Additionally, he authored a law, disabilities alongside employees with-
national presence, increasing critical opmental disabilities and their families.
signed on November 1, 2011, to pre- out disabilities in an integrated work-
assistance to individuals confronting Hopkins began his career working
vent insurance companies from de- place of our own creation.”
dementia, caregivers and their families. for the New York State Office of Men-
nying treatments and therapies for “Further, by collecting and recy-
Under his leadership, the organization tal Retardation and Developmental
autism. Autism Speaks, a national cling unwanted clothing we’re keeping
has grown to be more than 2,400 mem- Disabilities in 1980. In 2003, Hopkins
autism advocacy organization, named that material out of landfills, and the
ber organizations strong. retired from state service to become
Fuschillo a “legislative champion” in money RewearABLE makes from sell-
Alzheimer’s Foundation of America chief operating officer at the Center
2012 for authoring the law. ing the collected clothing goes right
(AFA) is a national not-for-profit foun- for Family Support, a not-for-profit
Fuschillo has also been recognized back into ACLD programs,” Gold-
dation that provides optimal care and agency providing services to people
for his lifetime of community service smith explained. “So, RewearABLE
services to individuals confronting de- with developmental disabilities and
and his work at AFA with awards is good for the environment, good for
mentia, and to their caregivers. AFA brain injuries. After increasing rev-
including The Harry Chapin Human- ACLD and good for the individuals
fills the gap that exist on a national enue 50%, Hopkins left that agency,
itarian Award - Long Island Cares, who turn to us for support.”
level to assure quality of care and excel- in 2008, to become executive direc-
Inc.’s; and the Pendl Badge of Cour- RewearABLE accepts clothing of
lence in service to individuals with Alz- tor and CEO of the Epilepsy Founda-
age Award, Lifetime Achievement all types and sizes, and all donations
heimer’s disease and related illnesses, tion of Long Island — currently EPIC
Award from the New York State are tax-deductible.
and to their caregivers and families. Long Island.
Grand Lodge Foundation. “Anyone looking to schedule a pick
“At the Alzheimer’s Foundation of In January 2016, EPIC Long Island
The Alzheimer’s Foundation of up of unwanted clothing can call Re-
America, we strive to help more peo- entered a corporate relationship with
America is a non-profit organization wearABLE (ACLD) or they can come
ple each day than we did the day be- South Shore Child Guidance Center,
that unites more than 2,400 member to Heckscher State Park at 9 a.m. on
fore,” Fuschillo said. a mental health counseling center for
organizations nationwide with the goal Sunday, May 22, when we’ll be accept-
To that end, AFA offers national children located in Freeport. Hopkins
of providing optimal care and services ing donations to RewearABLE as part
toll-free helpline, staffed by licensed currently serves as president & CEO of
to individuals confronting dementia, of our 1st Annual Walk/Run Journey
social workers who have demen- both agencies, overseeing a combined
and to their caregivers and families. to an Enviable Life,” Goldsmith said.
tia-specific training. Prior to joining ACLD in 2014, budget of $27 million.
“AFA’s helpline offers support and Its services include a national, toll- EPIC Long Island continuously
free helpline staffed by licensed social Goldsmith was associate executive
referrals to local services in both En- director of AHRC Nassau where he seeks to improve and expand its ser-
glish and Spanish,” he said. “Callers workers; educational materials; and a vices, Hopkins said.
free quarterly magazine for caregivers is credited for refinancing $32 mil-
run the gamut from individuals whose lion of properties that resulted in $3.5 “An exciting recent accomplishment
parents or spouses have just been di- and professional training. here at EPIC Long Island was the ex-
million in savings. Maintain a work-
agnosed with Alzheimer’s disease to ing knowledge of significant develop- pansion of the license of our mental
individuals in the early stages of the ments and trends in the field. health clinic to include the treatment
disease seeking advice; from caregiv- He earned a M.A. Educational Psy- of children, Hopkins explained. “To
ers looking for strategies to help navi- chology (Special Education) from New prepare for this new population, we
gate the behavioral changes — includ-
ing wandering and aggression — that
ROBERT C. York University; an M.S. in Guidance identified a clinic supervisor, began
hiring highly trained clinicians who
and Counseling from Long Island
may occur as the disease progresses, GOLDSMITH University; and a B.A. from Rider Col- specialize in working with children
to caregivers who just need to vent. ACLD lege where he majored in history and and their families, and networked with
AFA’s social workers treat each caller political science. local hospitals, school districts, the
with compassion, respect and dignity. Founded in 1957, ACLD is a 501(c) Nassau County Department of Human
No question is too small, no concern (3), ACLD has more than 1,100 em- Services and pediatricians.”
insignificant.” ployees who work collaboratively “We have also brightened up our
AFA’s helpline staff is also available Robert C. Goldsmith is chief exec- with a person-centered approach to clinic environment to make it more
via e-mail and Skype, Fuschillo noted. utive officer at ACLD, a not-for-profit ensure the more than 3,000 people child-friendly and comfortable,” Hop-
“In addition, AFA helps people agency in Bethpage whose mission is it serves each year live with digni- kins noted. “This accomplishment was
through its free, educational confer- to provide opportunities for children ty everyone strives for. ACLD oper- one of our strategic goals and positions
ences, offered in cities nationwide,” he and adults with autism, learning and ates 77 different program sites in- us as an agency that can provide a full-
said. “AFA’s Concepts in Care educa- developmental disabilities to pursue cluding group homes and apartment er array of services to individuals and
tional conference visits New York City enviable lives, increase independence programs across Nassau and Suffolk families in need here on Long Island.”
on May 13. The conference is free and and foster supportive relationships counties, and provides a continuum Hopkins was educated at Loyola
breakfast and lunch will be provided.” within the community. Goldsmith of services including early childhood University, the University of Illinois
For information or to register for is responsible for the organization’s services, day habilitation, residential and the University of Hartford.
the Concepts in Care event, inter- achievement of its mission and finan- alternatives, vocational training and EPIC Long Island, formerly known
ested parties should call the Alzhei- cial objectives. job placement, recreation programs, as the Epilepsy Foundation of Long
mer’s Foundation of America or visit Goldsmith provides leadership in respite, family support services, Med- Island, has served the Long Island
its website. developing programs, organizational icaid service coordination, and medi- community for 60 years, beginning as
Prior to joining AFA, Fuschillo and financial plans with the board cal and behavioral health services. a small agency dedicated to helping
served as a member of the New York of trustees and staff, and carries out families affected by epilepsy. Through
State Senate for nearly 16 years. plans and policies authorized by the the years, its services have expand-
During his tenure in the senate, Fus- board. He promotes active and broad TARGET YOUR AUDIENCE ed to meet the evolving needs of the
chillo authored more than 200 state participation by volunteers in all Long Island Business News has a weekly reach
communities it serves and, today, the
of approximately 18,750 readers, 73% of whom are
laws and chaired the Senate Consumer areas of the organization’s work and business owners, officers & high-level managers.
organization provides services to hun-
Protection and Transportation Com- maintains official records and docu- dreds of individuals with developmen-
mittees. He also served on the Senate ments, and ensures compliance with tal disabilities, mental health chal-
Health committee. Prior to that, he was federal, state and local regulations. libn.com lenges and epilepsy.
chief operating officer of a nonprofit Goldsmith works closely with the EPIC Long Island’s wide range of
family service agency that served Long finance committee, the board and Contact our advertising services for adults with developmen-
Island and New York City. staff in preparing a budget. He ensues department to discuss options for tal disabilities includes 18 residen-
your business at 631.737.1700
In his capacity as a member of the that the organization operates within tial facilities throughout Nassau and
44 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Not for Profits
Suffolk counties; a weekday program a member of NYSACRA; is a NYSRA is working to win back opportunity for and adults with cerebral palsy, de-
for day habilitation and Saturday re- NYSACRA Managed Care Council struggling Americans 50+ by being a velopmental and other disabilities
spite program; community services member; a member of LIA; and serves force for change on the most serious nearly 34 years ago. He has held vari-
that offer Medicaid service coordina- on the audit committee for the Com- issues they face today: housing, hun- ous roles within the agency that have
tion and community habilitation; and mack Union Free School District. She ger, income and isolation.” made a difference in the lives of peo-
specialty developmental disabilities is also a recipient of the 2015 LI Power Prior to joining d’exposito & Part- ple with life challenges, including his
clinics. Its mental health clinics pro- Women in Business Award. ners, Macias worked as management role as executive director which he
vide therapeutic services to children Life’s WORC — and its Family supervisor at GlobalWorks, a New has held for 19 years.
and adults for challenges that range Center for Autism — are approved York multicultural ad agency, man- When McGuire joined CP Nassau,
from temporary, short-term issues to New York State 501(c) 3 organiza- aging the Cablevision account, for it employed about 250 individuals,
severe psychiatric disorders. tions that support individuals with residential mass, direct marketing had a budget of $3 million and served
The organization’s staff trains and developmental disabilities. The agen- and business-to-business initiatives. about 500 children and adults. Today,
provides informational materials — cy was founded in 1971 by Vicki He began his advertising career at he oversees a staff of 850 who provide
at no cost —to teachers, healthcare Schneps, the mother of a former Wil- Wunderman Worldwide in the area programs and services that assist al-
professionals, and community groups. lowbrook State institution resident. of media planning and buying. Later, most 1,800 individuals with a budget
EPIC Long Island offers tailored ed- She established an organization dedi- he worked for Marti Flores Prieto & of $50 million.
ucational programs for students from cated to ensuring that those with de- Wachtel/New York, a division of J Wal- Cerebral Palsy Association of Nas-
elementary through high school that velopmental disabilities and autism ter Thompson, on Rums of Puerto Rico sau County, Inc. was established in
demonstrate what epilepsy is, what it are afforded opportunities to live life and Puerto Rico Tourism Company. 1948 as a small, outpatient health
isn’t and how to administer first-aid to the fullest. His interest in the Hispanic mar- clinic by parents who wanted a bet-
when someone is having a seizure. Life’s WORC offers comprehensive ket led him to work at The Bravo ter life for their children. Over six
services to more than 1,200 individuals Group/Young & Rubicam, where he decades later, CP Nassau has earned
and families in Queens, Nassau, Suf- was responsible for the planning and distinction as one of the nation’s pre-
folk counties and provide supportive execution of several direct market- eminent non-profit healthcare agen-
homes to over 250 people. Additional ing accounts at BravoDirect, servic- cies. The school at CP Nassau, known
JANET programs for both families and individ-
uals include at-home supports, skills
ing clients such as AT&T, Citibank,
H&R Block, and USPS. Macias later
as the Children’s Learning Center,
provides special education for early
KOCH development and behavioral interven-
tion, social recreation programs and
moved to McCann Erickson where he
brought with him his combination of
intervention, preschool and school-age
children. Each child has an individ-
Life’s WORC
vocational training opportunities. The advertising and direct marketing ex- ualized educational plan that coordi-
organization also offers collaborative perience to work on UPS Internation- nates academic and therapeutic needs
school linkage programs with Long al managing all the efforts in Latin to maximize our children’s opportuni-
Island school districts supporting indi- America. His agency work has led him ties to prosper. The school adds to its
Janet Koch is CEO of Life’s WORC, viduals and families in need of Applied to work in Argentina, Brazil, Chile, rich environment by hosting a myr-
a 501(c) (3) organization in Garden Behavior Analysis interventions. Mexico and Puerto Rico. iad of special programs that include
City that supports individuals with Coordinated and focused through His passion for understanding all ballet, chorus, a prom, homecoming
developmental disabilities inclusive of its ‘Person-Centered’ planning ap- marketing disciplines later led Ma- parade, adaptive physical education,
those on the autism spectrum. proach, all of Life’s WORC services cias to work at Long Island headquar- as well as music and art therapy, and
Prior to being named CEO in 2104, are provided with one goal in mind: to tered - Don Jagoda and Associates, scouting to name a few.
Koch served as the agency’s chief fi- enable the individual to achieve their a 50-year-old and industry-respect- Medical Services include primary
nancial officer for six years. In her ten- personal best, no matter what their ed full-service promotion marketing care and a host of specialties that in-
ure as CFO, she displayed an ability to abilities or challenges. agency, where he served as direc- clude dentistry, podiatry, cardiology,
identify new funding opportunities, as tor of new business development for psychiatry and psychiatry. Over 300
well as an ability to maintain an exem- Hispanic Market contest promotion/ adults are provided various types of
plary quality of service to individuals sweepstakes marketing. day programs designed and tailored
with special needs despite a reduced AARP is a nonprofit, nonpartisan to their needs. Therapeutic inter-
revenue stream from funding sources.
Koch also displayed a keen under-
BERNARD organization, with a membership of
more than 37 million, that helps peo-
ventions and community outings are
common, as well, as the use of a high
standing of the need to position Life’s
WORC for the impending transition
MACIAS ple turn their goals and dreams into
real possibilities. AARP NY is at the
tech sensory room and a recording
studio that complements the exten-
AARP Long Island
to a managed care model of govern- vanguard of social change, the Dis- sive music program.
ment partnership. It is as a result of ruptor of the status quo advocating on Residential settings are designed
this foresight and a proven track re- behalf of our 2.6 million members and to promote independence, individuali-
cord of positive outcomes in all agency the larger community on issues of rel- ty and choice. In the agency’s 48-per-
related financial matters that result- Bernard Macias is associate state evancy: financial resilience, caregiv- son ICF (intermediate care facility),
ed in Koch being selected as CEO of director at AARP Long Island. Most ing, age-friendly communities and af- 24-hour nursing ensures expert and
Life’s WORC. recently, Macias was the account di- fordable housing. New Yorkers value prompt response to residents. In
Since being selected as CEO, Koch rector on the AARP account manage- AARP NY in a myriad of ways, as smaller homes, individuals establish
has spearheaded an organization re- ment team at d’exposito & Partners an assertive voice and champion for their own schedules and utilize com-
structuring; overseen the acquisition in New York City, managing AARP’s the Gen Xers and the 50+ and as the munity services, accordingly.
of four more homes; opened the new multicultural markets and engage- provider of experiential interactions, The organization’s highly regarded
Life’s WORC Family Center for Au- ment account, for all Hispanic/Lati- that not only delight, but help people sports team, led by USA Paralympics
tism (FCA); launched a new three- no campaign national initiatives. His 50+ live their best life looking through Weight Lifting Coach, Mary C. Hodge,
year strategic plan; and introduced a work and interest on AARP’s advo- a lens of real possibilities. AARP has travels the world competing in Bocce.
comprehensive marketing initiative. cacy, volunteerism and hyper-local staffed offices in all 50 states, the Dis- McGuire began his career in the
The agency has also earned the Soci- grass roots community work, led him trict of Columbia, Puerto Rico, and Bronx working with young adults liv-
ety for Human Resource Management to his new, recent post as AARP’s as- the U.S. Virgin Islands. ing in group homes. Early in his ca-
2016 Best Companies to Work for in sociate state director for Long Island, reer, his ability to relate to people and
New York State Award, 2015 HIA- serving Nassau and Suffolk counties. be a positive, effective mentor was ev-
LI Business Achievement Award in AARP strengthens communities ident. He has dedicated his career to
the Not-for-Profit category, LEAD2016
for Leadership Excellence Award and
and fights for the issues that matter
most to families such as healthcare,
BOB assuring that individuals with disabili-
ties accomplish things great and small
the American Heart Association’s Fit
Friendly Worksite Gold Status Award.
employment and income security, re-
tirement planning, affordable utilities
McGUIRE with dignity and increased self-esteem.
“Support from the community is
Cerebral Palsy
Koch’s career began about 20 years and protection from financial abuse, Association of vital to our agency and to all orga-
ago in the not-for-profit industry in Macias said. Nassau County, Inc. nizations who work to improve the
the field of developmental disabilities. “We advocate for individuals in the lives of people with disabilities,” stat-
She earned a Bachelor of Business marketplace by selecting products ed McGuire, “in addition to a variety
Administration Degree from Dowling and services of high quality and value of fundraising events, we hold an an-
College and a Master of Science in Ac- to carry the AARP name, as well as Bob McGuire is executive direc- nual Dignitary Awards luncheon and
counting from Long Island University, help our members obtain discounts on tor of Cerebral Palsy Association of our annual Forget Me Not Ball. These
CW Post. a wide range of products, travel, and Nassau County (CP Nassau) in Roo- events provide opportunities for our
Koch serves on the board of direc- services,” he said. “AARP Foundation sevelt. McGuire joined the not-for- agency to recognize and thank indi-
tors of the InterAgency Council. She is is an affiliated charity of AARP that profit health agency serving children viduals, businesses and organizations
45 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Not for Profits
who have gone above and beyond in and has held several positions within of approximately $200 million and a
helping CP Nassau carry out its mis- Long Island’s human services commu- workforce of more than 3,100 profes-
sion of providing the highest quality nity including deputy commissioner sionals committed to enriching the
programs and services to the children of the Nassau County Department of lives of 4,000 children and adults with THERESA A.
and adults we serve.” Mental Health, Mental Retardation disabilities throughout Long Island.
McGuire reported, “We are faced and Developmental Disabilities. He is The rapid growth in the number REGNANTE
with dramatic philosophical differ- credited with influencing the passage of individuals living with intellectual United Way of
ences with the state and federal gov- of New York State’s social work parity and developmental disabilities (IDD) Long Island
ernment when it comes to providing legislation, and in 1985, Pachter was on Long Island, along with their in-
the supports that individuals with selected Nassau County Social Work- creased longevity, present challenges
disabilities deserve and are entitled er of the Year by the NASW Nassau to those concerned about health and
to. Decision makers often view the Division in recognition of his work in well-being of this specific population, Theresa A. Regnante is president
world of services as ‘one size fits all.’ the areas of social work and political Perry said. and chief executive officer of United
Our agency is dedicated to advocating action, and for his contributions to the “AHRC and its partner organiza- Way of Long Island where she has
for choice. We have been a leader in fields of mental health. tions are developing effective and ef- been a catalyst for positive change
supporting the rights of individuals Pachter is a member of the board of ficient health promotion and disease since 2009. She is leading the non-
with disabilities for almost seven de- directors of the Long Island Associa- prevention strategies to improve the
profit organization, founded in 1964,
cades. With a proven track record of tion; he is also a 2006 recipient of the health and quality of life of people liv-
and supporting its 125 community
commitment, expertise, persistence New York State Liberty Medal, the ing with IDD,” he said. “Since people
partners in the development of stra-
and fortitude you can count on us to state’s highest honor for his work in with intellectual and developmental
tegic initiatives that have measurable
stay the course and remain steadfast the relief efforts associated with Hur- disabilities are living longer, the med-
and lasting impact.
in our fight.” ricane Katrina. Pachter also received ical and behavioral health community
Regnante is credited for imple-
the Town of Hempstead’s Make a Dif- must adapt health promotion inter-
menting significant organizational im-
ference Medal, in 2012, for his work ventions to people with cognitive and
provements in the areas of community
in responding to Superstorm Sandy. physical limitations. Better ways to
partnerships and financial competence
PAULE T. Long Island Cares, Inc., The Harry engage the disability community and
those who support them in the design
and assembling, retaining and engag-
Chapin Food Bank is Long Island’s
PACHTER, first food bank founded by the late of health promotion interventions will
ing high impact board members. She
works to maintain the delicate balance
singer, songwriter and social activist, yield better health outcomes for the
A.C.S.W., Harry Chapin. After Harry’s death in overall population.”
of dedication to mission, the need for
bold entrepreneurial initiatives and
1981 it was and is continued today by “Key areas to improve the health
L.M.S.W. his wife and partner, Sandy Chapin; a of people with disabilities include
the application of sound business man-
agement needed to run a successful
Long Island Cares, dedicated board of directors; and tal- improved access to health care and
nonprofit organization.
Inc., The Harry ented staff working out of a 35,000— human services, increased use of data
Regnante has helped United Way
Chapin Food Bank sq.-ft. facility in Hauppauge and three for decision-making, strengthening
of Long Island expand its traditional
storefront hunger assistance centers health and human services workforce
fundraising activities by broadening
in Freeport, Lindenhurst and Hun- capacity and renewed efforts to in-
the base of support and introducing
Paule T. Pachter, A.C.S.W., tington Station. clude people with disabilities in public
the organization to previously un-
L.M.S.W. is chief executive officer of Long Island Cares is a member of health programs,” Perry explained.
tapped markets. Her efforts have sta-
Long Island Cares, Inc., The Harry Feeding America and is the recog- “While challenges exist, due to gov-
ernment funding cutbacks, AHRC and bilized the organization both adminis-
Chapin Food Bank in Hauppauge. nized Regional Food Bank by the NYS tratively and financially.
Founded by the late singer, Grammy Department of Health, Division of Nu- its partners, Advantage Care Health
Center, The Fay J. Lindner Center Under her stewardship, United
Award winning songwriter, and social trition Hunger Prevention and Nu- Way of Long Island has shifted the
activist Harry Chapin, Long Island trition Assistance Program (HPNAP) for Autism and Partners Health Plan
(PHP) are committed to high quality focus of its mission to education, in-
Cares brings together all available re- and The Emergency Food Assistance come and health – the building blocks
sources for the benefit of the hungry Program of the USDA. (TEFAP). In health promotion, behavioral health
services and disease prevention strat- for a good quality life. In 2010, United
and food insecure on Long Island, and 2016, Long Island Cares was awarded Way of Long Island launched the LIVE
Charity Navigator’s highest 4-Star egies for youth, adults and older
provides to the best of their ability for UNITED campaign to engage commu-
rating for the 7th consecutive year. adults with intellectual and develop-
the humanitarian needs of our commu- nities in a more inclusive strategic ef-
mental disabilities.”
nity. The organization is dedicated to fort. LIVE UNITED is an invitation
Prior to joining AHRC Nassau,
promoting the food welfare of Long Is- to give, to advocate, to volunteer – an
Perry spent 14 years as executive di-
land, to raise the nutritional standards opportunity for all people to think of
rector of Arc of Onondaga County,
of its communities, to bring into closer themselves as part of the solution.
which serves more than 3,000 people
relation the resources and food needs of
the community, and to encourage food
STANFORT with developmental disabilities and United Way of Long Island is pre-
paring for its upcoming event/fund-
their families. Previously, he served
self-reliance for all Long Islanders.
As part of his vision, Pachter has
J. PERRY as executive director of Hopevale, Inc., raiser LIVE UNITED Celebration
AHRC Nassau an organization providing residential Luncheon on May 11 at the Crest
redefined the role of a food bank to Hollow Country Club in Woodbury
treatment, family support, foster care,
offer more direct services bringing from11:30 a.m. to 2:00 p.m..
education and clinical services to chil-
Long Island Cares in closer contact dren and families drawn from more “This event advances the common
with people in need, expanding mobile than 30 counties throughout New York good across Long Island,” Regnante
operations and building a network of Stanfort J. Perry is executive di- State. He also served seven years as a said. “More than 800 people from all
community resources to increase dis- rector of AHRC Nassau in Brookville, member of the New York State Office sectors — business, labor, nonprofits,
tribution and capacity, which resulted which is committed to person-cen- of Mental Retardation and Develop- the faith community, academia, elect-
in the organization receiving Feeding tered planning in its approach to pro- mental Disabilities Advisory Council. ed officials, veterans, volunteers —
America’s prestigious Hunger’s Hope viding supports and services to people Perry serves on the board of direc- will join together to accomplish goals
Award in 2011. with intellectual and developmental tors for the New York State Indus- that no one organization and no indi-
Last year, Long Island Cares in- disabilities. Perry joined AHRC Nas- tries for the Disabled, Inc. (NYSID), viduals can accomplish on their own.”
troduced Who Needs Pants Day, now sau as its associate executive director which is dedicated to providing on- “We will be honoring John R .
known as Casual for the Cause!, in 2013, overseeing the management going employment opportunities for Durso Local 338 RWDSU/UFCW & LI
Pachter said. of a full range of programs including people with developmental disabilities Federation of Labor, as well as Macy’s
“It’s the biggest casual Friday on AHRC’s residential and day program, throughout New York State. and the Island Outreach Foundation,”
Long Island and it was a huge suc- employment services, family and com- she said. “The event will be hosted
cess and lots of fun,” he said. “This munity support services, COMPASS by four-time Emmy Award-winning
year, it was held on Friday, June 10 and quality assurance. AHRC Nassau American comedian Carol Leifer and
and over 35 offices all across Long Is- is among the largest agencies in New Paul Fleishman of Newsday.”
land rocked their casual attire to help York State serving people with devel- Funds raised from this event will
Long Island Cares feed our hungry. opmental disabilities. support United Way of Long Island’s
It raised over $15,000, which provid- In his new role as executive di- 100+ community partners in Nassau
ed 17,700 meals. We look forward to rector of AHRC Nassau and its af- County and Suffolk County, Regnante
more companies getting involved in filiate organizations, which include noted. “As part of United Way of Long
next year.” Brookville Center for Children’s Ser- Island’s community impact strategy
Pachter is a graduate of the Adel- vices and Citizens Options Unlimited, these agencies connect families to
phi University School of Social Work Inc., Perry oversees operating budgets the building blocks of economic sta-
46 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Not for Profits
bility: income, education and health. in need of our services, has for the first “Although UFWC has been a sup- Shore LIJ Health System OEMLI’s
Education is essential to getting and time committed to expanding beyond porter of LLS for more than 33 years, advisory board; Town of Babylon’s
keeping a job with a livable wage and our Long Island borders,” Smith said. the cause became even more meaning- labor advisory board; and is a mem-
health benefits. An income adequate “We have leased a school building on ful to us when we lost a dear friend ber of the NAACP.
to pay for today’s necessities and sav- the Scarsdale/Yonkers border and plan and former UFCW President, Frank The Leukemia & Lymphoma Soci-
ing for the future provides families to open with four classes during our Meehan, to leukemia,” Speelman ety’s Long Island location is based in
with financial stability. Access to 50th Anniversary year. The school will said. “Light The Night is an evening Islandia. LLS is a voluntary health
quality health care keeps children on ultimately house up to 150 students walk that commemorates and cele- agency dedicated to blood cancer.
track in school and adults productive drawn from Southern Westchester.” brates lives touched by cancer. More LLS’s mission is to cure leukemia,
at work. In 2015, United Way of Long Smith earned a bachelor’s degree than 5,000 participants will walk a 1 lymphoma, Hodgkin’s disease and my-
Island’s network of care and 100+ in English Literature from Tufts Uni- to 2-mile route at Eisenhower Park on eloma, and improve the quality of life
community partners assisted 325,000 versity; a master’s degree from Hofs- October 15 while carrying illuminated of patients and their families. LLS
individuals, or approximately 1 per- tra University; and a master’s degree lanterns. The walk features live music funds lifesaving blood cancer research
son out of 10 on Long Island.” from New York University where he and fireworks.” around the world and provides free in-
Regnante has earned many honors also pursued a doctorate in American “Light The Night Walk is a great formation and support services.
and recognitions. Most recently, she Studies. In 1995 and 2001, Smith at- opportunity for Long Island business- Founded in 1949 and headquar-
was named a 2016 Long Island Power tended the program for Non-Profit es, both big and small, to give back tered in White Plains, NY, LLS has
List Awardee. She also received the Management at Harvard’s Graduate to the community, gain exposure for chapters throughout the United
2015 International Humanitarian Business School. their business and while helping LLS States and Canada.
Award from Gift of Life, Inc.; and the He taught for five years at the prep find cures, support patient services
2013 The Long Island Press Commu- school and university levels, including and advocacy efforts,” Speelman ex-
nity Leadership Award. She is in-
volved in many organizations includ-
Hofstra University, before working in
New York City government where he
plained. “I am also hosting a com-
plimentary breakfast on Wednesday,
MICHAEL
ing the Long Island Index Advisory
Committee; Adelphi University’s In-
eventually moved to the Division of
Special Education at the NYC Board
May 18 at UFCW Local 1500, 425
Merrick Ave in Westbury, where I in-
STOLTZ,
stitute for Social Research & Commu-
nity Engagement; Hofstra Universi-
of Education.
ACDS’s primary headquarters and
vite business leaders to attend as it’s
a great way to learn more about LLS
LCSW
Association for
ty’s Master of Public Health Program preschool is located in Plainview. and Light The Night Walk and how to Mental Health and
Advisory Committee; Advancement of ACDS was founded in 1966 by a group get involved.” Wellness
Commerce, Industry and Technology; of parents on Long Island who were Speelman was elected secre-
and LISTnet. seeking services for their young chil- tary-treasurer of UFCW Local 1500
United Way of Long Island ad- dren with Down syndrome. Since then in 2009. UFCW Local 15000 is among Association for Mental Health
vances the common good, creating op- it has grown and evolved into a life- the largest grocery retail unions in and Wellness CEO Michael Stoltz,
portunities for a better life for all by time services agency that serves fam- New York with more than 20,000 LCSW has been leading the Ronkon-
focusing on the three key building ilies of individuals with a wide range members working in grocery stores, koma-based agency since 1990 — first
blocks of education, financial stability of developmental disabilities, from pharmacies, and other industry jobs. as executive director of the predeces-
and health. The organization recruits before birth until late adulthood. Its The union is committed to building a sor organization, Clubhouse of Suf-
people and organizations that bring programs are delivered in a variety powerful coalition of community mem- folk, and then as CEO of Associa-
the passion, expertise and resourc- of settings, including its educational bers and workers that fight for eco- tion for Mental Health and Wellness
es needed to get things done. LIVE center in Plainview, in the family’s nomic, political, and social justice in (MHAW) since 2014. MHAW provides
UNITED® is a call to action for ev- home, in community-based programs our workplaces and communities. programs, services, and advocacy for
eryone to become part of the change. and in our Individualized Residential Since 1979, Speelman has served more than 3,000 people annually fac-
United Way of Long Island is part of Alternative group homes (IRAs). The in numerous roles at UFCW, most re- ing mental health challenges with an
a worldwide network spanning across organization currently has the capac- cently as executive vice president. His enhanced focus on serving military
41 countries and territories, including ity to serve more than 1,000 people key accomplishments include increas- Veterans with PTSD and other bat-
more than 1,200 local organizations in annually across all its programs. ing the union’s political fundraising by tle-related brain injuries.
the United States. ACDS is a 501©(3) corporation that more than 30%, the establishment of In collaboration with the Mental
relies primarily on government fund- programs that lead to more than 80% Health Association of Nassau Coun-
ing. However, it is dependent on private of members becoming active in the po- ty, the Association for Mental Health
support to fill the gap between public litical process, for instance, contribut- and Wellness coordinates dozens of
funding and its operating budget. ing to the Active Ballot Club, getting anti-stigma events and workshops
MICHAEL involved in voter registration, attend-
ing Lobby Day in Albany to let their
on Long Island that mark Nation-
al Mental Health Awareness Week,
SMITH voices be heard to political representa-
tives, and led fundraising efforts that
which, this year is Sunday, October 2
through Saturday, October 8.
ACDS
ANTHONY resulted in 20% increases each year. “With mental health reform occu-
Speelman also serves on Local pying a significant place in the na-
SPEELMAN 1500’s executive board; is a trust- tional political dialogue about health
Leukemia & ee of the union’s Pension & Welfare and wellness, it is more important
Michael Smith is executive director Lymphoma Society Funds; and chairs community blood than ever that people understand
of ACDS, a not for profit organization drives. He is a member of North what mental health distress and dis-
in Plainview dedicated to serving chil-
dren and adults with Down syndrome,
autism and other developmental dis-
abilities.
Smith entered the non-profit sector
Leukemia & Lymphoma Society
President and Chief Executive Officer
Louis J. DeGennaro, Ph.D. is pleased
You like us in print,
25 years ago, first at the New York
Institute for the Blind, then at a series
that one of the organization’s dedicat-
ed volunteers, Anthony (Tony) Speel-
now you can LIKE
us on Facebook.
of agencies in New York and Connecti- man — who is secretary-treasurer
cut. ACDS is the fourth agency Smith at The United Food and Commercial
has served as executive director, hav- Workers (UFCW) Local 1500 — is
ing developed an expertise in turning chair of Leukemia & Lymphoma Soci-
around financial troubled agencies, the ety’s (LLS) 2016 Light The Night Walk
subject of his upcoming book. taking place on Saturday, October 15
He came to ACDS in 2004 and is at Eisenhower Park in East Meadow.
credited for tripling the size of the Speelman is working closely with
organization, building its reputation, LLS to secure a successful event for
and expanding the reach of program the organization, which is dedicated libn.com
offerings. toward finding a cure for leukemia,
ACDS has been asked to replicate lymphoma, Hodgkin’s disease and my-
its special education preschool in
Westchester County, Smith said.
eloma. Speelman said he is honored
to serve as chair of the Leukemia &
facebook.com/LongIslandBusinessNews
“Our board of directors, dedicated Lymphoma Society’s 2016 Light The
to our mission of reaching out to those Night Walk.
47 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Not for Profits
abilities are – and aren’t – so we can ferences addressing topics such as sis prevention and diversion, social port and effort from the LIE team.
best advocate for access to the best leadership, management, and system and employment supports, housing “In 2014, LIE embarked on a new
practices of contemporary mental transformation. and homeless assistance, and PTSD chapter of its legacy, changing the way
healthcare,” Stoltz said. Stoltz is also a past chair of the peer support. it supports and raises funds for Long
“Through a range of diverse activi- Health and Welfare Council of Long MHAW is committed to the core Island charities by choosing to partner
ties hosted by organizations involved Island, a member of Suffolk’s Wel- practice values of empowerment, with one organization,” Strain said. “An
in healthcare, the arts, veterans ser- fare to Work Commission, and a past hope, opportunity, and cultural com- innovative idea of then co-presidents
vices, literacy, addictions, and legal president of the Ronkonkoma Rotary, petence. The agency takes a “whole Evan Bloom and Adam Zeitsiff.”
services, among others, our goal for where he has been an active 20-year person” perspective with an enriched “The initiative was a great success
Mental Health Awareness Week is member and was recognized as a Paul understanding of the social and eco- raising $45,000 for Big Brother Big
to promote a broader understanding Harris Fellow. nomic conditions that contribute to Sisters of Long Island, in 2014, and
through activities and events that can Stoltz earned a master’s degree in physical and mental health and sub- $47,000 for The Safe Center LI, in
stimulate Island-wide community dia- social work from Adelphi University, stance abuse. 2015,” she said.
logues,” he said. where he has served as an adjunct This year, LIE has selected New
A complete Mental Health Aware- professor teaching social welfare pol- Ground — an organization that assists
ness Week calendar will be posted on icy and human service management. families and veterans in breaking the
the Mental Health Awareness Week He maintains a private practice along cycle of homelessness, allowing them
website, he noted. with his wife, Robin, also a Social DAWN to function independently for gener-
“We, again, extend an invitation Worker, in Smithtown. ations to come — as its LIE Charity
not only to those impacted by the The Association for Mental Health JESSICA Partner of the Year, Strain said.
challenges of mental health distress, and Wellness is the result of the 2014 Strain is also president and founder
trauma, and psychiatric disability, merger of three organizations: Club- STRAIN of DJS Events, a full service boutique
but to all Long Islanders so people can house of Suffolk, Suffolk County Unit- Long Island Elite event planning and design firm where
better access the services that they, or ed Veterans and the Mental Health she has created memorable affairs for
a loved one, needs,” Stoltz said. Association in Suffolk County, found- clientele in the corporate, non-profit
For more information about partic- ed in 1955. and social sectors. In May 2012, she
ipating in the Mental Health Aware- MHAW programs help individuals Dawn Jessica Strain is found- created the innovative “WoofWoofWed-
ness Week – including sponsorship overcome the impact of mental health er of the Long Island Elite (LIE), a ding,” a fundraiser benefiting North
opportunities, Stoltz encourages peo- illnesses, disabilities, and trauma to 501(c)3 organization, established in Shore Animal League and Waggy Tails
ple to call MHAW. achieve goals of education, employ- 2002. This networking group connects Rescue. This special event was fea-
Recognized as a leader in the ment, social connection, housing, com- successful executives under the age tured on Fox 5’s “Good Day New York,”
field of mental health, Stoltz was re- munity involvement, and overall well- of 40 while demonstrating the value TLC’s “Say Yes to The Dress,” as well
cently named to the board the Men- ness. The agency also provides com- and fulfillment of raising money for as The Wall Street Journal, Cranes
tal Health Association of New York munity and professional education Long Island’s charities. Strain served and other publications.
State. He is past president of the New for mental health providers through as the organization’s president from Long Island Elite’s mission is to
York Association of Psychiatric Reha- ongoing workshops and seminars. 2002 through 2012 and continues to cultivate the development, growth
bilitation Services and was honored A range of peer-led support ser- be an active board member. and leadership capabilities of young
with the 1998 Irvin Rutman Award vices include the highly-successful Jo- Strain’s passion for philanthropy business professionals across Long
for Executive Director of the Year seph P. Dwyer Veterans Peer Support and community has helped raised Island. We are dedicated to raising
from the Psychiatric Rehabilitation Project. Through SCUV, the agency funds for many not for profit orga- awareness and funds for local not-
Association. offers a broad range of services deliv- nizations across Long Island. She for-profit organizations and other
He is a frequent keynote speaker ered by trained veterans and family recognizes that she could not accom- agencies that make a difference in
and panelist at mental health con- members to assist with outreach, cri- plish any of this without the sup- our own backyard.
48 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

quickly assess property tax issues and

WHO’s WHO
promptly file claims for tax reductions
DOUGLAS and refunds.
Formed in 1976, under the helm
W. ATKINS of Managing Partner Jeffrey D.
Forchelli, Curto, Forchelli, the firm’s areas of expertise
Deegan, Schwartz, have expanded to include banking,
Mineo & Terrana, bankruptcy, employment and labor,

in Real Property, Certiorari Law


LLP municipal incentives/IDA, entertain-
ment, construction law and more.

Firms and Health Care Law


Throughout the firm’s growth, one
Douglas W. Atkins is a partner at thing has remained constant - its
Forchelli, Curto, Deegan, Schwartz, focus on obtaining results for clients.
Mineo & Terrana, LLP in Uniondale. The firm employs more than 60 at-
Attorneys keep abreast of the myriad of issues/ Atkins concentrates his practice in torneys who handle complex matters
for a broad client base including na-
topics within their practice areas to provide the areas of tax certiorari, real estate
tional, regional and local businesses,
and condemnation. He has extensive
their clients with the best possible advice. experience in property tax reduction major real estate developers and or-
proceedings for all types of commer- ganizations, banks, insurance com-
cial real estate throughout New York panies, municipalities, educational
institutions, contractors, architects/
In this Who’s Who in Real Property & Certiorari State. He has handled complex cases
engineers and individuals.
for specialty properties such as golf
Law Firms and Health Care Law, some of courses, cellular towers, self-storage
Long Island’s leading attorneys from these facilities, nursing homes and condo-
minium communities.
practice groups highlight an issue/trend they Atkins also regularly advises prop-
erty owners and municipalities on MARNA
are currently focusing on to deliver the highest
level of counsel.
the negotiation and tax impact of In-
dustrial Development Agency PILOT BERNSTEIN
agreements. Cullen and Dykman
Atkins keeps his eyes on “the blur- LLP
ry line between realty value and busi-
ness value.”
“Property tax in New York state can
only be charged on real estate value, Marna Bernstein is a partner in
yet some property types have difficult Cullen and Dykman LLP’s banking
INDEXINDEXINDEX separation from their realty and busi-
ness components,” he noted. “Exam-
department, representing banks and
other financial lending institutions on
ples of this include senior living facili- commercial real estate finance trans-
ties, hotels and self-storage facilities.” actions. In her practice, Bernstein has
48 DOUGLAS W. ATKINS Forchelli, Curto, Deegan, Schwartz, Mineo & Terrana, LLP Prior to joining the firm, Atkins counseled clients in structuring, doc-
held positions at the Suffolk Coun- umenting and closing transactions se-
48 MARNA BERNSTEIN Cullen and Dykman LLP cured by multifamily apartment proj-
ty District Attorney’s Office and the
49 EILEEN O’BOYLE BITETTO Certilman Balin Adler & Hyman, LLP Kings County Supreme Court. ects, commercial office buildings, ho-
Atkins is a graduate of Brooklyn tels, shopping centers and mixed-use
50 KEITH P. BROWN Harris Beach PLLC Law School and is admitted to the facilities, on constructions projects and
bars of New York and Connecticut. He in bad-debt restructure and work-outs.
50 DIANA CHOY-SHAN Genser Dubow Genser & Cona, LLP
is a member of the Nassau and Suf- Bernstein is also managing partner
51 BRAD CRONIN Cronin & Cronin Law Firm folk County Bar Associations, where for the firm’s residential lending de-
he serves on the Tax Certiorari and partment. In addition to transactional
51 JUDITH A. EISEN Garfunkel Wild, P.C. Condemnation Law Committee for lending, she has experience represent-
51 RICHARD G. FROMEWICK Meyer, Suozzi, English & Klein, P.C. each. He is also an active member of ing owners in the acquisition, sale
the Huntington Township Chamber of and financing of real estate projects.
52 BENJAMIN GEIZHALS Moritt Hock & Hamroff LLP Commerce. As a result of increases in banking
Atkins is also a frequent lecturer regulations and economic uncertain-
52 LAUREEN HARRIS Cronin, Cronin, Harris & O’Brien, P.C and writer on the topics of commer- ty, Bernstein is seeing commercial
52 JENNIFER HOWER Herman Katz Cangemi & Clyne, LLP cial property tax and valuation. He lenders exercise significant caution.
has been published in the New York “Banking regulations have resulted in
52 BERNIE KENNEDY Bond, Schoeneck & King Real Estate Journal, New York Law our clients having to increase capital
Journal, Suffolk County Lawyer and reserves to cover potential increases
53 DAVID A. MANKO Rivkin Radler LLP
various other local publications. in borrower defaults,” she said. “Con-
53 MICHAEL MARTONE Koeppel Martone & Leistman, LLP The Huntington Township Cham- cern about heavy handed banking
ber of Commerce selected Atkins as regulations and other uncertainties
54 WILLETS S. MEYER Farrell Fritz, P. C. one of Long Island’s top 30 young pro- about the economy have caused lend-
54 KEVIN P. MULRY Farrell Fritz, P.C. fessionals in 2010. Since 2011, he has ers to tighten up their underwriting
been annually selected as a Rising requirements even as they continue
54 ERIC C. RUBENSTEIN Ruskin Moscou Faltischek P.C. Star by New York Super Lawyers. At- to put money on the street. We have
kins has successfully completed both even seen some local institutional
55 MICHAEL SCHRODER Schroder & Strom, LLP commercial and residential real estate lenders temporarily cease making
55 GREG STOLLER Abrams, Fensterman, Fensterman, Eisman, Formato, appraisal courses through the Colum- loans. Those who continue to lend are
bia Society of Real Estate Appraisers. doing so only to the strongest bor-
Ferrara & Wolf, LLP Forchelli, Curto, Deegan, Schwartz, rowers who they believe will be able
Mineo & Terrana, LLP is among Long to continue to meet debt service pay-
56 DAVID N. VOZZA Kern Augustine Conroy & Schoppmann, P.C.
Island’s leading full-service law firms ments despite potential tenant vacan-
56 STEPHEN B. WEISSMAN Rivkin Radler LLP representing clients in real estate, cies and possible reductions in rental
land use and zoning, tax, trusts and income. To hedge against such poten-
estates, tax certiorari, corporate and tial losses, we work with our clients to
commercial and litigation matters. structure transactions to incorporate
The firm has one of the fastest master lease components, springing
growing tax certiorari departments and burn-off guaranties, and escrow
on Long Island as it maintains com- holdbacks to address future vacan-
puterized New York City, Nassau and cies,” she explained.
Suffolk County tax roll information There is still some reluctance by
and records. This enables the firm to lenders to make constructions loans,
49 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Property, Certiorari Law Firms and Health Care Law
Bernstein said. “Although our clients tice in the area of Real Estate Tax dure is the creation of what is known to the Nassau County Department of
recognize a need for mixed-use, af- Certiorari law and Condemnation lit- as an equalization rate, which is Assessment web site, you would be
fordable and senior housing on Long igation. This concentration has, as merely a fraction representing the ac- led to believe that the actual equaliza-
Island, we still see some hesitation its focus, issues of real property val- tual percentage of full value assessed. tion rate was 1 percent, O’Boyle Bitet-
by lenders to commit to such projects uation; particularly the review of as- This use of an equalization rate to to said. “However, if you were to com-
without certainty that developers will sessed valuation–seeking opportuni- determine full value — as opposed to mence a negotiation on a commercial
be able to obtain the necessary ap- ties where taxes may be reduced. She a published assessed value at 100 per- assessment with the Nassau County
provals from the municipalities and also represents clients whose prop- cent of market value — creates terri- Assessment Review Commission, you
will be able to proceed with communi- erty has been acquired, or is about ble confusion for the taxpayers. Both would find that the equalization rate
ty support,” she stated. to be acquired, in Eminent Domain experienced and less sophisticated used for the 2017/2018 tax year would
“Lenders continue to be challenged proceedings–working to ensure that taxpayers are unaware of the values be .00685. To illustrate the point,
with commercial loans secured by these owners are adequately compen- found by the assessor and accordingly if your real estate had an assessed
projects that are underperforming due sated for their loss of property. must seek professional assistance in value of $10,000 and you looked on
to tenant vacancies and/or misman- O’Boyle Bitetto remains focused on order to determine if property is, in the Nassau County web site, you
agement either at loan maturity or many developing issues in her field, fact, over assessed.” would be led to believe that your full
upon default by Borrowers,” Bern- including fractional assessments. To make matters somewhat more value was $1,000,000.”
stein said. “As a result of such Bor- “I continue to be concerned by Nas- confusing, the Nassau County Depart- “In front of the Assessment Re-
rowers’ inabilities to refinance their sau County’s use of fractional assess- ment of Assessment and the Nassau view Commission, this same property
loans, we advise our clients in work ments in order to determine a full County Assessment Review Commis- would be discussed using an equal-
out solutions which best balance the market value for assessment purpos- sion use different equalization rates ization rate of .00685, which would
interests of Lenders and Borrowers, es,” she said. “In New York, property in order to determine full value based convert into a full market value of
neither of whom want to see their must be assessed at a uniform per- on assessed value for taxation purpos- $1,459,854,” she said. “The taxpay-
loans foreclosed.” centage of market value. The signifi- es, O’Boyle Bitetto noted. ers have a right to know and to un-
“This is a resilient industry that cance of this type of assessing proce- “For example, if you were to go on derstand the basis for their assessed
has faced similar issues in the past
and we believe that the industry will
continue to evolve to address such
issues in the future,” Bernstein noted.
Bernstein’s past experience includes
representing lenders on commercial
and residential foreclosures and the
sale of bank owned real estate.
Among her professional and com-
munity activities, she is on the board
of directors of the Real Estate Insti-
tute at Stony Brook University, Col-
lege of Business; a member of Mort-
gage Banker’s Association; a member
of the New York Bar Association, Real
Estate Law Section; and member of
Long Island Center for Business and
Professional Women.
Bernstein earned a juris doctor,
cum laude, from New York Law
School and a bachelor’s degree, cum
laude, from Northeastern University.
Cullen and Dykman LLP in Gar-
den City has been providing legal ser-
vices to individual and institutional
clients since 1850 and represents a
wide range of clients including banks
and other financial institutions, en-
ergy, telecommunications and water
companies; large and small business-
es, educational institutions; religious
organizations; insurance companies;
municipalities and not-for-profits, as
well as individuals. The firm’s prac-
tice areas include banking, ener-
gy and telecommunications, public
utility regulation, tax certiorari and
eminent domain, corporate and com-
mercial law, real estate, foreclosure,
bankruptcy, tort and commercial lit-
igation, labor and employment law,
municipal law, immigration law, and
trusts and estates.

EILEEN
O’BOYLE
BITETTO
Certilman Balin
Adler & Hyman,
LLP

Eileen O’Boyle Bitetto is a partner


at Certilman Balin Adler & Hyman,
LLP, a full service law firm with offic-
es in East Meadow and Hauppauge.
O’Boyle Bitetto concentrates her prac-
50 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Property, Certiorari Law Firms and Health Care Law
value in order to be in a position trates on corporate representation in profit organizations and individuals. “The majority of this work includes
to make an educated decision as to a wide range of real estate matters, Principal industries Harris Beach applying for and appealing eligibili-
whether or not a real estate tax re- from complex commercial disputes to represents include education, energy, ty decisions for government benefits
view proceeding is justified. However, issues related to zoning and land use financial, food and beverage, health for the residents of our clients’ health
it is important to note that for the regulations. care, insurance, manufacturing, med- care facilities,” she said. “The Medicaid
2018/2019 tax year, the Nassau Coun- He counsels many corporations ical and life sciences, real estate de- Program has undergone significant
ty Department of Assessment has em- on real estate development, liability velopers, and state and local govern- changes with the state-wide transition
barked on what they characterize as avoidance and litigation, as well as ments and authorities. from the former construct of ‘Medicaid
a ‘review’ of all commercial assessed compliance with federal and state en- The firm’s over 200 lawyers practice Fee for Service’ benefits to Managed
values in the county. I believe this vironmental laws. He has represented among offices throughout New York Long Term Care. This change has in-
would be a perfect time for the county Fortune 500 companies, including na- state in Albany, Buffalo, Ithaca, Mel- troduced an added layer of complexi-
to correct their practice of fractional tional retailers, commercial develop- ville, New York City, Rochester, Sara- ty; namely, the transition has forced
assessing and instead, move to reas- ers, residential developers, national toga Springs, Syracuse, Uniondale and health insurance companies into the
sess at full market value.” petroleum distributors, national and White Plains, as well as in New Haven, complex world of institutional Medic-
O’Boyle Bitetto has volunteered as local community banks, gasoline sta- Connecticut and Newark, New Jersey. aid benefits. These health insurance
a mentor with the Lawyers in Kids’ tions retailers, automotive dealerships, companies, whose main objective and
Education (LIKE) program, which pharmacies and other local business- experience existed solely within the
was created by the partners at Certil- es, as well as wireless companies and parameters of the provision of commu-
man Balin. As part of this team, she tower developers throughout the New nity services, are now involved with
uses “vocabulary enrichment games” York Metropolitan area, including all DIANA the administration and the processing
and offers a listening ear to help “at- townships and many villages through- of institutional Medicaid benefits for
risk” elementary school students with out Nassau and Suffolk Counties. CHOY-SHAN their enrolled members once they re-
literacy and life. Brown is a founding partner of Genser Dubow quire skilled nursing care.”
O’Boyle Bitetto also serves on Brown & Altman, LLP, which merged Genser & Cona, LLP “As legal representative for facili-
the Board of Directors of AAA North- into Harris Beach on January 1, 2016. ties occupied by hundreds of residents
east which is the regional affiliate of Brown previously practiced in the whose Medicaid benefits lie in the bal-
AAA. It is a not-for-profit corporation litigation departments of several pres- ance, this transition has presented sig-
established 100 years ago to maintain tigious Long Island-based law firms Diana Choy-Shan is a senior asso- nificant challenges,” Choy-Shan said.
a club for auto users and owners, with and also served as an assistant attor- ciate attorney at Genser Dubow Gens- “It has required me to focus on protect-
the primary purpose of advocating ney general in the Litigation Bureau er & Cona, LLP (GDGC) in Melville. ing my clients, while communicating
law related to the use, rights, and of the New York State Attorney Gen- Part of the firm’s health care reim- effectively and efficiently with health
privileges of such owners/users. eral’s Office. bursement and recovery team, Choy- insurance companies who lack the
O’Boyle Bitetto is active in Chris- Brown earned a juris doctor from Shan concentrates her practice in gov- knowledge and experience with Med-
tian Help, Inc. a charity serving Ap- Touro College Jacob D. Fuchsberg ernment benefits eligibility, handling icaid’s strict deadlines and demanding
palachian communities. Law Center and a bachelor’s degree complex Medicaid cases, fair hearings, documentation production and to man-
O’Boyle Bitetto is a member of from State University of New York Article 78 proceedings, guardianships age the relationships with the Medic-
the Nassau County, New York State at Albany. He is admitted to practice and resolution of all issues related to aid eligibility workers with whom I’ve
and Nassau County Women’s Bar in New York state and Connecticut resident financial accounts and health worked over the past several years.”
Associations. She earned an under- and before the United States District care facilities’ bottom line. Choy-Shan Choy-Shan is a state certified
graduate degree in American Stud- Court, Eastern District of New York handles complex matters affecting Guardian Ad Litem, court evaluator,
ies from St. John’s University and and Southern District of New York; health care facilities, as well as senior and counsel to guardians and inca-
a juris doctor from St. John’s Uni- and the United States Court of Ap- citizens and those with disabilities. pacitated persons and is accredited
versity School of Law. peals, Second Circuit. Choy-Shan is recognized for her ad- by the Department of Veterans Af-
O’Boyle Bitetto has achieved the Founded in 1856, Harris Beach is vocacy and creative lawyering skills. fairs for the preparation, presentation
highest professional rating by Martin- among the country’s top law firms as She not only sets the standard in and prosecution of claims for veter-
dale Hubbell. She is admitted to the ranked by The National Law Jour- Medicaid reimbursement on behalf of ans benefits. She is a member of the
New York State Bar. nal. Harris Beach ranks among the health care facilities but also is also Health Law Section of the New York
Certilman Balin Adler & Hyman, 2016 BTI Brand Elite law firms based responsible for numerous fair hear- State Bar Association and the Nassau
LLP is among Long Island’s largest on in-depth interviews conducted by ing decisions, which have changed County Bar Association.
full-service law firm with offices in BTI, a leading legal industry consult- the Medicaid and guardianship land- Choy-Shan participates in GDGC’s
Nassau and Suffolk Counties and ing group, of more than 600 corpo- scape, leading to increased reimburse- Senior Dreams Come True charitable
New Jersey. Its 14 practice areas in- rate counsel at the world’s largest and ment rates for health care facilities. A organization where she reviews and
clude: real estate, real property tax most influential companies. frequent author, Choy-Shan’s latest grants wishes for low-income seniors.
certiorari and condemnation, cooper- Harris Beach and its subsidiaries article, “Debunking ‘Good Cause’ and She also assists veterans with their
ative and condominium, land use/en- provide a full range of legal and pro- Successful Appeals of Medicaid Deni- applications for pension benefits on a
vironmental law, corporate/securities, fessional services for clients across als for Failure to Provide Documen- pro bono basis.
litigation, commercial lending, labor New York state, as well as nationally tation,” was recently published in the Choy-Shan earned a bachelor’s de-
relations/employment law, bankrupt- and internationally. Clients include Nassau Lawyer (September 2016). gree from Drew University, where she
cy and debtor/creditor rights, nonprof- Fortune 500 corporations, private- “My position at the firm is to se- received the Drew Recognition Award
it law, tax exempt and religious or- ly-held companies, emerging busi- cure payment sources for our health given to exceptional students. She
ganizations law, trusts and estates, nesses, public sector entities, not-for- care facility clients,” Choy-Shan said. earned a juris doctor from New York
elder law, telecommunications law, Law School.
and criminal law. Genser Dubow Genser & Cona,

Advertising helps LLP is recognized as a leading elder


law firm on Long Island. GDGC offers
expertise in health care facility reim-

KEITH P. people remember you. bursement and recovery, elder law,


estate planning and litigation. Health
care facilities turn to GDGC for qual-
BROWN ity legal representation regarding
Medicaid and government benefits
Harris Beach PLLC
eligibility, guardianship proceedings,
collections and litigation, and other
matters related to resident financial
accounts and the facility’s bottom line.
Keith P. Brown is a member of GDGC attorneys use innovative
Harris Beach PLLC’s Melville office. strategies, creative techniques and
Brown serves on the firm’s real estate “old-fashioned hard work” to get the
developers industry team, the finan- best results in a cost-effective way. The
cial institutions and capital markets Contact our advertising firm boasts an impressive success rate
industry team and commercial real helping health care facilities obtain
estate practice group. department to discuss options payment from Medicaid, insurance
Brown has extensive experience in libn.com for your business at 631.737.1700 carriers, residents or their representa-
the field of real estate law and concen- tives. GDGC attorneys are experienced
51 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Property, Certiorari Law Firms and Health Care Law
in every aspect of New York litiga- attribute a great deal of our success varied knowledge of the health care
tion in all court jurisdictions, including to having our finger on the pulse of industry. Prior to becoming an at-
Fair Hearings and Article 78 proceed- the real estate market,” Cronin said. torney, Eisen worked as a registered
ings in the Appellate Courts. The firm
secures Medicaid eligibility on behalf
“There is a common misconception
among some of the municipalities
JUDITH A. nurse in pediatrics and neonatal in-
tensive care, nursing education, nurs-
of residents, recoups payment of pri-
vate pay balances or NAMI from resi-
that all sectors of real estate are af- EISEN ing administration and risk man-
agement. Immediately following law
fected equally. In reality, shopping Garfunkel Wild, P.C.
dents or their representatives, negoti- school, she practiced in corporate law,
ates resolutions and, when necessary, centers, apartment buildings, office with a focus on corporate finance.
aggressively litigates cases. buildings, industrial building and Eisen has been an adjunct profes-
GDGC was a finalist in the 2015 other property types are separate sor of health law at Hofstra Universi-
HIA Business Achievement Awards. and distinct markets. At varying ty Law School and frequently writes
Judith A. Eisen is a partner/direc-
The firm provides creative advocacy times, one sector may be a hot mar- tor at Garfunkel Wild, P.C. in Great and lectures on regulatory issues.
and cutting edge planning strategies ket, while another has little or no Neck. As a member of the firm’s Founded in 1980, Garfunkel Wild,
and has been featured in many publica- activity. Even within those sectors Health Care Practice Group and Fi- P.C. (GW) maintains one of the most
tions including: The New York Times, there are stark differences in class A, nance Group, she advises clients on active health care practices in the
The Wall Street Journal, Newsday, B or C properties in terms of rates of a variety of business, regulatory, and Northeast, while also providing ser-
Investor’s News Daily, USA Today, returns required by investors, rental transactional matters. vices to many non-health-related cli-
The Daily News, The New York Post, rates, as well as vacancies and de- Joining the firm in 1988, Eisen’s ents. Always at the forefront of feder-
Kiplinger’s, Reader’s Digest and many practice focuses on the representa- al and state developments, GW meets
mand for space.”
others. GDGC attorneys have appeared tion of hospitals and other health care a full range of needs including stra-
“In our negotiations to reduce the
as guests on WNBC-TV, WABC-TV, providers including nursing homes, tegic planning, complex transactions,
CNN, News 12, WLNY News 55 and property tax burden, it is critical to exempt and taxable financing, white
not only know the market, but be home health agencies, durable medi-
many radio stations including WOR, cal equipment providers, pharmacies, collar defense, litigation, fraud and
WCBS AM, WBAB and WFAN. GDGC able to demonstrate to the taxing abuse, estate planning, elder law, tax
laboratories, and physicians with em-
is an affiliate member of Intercounty authority the difference for specific issues, real estate, licensing, capital
phasis on regulatory, transactional,
Health Facilities Association. property types in the current market- compliance, general corporate, finance, formation, EPA/environmental issues,
place,” Cronin explained. “There are employment, disciplinary, patient care, health information technology, pri-
many sources for this information, and other related matters. She also vacy & security and bankruptcy. GW
but the most valuable information represents other health care industry maintains offices in Great Neck, NY;
comes from working closely with our related clients, including health care Hackensack, NJ; and Stamford, CT.
BRAD client. This allows us to fully under- lenders and vendors to the industry.
CRONIN stand the challenges of their specif-
ic property and represent them ef-
She has worked extensively on matters
relating to not-for-profit corporate gov-
Cronin & Cronin
Law Firm fectively while keeping in tune with ernance, as well as related issues for
social service agencies.
RICHARD G.
the market. This comprehensive ap-
proach requires time and organiza-
Eisen developed and implement- FROMEWICK
ed a HIPAA Compliance Program for Meyer, Suozzi,
tion, but by being fully prepared we
health care providers, health plans English & Klein,
Brad Cronin is the founding part- are able to make a much more ef- and clearinghouses. P.C.
ner at Cronin & Cronin Law Firm in fective case with the municipalities Eisen’s insight into health care sys-
Mineola. Cronin & Cronin Law Firm which results in larger tax refunds tem allows her to focus on the shifts
practices exclusively in the area of tax and reduced tax bills for our clients.” this industry is taking.
certiorari, protesting the real proper- Cronin has been an invited speak- “The move in health care in New Richard G. Fromewick is the chair
ty tax assessment and condemnation er and participant on various panels York is toward integration, vertically of Meyer, Suozzi, English & Klein,
for commercial properties throughout involving different subjects affecting among various types of providers, and P.C.’s tax certiorari and condemnation
New York State. Cronin focuses his tax certiorari and valuation of prop- horizontally among providers of the practice in Garden City, which centers
skills on representing property own- erty such as condominiums, environ- same type,” Eisen said. “We are work- on providing a full range of real estate
ers in Nassau, Suffolk and Westches- mental contamination, and reviewing ing on the development of systems tax assessment services. These include
ter counties, as well as New York City that include academic medical centers, representation with respect to all types
changes in the tax certiorari field. As
and upstate New York. community hospitals, long term care of commercial and residential proper-
a member of the Nassau and Suffolk
For more than 35 years, Cronin providers, home and community based ties in tax assessment reduction pro-
has developed longstanding relation- Condemnation and Tax Certiorari providers, and licensed professionals.” ceedings, projection of real estate taxes
ships with a diverse client base in committees, he has worked to imple- “Among other things, we are in- in connection with the purchase, de-
order to assist property owners in ment changes to facilitate the timely volved in the formation of mega phy- velopment and improvement of prop-
obtaining reductions for their real es- resolution of commercial tax protests. sician practices and independent erties, and advising with respect to tax
tate taxes for their commercial prop- He has lectured and participated in practice associations made up of like exemption matters.
erty. He has extensive experience panels involving issues that pertain types of providers,” Eisen said. An- Fromewick has successfully repre-
representing prominent developers, to property taxes as well as been fea- other major trend is the move from a sented at trial numerous owners and
national tenants, and many of the tured in numerous publications. He higher level of care to a lower level of tenants in proceedings to reduce real
largest properties in New York State. is also featured quarterly in the New care, she noted. “We are involved in property taxes and regarding claims
In addition, he has earned the high- York Real Estate Journal’s “Ask the reconfiguring facilities to reduce the against the State of New York and its
est rating awarded by Martindale provision of services on an inpatient municipalities based on the taking of
Expert” column regarding real prop-
Hubbell in both competency and eth- basis and to move to the provision of land or other real property rights. He
erty issues.
ics in his field. services on an ambulatory or outpa- has handled a substantial number of
Cronin represents a cross section Cronin has also contributed to the tient basis,” Eisen explained. “Finan- tax certiorari cases involving large
of many of the largest developers, real estate community by currently cial incentives are being realigned to commercial properties that have re-
property owners and national cor- serving on the board, and as past encourage a higher quality of care mediation/pollution problems, which
porations, REITs and retail chains, co-president, of the Long Island Real at a lower cost to patients and third have resulted in sizable refunds for
successfully obtaining court ordered Estate Group. This organization has party reimbursement sources. Provid- his clients. His expertise in the field
tax relief for all types of commercial supported various Long Island char- ers are being compensated based upon has resulted in precedent setting deci-
property including race tracks, apart- ities, as well as real estate related meeting certain criteria and not just sions in his clients’ favor.
ment buildings, office complexes, projects, educational real estate pro- on the volume of services provided. As Fromewick is concerned about the
malls, shopping centers, golf courses grams and networking events. such, we find ourselves on the cutting rising property taxes that “continue
and marinas. Cronin has extensive Cronin is also cofounder of the edge of developing products between to erode the bottom line of commercial
trial experience having successfully North Shore University Hospital providers and payors that are value properties on Long Island.”
litigated and resolved high profile based, rather than volume driven.” “To add insult to injury, Nassau
Department of Medicine Leadership
cases in counties throughout New “All of this activity is made more County is implementing the very
York State and established a number Circle Committee and the Village of challenging by the continual political controversial Disputed Assessment
of landmark decisions in the field. Plandome Planning Board. maneuvering and changing political Fund (DAF),” he said. “Commercial
“While our firm works diligently Cronin is a graduate of Le Moyne landscape in health care, which is reg- taxes are expected to substantial-
to stay abreast of the latest court College and earned a juris doctor ulated on federal, state and local lev- ly increase in order to create the
decisions and legislation that affects from Quinnipiac University School els,” Eisen said. DAF. The portions of the real estate
New York property tax cases, we also of Law. Eisen’s past experience reflects a tax paid into the DAF are to be used
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WHO’SWHO
in Real Property, Certiorari Law Firms and Health Care Law
for real property tax refunds. This tax certiorari proceedings within the is focusing her attention on include
is not taxation without representa- state of New York. With more than 30 the Disputed Assessment Fund
tion – New York State and the Nas- years of experience specializing in tax (DAF) law.
sau County Legislature approved BENJAMIN certiorari and condemnation, Harris
has gained extensive trial and appel-
“For many years, Nassau County
has borrowed money to pay refunds
the program. This is a unique way
of passing the buck - requiring all GEIZHALS late experience, while creating legal
precedent in both in terms of valua-
owed to taxpayers who successfully
challenge their tax assessments,” she
commercial property owners to fund Moritt Hock &
Hamroff LLP tion and legal principles. said. “The county’s need to borrow
their own refunds. Property owners She is the past chair and vice chair funds is exacerbated by the ‘County
have always paid higher taxes in of the Nassau County Tax Certiorari Guarantee,’ which requires them to
Nassau than in most communities & Condemnation Committee (1988 – pay the tax refunds for all taxing ju-
throughout New York State. There 1992, 2010 – 2012) and continues to be risdictions, including the portion at-
As counsel to Moritt Hock & Ham- an active participant in the committee.
is a virtual crazy quilt of taxing dis- tributable to the school district.”
roff LLP in Garden City, Benjamin In 2010, Harris was appointed to the
tricts: village, school, library, police, “In an effort to eliminate the need
Geizhals concentrates his practice in Assessment Reform Team, an exclu-
sanitation, etc., etc., etc.” to borrow, the state passed a Disput-
the counseling and representation of sive committee of experts in the field ed Assessment Fund law in 2014,”
“Now, commercial property owners health care providers in transactional selected to review option for tax reform Hower said. “The law applies to all
are likely to pay even higher taxes so and regulatory matters. in the area of real property taxes. Nassau County Class 4 (commercial)
there will be monies for when the Nas- Geizhals’ clients include health care Harris is president of the Associa- taxpayers who timely file an RPTL
sau County assessor over-assesses their companies, doctors, dentists, other tion for a Better Long Island (ABLI) Article 7 petition seeking an assess-
property,” he said. “The new tax will health care practitioners, nursing and has been a board member since ment reduction, and is effective as of
homes, medical billing and practice 1996. She is also a founding member the 2016/17 tax roll. These taxpayers
be seen on the January 2017 general
management companies. In addition and current president of the Institute will see an additional DAF line item
tax bill, but how it will be charged has
to negotiation and documentation of of Real Estate at Hofstra University, on their 2017 County tax bill.”
still not been formulated. The bottom mergers and acquisitions of practices,
line is that you must protest/grieve the an educational forum for the Long Is- The DAF law requires that a cer-
and corporate, partnership and em- land real estate community. She also tain percentage of a Class 4 taxpay-
assessment in January or you will just ployment relationship issues, Geizhals served as the downstate chairman in er’s payment be held in a separate ac-
be stuck with the new taxes.” provides guidance on corporate and tax certiorari and condemnation for count, pending the resolution of their
Fromewick, who began with Meyer, regulatory compliance and represents the New York State Bar Association. tax appeal, Hower explained.
Suozzi as an associate in 1981 and be- providers in Medicare and Medicaid Harris has also been recognized as “If the appeal is successful, the re-
came a director in 1985, has also been insurance audits and fraud investi- a champion for commercial proper- sulting refund will be made from the
a member of the firm’s management gations, disputes with managed care ty owners. She has also successfully separate DAF account,” she said. “It
companies, and disciplinary, licensing challenged legislation that has been is important to note that the DAF
committee since 1991. Prior to joining
and credentialing matters. labeled “disadvantageous” to the busi- is not an additional charge to those
the firm, he was a deputy county at-
Geizhals also represents a number ness community. taxpayers who challenge their assess-
torney in the Land Division and Dep- of companies in various other indus- Cronin, Cronin, Harris & O’Brien, ment. The DAF line item represents a
uty Bureau Chief in the Tax Certiorari tries in general corporate and busi- P.C. (CCH&O) practices exclusively portion of the taxes that the taxpayer
Bureau of the Nassau County Attor- ness related matters including not- in the area of property valuation and was already obligated to pay.”
ney’s Office. Earlier in his career, he for-profits. real estate taxation. The firm has suc- “Because a portion of commercial
was an assistant corporation counsel He is a member of the American cessfully reduced the assessment, as tax payments made will now be sent
in the New York City Law Department Health Lawyers Association, the well as the real estate taxes, of thou- to the DAF, instead of the school dis-
Condemnation Division, where he also Health Law Section of the Ameri- sands of properties throughout the tricts, towns, etc., we anticipate a
served as assistant bureau chief and can Bar Association, the Health Law state of New York. significant increase in the property
Section of the New York Bar Asso- CCH&O has represented and ob- tax rates,” Hower said. “These rate
trial supervisor.
ciation and the Nassau County Bar tained reductions for all types of com- increases will apply to Class 4 tax-
Fromewick earned a juris doctor Association. mercial properties including office payers across the board, whether they
from Brooklyn Law School and a Geizhals earned a juris doctor from buildings, industrial buildings, shop- appealed their assessment or not. The
bachelor’s degree in economics from New York University School of Law ping centers and retail locations, ho- law has questionable legal validity
Hunter College of the City Univer- and a bachelor’s degree at Brandeis tels/motels and restaurants. Their cli- and we are beginning to see the effect
sity of New York. In addition to his University. He is admitted to practice entele includes other property types as of its implementation with the issu-
numerous law related memberships, in New York and New Jersey. well, such as: apartment buildings and ance of the 2016/17 School tax bills.
Fromewick is a former member of the Moritt Hock & Hamroff LLP, es- condominium/cooperative complexes, Some properties are seeking increases
Garden City Chamber of Commerce tablished in 1980, is a full-service, nursing homes and assisted living fa- of 10 to 12 percent in their school tax
board of directors, a past master of AV-rated commercial law practice cilities, car washes and auto dealer- rates from last year.”
with offices on Long Island and Man- ships, marinas and resorts, oil termi- “Litigation on the constitutionality
the Sunrise-Laurelton Masonic Lodge,
hattan. The firm’s practice areas in- nals, amusement parks, catering halls, and application of this law appears
a member of the Spartan and Guiding clude: alternative dispute resolution, country clubs, golf courses and gyms. to be inevitable, and we are studying
Light Masonic Lodges, a member of commercial foreclosure, commercial our options, on behalf of our clients,”
the Long Island Scottish Rite, and a lending & finance, construction & Hower noted.
member of the Kismet Shrine Temple. surety, copyrights, trademarks & li- Prior to concentrating in tax cer-
Fromewick is an ambassador of the
Jewish Community Relations Council,
censing, corporate & securities, credi-
tors’ rights & bankruptcy, cybersecu- JENNIFER tiorari, Hower served as an assistant
staff Judge advocate with the Unit-
a former board member of the Jewish
National Fund of Long Island, and
rity, employment, equipment & trans-
portation leasing and finance, health
HOWER ed States Air Force both on active
duty and as a reserve officer. There
Herman Katz
care, landlord & tenant, litigation, she prosecuted criminal matters on
a member of the UJA Joint Oceans- Cangemi & Clyne,
marketing, advertising & promotions, behalf of the United States, and han-
ide Committee. He is corresponding LLP
not-for-profit, patents, real estate, dled military justice and environ-
secretary on the executive board of tax, and trusts & estates. mental issues.
directors of the Barry and Florence
Hower earned a juris doctor from
Friedberg Jewish Community Center Jennifer Hower is a senior asso- Franklin Pierce Law Center, where
(JCC), as well as a founding member ciate at Herman Katz Cangemi & she wrote for the Annual Survey of
of the Sunrise Day Camp for Kids
with Cancer.
LAUREEN Clyne, LLP in Melville. Hower joined
the firm in 2013 and concentrates her
New Hampshire Law; and a bache-
lor ’s degree in political science from
Founded in 1960, Meyer, Suozzi, HARRIS practice in the area of tax certiorari
and condemnation. She has a diverse
the State University of New York at
Buffalo.
English & Klein, P.C. provides legal Cronin, Cronin,
services with a reputation for integri- Harris & O’Brien, background and 10 years of experi- She is a member of the Nassau
ty, insight and excellent client service. P.C ence in the prosecution of real estate County Bar Association; the Suffolk
tax appeals. County Bar Association; the New
Its attorneys are recognized for their
Hower has participated in valu- York State Bar Association; the New
committed to clients, community, pub-
ation trials of both commercial and Hampshire Bar Association; and the
lic affairs and diversity. With offices Laureen Harris is a partner Cro- residential properties, as well as con- Long Island Builders Institute. Hower
in Albany, Garden City, Manhattan nin, Cronin, Harris & O’Brien, P.C demnation proceedings against New also serves as the adjutant of the
and Washington, D.C., the firm pro- in Uniondale. Harris has been rec- York State. American Legion Robert H. Spittel
vides legal advice in 18 practice areas. ognized as a premier authority on Among the many issues Hower Post 1285, Bayville NY.
53 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Property, Certiorari Law Firms and Health Care Law
The partners of Herman Katz Building and Trades Council and the Reform Incentive Program (DSRIP)
Cangemi & Clyne, LLP (HKCC) Real Estate Board of New York can and clinically integrated networks en-
have more than 115 years of prop- agree on prevailing, i.e. union, wages gaged in payment and delivery sys-
erty tax experience. HKCC’s in-
dustry-wide reputation for integri-
on projects receiving 421-a subsidies,”
Kennedy said. “The governor and
DAVID A. tem reform activities. In addition, he
represents private equity firms and
ty provides the firm’s clients with
the confidence that they will receive
mayor are at odds. The mayor’s office
has spoken out against the prevailing
MANKO strategic investors across the country.
Manko and his team are keeping
Rivkin Radler LLP
skilled and trusted counsel through wage, arguing that insisting on its in- focused on issues surrounding the Af-
the multi-faceted and highly complex clusion could cost the city thousands fordable Care Act, as well as merger
property tax valuation process. of affordable units. The governor sides activity and compliance issues.
The firm represents clients at with the unions.” “We continue to focus on delivery
both the administrative and judicial David A. Manko is a partner in system and payment reform matters
Kennedy noted that suggested com-
levels throughout the tri-state area Rivkin Radler’s Health Services Prac- arising under the Affordable Care
promises include, “Developers agree
as well as across the nation. HKCC tice Group in Uniondale. Manko has Act,” he said. “We have seen a sig-
to forego an abatement during con-
combines its trial and transactional more than two decades of practical nificant increase in private equity
expertise in both real estate tax and struction in lieu of paying the prevail-
ing wage, and the creation of exclu- legal and business experience repre- and strategic transactions and a lot
eminent domain proceedings with a senting various stakeholders engaged of mergers and acquisitions. We have
pragmatic and flexible approach to sion zones requiring developers to pay
in the health care industry. He regu- also been focused on health care com-
meet and exceed its clients’ needs prevailing wages on projects located
larly represents clients in connection pliance enforcement issues as regula-
and expectations. in high rent areas only.”
with buy-side and sell-side mergers tors have stepped-up their efforts.”
“Developers and the unions alike
and acquisitions, joint ventures, di- Manko is also a member of Rivkin
understand the importance of con-
vestitures, governance matters, gen- Radler’s Executive Committee. He is
tinuing 421-a, even if it requires each
eral business transactions and health admitted to practice in New York and
of them to compromise, so the odds California and before California Su-
BERNIE would seem to favor a revival of 421-a
care regulatory matters including is-
sues relating to the corporate practice preme Court and the United States
before the end of the current legisla-
KENNEDY tive session,” Kennedy said.
of medicine, the Stark Law and the
AntiKickback Statute.
District Court, Ninth Circuit
New York State Appellate Di-
Bond, Schoeneck & As acting labor counsel and union Manko also represents providers in vision, First Judicial Dept. Manko
King negotiator for the Village of Willis- negotiating managed care contracts earned a juris doctor from California
ton Park, Kennedy has held various containing value based, pay-for-per- Western School of Law and a bache-
roles in civic and pro bono matters, formance, quality, and utilization lor’s degree, magna cum laude, from
including: trustee, Village of Williston components. Purdue University.
Bernie Kennedy is co-managing Park; Family and Children’s Associa- Manko represents physician He is a member of the New York
member of Bond, Schoeneck & King’s tion (former board chair) and current groups, health systems, Federally State Value Based Payment Work-
Garden City office. Kennedy advises board member, Executive Committee Qualified Health Centers (FQHCs), group, which provides guidance and
clients on various matters including and Governance Committee; chair, Accountable Care Organizations feedback to New York State as it im-
business transactions, contracts, real NYSBA Committee on Volunteer (ACOs), Performing Provider Systems plements comprehensive payment and
estate and litigation. Lawyers (pro bono services to resi- (PPSs) under the Delivery System delivery system reform under DSRIP
For the last 20 years, Kennedy dents of drug and alcohol rehabilita-
has provided general counsel services tion facilities), New York State Trial
to King Kullen Grocery Co., Inc., its Lawyers Advocacy Committee (pro
two subsidiaries, 45 retail locations bono services to 9-11 victims).
and over 4,000 employees. As King With 270 lawyers and 11 offices,
Kullen’s outside general counsel,
Bond, Schoeneck & King (Bond) is a
Kennedy handles corporate transac-
full-service law firm counseling in-
tions, real estate, leasing and litiga-
dividuals, companies, not-for-profits
tion, and coordinates legal services in
areas including ERISA, intellectual and public sector entities in a wide
property, risk management and em- spectrum of practice areas. The Gar-
ployment. He has also represented den City office is one of nine in New
such clients as Hofstra University, York State.
Kimco Realty, Westbury Realty Ven- Bond’s Garden City Office opened,
tures and Bogopa, Inc. in 2004, with a contingent of well-re-
In 2014, Kennedy merged his bou- spected labor and employment attor-
tique business law and litigation firm neys primarily representing public
with Bond. He is experienced in com- sector clients. Today, the office has
mercial leasing, particularly shopping grown to represent professionals,
center leasing, and represents land- small and large businesses, banking
lords and tenants in leasing trans- and finance, real estate and construc-
actions throughout the metropolitan tion, health care, higher education,
area, as well as independent super- high-tech, hospitality, manufacturing,
market operators throughout New municipalities, retail and transpor-
York City. tation, as well as numerous school
The firm is currently monitoring districts and special districts in labor
whether or not the 421-a tax exemp- matters.
tion program will be revived in the Its attorneys represent long term
New York State Legislature and, if so, care providers in contract, commercial
in what form, Kennedy said. matters, employment law, and guard-
“Pursuant to 421-a, much of the
ianships. Its attorneys help clients
residential development in New York
address general business and trans-
City was entitled to 10 to 15 year ex-
actional issues, education and health
emptions from property taxes until
care law, labor and employment, em-
the statute expired in January 2016,”
he said. “Before 421-a was set to ex- ployee benefits, OSHA and immigra-
pire, the debate seemed to focus on tion, intellectual property, regulatory
whether to continue the program in compliance, along with estate plan-
its current form, allow the legislation ning and probate proceedings.
to lapse in its entirety or amend the Bond’s attorneys appear in state
program to increase the number of and federal courts and before admin-
affordable units required.” istrative agencies on a wide range of
“But thanks to the New York State commercial issues, personal injury de-
Legislature and Governor Cuomo, the fense litigation, including Labor Law
future of the 421-a will turn on the 240 construction cases and numerous
resolution of one issue – whether the land use matters.
54 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Property, Certiorari Law Firms and Health Care Law
as set forth in the Medicaid 1115 to fund the refunds for that class of Fritz, P.C. in Uniondale. Meyer con- planning and controversy; tax certiora-
Waiver. Manko is also a member of property without necessitating bor- centrates his practice in all aspects ri, and trusts and estates for a variety
the board of directors of Primary Care rowing by the municipality. Again, we of real property taxation reduction/ of corporations, not-for-profit organiza-
Development Corporation, a nonprofit are not certain at this point of all the abatement on behalf of developers, tions and individuals.
Community Development Financial nuances of this new legislation, but owners and tenants of commercial
Institution (CDFI) dedicated to ex- we are monitoring its progress.” and residential properties throughout
panding and improving primary care Martone is admitted to the U.S. New York State. He is a well-known
in underserved communities. District Court, Eastern, and Southern speaker in Long Island real estate cir-
A frequent lecturer and author on
health law topics, including the new
Districts of New York, as well as the
U.S. Tax Court. He has been AV rated
cles, delivering numerous seminars on
property tax reduction strategies.
KEVIN P.
delivery models arising from payment
reform and the implications of these
by Lexis Nexis-Martindale-Hubbell
for over 30 consecutive years. AV rat-
Meyer is focused on several current
and upcoming issues in the region.
MULRY
Farrell Fritz, P. C.
delivery models for hospital-physician ing is the highest possible peer rating “In New York City the big news is
relationships. in legal ability and ethical standards. the expiration of the 421-a exemption,
Through three offices and 160 law- Martone is a member of the Nas- which rewarded developers with tax
yers, Rivkin Radler LLP delivers fo- sau County, Suffolk County, New benefits for keeping a certain number
cused and effective legal services. The York State, Florida State, District of of units as affordable housing in new Kevin P. Mulry, a partner at Far-
firm is committed to best practices Columbia, and American Bar Associa- apartment buildings,” Meyer said. rell Fritz, P.C., is a commercial litiga-
and provides strong representation. tions. Throughout his career, Martone “Without these incentives, many ex- tor with a focus on health care. Mulry
Rivkin Radler builds strong client re- has shared his expertise by serving in perts predict far fewer multi-family counsels clients and litigates in cases
lationships. Clients have been placing various capacities. Early in his career, building starts by developers who will involving health law, commercial law,
their trust in the firm for more than he served as senior deputy Nassau see greater profits in other types of and government investigations in fed-
25 years. Rivkin Radler’s unwavering County attorney in charge of condem- projects. Some experts even predict a eral and state courts. He is experi-
commitment to total client satisfaction nation and tax certiorari and real es- long-term effect on the New York City enced in compliance and has repre-
is the driving force behind the firm. Its tate; commissioner of Public Safety of affordable rental market unless the sented clients before the Centers for
clients include individuals, middle-mar- the City of Glen Cove; deputy Nassau incentives are renewed.” Medicare and Medicaid Services and
ket companies, and large corporations. County attorney; and special attorney “In Nassau County, all the talk is the Office of the Medicaid Inspector
for the Office of Urban Renewal for about the new Disputed Assessment General. He is a frequent contributor
the City of Glen Cove. Fund (DAF) being implemented for to Farrell Fritz’s New York Health
Martone has been on the Nassau the 2016/17 tax year,” he said. “Under Law blog.
County Bar Association’s Committee this plan, commercial properties chal- For 15 years prior to joining Far-
MICHAEL on Condemnation and Tax Certiorari lenging their assessments would have rell Fritz, Mulry served as an Assis-
since 1964. He is also a member of 10 percent or more of their actual tant United States Attorney in the
MARTONE the International Council of Shopping taxes escrowed into a special fund in Civil Division of the U.S. Attorney’s
Koeppel Martone & Centers; the International Associa- case their challenge ultimately suc- Office for the Eastern District of New
Leistman, LLP tion of Assessing Officers; Columbia ceeds and the county is forced to re- York. From 2005 through 2010, he
Society of Real Estate Appraisers; In- fund tax overpayments. The DAF is was Principal Deputy Chief of the
stitute of Property Taxation; National intended to finance the current sys- Civil Division, with supervisory re-
Association of Review Appraisers and tem that leaves Nassau County hold- sponsibility for the office’s affirma-
Michael Martone is managing part- Mortgage Underwriters; and Institute ing the bag for all tax refunds — in- tive civil litigation, including health
ner at Koeppel Martone & Leistman, of Revenue Rating and Valuation. cluding the portions already spent care fraud and the False Claims Act.
LLP in Mineola. Admitted to the Bar Martone is also a member of the by local school districts — under the During that time, he coordinated the
of the State of New York in 1959, board of directors of the American so-called ‘County guarantee’ of its as- national investigation of pharmaceuti-
Martone focuses his practice on tax Property Tax Counsel, a network sessment roll to other municipal en- cal health care fraud cases under the
assessment review and condemnation. of accomplished attorneys through tities that rely on its accuracy. The False Claims Act. These cases includ-
“The impetus for any client seek- the United States who carry on pro- only thing that we know at this point ed allegations of off-label marketing,
ing my firm’s counsel is a concern that fessional education programs for its is that the DAF will raise tax rates kickbacks and improper billing. He
their real property is not being assessed members and others. for all commercial property owners in was previously chief of the Long Island
fairly,” Martone said. “Therefore, our Martone earned a bachelor’s degree Nassau County, whether they chal- Civil Division, supervising the govern-
first step is to determine what unique from Lehigh University, a bachelor’s lenge their assessments or not.” ment’s affirmative and defensive cases
characteristics and challenges their degree from New York Law School, Meyer has been a member of the in the Federal Court in Central Islip.
property possesses and/or presents. We and a juris doctor from New York Law board of directors of The WaterFront Mulry and his team are closely fol-
look at the physical characteristics of School. He has authored and partici- Center, a not-for-profit organization lowing a fraud question presented be-
the property, its location, actual and pated in many articles in his field as promoting marine education, conser- fore the Supreme Court: What is the
potential vacancy and occupancy issues, well as lectured on eminent domain vation and recreation for Long Island standard for bringing a fraud case
environmental contamination, etc. We and real property tax matters to bar residents, since 2011. He also serves under the False Claims Act?
carefully explore and ask questions that associations, appraisal societies and as a director and/or officer of several “The Court will decide whether
may ultimately set up an argument for civic groups. private organizations, as a director False Claims Act liability attaches
over assessment that, at first glance, Koeppel Martone & Leistman, LLP of the Oyster Bay Sailing Founda- when a medical provider bills the gov-
may not appear obvious.” among the largest New York State tion, and coaches youth basketball ernment for goods or services know-
The bare bones of the firm’s busi- law firms devoted exclusively to the for the Police Athletic League. For six ing (but failing to disclose) that the
ness remains basically the same in its field of real property valuation review years, he was a member of the board goods or services fail to comply with
more than 50-year existence – focus- and condemnation. The firm consists of directors for the Queens Botanical a material statutory, regulatory or
ing on the valuation of real estate for of nine attorneys and a large staff Garden. From 2005-2007, Meyer was contractual requirement, or whether
purposes of taxation, Martone noted. of paralegals with extensive experi- a member of the Village of Oyster Bay the requirement has to expressly be
“ Almost every year, however, the ence in tax certiorari and condemna- Cove’s Planning Board. stated as a condition of payment by
assessing jurisdictions attempt to pass tion law. Its attorneys are admitted He is a graduate of Connecticut Col- the government,” Mulry said. “The
laws or change regulations that make to practice law in New York, New Jer- lege and Tulane University Law School. Supreme Court held a spirited argu-
it harder for us to file for our clients sey, Connecticut, District of Colum- With more than 90 attorneys, Far- ment in April in Universal Health
and defend their cases,” he said. “This bia, Florida and Georgia. rell Fritz is recognized for providing Services v. United States ex rel. Es-
year, the State of New York passed a high quality legal services, practical cobar. Some of the Justices seemed to
law which is codified in the Nassau advice and responsiveness. The firm accept a more expansive definition of
County Administrative Code in Section is also known for its deep commitment fraud under the False Claims Act.”
6-41-0 and is known as the Disputed to the local community. Farrell Fritz “The current Second Circuit stan-
Assessment Fund or DAF.”
“At this point, the law is very new
WILLETS S. handles legal matters in the areas of
bankruptcy and restructuring; busi-
dard, which covers New York, has
been more restrictive, but a broad
and untested,” Martone said. “How-
ever, what is certain is that it will
MEYER ness divorce; commercial litigation;
construction; corporate and finance;
definition of False Claims Act fraud
in the Universal Health Services case
Farrell Fritz, P. C.
have significant impact to our client’s distressed assets; eDiscovery; emerg- could lead to significantly broader
bottom line vis-á-vis increased tax ing companies and venture capital; opportunities for the government to
rates and resulting taxes. The law has eminent domain; environmental law; argue fraud against medical provid-
many parts to it, but basically sets estate litigation; health law; labor and ers,” he said. “In recent years, Fed-
up an escrow account funded by the Willets S. Meyer is a partner in the employment; land use, municipal and eral and State investigators have
owners of certain commercial property tax certiorari practice group at Farrell zoning; not-for-profits; real estate; tax increasingly expanded their investi-
55 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Property, Certiorari Law Firms and Health Care Law
gation of medical providers for poten- contracts, construction and architects resenting the owners of single family
tial health care fraud. Although the agreements, title and zoning issues, homes, condominiums, cooperatives
Supreme Court’s decision may deter- as well as environmental matters. and homeowners associations. The
mine whether the government’s road Currently, Ruskin Moscou Fal- MICHAEL firm currently has 10 attorneys and a
will be made easier or more difficult, tischek is especially busy in the re- support staff of 18 employees.
the aggressive scrutiny of health care tail, medical and multi-family sectors, SCHRODER
providers is sure to continue.” Rubenstein said.
Schroder & Strom,
Mulry is a graduate of St. John’s
University and St. John’s University
“Our shopping center owner cli-
LLP
GREG
ents are signing leases with urgent
School of Law. A recognized expert
in his field, he received the Henry L. care operators and other non-tradi- STOLLER
tional users,” he said. “The closure Abrams,
Stimson Medal from the Association Michael Schroder is a founding
of stores by major retailers filing for Fensterman,
of the Bar of the City of New York. partner of Schroder & Strom, LLP, a
bankruptcy creates opportunities for Fensterman,
With more than 85 attorneys, the law firm in Mineola that concentrates Eisman, Formato,
law firm of Farrell Fritz in Union- our retail tenant clients to take over in tax assessment appeals and relat- Ferrara & Wolf, LLP
dale is recognized for providing high favorable leases or renegotiate terms ed issues. A licensed attorney for 36
quality legal services, practical advice with landlords. Our medical prac- years, Schroder has spent his entire
and responsiveness. The firm is also tice group clients are increasingly professional career in the area of real Greg Stoller is a partner in the cor-
known for its deep commitment to the making deals with hospitals that are estate taxes. He has helped establish porate and health care departments
local community. Farrell Fritz han- expanding or entering into the Long statewide and local tax appeal pro- of Abrams, Fensterman, Fensterman,
dles legal matters in the areas of ar- Island market.” grams for national retailers, manufac- Eisman, Formato, Ferrara & Wolf,
bitration and mediation; bankruptcy “Long Island municipalities are turing and transportation companies, LLP in Lake Success.
and restructuring; business divorce; finally being receptive to approving funeral homes, financial institutions, Stoller represents public and pri-
commercial litigation; construction; and residential developers, with a vate companies, including not-for-
market rate rentals, particularly in
corporate and finance; eDiscovery; strong emphasis on condominiums profit organizations, in mergers,
transit-oriented hubs and village
emerging companies and venture cap- and cooperatives. acquisitions, and other strategic
ital; eminent domain; environmen- downtown areas, which has been a
Among the most important issues transactions, as well as with respect
tal law; estate litigation; health law; boon to our national residential de-
coming up, this year, in the field of to their daily corporate governance
labor and employment; land use, mu- veloper clients, as well as local play-
municipal taxation is the Nassau matters. Stoller also represents issu-
nicipal and zoning; not-for-profit law; ers,” Rubenstein said. “Our clients County legislation that allows the ers and investors in their securities,
real estate; tax planning and contro- are also very active in the 1031 tax county to withhold 10 percent of an- financing and other legal matters. His
versy; tax certiorari, and trusts and free exchanges, which is expected to nual taxes collected in a special fund clients range from early stage growth
estates for corporations, not-for-profit continue and keep the transactional for commercial owners who file a tax companies to mature public and pri-
organizations and individuals. practice busy, even with the specter of appeal, Schroder said. vate companies across a wide range
increased interest rates in 2016. “The fund will be used to pay a of industries, including software, fan-
“Additionally, our Environmental, portion of the tax refunds due after tasy and on-line gaming, fitness and
Land Use and Zoning Group regularly appeals are resolved,” he said. “The exercise, and culinary arts, as well
amount of refund due not covered by as a variety of health care providers,
ERIC C. obtains approvals to develop or con-
vert properties to uses that have the the fund will be made up by the coun- including skilled nursing facilities,
ty. The county has been saddled with hospitals, diagnostic and treatment
RUBENSTEIN least available product in the market
at present — namely multi-family and the obligation to indemnify tax refunds centers, home health care agencies,
Ruskin Moscou for school districts and towns since the and adult homes.
Faltischek P.C. industrial.”
1940s, when refunds were nominal in In anticipation of the emerging
Rubenstein was elected secretary
number and amount. The county’s fi- growth of the medical and recreation-
of the Long Island Real Estate Group
nancial woes can be squarely blamed al cannabis industry in the State of
in 2008 and continues to serve on that on this tax indemnification. The coun- New York, Stoller has also focused
Eric C. Rubenstein is a partner capacity and as board member. He ty has been forced to cut programs, his practiced on matters concerning
at Ruskin Moscou Faltischek P.C. in has been active in numerous non-prof- lay-off employees, and shoulder the regulated substance compliance and
Uniondale where he is co-chair of the it organizations, serving on the Town burden of interest on bond issues re- associated legal matters affecting the
firm’s real estate department. of North Hempstead Business and quired to pay refunds. School districts state’s marijuana marketplace.
Rubenstein manages a diverse real Tourism Development Corporation and towns have circled the wagons and Expenses related to operating a
estate transactional practice with spe- and its Waterfront Advisory Commis- refuse to participate in the refund pro- business is a concern for many within
cific emphasis on sophisticated mort- sion, and committees for the Commu- cess, alleging the same fiscal impact this industry, Stoller said.
gage financing, commercial leasing, nity Development Corporation and that the county suffers from.” “As a result of increased operat-
acquisitions and sales. Rubenstein Friends of the Arts, among others. Details of the new program are very ing costs, due in part to cumbersome
personally closed the $210,000,000+ Rubenstein is also an appoint- technical, Schroder said, noting that it governmental regulations, and de-
sale of Jericho Plaza, one of the larg- ed adjunct professor of NYU at the includes an increase in commercial tax creases in Medicare and commercial
est one-site real estate transactions Schack Institute of the NYU School of rates by as much as 10%; a decrease in reimbursement rates, many solo prac-
in Long Island history, as well as the property values; will financially stress titioners or small group practices are
Professional Studies.
$190,000,000+ sale of EAB (now RXR) small businesses; and will leave ten- seeking alternative business options,
Repeatedly named a NY Super
Plaza, and a $140,000,000 securitized ants the choice of paying rent or taxes. most notably, merging into hospital
leasehold mortgage with Lehman Lawyer, Rubenstein earned a juris “Owners who are not presently chal- systems or forming ‘mega-groups,’”
Brothers. For many years, Rubenstein doctor from New York Law School and lenging their assessments should file Stoller said. “The primary impetus for
handled all of the financing and leas- a bachelor’s degree in economics from an appeal with a tax certiorari attor- a physician’s or a practice’s decision is
ing at Jericho Plaza and RXR Plaza, University of Rochester. ney in the coming year, as a reduction security vs. autonomy.”
comprised of more than 1,800,000 For more than 48 years, Ruskin in assessment is the only way to con- “Physicians who merge or sell
square feet in the aggregate. Moscou Faltischek P.C. has built tain increases in taxes,” Schroder said. their practices to a hospital, and sub-
Rubenstein’s clients are major a reputation as one of the region’s Schroder has been a member of the sequently become employees of that
lenders and real estate developers, leading providers of innovative legal Garden City Board of Zoning Appeals hospital, are relieved of the responsi-
owners and operators in financing services. Its attorneys are practical, and has been active in village issues bilities of day-to-day management of
and sales transactions in New York experienced advocates who measure for 25 years, most recently having a practice and are the beneficiaries
City and the metropolitan area, as their success by their clients’ success. been appointed to serve on the May- of security and predictable compen-
well as other areas throughout the Cornerstone groups in all major prac- or’s Committee on Zoning Changes. sation provided by an employment
United States. tice areas of the law are represented Schroder & Strom, LLP concen- agreement,” Stoller said.
In his representation of lenders, trates in real estate tax litigation, “However, physicians who desire
at the firm, including corporate & se-
Rubenstein — who is also a member providing property tax advice, coun- not to become beholden to a hospital
curities, financial services, commer-
of the firm’s environmental practice sel, assessment review, and litiga- system should consider joining a phy-
group — has handled a wide range cial litigation, intellectual property, tion strategy to owners, tenants, and sician-owned mega-group,” he noted.
of work-out transactions, including health care, real estate, employment, developers of commercial property “The primary benefits of a mega-group
joint ventures with developers for the cybersecurity and data privacy, en- throughout New York State, including are financial independence, autono-
completion of residential projects with ergy, and trusts & estates. Clients Nassau and Suffolk counties on Long my, and increased negotiating leverage
hundreds of units. His work on be- include large and mid-sized corpora- Island, the five boroughs, Westchester with insurance providers and vendors.
half of lenders and property owners tions, privately held businesses, insti- and upstate. The firm also concen- Additionally, a mega-group structure
include management and brokerage tutions and individuals. trates in residential tax litigation rep- allows for potential continued revenue
56 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Property, Certiorari Law Firms and Health Care Law
growth through the expansion of ser- the law firm of Meltzer Lippe. Vozza also defends clients in con-
vices to be provided by a practice and Vozza has more than 10 years of nection with general civil and corpo-
legally compliant revenue sharing, as experience focusing on defending rate litigation matters as well as han-
well as private equity opportunities.”
“Physicians who wish to continue
health care providers in connection
with disciplinary and regulatory ac-
dles various real estate and business
transactions.
STEPHEN B.
their practice independent of a hos-
pital, but are concerned about their
tions before various federal and state
agencies, private and government
Prior to joining the firm, Vozza
was in private practice. Among his
WEISSMAN
Rivkin Radler LLP
ability to do so, have a viable and payor audits, fraud investigations awards/recognitions include New
often more beneficial alternative in a (both civil and criminal), hospital staff York Super Lawyers electing Vozza
mega-group structure,” Stoller said. and privileges disputes and gener- for inclusion in the 2014 edition of
Stoller has been recognized as one al health care litigation in both the Rising Stars - New York Metro List.
of the top up-and-coming lawyers, Federal and State courts. Vozza reg- He earned a juris doctor from Hof- A partner in Rivkin Radler’s
including being named as a “Rising ularly defends health care providers stra University School of Law and real estate, zoning & land use prac-
Star” by Super Lawyers since 2014 before the Office of Professional Medi- a bachelor’s degree from State Uni- tice group in Uniondale, Stephen B.
and being featured in the 2015 Top cal Conduct and Office of Professional versity of New York, Stony Brook. Weissman has represented clients
Legal Eagles issue of Long Island Discipline. He also frequently lectures Vozza is admitted to practice in the in the acquisition, sale, leasing, and
Pulse magazine. at hospitals throughout New York sate of New York and before the Unit- management of real estate; the devel-
Stoller earned a juris doctor from State regarding medical fraud, regu- ed States District Courts, Southern opment, construction, and renovation
Georgetown University Law Center latory agencies, professional licensure and Eastern Districts. of apartment and office complexes,
and his bachelor’s degree in politi- and medical documentation. Kern Augustine Conroy & Schop- manufacturing facilities, shopping
cal science from Brown University. Vozza remains focused on evolving pmann, P.C., a boutique health care centers, and hotels; real estate financ-
Stoller is licensed to practice law in health care issues, including reim- law firm with locations in New Jer- ing for institutional lenders, owners,
New York. bursement matters. sey and New York, is now aligned and developers; and real estate work-
Abrams, Fensterman, Fensterman, “Enacted in 2015, the Medicare Ac- with Meltzer Lippe. Kern Augustine outs and bankruptcy proceedings.
Eisman, Formato, Ferrara & Wolf, cess and CHIP Reauthorization Act has been representing physicians and Weissman’s experience includes all
LLP is one of the largest full service (MACRA) intends to, amongst other other health care professionals for forms of general corporate represen-
law firms on Long Island. The firm things, resolve the oft-maligned meth- over 25 years in OPMC/SBME/OPD tation on behalf of publicly held and
odology historically utilized in reim- investigations, Medicare fraud, fraud
solves its client’s problem by providing private corporations, partnerships,
bursing physicians who treat Medi-
each client with sound counsel, innova- and abuse, hospital privileges, RAC and other entities, with emphasis on
care patients,” Vozza said. “Specifical-
tive solutions and personalized service. audits, Medicare audits, OIG fraud, asset and stock acquisitions, mergers,
ly, MACRA repeals the Sustainable medical audits, and billing audits.
The firm serves clients throughout the leveraged buyouts, corporate finance,
Growth Rate (SGR), which is Medi-
New York metropolitan area from of- Kern Augustine provides the Physi- restructurings, and bankruptcy reor-
care’s flawed reimbursement model
fices in Long Island, New York City, cian Advocacy Program® to thousands ganizations.
for paying physicians that was creat-
Brooklyn, and serves upstate New of participating New Jersey physicians One issue everyone should take
ed to reduce Medicare spending under
York from its Rochester office. and members of the Medical Society note of is the Affirmatively Further-
the Balanced Budget Act of 1997,
Abrams Fensterman is a leader in of the State of New York, giving these ing Fair Housing Regulation, Weiss-
model in determining fee schedule
representing health care providers in physicians expert legal assistance, at man said.
reimbursement; establishes the Mer-
all aspects of health care law, includ- no additional cost, in the event of in- “The degree to which the Affirma-
it-based Incentive Payment Systems
ing hospitals, nursing homes, physi- vestigation by the State Board of Medi- tively Furthering Fair Housing Regu-
(MIPS) model, which reimburses phy-
cians, medical societies, dentists, podi- cal Examiners, OPMC, Medicare, Med- lation issued by the Obama Adminis-
sicians based on quality of care, uti-
atrists and chiropractors. The firm also lization of coordinated resources and icaid, the Department of Insurance tration in July 2015 will impact local
has practices that are widely recog- utilization of certified technology to and other regulatory agencies. zoning laws around the United States
nized as leaders in their fields in areas create and maintain medical records; Kern Augustine acts as General and cause suburbs and rural areas to
such as corporate and securities, merg- and establishes a mechanism for phy- Counsel to medical societies throughout become more representative of ethnic
ers and acquisitions, matrimonial and sicians to participate in Alternative New York and New Jersey and rep- diversity,” Weissman noted.
family law, and mental health law. Payment Models (APMs) such as Ac- resents many hospital medical staffs. Weissman also prepares share-
The firm also has active practice countable Care Organizations.” It represents physicians before State holder, partnership, and joint venture
areas in commercial litigation, estate “While most physicians welcome and Federal regulatory agencies and in agreements, employment agreements,
planning and administration, guard- the repeal of the Sustainable Growth hospital privileges disputes, and offers manufacturing and distribution agree-
ianships, employment law, real estate, Rate methodology, the proposed tran- health care law services including rep- ments, and licensing agreements.
elder law, personal injury litigation, sition towards utilization of MIPS and resentation of providers in commercial, Weissman is admitted to practice
and white-collar criminal defense. APMs are not without trepidation,” contractual and transactional matters, in the state of New York. He earned a
Vozza noted. “Physicians must first regulatory compliance, employer-em- juris doctor from Columbia University
choose which model best fits their ployee relationships, tax and pension School of Law and a bachelor’s degree
respective practice. Given MACRA’s issues, asset protection, disputes with from
Northwestern University.
DAVID N. complexity, it will likely take several managed care companies, and criminal
and general litigation.
Through three offices and 160 law-
yers, Rivkin Radler LLP delivers fo-
years before specific rules and design
VOZZA mechanisms are implemented. During Kern Augustine also provides
comprehensive services to meet OIG
cused and effective legal services. The
firm is committed to best practices
Kern Augustine this time, physicians may find them-
Conroy & selves being forced to take a ‘learn-as- Small Physicians Practice Compliance and provides strong representation.
Schoppmann, P.C. you-go’ approach in determining what Guidance and HIPAA regulations. Rivkin Radler builds strong client re-
model best serves them.” In matters of business and group for- lationships. Clients have been placing
“Moreover, physicians must be mation, Kern Augustine, works closely their trust in the firm for more than
aware that their reimbursement will with providers and the financial com- 25 years. Rivkin Radler’s unwavering
David N. Vozza is a partner at become largely dependent on their munity to create provider-owned and commitment to total client satisfac-
Kern Augustine Conroy & Schop- comparative performance,” he said. controlled practice entities capable of tion is the driving force behind the
pmann, P.C., a boutique health care “With an emphasis on so-called ‘col- assuring independence and financial firm. Its clients include individuals,
law firm with locations in New York laborative medicine,’ it is the smaller well-being for the long term. middle-market companies, and large
and New Jersey and is aligned with practices which will suffer most.” corporations.
57 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

to the gate in embracing the use of

WHO’s WHO
technology for data collection, data
MAUREEN analysis, clinical decision support and
communication, there has been great
GAFFNEY, progress with adoption and growing
acceptance of the dependence on tech-
MHS, nology in the health care work en-
vironment,” she said. “The potential
RPAC, RN
in Health Care
for better outcomes and the ability to
Winthrop- manage populations will be enhanced
University with the use of this technology to pro-
Hospital mote wellness and compliance adher-
Healthcare Finance News cited 32 percent of ence. The acceptance of technology
as a social norm is now pushing our
consumers had at least one health app, medical or Maureen Gaffney, MHS, RPAC, patients’ expectations of us – their
RN is senior vice president of clinical health care providers – to provide
fitness app on their mobile device in 2015 — and operations and chief medical informa- them with access to information and
they expect this percentage to grow this year. tion officer at Winthrop-University ease of communication using mobile
Hospital in Mineola where she has technology.”
facilitated numerous hospital-wide “At Winthrop-University Hospi-
quality and patient safety initiatives tal, we have implemented our patient
In this Who’s Who in Health Care section, through the use and implementation portal as a platform for this growing
some industry leaders discuss how technology of health information technology. demand,” Gaffney said. “We have cre-
Winthrop is a national leader in ated an enterprise-wide portal where
is incorporated into their facilities as more and health information technology, due patients can access their person-
more patients turn to their devices for health care to Gaffney’s keen foresight and lead- al health information, communicate
ership in the progressive adoption of with their providers and upload infor-
connections. health information technology at the mation they obtained through other
hospital. As a result, Winthrop right- devices/apps, such as heart rate, blood
fully earned its place among the elite pressure, weight and blood glucose re-
10 percent of organizations in the na- sults. This information can be trans-
tion to achieve Stage 2 Meaningful mitted to their health care provider.
Use in 2014; received the distinction Importantly, it promotes self-moni-
of Health Information Management toring and accountability to an agreed
and Systems Society (HIMSS) Elec- upon treatment plan. We are looking
INDEXINDEXINDEX tronic Medical Record Adoption Model forward to expanding this function to
(EMRAM) Level 6; and was named include the ability to download wear-
a “Most Wired” Hospital for the past able device data.”
four consecutive years. “Technology is ubiquitous in and
57 MAUREEN GAFFNEY, MHS, RPAC, RN Winthrop-University Hospital
Most recently, in an effort to con- out of the health care environment,
58 RONALD J. GULOTTA, M.D., FACC St. Francis Hospital tinue Winthrop’s pursuit of excel- and we continually look at strategies
lence, Gaffney spearheaded a major to leverage the technology available
58 AMY E. LOEB, EDD, MBA, RNBC, NE-BC Peconic Bay Medical Center technological milestone in Winthrop’s to improve our patients’ experience
history as the organization moved its and optimize their health and well-
58 ANNE MARIE MONTIJO Association for Mental Health and Wellness
financial and clinical technology plat- ness, while preserving the protection
59 RACHEL E. SCHNABL, LMSW Brookhaven Memorial Hospital Medical Center forms to Cerner Soarian®. This new of their personal health information,”
platform, which went live on August Gaffney explained.
1, has enhanced integration of infor- In addition to being named one of
mation and is providing Winthrop’s the Top 25 Clinical Informaticists of
end users with advanced functionality 2010 by Modern Healthcare maga-
and improved access to information. zine, Gaffney serves as a member of
From complex phases of building, the editorial advisory board for CMIO
testing, and soon, the training of sev- magazine.
eral thousand employees, Gaffney’s Gaffney, who began her career at
vision and guidance throughout the Winthrop in 1992, is a Registered
entire course of this multi-year project Nurse and a Physician Assistant. In
has produced an electronic tool with addition, she is a fellow of the Amer-
the highest degrees of usability and ican Academy of Physician Assistants
reliability. The use of technology in and is certified by the National Com-
health care is evolving, Gaffney noted. mission on Certification of Physician
“Though health care has been slow Assistants. She has served as chair of
58 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Heatlh Care
the eHealth Network of Long Island tients. We are now working hard to Technology is a strategic health
Regional Health Information Organi- bring this same high level of care to care tool at Peconic Bay Medical
zation, now known as NY Care Infor- cancer and orthopedic patients.” Center, Loeb said.
mation Gateway, where she currently “Although we take great pride in our “We leverage technology for pa- ANNE
is chairman of the board of directors. technological achievements, in health tient safety,” Loeb noted. “We have
Founded in 1896 by a group of local care the personal touch is paramount, computers at every bedside, allow- MARIE
physicians and concerned citizens, so our goal is also to put our ‘heart’ into
Winthrop-University Hospital is a all our patient care,” he said.
ing for medication administration
using bar-code technology, which
MONTIJO
major regional health care resource Dr. Gulotta earned a medical de- Association for
dramatically reduces the risk of
with a deep commitment to patient gree from Albany Medical College. Mental Health and
medication errors. Telemedicine is Wellness
care, medical education and research. He completed his Residency in inter-
a technology that we are implement-
Winthrop-University Hospital — nal medicine at Long Island Jewish
ing thanks to our relationship with
Long Island’s first voluntary hospi- Medical Center in New Hyde Park.
tal — is a 591-bed university-affili- He then completed a Fellowship in Northwell Health. With telemedi-
ated medical center and New York cardiovascular disease in the Depart- cine, in addition to our local experts, Anne Marie Montijo is deputy di-
State-designated Regional Trauma ment of Cardiology at the Cleveland we have access to a robust network rector for strategic initiatives at the
Center, which offers sophisticated di- Clinic Foundation in Ohio. More re- of expert providers and nurses via Association for Mental Health and
agnostic and therapeutic care in vir- cently, he earned his M.B.A., with computer devices.” Wellness (MHAW) in Ronkonkoma.
tually every specialty and subspecial- honors, from Adelphi University. “This summer, we will be launch- Montijo has more than 25 years of
ty of medicine and surgery. St. Francis Hospital, The Heart ing ‘tele-psychiatry,’ which will experience in social work and has ex-
Winthrop offers a full complement Center® is New York State’s only spe- allow us to provide evaluation of pa- tensive experience in child and ado-
of inpatient and outpatient programs cialty designated cardiac center and a tients with acute psychiatric symp- lescent mental health as both a prac-
and services for the newborn through nationally recognized leader in the di- toms much faster,” Loeb said. “Upon titioner and administrator.
the elderly, primarily from Nassau, agnosis, treatment, and prevention of completion of the new critical care Joining MHAW in 2015, Montijo
Suffolk and Queens Counties on Long cardiac disease. St. Francis is ranked tower we will be connected to an provides executive leadership in man-
Island, in a dynamic, progressive en- one of the best hospitals in America ‘eICU’ staffed with intensive care aging the organization’s community
vironment. by U.S. News & World Report and physicians and nurses, which will outreach and education department;
Ever changing and growing with has earned the prestigious Magnet provide an added layer of safety for Incident Review Committee; staff de-
the diverse community it serves, Win- designation for nursing excellence. A our patients. velopment and training; organization-
throp-University Hospital is, in many leader in cardiovascular care for more Peconic Bay Medical Center also al diversity and cultural competency
ways, a unique institution, simulta- than 50 years, St. Francis Hospital initiatives; student Internship pro-
has new “smart” beds that are pro-
neously large and small, regional as also offers an outstanding program grams; and children’s services.
grammed to let health care provid-
well as local. It successfully blends in vascular, prostate, ear-nose-throat, A 1992 graduate of Stony Brook
ers know if a patient is in an un-
the progressive philosophy, sophisti- abdominal, oncologic, gastrointesti- School of Social Welfare, Montijo
cation and advances of a teaching and nal, and orthopedic surgery. St. Fran- safe situation, which also prevents went on to lead North Suffolk Mental
research institution with a very per- cis is a member of Catholic Health falls. “These beds tie into our new Health Center’s adolescent boys com-
sonal approach to patient care – an Services of Long Island. call bell system, which produces re- munity residence. She then joined
approach that has become the corner- ports about our timely response to South Oaks Hospital as director of
stone of its organization. call bells,” Loeb said. “Advancing child and adolescent community ser-
technology is a strategic imperative vices. There she led an extensive out-
AMY E. at PBMC and with it we will con-
tinue to improve patient safety and
reach effort working with children’s
mental health agencies across Long
LOEB, EDD, outcomes.” Island and the five boroughs. Offer-
RONALD J. Loeb earned a bachelor’s degree ing numerous educational workshops
MBA, RN- in nursing and a master’s degree to schools, advocacy organizations,
GULOTTA, from St. Joseph’s College. In 2016, hospitals, higher education, and other
BC, NE-BC she graduated from Columbia Uni- venues, Montijo established a repu-
M.D., FACC Peconic Bay versity’s Teachers College with tation as a tireless advocate for chil-
dren’s mental health with a strong
St. Francis Medical Center a Doctor of Education. She has a
Hospital Certification as a Nurse Executive focus on reducing the stigma of men-
and Gerontology Nurse. Loeb has tal illness.
More than two-thirds of the United
received numerous awards for schol-
Amy E. Loeb, EdD, MBA, RN-BC, State’s population owns a smartphone
arship and leadership and is a fre-
NE-BC is vice president and chief and are connected socially to friends,
Ronald J. Gulotta, M.D., FACC is nursing officer at Peconic Bay Med- quent lecturer.  
family, and colleagues, Montijo said.
chief medical officer at St. Francis ical Center in Riverhead. Loeb is re- Peconic Bay Medical Center, a “The mental health community
Hospital, The Heart Center® in Ros- sponsible for all aspects of nursing, member of Northwell Health, for- sees this mobile technology as a pow-
lyn. A highly respected intervention- pharmacy and respiratory care. She merly North Shore-LIJ, is a 182 bed erful tool that can give providers the
al cardiologist, Dr. Gulotta has been is part of a team that is designing medical center that offers a wide ability to engage patients outside of
an attending physician at St. Fran- a new critical care tower, inclusive range of health care services from their regular in-person sessions, with
cis since 1992 and was previously di- of a cardiac catheterization lab, a advanced surgical care and compre- the potential to improve compliance
rector of the Cardiac Catheterization state-of-the-art intensive care unit, hensive inpatient medical care to a behaviorally and with medication
Laboratory at Brookhaven Memorial and a trauma center. Skilled Nursing and Rehabilitation management,” she said.
Medical Center. Loeb previously served as vice Center. Peconic Bay Medical Cen- “In recent years, many patients
His reputation and integrity re- president for Allied Health at Hun- ter also offers an extensive range and providers have been able to com-
flects the culture of St. Francis and tington Hospital where she oversaw of outpatient services that includes municate directly and effectively via
the hospital’s ongoing commitment to the patient experience, quality of Peconic Bay Physical Therapy & Re- secure email and patient portals,”
providing excellence in patient care. care, caregiver engagement, opera- habilitation Center and Peconic Bay Montijo noted. “Utilizing this same
“It is an exciting time in medicine,” tional and financial performance of Home Health Services, a certified technology on mobile devices allows
Dr. Gulotta said. “Technology is trans- the radiology, laboratory, pharmacy, home health agency, the Cancer Ser- mental health providers to reach peo-
forming cardiovascular care, whether physical therapy, respiratory ther- vices Program of Suffolk County, ple who are either physically isolated
it is imaging that helps doctors see apy and case management depart- because of geography, or emotionally
and the Gertrude & Louis Feil Cam-
blockages inside the coronary arter- ments. isolated because of the state of their
pus for Ambulatory Care. Additional
ies within microns, pacemakers with- Since becoming a registered nurse mental health.”
services include Pegasus House Pal-
out leads that connect with doctors in 2003, Loeb has been a transfor- The Association for Mental Health
via the internet, implantable devices mational leader in the North Shore/ liative Care, eight offsite physician and Wellness is partnering with Peer
that transmit vital health data to keep LIJ Health System — now known as offices specializing in family, inter- Support Solutions to provide real-time
heart failure patients out of the hospi- Northwell Health. She has been men- nal and pulmonary medicine, and interactions with trained peer spe-
tal, or TAVR procedures that replace tored by some of the finest nursing surgical specialties, including the cialists via smartphones, tablets, and
damaged heart valves without open and hospital leaders in New York and Krauss Musculoskeletal Institute. other mobile devices, she explained.
heart surgery. Because St. Francis has her experience in a Magnet designat- Northwell Health, with 21 hospitals “It’s expanding the boundaries of
the largest cardiac caseload on Long ed organization has given her a solid and nearly 450 outpatient practic- when and where people can access
Island, we are often the first to be able understanding of how to lead a nurs- es, serves 8 million people in the urgent emotional help, as well as
to bring these innovations to our pa- ing organization to excellence. metro New York area and beyond. routine text reminders regarding ap-
59 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Heatlh Care
pointments, medication scheduling, on resiliency. Montijo is also part of understanding of the social and eco- revenue from $8 million to $18 million
and follow-up tests, she said. the Host Committee for the Wings nomic conditions that contribute to between FY11-FY14.
“As a founding member of the Long of Hope Gala in New York City, a physical and mental health and sub- She was also director of develop-
Island Health Collaborative, MHAW fundraising event for the Melanoma stance abuse. ment at Stony Brook University’s
plays a prominent role in promoting Research Foundation. Stony Brook Medicine & Health Sci-
the Population Health Improvement The Association for Mental Health ences and Regional Coordinator at
Program by encouraging physical ac- and Wellness is the result of the 2014 Muscular Dystrophy Association.
tivity as an important pathway to re- merger of three organizations: Club- Schnabl earned a master’s degree
covery,” Montijo stated. “A ‘walking house of Suffolk, Suffolk County Unit- RACHEL E. in social work from SUNY Stony
portal’ enables people to track and ed Veterans and the Mental Health
monitor their progress from any mo- Association in Suffolk County, found- SCHNABL, Brook and a bachelor’s degree from
Marist College.
bile device or a desktop computer.” ed in 1955.
“These new ‘connections’ can as- MHAW programs help individuals LMSW Schnabl is a member of the Asso-
ciation of Healthcare Philanthropy
sist with fostering a trusting rela- overcome the impact of mental health Brookhaven
tionship between provider and pa- illnesses, disabilities, and trauma to Memorial Hospital and the Association of Fundraising
tient, which in turn has the potential achieve goals of education, employ- Medical Center Professionals. She has published a
to greatly improve health outcomes,” ment, social connection, housing, com- research paper entitled, “Teaching
Montijo said. munity involvement, and overall well- Macro Research to BSW Students: An
Montijo has presented both national- ness. The agency also provides com- Exploratory Study of Welfare Reform”
ly and internationally on topics such as munity and professional education Rachel E. Schnabl, LMSW is vice and presented this paper at the New
culture and self-harm, and resiliency. for mental health providers through president, chief development officer at York State Social Work Education As-
She has extensive volunteer experi- ongoing workshops and seminars. Brookhaven Memorial Hospital Medi- sociation (NYSSWEA) conference in
ence in cancer services having worked A range of peer-led support ser- November 2000. Schnabl has earned
cal Center in Patchogue.
with The Eye Cancer Foundation in vices includes the highly-success- many awards and honors including
Schnabl has years of experience
New York City for 10 years leading ful Joseph P. Dwyer Veterans Peer the 1996 United States Congressional
in the health care field. Prior to join-
patient support services and orga- Support Project. Through SCUV, the Medal of Merit and an Award for Ex-
agency offers a broad range of ser- ing Brookhaven Memorial Hospital
nizing patient and family luncheons
Medical Center she was director of cellence in Social Work in 2000.
on Long Island and New York City. vices delivered by trained veterans
advancement and external affairs at Brookhaven Memorial Hospi-
Since 2011, she has also volunteered and family members to assist with
outreach, crisis prevention and diver- Stony Brook University’s Stony Brook tal Medical Center (BMHMC) is a
for the Melanoma Research Foun-
dation’s CURE Ocular Melanoma sion, social and employment supports, Medicine - School of Dental Medicine. full-service, 306-bed, acute care, vol-
(CURE OM) initiative. As a Steer- housing and homeless assistance, and During her tenure, she coordinated all untary, not-for-profit community
ing Committee member for CURE PTSD peer support. aspects of the School of Dental Medi- hospital located in Patchogue, New
OM, she has helped to spearhead five MHAW is committed to the core cine’s fundraising programs, alumni York. BMHMC delivers accessible,
patient and caregiver symposiums practice values of empowerment, relations initiatives and external af- high-quality health services in a fo-
across the country and often leads hope, opportunity, and cultural com- fairs and was part of the SBU Med- cused caring and teaching environ-
groups at these events for newly di- petence. The agency takes a “whole icine/Health Sciences Center devel- ment while providing health advocacy
agnosed patients including workshop person” perspective with an enriched opment team that increased annual for the community and people served.
60 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Women in Professional Services

This Who’s Who in Women in Professional


Services section highlights some of Long
Island’s key businesswomen who undertake
fundamental roles within their companies.
Inside this section, these distinguished
professionals from various industries share an
issue or trend they are focusing on within their
area of business/practice to assure continued
advancement for their companies, clients and 70 MARA N. HARVEY Lamb & Barnosky, LLP

the Long Island region. 70 MARY HAUPTMAN Hauptman Realty Corp.

70 RUTH HENNESSEY Catholic Health Services of

Long Island/St. Francis Hospital

70 DR. VERONICA HENRY Farmingdale State College

71 MARY C. HODGE Cerebral Palsy Association of Nassau County, Inc.

INDEXINDEXINDEX 71 LYNN JOHNSON Stony Brook University

72 LAURIE B. KAZENOFF Moritt Hock & Hamroff LLP

61 KRISTINA ALBARELLA Marcum LLP 72 ELEANOR KEEGAN, RN Huntington Hospital

61 LORRAINE AYCOCK Bank of America 72 ELLEN KESSLER Ruskin Moscou Faltischek, P.C.

61 NICOLE BARTHELEMY Berdon LLP 73 PATRICIA KIELAWA Wells Fargo Bank, N.A.

61 KATHLEEN BENNETT Pronto of Long Island/Family of FREE Network 74 SYLVIA KNUTSON-BARR Flushing Bank

62 ANN BRANCHINI, PHD RN Molloy College 74 DONNA-MARIE KORTH Certilman Balin Adler & Hyman, LLP

62 ANNE BRIGIS YMCA of Long Island 74 MARIE A. LANDSMAN Rivkin Radler LLP

62 JACQUELINE BROWN Suffolk County National Bank 75 JIL MAZER-MARINO Meyer, Suozzi, English & Klein, P.C.

63 SANDRA BUSELL Davidoff Hutcher & Citron LLP 75 CAROL A. MELNICK Jaspan Schlesinger LLP

64 CAROLYN CACCESE Salenger, Sack, Kimmel & Bavaro LLP 75 LINA M. OBEID Stony Brook University School of Medicine

64 KELLY CANAVAN Campolo, Middleton & McCormick, LLP 76 EILEEN O’BRIEN Bridgehampton National Bank

64 DAWN CATAPANO, CPA Israeloff, Trattner & Co., CPAs, P.C. 76 LINDA M. OLIVA Peglis & Erickson, LLC

65 KATHRYN C. COLE Farrell Fritz, P.C. 76 MICHELLE PAPAJOHN St. Joseph’s College

65 KATIE CONNERS, AIF®, CFP® AVZ Wealth Management 77 KAYLIN PETERSON Jefferson’s Ferry Foundation

65 CARA CRONIN Cronin & Cronin Law Firm, PLLC 77 NIKKI S. REISS, CPA Sanders Thaler Viola & Katz, LLP

66 JUDI ABBOTT CURRY Harris Beach PLLC 77 LISA M. RICCIARDI, CPA, CCA Castellano, Korenberg, & Company

66 CYNTHIA DaCRUZ New York Community Bank/Roslyn Savings Bank 78 ELIZABETH COLLARD RICHTER Collard & Roe, P.C.

66 PATRICIA A. DARCY Southampton Hospital 78 RISË E. ROSEN Koeppel Martone & Leistman, LLP

67 JOANNE DEFINO KPMG PLLC 78 MARCY SAFYER Adelphi University

67 SANDRINA DEVLOPULOS Gettry Marcus CPA, P.C. 79 NOELENE SHERIDAN, CPA, MST Friedman LLP

67 ELIZABETH DiGANGI Suffolk Federal 79 SUSAN A. SIPOS Hoffmann & Baron LLP

67 KRISTIE M. FONTANA Jackson Lewis, P.C. 79 MARGUERITE SMITH Empire National Bank

68 ANA GETIASHVILI Meltzer Lippe Goldstein & Breitstone, LLP 80 KAREN TENENBAUM LL.M., CPA Tenenbaum Law, P.C.

68 MEGAN GILLEN Bond, Schoeneck & King 80 DEBORA THIVIERGE, BCABA, CBAA The ELIJA School and Foundation

69 JILL GOFFER Abrams, Fensterman, Fensterman, Eisman, Formato, 80 ELLEN TOBIN Westerman Ball Ederer Miller Zucker & Sharfstein, LLP

Ferrara & Wolf, LLP 81 ANDREA TSOUKALAS Forchelli, Curto, Deegan, Schwartz,

69 MEILISSA GOTTLIEB, CPA EisnerAmper LLP Mineo & Terrana, LLP

69 STACEY L. GULICK Garfunkel Wild, P.C. 81 MIRIAM E. VILLANI Sahn Ward Coschignano, PLLC
61 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Women in Professional Services
welcoming ambassador and wedding of Family Service League and the velopments (EODs), which go beyond
rehearsal host; and Catholic Daugh- Farmingdale College Foundation and just transit in order to foster a vibrant
KRISTINA ters of America, Commack Court, fi-
nancial secretary.
is a member of the 2012 Class of the
Energeia Partnership Aycock earned
urban experience for employees and
employers.
ALBARELLA, Marcum LLP is one of the largest
independent public accounting and
a bachelor’s degree in mathematics
and a master’s degree in banking and
“Young people are an essential re-
source for employers who will fade
CPA, MST advisory services firms in the United
States. Headquartered in New York
finance from Hofstra University.
Bank of America is one of the
from the Long Island community
if they continue to see the younger
Marcum LLP
City, Marcum LLP offers the resources world’s largest financial institutions, generation move away to towns like
of 1,500 professionals, including more with approximately 4,800 branches Hoboken, which offer a well-rounded
than 200 partners, in offices in major nationwide, including 73 banking cen- live, work, play community,” Barthe-
Kristina Albarella, CPA, MST is a business markets throughout the U.S., ters on Long Island. Bank of America lemy noted. “The younger generation
senior tax manager at Marcum LLP Grand Cayman and China. Marcum serves individual consumers, small- is looking for places to live that offer
in Melville. is a member of the Marcum Group, and middle-market businesses and them great experiences, easier com-
Albarella oversees and trains staff an organization providing a compre- large corporations with a full range muting, and places to go for them-
responsible for serving large multi- hensive range of professional services of banking, investing, asset manage- selves and their eventual offspring.
state companies, as well as close- spanning accounting and advisory, ment and other financial and risk Long Island is on the right path to
ly-held entities, on matters involving technology solutions, wealth manage- management products and services. becoming a desirable destination for
SEC disclosures, corporate taxation ment, and executive and professional One of the largest employers on both businesses and their employees;
and compliance issues. Working close- recruiting. The Marcum Group com- Long Island, Bank of America and its however, ongoing governmental ini-
ly with clients, Albarella helps meet panies include Marcum LLP, Marcum predecessor banks began serving the tiatives will be essential in order for
timely tax compliance requirements Technology LLC, Marcum Search LLC, region more than 125 years ago, and Long Island to keep pace with other
and filings for potential tax savings. Marcum Staffing LLC, Marcum Finan- remains committed to strengthening attractive communities in the area.”
Albarella has extensive experience cial Services LLC, and Marcum Bern- local communities. The growth of service-based busi-
effectively representing clients with stein & Pinchuk LLP. nesses, such as spas, restaurants, and
federal and state audits. In addition, gyms, are indicators that the Island is
she advises companies with corporate attracting more young people and they
restructurings, acquisitions and are choosing to stay, she explained.
liquidations. NICOLE Barthelemy earned a bachelor’s de-
Albarella, who also serves as chair
of the firm’s marketing committee
LORRAINE BARTHELEMY
gree in accounting from Baruch Col-
lege. She was licensed as a certified
for Melville management, shares her AYCOCK Berdon LLP public accountant in New York State
in 2010.
expertise internally as a trainer for Bank of America
management, staff and new hires. She is a member of the Long Island
She teaches CPE courses on corporate Real Estate Group. She is a member
tax topics including ASC 740 and tax of the American Institute of Certified
transaction costs. Nicole Barthelemy is a manager in Public Accountants and the New York
Albarella has more than 20 years of Lorraine Aycock is senior vice pres- Berdon LLP’s audit department with State Society of Certified Public Ac-
public and private accounting experi- ident and enterprise business & com- nearly 10 years of professional expe- countants.
ence. Prior to joining Marcum LLP in munity engagement market manag- rience in public accounting. Barthele- Berdon LLP is consistently ranked
2008, she was principal tax advisor for er for Bank of America. In her role, my provides an array of accounting, among the nation’s top CPA and ad-
an international public company. Ear- Aycock’s responsibilities enable her auditing and tax services for clients visory firms. With nearly 400 profes-
lier in her career, Albarella spent 11 to support the bank’s efforts to align throughout the real estate and hospi- sionals and staff — at offices in Jeri-
years with a Big Four accounting firm and deliver marketing and charita- tality industries. cho and New York City — clients can
where she was a senior tax manager. ble resources to meet constituent and She works closely with real estate access a comprehensive array of ac-
Within the international tax arena, community needs across Long Island. owners, managers, developers, and in- counting, tax, financial, and manage-
there is a myriad of issues to keep an While working closely with the bank’s vestors as well as REITs, that are in- ment advisory services. Berdon advises
eye on, Albarella said. Long Island president, she leads the volved in a broad spectrum of proper- on almost every aspect of a business
“Transparency in international tax- planning and execution of sponsorship, ties — among them residential, com- at any stage of development — from
ation include foreign bank account philanthropic, community and busi- mercial, retail, and shopping malls as startup through growth, diversifica-
disclosures by foreign multi-national ness development initiatives locally. well as properties under development. tion, and succession. Berdon is a recog-
banks, and the most recent Panama Formerly a senior credit products In the hospitality arena, she has a nized leader in advising the real estate
Papers,” she said. “This will keep cli- underwriter in the healthcare and particular specialty in guiding clients industry and works with numerous
ents up at night and will draw out institutions group within Bank of in the food and beverage sector. businesses in the manufacturing and
more non-compliant taxpayers than America’s Global Commercial Bank, Barthelemy’s areas of expertise in- distribution sector as well as high net
ever before. It is easier to help people Aycock was responsible for underwrit- clude preparing and reviewing GAAP, worth individuals. If needs cross inter-
when they come forward voluntarily ing; structuring and documenting cli- income tax basis and special purpose national borders, Berdon service ex-
rather than when they are caught and ent transactions for institutions with financial statements, as well as per- tends worldwide through membership
face potential serious consequences.” revenues totaling up to $2 billion spe- forming certiorari filings and operating in TIAG, a global alliance of more than
“In terms of corporate taxation, tax cialized in healthcare, education and expense escalation audits, and review- 115 independent accounting firms in
minimization planning is most chal- non-profit industries. ing partnership and corporate tax re- over 65 countries.
lenging lately with the BEPS (Base Prior to joining the Bank of turns. She also works closely with cli-
Erosion and Profit Shifting) initiative, America in 2000, Aycock worked in ents to develop tax projections, includ-
as well as recently-issued regulations the School of Education at Hofstra ing determining the tax implications
on country-by-country reporting re-
quirements for U.S. multinational en-
University where she supported the
school’s efforts to achieve national
of various types of debt restructuring
and like-kind exchanges, as well as
KATHLEEN
terprises,” Albarella said. “We constant-
ly need to assess our clients’ risk profile
and state accreditations; provided cer-
tification recommendations for edu-
potential sales and purchases of real
estate. She also assists in analyzing
BENNETT
Pronto of Long
and ensure compliance with these new cational personnel in New York City, new construction developments. She Island/Family of
requirements designed to avoid shifting New York State and nationally; de- has experience working with startups FREE Network
of profits to low-tax countries.” veloped and presented informational and growing businesses on their tax
Albarella is involved in her commu- seminars; and co-authored an advise- planning and guides them in setting
nity’s ministries and earned a mas- ment manual, which received national up and maintaining records.
ter’s degree in taxation from Hofstra award recognition. Keeping new talent in the region Kathleen Bennett is president of
University. In addition to supporting volun- remains a priority for many of Long Pronto of Long Island, a 501(c)(3) not
She is a member of the American teer efforts of various organizations, Island’s businesses, Barthelemy said. for profit community outreach center
Institute of Certified Public Accoun- Aycock helps promote financial litera- “A paramount concern of the Long in Bay Shore that serves the most
tants; New York State Society of Cer- cy education to K-12 students in local Island business community is the on- vulnerable children and families liv-
tified Public Accountants (NYSSCPA), school districts by leveraging Bank of going development of transit-orient- ing in Brentwood, Bay Shore, Central
board director; Attorneys and Accoun- America’s programs and partnerships ed residential areas (transit-oriented Islip and neighboring communities.
tants Joint Committee, chairperson, including Better Money Habits, Your districts or TODs) to attract and keep Pronto is a member of the Family of
NYSSCPA Nassau Chapter; Accoun- Financial Future and Ultimate Money Long Island’s younger generation,” she FREE Network, which collaborates
tants & Attorney Networking Group; Skills. She is a trustee of Briarcliffe said, adding that this must be com- with a variety of diverse 501(c)(3)
Christ the King of Commack, lector, College and serves on the boards bined with Employment-oriented De- nonprofit partners.
62 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Women in Professional Services
Bennett was named president of Keeping focused on the shifting the opening of the YMCA Boulton
the organization in 2016 and joined needs of Millennials is important, Center for the Performing Arts and
Pronto with more than 20 years of noted Dr. Branchini. the Entenmann Pavilion dedicated to
business management experience. “The Millennial generation — which child care programs. Shortly thereaf- JACQUELINE
She was a manager and team lead- includes today’s college students — rep- ter, Brigis was promoted to vice presi-
er for Newsday in Melville. Prior to resents one-third of the current United dent of South Shore operations, where BROWN
being named president of Pronto of State’s population,” she said. “They are her responsibilities grew to include Suffolk County
Long Island, Bennett had served on at the beginning of their careers and the management of the Brookhaven National Bank
its board of directors as secretary and so will be an important engine of the Roe and East Hampton branches. In
then vice president. economy in the decades to come. Our 2003, she was named to the post of
“People come to Pronto everyday students will likely move through jobs senior vice president of branch opera-
with tragic stories and we change more frequently, and may have up to tions. In 2010, Brigis served as the or- Jacqueline “Jackie” Brown is senior
their lives,” Bennett said. three or four different careers in their ganization’s executive vice president vice president and director, cash man-
“It never ceases to amaze me how lifetime. The environment of the 21st and chief operating officer. Under her agement and deposit services at Suf-
people are hungry right here on Long Century is one of continuous change, leadership, she worked closely with folk County National Bank (SCNB) in
Island in this day and age,” she said. instantaneous news, and evolution of benefactors, senior staff and volun- Riverhead.
“Their stories vary greatly but they knowledge, and demands skill in nav- teers, to open the Patchogue Family Under her leadership, Brown and
have one thing in common — they all igating in that evolving environment YMCA, Martone Children’s Center her team work closely with the SCNB’s
need assistance and can’t afford food. to be able to think critically, make in- at the YMCA at Glen Cove and the commercial lending and branch man-
Sometimes people come from other formed decisions and act with moral Sammis Childcare Center at the Hun- agement teams to build new client re-
countries and don’t have any win- and ethical awareness in increasingly tington YMCA. In 2012, Brigis was lationships and expand existing rela-
ter clothes; they come with just the complex systems.” named the first female president and tionships across the bank’s entire mar-
things they could carry. They have no “Educators are challenged in this chief executive officer of the YMCA of ket area, which includes Long Island
beds for their children and they need environment to view knowledge as Long Island. and the boroughs of New York City.
to get them immunizations before dynamic and less static, to model ed- The YMCA is a leading non-profit In addition, Brown plays an inte-
they can get them into school.” ucation as a life-long process of inter- organization with a mission focused gral role in enhancing the bank’s suite
Pronto guides those in many ways, acting with the 21st Century world,” on youth development, healthy living of deposit and cash management ser-
she said. Dr. Branchini said. “We must impart and social responsibility, Brigis said. vices in order to better meet the ev-
“We may have taught them English knowledge and skills that will enable “I believe this mantra has forged er-changing needs of businesses.
so that they could get a job and now them to be nimble thinkers who are not just the way the Y views the world With more than 20 years in the
they’re in a better place and they want able to adapt to changes we have not population’s needs, but a revolution in banking field, including key positions
to give back,” Bennett explained. “We yet imagined.” the direction of our society,” she said. with Bank of New York and Astoria
listen, offer assistance, refer them to “Lastly, we must educate our stu- “Having started my career at the Y Federal Saving Bank, Brown has a
places they can get more help, and give dents to be competent members of as a volunteer when I was a teenager, keen understanding of the financial
them hope for a better future. That’s a civil society, with all the skills, I’ve always recognized that transfor- needs of businesses and their expec-
why, after 47 years of helping people, knowledge and abilities necessary to mative period shaping the woman I tations when it comes to their bank-
they are generous with their time and be contributing members of our com- am today, both personally and profes- ing. She recognizes that to best serve
come back and volunteer. We may munities, both local and global,” Dr. sionally,” she noted. “Entering a lead- her customers, she needs an integral
have helped them or their family and Branchini said. ership position more than two decades knowledge of their business and an
they want to say, ‘thank you.’” Dr. Branchini earned a bachelor’s ago at the Y of Greater New York, I appreciation of how each of her clients
Pronto of Long Island, Inc., a 501(c) degree in nursing from the University recognized a gap on Long Island in must deal with the daily challenges
(3) not for profit, is an outreach center of Wisconsin-Milwaukee; a master’s a childcare movement – a movement that can disrupt their firm’s growth
whose mission is to feed the hungry, degree in nursing from Marquette that allowed parents to work to sup- and affect their financial success.
clothe the needy, welcome the strang- University; and a Ph.D. in nursing port their families and feel confident Brown also understands how tech-
er, and provide healing and hope to from the University of Connecticut. that their children were well cared nology has changed the way clients
everyone who walks through its doors. Molloy College, an independent for, learning, growing and thriving to interface with their financial institu-
Pronto opened in 1969 from the vision Catholic college based in Rockville achieve their greatest potential.” tions. “Traditional banking has given
of a group of committed lay people Centre, was founded in 1955 by the “As the need for childcare on Long way to more and more digital options
and clergy at St. Anne’s Roman Cath- Sisters of Saint Dominic in Amityville, Island grew, so did my motivation to which not only give clients immedi-
olic Church. NY. The college serves a student pop- ignite a holistic approach at the YMCA ate access to account information,
Pronto has been able to flourish ulation of about 4,600 undergraduate of Long Island,” Brigis said. “Child- but also provides them with the abil-
based on contributions of clothing, fur- and graduate students. Molloy stu- care is no longer a luxury, it’s a grow- ity to conduct transactions without
niture, household items and monetary dents can earn degrees in a variety of ing necessity for our youngest curious ever stepping outside their place of
donations. Many services are offered outstanding academic programs, in- minds, busy families, and a safe haven business,” said Brown. “No longer do
at Pronto, including ESL classes, De- cluding nursing, business, education, to express individuality. Caring for all business clients need to come into the
partment of Health children’s immu- social work, music therapy and more. children as if they are my own is my bank to make deposits – this can be
nizations, immigration referral and lifelong passion. Together as a Y, we’ve done right on their office computer
health insurance benefit counseling. worked tirelessly to meet the needs of with a desktop scanner. Finding out
Pronto operates a thrift center and our community with the quality and if a check has been paid, paying bills
food pantry providing commodities to care we’ve offered for generations.” or making a transfer between their
neighborhood individuals, families and ANNE N. “Today, the YMCA of Long Island accounts is as simple as a few clicks
seniors in need. This vision is fueled by serves thousands of children each on their computer – as is doing pay-
“prayer and the hard work” of commit- BRIGIS year offering preschool, universal pre- roll or accepting payments via ACH
ted volunteers. YMCA of k, before and after school care during (Automated Clearing House). In re-
Long Island the school year, as well as summer cent years, the growth towards mobile
day camp for children of all ages and banking has been tremendous and is,
interests,” she explained. by far, the fastest growing platform
ANN Anne N. Brigis is president and
“With the future of our children
being so bright, I know my journey
for banking transactions.”
While changing technology brings
BRANCHINI, chief executive officer at YMCA of
Long Island. Brigis has been part of
won’t end here,” Brigis said.
The YMCA is a leader in providing
many opportunities for the banking in-
dustry, Brown understands that it also
PH.D., R.N. the YMCA family since she was a teen- programs that strengthen the mind,
body and spirit connection. Long Is-
creates new challenges for her clients
Molloy College ager volunteering at her local branch. who must be diligent in keeping their
As an adult, after a successful career landers of all ages and fitness levels information safe. Part of any conversa-
on Madison Avenue, she found her learn to live their healthiest lives in- tion with her customers includes ser-
way back to her hometown YMCA in side the YMCA’s state-of-the-art fa- vices that have been developed to detect
Ann Branchini, Ph.D., R.N., is vice Flushing, Queens where she served cilities in East Hampton, Glen Cove, and prevent fraudulent transactions.
president for academic affairs and as associate executive director. Seven Great South Bay, Huntington and Pa- “Even with all the changes in tech-
dean of faculty at Molloy College in years later, in 1992, Brigis went on to tchogue/Holtsville. The YMCA of Long nology, it may come as a surprise to
Rockville Centre. Dr. Branchini re- accept a position as associate executive Island is a cause-driven nonprofit or- some that one-on-one, person-to-per-
cently joined Molloy College, after 13 director of the newly-built Great South ganization that works to strengthen son banking is not going away,” she
years as academic dean and chief aca- Bay YMCA in Bay Shore, Long Island. communities through programs that noted. “Talking with our clients, meet-
demic officer at Three Rivers Commu- Among her many accomplishments focus on youth development, healthy ing with them at their place of busi-
nity College in Norwich, Connecticut. at the Great South Bay YMCA was living and social responsibility. ness or ours, and having that in-per-
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son delivery will always be an import- tates between siblings, including rep- preserved with appropriate Medicaid
ant part of the banking relationship.” resenting the non-executor beneficia- planning. The key to Medicaid plan-
Founded in 1890, Suffolk County ries to ensure timely administration ning is preventative planning. Due
National Bank is one of the largest SANDRA N. and distribution of the estate. Busell to the five-year look back period in
community banks headquartered on advises clients in estate planning existence for all ‘chronic care’ or nurs-
Long Island with 26 branch locations BUSELL work focusing on business succession ing home Medicaid applications, it is
in Nassau and Suffolk and an addi- Davidoff Hutcher issues, where her experience as a cer- imperative to implement a plan while
tional branch and regional commer- & Citron LLP tified public accountant adds to her the individual is in good health.”
cial lending office in Long Island City. understanding. Her experience also Most individuals can qualify for
SCNB offers a full range of products includes counseling clients on various “community” Medicaid utilizing a
and services including deposit ac- real estate issues that arise relating combination of asset transfers, trusts,
counts, commercial and consumer Sandra N. Busell is a partner at Da- to elders buying, selling, and trans- and/or gifts, as there is no look back
lending, residential mortgages, cash vidoff Hutcher & Citron LLP in Garden ferring of property, including helping period, Busell said. “Eligibility would
management, mobile banking and City. Busell concentrates her practice families obtain reverse mortgages by occur the month following the asset
more. The bank’s market niche in- on trusts & estates and elder care law. using irrevocable trusts which allows transfers,” she explained. “Even where
cludes small and middle market busi- the elderly family member to stay in income is in excess of Medicaid lim-
Her focus in the areas of trusts includes
nesses as well as retail clients ancil- their home and still protect the re- itations, utilization of pooled income
supplemental needs trusts, estates (in-
lary to these commercial relationships. maining equity for themselves and trusts can cover this problem. Of
cluding contested estates), Medicaid
Recognized for its long history of com- their children. An integral part of her course, family dynamics always play
planning, elder care, real estate, and
mitment to businesses and consumers work is the protection of Medicaid a role. When children do not get along
guardianships — both contested and
— and its financial support and ser- benefits for special needs children and or trust each other, or when there are
not. Busell is also a certified public ac-
vices to local municipalities and not- adults and their families. This is often physical or emotional issues within
countant, bringing unique tax knowl- done through the creation of supple- the family, such facts must be taken
for-profits — the bank is also known, edge to all her planning work.
along with its employees, for its cul- mental needs trusts. into consideration when devising a
Busell represents clients in a variety Asked what she is currently fo- plan. The primary objective is always
ture of active community involvement. of matters including elder law, Med- cusing on, Busell said: Families who the safe care of the parents. In plans
icaid, real estate law, corporate law, are in turmoil. “We are meeting where the care is paid for by the client,
You like us in print, wills, probate, business law, tax law, with an increasing number of fami- it is important to advise them which
and contractual transactions. She is lies who have not addressed possible assets should be used. Using pension
now you can LIKE often appointed by the Supreme Courts long-term health issues and there- plans, retirement accounts and other
us on Facebook. in Nassau, Suffolk and Queens coun- fore face spending their savings to qualified assets may be detrimental to
ties as a guardian, supplemental needs finance their care,” she noted. “This preserving the assets and ultimately
trustee, as well as a court evaluator often equates to implementation of a achieving Medicaid eligibility.”
for persons alleged to be in need of a Medicaid plan after the individual has Busell is a frequent lecturer on es-
libn.com guardian. She represents clients in all suffered a medical event, which great- tates, trusts and elder care law issues.
guardianship legal matters dealing ly compromises the practitioner’s abil- She is a graduate of Baruch College
facebook.com/LongIslandBusinessNews with elderly and special needs children. ity to preserve assets. In most cases, of CUNY with a BBA degree, with
Busell also advises on contested es- a large portion of resources can be a major in accounting. She earned a
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juris doctor from St. John’s University. important piece of legislation to be million in both Manhattan and Mi- coordinating and supervision of audits
Founded in 1975, Davidoff Hutcher signed into law to protect the victims ami-Dade County,” she said. “If the of a number of New York City Pro-
& Citron LLP (DHC) has become one of malpractice and their families.” initiative is expanded, it would apply grams contracted with various agen-
of New York’s most respected mid-size Caccese serves on the medical mal- to a great many transactions on the cies, including preparation of reports
commercial law, estates, trusts, elder practice committee of the New York East End of Long Island.” required in connection with Govern-
law and government relations firms. City Bar and is chair of its subcom- Canavan began her legal career ment Audit Standards.
DHC combines a multi-discipline law mittee on outreach. She is a member practicing commercial and insur- Today’s accountants are faced with
practice with a distinguished gov- of and director of the 1st Judicial Dis- ance defense litigation in New York many challenges when meeting the
ernment relations practice, handling trict for the NYS Academy of Trial City and Nassau County. In 1996, needs of their organization, as well as
legal and lobbying matters from the lawyers and has served on its judi- she opened her own law firm in Sag their clients, Catapano said.
routine to the complex, planning for cial screening committee for judicial Harbor focusing on real estate and “The marketplace is evolving, yet
estates trusts, supplemental needs candidates for the NY State Court of litigation matters for her East End the one constant is the high ethi-
trusts and Medicaid. DHC has offices Appeals. Her writings have been pub- clientele. After a decade, Canavan cal and professional standards that
located in New York City, Albany, lished in the New York Law Journal. merged her practice into a large Long CPAs must adhere to,” she said. “As
Washington, D.C., and on Long Is- She is a Dean’s list graduate of St. Island firm. She joined CMM with the a self-regulated profession, we need
land. The firm practices law in a syn- John’s Law School, where she served insight and experience to offer inno- to ensure that we are working with
ergistic manner. Each of its practice as the Executive Notes and Com- vative solutions to the complex issues others who hold the same high level
groups is chaired by a highly distin- ments Editor of the St. John’s Journal that often arise in property transac- of ethics and professionalism. Those
guished lawyer in the field, working of Legal Commentary. tions on the East End, and with the standards are key when a CPA gives
together with lawyers from different For more than 30 years and over success of having handled two of the their stamp of approval.”
departments to achieve its clients’ the course of hundreds of successful Top 10 Hamptons sales of 2013. Small businesses are the heart of the
objectives. The firm is known as ag- personal injury cases, Salenger, Sack, Canavan earned a bachelor’s de- American economy, and as they strive
gressive and results-oriented legal ex- Kimmel & Bavaro LLP has helped gree from Fordham University and for success, their relationship with their
perts, both in the boardroom and the people achieve justice and rebuild juris doctor from Hofstra Universi- accountant can be integral to their fis-
courtroom. their lives after tragedy with signifi- ty School of Law. She is admitted to cal health, Catapano explained.
cant personal injury awards. The firm practice in New York and before the “As a partner, the CPA can help
has secured more than $300 million in United States District Court, Eastern monitor the business’s needs in the
awards and settlements for its clients District of New York. Canavan is a most effective and efficient way possi-
CAROLYN and is rated in the Top Tier of New
York City and New York Metropolitan
member of the Suffolk County Bar
Association.
ble,” she said. “They provide valuable
tax, planning and financial advice
CACCESE personal injury firms by Best Law
Firms (U.S. News and World Report).
Located in both the heart of Long
Island in Ronkonkoma and on the
which enables the business to grow.
A CPA can help a business owner deal
Salenger, Sack,
Kimmel & Bavaro
Its attorneys have a keen understand- East End in Bridgehampton, Campo- with the issues confronting the indus-
LLP ing of the issues and are regularly lo, Middleton & McCormick, LLP is a try, the economy and its impact on the
named for recognition among Best premier law firm in Suffolk County. business itself.”
Lawyers, Super Lawyers and Martin- Over the past generation, CMM attor- “Fraud, unfortunately, is an ev-
dale-Hubbell. neys have played a central role in the er-present concern for small business-
Carolyn Caccese is a partner at the most critical legal issues and transac- es,” Catapano said. “While a CPA is
law firm of Salenger, Sack, Kimmel tions affecting Long Island. The firm generally not looking for fraud in the
& Bavaro LLP, with offices in Wood- has earned the prestigious HIA-LI annual review, financial statement or
bury, New York City and Brooklyn. Business Achievement Award, a spot tax planning, the CPA can help devel-
Caccese practices personal injury KELLY on the U.S. News & World Report list op a strong system of internal controls
law representing plaintiffs, with a of Best Law Firms, and the coveted to minimize the risk,” she noted. “It’s
particular focus on medical malprac- CANAVAN title of Best Law Firm on Long Island. not reasonable to say whether a spe-
tice and nursing home litigation. Not Campolo, Middleton cific person or organization will be af-
yet 40 years of age, Caccese has been & McCormick, LLP fected, however, we can control our en-
selected among the top 5 percent of vironment and maintain the high level
attorneys younger than 40 in the New DAWN of ethics and professionalism associ-
York metro region by Super Lawyers. ated with the CPA stamp of approval.
Among many issues Caccese re- Counsel at Campolo, Middleton & CATAPANO, It adds some much needed comfort for
mains focused on includes the New McCormick, LLP (CMM), Kelly Ca- the business, the business owner, and
York State Medical Indemnity Fund. navan dedicates her practice to real CPA the CPA.”
“The New York State Medical In- estate, with a focus on both residen- Israeloff, Trattner & Catapano earned a bachelor’s de-
demnity Fund, which is a mandato- tial and commercial transactions and Co., CPAs, P.C. gree in accounting from L.I. Universi-
ry program for all children who are leases, primarily on Long Island’s ty, C.W. Post Campus. She is a mem-
deemed by the courts to have a birth East End. As chair of the firm’s real ber of the New York State Society of
related neurological impairment, pro- estate practice, Canavan represents Dawn Catapano is a supervisor at Certified Public Accountants (NYSSC-
vides health care coverage for these buyers and sellers, landlords and ten- Israeloff, Trattner & Co., CPAs, P.C. PA); a member of the American Insti-
children,” she said. “The fund is a ants, brokers and developers, archi- with offices in New York City and tute of Certified Public Accountants;
relatively new program in New York tects, contractors, and business own- Garden City. Catapano is responsible and a member of the NYSSCPA-Nas-
State, and is intended to pay all med- ers. She has experience in handling for work on various field assignments sau Chapter.
ical expenses for these devastatingly both forward and reverse 1031 ex- for audit, review and compilation en- Among her community involve-
injured children.” changes, as well as in preparing all gagements, and provides services for ment, Catapano is a member of the
“Through practical experience and types of agreements and contracts re- a number of clients on a regular basis. board of directors of Shannon’s Fight,
the experience of our clients, admin- lating to real estate transactions such Her client base includes professional Inc., a not for profit corporation, and
istrative issues have arisen,” Caccese as prenuptial agreements, co-habi- service firms, technology, manufac- active fundraiser for various local
noted. “The Senate and Assembly tation agreements, and joint venture turing, governmental, not-for-profit, charities; and a member of the board
recently passed a bill that increases agreements. Her real estate matters service, wholesale and retail clients. of directors of Pet Peeves.
the rate of reimbursement to medical vary in size from smaller matters to Catapano’s past and current client For over 70 years, the professionals
care providers treating these children. transactions worth tens of millions of responsibilities include supervisor re- at Israeloff, Trattner & Co., CPAs,
Previously, the fund often paid only dollars. In recent years, her transac- sponsible for the accounting and fi- P.C. have been developing client rela-
Medicaid rates, and therefore was not tions have totaled well over a hundred nancial reporting for a number of the tionships built on trust, expertise and
accepted by many medical providers, million dollars per year. region’s leading law firms and other timely service. The firm offers a broad
leaving families with limited treat- Canavan is focused on develop- professional service firms, as well as range of traditional and non-tradi-
ment options. Families would often be ments of a pilot program launched by multi-million dollar manufacturing cli- tional services including accounting
forced to pay themselves for the nec- the U.S. Treasury Department. ents, technology companies and other and auditing, forensic accounting, in-
essary care for these children, even “I am interested to see where the closely-held businesses; supervisor in- come tax consultation and prepara-
though they were required to partici- U.S. Treasury Department lands on charge of the accounting and financial tion, financial and management con-
pate in this fund that limited compen- their pilot program requiring title in- reporting for a multi-million dollar re- sulting, business valuation, litigation
sation for catastrophic injuries.” surance companies to discover and tail chain of piano wholesalers/retail- support services, law firm manage-
“Families and children in the fund disclose the identities of cash buyers ers; supervisor in-charge responsible ment consulting, merger and acquisi-
deserve to have health care choices who buy property through limited li- for planning, coordinating and super- tion consulting, technology, market-
and receive high quality care through ability corporations and shell com- vision of the audits of a number of not- ing and human resource consulting,
the fund,” Caccese said. “It is an panies on properties of more than $3 for-profit organizations; and planning, financial and estate planning. As a
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result of the professional commitment University School of Law Alumni As- clients’ company plans are working mortar establishments. A number of
and involvement of its officers and sociation Board and a member of Col- at their greatest potential. We focus our clients who own shopping centers
staff, Israeloff, Trattner & Co. has gate University’s President’s Club. on plan design and work with busi- have reported difficulty filling spaces
established itself as a leader in the She has performed extensive pro bono ness owners to help ensure that their due to vacancies, tenant downsizing,
accounting field and developed a prac- work, leading her to be named to The plans are in compliance, that they and tenants requesting significant
tice of the highest quality. Special Commission on the Future of have the best investment platform to rent reductions. With the increase of
New York State Courts and The Fund meet their needs and that employees shoppers buying on the internet, this
for Modern Courts’ Task Force on the are receiving the right education.” appears to be a trend that will contin-
Family Courts. “For many people, their company ue, resulting in shopping center own-
Her judicial profiles, notes and sponsored retirement plan will be ers courting the limited number of
KATHRYN C. legal commentaries can be found in
The Federal Lawyer, The Nassau Law-
their greatest asset as they approach
retirement,” Connors explained. “We
service oriented tenants. It is essen-
tial that this change in the market is
COLE yer, in various law reviews and on the
firm’s All About eDiscovery law blog.
want to make sure that our clients
are maximizing their contributions to
demonstrated to obtain much needed
property tax relief.”
Farrell Fritz, P.C.
With 90 attorneys, the law firm these plans and that their plans are Another important change is in re-
of Farrell Fritz is recognized for pro- designed to offer the greatest benefits gards to Class 4 commercial proper-
viding high quality, responsive ser- for the owners and their employees. ty owners in Nassau County, Cronin
vice, practical advice and for its deep With increased rules and regulations noted. “These owners are about to see
Kathryn “Katy” C. Cole is coun- commitment to the local community. facing plan fiduciaries, we help our a change on their tax bill as a result
sel in Farrell Fritz, P.C.’s commercial Farrell Fritz handles legal matters in clients to stay compliant.” of the Nassau County Disputed As-
litigation practice group and a found- the areas of bankruptcy and restruc- “We also focus on employee educa- sessment Fund,” she said. “Nassau
ing member of the firm’s eDiscovery turing; business divorce; commercial tion, to make sure that employees are County has instituted a new line item
group. Cole’s experience with com- litigation; construction; corporate and taking the greatest advantage of the labeled a ‘charge,’ which will be added
mercial litigation cases – including finance; distressed assets; eDiscov- plans they have and are doing every- to the January town/county tax bill.
claims related to contracts, product li- ery; emerging companies and venture thing they can to save for their own This change will result in significant
ability, torts, consumer and securities capital; eminent domain; environmen- retirements,” Connors said. tax rate increases for all commercial
class-actions – spans the federal and tal law; estate litigation; health law; Connors earned a bachelor’s degree in property owners. This is particularly
state court systems, federal agencies, labor and employment; land use, mu- business administration, with a concen- alarming since Nassau County com-
regulatory bodies, and arbitration and nicipal and zoning; real estate; tax tration in finance from Loyola College. mercial property owners already pay
mediation forums. planning and controversy; tax cer- She is a member of the Financial the highest real estate taxes in the
In 2013, Cole was installed as the tiorari, and trusts and estates for a Planning Association. She has served country. It is still too early to judge
first female president of the Feder- variety of corporations, not-for-profit on the board of directors for Mercy the full impact of this change, but one
al Bar Association’s Eastern District organizations and individuals. Haven, a nonprofit housing corpora- thing is clear, increasing the tax bur-
of New York Chapter, in which she The firm, with offices in Uniondale, tion for people with mental illnesses. den to already overtaxed commercial
remains active. She is a member of Hauppauge, New York City and Water Currently, she serves on their advi- property owners is not helpful.”
The Cowen Group’s “Legal Innova- Mill, is recognized for providing high sory board and is a member of Mercy Cronin is on the executive board
tion 2020,” an invitation-only working quality legal services, practical advice Haven’s finance committee. of the Long Island Real Estate Group
group focusing on independent studies and responsiveness, as well as its deep Formed from Hauppauge-based and is a co-chair of LIREG W. She is a
of significant developments influencing commitment to the local community. AVZ & Co., P.C. in 1999, AVZ Wealth committee member for The Safe Cen-
the legal technology, eDiscovery, and Management exists to provide wealth ter Long Island Gala. Cronin is also
information governance industry. management services to help friends a member of the Long Island Associ-
Issues relating to eDiscovery have and family achieve financial peace ation Women’s Collaborative Rising
been some of the largest, most expen- KATIE of mind. AVZ Wealth Management Professionals Group. She also acted
sive challenges for litigants, Cole said. provides the emotional and intellec- on the board of the Nassau County
“There are many trends that I have CONNORS tual support necessary to transform Woman’s Bar Association and served
my eye on for 2016, including the vary- complex choices into actionable finan- as the Nassau Chapter Delegate and
ing judicial interpretations of the pro- AIF ® , CFP ® cial solutions. The company under- representative for the Domestic Vio-
portionality language of FRCP 26(b) AVZ Wealth stands that life is filled with choices lence Committee at WBASNY.
(1) and the expanding trend of tech- Management and partners with its clients to make Cronin was recently honored by
nology-assisted review becoming more decisions. Its team works together as the Nassau County Women’s Bar As-
a necessity than a choice, given ev- financial advisors and CPAs to design sociation (NCWBA) with its Bessie
er-increasing data volumes and data Katie Connors AIF ® , CFP ® is a tax-optimized, comprehensive solu- Ray Geffner, Esq. Memorial Award.
review costs,” she said. “But the issue partner of AVZ Wealth Management, tions that account for every detail of The NCWBA Bessie Ray Geffner, Esq.
that particularly piques my interest LLC. Connors has more than 20 years its clients’ financial well-being. Memorial Award is presented annu-
is the benefits and pitfalls of ‘Bring of experience in financial planning. ally to an attorney who possesses a
Your Own Device (BYOD) v. Company She began her financial planning demonstrated interest in improving
Owned, Personally Enabled (COPE).’” career with Legg Mason, Inc., a re- the justice system, the professional-
This issue affects every company gional brokerage firm in Baltimore, ism of the bar and serving the com-
with employees who use mobile devic- Maryland. At Legg Mason, she helped CARA P. munity at large.
es for both personal and work purpos- develop their financial planning and Prior to joining Cronin & Cronin
es, Cole noted. “While BYOD raises asset allocation programs. CRONIN in 2011, Cronin worked in Washing-
security and manageability concerns Prior to joining AVZ in 1999, Con- Cronin & Cronin ton, D.C. at the National Republican
— including hackers, phishing scams, nors was manager of financial plan- Law Firm, PLLC Congressional Committee. She contin-
lost devices, etc. — COPE may be fi- ning for Chase Investment Services, ues to be involved in politics and has
nancially infeasible for many compa- Inc., a wholly-owned subsidiary of JP acted as a consultant to several state
nies,” she explained. “Irrespective of Morgan Chase. senate campaigns on Long Island.
whether a company embraces BYOD Promoted to partner in 2008, Con- Cara P. Cronin is a partner at Cro- Cronin is a member of the New
or COPE, there are critical issues nors’ expertise involves investment nin & Cronin Law Firm, PLLC in York State Bar Association, the New
companies must consider including planning and asset management. She Mineola. Cronin has extensive experi- York City Bar Association, the Nas-
who owns the device and who owns is responsible for managing client as- ence representing commercial proper- sau County Bar Association and
the data (and what happens to the sets, as well as providing other finan- ty owners in tax certiorari matters in the Suffolk County Bar Association.
data when the employee leaves the cial planning services such as retire- Nassau County, Suffolk County, New She earned a bachelor’s degree from
company); what data can be stored ment and estate planning, employee York City and upstate New York, in- Washington and Lee University and a
and shared on the device (does pure- benefit plans, and risk management. cluding Orange, Rockland, Dutchess, juris doctor from the Maurice A. Dean
ly personal email have any business AVZ Wealth Management is al- Putnam and Westchester counties. School of Law at Hofstra University.
being on COPE device?); and what is ways looking for ways to inform and There are a number of changes oc- Cronin & Cronin Law Firm, PLLC
the acceptable use of the mobile de- add value to its clients, Connors said. curring in the real estate industry im- specializes in tax certiorari, protest-
vice and who can control it?” “We have been very busy in the pacting the field of tax certiorari that ing the real property tax assessment
“Today, as we are all on our mobile area of qualified retirement plans,” warrant close monitoring, Cronin said. and condemnation for commercial
devices, often handling professional she noted. “With the increased re- “Trends in the market are critical properties throughout New York
and personal matters, these issues sponsibility and scrutiny related to factors in tax certiorari negotiations,” State. The attorneys of Cronin & Cro-
are likely to become increasingly rele- employer sponsored plans, we have she said. “One important trend is nin have extensive experience rep-
vant for businesses,” Cole said. been working proactively to help de- the significant shift in the retail real resenting prominent developers, na-
Cole is vice president of St. John’s termine if our clients’ or prospective estate market away from brick and tional tenants and many of the largest
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properties in New York State and are She frequently lectures, chairs age in both the East Meadow and Beth-
committed to obtaining positive re- professional seminars and publishes page offices. Most recently, she was pro-
sults for each and every client. articles on topics including pre-liti- moted to vice president in July 2016.
gation risk assessment, federal pre- There has been a shift in what it PATRICIA
emption of pharmaceutical labeling means to provide quality service, Da-
claims, defense of 501(k) medical de- Cruz noted. A. DARCEY
JUDI vices, Daubert issues, strategy in doc-
ument-intensive mass tort litigation,
“It is no longer about pleasantries
and expedience,” she said. “Our cus-
Southampton
Hospital
ABBOTT and other issues where law and sci-
ence intersect.
tomers are looking for solutions to
problems both for their families and
CURRY Curry has also authored and pub-
lished numerous articles, and has au-
their neighborhoods, they want to
know that we are invested in them
Harris Beach PLLC Patricia A. Darcey is chief nursing
thored or co-authored Harris Beach and the community we serve.” officer and vice president of patient
Legal Alerts. “NYCB is a good corporate citizen care services at Southampton Hospi-
Founded in 1856, Harris Beach is and neighbor and that means we listen tal in Southampton.
Judi Abbott Curry is a member of among the country’s top law firms as and do what we can,” Cruz said.  “We Darcey provides a scope of patient
Harris Beach PLLC, which has offic- ranked by The National Law Journal. offer financial products to serve their services include nursing, nurse re-
es in New York City and Uniondale. Harris Beach is among the 2016 BTI needs and we offer our time and tal- cruitment, nursing quality/education;
Curry is co-leader of the medical and Brand Elite law firms based on in- ent to make a difference. Whether it pharmacy; infection prevention; em-
life sciences industry team and practic- depth interviews conducted by BTI, is consulting with a customer in the ployee health; respiratory; and pallia-
es in the mass torts and industry-wide a leading legal industry consulting branch about their savings plans, tive care. She has partnered with the
litigation, as well as the construction group, of more than 600 corporate teaching financial literacy in schools, CEO to develop and nurture a rela-
and surety practice groups. She also counsel at the world’s largest and discussing fraud awareness at a senior tionship with patients and staff re-es-
serves on the nanotechnology industry most influential companies. center or fundraising for a local cause tablishing the community’s trust in
team. Curry is also a member of the Harris Beach and its subsidiaries – we are part of the local landscape the organization and has staffed key
firm’s e-discovery practice (e-info℠). provide a full range of legal and pro- because we are both bankers and good positions, promoted teamwork among
Recognized in New York Super Law- fessional services for clients across corporate citizens.” directors, and created an environment
yers in the category of class action/ New York state, as well as nationally “This year as co-chair of the Steps of information sharing with an em-
mass torts, her practice concentrates and internationally. Clients include for Humanity Walk, which takes phasis on transparency and organiza-
in areas of mass tort and complex Fortune 500 corporations, private- place in Eisenhower Park this Oc- tional goals.
product liability litigation involving ly-held companies, emerging busi- tober, I will work side-by-side with Among the many patient-centric
pharmaceuticals, medical devices, im- nesses, public sector entities, not-for- co-workers, neighbors and customers services Darcey has initiated include
plants, compounded medicines, biolog- profit organizations and individuals. for the common good – and besides the Implementation of Plan of Care
ics, over-the-counter drugs, solvents Principal industries Harris Beach it being a wonderful experience, it rounding in the ICU, which is a mul-
and other chemicals, mold, Legionella, represents include education, energy, builds relationships and makes a pos- tidisciplinary team (nursing, pharma-
pesticides, cosmetics, food, commercial financial, food and beverage, health itive impact on our community,” Cruz cy, respiratory, infection control and
and consumer household goods. care, insurance, manufacturing, explained. “Our customers expect PCRN) focusing on the daily plan of
Curry represents manufacturers, medical and life sciences, real estate more from us as a longstanding local care; and the development of a fully
distributors, contract manufacturing developers, and state and local gov- institution, and I think we have risen integrated approach to the prevention
organizations, retailers, chemical and ernments and authorities. The firm’s to the challenge.” of patient falls and harm from falls
raw ingredient suppliers and compa- over 200 lawyers practice in offices DaCruz has facilitated the bank’s resulting in a 32 percent reduction in
ny or independent sales representa- throughout New York state in Albany, participation and sponsorship of mul- falls and an 83 percent reduction in
tives in the life science industry. Buffalo, Ithaca, Melville, New York tiple community and charitable fund- patient harm. This resulted with an
She also represents hospitals, phy- City, Rochester, Saratoga Springs, raising events, most notably with invitation by IHI to become a mentor
sicians, medical practices, nurses, Syracuse, Uniondale and White Island Harvest. Currently, she is hospital in fall reduction strategies
physical therapists, pharmacists and Plains, as well as in New Haven, Con- co-chairman of the Habitat for Hu- for three years — and five years later
other healthcare providers in claims necticut and Newark, New Jersey. manity of Nassau County 2016 Steps Southampton Hospital continues to
of negligence, medical malpractice, for Humanity Walk-A-Thon. She has decrease patient falls.
hospital-based toxic exposures and been recognized for her community “Each day, we strive to be true to
medical device malfunctions. support including being named Busi- our patient-centric philosophy, always
“As an attorney representing the CYNTHIA ness Person of the Year in 2013 by the evaluating ways in which to improve
designers, manufacturers and distrib- Mineola Chamber of Commerce.
the patient experience,” Darcey said.
utors of FDA approved medical devic- DaCRUZ New York Community Bank was
“Several programs we initiated at
es, one issue that I am closely watch- New York established more than 150 years ago
Southampton Hospital give me tre-
ing involves the growing concern of Community Bank/ to meet the financial needs of those
mendous satisfaction.”
cyber security, particularly medical Roslyn Savings who lived and worked in New York
“In our Palliative Care service, the
devices that use software and are con- Bank City’s Queens County. Since then,
focus is to reduce the severity of dis-
nected (often wirelessly) to hospital NYCB has become part of the local
ease symptoms in order to relieve suf-
systems or the Internet,” Harvey said. landscape — across Long Island and
fering and improve quality of life,” she
“Medical device manufacturers Cynthia DaCruz is a vice president in hundreds of communities through-
explained. “This program has earned
must continually address cybersecurity and branch manager of Roslyn Savings out the five surrounding states.
The Joint Commissions’ Gold Seal of
risks to keep patients safe and deliver Bank, a division of New York Com- New York Community Bank’s Ro-
Approval twice for highest standards
optimum care,” she explained. “This munity Bank (NYCB). DaCruz is re- slyn Savings Bank Division has been
set by our interdisciplinary team.”
includes monitoring, identifying and sponsible for leading a team of 16. She serving Long Island since 1875. As
“We introduced NODA, the con-
addressing cybersecurity vulnerabili- employs team collaboration and focus- part of the NYCB Family of Banks it
cept that no one dies alone, a program
ties in medical devices once they have es on team development. She works provides customers with “the best in
comprised of community and hospital
strength, stability and service.” As a
entered the market and at all stages in closely with regional management to employees who volunteer time to be
the lifecycle of a device. Device manu- community bank committed to being a
help ensure adherence to the institu- with a patient at end of life,” Darcey
good corporate neighbor, Roslyn Sav-
facturers should incorporate controls in tion’s commitment to service and qual- said. “Our pet therapy program, Com-
ings Bank focuses on sound and ethi-
the design of a product to help prevent ity through a number of programs and passionate Canines/Fetch a Smile,
cal business practices, as it gives back
these risks of unauthorized use and projects that range from operational has grown to five handler/dog teams
in various ways to enhance the quali-
hacking, and add improvements during soundness to employee development. that bring comfort and smiles to pa-
ty of life in the communities it serves. 
maintenance of devices consistent with DaCruz has more than 16 years of tients and their families.”
the developing state-of-the-art, since experience in the banking industry. “Each of these programs is in place
the evolving nature of cyber threats She started working with New York to serve our patients, and we are
means risks may arise throughout a Community Bank when she joined the always attentive and open to ways
device’s entire lifecycle.” Roslyn Savings Branch team in Ros- to improve the patient experience,”
Curry is a member of the Defense lyn. During the nine years she spent Darcey noted.
Research Institute, the Claims and Lit- there, she received several promotions Prior to joining Southampton Hospi-
igation Management Alliance and is an to various management roles and in tal in 2006, Darcey served many years
officer and secretary of the New York 2009 was promoted to branch manag- in various health care management
State Bar Association Food, Drug, and er of the Mineola office. positions in other health care facilities.
Cosmetic Section. Curry is also certified In 2015, DaCruz was asked to ex- She earned a master’s degree in
in Legal Project Management. pand her role and transferred to man- health services management from
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in Women in Professional Services
New School University; a bachelor’s replaces it with a single comprehen- teractive collaborative environment. ing department as the primary con-
degree, cum laude, in nursing from sive five-step principle based model What may seem like a simple state- tact for internal audits, external fi-
Stony Brook University; and an as- for determining revenue recognition,” ment, keeps me challenged to make nancial audits and regulatory exams.
sociate’s degree in nursing from Defino said. “I work with clients to sure that we are always on the road to Information security continues to
Queensborough Community College. provide technical accounting advice, accomplishing our strategic plans and be an important topic in the banking
Darcey is the recipient of several including industry specific guidance, the programs we have in place.” sector, DiGangi said.
awards including the 2011 Top 10% as they work through the complexities “Whether it is – working with our “As consumers change the way they
HANYS Pinnacle Award: An Orga- of adopting this new standard.” CEO to seamlessly integrate a newly perform transactions due to advances
nizational Approach to Patient Flow; “Companies are currently prepar- merged firm; hiring a director of ca- in technology, financial institutions
the 2010 Top 10% HANYS Pinnacle ing for this new standard by deter- reer development and recruiting to must adapt their security measures
Award: Nursing Strategic Plan Built mining which goods and services they help with employee retention and to ensure their customers’ data is se-
Upon a Foundation of Patient Safe- offer represent distinct performance recruiting; hiring an IT director to cure,” she said. “Adding anti-skimming
ty; and a 2009 Patient Safety Award obligations under this new revenue enhance our IT infrastructure and devices on ATMs, and offering debit
Nassau/Suffolk Hospital Council (Fall standard, how revenue will be allocat- find solutions for our firm that takes and credit cards with added EMV chip
Prevention Program). ed to these performance obligations, full advantage of available technolo- card technology, are just some of the
An affiliate of Stony Brook Med- and the proper accounting methods gy; working with the various service technological investments being imple-
icine and accredited by the Joint for related contract costs,” she said. and niche practice groups to complete mented to prevent fraud. Resources re-
Commission, Southampton Hospital Defino serves as co-chair of the their strategic plans; communicating quired to maintain and improve infor-
offers a full range of inpatient and KPMG Network of Women for the and coordinating work flow between mation security, as well as risk man-
outpatient services. Key hospital de- Long Island office. our offices; planning for our NYC ex- agement efforts are significant. Finan-
partments include Jenny and John She also serves as the audit re- pansion – my eye has to be on accom- cial institutions are working to educate
Paulson Emergency, Ellen Herman- source management manager for the plishing tasks within a short period of consumers and are adding resources
son Breast Center, Center for Ad- Long Island office’s audit practice; time,” Devlopoulos said. to help them if they find themselves a
vanced Wound Healing, Ed & Phyllis serves as a performance manager to “We continually raise the bar for victim of fraud or identify theft.”
Davis Wellness Institute, Kathleen KPMG audit staff in KPMG’s People our own success and I am able to suc- “At Suffolk Federal, protecting our
D. Allen Maternity, ACR-accredited Management Leader program focus- ceed because of the strong operational members from fraud is a top priority,”
Radiology Department, Tick-Borne ing on personal mentoring, perfor- structure we have set up in the firm,” DiGangi noted. “The credit union offers
Disease Resource Center, and Labo- mance management and career devel- she explained. “The cohesive group both credit and debit cards for consum-
ratory. Additionally, 26 off-site facil- opment; a member of the KPMG Long that I work with has helped me meet er and business members with EMV
ities, including Meeting House Lane Island Athena Planning Committee; our firm goals and stay on course with chip card technology with enhanced
Medical Practice offices, Regional and has served as an instructor for our strategic plan for the future.” 24/7 fraud monitoring, which makes
Dialysis Center, the Shinnecock In- several local office training programs Devlopoulos earned a bachelor’s de- replicating or counterfeiting cards more
dian Health Clinic, Greenport Prena- for interns and new senior associates. gree in business administration from difficult than a magnetic strip alone.
tal Center, and the David E. Rogers She is also a member of the Long Is- Adelphi University. The credit union additionally offers its
MD Center for HIV/AIDS Care, serve land United Way Fund Allocation She is a member of the Association membership LifeLock® Identity Theft
communities on both North and Committee; a member of AICPA; and for Accounting Administration, the Protection which helps to safeguard
South Forks of Long Island. a member of NYSSCPA. Association for Accounting Marketing personal information and notify mem-
Defino earned a bachelor’s degree and the Public Relations Professionals bers if a potential threat is identified.”
in accounting and a master’s degree of Long Island. DiGangi joined Suffolk Federal in
in accounting from St. Johns Univer- Gettry Marcus CPA, P.C., a Top 2009 as its assistant controller. Prior
sity. She is a licensed CPA in New 200 firm nationally with offices in to joining Suffolk Federal, she was
JOANNE York and Connecticut.
KPMG LLP is the U.S. member
Woodbury, Long Island and New York
City, provides accounting, tax, and
employed as senior accountant at
NEFCU in Westbury. She earned a
DEFINO firm of KPMG International Cooper-
ative (“KPMG International”). KPMG
consulting services to commercial
businesses, high net worth individ-
bachelor’s degree in business adminis-
tration from Towson University and a
KPMG PLLC
International’s member firms have uals and various industries, which master’s degree in accounting from St.
174,000 professionals, including more include real estate and health care. John’s University.
than 9,000 partners, in 155 countries. The firm is noted for being one of the Suffolk Federal is a not-for-profit fi-
premier and most credentialed busi- nancial cooperative chartered in 1967
Joanne Defino is an audit senior ness valuation and litigation groups by the National Credit Union Admin-
manager in KPMG’s Metro New York in the New York area. Serving diverse istration. It is member-owned and gov-
Long Island office in Melville. Defino industries, Gettry Marcus and its ex- erned by a volunteer board of directors.
has more than 12 years of experience SANDRINA perienced, professional staff share The credit union has assets in excess
providing financial statement audit valuable insights into their clients’ of $1 billion, nine retail branches, and
and audit of internal control services
DEVLOPOULOS businesses. The firm has a deep un- over 55,000 members. Suffolk Federal
Gettry Marcus CPA, derstanding of their clients’ goals and Credit Union is a full service financial
to clients primarily in the industrial
P.C. problems and helps them attain the institution with low-cost products and
markets industry.
Defino has years of experience lead- vision they have for their company. services, and a history of providing “bet-
ing and coordinating audit teams on ter banking” for Long Island. It is open
large audit engagements with respon- to anyone who lives, works or worships
sibility for planning, execution, and Sandrina Devlopoulos is chief op- in Suffolk County, NY.
delivery of high quality audits. She has erating officer at Gettry Marcus CPA,
provided professional audit services to
large and mid-market multinational
P.C. As COO, Devlopoulos oversees all
day-to-day operational functions, as
ELIZABETH
companies in accordance with PCAOB well as working with various key mem- DiGANGI
requirements and U.S. GAAP.
She is currently the lead senior
bers of the firm on human resources
issues including staffing, scheduling
Suffolk Federal KRISTIE M.
manager for a Fortune 500 world
leading manufacturer and market-
and training. Much of her time is spent
strategizing firm goals with Practice
FONTANA
Jackson Lewis
er of quality skincare, makeup, fra- Group leaders. Devlopoulos also super-
grance and hair care products. Defino vises all IT and administrative staff, Elizabeth DiGangi is controller at
has extensive experience in serving and trains professional staff on compa- Suffolk Federal where she is respon-
public companies subject to the ac- ny policies and procedures. sible for ensuring the credit union is
counting and reporting rules and reg- Devlopoulos began her career at compliant in generally accepted ac- Kristie M. Fontana is an associate
ulations of the SEC and PCAOB. Gettry Marcus as the firm’s first full- counting principles and adherent to in the Melville office of Jackson Lewis
Defino is focused on helping her time director of marketing and was pro- governing rules and regulations. P.C. Fontana assists federal contrac-
audit clients with is the upcoming moted, in 2006, to director of marketing DiGangi oversees the production of tors in the preparation of affirmative
new revenue standard regarding re- & operations. She was again promoted financial reports delivered to Suffolk action plans and defends contractors
porting and recognizing revenue from to chief operating officer, in 2009. Federal’s board of directors and reg- against allegations of discrimination
customer contracts. “As chief operating officer of Gettry ulatory reports. She prepares the an- on the basis of race, color, religion,
“The new standard, which applies Marcus, an area I focus on, daily, is nual budget and strategic planning fi- sex, national origin, disability, and
across industries, eliminates in- implementation,” Devlopoulos said. nancial forecasts in collaboration with veteran status in connection with au-
dustry-specific revenue recognition “Our vision is to have a ‘Firm of the executive management. As controller, dits by the Office of Federal Contract
guidance under current GAAP and Future, Today’ operating in an in- DiGangi also represents the account- Compliance Programs (OFCCP) and
68 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Women in Professional Services
in related litigation brought on OF- laude, from Hofstra University. She is In light of the newly enacted De-
CCP’s behalf by the Solicitor’s Office admitted to the New York State Bar. fend Trade Secrets Act (DTSA), many
at the U.S. Department of Labor. She
also advises clients on compliance ANA In law school, Getiashvili was se-
nior notes & comments editor of the
business clients have asked for review
of their current, and not so current
with various state and federal laws
affecting the workplace, including
GETIASHVILI Hofstra Law Review, recipient of the
Gina Maria Escarce Memorial Award
employment agreements, consulting
agreements, confidentiality agree-
Meltzer Lippe
Title VII, Family and Medical Leave and authored the article “Safe Local- ments, non-competes and general con-
Goldstein &
Act, Americans with Disabilities Act, ities Through Cooperation: Why the tracts, Gillen said.
Breitstone, LLP
Age Discrimination in Employment Secure Communities Program Vio- “All employers would do well to do
Act, Fair Labor Standards Act and lates the Constitution.” the same, especially those in busi-
New York State and City laws. Meltzer Lippe is one of the largest nesses most vulnerable to misappro-
The OFCCP — the Department of Ana Getiashvili is an associate at law firms on Long Island. With offices priation of trade secrets and confiden-
Labor agency that is tasked with en- Meltzer Lippe Goldstein & Breitstone, in Mineola and Manhattan, the firm’s tial information such as software de-
forcing the affirmative action regula- LLP in Mineola. Getiashvili joined the practice encompasses all aspects of cor- velopment, technology, sales, the food
tions — has been particularly focused firm’s litigation and labor & employ- porate and business law, tax law, em- and hospitality industry, and myriad
recently on pay equity, Fontana said. ment practice groups in 2014. ployment and labor law, partnerships, others,” she said.
“In every compliance review, fed- Getiashvili assists employers on limited liability companies and joint “The DTSA protects business own-
eral contractors now must submit de- issues such as discrimination and sex- ventures, litigation, real estate, tax-ex- ers of trade secrets ‘related to prod-
tailed, individualized compensation ual harassment investigations, em- empt organizations, wills & trusts, es- ucts or services used in interstate or
data, including base salary, bonus, ployee leave, worker classification tate planning & administration, bank- foreign commerce’ by allowing them
commission, overtime, shift differen- and compensation practices, Form I-9 ruptcy, construction law, employee to bring a federal civil cause of ac-
tial, incentives, stock awards, etc.” compliance and background checks. benefits and executive compensation tion against employees, consultants
she said. “In the vast majority of She drafts and prepares employment and government relations and regula- and contractors who misappropriate
these compliance reviews, we are see- contracts and employer policies and tory affairs. company trade secrets or any other
ing OFCCP take a deep dive into this handbooks. She also assists in com- confidential information,” Gillen ex-
data. OFCCP’s in-house statisticians mercial litigation matters. plained. “The law also protects em-
analyze the data provided using var- Getiashvili is closely monitoring ployees under certain circumstances
ious statistical methods to determine wage and hour trends and develop- who report suspected misappropri-
whether there are any unexplained ments in the traditional labor law. MEGAN ation contained in a ‘whistleblow-
disparities in compensation. The er’ provision. The DTSA provides
agency often requests to interview
“In New York, minimum wage is
scheduled to increase to $15 per hour GILLEN far reaching remedies to companies
compensation managers to fully learn statewide, which along with the New Bond, Schoeneck whose trade secrets have been stolen
about the company’s pay practices.” York Paid Family Leave Law will sig- & King that go beyond ordinary damages by
“Following this trend, the Equal nificantly affect many employers,” she allowing exemplary damages, attor-
Employment Opportunity Commis- said. “The 2016-2017 New York State neys’ fees and aggressive seizure abil-
sion (EEOC) also recently proposed budget includes a plan to implement ity. However, those enhanced reme-
revisions to the EEO-1 report that the minimum wage increase over a two Megan Gillen is a member at the dies are only available if an employee
employers are required to submit an- to five year period, based on employer Garden City law firm of Bond, Schoe- or contractor has been given notice of
nually,” Fontana noted. “The proposed location and business size. Starting in neck & King. Gillen’s clients include the ‘whistleblower immunity’ provi-
report requires employers to report 2018, New Yorkers will also be able to small independent grocery store own- sions of the law. Without such notice,
W-2 earnings and ‘hours worked’ for take 12 weeks of paid family leave.” ers to a premier Long Island super- a victim of trade secret theft will not
its employees.” The National Labor Relations market chain; residential cooperative be able to recover the enhanced dam-
“In response to the government and Board has recently sharply departed corporations ranging from 30 units to ages available under the DTSA.”
media’s recent focus on pay equity, from its previous adjudications and over 200 units; an IT company that “Since the notice requirement only
many employers are engaging counsel has become increasingly protective provides state-of-the-art analytics and applies to agreements entered into or
to conduct privileged pay equity analy- of employee rights, she noted. “For security systems world-wide for large amended after the DTSA went into
ses before releasing any compensation example, the board’s decision in GVS retail chains; an international graphic effect (May 11, 2016), it is highly rec-
data to the government,” Fontana said. Properties LLC may have significant design firm, and numerous other com- ommended that employers have their
Fontana earned a bachelor’s degree repercussions for entities that pur- panies. She also represents individu- standard business and employment
from American University, and a juris chase certain properties in New York als in many areas of the law including agreements updated to take full ad-
doctor., cum laude, from Hofstra Uni- City in terms of their obligation to estate planning, probate proceedings vantage of the available remedies pro-
versity School of Law. recognize and bargain with the union and real estate. vided by this law,” Gillen advised.
While attending law school, Ms. Fon- representing the building service em- In the residential cooperative arena, Gillen earned a juris doctor, cum
tana was a member of the Advanced ployees, Getiashvili explained. “The she offers a wide range of services, laude, from St. John’s University
Research Committee and an Associate board’s decision in Browning-Ferris from resolving simple disputes be- School of Law and a B.F.A., magna cum
Editor of the Hofstra Law Review. She Industries also affects the businesses tween neighbors to preparing corpo- laude, from Texas Christian University.
was named to the Dean’s List for the that use, for example, contractors, in rate documents such as by-laws, pro- She is a member of the American Bar
Fall 2011, Spring 2012, Fall 2012 and that they now may be considered joint prietary lease amendments, sublease Association, New York State Bar Asso-
Spring 2013 semesters, and was the re- employers responsible for the unlaw- agreements, alteration agreements ciation, Nassau County Bar Association
cipient of the Jonathan Falk Memorial ful acts committed by the contractors and default notices. She negotiates and Suffolk County Bar Association.
Scholarship in 2011 and 2012. against their employees.” contracts with managing agents and With 270 lawyers and 11 offices,
Founded in 1958, Jackson Lewis “Employers need to closely monitor service providers for small and large Bond, Schoeneck & King (Bond) is a
is dedicated to representing manage- wage and hour and labor law develop- scale projects. Gillen also handles all full-service law firm counseling in-
ment exclusively in workplace law. ments, and adapt their business prac- aspects of co-op refinancing and acts dividuals, companies, not-for-profits
With 800 attorneys practicing in lo- tices and employee policies according- as transfer agent at individual unit and public sector entities in a wide
cations throughout the United States ly, including revising their employee closings. She regularly advises clients spectrum of practice areas. The Gar-
and Puerto Rico, Jackson Lewis is in- handbooks,” Getiashvili said. on changes in governmental require- den City office is one of nine in New
cluded in the AmLaw 100 and Global Prior to joining Meltzer Lippe, Ge- ments affecting boards such as notice York State.
100 rankings of law firms. The firm’s tiashvili was a legal intern for the Hof- obligations when denying an applicant Bond’s Garden City Office opened,
range of practice areas provides the stra University School of Law Political admission or the legality of companion in 2004, with a contingent of well-re-
resources to address every aspect of Asylum Clinic and a teaching assistant. dogs in No-Pet buildings. She also at- spected labor and employment attor-
the employer/employee relationship. Getiashvili founded the American tends annual shareholders meetings to neys primarily representing public sec-
Jackson Lewis is a leader in edu- Academy in Tbilisi Summer School in explain legal issues facing the coopera- tor clients. Today, the office has grown
cating employers about the laws of the Republic of Georgia by obtaining a tive on behalf of the board. to represent professionals, small and
equal opportunity and, as a firm, un- $64,000 grant from the United States For her corporate clients, Gillen large businesses, banking and finance,
derstands the importance of having Agency for International Development negotiates business contracts, employ- real estate and construction, health
a workforce that reflects the various (USAID), recruited 102 underpriv- ment agreements, and handles a va- care, higher education, high-tech, hos-
communities it serves. ileged children from city orphanag- riety of business transactions includ- pitality, manufacturing, municipali-
Jackson Lewis is a founding mem- es and Internally Displaced Person ing acquisitions, sales and complex ties, retail and transportation, as well
ber of L&E Global Employers’ Coun- camps and awarded them full educa- financing arrangements. She advises as numerous school districts and spe-
sel Worldwide, an alliance of premier tional scholarships. clients on labor and employment is- cial districts in labor matters.
employment law firms in Europe, Getiashvili earned a bachelor’s de- sues and counsels her clients on risk Its attorneys represent long term
North and South America and the gree, summa cum laude, from Simmons management matters and oversees all care providers in contract, commercial
Asia Pacific Region. College and a juris doctor, magna cum personal injury defense litigation. matters, employment law, and guard-
69 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Women in Professional Services
ianships. Its attorneys help clients section, and is a member of the Matri- explained. “Some clients are moving global public corporations and mid-
address general business and trans- monial Law Committee of the Nassau away from the broker-dealer business dle-market companies, as well as high
actional issues, education and health County Bar Association. due to these heightened reporting re- net worth individuals and family of-
care law, labor and employment, em- Abrams, Fensterman, Fensterman, quirements—we work with them and fices, not-for-profit organizations, and
ployee benefits, OSHA and immigra- Eisman, Formato, Ferrara & Wolf, give consulting advice to assist them, entrepreneurial ventures.
tion, intellectual property, regulatory LLP is one of the largest full service whether it’s in hiring personnel to
compliance, along with estate plan- law firms based on Long Island. With meet the requirements of provide in-
ning and probate proceedings. a focus on innovative solutions and sights about the differences and chang-
personalized service, the firm serves es in their reporting so they can more
clients throughout the New York met-
ropolitan area from offices in Long
easily adapt. It’s critical that, as finan-
cial professionals, we have the knowl-
STACEY
JILL GOFFER Island, New York City, Brooklyn; and
serves upstate New York from its
edge to deliver the services they need.”
Like many industries, cybersecuri-
L. GULICK
Abrams, Garfunkel Wild, P.C.
Rochester office. ty plays an increasing role in the best
Fensterman,
The firm is a leader in represent- practices of asset management and
Fensterman,
Eisman, Formato,
ing health care providers in all as- capital markets entities, she noted.
Ferrara & Wolf, LLP
pects of health care law, including “A lot of the regulatory compliance
hospitals, nursing homes, physicians, work we help our clients prepare for A partner at Garfunkel Wild, P.C.,
medical societies, dentists, podiatrists and perform is based on the threat of Stacey L. Gulick joined the firm in
and chiropractors. It also has widely a cybersecurity breach; for instance, 2001 and is a member of its health
Jill Goffer is an associate within recognized practices in the areas of where fraudulent emails are received care, HIPAA, health care information
Abrams, Fensterman, Fensterman, corporate and securities, mergers and by the client, seeking the transfer and technology, and compliance and
Eisman, Formato, Ferrara & Wolf, acquisitions, matrimonial and family of client funds,” Gottlieb said. “It’s white collar crime defense practice
LLP’s family law group in Lake law, and mental health law. much more beneficial to be prepared groups. Gulick is also co-chair of the
Success. She represents clients of The firm also has active practice for such a breach than to have to deal HIPAA compliance group.
high net worth in complex matrimo- areas in commercial litigation, estate with one after it’s occurred. Whether She has extensive experience in
nial matters. planning and administration, guard- the answer lies in having layers of health care administration, having
A matrimonial law issue Goffer is ianships, employment law, real estate, customer verification, encryption of worked as a medical staff coordinator,
keeping her eye on is the potential im- elder law, personal injury litigation, files and data —or both — we help risk manager and compliance officer
pact of a proposed bill in front of Con- and white-collar criminal defense. our clients prepare so they’re able for several years prior to becoming an
gress dealing with the division of mil- to limit the potential for such an at- attorney.
itary pensions upon divorce. “Specifi- tack and to minimize damage if one Gulick is heavily involved with
cally, Congress is proposing a uniform does occur—both for their clients and monitoring of the Office of Civil Rights
national procedure for dividing military
retirement pay upon the dissolution of
MELISSA themselves.”
Gottlieb is on the board of The
(OCR) HIPAA enforcement actions.
“Since the passage of the HITECH
a marriage regardless of the jurisdic-
tion of the particular divorce,” she said.
GOTTLIEB, Women’s Collaborative sponsored by
the Long Island Association: Rising
Act and the associated regulations,
the OCR enforcement actions have
“If passed, a federal law would now CPA Professionals Affinity Group where
events are sponsored for motivating
increased dramatically,” she said.
dictate the manner in which an asset EisnerAmper LLP “Such enforcement actions provide
is divided - an undertaking which has the next generation of rising profes- significant insight into how the OCR
always been the responsibility of state sionals. She spends time throughout interprets HIPAA and what issues the
courts and state statutes.” the year volunteering with Eisner- OCR is choosing to emphasize. De-
“Additionally, the enactment of Melissa Gottlieb, CPA, is a senior Amper Cares, the firm’s community spite certain guidance provided by the
such a law has the potential of af- audit manager in the financial ser- volunteer organization, specifically at OCR, there continues to be tremen-
fecting the manner in which litigants vices group at EisnerAmper LLP, Splashes of Hope, a non-profit organi- dous ambiguity regarding many of the
can freely enter into divorce settle- charged with helping to grow the zation based in Huntington. HIPAA requirements, including risk
ments because there is presently no firm’s financial services practice on Gottlieb earned a bachelor’s degree analyses, breach notification, mini-
deviating or ‘opting out’ provision in Long Island. With over 10 years of ex- in accounting from Syracuse Univer- mum necessary rules and oversight of
the proposed bill,” Goffer said. “This perience, Gottlieb provides accounting sity Whitman School of Management. business associates.”
would severely limit the rights of and auditing services to broker-deal- She is a member of the American In- “The information gleaned from the
parties who routinely agree to waive ers, asset management companies, stitute of Certified Public Accounts, as enforcement actions is very useful in
their respective right to one asset in private equity funds, hedge funds, well as the New York State Society of providing clients assistance with prior-
exchange for another, or conversely, and funds of funds. She is responsible Certified Public Accountants, where itizing implementation of their HIPAA
provide a spouse with more than he or for all phases of the audit function, she services as a member of the Stock compliance programs,” Gulick noted.
she is entitled to out of a retirement including planning, organization, su- Brokerage Committee. Gulick earned a bachelor’s degree
benefit to reduce other present finan- pervision, and review of the fieldwork. EisnerAmper LLP is one of the and a master’s degree in business ad-
cial obligations.” Gottlieb is also a member of the premier accounting, tax and advisory ministration and a master’s degree in
Goffer earned a juris doctor from firm’s audit staff committee, facili- firm in the U.S. and has had a signifi- health administration from the Uni-
Brooklyn Law School. While in law tates training and mentoring of staff, cant presence on Long Island for many versity of Pittsburgh. She earned a
school, she interned for the Honorable and is involved in the recruitment of years, serving the firm’s clients through juris doctor from St. John’s University
William Rigler, Supreme Court Jus- new employees. all stages of their corporate lives, from School of Law. She has published pa-
tice of Kings County where she earned Gottlieb works closely with clients entrepreneurial operations to mature pers in a number of professional trade
the Judge Barry Hurowitz Memorial on various financial and regulatory enterprises. Our practice is based on publications, including the Journal
Award for outstanding performance compliance matters. deploying the strengths of our 180 part- of the American College of Radiology,
by a judicial intern in the Supreme “Broker-dealers and investment ners and 1300 professionals across the the New Jersey Law Journal, Cor-
Courts of the State of New York. advisors face new and evolving regu- disciplines of audit, tax, and business porate Compliance Insights. She has
Since graduating from law school, latory and cybersecurity concerns on a advisory services as well as advisory also made numerous presentations at
Goffer has worked exclusively in the daily basis,” Gottlieb said. “Obviously, services in corporate finance, regulato- various conferences nationwide.
areas of matrimonial and family law. our world has changed. As such, there ry compliance, internal audit and risk Founded in 1980, Garfunkel Wild,
Prior to joining Abrams, Fenster- are an increasing number of regulato- management, litigation consulting and P.C. (GW) maintains one of the most
man, Fensterman, Eisman, Forma- ry bodies our clients are beholden to forensic accounting, royalty audit and active health care practices in the
to, Ferrara & Wolf, LLP, Goffer was including the PCAOB, as well as the contract compliance, information tech- Northeast, while also providing ser-
of counsel to a well-known Nassau SEC and other bodies that have been nology, and other professional services. vices to many non-health-related cli-
County law firm. Previously, she around for years. I help my clients EisnerAmper’s clients – from financial ents. Always at the forefront of feder-
headed the matrimonial department prepare for what can be very strident services entities to leading organiza- al and state developments, GW meets
at a mid-size Manhattan firm. third-party examinations, where pos- tions in technology, life sciences, health a full range of needs including stra-
Goffer is admitted to practice in the sible negative findings could lead to care, manufacturing and distribution, tegic planning, complex transactions,
State of New York. She was appointed onerous penalties or even the shut- professional services, real estate, con- exempt and taxable financing, white
to the executive matrimonial commit- down of the entity.” struction, sports and entertainment collar defense, litigation, fraud and
tee of the New York City Bar Associa- “There are new reporting require- and more — gain from our commitment abuse, estate planning, elder law, tax
tion and served on that committee for ments that must be met, and the con- to personalized service coupled with issues, real estate, licensing, capital
three years. She currently sits on the tinually changing environment cre- deep industry expertise. We work with formation, EPA/environmental is-
executive committee of the New York ates a series of steps our clients must enterprises as diverse as sophisticat- sues, health information technology,
State Bar Association, Family Law take to remain in business, Gottlieb ed financial institutions and start-ups, privacy & security and bankruptcy.
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GW maintains offices in Albany, NY; is transforming the layout and overall lumbia Presbyterian Medical Center as
Great Neck, NY; Hackensack, NJ; and space requirements of the typical work- a vice president, where she also benefit-
Stamford, CT. place,” she said. “Traditionally, ten- ed from consistent exposure to expand-
MARY ants leased office space averaging 250 ed administrative responsibilities.
square feet per person when calculat- Hennessey is inspired by the new
HAUPTMAN ing their requirements. Over time, this and expanding services at St. Fran-
Lamb & Barnosky, allocation has decreased significantly, cis Hospital.
MARA N. LLP with the average allocation declining by “In addition to the pioneering work
more than 100 square feet to an aver- we are doing in our Heart Valve Cen-
HARVEY age 100 – 150 square feet per employee. ter, our cardiac catheterization lab,
Lamb & Barnosky, Open floor plans, hoteling and other and cardiac surgery, St. Francis Hos-
LLP Mary Hauptman is founder and shared work space strategies are trends pital recently embarked on one of the
CEO of Hauptman Realty Corp., a contributing to the reduction in tenants’ largest expansions in its history,” Hen-
real estate organization headquar- space demands.” nessey said. “We marked the open-
tered in Melville. For more than two “In the retail landscape, consumers ing of a new Ambulatory Center that
decades, Hauptman has specialized are gravitating towards ‘lifestyle cen- houses our Cancer Institute at 2200
Mara N. Harvey is counsel at
in commercial property acquisition ters’ or destination facilities that offer Northern Boulevard in East Hills. This
Lamb & Barnosky, LLP in Melville.
and management. Her expertise and more than just the traditional shop- state-of-the-art facility offers top-notch
Harvey works in the firm’s trusts
broad experience includes oversee- ping experience,” Hauptman noted. care in a one-stop destination, provid-
and estates, education, labor and
ing the daily operations of Hauptman “These centers usually feel like a ‘city ing patients with the option of diagno-
municipal departments. She joined within a city’ offering patrons not sis and treatment under a single roof.
the firm as a summer associate in Realty, with holdings on Long Island
and in southwest Florida. The firm’s only upscale national-chain specialty This expansion is in response to the
2002. stores, but additional leisure ameni- growing demand for our highly-rated
properties include Harbourview Shop-
In the area of education law, Har- ties such as restaurants, entertain- non-cardiac programs.”
pes in Roslyn, 535 Broad Hollow Road
vey is concentrating on making sure ment, and an upgraded architectural “Cancer treatments and orthopedic
in Melville, and several condomini-
school districts are in compliance to ambiance including street furniture surgeries have grown exponentially
ums in Panama City Beach.
revisions in residency requirements. conducive to casual browsing.” at St. Francis over the past few years,
A respected member of the commer-
“Over the past year or so there cial real estate community, Hauptman Hauptman is president of the Long thanks in part to patients who have
has been an increase in the amount has devoted her career to creating cen- Island Center for Business and Profes- received high-quality cardiac care and
of undocumented youths in school ters of excellence in multiple markets. sional Women (LICBPW). The LICB- trust our reputation for offering the
districts in Long Island,” Harvey Prior to Hauptman’s purchase of Har- PW is a nonprofit organization devoted most comprehensive, compassionate
said. “That has created issues in- bourview Shoppes, a luxury shopping to advancing women’s equal partici- treatment for complex conditions,”
volving registration for some school center in Roslyn’s historic district, the pation, leadership and employment in she said. “We look forward to further
districts. The Commissioner’s reg- property’s developers were in danger business, industry and the professions. expanding our capabilities at our new
ulations have been revised to try of losing the center due to financial She is also one of 1,800 members of the Ambulatory Center in the very near
to address some of the issues. The stress. Convinced that the center — Women Presidents’ Organization, a future with the opening of St. Francis
Attorney General’s Office, as well which was almost completely vacant nonprofit membership organization for Radiation Oncology. This will allow
as New York State Education De- — offered significant financial upside, women presidents of multimillion-dol- patients undergoing radiation and
partment, have been investigating Hauptman acquired Harbourview lar companies. chemotherapy to receive both treat-
and requiring revisions to school dis- Shoppes, in1992, and attracted ten- Hauptman Realty Corporation, ments at a single location.”
ants including renowned restaurants, is a commercial real estate manage- “Plans are also under way for an
trict’s residency paperwork.”
spas, and other upscale establishments ment and investment company with ambulatory surgery center, enabling
“I have been working with these
to the property. Today, Harbourview holdings in New York and Southwest patients with certain procedures to
offices to ensure that our school dis-
Shoppes is among the most sought Florida. The firm’s properties include go home the very same day,” Hen-
tricts are in compliance with the law Harbourview Shoppes in Roslyn, 535 nessey noted.
involving residency,” Harvey said. after location in Roslyn’s historic dis-
trict. The center has returned to prof- Broad Hollow Road in Melville, and Hennessey is member of the Amer-
Harvey is co-chair of the Edu- several condominiums in Panama City ican College of Healthcare Executives.
itability and enjoys public recognition
cation Law Committee of the Suf- Beach, Florida. She earned an MBA with a special-
for its beautiful architecture and pres-
folk County Bar Association. She ty in management from Manhattan
tigious setting.
has lectured on education law is- College and an MPA with a focus in
In 1997, Hauptman acquired 535
sues at conferences sponsored by the Broad Hollow Road in Melville. She health care from Pace University.
Nassau and Suffolk Academies of undertook a series of remodeling proj- RUTH Catholic Health Services of Long
Law, as well as the New York State ects that transformed the industrial Island (CHS) is an integrated health
School Attorneys Association. complex into a Class A office building. HENNESSEY care delivery system with some of
Harvey earned a bachelor’s de- Today, 535 Broad Hollow Road has a Catholic Health the region’s finest health and human
gree in accounting from Binghamton well-deserved reputation for being a Services of Long services agencies. CHS includes six
University and a law juris doctor, “go-to“ professional office building for Island/St. Francis hospitals, three skilled nursing facili-
magna cum laude, from Syracuse starting or growing a business in the Hospital ties, a regional home nursing service,
University College of Law where she highly-recognized Melville area. Rep- hospice and a multiservice, communi-
was Notes and Comments Editor of resentative of the caliber of Haupt- ty-based agency for persons with spe-
the Law Review and a member of man’s distinguished clients are Stan- Ruth Hennessey is executive vice cial needs. Under the sponsorship of
Phi Alpha Delta and the Order of dard and Poor’s and New York Rising. president and chief administrative the Diocese of Rockville Centre, CHS
the Coif. She is admitted to practice Hauptman has recently expanded officer for St. Francis Hospital, The serves hundreds of thousands of Long
in New York State. her holdings to include several con- Heart Center ® in Roslyn. St. Fran- Islanders each year, providing care
Lamb & Barnosky is a full-service dominiums at Aqua in Panama City cis Hospital is a member of Catholic that extends from the beginning of life
Beach, Florida. The newly-developed Health Services of Long Island and is to helping people live their final years
law firm representing a wide vari-
tourist hotspot boasts a private beach New York’s only specialty designated in comfort, grace and dignity.
ety of corporate, municipal and in-
dividual clients. Since the firm was – known for its emerald green waters cardiac center and a nationally rec-
founded in 1981, the firm has an AV – and many other luxurious amenities. ognized leader in the diagnosis, treat-
Aqua is located directly adjacent to ment, and prevention of heart dis-
rating from Martindale-Hubbell, the
nationally recognized legal directo-
Pier Park, a new shopping and enter- ease. The hospital also offers top-rat- DR.
tainment destination developed and ed non-cardiac programs, including
ry, for the highest standard of legal
owned by Simon Property Group, L.P. oncology, orthopedics, and GI surgery. VERONICA
ability and professional standards of
Hauptman continues to distinguish Hennessey’s experience spans the
conduct and ethics. It has also been herself through innovative solutions health care industry for more than HENRY
named to the National Register of that not only respond to market de- 30 years. Prior to her position at St. Farmingdale
Preeminent Lawyers. mands but anticipate change. She is Francis, she was senior vice presi- State College
Its practice areas include bank- presently developing a strategy for dent for administration at Beth Isra-
ing; real estate; taxation; corporate acquiring additional commercial space el Medical Center with operating re-
mergers and acquisitions; education; and plans to pursue new opportuni- sponsibility at three locations, taking Dr. Veronica Henry is chief diversity
labor and employment; municipal; ties in the future. on progressive levels of responsibility officer and executive assistant to the
health care; intellectual property, Hauptman keeps well-informed with during her tenure. president at Farmingdale State College.
land use, planning, environmental trends in the industry. “The declining Her experience also includes 10 Among Dr. Henry’s contributions to
and zoning; and trusts and estates. allocation in square feet per employee years at The Presbyterian Hospital, Co- higher education on Long Island, she
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in Women in Professional Services
is the creator, leader and facilitator of ogy (with almost 8,700 students), FSC all Powerlifting national tourna- that include dentistry, podiatry, cardi-
the Farmingdale State College STEM equips students with the resources and ments annually. ology, psychiatry and psychiatry.
Diversity Roundtable Conversations knowledge sought by today’s emerging As the high performance manager Residential settings are designed
and Summit Program. The group was industries. Offering bachelor and as- for USA Paralympic Powerlifting, one to promote independence, individuali-
formed to advance diversity in Science, sociate degrees, FSC will soon offer its of the issues Hodge has been focusing ty and choice. In the agency’s 48-per-
Technology, Engineering and Mathe- first graduate program. on has been the recruitment of more son ICF (intermediate care facility),
matics (STEM) education through col- At FSC, students learn in small, female coaches and athletes. 24-hour nursing ensures expert and
laboration and community. She is a personalized classes and have abun- “Women only started competing prompt response to residents. In
life-long advocate of programs aimed dant opportunities for applied learn- in this sport internationally in 1998,” smaller homes, individuals establish
at supporting college-bound minori- ing—internships, clinical training, Hodge noted. “At that time there were their own schedules and utilize com-
ty students. Recently, she secured a and guided research—that provide six female athletes and two female munity services, accordingly.
grant from Verizon Foundation that practical instruction and personal coaches in the United States. In all this
provided an afterschool coding pro- growth. Located an hour east of Man- time, that number has not grown as
gram for middle school students at hattan, the campus offers residential powerlifting has predominantly been
Wyandanch Public Schools. halls, a 380-acre campus undergoing viewed as a male dominated sport.”
Dr. Henry is working in collabora- major renovation, and a highly suc- “My goal has always been to be a LYNN
tion with a Farmingdale State College cessful NCAA Division III athletics role model and show other women
student to form The Rise Program, a program with modern facilities to that they can make a mark for them- JOHNSON
think tank-type educational platform make FSC one of the fastest-growing selves in this sport,” Hodge said. “I Stony Brook
where students will have an oppor- colleges in the region. In addition, in travel the country running various University
tunity to engage in positive dialogue 2015, 2014 and 2013, FSC was listed clinics/camps/tournaments and this
around social issues and tension. one of the best colleges in the North serves to educate both athletes and
“The Rise Program will include a and in 2013 FSC was the only SUNY coaches. As I have risen through the
network of campuses to host work- school (and the only LI school) listed ranks from coach to head coach to Lynn Johnson is Vice President
shops, panel discussions, guest speak- in the LEAST debt category in the high performance manager, I feel for Human Resources for State and
ers, and festivals (Rise Rallies) in section titled Student Debt Load at even more obligated to ensure women Research Foundation employees
order to promote awareness of diver- Graduation for regional colleges in have a role in our sport.” working on the Stony Brook Uni-
sity, social issues, and resources,” she the north. In 2015, UniversityPrime- “I’m excited to see what the future versity West Campus, in the Health
said. “This will educate community Time.com again listed FSC the fifth holds for the sport of powerlifting and Sciences Center, at Stony Brook
members and empower everyone to safest college in the nation. will continue to cultivate and train Manhattan and Stony Brook South-
learn to become more tolerant of each athletes and coaches,” she said. ampton and at the Research & De-
other’s differences.” Hodge has years of experience velopment Park. Johnson also has
By incorporating local school dis- as a team leader and coach, includ- oversight of the labor relations func-
tricts for day-time programming, and
adults for late-night discussions, The
MARY C. ing assistant coach for the UPCN
Thunderbolts; assistant coach of
tions for Research Foundation and
state employees in those same areas.
Rise Program will help to make a
more pro-active community instead of
HODGE 1998 World Powerlifting Champion-
ships in Dubai, Saudi Arabia; assis-
In this position, she is also payroll offi-
cer for the entire campus and oversees
Cerebral Palsy
a re-active one, Dr. Henry noted. Association of tant coach of 1999 Southern Cross payroll services for more than 14,000
“The Rise Program is a cam- Nassau County, Inc. Multi-disability Championships in employees at Stony Brook University.
pus-wide program through the office Australia; assistant coach of 2000 She has a major role in the Operation-
of Diversity, Equity and Inclusion, U.S. Paralympic Team (Powerlifting) al Excellence initiative of Project 50
which bridges the college/university - Sydney, Australia; and head coach Forward; is a member of the Steering
communities with the Long Island Mary C. Hodge is a coordinator in of 2001 - Powerlifting for CP-ISRA Committee for Equity, Inclusion and
and greater New York State commu- the Day Habilitation Program at the Nottingham Games. She has also Diversity; and participates in the cam-
nities,” she said. Cerebral Palsy Association of Nassau been a team leader. pus Budget Working Group.
Dr. Henry was director of Project County, Inc. (CP Nassau) in Roosevelt, As a coordinator in the Day Habil- Johnson has been an integral mem-
CARE, a program funded by a Dwight which is a community outreach pro- itation Program, which is part of the ber of the Stony Brook University
D. Eisenhower grant, State Education gram where trained and qualified indi- Adult Day Services program at CP community for more than 20 years,
Department. The program provided af- viduals with developmental disabilities Nassau, Hodge serves as manager for serving in various management po-
ter-school tutoring for students, as well provide local not-for-profit business- Program without Walls, where adults sitions while participating in both
as a summer institute in mathematics, es with community service. Hodge is with developmental disabilities do vol- university and statewide committees
science, college-survival skills, and tech- also head coach of the Nassau Thun- unteer work in the community. The for the Research Foundation and
nology at Farmingdale State College. derbolts Sports Team at CP Nassau. participants assist in nursing homes, SUNY. In 2000, she became director
Before joining the faculty at She is also a member of the USA Boc- soup kitchens, Meals on Wheels, li- of human resource services at Stony
Farmingdale, Dr. Henry held various cia subcommittee to the board of direc- braries, horticultural sites and ani- Brook, and in 2012 was named vice
positions, including clinical and ad- tors and high performance manger of mal shelters, as well as community president for human resource ser-
ministrative coordinator of Antihyper- USA Para Powerlifting. businesses as active members of their vices. During her tenure, she has been
tensive Research Studies; nurse edu- Head coach of the organization’s neighborhoods. Through volunteerism responsible for directing the develop-
cator at the Veterans’ Administration highly regarded sports team, The the “Day Habbers” work on skills and ment of online human resources and
Medical Center; and health education Nassau Thunderbolts, since 1992, appropriate behavior and are proud to payroll services, co-authored the Fac-
consultant at Blue Cross/Blue Shield Hodge is responsible for scheduling, able to give back to society instead of ulty & Staff Digest and opened a sat-
of Greater New York. She served as implementing and evaluating practice always having things done for them. ellite human resource services office
investigator for the National Faith- sessions for various sports for team of Hodge is a graduate of Molloy Col- on the Stony Brook Medicine campus.
Based and National Community 15 athletes with disabilities; making lege and earned a master’s degree The world of human resources is
Cardiovascular Disease Prevention arrangements for all competitions in- from Hofstra University. She is a one of change and opportunity, John-
Programs for High Risk Women, a cluding housing, funding, scheduling member of AAPTE — the personal son said.
partnership between the University of and registration; responsible for fund- trainers association. “The fast pace of today’s rapidly
California, Davis and The Links, Inc. raising, maintaining budget, ordering Cerebral Palsy Association of Nas- changing technology provides both
Dr. Henry is a Farmingdale alum- equipment, public relations, liaison sau County Inc. was established in an opportunity and a challenge for
na, where she earned an associate de- with agency management and gen- 1948 as a small, outpatient health human resource professionals who
gree in applied science. She also holds a eral business dealings of the team; clinic by parents who wanted a bet- must remain tuned in to technolo-
bachelor’s degree in nursing and a mas- and initiating new ideas for the team ter life for their children. Over six gy trends and tools; be able to up-
ter’s degree from Stony Brook Univer- including development of team name, decades later, CP Nassau has earned grade systems to support and improve
sity; a master’s degree in nursing from logo, new funding options and addi- distinction as one of the nation’s pre- workplace practices; analyze data to
Adelphi University; and doctor of ed- tion of Boccia as a team sport. eminent non-profit healthcare agen- meet workplace planning needs; and
ucation degree from Teachers College, A high performance manager cies. Over 300 adults are provided explore different platforms for opti-
Columbia University. She also earned since 2003, Hodge is responsible for various types of day programs de- mal avenues of communication with
a Professional Certificate from Harvard scheduling and implementing train- signed and tailored to their needs. employees,” she said. “We are called
Graduate School of Education. ing camps and competitions; recruit- The school at CP Nassau, known upon to be watchful and responsive
Farmingdale State College (FSC) ing and training coaches in the IPC as the Children’s Learning Center, to the constantly evolving legal land-
prepares students with the education, rules; coordinating with US Paralym- provides special education for early scape — to be cognizant of the dic-
skills, and critical thinking needed to pic representative budget for Power- intervention, preschool and school- tates of the Affordable Care Act, to
meet tomorrow’s challenges. As the lifting each year; and coordinating age children. Medical services include guide employees and management
largest of SUNY’s colleges of technol- with US Paralympic representative primary care and a host of specialties through the changes resulting from
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in Women in Professional Services
revisions to the Fair Labor Standards of $4.65 billion, generating nearly “Whether I am representing a CEO addition to dedicated nurses, we are
Act, and to be compliant with ADA 60,000 jobs, and accounts for near- of a major corporation, a mom & pop fortunate to have a nurse practitioner,
and FMLA, to name but a few.” ly 4 percent of all economic activity small business, or an individual, I help a clinical pharmacist, a case manager
“Employees are one of an orga- in Nassau and Suffolk counties, and to ease their fears by explaining in and a social worker on our team of
nization’s largest investments, and roughly 7.5 percent of total jobs in straightforward terms how the tax pro- caring professionals. We make daily
we must value and promote the rich- Suffolk County. cess works, the various avenues and rounds and include the patient in the
ness of a diverse workplace,” Johnson strategies that will address their tax plan of care. Since we initiated this
noted. “Appreciating a multigenera- case, their rights, their obligations, and program, we have seen an increase in
tional workforce, we must be avail- what to expect at every turn,” Kazenoff our patient satisfaction scores.”
able to answer questions from retiring noted. “They know I will be a strong “All the caregivers on 5 South, in-
Baby Boomers while shepherding the LAURIE B. advocate for them. I communicate with cluding secretaries, housekeeping
career development of our Gen X em- clients directly regularly to explain staff and nursing assistants, are com-
ployees, and be responsive to Millen- KAZENOFF every step, to consult with them, inform mitted to providing quality patient
nials, who show us new perspectives Moritt Hock & them, and advise them. This helps not care every day,” Keegan explained. “I
on careers and work-life balance.” Hamroff LLP only to resolve their past tax liabilities value the contributions of each mem-
“Throughout, human resources re- but also helps to get them into current ber of our team and I am there to help
mains a resource for management, and future compliance so that they can them provide the best possible care to
serving as a strategic partner in many rest easy going forward.” our patients.”
key decisions, and is available to Laurie B. Kazenoff is a partner at Kazenoff is admitted to practice in Keegan earned a bachelor’s degree
employees seeking information on a Moritt Hock & Hamroff LLP in Garden New York, New Jersey and Pennsyl- in nursing from Adelphi University
range of questions, from benefits and City. Kazenoff has more than 30 years vania. She is also admitted before the and is currently enrolled in an MS
wellness to career development and of experience in tax controversy as a United States Tax Court and the Fed- nursing program through Walden
workplace concerns,” Johnson said. senior attorney with IRS Chief Counsel eral Court of Claims. University.
When Brookhaven Science Associ- litigating before the U.S. Tax Court; She earned an LL.M (Taxation) She was nominated for the Hun-
ates (BSA) was formed as a partner- as an estate tax attorney with the IRS from Temple University, Beasley tington Hospital Nurse of Excellence
ship between Stony Brook University Estate and Gift Tax Division; as a se- School of Law; a juris doctor from award in 2016 and the 5 South team
and Battelle Memorial Institute to nior manager in tax controversy for a Temple University, Beasley School was nominated for Northwell Health’s
manage Brookhaven National Labo- nationally ranked accounting firm; and of Law; and a bachelor’s degree from President’s award for teamwork.
ratory (BNL) on behalf of the Depart- as an attorney in private practice. University of Pennsylvania. Established in 1916, Huntington
ment of Energy, Johnson was also an The scope of her practice includes Kazenoff is a member of the tax- Hospital is a full-service, 408-bed,
important member of the team re- tax controversies involving the Inter- ation committees of the New York nonprofit community hospital serving
sponsible for transitioning approxi- nal Revenue Service and New York State, Nassau County and Suffolk Huntington Township and the sur-
mately 3,000 BNL employees to BSA. State Department of Taxation on County Bar Associations. She is also a rounding communities. Huntington
Prior to joining Stony Brook, she behalf of individuals, estates, part- member of the Association of Certified Hospital has been a member of North-
worked for three separate local edu- nerships, and corporations, including Fraud Examiners. well Health since 1994, and shares
cation authorities in England. She is representation of clients before the Moritt Hock & Hamroff LLP, es- the system’s vision of being a preem-
a graduate of Hull University in Hull, Examination, Appeals, and Collec- tablished in 1980, is a full-service, inent healthcare delivery system in
England, with a Joint Honours degree tion Divisions, litigation in United AV-rated commercial law practice the tradition of excellence and the
in English and Latin Literature. States Tax Court, and Federal Court with offices on Long Island and Man- embodiment of community values and
Part of the State University of New of Claims. She handles all types of is- hattan. The firm’s practice areas in- human dignity.
York system, Stony Brook University sues including payroll tax and respon- clude: alternative dispute resolution,
encompasses 200 buildings on 1,450 sible person assessments, employee/ commercial foreclosure, commercial
acres. Since welcoming its first incom- independent contractor issues, New lending & finance, construction &
ing class in 1957, the university has York State residency, and sales & use surety, copyrights, trademarks & li-
grown tremendously, now with more tax issues. Kazenoff also represents censing, corporate & securities, cred- ELLEN
than 25,000 students and 2,500 facul- clients before the IRS and NYS Col- itors’ rights & bankruptcy, cyberse-
ty. Its membership in the prestigious lection Divisions including collection curity, employment, equipment & KESSLER
Association of American Universities due process appeals and equivalency transportation leasing and finance, Ruskin Moscou
(AAU) places Stony Brook among the hearings, addressing IRS notices of healthcare, landlord & tenant, litiga- Faltischek, P.C.
top 62 research institutions in North lien, levies, New York State warrants, tion, marketing, advertising & pro-
America. U.S. News & World Report New York State license suspensions motions, not-for-profit, patents, real
ranks Stony Brook among the top due to tax assessments, responsible estate, tax, and trusts & estates.
100 universities in the nation and top person and sales tax audits and as- Ellen Kessler is a partner at Ruskin
40 public universities, and Kiplinger sessments, negotiation of settlements Moscou Faltischek , P.C. in Uniondale,
names it one of the 35 best values in including offers in compromise, in- where she is a member of the firm’s
public colleges. One of four University stallment agreements and penalty health law department, bringing spe-
Center campuses in the SUNY system, abatements. Her subspecialties in- ELEANOR cial expertise as both an experienced
Stony Brook is on the management clude estate and gift tax issues and attorney and a registered nurse.
team of Brookhaven National Labora- pension plan qualification issues. KEEGAN, RN Kessler concentrates her practice
tory, putting it in an elite group of uni- Kazenoff’s clients include high pro- Huntington in the area of health law. She assists
versities that run federal research and file and high net worth individuals, Hospital clients in structuring business rela-
development laboratories. The Center corporations, partnerships and other tionships and transactions to comply
for World University Rankings places entities in investment banking, law, with federal and state laws includ-
Stony Brook in the top 1 percent of real estate, engineering, architecture, ing self-referral, anti-kickback and
institutions worldwide. It is one of only medicine, entertainment, fashion, Eleanor Keegan, RN, is the nurse professional misconduct statutes. She
10 universities nationwide recognized media, construction, manufacturing, manager of Huntington Hospital’s 5 regularly counsels health care clients
by the National Science Foundation for sports and technology. South unit, a position she has held on mergers, acquisitions and estab-
combining research with undergradu- Her wealth of experience is a great since 2014. Keegan was previously lishment of professional practices,
ate education. benefit to those who seek guidance. assistant nurse manager of the unit employment and professional service
As the largest single-site employ- “After practicing in my specialty starting in 2010. relationships, establishment of man-
er on Long Island, Stony Brook is a of tax controversy for over 30 years, Keegan has worked at Huntington agement service organizations and
driving force of the regional econo- including close to 8 years with the Hospital, which is a member of North- their relationships with health care
my, with an annual economic impact IRS, I can boil it down to this: I am a well Health, for more than 20 years. providers, establishment and trans-
calming and steady influence on my She is certified by the American Nurs- fers of Article 28 and Article 36 facil-
clients,” Kazenoff said. “The IRS and es Credentialing Center in gerontology ities, HIPAA compliance, and regula-
LIBN’S DAILY NEWS ALERT IS FREE. NYS taxing authorities are the best and medical surgical nursing. Keegan tory and professional licensure issues
collectors in the world. It is a complex is part of the high potential program under state and federal law.
and intimidating process— and many that is sponsored by Northwell Health. She also advises clients on employ-
times scary — to someone who is un- “In March 2015, Huntington Hos- ment agreements, shareholder and
familiar with the inner workings of pital initiated a program in 5 South partnership agreements, management
these government agencies. Now with where we have a hospitalist — a phy- agreements, and professional service
budget cuts affecting IRS and NYS sician who cares for the patient during agreements. Her health care clients
libn.com staffing, it is harder than ever to navi-
gate the system.”
their hospitalization — specifically
stationed on our unit,” she said. “In
have included hospitals, long-term care
facilities, home health care agencies,
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in Women in Professional Services
management services organizations, health law matters, including the ally, Ms. Kessler is a member of the Regional Commercial Banking Office
independent practice associations, phy- Stark Law, New York’s I-STOP Pre- New York State Bar Association and a (RCBO) increasing Wells Fargo’s rel-
sicians, dentists, chiropractors, podia- scription Monitoring Program Law, member of its Health Law section. evancy to prospective customers and
trists, physical therapists, nurses and and the Surprise Medical Bill Law. For more than 48 years, Ruskin position the RCBO, leadership and
other health care practitioners.  She has also authored chapters for Moscou Faltischek P.C. has built a product partners for new business op-
There are a number of trends in the Legal Manual for New York Phy- reputation as one of the region’s lead- portunities through calling efforts, con-
the health law area that have been re- sicians, a collaboration between the ing providers of innovative legal ser- tact marketing strategies and delivery
ceiving a good deal of attention lately, New York State Bar Association and vices. Its attorneys are practical, expe- of value-added ideas.
Kessler said. the Medical Society of the State of rienced advocates who measure their “In 2015, each of the RCBOs was
“One of these is the trend for physi- New York, which is a valuable re- success by their clients’ success. Cor- asked to develop a marketing list
cians and other practitioners to leave source to physicians on the many nerstone groups in all major practice within RV of women-owned/led busi-
their small privately owned practices legal and regulatory requirements areas of the law are represented at the nesses,” Kielawa said. “To reach our
and join hospitals or large groups,” she that affect the practice of medicine. firm, including corporate & securities, goal, in 2016, we will implement a
said. “This is happening in large part Kessler attended Hofstra Univer- financial services, commercial litiga- focused strategy to specifically target
because it is difficult for small practic- sity School of Law (J.D., with distinc- tion, intellectual property, health care, this market through on-going calling
es to survive in the current health care tion); Teachers College, Columbia real estate, employment, cybersecurity efforts, blitzing, dimensional mailers
market that is controlled by the health University (M.A.); SUNY Downstate and data privacy, energy, and trusts & and events geared toward women.”
insurance industry and governmental Medical Center College of Nursing estates. Clients include large and mid- Kielawa also develops sales strate-
payors. Practitioners need to be prop- (B.S., summa cum laude). sized corporations, privately held busi- gies and leads marketing efforts. She
erly counseled and protected as they Prior to her career in law, Kessler nesses, institutions and individuals. assists with the sales process; includ-
enter into these new relationships.” had a distinguished career in nurs- ing sourcing prospects, schedules
Another issue that is receiving atten- ing and nursing education at various initial contact and creates pursuit
tion is the prescribing of controlled sub- New York hospitals. At law school, strategy while identifying the op-
stances by physicians, Kessler noted. she served as a member of the Hof- portunities to help with the overall
“There seems to be increased scru- stra Law Review, as coordinator of PATRICIA management of new customer acqui-
tiny by regulators of the prescribing the Law Review’s Topic Research and sition. She also helps in initiating
practices by physicians, and physicians Development program, and as a Moot KIELAWA and advancing new business transac-
need to be counseled on proper ap- Court Judge. After law school, she Wells Fargo Bank, tion throughout all diverse wholesale
proaches to deal with such scrutiny,” served as law clerk to Judge Jacob N.A. channels within the bank.
she said. “This heightened focus seems Mishler in the United States District Kielawa enjoys meeting business
to be a response to the increased use Court for the Eastern District of New owners and influencers on Long Is-
of controlled substances in our soci- York. In 2009, Kessler was installed land. “I find learning about their busi-
ety. I try to help protect the interests as a director of the Nassau County Patricia Kielawa is a regional sales ness and how they got started very in-
of health care providers as they navi- Bar Association for a three-year term. manager at Wells Fargo Bank, N.A. As teresting,” she explained. “When I can
gate through many difficult issues.” She is a member of the Associa- a regional sales manager with Wells offer new products or services that will
Kessler was selected to the 2015 tion’s Hospital & Health Law Com- Fargo’s Commercial Banking Long Is- help with efficiency or introduce an in-
New York Super Lawyers list. She mittee for which she has served as a land office in Melville, Kielawa focuses ternal partner that can show them an
has written and lectured on various past chair and vice-chair. Addition- on creating sales opportunity for the innovative solution to increase produc-
74 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Women in Professional Services
tivity or save the company money I feel “Most Admired” among the world’s ment of deposit, loan, and cash man- Committee and a long time organizer
like I have succeeded.” largest banks by Fortune  magazine, agement services through its 19 bank- and judge of the annual Moot Court
Well-respected in her field, Kiela- and “Best U.S. Bank” by The Bank- ing offices located in Queens, Brooklyn, competition among area law schools.
wa is a responsive and results-driven er  magazine. Additionally, Wells Manhattan and Nassau County. Korth was also appointed to serve
commercial banking professional spe- Fargo was named among the 50 most Flushing Bank’s Business Develop- on the Commercial Mediation Panel
cializing in medium to corporate size “community-minded companies” in ment Team is comprised of a group of in Nassau County Supreme Court,
business development. Among her the U.S. in 2016 by Points of Light, a experienced bankers who work to pro- Hurricane Sandy Mediation Panel in
career highlights include generating worldwide organization dedicated to vide a personalized and professional Eastern District of the United States
$18MM in deposit relationships and volunteer service. level of service. Flushing Bank focus- District Court, and Alternative Dis-
$44MM in loans during her tenure es on building long term relationships pute Resolution Panel of the Nassau
at Gold Coast Bank (2011-2015); and with its customers and takes the time County Bar Association.
generated $1.5MM in account deposit to understand their businesses to bet- Korth graduated, magna cum laude,
relationships and during her tenure
at Empire National Bank (2009-2010).
SYLVIA ter provide competitive lending and
banking solutions.
from St. John’s University with a bach-
elor’s degree in accounting and gradu-
Earlier in her career, she worked at
other financial institutions including
KNUTSON- ated, with honors, from that Universi-
ty’s School of Law. She is admitted to
vice president/business development
officer at CU Business Capital, Miri-
BARR DONNA- practice in New York State and before
the United States District Courts for
Flushing Bank
mar, FL; vice president/business devel-
opment officer New York Commercial
MARIE the Eastern and Southern Districts of
New York and the United States Su-
Bank, Islandia; assistant vice presi-
dent/small business sales advisor at Sylvia Knutson-Barr is a vice Pres-
KORTH preme Court. She is a member of the
New York State Bar Association and
Certilman Balin
European American Bank, Hempstead; ident of Flushing Bank in Uniondale. Adler & Hyman, Nassau County Bar Association.
and branch manager at Fleet Bank Knutson-Barr leads a team of pro- LLP Korth has received numerous hon-
N.A. in Plainview/Port Washington. fessional bankers whose objective is to ors; she has also achieved the high-
Kielawa also established and coor- build deposit relationships with real est professional rating by Martindale
dinated “What Women Need to Know” estate borrowers of Flushing Bank. Donna-Marie Korth is a partner Hubbell; and was elected as a fellow to
quarterly events with Milieu maga- The team tailors deposit and cash in the commercial, banking and real the New York State Bar Foundation.
zine. She is affiliated with many orga- management solutions for the business estate litigation practice group at Cer- Korth serves on the Black and
nizations in various capacities includ- as well as personal solutions for own- tilman Balin Adler & Hyman, LLP in White Ball Committee for Winthrop
ing The Hispanic Network, member; ers and their employees. Knutson-Barr Uniondale. University Hospital’s Cancer Cen-
Caregivers for Life, Inc., president joined Flushing Bank in 2002 and has Korth concentrates in all aspects ter for Kids, and was honored at this
and founder; Arthritis Fundraising held various relationship management of commercial and real estate litiga- event in 2015. She is involved in var-
Luncheon, committee chair; United positions in commercial real estate, tion, lending workouts, modifications ious other fund raising efforts in her
Cerebral Palsy Association, golf com- cash management services and retail and litigation, appellate practice, com- community.
mittee; Suffolk County Women’s Advi- banking. Prior to joining Flushing mercial foreclosure, guardianship pro- Certilman Balin Adler & Hyman,
sory Commission, Appointed by Legis- Bank, she worked at Chase, Citibank ceedings, and previously concentrated LLP, with offices in East Meadow and
lature Lou D’Amaro; and Long Island and Fleet Bank where she held various in cooperative/condominium law. Hauppauge, is one of Long Island’s
Center for Business & Professional positions from customer service, busi- As a trained mediator, Korth also largest full-service law firms. Its 15
Women, member. ness specialist and branch manager. focuses on alternative routes to posi- practice areas include: real estate, real
She is also the team leader for Continuing to offer state-of-the-art tive outcomes for her clients. property tax certiorari and condem-
Long Island for the Women’s Growth technology and maintaining a strong “In this age of our over-burdened nation, cooperative and condominium,
Initiative in the market place. The connection to its customers are dis- judicial system, an emerging trend is land use, environmental law, corpo-
Women’s Market Growth Commit- tinct factors Flushing Bank focuses Alternate Dispute Resolution (ADR),” rate/securities, litigation, commercial
tee, was formed in 2015 to specifi- on when delivering quality services, Korth said. “ADR is a means to re- lending, labor relations/employment
cally target and gain market share explained Knutson-Barr. solve disputes either before or during law, bankruptcy and debtor/creditor
among women-owned or women-led “The anywhere, anytime nature of litigation. It provides parties the rights, nonprofit/tax exempt and reli-
(CEO, CFO) businesses. Kielawa is the Internet has changed the way peo- ability to seek out discreet ways to gious organizations, trusts and estates,
responsible for initiating seminars, ple conduct business and their expec- conclude disputes. The most common elder law, telecommunications law,
events and marketing geared towards tations of banks,” Knutson Barr said. forms of ADR are mediation and ar- and criminal law.
women-owned or women-led business. “With the introduction, proliferation, bitration. Each of these offer unique
“We are planning a series of educa- and embracement of online and mobile possibilities to attain a resolution.”
tional seminars focused on business is- devices, customers now expect imme- Both federal and state court judges
sues and personal security and wealth diate access to information on a 24/7 are now encouraging ADR as a means
that will start in the 3rd quarter of this
year and also some fun and interesting
basis. At Flushing Bank, we stay cur-
rent with evolving trends so we can pro-
to resolve cases, Korth noted.
“Skilled and trained professionals
MARIE A.
networking events,” Kielawa noted.
Kielawa’s education includes Fi-
vide our customers with the account ac-
cess, product choices and delivery chan-
usually serve as the ‘neutral’ in ADR
sessions,” she said. “What is especial-
LANDSMAN
Rivkin Radler LLP
nancial Accounting/Financial State- nels that enable them to bank where, ly attractive to parties in a dispute
ment Risk Analysis Course at Jon A. when, and how they choose.” is that in mediation, the mediator
Strobel & Associates. She attended “As a community bank, we also does not decide the dispute, but rath-
Farmingdale College’s A.S. Program, know the importance of building rela- er encourages the parties to fashion
Business Administration. tionships through quality service and their own remedy. Thus, the parties Counsel in Rivkin Radler’s real
Wells Fargo & Company is a di- personal attention,” she noted. “We can craft any resolution they desire, estate, zoning & land use practice,
versified, community-based financial know our customers by name and look self-determining the outcome, and in- Marie A. Landsman concentrates in
services company with $1.8 trillion in to connect with them on a local level. corporating any terms or conditions the area of commercial leasing, real
assets. Founded in 1852, Wells Fargo The convenience of mobile banking that work between or among them. estate and real estate development.
provides banking, insurance, invest- poses a challenge in that we do not When individuals are invested in the Landsman represents both land-
ments, mortgage, and consumer and have as many opportunities to interact settlement process, it often provides lords and tenants in all aspects of
commercial financial services through with our customers face-to-face so it is for a lasting and even amicable result.” leasing various types of property in-
8,800 locations, 13,000 ATMs, online, imperative that we make the most of “Recognizing the value of ADR, I be- cluding office, retail, restaurant, café,
and mobile devices. each of these interactions. We are de- came a trained mediator, and believe shopping center, warehouse, televi-
Headquartered in San Francis- termined to continue delivering a con- this skill set is a valuable tool to better sion studios and antenna towers. Her
co, CA, Wells Fargo is decentralized sistent and superior customer experi- service clients, offering them the possi- transactional experience includes
so every local Wells Fargo store is a ence and leveraging technology to stay bility of achieving results in a cost-ef- negotiating and closing complex real
headquarters for satisfying its cus- current with consumer preferences.” fective and time-saving manner.” estate transactions including the pur-
tomers’ financial needs and helping Flushing Financial Corporation Korth was appointed to and served chase, sale, finance and development
them succeed financially. Wells Fargo is the holding company for Flushing on the Nassau County Bar Associa- of a variety of commercial properties
does business with 70 million custom- Bank, a New York State-chartered tion’s Judiciary Committee. She is including office buildings, shopping
ers and has approximately 269,000 commercial bank insured by the Fed- also the former dean of the Nassau centers, apartment buildings and in-
team members in 36 countries across eral Deposit Insurance Corporation. Academy of Law, and has moderated dustrial property.
its more than 90 businesses. In 2015, The bank serves consumers, business- and lectured at several CLE semi- Her representative matters have
Wells Fargo was named “Most Re- es, professionals, corporate clients, and nars. She is also the former chair/ included representing a nationally
spected Bank” by Barron’s  magazine, public entities by offering a full comple- vice-chair of the Appellate Practice recognized institutional lender in the
75 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Women in Professional Services
lease of 1.5 million square feet, which banks, indenture trustees, factors and as a New York Super Lawyer. evaluation and make appropriate de-
included an estate for years, ground other lenders in connection with debt- Founded in 1960, Meyer, Suozzi, cisions regarding the special educa-
lease and option to extend; and repre- or in possession financing, out of court English & Klein, P.C. provides legal tion services that each student needs.
senting a major New York City devel- debt restructuring, and debt collection. services with a reputation for integri- Therefore, I will be focusing on future
oper in all aspects of the acquisition of Mazer-Marino, a known expert in ty, insight and excellent client service. case law/administrative decisions re-
a building during the initial revital- her field, remains atop the complex Its attorneys are recognized for their lating to a school district’s obligation to
ization of Times Square. develops in bankruptcy laws. committed to clients, community, pub- provide appropriate services. Such deci-
Landsman is currently evaluating “One bankruptcy trend is the use lic affairs and diversity. With offices sions will help provide further guidance
the impact that the New York City rent by multinational companies of U.S. in Albany, Garden City, Manhattan to district’s in providing defensible 504
freeze may have on lending for future Bankruptcy proceedings in New York and Washington, D.C., the firm pro- Accommodation Plans and Individual
real estate projects and development in to reorganize worldwide operations vides legal advice in 18 practice areas. Education Plans (IEPs).”
New York City and Long Island. notwithstanding that those companies Melnick earned a juris doctor from
“Lenders consider a development’s lack significant operations or assets Brooklyn Law School and a bachelor’s
projected revenue stream as an im- in the U.S.,” Mazer-Marino said. “In degree from the University of Ken-
portant factor when making under- the 1990s, Maxwell Communication tucky. She is admitted to practice law
writing decisions,” she said. “Conse- Corp., a British company and former CAROL A. in the courts of the state of New York
quently, the rent freeze may reduce parent of the New York Daily News, and New Jersey and in the United
lending activity, causing developers broke new ground by commencing re- MELNICK States District Court for the Eastern
and landlords to look at areas outside structuring proceedings simultane- Jaspan Schlesinger and Southern Districts of New York
of New York City for a greater return ously in both New York and London. LLP and the District of New Jersey. Melnick
on their investment. This could in- After Maxwell, the Bankruptcy Code is a member of the Nassau and New
crease the available housing stock on was revised to add chapter 15, which York State Bar Associations, and their
Long Island.” is designed to coordinate U.S. bank- respective education, labor and employ-
Landsman is a member of Long Is- ruptcy cases with non-U.S. insolvency Carol A. Melnick is a partner in ment and municipal law sections.
land Real Estate Group; and is a mem- proceedings and to protect a compa- Jaspan Schlesinger LLP’s education Jaspan Schlesinger LLP in Garden
ber of the Nassau County Bar Associ- ny’s U.S. assets pending resolution of and municipal law practice groups, City is one of Long Island’s premier full
ation, Real Estate Committee and the those proceedings.” where she handles a wide range of service law firms. Founded in 1946, the
New York State Bar Association. “Increasingly, multinational com- matters as general and labor counsel firm’s 60 attorneys provide quality legal
She earned a juris doctor from New panies with little U.S. assets are filing for public school districts, public li- services in virtually every area of prac-
York Law School and a bachelor’s de- chapter 11 reorganization cases in braries and other municipal entities. tice. The firm’s practice areas include
gree from State University of New New York, as opposed to chapter 15 Melnick’s general counsel background complex commercial litigation; educa-
York at Binghamton. She is admitted proceedings ancillary to foreign bank- includes policy development, Free- tion and municipal matters; creditors’
to practice in New York and California. ruptcy cases,” she said. “For exam- dom of Information Law and Open rights; banking and financial services;
With its offices in Uniondale, NY, ple, Meyer Suozzi commenced a New Meetings Law matters, election is- corporate and commercial transactions;
New York City, and Hackensack, NJ York chapter 11 bankruptcy case for sues, fiscal management, administra- real estate; tax certiorari and condem-
— and 160 lawyers — Rivkin Radler China Fishery Group Limited and its tive-level hearings regarding special nation matters; land use and zoning;
delivers focused and effective legal affiliates, a company headquartered education matters, student discipline, labor; estates and trusts; taxation; and
services. Successful individuals, in Hong Kong with substantial opera- residency issues, and appeals to the environmental matters.
middle-market companies and large tions throughout the world.” Commissioner of Education and the Jaspan Schlesinger LLP, with of-
corporations have turned to Rivkin “The trend may reflect that: in- State Review Officer. Melnick also fices in Garden City and Wilmington,
Radler as their advisor-of-choice. The ternational finance for foreign com- litigates special education matters Delaware, serves clients that operate
firm is committed to its best practices panies is often based in New York; in both state and federal courts. Her locally, nationally and globally. Its cli-
and ethical standards. U.S. Bankruptcy law is well evolved labor law experience includes collec- ents range from start-up companies to
Rivkin Radler is focused on provid- creating predictability in bankruptcy tive bargaining, contract administra- multinational public companies, as well
ing strong representation and build- cases, which is appealing for creditors tion, grievance arbitration, admin- as individuals, school districts, munici-
ing even stronger client relationships. as well as debtors located worldwide; istrative-level hearings regarding palities and not-for-profit organizations.
Many clients have been placing their and, the New York Bankruptcy Judg- employee discipline, practice before
trust in the firm for more than 25 es are experienced in dealing with the Public Employment Relations
years. Its unwavering commitment to large, complex, sophisticated cases,” Board, practice before the State Divi-
total client satisfaction is the driving
force behind our firm.
noted Mazer-Marino.
Prior to joining Meyer, Suozzi, Ma-
sion of Human Rights, and counsel-
ing on various employment-related
LINA M.
zer-Marino was a partner at a bank-
ruptcy boutique firm. From 1990
matters under the New York State
Labor Laws, Fair Labor Standards
OBEID
Stony Brook
through 1991, she served as a law Act, Family Medical Leave Act, Amer- University School
JIL MAZER- clerk to Hon. Conrad B. Duberstein,
former Chief United States Bankrupt-
icans with Disabilities Act, Executive/
Human Rights Laws and Title VII.
of Medicine

MARINO cy Judge for the Eastern District of


New York, after which she practiced
Melnick is currently focused on the
United States Department of Educa-
Meyer, Suozzi,
English & Klein, in the business reorganization and tion’s (USDOE) recent release of its Lina M. Obeid is a professor of med-
P.C. restructuring department at a New guidelines aimed at preventing discrim- icine and dean for research at Stony
York City law firm. ination against students with attention Brook University School of Medicine.
She earned a juris doctor, cum deficit/hyperactivity disorder (ADHD). Dr. Obeid, a physician-scientist and
laude, from St. John’s University “Section 504 of the Rehabilitation biomedical researcher, oversees the Of-
Jil Mazer-Marino is a member and a bachelor’s degree, magna cum Act (Section 504) and federal regula- fice of Scientific Affairs (OSA), the re-
of the Garden City law firm Meyer, laude, from State University of New tions requires school districts to provide search infrastructure supporting Stony
Suozzi, English & Klein, P.C. Ma- York Albany. She is admitted to prac- an equal education opportunity to stu- Brook Medicine scientists engaged in
zer-Marino joined the firm as counsel tice in New York State and before dents with disabilities,” she said. “The biomedical discovery.
to the firm’s bankruptcy & business the U.S. District Court, Southern and guidance clarifies that the Americans Dr. Obeid’s personal professional
reorganization and corporate finance Eastern Districts of New York. with Disabilities Act Amendments Act focus is geriatric medicine and bio-
law practice in 2008. Mazer-Marino is a member Asso- broadened the scope and definition of medical research. She earned her
In addition to serving as a chapter 7 ciation of the Bar of the City of New ‘disability’ to provide greater protec- MD degree, with distinction, at the
panel trustee for the Southern District York; a member of National Associ- tion to students with ADHD. This is American University in Beirut and
of New York, Mazer-Marino practices ation of Bankruptcy Trustees; and a an issue that is worth keeping an eye completed her internship and resi-
in the area of bankruptcy and credi- board member of the New York Insti- on, as the USDOE has received approx- dency in Internal Medicine at Duke
tors’ rights and has extensive experi- tute of Credit. imately 2,000 complaints relating to University, followed by a fellowship
ence representing debtors, creditors’ She has lectured on creditors’ ADHD over the last five years.” in Endocrinology and Geriatrics. She
committees, and secured and unsecured rights and bankruptcy topics for the It is imperative that school dis- holds numerous National Institutes
creditors in large and complex chapter New York State Bar Association, tricts are aware of their obligations to of Health (NIH) grants, and was prin-
11 bankruptcy cases. She has repre- Practicing Law Institute, the Asso- students with ADHD, Melnick noted. cipal investigator for a $11.7 million
sented chapter 7 and chapter 11 trust- ciation of Corporate Counsel, Great- “In order to prevent complaints, dis- core grant from the Center for Biolog-
ees, chapter 11 debtors in possession, er New York Chapter, the Long Is- tricts should ensure that all students ical Research Excellence (COBRE) for
and plan administrators in all aspects land Business Resource Association suspected of having ADHD are referred lipid signaling. Her research is con-
of bankruptcy case administration. and the New York Institute of Credit. for an evaluation,” she said. “Addition- centrated on bioactive lipid signaling
Mazer-Marino also represents From 2013-2015, she was recognized ally, districts must provide an adequate in cancer biology.
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in Women in Professional Services
“I would like to better understand solutions to their unique financing in processing and servicing SBA-guar- where the statute of limitations expires
and discover specific pathways needs is evident in the growth of her anteed loans. before someone ever knows they may
mediated by bioactive lipids that reg- loan portfolio. The SBA program al- The SBA lending program offers have a potential case.”
ulate cancer,” Dr. Obeid said. “By pur- lows BNB to make loans to business both a growth opportunity for BNB, “In Lavern’s case, her child with
suing this, we may get closer to devel- that may not meet the parameters of and an increased ability to help the special needs was not only deprived
oping novel and more effective cancer conventional bank financing. small local business. BNB has over a of her mother and caregiver, but was
chemotherapeutic agents and target Small business is the lifeblood of 100 years of community banking, and deprived of compensation for the loss
new pathways that regulate cancer the Long Island economy, O’Brien said. the SBA program provides a natural of her mom’s support and care,” she
metabolism.” “A small business may not have the synergy to the bank’s business model. explained. “The passage of this bill
“Important to this pursuit are the same opportunities to finance their Prior to her position at BNB, would encourage hospitals and doc-
technological advances such as imag- growth, based on where they are in O’Brien spent the majority of her ca- tors to improve patient safety mea-
ing and mass spectroscopy that are their own business model,” she said. reer working for Bank of New York sures, and extend rights for victims of
so critical for understanding molecu- “Many small businesses struggle to in various lending roles. O’Brien is a medical malpractice to seek recourse
lar mechanisms of cancer, and other survive and grow because they are hin- graduate of SUNY Oneonta and has based upon fairness.”
diseases,” she said. “In my laboratory dered by the lack of finances available an MBA from Adelphi University. A noted expert in her field, Oliva
– I along with my colleagues and with to them. Recently, BNB has achieved Established in 1910, Bridgehamp- was recently elected president of Nas-
the help of students – hope to dis- Preferred Lending status from the ton National Bank, with assets of ap- sau County Women’s Bar Association,
cover new advances in biomedical re- SBA, which allows the bank to stream- proximately $3.7 billion, operates 40 serving a one-year term. She was also
search, including bioactive lipid path- line the SBA approval process and retail branch locations serving Long Is- named a 2016 Outstanding Women in
ways then validate these discoveries. make it less intimidating to the bor- land and the greater New York metro- Law by Hofstra University School of
This can be an essential and highly rower. Our goal is to get out into the politan area. In addition, the bank op- Law’s Center for Children, Families
innovative step toward the develop- marketplace and make sure that small erates two loan production offices: one and the Law. She is on the New York
ment of new treatments for cancer.” business owners know that we are a in Manhattan, and one in Riverhead, Super Lawyers lists for 2016, 2015,
Stony Brook Medicine integrates resource that can help them grow.” New York. Through its branch net- and 2014 after a selection process of
and elevates all of Stony Brook Uni- “As a community bank, BNB has a work and its electronic delivery chan- independent research, peer nomina-
versity’s health-related initiatives: ed- vested interest in taking the mystery nels, BNB provides deposit and loan tions and peer evaluations.
ucation, research and patient care. It out of the SBA process, helping busi- products and financial services to local Oliva is a member of the Colum-
includes five Health Sciences schools ness owners navigate the loan pro- businesses, consumers and munici- bian Lawyers Association of Nassau
— Dental Medicine, Health Technology cess, and seeing them on to the next palities. Title insurance services are County, the Long Island Hispanic
and Management, Medicine, Nursing level of a thriving business,” O’Brien offered through BNB’s wholly owned Bar Association, the New York State
and Social Welfare — as well as Stony said. “There are not many local banks subsidiary, Bridge Abstract. Bridge Trial Lawyers’ Association, the Nas-
Brook University Hospital and more left on Long Island. A local commu- Financial Services, Inc. offers financial sau County Lawyers Association, the
than 50 community-based healthcare nity bank, like BNB, has a real com- planning and investment consultation. American Association for Justice, and
settings throughout Suffolk County mitment to the marketplace and an the Nassau County Bar Association.
. understanding of its unique needs She earned a law degree from St.
that an outside institution just doesn’t John’s University, and an undergrad-
bring to the table. There is no substi- uate degree from Hofstra University.

EILEEN
tution for local knowledge and local LINDA M. Oliva dedicates considerable time to
decision-making. And, that is exactly community services, notably to breast

O’BRIEN what I am working to bring to the OLIVA cancer awareness with the Babylon
Long Island small businesses commu- Pegalis & Erickson, Breast Cancer Coalition, and the Adel-
Bridgehampton nity through our SBA outreach.” LLC phi/New York State Breast Cancer Ho-
National Bank O’Brien joined BNB via the acqui- tline Creative Cups program.
sition of Community National Bank Pegalis & Erickson, LLC is a per-
in 2015. In joining BNB, O’Brien and sonal injury law firm focused on rep-
the SBA team brought a combined 15 Linda M. Oliva is an attorney at resenting people who suffered medi-
Eileen O’Brien is vice president years of experience in SBA lending Pegalis & Erickson, LLC in New Hyde cal negligence. U.S. News and World
in the SBA lending department at to the bank. O’Brien has been intri- Park. Oliva is an represents plaintiffs Report named the firm to its 2016
Bridgehampton National Bank (BNB), cately involved in developing the SBA in medical negligence cases. She man- Best Law Firms list for medical mal-
which is headquartered in Bridge- department, a program that was a ages pretrial litigation and appeals, practice in New York, and the firm’s
hampton and has 40 branches locat- new line of business for BNB. Most representing children who have suf- founder, Steven Pegalis, as 2016 Law-
ed throughout Nassau and Suffolk, as recently, as part of this process, BNB fered from birth injuries, people of yer of the Year.
well as Queens and New York City. was granted Preferred Lender Pro- all ages who have experienced surgi- In its 45 years of practice, the firm
O’Brien has been a successful com- gram (PLP) status. Under the PLP cal complications and cardiovascular has helped thousands obtain funds for
mercial banking officer for over 25 program, SBA delegates the final medical errors, and women who have services they need to survive day-to-
years. At BNB, she is responsible for credit decision and most servicing and suffered health care negligence such day. The firm is a known advocate for
providing loans via the SBA lending liquidation authority and responsibil- as the failure to diagnose and treat patient safety and medical account-
program to small business in Queens, ity to carefully selected PLP lenders. breast cancer. ability to ensure safer medical prac-
Nassau and Suffolk. Her expertise in Lenders are considered for PLP status A pressing item in consumer health tices for better patient care.
providing exceptional customer ser- based on their record with SBA, and law is for the second year in a row,
vice to business owners, and finding must have demonstrated a proficiency the New York State Legislature failed
to vote on Laverne’s Law, Oliva said.
“Although the bill was passed by
place your business the NYS Assembly, the governor
promised to sign it into law, and ap-
MICHELLE
card in the pockets proximately 30 senators supported it,
the bill didn’t make it to the senate
PAPAJOHN
St. Joseph’s College
floor for a vote. The bill is named for
of premier industry Laverne Wilkinson who died of a cur-
able form of lung cancer after being

professionals
misdiagnosed. Her situation is one of
many in New York, where people are Michelle Papajohn is vice president
not correctly diagnosed, and don’t find for information technology and chief
out about the misdiagnosis until after information officer at St. Joseph’s Col-
the time to file a suit expires.” lege (SJC), which has campuses in
“Unfortunately, New York is one of Patchogue and Brooklyn.
libn.com only six states that doesn’t have a dis- Papajohn provides strategic man-
covery rule, which allows someone to agement and innovative leadership
file a claim within a specific time pe- of the Information Technology Ser-
Contact our advertising riod after finding out that negligence vices department for a multi-campus
department to discuss options occurred, rather than having to bring
suit within a specific time period based
environment. She leads the develop-
ment and implementation of St. Jo-
for your business at 631.737.1700 upon when the negligent acts occurred,” seph’s College’s information technol-
Oliva said. “This can create situations ogy strategy. As the college’s chief
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in Women in Professional Services
information officer, she oversees the education at the undergraduate and including Habitat for Humanity and completeness and reasonableness;
areas of computing, networking, in- graduate levels, aiming to prepare Camp-Pa-Qua-tuck, which serves peo- interim and year-end tax planning
structional technology, project man- each student for a life characterized ple with disabilities. She also volun- for both businesses and individuals;
agement and institutional research. by integrity, intellectual and spiri- teers at the Welcome INN Soup Kitch- tax research; and corresponding with
Assuring best practices are being tual values, social responsibility and en, preparing and serving the meals all levels of taxing authorities to as-
performed, she collaborates and com- service. Through SJC Brooklyn, SJC for guests, and helping with clean up, sist clients in resolving tax matters.
municates with the campus admin- Long Island and SJC Online, the col- Peterson is a member of the Asso- Assuring that she provides her cli-
istration, faculty, students and staff lege offers bachelor’s degrees in 49 ciation of Fundraising Professionals, ents high-level services, Reiss spends
for the purpose of developing healthy majors, special course offerings and and through this organization attends time examining new industry trends
campus dynamics and effectively im- certificates, affiliated and pre-profes- educational sessions on various topics and issues.
plementing strategic initiatives. sional programs. in philanthropy, participates in its “I have spent significant time re-
Papajohn is responsible for the Mentor Express program and annual searching and have analyzed over the
departments, which support en- Philanthropy Day. past few years the issue of how many
terprise applications, data and an- Prior to joining Jefferson’s Ferry, states are shifting to a market based
alytics, teaching and learning, user Peterson worked in the development sourcing of sales, as opposed to the
support, infrastructure and project KAYLIN office of the Leslie Munzer Neurolog- traditional cost of performance factor-
management. During her tenure at ical Institute. She earned a bachelor’s ing,” she said. “As the states start-
St. Joseph’s she led the organization PETERSON degree in psychology from St. Joseph’s ed shifting, companies did not have
through an ERP replacement, the in- Jefferson’s Ferry College and earned a certificate in the resources in place to track sales
troduction of Google Apps cloud based Foundation not-for-profit management at Hofstra of services under both methods, which
email and collaboration suite and an University. left them vulnerable to tax exposure
employee portal. Jefferson’s Ferry is a non-profit and liabilities in states where they
In almost every industry and as- lifecare continuing care retirement had never previously filed. Additional-
pect of life, technology is at the core, Kaylin Peterson is development community (CCRC that integrates all ly, due to the inconsistent treatment
Papajohn said. manager at Jefferson’s Ferry Foun- the elements of an active retirement of sourcing by the various states, it
“In higher education, it is inter- dation in South Setauket, which was with a mix of recreation and activi- opened the potential for double taxa-
twined with the daily functions of every created to offer outstanding giving ties, readily available health care and tion on the same sales base.”
student, staff and faculty member,” she opportunities for those who support peace of mind. Residents pay a one- “As this shift is relatively new, no
said. “Students have high expectations Jefferson’s Ferry’s overall mission time entry fee and thereafter, a pre- legal precedent has been established
for technology, and we need to meet and vision. The foundation nurtures dictable monthly fee. for companies to rely upon in taking
those demands. Just a few short years a philanthropic environment that has Over 400 residents aged 62 years a position on their tax filings,” Reiss
ago, having a computer and a projector enriched the lives of the seniors and and older live in either independent noted. “As cases begin to head to court
in a room was considered state-of-the- staff served by Jefferson’s Ferry by living residences (248 units include over this matter it should be interest-
art — a ‘smart’ classroom. The bar has providing new technologies to encour- cottages and apartments); enhanced ing to see how each state interprets
risen and we continue to re-define what age a supportive environment, mak- assisted living apartments (60 units); the rules and whether a unified meth-
state-of-the-art is.” ing building improvements and pro- or skilled nursing (60 private suites, od of state sourcing is once again es-
“In my position, I work closely with viding financial assistance in times of 20 of which are memory care). tablished amongst all states.”
Academic Administration to add tech- unexpected need. With attractive and spacious pri- Reiss earned a bachelor’s degree in
nologies that will elevate the learning Peterson works closely with the vate Enhanced Assisted Living stu- accounting from Binghamton Universi-
experience and improve student suc- foundation board, manages the foun- dio and one-bedroom apartments ty in 2000. She completed all four parts
cess,” Papajohn explained. “The col- dation’s fundraising activities, includ- and state-of-the-art-private nursing of the CPA exam in 2000 and became a
lege continues to make technological ing its annual fundraiser Monte Carlo and rehabilitation suites, the Vin- certified public accountant in 2004. She
enhancements, and we are currently Night and manages and process dona- cent Bove Health Center at Jeffer- helps train and mentor professionals
adding interactive projectors, which tions and pledges. son’s Ferry offers comfort and com- who are entering the industry.
effectively turn a whiteboard into a The elderly population is living lon- passionate care. Whether a resident Sanders Thaler Viola & Katz, LLP,
giant tablet. We are making rooms ger and healthier lives due to advanc- requires short-term rehabilitation, or with offices in Jericho and New York
lecture capture capable, so faculty can es in health care and optimal living long-term nursing care, personalized City, offers a full spectrum of account-
record lectures and students can re- environments like that of Jefferson’s health care plans or memory support, ing and tax services with a hands-on
visit or catch up on missed lectures. Ferry, Peterson said. every resident receives the assistance approach for all clients. The firm is
Students are granted access to soft- “Because of their increased longev- they need—when they need it. committed to providing close person-
ware in the cloud. This lets us extend ity, some of our residents may outlive Resident amenities include a fit- al attention to each client and takes
the resources we provide beyond our their assets,” she said “The good news ness center with a full-time fitness pride in providing assurance and per-
campus and provides convenience to is that the Resident Assistance Fund instructor, indoor swimming pool, sonal assistance along with years of
our students.” maintained by the Jefferson’s Ferry extensive activity and wellness pro- advanced training, technical experi-
“We have to think beyond the phys- Foundation helps pay the monthly fees grams, formal dining room, café and ence and financial acumen. Among
ical environment so that students are of residents who experience a short- pub, spa services, country store, li- its full slate of services include gen-
able to obtain the same quality learn- fall through no fault of their own so brary, billiards, theater, card room, eral tax preparation and planning,
ing experience whether face-to-face or that they can continue to age in place computer room and 50 acres of beau- handling IRS, state and local tax
online,” Papajohn noted. and live comfortably without having to tiful grounds with ponds, water fea- grievances, trust and estate planning
Prior to being named vice president worry. The best source of funding for tures, walking paths. and filings, business management,
for information technology and chief the Resident Assistant Fund has been audit services and financial statement
information officer in 2015, Papajohn Jefferson’s Ferry residents, who have a preparation and accounting and book-
was director of enterprise systems at strong community feeling.” keeping services.
SJC where she managed all aspects Many residents have donated to
of Enterprise Systems including the the Fund, Peterson noted. “Many of NIKKI S.
Datatel Colleague and WebAdvisor them want to help their neighbors in
systems, as well as Astra room sched- need, sometimes offering to match con- REISS, CPA
uling. She also a held project manag- tributions, but we also look for help Sanders Thaler
Viola & Katz, LLP
LISA M.
er position, in 2004, and began her from outside the community,” she
work at SJC, in 1999, as coordinator said. “Since Jefferson’s Ferry’s incep- RICCIARDI,
of scheduling and registration. tion in 2001, the Resident Assistance
Papajohn earned an EMBA, man- Fund has helped five residents contin- CPA, CCA
agement; a bachelor’s degree in orga- ue the lifestyle that they sought at Jef- Nikki S. Reiss, CPA, is a senior Castellano,
nizational management from St. Jo- ferson’s Ferry. We expect the number professional at Sanders Thaler Viola Korenberg, &
seph’s College. She serves on the CIO of residents in need of funds to rise, & Katz, LLP in Jericho. Company
Advisory Board for Ellucian. so our challenge will be to continue to Reiss focuses on tax accounting
St. Joseph’s College has been ded- find creative ways fund the program.” with an emphasis on the prepara-
icated to providing a diverse popu- Peterson is a member of Jefferson’s tion and review of complex multi-ju-
lation of students in the New York Ferry’s Teamwork Committee, where risdictional federal state and local Lisa M. Ricciardi, CPA, CCA is a
metropolitan area with an affordable she helps plan for fun activities for tax returns in a wide variety of in- partner at Castellano, Korenberg,
education rooted in the liberal arts the staff to do together. A member of dustries, as well as high net worth & Company in Hicksville. Ricciardi
tradition since 1916. Independent and and sergeant-at-arms for the Stony individuals and business owners. has more than 25 years of experience
coeducational, the college provides a Brook Rotary Club, Peterson has par- She also assists in analyzing cli- providing auditing, accounting, con-
strong academic and value-oriented ticipated in many volunteer activities ents’ books and records to ensure sulting, and tax services to individu-
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in Women in Professional Services
als and businesses. She is an expert mental program, which helps clean mark, and copyright prosecution and erty owners who challenge their as-
advisor to clients in construction and and protect area waterways. litigation, domain name procurement, sessment will have 10 percent of their
construction-related industries and Castellano, Korenberg & Company licensing, franchising, as well as other taxes escrowed in order to finance any
has a strong background serving man- is a full-service accounting firm pro- related areas of law and technology. potential refund,” Rosen said. “The
ufacturers, not-for-profit organiza- viding audit, accounting, tax, and con- The firm also serves as special counsel immediate effect is that the taxing ju-
tions, professional service firms, and sulting services to privately held busi- to other domestic attorneys seeking our risdictions must, at the onset, use an
wholesalers. nesses, their executives, and high net specialized renowned expertise. inflated formula to promulgate their
As a member of the Association of worth individuals throughout the New Collard & Roe has over a dozen tax rates in order to take into account
Certified Fraud Examiners and the York metropolitan area. The firm spe- patent and trademark attorneys and the 10 percent that they will not re-
American College of Forensics Exam- cializes in serving clients who operate agents. The members of the profes- ceive. It is this detail that makes it
iners, she is also uniquely qualified in the construction, manufacturing, sional staff have degrees and experi- more crucial than ever for commercial
to respond to clients’ needs regarding distribution, and real estate industries. ence in diverse fields of technology, property owners to challenge their as-
forensic engagements and uncovering Since its founding in 1991, Castella- including biotechnology, chemistry, sessments.”
unauthorized activity. no, Korenberg & Company has helped computer programming, and various “While it remains to be seen how
Ricciardi also holds the designa- its clients achieve success by providing fields of engineering. Its staff includes far reaching an effect the implemen-
tion of Certified Construction Audi- technical expertise, customized busi- members conversant in several lan- tation of DAF will have and the po-
tor (CCA) granted by the National ness solutions, and personalized atten- guages including French, German, tential legal challenges that it may
Association of Construction Auditors tion to help them navigate through to- Italian and Spanish. face, what remains certain is our
for those professionals who focus on day’s challenges and plan for the future. Collard & Roe has obtained for its firm’s commitment to fiscal vigilance
accounting, auditing, and consulting clients over 10,000 patents granted on behalf of our clients,” Rosen ex-
within the construction industry. and over 17,000 trademarks. The firm plained.
Accounting firms are focusing on represents clients of all sizes, from Prior to joining Koeppel Martone
developing specialty practices rather
than being generalists, Ricciardi said.
ELIZABETH the solo inventor to large multi-na-
tional corporations and in diverse in-
& Leistman, LLP in 1988, Rosen was
employed by the Nassau County Trea-
“Clients receive expertise from
accountants who really understand
COLLARD dustries ranging from state-of-the-art
technologies to traditional manufac-
surer’s Office in the Tax Collection
and Claims Service Division.
their particular business,” she said.
“Clients expect you to know all there
RICHTER turing corporations.
Collard & Roe has close relation-
Rosen is a graduate of Hofstra Law
School and was admitted to the New
Collard & Roe, P.C.
is to know about taxes, financial ships with law firms and major corpo- York State Bar in 1991. She is a mem-
statements, labor issues and pretty rations throughout the world for whom ber of the Nassau County Bar Associ-
much everything on earth. But if you the firm prosecutes foreign applica- ation, Suffolk County Bar Association,
want show them that you can truly Elizabeth Collard Richter is a part- tions in the United States. The firm New York State Bar Association, Nas-
be an asset to their company then you ner at Collard & Roe, P.C. in Roslyn, provides personalized customer service sau County Women’s Bar Association,
must demonstrate your expertise in where she specializes in patent prose- and has the resources of a global net- American Property Tax Counsel Syos-
their industry. For example, almost cution, licensing and litigation. Richter work of foreign associates who assist set Chamber of Commerce, and the
any accountant can prepare an in- has extensive experience in prosecuting domestic clients when they are consid- Hicksville Chamber of Commerce.
come tax return but do most accoun- patents in all technical areas, including ering international applications. Koeppel Martone & Leistman, LLP
tants know that most construction chemistry, mechanical and electrical Collard & Roe is an active partic- is one of the largest New York State
contractors are entitled to a domestic engineering and business methods and ipant in such organizations as the law firms devoted exclusively to the
production activities deduction? The designs. She represents clients of all International Intellectual Property field of real property valuation review
answer is no. One of our specialties at types and sizes, ranging from large in- Society and the Nassau County Bar and condemnation. Having been in
CK & Co. is in the construction indus- ternational corporations to individuals. Association. The attorneys have au- existence for more than 50 years, its
try. Far too many times we will take Among top issues Collard & Roe thored over 200 articles for various partners and associates have over 230
on a new client that lost out on many is watching is the effect of Brexit on industry and local journals. years combined experience in these
of the credits or deductions allowed patents and trademarks in Europe, matters. The firm consists of ten at-
to them because of the lack of exper- Richter said. torneys and a large staff of parale-
tise by their prior accountant. After “The exit of the UK from the Euro- gals with extensive experience in tax
all, would you go to a doctor who’s a pean Union could have widespread ef- certiorari and condemnation law. Our
general practitioner if you had a heart fects on the filing and enforcement of RISË E. attorneys are admitted to practice law
problem or a cardiologist?” EU trademarks, as well as on the fil- in New York, New Jersey, Connecti-
Prior to joining Castellano, ing of patents in the European Patent ROSEN cut, District of Columbia, Florida, and
Korenberg & Company, Ricciardi Office under the new Unitary Patent Koeppel Martone & Georgia. In the State of New York
was a partner at a Nassau County- system, and enforcement by the new Leistman, LLP alone, we have represented clients
based CPA firm for over 20 years. Unified Patent Court,” Richter noted. from Buffalo to Montauk Point and
She earned a bachelor’s degree in Prior to joining Collard & Roe, Rich- have handled every type of property
Business Administration from ter was an associate at a major New from residential homes, multi-fami-
Hofstra University and is a frequent York City intellectual property law Risë E. Rosen is an associate at the ly residentials, condominiums, coop-
lecturer and author on topics of firm, where she specialized in litigation, Mineola law firm Koeppel Martone eratives, industrials, manufacturing
accounting and auditing for the interferences and patent prosecution. & Leistman, LLP, one of the largest plants, shopping centers, nursing
construction industry, as well as She is a member of the New York New York State law firms devoted ex- homes, golf and country clubs, office
asset protection, estate planning, and Intellectual Property Law Associa- clusively to the field of real property buildings and hotels.
business succession. tion, the American Bar Association, valuation review and condemnation.
Among Ricciardi’s many recog- the AIPLA, AIPPI, and the Nassau Rosen is currently focusing on
nitions, the National Association of County Bar Association. She is also commercial property tax bill develop-
Women Business Owners (NAWBO) a member of the Inventor of the Year ments in Nassau County. “The idiom
named her a Businesswoman of Ex-
cellence in 2015 and the Town of Oys-
selection committee of the Long Is-
land Technology Hall of Fame.
‘the devil is in the detail’ has never
been truer than it is in relation to
MARCY
ter Bay named her a Women of Dis-
tinction in 2015.
She is a graduate of Cornell Univer-
sity and New York University School of
the 2016/17 property tax bills of Nas-
sau County commercial property tax-
SAFYER
Adelphi University
She is a member of the American Law, where she was a member of the payers,” she said. “Nassau’s recently
Board of Forensic Accounting, Amer- Moot Court Board. She is a past chair enacted Disputed Assessment Fund
ican Institute of CPAs, Construction of the Intellectual Property Committee (DAF), codified in the Nassau County
Financial Management Association, of the Nassau County Bar Association, Administrative Code, is an attempt
National Association of Women in and has had many articles published to shift the burden of financing the Marcy Safyer, Ph.D., is director of
Construction, New York State Society in the Nassau Lawyer, The Attorney successful assessment challenges of the Adelphi University Institute for
of CPAs, Regional Alliance for Small of Nassau and the New York State Bar commercial taxpayers from the collec- Parenting. Safyer has held this posi-
Contractors, Long Island Contractors Journal. She is also active in the Hun- tive tax base to solely the commercial tion for about nine years and under
Association and Nontraditional Em- tington community, where she serves taxpayer. DAF is certain to result in her direction, the Institute has be-
ployment for Women (NEW). on several boards and committees. significantly increased tax rates, in- come a leader in the field of Infant
She volunteers at the Interfaith Collard & Roe, P.C. has served cli- creased taxes and increased stress Mental Health (IMH) providing high
Nutrition Network (The INN), The ents’ intellectual property needs for to fiscal bottom lines already reeling quality, developmentally informed,
Mary Brennan INN, Jones Beach over 40 years. It has a broad practice from years of financial challenge.” trauma focused evidence-based ap-
Power Squadron and the Town of encompassing all aspects of intellectual “Application of the DAF legislation proaches to improve the lives of at-
Oyster Bay W.A.K.E. U.P. environ- property law, including patent, trade- requires that those commercial prop- risk young children and caregivers.
79 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Women in Professional Services
Safyer’s efforts led the Institute to Founded in Brooklyn in 1896, Adel- Friedman LLP has been serving sities, national research laboratories,
become a highly valued, well-regarded phi serves nearly 7,500 students from the accounting, tax and business and multinational corporations.
regional professional training and clin- 38 states and 46 countries at its main consulting needs of public and pri- The firm’s attorneys possess exper-
ical services resource. These accom- campus in Garden City. Adelphi has vate companies since 1924. Our in- tise in the acquisition, protection and
plishments came from Safyer’s pas- made the Fiske Guide to Colleges dustry-focused practice features strategic planning for all forms of in-
sion, work ethic, effective leadership, Best Buy list for 11 consecutive years. concentrated areas of expertise and tellectual property. The firm is espe-
decision-making and collaborative Adelphi serves communities through understanding of the economic envi- cially experienced in acquiring pat-
spirit. She successfully secured more faculty research, service-based learn- ronment. We have the ability to be in- ent protection, trade secret protection,
than $4 million in public and private ing, cultural events and, most impor- novative in our approach, act quickly copyright protection, and establishing
funds to support the Institute result- tantly the education of future leaders in our decision-making and be flexible appropriate and related trademark,
ing in new resources and opportunities and informed citizens. in our delivery of services. Our clients brand, and trade dress protection. The
for underserved young children. More than 100,000 Adelphi gradu- benefit from hands-on contact with firm also has a robust Inter Partes
“Recently, our understanding of ates have gained the skills, knowledge our partners, cutting-edge technical Review (IPR) practice. IPRs are a rel-
infant development has changed,” and exposure to thrive as profession- expertise and our understanding of atively new vehicle to attack the va-
Safyer said. “During the first few als and active citizens in an intercon- their industry and their business. lidity of patents in the US Patent Of-
years of life, when brain development nected and fast-paced global society, fice without having to go to a Federal
is in its most crucial phase, a child making their mark on the university District Court and to stay a Federal
develops the foundational capabilities and the world beyond. District Court action for infringement
on which all subsequent development while the US Patent Office reconsid-
builds. Parent-child relationship trau- SUSAN A. ers the merits of validity/invalidity of
ma has devastating developmental the patent(s) in issue. The firm is also
consequences. Upwards of 85 percent
NOELENE SIPOS experienced in all phases of intellec-
of children in the child welfare sys- Hoffmann & Baron tual property litigation, post grant in-
tem have experienced early relational
traumas and attachment disruptions
SHERIDAN, LLP ter-parties matters, and oppositions in
the United States and abroad.
exhibiting some form of emotional,
mental or behavioral health problem.”
CPA, MST Hoffmann & Baron, LLP serves cli-
ents in all major scientific and engi-
Friedman LLP
“There is a continued need for ef- Susan A. Sipos is a senior attorney neering fields including biotechnolo-
fective services provided by a trained at Hoffmann & Baron LLP, with offic- gy, pharmaceuticals, medical devices,
and competent workforce,” Safyer es in Syosset, New York and Parsip- chemical, organic and inorganic chem-
noted. “The science of early childhood Noelene Sheridan is a tax princi- pany, New Jersey. istry, biochemistry, electrical, mechan-
is shaping effective approaches for pal at Friedman LLP in Uniondale. After earning a bachelor degree in ical, electro-mechanical, consumer
healing those relationships and get- Sheridan has more than 25 years of mathematics from NYU, Sipos had a products, drug delivery systems, mo-
ting young children and their fami- experience in public accounting. She career in actuarial sciences. She then lecular biology, genomics, proteomics,
lies (bio/foster/pre-adoptive) back on specializes in providing tax services returned to NYU to earn a master’s bio-affecting agents and delivery sys-
track. Using this scientific knowledge, for commercial and residential real degree in Biology. tems, petroleum processing and prod-
Infant Mental Health specialists, estate owners, high-net-worth individ- In 1998, after earning a law degree ucts, computers, software, optics, la-
caseworkers, attorneys and judges uals, trusts and estates. from St. John’s University, Sipos joined sers, and e-commerce, among others.
have the opportunity to participate in Sheridan has expertise in review- Hoffmann & Baron LLP in the practice In addition to enforcing and de-
a holistic culture and systems change ing individual, partnership, trust, gift of intellectual property law. She spe- fending its clients’ rights in the
to create programs and policies that and estate tax returns; developing cializes in patent prosecution, includ- areas of patents, trademarks, and
heal, protect and promote permanen- and maintaining client relationships; ing the fields of biotechnology, bioinfor- copyrights, Hoffmann & Baron pro-
cy. Regardless of the fact that we pos- performing income and estate tax matics, pharmacology, nanotechnology, vides counseling regarding a variety
sess the knowledge to do this work, it planning; providing tax advisory ser- organic and inorganic chemistry. of other legal issues associated with
is not being done effectively. There is vices to closely held businesses; and Among the many issues Sipos re- technology development.
still a need to help the court and child assisting with notices and audits from mains well-informed on is patent Established in 1984 by co-founders
welfare system embrace the approach- federal and state taxing authorities. eligibility. Charles R. Hoffmann and Ronald J.
es that lead to successful futures for In this election year, Friedman LLP “The patent eligibility landscape Baron, the firm currently serves cli-
today’s 0-5 year olds in foster care.” compiled a market study analyzing has shifted in the past few years with ents around the globe in all scientific
A testimony to Safyer’s success business leaders’ sentiments about the courts issuing a series of decisions, and engineering fields.
was her award from the 6 th annual proposed tax changes in response to a which challenge the patentability of
“What’s Great in Our State” commit- survey the firm launched addressing biotechnological innovations,” she
tee, comprised of leading experts in these issues, Sheridan said. said. “For example, these decisions
New York to honor individuals and “One surprising finding was that have affected the eligibility of medi-
programs that successfully address business leaders typically were sig- cal diagnostic methods. Such meth- MARGUERITE
the issues of children’s mental health. nificantly more concerned with per- ods are typically based on the detec-
The award was given for IMH ser- sonal tax issues than issues poten- tion of certain genetic markers and SMITH
vices provided by the Institute for the tially impacting their business,” she particular protein expression levels Empire National
Babies Can’t Wait collaboration proj- said. “The other surprising result was in a patient. Our firm provides high- Bank
ect with the Nassau County Child whether state and local tax nexus ly skilled patent drafting and prose-
Welfare System. This ongoing ini- would influence their future expan- cution to navigate the ever-changing
tiative reduces the risk of repeated sion plans – to which the majority criteria for patent eligibility in order
abuse and neglect and increases safe- either did not believe that it would to obtain strong, enforceable patents Marguerite Smith is vice president,
ty for young children. play a role or were unsure of its ef- for such biotechnological inventions.” BSA, CRA and compliance officer at
Most recently, Safyer received a fect. One factor coming into play may For the past several years, Sipos has Empire National Bank in Islandia.
grant from the Federal Department be that business leaders are overall participated as an adviser on intel- Smith previously held the title of as-
of Education for a training program less aware of the impact of the overall lectual property matters in the Long sistant vice president, deputy BSA/
that increases the competency of mul- tax system on their enterprises.  Our Island Innovation Boot Camp, which compliance officer.
tidisciplinary graduate students at professionals continue to monitor the is an annual Pre-Seed Workshop pro- Empire National Bank remains
Adelphi. Candidates will become IMH tax landscape ahead and ensure that viding strategic business development steadfast in providing quality service
specialists serving high-risk 0-5 year our clients are well informed of chang- services to foster entrepreneurship and as it fulfills regulation requirements.
olds with social, emotional challenges es that can impact both their business support emerging company growth. “A compliance directive we are cur-
and other special needs. and their personal financial situation. Hoffmann & Baron, LLP is a rently working on is the Financial
Safyer holds a doctorate in psychol- Sheridan is a member of many or- full-service intellectual property law Crimes Enforcement Network’s (Fin-
ogy and social work from the Univer- ganizations including New York State firm that specializes in prosecution, CEN) Customer Due Diligence Rule,”
sity of Michigan. Society of Certified Public Accoun- counseling, licensing, and litigation of Smith said. “The requirements be-
Adelphi University is a nationally tants, American Institute of Certified patent, trademark, and copyright-relat- came effective July 2016 and will be-
ranked, doctoral research university Public Accountants and Friedman ed issues worldwide. The firm’s practice come mandatory in 2018.”
offering exceptional liberal arts and sci- LLP’s Women’s Development Network. also includes trade secrets, technology “As part of the U. S. Treasury De-
ences programs and professional train- Sheridan earned a bachelor’s degree transfer, and unfair competition. partment’s ongoing effort to prevent
ing with particular strength in its Core in accounting from St. Johns Univer- Hoffmann & Baron, LLP serves cli- entities from using U. S. companies
Four—AU Arts and Humanities, AU sity and a master’s degree in taxation ents throughout the United States and to conceal money laundering, tax eva-
STEM and Social Sciences, AU Profes- from C.W. Post University. She is also internationally. Clients include indi- sion and other illicit financial activi-
sions, and AU Health and Wellness. a certified public accountant. viduals, entrepreneurial firms, univer- ties, this provision requires banks to
80 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Women in Professional Services
collect and verify the accuracy of cer- more than $10,000,” Tenenbaum of New York in Applied Behavior
tain personal information from ben- noted. “NYS has been very aggres- Analysis. She and her team regu-
eficial owners of commercial entities
when an account is opened,” she said.
sive about imposing this penalty and
taxpayers need to respond promptly
larly offer cutting-edge, year-round
training and workshops for parents, ELLEN
“While financial institutions may rely
on client provided information, we are
in order to avoid losing their licenses.
To date, the state has collected over
instructors and first-responders.
Thivierge has made remarkable
TOBIN
Westerman Ball
also developing our own data collec- $300 million in back taxes so it’s un- inroads during the past year with
Ederer Miller Zucker
tion process.” likely to relax its enforcement.” a working farm in Huntington, and
& Sharfstein, LLP
One of the bank’s first employ- “One silver lining is the voluntary ELIJA School children are slowly but
ees, Smith has more than a decade disclosure program, which can help surely learning to farm. Hands-on
of banking experience. For 10 years, qualified NYS taxpayers avoid ad- training at a garden at the school
she worked at the former Long Island ditional penalties for failing to file carries over on to the enclosed green- Ellen Tobin is an associate in Wes-
Commercial Bank where she was an taxes,” she said. houses and outdoor acreage at the terman Ball Ederer Miller Zucker &
assistant branch manager and invest- Tenenbaum is a frequent speaker Fox Hollow Farm in Huntington. Sharfstein, LLP’s litigation depart-
ment and insurance advisor. on IRS and NYS tax issues for nu- “Initial results and science-based ment, representing individuals and
Smith earned a bachelor’s degree merous professional groups on topics data on the children have been ex- businesses in federal and state courts
in communications from SUNY Oneo- including New York State residency, traordinary,” Thivierge said. “The and arbitration. Tobin’s practice fo-
nta and a master’s degree in banking IRS and NYS collections. wide spread and long-time belief that cuses on complex commercial litiga-
and finance from Dowling College. Among her many recognitions, children with Autism are incapable tion, including contract and real es-
Dedicated to helping small to mid- Tenenbaum was selected as a New of completing tasks, working in a tate disputes, accounting and securi-
sized privately-owned businesses, pro- York Super Lawyer as a practitioner team-like setting, and/or communi- ties fraud, bankruptcy litigation and
fessional practices, not-for-profit organi- in tax law for the past three years; cating in any manner to co-workers, antitrust, maritime and intellectual
zations, municipalities and real estate received a SmartCEO’s Future 50 has been turned upside down.” property matters.
professionals grow and prosper, Empire Award recipient; earned a Judge Gail In order to bring change, Thiv- While business divorce can be bit-
National Bank is committed to bringing Prudenti Top Women in Law Award; ierge and her team are undertaking a ter, it is perhaps the most preventable
the personal touch back to customer and has been rated a Top Wom- philanthropic giving campaign to buy type of dispute, Tobin said.
service while providing a “neighbor- en-Owned Law Firm in New York by and manage the farm on behalf of in- “Business partners need to plan
hood” banking experience. Headquar- the New York Law Journal. dividuals with Autism. ahead – just in case things go wrong
tered in Islandia, New York, Empire Tenenbaum earned a LL.M. (tax- Over the years, Thivierge has down the road,” she noted. “Partner-
National Bank has branches in Port ation) from New York University been recognized for her dedication. In ships and close corporations should
Jefferson Station, Shirley and Mineola. School of Law and a juris doctor from 2007, she was honored by the Nassau have written agreements that include
Brooklyn Law School. She is admit- County Office of the Executive for clearly defined roles and responsibili-
ted to the State Bar of New York and her significant contributions to the ties for the principals and clear prof-
to the U.S. Tax Court. Tenenbaum is county; and in 2014 she received a it-sharing — and loss-sharing — ar-
KAREN also a certified public accountant. Town of Hempstead Citation for out- rangements.”
Tenenbaum Law, P.C. is located standing individual significant con- “The written agreements should
TENENBAUM in Melville, NY. The tax attorneys at tributions and spirited leadership. In provide a roadmap in case of irrecon-
Tenenbaum Law, P.C. help individ- 2015, Thivierge received the Service
LL.M., CPA uals and businesses facing IRS and Award for five years of extraordinary
cilable differences, including termi-
nation and dissolution provisions and
Tenenbaum Law, New York State tax problems. support and assistance by the Be- mechanisms for valuing and dividing
P.C. havior Analyst Certification Board; assets,” she said. “Family businesses
and most recently, she received the should also create succession plans
Town of Hempstead’s 2016 Make A long before they are needed.”
An attorney for more than 30
years, Karen Tenenbaum, LL.M.,
DEBORA Difference Award, for her “extraor-
dinary selfless nature and volunteer
“In any business relationship, con-
sider discussing sensitive issues by
CPA founded Tenenbaum Law, P.C.,
which provides services to individ-
THIVIERGE, activities.”
Thivierge earned a bachelor’s de-
phone or in person,” Tobin advised.
“Before you hit ‘send’ on an email,
uals and businesses facing IRS and
New York State tax problems. Tenen-
BCABA, gree in sociology from Hofstra Uni-
versity and is a New York State
consider whether you would want it
read out loud at a deposition.” 
baum and her team represent clients CBAA Board Certified Assistant Behavior
Analyst.
Prior to joining the firm, Tobin
in matters including federal & state The ELIJA School worked in the Manhattan office of a
audits; IRS appeals & NYS concilia- and Foundation Prior to serving as executive direc- prominent international law firm,
tion conferences; federal & NYS col- tor and founder of The ELIJA School where she represented clients in com-
lection issues, including liens, levies, and Foundation, she was co-director plex commercial cases, government in-
warrants & seizures; offers in com- of Effective Interventions Clinic, a vestigations in federal and state courts,
promise and installment agreements; Debora Thivierge, BCaBA, CBAA, behavioral clinic/agency serving the arbitrations and in matters before the
responsible officer assessments; NYS is the founder and executive director needs of individuals with Autism. Securities and Exchange Commission
residency audits; and NYS voluntary of The ELIJA School and Foundation She has volunteered her time to and the Public Company Accounting
disclosure. in Levittown. In 2000, after her tod- numerous groups such as Nassau Oversight Board. She also served as a
The firm focuses exclusively dler son was diagnosed with Autism, County’s Department of Health Early law clerk for the Honorable A. Kathleen
on IRS and NY tax controversies, Thivierge set out to secure him the Intervention Coordinating Council, Tomlinson of the U.S. District Court for
Tenenbaum said. most effective, contemporary support New York State Association of Be- the Eastern District of New York.
“Successfully representing clients available. Thus began Thivierge’s pi- havior Analysis, Nassau County Au- Tobin has done extensive pro bono
is not just about knowing the tax oneer voyage for her family, and a tism Coalition. She also served as a work, including advocating for chil-
laws, but understanding how the laws steadfast dedication to the lives of board member of The Behavior An- dren and indigent parents in family
are being interpreted and enforced by Long Island children with Autism. alyst Certification Board®. She was court disputes on behalf of the Chil-
the commissioner and auditors, and In 2002, she founded a small foun- recently appointed to the New York dren’s Law Center and the Brooklyn
how they impact New York State res- dation and later in 2006, a school, State Licensure Board for Applied Family Defense Practice. She has also
idents,” Tenenbaum said. “One area in a church basement for children Behavior Analysis. done pro bono work for the Queens
in which we see increasing numbers with Autism. ELIJA continued to ex- The ELIJA School is a progres- County District Attorney’s Office, au-
of cases is NY residency audits. Many pand and, in 2014, began to focus on sive organization in Levittown, New thoring an appellate brief and suc-
individuals, especially on Long Island, the most challenging children, ages York, founded in 2002, providing cessfully arguing a criminal appeal
have multiple residences and don’t re- 3 to 21, who are diagnosed with the educational training to parents and before the New York State Appellate
alize they could be subject to an audit severe end of the Autism Spectrum professionals who live and work with Division, Second Department.
because NYS considers them NY res- Disorders. ELIJSA and her team individuals diagnosed with Autism Tobin earned a juris doctor from the
idents, even though they live most offer intensive treatment to these Spectrum Disorders. The school en- University of Pennsylvania and earned
of their time in another state. These kids and their families from Montauk deavors to empower the growing Au- a bachelor’s degree from the Univer-
individuals can then be hit with a sig- to Manhattan. tism community to improve the lives sity of Pennsylvania, from which she
nificant tax bill.” While employing the best, the of individuals with Autism. Year- graduated magna cum laude and with
“In addition, we’re concerned brightest and most fit team of pro- round school educates children with distinction in International Relations.
about the NYS driver’s license sus- fessionals to work with kids with se- Autism, ages three to twenty-one She is admitted to practice law in
pension program, which allows the vere Autism, Thivierge advanced her from Manhattan to Montauk, uti- New York State, the United States
state to suspend the driver’s license own knowledge and became one of lizing the science-based approach of Court of Appeals for the Second Cir-
of delinquent taxpayers who owe the first to be licensed in the state Applied Behavior Analysis. cuit, and the United District Courts
81 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Women in Professional Services
for the Southern and Eastern Dis- trend in the area of land use and mu- tion, the charitable arm of the Nassau inated properties. She also represents
tricts of New York. nicipal law is the emergence of new County Women’s Bar Association. clients in environmental litigation in
Westerman Ball Ederer Miller Zuck- health care facilities on Long Island, Tsoukalas was honored by the both federal and state courts and be-
er & Sharfstein, LLP is a full service Tsoukalas said. John J. Byrne Community Center fore administrative agencies. Her ex-
commercial law firm with offices head- “My partners and I have worked with its Long Island Outstanding Ad- tensive experience and her knowledge
quartered in Uniondale. The firm offers recently to obtain approvals for major vocate for Children and Youth Award of environmental law includes the
a wide range of legal services in the hospitals and medical campus expan- in 2012. Most recently, she was hon- New York State Environmental Con-
areas of corporate and partnership law; sions, as well as new urgent care fa- ored by the Queens Courier with its servation Law, the New York State
litigation and alternative dispute reso- cilities and medical offices,” she said. Top Women in Business Award, hon- Navigation Law, the Wetlands Acts,
lution; real estate leasing, acquisition, “Major hospitals are merging and cre- oring influential women in business RCRA, TSCA, and CERCLA.
sale, development and finance; bank- ating larger health care systems that whose achievements make a differ- Villani began her legal career as an
ruptcy, restructuring and workouts, provide an ever-expanding range of ence in the community. assistant regional counsel for the U.S.
and all related practice areas. services for their patients, enhanced Formed in 1976, under the helm Environmental Protection Agency.
The firm’s clients include public and training for medical students and more of Managing Partner Jeffrey D. She was counsel with environmental
private companies, financial service opportunities for medical research.” Forchelli, Forchelli, Curto, Deegan, law practice groups at two prominent
firms, institutional and private lend- “At the same time, urgent care fa- Schwartz, Mineo & Terrana, LLP’s Long Island law firms, and was spe-
ers, governmental entities, foreign and cilities that provide walk-in access to areas of expertise have expanded to cial environmental counsel to Pfizer
domestic investors, retail and restau- medical care are popping up all over include banking, bankruptcy, employ- Inc., where she managed complex en-
rant chains, and owners, developers Nassau and Suffolk Counties,” Tsou- ment and labor, municipal incentives/ vironmental insurance litigation.
and managers of real estate. Its attor- kalas said. “These facilities, which are IDA, entertainment, construction Villani has served as chair of the
often affiliated with a major hospital, law and more. Throughout the firm’s Environmental Law Section of the
neys are recognized for providing so-
provide a convenient alternative to growth, one thing has remained con- New York State Bar Association and
phisticated legal advice, with personal
the traditional emergency room.” stant - its focus on obtaining results is currently editor-in-chief of The New
attention and responsiveness.
Another trend is the conversion of for clients. The firm employs more York Environmental Lawyer, a quarter-
retail space to medical offices along than 60 attorneys who handle com- ly journal published by the New York
major thoroughfares, again to provide plex matters for a broad client base State Bar Association. She has been
ANDREA convenient medical care to patients,
Tsoukalas noted.
including national, regional and local published in several legal journals and
books, including West’s New York Prac-
businesses, major real estate devel-
TSOUKALAS “Many of these medical facilities,
from hospitals to urgent care, require
opers and organizations, banks, in-
tice Series, and regularly teaches and
speaks on environmental issues and the
Forchelli, Curto, surance companies, municipalities,
Deegan, Schwartz, zoning relief from local municipal law. In addition to the New York State
educational institutions, contractors,
Mineo & Terrana, boards,” she said. “As a land use at- Bar Association, she is a member of the
architects/engineers and individuals.
LLP torney, I appear before these boards, Nassau County Bar Association.
along with a variety of consultants Villani is admitted to practice in
and experts, to obtain the approvals the State of New York and before the
needed to ensure that Long Islanders United States District Courts for the
Andrea Tsoukalas is a partner at
the Uniondale law firm Forchelli,
continue to have access to the best
health care in the country.”
MIRIAM E. Eastern and Southern Districts.
Villani earned a bachelor’s degree,
Curto, Deegan, Schwartz, Mineo &
Terrana, LLP. Tsoukalas joined the
Tsoukalas is general counsel to
the Long Island Gasoline Retailers
VILLANI cum laude, from the State University
of New York at Stony Brook and a
firm in 2005 and concentrates her Sahn Ward
Association, a nationally recognized juris doctor from St. John’s University
practice in zoning, land use, environ- Coschignano, PLLC
non-profit trade association with over School of Law.
mental and municipal law matters. 600 members. She also serves as coun- Sahn Ward Coschignano, PLLC is
She represents a wide variety of cli- sel to the Village of Kensington Board a full service law firm concentrating
ents including national corporate of Trustees, Zoning Board of Appeals in the areas of zoning and land use
chains, local developers and small and Architectural Review Board. Miriam E. Villani is a partner at planning; real estate law and trans-
business owners in the development of She earned a juris doctor, cum laude, Sahn Ward Coschignano, PLLC in actions; civil litigation and appeals in
commercial and residential properties. from New York Law School and is ad- Uniondale. Villani’s practice focuses state and federal courts; municipal law
Tsoukalas also has substantial mitted to practice before the New York on all aspects of environmental law, and legislative practice; environmen-
experience in appellate practice and State Bar. She is also a member of the including litigation, transactional tal law; corporate law and commercial
civil litigation. She litigates contract New York State Bar Association, Nas- matters, permitting, and regulatory transactions; matrimonial and family
and real estate claims, corporate and sau County Bar Association and Nas- and compliance proceedings. Villani law; estate and trust practice including
partnership disputes, and regulatory sau County Women’s Bar Association. represents and advises developers, special needs planning and elder law;
claims arising out of building and zon- She also served as treasurer and was corporations, municipalities, buyers, labor and employment; real estate tax
ing code violations. recently appointed a director of the sellers and lenders in transactions in- certiorari and condemnation; and tele-
Among the current real estate Nassau County Women’s Bar Founda- volving brownfields and other contam- communications.
82 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

of clients primarily on Long Island —

WHO’s WHO
MATTHEW and has been doing so for more than
60 years.
BARNES, The firm considers itself a partner
in growth for privately held business-
CPA es, not-for-profit organizations and
government agencies AVZ is also an
Albrecht, Viggiano,
independent member of BKR Interna-
Zureck & Company,

in Accounting
tional, a leading global association of
P.C./AVZ
independent accounting and business
advisory firms representing the exper-
Matthew Barnes, CPA is a man- tise of more than 130 member firms
Long Island’s accounting firms are honing in on ager at Albrecht, Viggiano, Zureck & with over 300 offices in over 70 coun-
Company, P.C. (AVZ) and a member tries around the world.
year-end planning strategies to provide the best of the firm’s Quality Control Commit-
solutions for their clients as they enter the last tee. Barnes joined AVZ in 2011, was
promoted to supervisor in 2013, and
quarter of 2016. In this Who’s Who in Accounting to manager in 2016. With more than
10 years of experience, he provides
JOHN
section, many of the region’s leading accounting accounting, auditing, and taxation BONO,
professionals share what issues they are focusing services to a diversified client base

on to promote growth in the new year.


in a variety of industries including CPA
financial services, engineering, manu- Friedman LLP
facturing, technology, real estate, and
local municipalities.
Entering the last quarter of 2016,
AVZ’s main focus is on education and John Bono, CPA is a partner at
planning, Barnes said. Friedman LLP in Uniondale. Bono
“In any given year, there can be has more than 20 years of experience
many changes to auditing and ac- in public and private accounting and
INDEXINDEXINDEX counting standards as well as tax reg- performs a variety of tax services
ulations,” he said. “In order to keep for a range of clients in various in-
staff up to date, AVZ offers continu- dustries including commercial and
ing professional education seminars residential real estate, engineering,
82 MATTHEW BARNES, CPA Albrecht, Viggiano, Zureck & Company, P.C./AVZ
and also strongly encourages that we apparel, service organizations, pro-
82 JOHN BONO, CPA Friedman LLP attend outside educational seminars fessional athletes, as well as high-
geared specifically to our client base. net-worth individuals.
84 LEE FERBER, CPA Gettry Marcus CPA, P.C. It is also important that I keep cur- His expertise includes providing
84 CRAIG M. FINE, CPA, CGMA WeiserMazars LLP rent with the latest trends and chang- real estate owners and developers
es that impact each of my client’s with tax planning and saving strate-
84 BARRY GARFIELD, CPA Baker Tilly Virchow Krause, LLP businesses and in the industries in gies; advising high-net-worth individ-
which they operate. If we also perform uals and their families on tax plan-
85 MATTHEW JAHRSDOERFER Berdon LLP ning; planning tax-saving strategies
individual tax services for that client,
85 MICHAEL KATZ, CPA, ATA Sanders Thaler Viola & Katz, LLP I also need to be brought up-to-date for closely held businesses;
on changes in their personal lives.” directing sophisticated I.R.C. §1031
85 STEVEN KREIT EisnerAmper LLP “It is our practice to be in constant like-kind exchanges, including coordi-
communication with our clients, so as nating with Qualified Intermediaries;
86 ANDREW H. KUBRICK, CPA Marks Paneth LLP
year-end approaches I make sure that and representing clients at federal
86 JOHN E. LARKIN, CPA/ABV Markowitz, Fenelon & Bank, LLP I schedule meetings or phone calls and state government tax examina-
with all of my clients so that I am tions and collection matters. Bono
86 EDWARD LEE KPMG LLP fully prepared to service their needs,” also has experience managing the in-
88 JOSEPH MOLLOY, CPA Marcum LLP Barnes noted. “All of this prepara- ternal accounting and tax department
tion and knowledge is a valuable tool of a large real estate owner and devel-
89 FELIX RUSSO BDO in planning year-end audit and ac- opment company.
counting engagements in addition to As the end of 2016 approaches, the
89 FRANK SCALA Castellano, Korenberg & Co., CPAs, P.C. being able to develop client specific firm is focusing on assisting clients
89 CHRIS SENA, CPA Demasco, Sena & Jahelka LLP tax plans. I’ve always found that with with year-end tax planning strategies,
effective education and planning prior Bono said.
to the end of the year, all of my as- “We are always looking for ways
signments during the busy tax season to help our clients reduce their tax
are able to be completed much more bills and manage their cash flow,” he
efficiently and with few surprises.” noted. “For example, a client may be
“AVZ prides itself on being cli- looking to purchase a large piece of
ent-centric and this approach is just equipment for their business within
our standard way of making sure our the next six months. By reviewing
clients know that they are our great- the current P&L and the remaining
est resource,” Barnes said. year-end projection, we may be able
Barnes began his career in 2007 to advise them that if they purchased
with a mid-sized accounting firm in the equipment before the end of 2016,
Nassau County. He earned a bache- they could deduct the full cost of the
lor’s degree in accounting from St. Jo- equipment this year. Alternative-
seph’s College. He is a member of the ly, if they purchase it in 2017, they
American Institute of Certified Public wouldn’t be able to take the full de-
Accountants (AICPA) and the New duction for a year or even later if they
York State Society of Certified Pub- are projecting a loss for 2017.”
lic Accountants (NYSSCPA). He also “Another tax savings opportunity
serves as treasurer for a local library. we look at is whether or not the client
AVZ is located in Hauppauge and would get a federal deduction from
is one of the largest certified public prepaying their state tax liability in
accounting firms on Long Island pro- December vs. January or April,” Bono
viding a wide range of financial, ac- explained. “Certain taxpayers don’t get
counting, auditing, tax and consult- a benefit from doing so as they may be
ing services to a variety of businesses in the Alternative Minimum Tax.”
and industries. AVZ serves a myriad “By meeting with our clients and
83 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM
84 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Accounting
reviewing their year-to-date activity, we by,” Ferber said. “Our clients want a sory services to the manufacturing, performance. As the independent U.S.
are able to see where they stand finan- CPA that will advise and guide them distribution and service industries. member firm of Mazars Group, our
cially, and ascertain their short-term in ways that will help them identify He focuses primarily on food and bev- global reach includes 17,000+ profes-
goals for the remainder of 2016, as well areas in their business that need im- erage, pharmaceutical and consumer sionals across 75+ countries. At local
as their long-term goals, Bono said. provement and then work with them product companies. He has significant and global levels, we are proud of our
A certified public accountant, to implement change; change that expertise in auditing, accounting and value-added services in building last-
Bono a bachelor’s degree in account- will provide long-term growth, profit- tax for closely held businesses as well ing relationships with our clients and
ing at St. John’s University. He is a ability, sustainability, and ultimately as employee benefit plans, including communities. 
member of the American Institute of maximize the value of their business- pensions and 401(k) plans.
Certified Public Accountants and the es. We strive to become an extension In addition to overall finance man-
New York State Society of Certified of our client’s management team, a agement, he advises his clients on
Public Accountants. ‘facilitator’ for change.” various areas of their business includ- BARRY
He is also a member of the exec- “Just as we advise our clients to ex- ing accounting, tax, business adviso-
utive board for the Albertson-Her- plore new approaches to evaluate and ry, auditing, internal control matters GARFIELD,
ricks Little League and has managed manage their business, Gettry Marcus’ and mergers and acquisitions.
both travel baseball and Williamsport consulting group does the same,” Fer- In September 2016, Fine succeed- CPA
baseball teams in the area. He has ber noted. “We continuously strive to ed Andy Cohen as the office manag- Baker Tilly Virchow
also been a CYO basketball coach the identify new technologies and adapt ing partner of WeiserMazars’ Long Krause, LLP
past several years. innovative approaches that can be im- Island practice.
Friedman LLP, headquartered in plemented in our consulting group. “Although we are approaching the
Manhattan with locations throughout This ongoing effort allows us to work end of the calendar year, it’s the be- Barry Garfield, CPA is the Long
Long Island, New Jersey, Philadel- with our clients in a more efficient, ginning of a new and exciting chapter Island market leader and partner in
phia, and Beijing has been serving structured, strategic, and goal-oriented in my career,” Fine said. “One of the Baker Tilly Virchow Krause, LLP’s
the accounting, tax and business con- manner; always with an eye toward most important factors I am going to Melville office. Garfield coordinates
sulting needs of public and private maximizing the value of our client’s focus on in my new role as office man- the growth efforts of the Long Island
companies since 1924. Its clients have business.” aging partner is value-added services office and brings more than 30 years
the advantage of working with a mid- A graduate from the State Univer- for clients.” of public accounting experience to his
size accounting firm that combines sity of New York at Albany, Ferber is “I have discovered through many role. He is also a member of the firm’s
the staff and resources of a large firm a member of the AICPA and the New discussions with business owners that Ownership & Deferred Compensation
with a philosophy of personal respon- York State Society of Certified Pub- what they want the most, besides Committee.
sibility for its clients. lic Accountants (NYSSCPA). He also great customer service and accurate Garfield has extensive experience
belongs to several healthcare organi- compliance services, are strategies and in accounting and auditing of both
zations including the Nassau Chapter advice that legitimately minimizes public and privately-held companies,
of the NYSSCPA’s Healthcare Com- taxes, as well as helps them devel- including manufacturing and whole-
mittee and the Healthcare Financial op methodologies that increase profits sale distribution. He counsels clients
LEE FERBER, Management Association. In addition, and cash flow,” he explained. “In order in connection with acquisitions and
he is past president of the National to meet these requests, we will con- divestitures of businesses, divisions
CPA CPA Health Care Advisors Associ- tinue to focus on strategic hiring and and product lines. He also assists cli-
Gettry Marcus CPA, ation and is president of the Long detail-oriented training for our staff.” ents with cash management, reviews
P.C. Island Chapter of the Medical Group ”In addition, WeiserMazars has de- of operational policies, procedures and
Management Association. veloped an operational tool that as- controls, reorganizations, budgeting,
Ferber also speaks regularly on sists in performing a high-level diag- as well as with debt restructuring and
health care payment reform and nostics analysis of a company which obtaining traditional and non-tradi-
Lee Ferber, CPA is partner-in- what medical practices should be allows us to identify client issues and tional financing.
charge of the Gettry Marcus CPA, doing, today, to remain competitive deliver the right expertise to provide Baker Tilly’s focus in Long Island
P.C.’s business advisory group and co- and financially viable in the changing solutions,” Fine said. “ I look forward includes two specific niche capabili-
chair of the firm’s health care consult- health care landscape. to continuing to work with our Long ties — professional services and life
ing group. A partner with the firm since Gettry Marcus CPA, P.C. is a Top Island practice staff and hope to con- sciences, Garfield said.
1999, Ferber has gained specialization 200 firm nationally with offices in tinue to be a valuable resource to both “In the professional services indus-
in many areas including auditing, ac- Woodbury, Long Island and New York them and our clients.” try, we work closely with law firms to
counting, tax and business advisory City. The firm provides accounting, Prior to joining WeiserMazars, Fine enable effective management of the fi-
services for closely held businesses. tax, and consulting services to com- was a partner at Biscotti, Toback & nancial, tax and other important busi-
As co-chair of Gettry Marcus’ mercial businesses, high net worth Company, where he headed up quality ness issues the face,” he said.
health care consulting group he pro- individuals and various industries, control and led the accounting and au- “We understand that these are chal-
vides accounting, tax, audit and con- which include real estate and health diting department, which specialized lenging times for law firms, and we
sulting services to group practices, care. Gettry Marcus has one of the in closely-held middle market busi- work to help them adapt to changing
ambulatory surgery centers, diagnos- most credentialed Business Valua- nesses. He also acted as the person- regulations, understand cybersecuri-
tic & treatment facilities, urgent care tion and Litigation Groups in the New nel partner, providing leadership and ty threats, improve accounting sys-
centers, single and multi-specialty York area. training in all aspects of accounting, tems and internal controls and moni-
“super-groups” and other ancillary The firm’s experience in diverse auditing and client service-related is- tor rapidly-changing state regulations.
service providers. He regularly works industries and a highly talented and sues to the firm’s managers and staff. In addition, we assist law firms with
with providers across the health care experienced professional staff gives it Fine earned a Bachelor of Science partnership matters such as partner
spectrum advising on group consolida- the ability to share valuable insights Degree from the State University of capital, distributions and retirement
tions, mergers & acquisitions, physi- into its clients’ businesses, to better New York at Albany. He has lectured planning,” Garfield explained.
cian-hospital arrangements, physician understand their goals and problems at several colleges regarding careers Long Island also has a large num-
compensation and revenue-sharing and to help them attain the vision in public accounting and participates ber of life sciences companies with very
matters and advises practices in areas they have for their company. in the firm’s campus recruiting efforts. unique needs, he noted. “We under-
of financial management.   He also speaks annually at the firms’ stand the issues faced by these com-
As a CPA firm, Gettry Marcus Food and Beverage CFO Boot Camp. panies and offer comprehensive tax,
CPA, P.C. recognizes its clients want He is a certified public accountant accounting, and consulting services in
services that provide greater value,
Ferber said.
CRAIG M. and a chartered global management
accountant; a member of the Ameri-
each stage of the corporate life cycle
including market access and commer-
“Why not? — with more robust ac-
counting, financial and analytic soft-
FINE, CPA, can Institute of Certified Public Ac-
countants and its Employee Benefit
cialization, international expansion and
ongoing funding requirements.”
ware available to businesses, business CGMA Forum; and the New York State So-
ciety of Certified Public Accountants.
“Baker Tilly’s life sciences special-
owners see less value in traditional WeiserMazars LLP ists work with medical device, biotech-
CPA attest-type services, such as fi- WeiserMazars LLP provides in- nology, pharmaceutical and medical
nancial statement audits and tax com- sight and specialized skills in ac- technology companies to navigate myr-
pliance,” he said. “Put simply, provid- counting, auditing, tax, consulting iad challenges,” Garfield said. “We are
ing superior technical expertise and Craig M. Fine, CPA, CGMA is the and advisory services. Since 1921, our industry experts. We know our clients’
client service is a given and is just not Long Island office managing partner at dedicated professionals have lever- businesses and offer solutions to help
enough. Clients want real value.” WeiserMazars LLP in Woodbury. Fine aged technical industry expertise to grow, expand and minimize risk.”
“Gettry Marcus’ tagline ‘always has more than 25 years of experience develop customized solutions for cli- Garfield earned a bachelor’s degree
looking deeper’ is what the firm lives providing one-on-one business advi- ents, create value, and optimize their in accounting from Queens College.
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He is a member of the American In- mergers and acquisitions, assisting in Katz caters to both regional and hands-on approach for all of its cli-
stitute of Certified Public Accountants obtaining financing, or analyzing in- national companies by providing ents. This includes general income tax
and the New York State Society of ternal controls to identify weaknesses. them with information on tax plan- preparation for individuals and all cat-
Certified Public Accountants (NYSS- While performing due diligence and ning, projections & business planning, egories of business, as well as special-
CPA). He is also vice president, ACG advising on transactions we work to audit representation for federal & ized practices like IRS and State tax
New York chapter; a board member, ensure that the outcome is beneficial state tax problems, insurance compa- grievances, for which STVK has an
Long Island Association (LIA); board both in the short- and long-term to ny audits, and federal & state Depart- entire division. Additional niche areas
member, Advancement for Commerce maximize value.” ments of Labor audits. include gift, trust and estate planning
Industry and Technology (ACIT); and The firm also acts as a resource to He has almost 25 years of experi- and filings; entertainment related
advisory board member, Risk Man- the marketplace by educating through ence in the accounting industry. He fields; and personal business manage-
agement Association (RMA). presentations, round table events, ar- was chief operating officer and CFO ment. The firm also provides financial
Baker Tilly Virchow Krause, LLP ticles and blogs, Jahrsdoerfer noted. of Geller Marzano & Company, CPAs statement preparation, tax planning,
(Baker Tilly) is a nationally recog- “Our goal is to advise our clients PC prior to merging with Sanders audit services and monthly accounting/
nized, full-service accounting and and the business community to help Thaler. His continued success lies in bookkeeping services. STVK’s part-
advisory firm whose specialized pro- maximize their success,” he said. his ability to recognize the underlying ners and professionals maintain con-
fessionals connect with clients and Among Jahrsdoerfer’s professional facets of his clients’ financial plans stant communication and respond in a
their businesses through refreshing activities, Jahrsdoerfer is a member that are most overlooked and directly prompt and professional manner.
candor and clear industry insight. of the American Institute of Certi- affect their tax structure.
With approximately 2,700 employees fied Public Accountants (AICPA); New As the end of 2016 approaches,
across the United States, Baker Tilly York State Society of Certified Pub- Sanders Thaler Viola & Katz has
is ranked as one of the 15 largest ac- lic Accountants (NYSSCPA); and the been focusing on several key areas,
counting and advisory firms in the
country. Headquartered in Chicago,
New York Hedge Fund Roundtable, a
non-profit organization committed to
Katz said.
“The first major area of focus is
STEVEN
Baker Tilly is an independent mem-
ber of Baker Tilly International, a
promoting education and best practic-
es in the hedge fund industry. 
maintaining and expanding our al-
ready very strong staff,” he said.
KREIT
EisnerAmper LLP
worldwide network of independent ac- Jahrsdoerfer has spoken at indus- “Over the last couple of years, my
counting and business advisory firms try conferences, has written articles, firm has continued to grow, which
in 141 countries, with 28,000 profes- and has taught continuing education includes not only external growth
sionals. The combined worldwide rev- seminars on various accounting and through mergers and acquisitions
enue of independent member firms is auditing issues. of other CPA firms but also internal Steven Kreit is partner-in-charge of
$3.8 billion. Berdon LLP, with offices in New growth due to an increase in our cli- EisnerAmper LLP’s New York Com-
  York City and Jericho, is consistently ent base which necessitates an ex- mercial Audit and Assurance Practice,
ranked among the nation’s top CPA pansion of our professional and ad- as well as the Life Sciences and Tech-
and advisory firms. With nearly 400 ministrative staff. We credit our fine nology groups in New York. Kreit has
professionals and staff — at offices in staff for their efforts in allowing us to expertise in serving industries across
MATTHEW Jericho and New York City — clients grow in a way that does not affect our major markets, including life sciences,
can access a comprehensive array of already effective professional service technology, pharmaceuticals, media,
JAHRSDOERFER accounting, tax, financial, and man- to our clients.” manufacturing and distribution. His
Berdon LLP agement advisory services. “With continuous expansion and experience benefits companies through
Berdon advises on almost every growth comes the challenge of main- their entire lifecycle — from emerging
aspect of a business at any stage of taining efficient and streamlined entities through growth stages and
development — from startup through operations of the firm,” Katz noted. transactions, as well as maturity.
growth, diversification, and succes- “Similar to the advisory and consult- Kreit has taken companies through
Matthew Jahrsdoerfer is an audit sion. Berdon is a recognized leader in ing services we provide to our clients the IPO and reverse merger process-
principal at Berdon LLP in Jericho. advising the real estate industry and to assist them in operating their busi- es, and numerous registration state-
Jahrsdoerfer has nearly 25 years of works with numerous businesses in nesses efficiently in order to maximize ments, including drafting sessions
accounting and consulting experience the manufacturing and distribution profits, we look to take our own advice with investment bankers, attorneys,
providing services to clients in the sector as well as high net worth in- in streamlining the operations of our and ensuring compliance with SEC
manufacturing, distribution, technol- dividuals. If needs cross internation- own firm so that the infrastructure rules and regulations. His insight and
ogy, professional services, and finan- al borders, Berdon service extends is in place to absorb growth without guidance is based on his more than
cial services industries. worldwide through membership in experiencing major issues that may 25 years of auditing public companies
Jahrsdoerfer’s areas of expertise TIAG, a global alliance of more than cause financial setbacks.” and working with the SEC.
include auditing of financial state- 115 independent accounting firms in Katz earned an associate’s degree EisnerAmper LLP is currently fo-
ments and due diligence and report- over 65 countries. in accounting, magna cum laude, from cusing on ways to improve the work/
ing services on mergers, acquisitions, Nassau Community College (NCC). life balance for its clients and staff
initial public offerings, financing ar- During his studies at NCC, he was using technology, Kreit said.
rangements and recapitalizations of president of Nassau Community’s “We’ve all experienced disruption
both public and private companies. MICHAEL Chapter of Phi Theta Kappa, which due to the emergence of new technol-
Regardless of the time of year, Ber- is the National Honor Society of Two- ogies, but we’re focused on harness-
don LLP’s soul focus is providing solu- KATZ, CPA, Year Colleges. Upon graduation from ing change and improving the way
tions to the challenges and needs of NCC, he was awarded with the only we communicate with our clients,” he
its clients, Jahrsdoerfer said. ATA scholarship the accounting department said. “Technology is a great equalizer;
“Some challenges that Long Island Sanders Thaler Viola offered, as well as several other schol- it allows us to streamline communica-
businesses face today include employ- & Katz, LLP arships and entered Hofstra Univer- tions and work processes and provides
ment and workforce issues, difficul- sity where he earned a bachelor’s de- our employees the ability to move
ties in accessing capital, increasing gree in accounting, earning Dean’s List from one client to the next and back
operational costs, and national and Michael Katz, CPA, ATA is admin- honors every semester at both colleges. to the office — often without leaving
international competition,” he ex- istrative partner at Sanders Thaler He is a member of the American their desks, or even the comfort of
plained. “While these are serious chal- Viola & Katz, LLP in Jericho. Katz is Institute of Certified Public Accoun- their own homes.”
lenges there is also a renewed sense responsible for managing the day-to- tants, the New York State Society of “However, sometimes there’s no
of optimism and growth. Our clients day operations of the firm and over- Certified Public Accountants, and the substitute for a physical presence,”
look to us to provide quality audit, seeing all of the staff. National Society of Accountants. His Kreit noted. “One of the biggest moves
tax, and consulting services to deal During this past year, Katz became specialized brand of service as an Ac- as we push into 2017 is doubling our
with these challenges as well as plan administrative partner of the firm. credited Tax Advisor (ATA) has been space at 6900 Jericho Turnpike in
for future growth. Berdon profession- “In this role I have assisted Managing commended by the Accreditation Syosset, for a number of reasons. Our
als advise our clients on financial re- Partner Scott Sanders in running the Council for Accountancy and Taxa- client base on Long Island is growing
porting requirements, as well as tax day-to-day operations of the firm,” he tion, which recognizes professionals by leaps and bounds. The technology
law changes and compliance, helping said. “My role as administrative part- who handle sophisticated tax planning and life sciences sectors are boom-
them stay ahead of issues and prevent ner includes the supervision of the issues, including ownership of closely ing, and the local focus on real estate,
potential problems.” professional and administrative staff. held businesses, qualified retirement health care and financial services is
“There is nothing more satisfying At times this expanded role has been plans and complicated estates. reflected by very significant practice
than achieving client growth through challenging, but overall, it has been Sanders Thaler Viola & Katz, LLP groups at our firm. With the number
our consulting services,” Jahrsdoerfer very rewarding as I enjoy working (STVK) offers a full spectrum of ac- of our professionals who are Long Is-
said. “This could include advising on more closely with our staff.” counting and tax services, with a land-based, it is a very prudent move,
86 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

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in Accounting
both financially and for the conve- He currently serves on the firm’s ex- ties of financial planning, he assists ents focus on identifying and achieving
nience of our clients and people.” ecutive committee, which sets policy with pension plans, cash flow needs their financial goals. The credentials
Kreit spearheads the firm’s annual and strategy for the firm. and investments. and experience of its partners and staff
research report, Concerns About Risks Kubrick is a member of the Amer- As the end of the year approaches, offer clients expertise in traditional
Confronting Boards, which is broadly ican Institute of CPAs and the New there are a multitude of issues the accounting functions and in specialized
acknowledged by the media and finan- York State Society of CPAs. He is li- firm is already putting time and at- consulting programs.
cial outlets, as well as by organizations censed to practice public accounting tention towards, Larkin said.
focused on the issues of risk and repu- in New York. “For our practice, once we get
tation. His analysis of accounting- and Kubrick earned a bachelor’s degree passed the October 15th filing dead-
risk-related topics is regularly quoted in accounting from Ithaca College and a line, we begin to focus more on the up-
in professional publications, and he is
a sought-after speaker at life sciences
juris doctor from New York Law School.
Marks Paneth LLP, whose origins
coming projection and tax season,” he
said. “We are currently finalizing our
EDWARD
and technology conferences. Kreit has
also led numerous training sessions on
date back to 1907, is an accounting
firm with more than 550 people, in-
annual firm wide 2016 tax update. We
have an outside speaker educate the
LEE
KPMG LLP
critical topics, including audit meth- cluding over 70 partners and princi- firm’s accountants on the latest tax
odology and Section 404 of the Sar- pals. The firm, with headquarters in updates, changes and issues. We have
banes-Oxley Act. New York City and additional offices also started using a new write up soft-
Kreit is a certified public accoun- in Washington, DC, New Jersey, Long ware, so the staff need to be trained
tant. He earned a bachelor’s degree Island and Westchester, provides pub- and files exported.” Edward Lee is a partner in KP-
from the State University of New lic and private businesses with a full The firm is having conversations MG’s Metro New York government,
York-Buffalo. Prior to joining the range of auditing, accounting, tax, con- with its business clients about their healthcare and higher education, re-
firm, he was with a Big Four account- sulting, trade remediation and valua- year-end tax planning, Larkin noted. search, and other not-for-profit prac-
ing firm. tion services as well as litigation and “On the East End of Long Island, the tice. Based in KPMG’s Melville office,
Kreit is a member of the American financial advisory services to domestic construction and landscaping indus- Lee has more than 20 years of experi-
Institute of Certified Public Accoun- and international clients. The firm also try have been very busy and are ex- ence serving government, healthcare,
tants and the New York State Society specializes in providing tax advisory pected to continue into next year,” he higher education and not-for-profit
of Certified Public Accountants. and consulting for high-net-worth in- said. “How to reduce or defer profits organizations. He is also the resource
EisnerAmper LLP is a premier ac- dividuals and their families, as well now to lower a potential tax liability, partner for KPMG’s Long Island of-
counting and business advisory ser- as a wide range of services for interna- yet still have enough cash flow to get fice, responsible for overseeing the
vices firm, and among the largest in tional, real estate, hospitality, media, through the winter and spring are al- staffing of audit engagements, man-
the United States with offices in New entertainment, nonprofit and govern- ways interesting conversations.” ager workloads and KPMG’s employee
York City; Syosset, NY; Pennsylva- ment services clients. The firm has a “For our individual clients, we are performance management process.
nia; Massachusetts; Connecticut; New strong track record supporting emerg- also talking to them about this and next Lee has significant experience serv-
Jersey; California; Florida; Israel; and ing growth companies, entrepreneurs, year’s income and taxes,” Larkin ex- ing government, health care, higher
the Cayman Islands. The firm fea- business owners and investors as they plained. “What is their projected 2016 education, research, and other not-for-
tures 180 partners and principals and navigate the business life cycle. tax liability, financial needs and goals? profit organizations. He also has exten-
approximately 1,300 professionals. The firm’s subsidiary, Tailored In addition, we are always discussing sive experience in performing audits in
EisnerAmper provides audit, ac- Technologies, LLC, provides informa- estate and family planning with our accordance with the Uniform Guidance
counting, and tax services, as well as tion technology consulting services. clients. By year end, we need to make (formerly OMB Circular A-133), various
corporate finance, including advising In addition, the firm’s membership sure any plans are implemented by the cost reports required by the New York
on IPOs and M&A, as well as con- in Morison International, a leading client and other advisors.” State Department of Health, electronic
ducting valuations and due diligence international association for inde- “Personally, I am finishing up my filing of annual financial statements on
reviews; internal audit and risk man- pendent business advisers, financial annual CPE requirements, with the HUD REAC system, and agreed-upon
agement; litigation consulting and fo- consulting and accounting firms, fa- upcoming AICPA ABV conference in procedures reports in connection with
rensic accounting; information tech- cilitates service delivery to clients November,” Larkin said. “Also, I do try tax exempt bond offerings, as well as
nology, and other professional ser- throughout the United States and to spend a little more time with fam- NCAA guidelines.
vices to a broad range of clients across around the world. In addition, readers ily and friends towards year end, as I “I work primarily with government
many industries, including services to of the New York Law Journal rank won’t see them again until April 15th.” and not-for-profit clients,” Lee said.
more than 200 public companies. Marks Paneth as one of the area’s top Larkin is a member of the Amer- “These organizations face increased
three forensic accounting firms for the ican Institute of Certified Public Ac- regulatory oversight, stagnant or di-
fifth year in a row. countants (AICPA) where he holds minishing revenues and resources,
the AICPA certification ABV, Accred- and increasing costs. They must iden-
ANDREW H. ited in Business Valuation. This cer-
tification qualifies him to be the part-
tify ways to increase revenues and
manage costs.”
KUBRICK, JOHN E. ner in charge of the firm’s valuation Recent legislation requires federal
division. He is also certified in foren- agencies to implement control activi-
CPA LARKIN, sic services through the AICPA. ties related to fraud risk management,
Larkin is a member of the New including a requirement to collect and
Marks Paneth LLP
CPA/ABV York State Society of Certified Pub- analyze data to monitor trends and
Markowitz, Fenelon lic Accountants (NYSSCPA), and the improve controls, Lee explained. “I be-
& Bank, LLP National Conference of CPA Practi- lieve local government agencies and
Andrew H. Kubrick, CPA, JD, is tioners. He holds his Series 66 and not-for-profit should also make man-
partner-in-charge of the Long Island Series 7 and has his New York State aging these risks a top priority and
office of Marks Paneth LLP in Wood- John E. Larkin, CPA/ABV is a licenses for health and life insurance. should be proactive in reviewing the
bury. Kubrick oversees client service, partner at Markowitz, Fenelon & He is active in community organi- effectiveness of their own risk manage-
business development, and talent man- Bank, LLP, which has four offices on zations and currently serves on the ment programs.”
agement for the Long Island region. the East End of Long Island. Larkin board for Peconic Land Trust. He was “The use of meaningful data ana-
Kubrick provides services to a began his career with the firm as a a former board member of Hamptons lytics can increase the effectiveness
broad range of clients, including real staff accountant in 1989 after gradu- State Bank and is a member of the and efficiency of these programs,” Lee
estate entities, law firms, restau- ating from SUNY Plattsburgh with a Southampton Rotary. said. “Organizations must examine
rants, liquor distributors, furniture Bachelor of Sciences in Accounting. Markowitz, Fenelon & Bank, LLP how they can use data to address is-
companies and private foundations. He has spent his entire career in with offices in Riverhead, East Hamp- sues and needs. I believe the bene-
He advises his clients on all facets the Hamptons working with many of ton, Sag Harbor and Southampton fits and value of improved data and
of accounting and tax issues. With a the local businesses and families. He offers a broad range of services to a analytics include increased efficien-
background in law and accounting, has extensive experience in income variety of businesses and industries cies, less waste, and better outcomes,
Kubrick’s specialty is serving lawyers tax planning for individuals and close- throughout Long Island and the Tri- which can help public sector organi-
and law firms. ly-held businesses, and he provides State area. The firm’s goal is to help zations carry out their mission and
Prior to joining Marks Paneth, tax-consulting services in the areas clients achieve success in both their ultimately improve the quality of life
Kubrick worked in private accounting of estate and gift tax preparation and business and personal lives. The firm of their constituents.”
for several years before transitioning business valuations. Through his af- offers accounting services through In addition, Lee noted that organi-
to public accounting at a small CPA filiation with Raymond James, Lar- Markowitz, Fenelon & Bank, LLP and zations continue to look at alternative
firm. He quickly advanced to partner, kin is able to help his clients plan for financial planning services through ways to reduce costs and monetize
a status he retained when the firm their personal and family’s future. Raymond James to provide the guid- assets through public private partner-
combined with Marks Paneth in 2000. Being able to navigate the complexi- ance and counsel needed to help its cli- ships (P3). “An effective P3, can trans-
87 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM
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WHO’SWHO
in Accounting
fer risks while resulting an increased stantial increased cash flow for clients. as well as presents tax updates to
efficiencies in delivering services to “Communication with clients is im- sureties, banks, and other financial
constituents,” he said.
Lee has also assisted clients in doc- JOSEPH portant no matter the time of year,”
Molloy said. “However, as the year-
creditors. He has written tax-related
articles on issues affecting construc-
umenting their internal controls and
identifying leading practices. He has
MOLLOY, end approaches, it becomes even more
vital. Successful tax planning must be
tion companies.
He earned a bachelor’s degree in
presented to several organizations
on topics such as Enterprise Risk
CPA proactive, and this communication is
an essential step in the process.”
accounting from Queens College and
is a member of the American Institute
Marcum LLP
Management and the Uniform Guid- “When the leaves begin to fall, it of Certified Public Accountants, the
ance. Lee took a two-year hiatus from is time to start scheduling year-end New York State Society of Certified
KPMG during which time he was the planning meetings with clients to dis- Public Accountants and the Construc-
controller for Hofstra University. Joseph Molloy is a director in the cuss how the business performed, re- tion Financial Management Associa-
He earned a bachelor’s degree in tax & business services division of view changes in tax law, and assess tion, NYC chapter; and is on the advi-
accounting from Long Island Univer- Marcum LLP, with a specific focus possible tax incentives that may pres- sory board of Contractors for Kids.
sity – Post Campus. Lee is a member on the construction industry. In this ent opportunities to the taxpayer,” he Marcum LLP is one of the largest
of the American Institute of Certi- role, he oversees the preparation and noted. “From my perspective, it is im- independent public accounting and
fied Public Accountants (AICPA) and review of tax returns and assists with portant to know if anything different advisory services firms in the United
the New York State Society of CPAs tax planning for contractors. occurred this year compared to prior States. Headquartered in New York
(NYSSCPA). Molloy is experienced in all areas years, such as gains or losses that City, Marcum LLP offers the resources
KPMG LLP, an audit, tax and ad- of tax, including projections, prepara- could significantly affect taxable in- of 1,500 professionals, including more
visory firm, is the U.S. member firm tions, reviews and correspondence. He come. Armed with this information, I than 200 partners, in offices in major
of KPMG International Cooperative helps clients create and maintain tax can assess the viability of tax savings business markets throughout the U.S.,
(KPMG International). KPMG Inter- deferral strategies, thus enhancing and tax deferral strategies, along with Grand Cayman and China. Marcum
national’s member firms have 174,000 their financial position. He also has tax projections. These projections help is a member of the Marcum Group,
professionals, including more than extensive experience preparing tax re- the taxpayer understand the savings an organization providing a compre-
9,000 partners, in 155 countries. Some turns for a variety of entities, includ- opportunities, and to budget for pay- hensive range of professional services
or all of the services described here- ing C-Corps, S-Corps, partnerships, ments due; before January first for spanning accounting and advisory,
in may not be permissible for KPMG individuals and trusts. tax deductions or for payments due in technology solutions, wealth manage-
audit clients and their affiliates. Molloy regularly advises clients on March and April.” ment, and executive and professional
tax information, regulation updates, “Communication with clients is im- recruiting. The Marcum Group com-
and tax reporting best practices. His portant all year,” Molloy explained. panies include Marcum LLP, Marcum
knowledge of tax incentive program “This additional focus at year-end en- Technology LLC, Marcum Search LLC,
opportunities, such as energy tax cred- sures proactive tax planning.” Marcum Staffing LLC, Marcum Finan-
its (179D) and the research & develop- Molloy provides training and men- cial Services LLC, and Marcum Bern-
ment (R&D) credit, has resulted in sub- toring seminars to clients and staff, stein & Pinchuk LLP.

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Sena said. “There could also be radical
changes in the tax code depending who
FRANK CHRIS
gets elected and how businesses need
FELIX to plan for that for 2017 and beyond.”
SCALA SENA, CPA
“There is a lot of uncertainty until
RUSSO Castellano,
Demasco, Sena &
the outcome of the election and how
that outcome will effect my clients’
BDO Korenberg & Co.,
Jahelka LLP bottom line,” Sena noted.
CPAs, P.C.
Prior to launching his career as
a certified public accountant, Sena
worked in a supervisory capacity for
Felix Russo is a partner in BDO’s Frank Scala, CPA is a partner at Chris Sena, CPA is a partner at U.S. Trust Company.
private client services division where Castellano, Korenberg & Co., CPAs Demasco, Sena & Jahelka LLP (DS- A strong proponent of giving back
he is responsible for providing compre- in Hicksville. Scala is also in charge JCPA), an accounting, tax and adviso- to his community, Sena serves as cap-
hensive tax compliance and consulting of the firm’s Litigation Support Ser- ry services firm in Massapequa. With tain for the Bayport Volunteer Fire
services for high net worth individuals vices Division where he specializes 25 years of accounting experience, Department, proudly upholding a
and family offices. Russo also provides in forensic accounting, contractor Sena provides conscientious account- family tradition as both his father and
tax services for clients in a wide range claims and shareholder dispute res- ing and tax advisory services to chari- uncle were firefighters.
of industries, with a focus on real es- olution. ties, private foundations, schools, and DSJCPA is a full service account-
tate ownership and development. Scala specializes in financial, tax for-profit businesses in a variety of ing firm with a staff of highly trained
He joined BDO in July as a result of and consulting services for clientele industries including hospitality. and dedicated accounting and book-
an expansion with his predecessor firm, in the construction industry and in He joined the firm in 1990 and was keeping professionals. The firm pro-
Charles A. Barragato & Co. LLP, where other various industries including named a partner in 2002. He finds vides a wide range of accounting and
he’s practiced for the past 11 years. In transportation, manufacturing, real satisfaction in helping individuals and tax expertise to individuals, busi-
addition to client service, Russo spends estate, not-for–profit, import/export organizations conquer complex situ- nesses, not-for-profit organizations,
a significant amount of time on internal and wholesale distribution. Scala’s ations and admires the efforts of the schools and other agencies.
functions revolving around the develop- expertise goes further than the tra- people he works alongside at DSJCPA The firm, established in 1972, has
ment of the firm’s professionals, quality ditional areas of accounting as he and the remarkable results the firm been built on the highest standards
control and recruiting. is a strategic planner and trusted achieves on behalf of its clientele. of knowledge in the fields of business
In this election year, one of BDO’s business advisor for his clients. He There are many issues Sena is management, financial planning and
core focuses is on the direction the has an outstanding reputation and keeping his eye on as this election taxes pertaining to estates, trusts
country will be heading, Russo said. maintains extensive relationships season comes to a close. and businesses, as well as individu-
“With our economic climate poised within the surety and banking com- “In any election year there are a als. From its offices in Massapequa,
for a dramatic change from both a tax munities while taking an active role lot of unknowns as to how the stock New York, the firm services clients
and regulatory perspective, it’s import- in his clients’ bonding and financ- market will react and how healthcare, throughout Long Island, the five bor-
ant that we’re prepared to face these ing programs. including Obamacare will effect busi- oughs of New York City, Westchester
challenges head on with ideas and Castellano, Korenberg & Co. is ness expenses and personal decisions,” County, Connecticut and New Jersey.
solutions that are adaptable to the eco- focused on delivering quality and
nomic policies that are set in place,” he timely consulting, financial state-
said. “We’re expecting the unexpected, ment and tax services to its clients,
and we don’t have the luxury of cap- as well as the banking and surety
ping our attention at the federal level industries, Scala said.
– we also need to be mindful of what’s “In the ever changing world of
happening at the international, state accounting principles, codifications,
and local levels, as well.” procedures and the tax code, and
“The accounting and legal commu- with technology seemingly trying
nities are also very concerned about to outpace us, we are always faced
cybersecurity – whether it’s the next with the challenge of ‘keeping up’ so
corporate hacking scandal or another that we don’t become stagnant,” he
IRS phone scam, the security of data, said. “In addition, the moderniza-
both at the corporate and personal tion of the workplace and the new
level is under constant threat and we Millennial outlook on work life ver-
have a duty, as trusted professionals, sus home life is something we strive
to help our clients manage that risk,” to meld into our way of doing busi-
Russo noted. ness while still remaining a grow-
Russo is very active in profession- ing, profitable firm and continuing
al organizations, most recently hav- to increase our value to our clients.”
ing served as president of the Suffolk Scala is a member of many pro-
Chapter of the New York State Society fessional organizations including
of CPAs where he was acknowledged the American Institute of Certified
for his efforts in boosting membership. Public Accountants, Construction
BDO, with local offices in Haup- Financial Management Association,
pauge and New York City, provides Long Island Contractors Associa-
assurance, tax, financial advisory and tion, Subcontractors Trade Associ-
consulting services to a wide range ation and the Contractors for Kids.
of publicly traded and privately held Castellano, Korenberg & Co. is
companies. The firm offers a sophisti- a full-service accounting firm pro-
cated array of services and the global viding audit, accounting, tax, and
capabilities as one of the world’s larg- consulting services to privately held
est accounting and consulting net- businesses, their executives, and
works, combined with the personal high net worth individuals through-
attention of experienced professionals. out the New York Metropolitan
area.  We specialize in serving cli-
LIBN’S DAILY NEWS ALERT IS FREE. ents who operate in the construc-
tion, manufacturing, distribution,
and real estate industries.  Since
our founding in 1991,  Castellano,
Korenberg & Co.  has helped our
clients achieve success by provid-
ing technical expertise, customized
business solutions, and personal-
ized attention to help them navi-
libn.com gate through today’s challenges and
plan for the future.
90 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

in Melville. Chinitz has been a part

WHO’s WHO
of Long Island’s commercial and in-
dustrial real estate community since
MARIO 1987. He has completed more than
1,000 commercial real estate transac-
ASARO tions while serving with some of Long
Island’s largest real estate brokerage
Industry One Realty
houses, including Grubb & Ellis and
Island Realty.
in Real Estate & Development Chinitz’s 30 years of commercial
real estate experience in addition to
Mario Asaro is president of Indus- 10 years in business management
has enabled him to craft a firm that
Long Island’s real estate landscape is active and try One Realty in Melville. A gradu-
provides the most professional ser-
ate of St John’s University, in 2009
growing, according to many of the region’s real Asaro took the helm of the 30-year-old vice for Park Place Realty Group cli-
ents. His clients include Nestle, Allied
estate companies, development organizations Industry One Realty and tripled the
Signal Aerospace, Northrop Grum-
size of the firm when he moved the
and real estate law firms/attorneys. In this Who’s company from Farmingdale to a large man, FDIC, Ryder Transportation
Class A office in Melville. Systems, Honeywell Corp., Mestek,
Who in Real Estate & Development section, top Industry One Realty Corp is a full Inc., Chemed Corp., RXR and Suffolk
County Water Authority.
industry leaders explain how they plan to carry service commercial real estate firm,
Park Place Realty Group has seen
which specializes in office, industrial,
this enthusiasm into 2017. retail, investment and special use prop- increased activity and recovery in
erties, as well as property management. commercial real estate markets on
As the year ends, Asaro is focusing Long Island during the last several
years and expects it will continue into
on creating inventory opportunities
the final months of 2016, Chinitz said.
in the market by working harder to
“The combination of low interest
find property owners who are willing
rates, redevelopment in the boroughs
to sell for the many buyers who call
and New York City and the desire
on Asaro and the Industry One team.
INDEXINDEXINDEX “Another focus, he said, “is expanding
of Boomers and Millennials who’ve
taken on roles in family-run compa-
the Melville office even more, as well
nies to seek shorter commutes, along
focusing on opening other offices in
with better schools for their children,
the next few years in Florida, New
90 MARIO ASARO Industry One Realty continue to drive the commercial real
York City and New Jersey to start.”
estate market on Long Island,” he
90 DAVID CHINITZ Park Place Realty Group, LLC Asaro holds the distinguished
said. “Industrial property values con-
SIOR designation whose select mem-
91 ANN CONROY Douglas Elliman Real Estate tinue to climb to record highs and
bers adhere to strict ethical standards
vacancy rates remain at record lows.
and educational requirements. He
91 NEIL B. GARFINKEL Abrams Garfinkel Margolis Bergson, LLP The office market has seen improve-
also sits on the board of CIBS (Com-
ment but as our residential infra-
91 BERNARD P. KENNEDY Bond, Schoeneck & King PLLC mercial Industrial Broker’s Society)
structure finally begins a transition,
and was the first recipient of their
92 MARK LAFFEY Laffey Real Estate there is a continuing need to provide
Rising Star Award in 2005.
affordable housing options for our
92 RICHARD B. MALTZ, CAI Maltz Auctions Asaro grew up working in his fa-
Millennial labor pool so that Long Is-
ther’s restaurant from the age of
land becomes more attractive for com-
92 JOE MOSHÉ Charles Rutenberg Realty, Inc. 12 on weekends and summers then
panies to relocate and expand here.”
at the age of 21 he opened his own
93 BRUCE NELSON NAI Long Island/ NAI Global An alumnus of Albany State Uni-
restaurant he ran for 9 years and
versity, Chinitz was elected to the
93 DEIDRE O’CONNELL Daniel Gale Sotheby’s International Realty, Inc. then sold, in 2002, to pursue Com-
board of directors of the Commercial
mercial Real Estate. He credits his
93 PHIL OKUN Realty Connect USA Industrial Brokers Society (CIBS) in
experience in the restaurant/hospital-
2003 and currently serves as presi-
ity industry for grooming him to work
94 PHILIP SHWOM, SIOR, CCIM Schacker Realty dent of the board.
long, hard days, dealing with daily
Park Place Realty Group, LLC is
94 MICHAEL SILVER Newmark Grubb Knight Frank challenges, while remaining friendly
a full service commercial real estate
to everyone.
94 DREW STEIGLER Advantage Title firm specializing in the Long Island
That experience and background
office, industrial, retail, and invest-
95 HOWARD M. STEIN Certilman Balin Adler & Hyman, LLP
helps him strive in the real estate in-
ment markets. Its client list ranges
dustry, he noted.
from professional firms, international
95 KAREN STROM Schroder & Strom, LLP Industry One Realty specializes in
corporations, and non-profit organi-
all areas of commercial, industrial,
95 MICHAEL VENTRE Windsor Commercial Real Estate zations to small business owners, en-
office and retail real estate. The com-
trepreneurs, and real estate investors.
pany has more than 2,000 listings in
The company recognizes that ev-
the Long Island area for rent, lease,
er-changing market conditions require
or buy. The company has millions of
an individually charted plan for every
square feet of listed space including
client. As an advisor, Park Place Re-
corporate office space, retail front
alty Group provide its clients with the
space, and warehouse space. With its
information they need to make con-
award-winning reputation, Industry
fident decisions about their business
One Realty helps small to large busi-
and their property. The company’s
nesses continue to grow.
continued contact with architects, at-
torneys, contractors, financial insti-
tutions, town officials, builders and
our experience with zoning ordinances,
DAVID environmental laws, contract and lease
negotiations, owner/tenant representa-
CHINITZ tion services, space planning and facil-
ity management will ensure a timely
Park Place Realty
and satisfactory transaction.
Group, LLC

Contact our advertising


department to discuss options
David Chinitz is president and for your business at 631.737.1700
CEO of Park Place Realty Group, LLC
91 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Estate & Development
are currently in, and where we should real estate trade association. In ad- summa cum laude and was elected to
take the brand,” Conroy said. “We dition to counseling REBNY and its Phi Beta Kappa.
have identified new opportunities in members on the vast array of laws Abrams Garfinkel Margolis Berg-
ANN new markets. Our decision to grow and regulations that affect the real son, LLP is a full-service law that
into new areas and expand is never estate brokerage community, he hosts counsels a vast array of clients and a
CONROY based on ego but on the market en- the REBNY Legal Line, a daily legal variety of businesses, including bank-
Douglas Elliman vironment and identifying the best hotline provided exclusively for mem- ing institutions, real estate brokers,
Real Estate talent to successfully implement this bers of REBNY. start-up and middle market compa-
expansion. Expanding into those mar- Through his affiliation and partici- nies, real estate developers, cooper-
kets where our customers and clients, pation with REBNY and the Long Is- atives and condominiums, trade or-
live, work, play and invest is the basis land Board of Realtors, he has become ganizations, entertainment compa-
Ann Conroy is president of the of our growth.” acutely aware of the many issues that nies, performing artists, insurance
Long Island Division of Douglas Elli- Conroy graduated from Brooklyn face real estate brokers on a daily companies, personal services firms,
man Real Estate in Huntington Sta- College of the City of New York, ma- basis. Accordingly, he counsels his hedge funds, wholesalers, distribu-
tion. Conroy has more than 35 years joring in Psychology. Her first po- clients on fair housing matters, com- tors, transportation companies and
experience in the residential real es- sition was in the corporate human mission disputes, licensing and dis- product manufacturers. Abrams Garf-
tate business and is known for her resources department of a Fortune closure requirements, agency issues, inkel Margolis Bergson, LLP has loca-
passion for the industry, her love of 500 company, rising to a management employment and wage laws, strategic tions in New York City; Los Angeles,
the agents, her respect for the con- position in three short years. She en- alliances and affiliated business re- California and Great Neck, New York.
sumers, and her pride in the Douglas tered the real estate business after lationships and disciplinary actions
Elliman Brand. taking a short break to raise her chil- instituted by governmental entities.
Conroy started out as an agent dren. She attributes her success to Garfinkel is a member of the New
with Merrill Lynch Realty in 1981 in her family discussions around the din- York State Association of Realtors
Sayville. She was intrigued with the ner table. Her interest in the real es- and the National Association of Real- BERNARD P.
tate business can be directly attribut- tors. He also serves as counsel to the
real estate business from day one and
she became a top producer each year ed to her parent’s passion for buy- Empire State Mortgage Bankers As- KENNEDY
before entering management. ing and selling houses, as she tagged sociation and counsels his mortgage Bond, Schoeneck &
Her skills were quickly recognized along learning to love the business banking and mortgage broker clients King PLLC
by Douglas Elliman and Conroy was from a very early age. on all aspects of their businesses.
promoted to regional manager, then Established in 1911, Douglas Elli- “A significant portion of AGMB’s
senior vice president of Suffolk Coun- man Real Estate is among the largest practice involves representing lenders
ty, before taking on the responsibil- brokerages in the New York Metropol- in residential mortgage closings, as Bernard P. Kennedy is co-managing
ities of president of the Long Island itan area and nationwide. With more well as advising lenders on regulato- member in the Garden City office of
Division of Douglas Elliman. than 6,000 agents, the company oper- ry and compliance issues,” Garfinkel Bond, Schoeneck & King PLLC (Bond).
As president of the Long Island Di- ates approximately 81 offices in Man- said. “Low interest rates, significant Kennedy advises clients on various
vision of Douglas Elliman, with its di- hattan, Brooklyn, Queens, New Jersey, activity in the housing market and matters including business transac-
verse markets, Conroy works diligently Long Island, the Hamptons & North continual changes in the regulatory tions, contracts, real estate and litiga-
each and every day with her senior man- Fork, Westchester, Greenwich, South landscape is driving AGMB’s focus for tion. He is a trusted legal advisor who
agement team and managers to study Florida, Colorado and Beverly Hills. the 4th quarter of 2016” understands how to translate com-
trends and execute strategies to keep all Douglas Elliman has a strategic glob- “In particular, we have signed a plex legal issues into practical busi-
Long Island offices, ahead of the curve, al alliance with London-based Knight lease for a new office in Melville and ness terms and fashion common sense
competitive, and “the place to be.” Frank Residential for business in the we anticipate taking occupancy prior solutions to everyday business prob-
Douglas Elliman Long Island pre- worldwide luxury markets spanning to January 1, 2017,” he explained. lems. Kennedy is known for bringing
pares for each new year on October 1st, 59 countries and six continents. “We have hired a number of new em- a solution-oriented focus to the task
Conroy said. ployees to work in our closing depart- of helping clients find answers to com-
“We assess and analyze each of ment in Manhattan and we are be- plex issues expeditiously, cost effec-
our diverse markets, where our busi- ginning to consider applications for tively and completely.
ness is coming from, see what we
were really good at, where we need
NEIL B. employment in our Melville office.
AGMB also anticipates completing
For the past 20 years, Kennedy has
provided general counsel services to
to grow, where we need to focus more, GARFINKEL its SOC 2 (Type 1) Audit by December
31, 2016. The audit is being conducted
King Kullen Grocery Co., Inc., a Long
Island-based company with two subsid-
and develop an activity and goal ori- Abrams Garfinkel
ented business plan for each office,” Margolis Bergson, by a national accounting firm head- iaries, 39 retail locations and over 3,000
she said. “With a company our size LLP quartered on Long Island.” employees. Serving as outside general
and its diversity, there are many mov- Garfinkel is a Diamond Member of counsel to King Kullen, he has been re-
ing parts and we do not broad stroke the New York Association of Mortgage sponsible on a day-to-day basis for cor-
anything or take anything for grant- Brokers and is a member of the Com- porate transactions, real estate, leasing
ed. I believe that is how we are able to Neil B. Garfinkel is managing munity Mortgage Bankers Forum, the and litigation, as well as coordinating
compete successfully in each market partner of Abrams Garfinkel Margo- Mortgage Bankers Association of New legal services in areas such as ERISA,
that we service. Our market share, lis Bergson, LLP (AGMB), a full-ser- York and the National Association of intellectual property, risk management
and the components of revenue, what vice law firm, which has offices in Mortgage Brokers. Garfinkel enjoys and employment matters.
drives our top line revenue as well as New York and California. Garfinkel teaching and speaking about a variety Kennedy has assisted in the firm’s
profits, is dissected. We build a plan also serves as the partner-in-charge of real estate, title and lending top- positive development in 2016 and
around our strengths, identify our soft of the firm’s real estate and bank- ics. He is certified by the New York is working toward its growth in the
spots, and decide on an action plan.” ing practice groups. Prior to forming Department of State as an instructor new year.
“The foundation of the real estate the predecessor to Abrams Garfinkel of real estate courses, and frequently “Bond is among the largest law
business has always been to attract Margolis Bergson, LLP, he was an teaches at REBNY. He has appeared firms in all of the major upstate New
and retain the best management and associate in the real estate depart- on various television shows, includ- York markets,” Kennedy said. “When
agent talent and develop each in- ment of the law firm of Proskauer ing the local news at CBS, CNBC, I joined the firm two years ago, it was
dividual who is associated with us Rose Goetz & Mendelsohn. Bloomberg News and NY1 News. He in part with the stated intention of
by giving them the best education Garfinkel’s legal experience is di- has appeared on nationally syndicat- helping the firm identify an appro-
and training,” Conroy explained. verse and his practice focuses on all ed radio shows, has been published priate merger partner on Long Island
“Tracking where business is trending, aspects of commercial and residential in the REBNY Reporter and the Real- with whom Bond would be a good fit
being intuitive about the geo-political real estate, banking and lending law. tor, is a contributing editor to a train- culturally and add strength in critical
environment that may cause a fluc- His clients include national and in- ing manual for the real estate bro- practice areas such as corporate, lit-
tuation in those trends or a change ternational banks, mortgage bankers, ker community, and has been quoted igation and real estate. This merger
in business, always having an option mortgage brokers, real estate brokers, in The New York Times, Wall Street would enable us to serve our clients
plan for things out of our control, like real estate developers, condominium Journal, Newsday, Reuters, AP, Dow with reasonably priced legal services
the predicted rising interest rates, ap- associations, cooperative corporations, Jones, Forbes.com, Bankrate.com and covering a wider range of practice
preciation in pricing, low inventory, or landlords, tenants, title companies CNN.com. A member of the New York areas and industries that we can de-
even a super storm, keeps us focused and purchasers and sellers of residen- State Bar Association, Garfinkel is a liver anywhere in the state.”
not only on today but where we will tial and commercial real estate. graduate of Cornell Law School, He “Growth for the sake of growth
be tomorrow.” He serves as broker counsel to received his Bachelor of Arts degree alone never works,” he noted. “But
“For 2017, we will continue to as- the Real Estate Board of New York from the State University of New growth through the right combination
sess the strengths of each market we (REBNY), New York City’s leading York at Albany, where he graduated of people who are truly dedicated to
92 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Estate & Development
excellence in the practice of law and in the evolution and subsequent suc- Greenvale, New York, Laffey Real Es- real estate sales for the 14th consecu-
care about one another’s futures is a cess of the firm. He is an advocate of tate is consistently ranked in the top tive year. 2016 was especially amazing
sure formula for success. My person- independent thought, always encour- 10 percent of the brokers locally and as with well over $100 million in real es-
al focus is to identify a firm who we aging the management team to ‘think a Top 500 Broker in the U.S. based on tate sales alone.”
believe would share our values both outside the box’ pushing the limits of the 2015 Real Trends reports. Maltz earned a bachelor’s degree
as people and professionals and with creativity and ingenuity to produce The company’s global partnership from Indiana University’s Kelley
whom we can build a successful enter- stellar results. It is because of Mark’s with Leading Real Estate Compa- School of Business with a dual major
prise based upon shared goals. We are progressive business sense that the nies of the World and Luxury Port- in business management and entre-
actively pursuing a mid-sized firm at firm is recognized as a foremost lead- folio extends its reach to more than preneurship. He earned a master’s
this time.” ing residential real estate. 50 countries worldwide. The firm is a degree in real estate from New York
In 1989, Kennedy was founding Laffey has been in every role with- full-service provider offering expertise University’s School of Real Estate. He
partner of Kennedy and Gillen, a bou- in the company working his way up in sales, rentals, relocation, mortgage, is also a graduate of Reppert School of
tique business law and litigation firm the corporate ladder. From the age of developments and title insurance to Auctioneering.
in Garden City. In addition to King 18, he learned by performing every the marketplace. The cutting-edge Over the past 35 years, Maltz Auc-
Kullen, his firm has represented such role within the firm, including rental technology supporting field agents, tions has conducted thousands of auc-
clients as Hofstra University, Kimco agent, sales associate, branch man- premium brand identity and indus- tions and generated over $2 billion in
Realty, Westbury Realty Ventures, ager and broker owner. His hands-on try-leading tools embody best in class sales on behalf of such clients as the
the Rembold Company and numerous involvement has benefitted as Laffey standards. U.S. Bankruptcy Courts and financial
other corporations and institutions, has stepped into a variety of roles institutions throughout the country,
large and small. and responsibilities including vacat- the U.S. Department of Justice, the
Kennedy is experienced in com- ed positions as a result of structured Securities and Exchange Commis-
mercial leasing, particularly shop- management changes, adopting new sion, the Internal Revenue Service,
ping center leasing, and represents
both landlords and tenants in leasing
alliances with wholly owned affiliates
and implementing business enhance-
RICHARD B. N.Y. State Department of Taxation
& Finance, court appointed receiv-
transactions throughout the metropol-
itan area. He also represents a grow-
ment practices from technology and
acquisitions to agent growth strate-
MALTZ, CAI ers, estate executors and public ad-
ministrators, as well as law firms,
Maltz Auctions
ing list of independent supermarket gies and finance. private individuals and corporations,
operators throughout New York City His focus has always been on nationwide. Maltz Auctions is court
in leasing and litigation matters. the company’s growth and financial approved to act in the capacity of auc-
He earned a juris doctor from Ford- health. Today, the real estate company tioneers, real estate brokers and re-
ham University School of Law and continues to experience strong market Richard B. Maltz, CAI is president ceivers. The 35-year-old firm is na-
bachelor’s degree from New York Uni- share in its primary areas and even of Maltz Auctions, a full service auc- tionally recognized as a trusted name
versity. Kennedy is admitted to prac- in broader geographic locations as a tion firm in Central Islip. With annu- in excellence and achievement.
tice in New York, the U.S. District result of the talent and acquisitions of al real estate auction proceeds regu-
Court for the Eastern District of New independent local brokers in Nassau, larly exceeding $70 million, Maltz is
York, and the U.S. District Court for Queens and Suffolk Counties. Laffey recognized as a leader in the auction
the Southern District of New York. and his partner have expanded the method of marketing with a brand as-
He has held various roles in civic corporate footprint and maximized the sociated with professionalism, integri-
and pro bono matters, including serv- Laffey Real Estate name to remain ty and success. JOE MOSHÉ
ing on the board of the Family and leaders in residential real estate ser- President of Maltz Auctions Charles Rutenberg
Children’s Association and its execu- vices on Long Island and Queens.  since 1998, Maltz has handled the Realty, Inc.
tive committee and governance com- Laffey Real Estate is approach- sale of numerous luxury residential
mittee; serving as board chair of the ing the New Year with cautious opti- estates and unique commercial as-
Family and Children’s Association; mism, Laffey said. sets. Most recently, he sold a par-
serving on the Board of South Shore “Having successfully executed a tially built hotel in Manhattan and
Communities Hospital; serving on the complete corporate rebranding, we an operating hotel in Long Beach for A licensed real estate broker, Joe
Board of St. Joseph’s College; serving are poised to enter 2017 with signifi- $30,750,000 and $27,400,000, respec- Moshé is owner of Charles Rutenberg
as chair of the New York State Bar cant momentum,” he said. “In general tively. He additionally oversaw the Realty, Inc., which has branch offices
Association Committee on Volunteer market terms, interest rates are still sale of a $10,400,000 million residen- in Plainview, Huntington, Oceanside,
Lawyers providing pro bono legal ser- at record lows. Home prices are ris- tial estate on Long Island’s East End Hauppauge, Sayville, Queens, Bronx
vices to residents of drug and alcohol ing but not to the detriment of closed and an $8,200,000 luxurious Man- and White Plains Moshé founded
rehabilitation facilities; and serving transactions, though you’d think the hattan condo on behalf of the U.S. the company in 2006, and today the
on the New York State Trial Law- opposite would occur. As a measure Bankruptcy Court in conjunction with company is celebrating its 10th anni-
yers advocacy committee providing of home purchasing power the afford- the U.S. Marshal Service. His firm versary with 1,000 agents and eight
pro bono legal services to victims of ability index is rising, a positive indi- further solidified itself as the preem- branch offices.
the 9-11 disaster. Kennedy is also a cator of higher purchasing power by inent firm with the $19,000,000 sale Moshé’s is credited for his keen
member the board of the Point Look- the consumer.” of the Woodcrest Golf Club on Long ability to create programs and pro-
out Civic Association and a member of “So, what do we do to maximize Island’s North Shore. He is credit- cesses that meet the needs of today’s
the Class of 2012 of Energeia. momentum?,” Laffey asked. “First ed with orchestrating residential and real estate agents and the market
Bond, Schoeneck & King PLLC is a and foremost, we are in the first commercial auction events with sin- they service. Moshé and his wife Pam
law firm with 270 lawyers represent- phase of developing a custom CRM gle-day portfolio auction proceeds of founded the agency on the premise
ing companies, public and private in- system to capture more leads, incu- more than $30,000,000. that an agent should be paid in full
stitutions and individuals in a broad bate the pipeline and increase market Currently, Maltz leads a staff of for the work that they do; therefore,
range of practice areas. Bond has nine share. Technology, such that it is, has team members with the diversified their agents are paid 100 percent
offices in New York State and offic- matured to the degree that systems knowledge and experience to sell vir- commissions for residential transac-
es in Naples, Florida and Overland are more compatible and interactive. tually any class of real estate. tions. His innovative business model
Park, Kansas. To be at the top of our game, we had “As year-end approaches, we con- gives the professionals associated to
to address the vertical software and tinue to be focused on upcoming him tremendous latitude to work out
hardware compatibility issues. The multi-property auction events, which creative solutions in putting together
new customized web-based CRM will include a Manhattan brownstone real estate transactions.
be able to achieve the single-sign on and luxury apartment, an 11 unit Moshé also provides his agents
MARK goals, allow sales managers to mon-
itor and mentor the agents and, of
multi-family building in the Bronx
and multiple single and multi-family
with cutting-edge technology, allow-
ing them to conduct business with
LAFFEY equal importance, provide a ROI cal-
culator on all transactional activity,
properties throughout Long Island,
Queens and Brooklyn, to name a few,”
prospective buyers, sellers and other
industry partners from any location.
Laffey Real Estate
operational expenses and marketing Maltz said. In addition, Charles Rutenberg Realty
initiatives.” The upcoming months will be about focuses on strengthening the abili-
Laffey Real Estate is one of the tradition and tribute, Maltz said. ties of the agents through extensive
largest privately held independent Our team will spend the holidays ongoing education and training on a
Mark Laffey is a principal owner family-owned residential real estate focused on family, as well as honoring weekly basis.
of Laffey Real Estate. With a vast firms on Long Island with a network of the memory of my father, David, who He has also created a one-stop-shop
understanding of the residential real over 400 agents in 13 offices through- passed away last December,” he noted. brokerage that includes all the ser-
estate business, Laffey’s knowledge out Nassau, Western Suffolk and “He would have been very proud to see vices buyers need under one umbrella
and integrity have been instrumental Queens counties. Headquartered in his tradition of an increase in annual utilizing a Concierge Program. For
93 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Estate & Development
specialized transactions, Moshé also Island, Westchester, New York City and facilities management, real es- founded her own business, Deirdre
established a Commercial Division, and New Jersey. tate investment and capital market O’Connell Realty, Inc. in 2003 with an
a Short Sale Division, and a Buyer’s As an investment sales specialist, services, due diligence, global supply office in Manhasset. She expanded her
Agency specialty that all cater to spe- Nelson is focused on devising and exe- chain and logistics consulting and re- operation to the North Fork in 2005
cific needs. cuting strategic plans. lated advisory services. NAI Global with the opening of an office in Cut-
Moshé and his team are focused “Owners, investors, buyers and Member firms, leaders in their local chogue. O’Connell set herself apart in
on company growth and community sellers’ criteria continually change markets, are actively managed to real estate through her real estate ex-
awareness as 2017 approaches. along with the real estate market,” work in unison and provide clients pertise, professionalism and attention
“Our mission this coming year he said. “So staying abreast of these with exceptional solutions to their to personal service. Daniel Gale Sothe-
is to grow our agency by adding to changes and where we are in the real commercial real estate needs. Found- by’s International Realty acquired her
our roster of talented agents and to estate cyclical allows me to properly ed in 1978, today NAI Global has successful business in 2007.
help more sellers and buyers meet advise those clients on near-term and more than 375 offices strategically Founded in 1922, Daniel Gale So-
their housing goals,” he said. “In ad- long-term objectives.” located throughout North America, theby’s International Realty consis-
dition, of utmost importance to us is “The NAI platform consists of prov- Latin America, Europe and Asia Pa- tently leads the nation in achieving
to create an impact in our local com- en real estate professionals serving cific, with over 6,700 local market pro- one of the highest average sales prices
munities for those in need. We are all aspects of commercial real estate fessionals, managing over 380 million in the country. Daniel Gale Sotheby’s
working closely with organizations, with one goal in mind-providing best square feet of property. is a $2.5 billion organization with 850
like Community Housing Innovations of class service to our clients,” he said. sales associates in 27 offices span-
and rockCANroll, to meet this objec- “NAI Global allows us to serve clients ning Long Island and Queens. Ser-
tive. We want to help our neighbors locally, nationally or internationally, vices include a relocation division, an
to have a roof over their head and a and with individually owned offices, DEIDRE award-winning marketing & technol-
meal on their table.” you know that your client will have ogy department, a development mar-
“In order to ensure that our plans the best representation possible.” O’CONNELL keting group, commercial and rental
for the upcoming year come to frui- “NAI Long Island office has spe- Daniel Gale divisions; and Ambassador Abstract
tion, our strategy is quite simple: We cialists in landlord representation Sotheby’s title company.
will recruit creative, hardworking real and tenant representation, as well as International The Sotheby’s International Re-
estate agents and make sure they are investment sales experts, in-house Realty, Inc. alty ® affiliate for Long Island and
trained to provide top-notch service to accountants, and property manage- Queens since 1976, Daniel Gale So-
the market we service,” Moshé said. ment staff,” Nelson said. “These pro- theby’s has gained national and in-
“We will concentrate on making the fessionals have extensive knowledge Deidre O’Connell is an associate ternational recognition, including top
first-time homebuyer experience pos- in all product types and markets. It is real estate broker/general sales man- honors worldwide. In addition to its
itive and stress-free. We will provide an essential benefit to providing best ager at Daniel Gale Sotheby’s Inter- place on the Regents Board of “Who’s
educational seminars, targeted liter- possible practices.” national Realty, Inc. in Manhasset. Who in Luxury Real Estate,” Daniel
ature and create relationships with “Today, real estate professionals and A consistent top producer, O’Connell Gale Sotheby’s International Realty is
agents who are specifically trained to their clients are seeking answers to a has created a reputation of exception- active in Real Trends, The Asian Real
work with individuals who are new to multitude of questions including, ‘who al customer service. Her outstanding Estate Association and The Realty
the homebuying process. And final- will be the next president?;’ ‘when will leadership led to her appointment as Alliance, which comprises some of the
ly, we will continue to work with our the Fed raise interest rates and what a member of Daniel Gale Sotheby’s In- real estate industry’s most influential
non-profit partners to ensure that the will its impact be on real estate?;’ and ternational Realty’s executive team as companies with participation “by invi-
underserved know that Charles Ruten- ‘are we in a bubble and is there a re- the general sales manager for the com- tation only.”
berg Realty is doing all that it can to cession in the near term?,’” Nelson ex- pany with regional responsibilities for
make a difference in their lives.” plained. “As a 30-plus year real estate western Nassau County and Queens.
Charles Rutenberg Realty, founded professional, one thing is for sure, the A true professional, O’Connell em-
in 2006, is one of the nation’s fast- real estate market is ever changing.” braces the challenges of the industry.
est-growing, most progressive real es- Nelson is a licensed salesperson and “As most in the industry know, real
tate agencies, with over 1,000 associ-
ated real estate professionals. Charles
a licensed real estate appraiser (MAI
designation and New York State Certi-
estate sales is an extremely demand-
ing and at times difficult business,”
PHIL OKUN
Realty Connect USA
Rutenberg Realty, Inc. specializes in fied). He has testified as an expert wit- O’Connell said. “Agents experience re-
residential and commercial trans- ness in legal matters before the New jection and adversity daily. They also
actions in Suffolk, Nassau, Queens, York State Supreme Court and Dis- must keep ahead of industry trends
Brooklyn, Bronx, Westchester, Put- trict Court. He has also been retained and continue to learn all the new tech-
nam, Rockland and Orange Counties. by various courts to sell real estate in nologies and tools of the business.
Among the 1,900 independent real contested matters. These transactions Daniel Gale Sotheby’s International Phil Okun is a founder and partner
estate offices represented by Multi- were tailored to approved disposition Realty, Inc. understands these chal- at Realty Connect USA, a full-service
ple Listing Services (MLS), Charles procedures dictated by the court’s and lenges and for our agents officially de- real estate brokerage and advisory
Rutenberg Realty, Inc. has attained have included auction sales and modi- clared 2016 ‘The Year of the Agent.’” firm headquartered in Long Island.
among the highest market share for fied auction sales. “We believe in giving our agents all the Okun oversees all commercial real
transactions closed, available invento- Nelson has also exclusively repre- tools, support and training they need estate operations for the company,
ry and listings taken for the last five sented leasing agencies for select land- to be successful,” O’Connell noted. “As which specializes in the purchase,
years. The National Association of lords totaling 750,000 square feet and part of this initiative, we rolled out our sale, rental, and marketing of residen-
REALTORS® has recognized Charles tenants totaling in excess of 150,000 new company website and in addition tial and commercial properties.
Rutenberg Realty, Inc. as one of the square feet. to this beautiful, powerful tool, each of Okun has many years of experience
Top Five Real Estate Firms in New Nelson earned a bachelor’s degree our 850 agents were given a free per- in the industry. He was co-founder
York and The Top 75 Real Estate in economics from Hofstra University. sonal website. This is huge financial of Merrill Lynch Realty’s commercial
Firms in the country. He is licensed real estate salesperson savings for our agents, as well as an- real estate division in the 1980s. The
in New York State; and a licensed real other opportunity to easily broaden the bulk of his career was spent work-
estate appraiser in New York State. reach of their business.” ing with Vincent Polimeni, starting
NAI Long Island is a full service Tools are great and necessary but as vice president of Polimeni Realty,
commercial real estate firm serving without training they are useless, Inc., which was the brokerage division
BRUCE Nassau, Suffolk, and Queens coun- O’Connell explained. of Polimeni Enterprises, Inc. While
ties since 1980. Its staff has in-depth “Daniel Gale agents are offered there, he hired and trained over 300
NELSON market knowledge, experience, and training in everything and that is why sales agents to sell and lease commer-
NAI Long Island/ the ability to negotiate successful cli- our agents adopt to industry tools so cial real estate. As president of Sky-
NAI Global ent-specific transactions. The compa- well,” she said. “Finally, as we end line Management Corp., a Polimeni
ny’s expertise is enhanced by state-of- the year, our Daniel Gale manage- affiliate, he directed property man-
the art systems, and a comprehensive ment team is going through a three- agement for over 3,000,000 square
database to provide market and prop- day coaching program to fine tune their feet of office and retail property. Fi-
Bruce Nelson is senior director at erty information. NAI Long Island is agent development skills, so they can nally, as president of Polimeni Inter-
NAI Long Island in Melville. Nelson a member of NAI Global, the premier be even more prepared to support, train national, Okun was heavily involved
has closed real estate sales for corpo- network of commercial real estate and embrace their agents in 2017.” in development of shopping centers
rate, institutional and entrepreneur- firms spanning the globe. O’Connell launched her real estate and apartments in Poland.
ial investors and occupiers totaling in NAI Global provides a full range of career in 1991 following a career in Realty Connect USA is reinventing
excess of $800 million, having placed corporate real estate services, includ- public and employee communications commercial real estate, Okun said.
over 6.5 million square feet in Long ing brokerage and leasing, property for a major insurance company. She “Historically, commercial real es-
94 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Estate & Development
tate transactions have been handled USA, we give our agents the best tools Heartland Town Square, the largest includes less private offices and more
in two ways, either through a com- available to insure a positive experi- planned mixed use smart growth de- open workspaces and team rooms to
mercial real estate brokerage com- ence for their clients and customers.” velopment in lower New York State, foster open communication and cre-
pany or a commercial division of a Okun is a founder and board mem- will be developed. ativity,” he said.
residential real estate company,” he ber of Hanover Community Bank in Shwom earned a bachelor’s degree Silver has 17 years of experience
said. “Commercial brokerage com- Garden City Park. He is also the au- in economics, with honors, from Emory in the industry. Prior to joining New-
panies have the knowledge on how thor of “Make Money on Main Street,” University. He also attended New mark Grubb Knight Frank, Silver
to get those transactions completed, which is designed to instruct residen- York University where he complet- worked at Studley for five years, and
but only comprise a small percent- tial real estate agents how to list and ed required graduate course work in was very active in the midtown and
age of the overall real estate agent sell commercial property. earning CCIM designation. downtown Manhattan market, repre-
population. Those listings may not Founded in 2009, Realty Connect Since 1962, companies and property senting tenants in a variety of indus-
get the exposure necessary to get the USA is among the fastest growing real owners have turned to Schacker Real- tries. He earned a bachelor’s degree
deal done. Further, many commercial estate companies on Long Island, with ty to fulfill their Long Island industri- in urban studies, specializing in real
brokerage companies do not share over 650 licensed agents in 13 offices in al and commercial real estate needs. estate management, from the Univer-
their inventory as is typically done Nassau, Suffolk and Queens counties. The company’s objective is to earn its sity of Maryland.
on MLS with residential and com- Realty Connect USA offers com- clients’ trust by exceeding their expec- Newmark Grubb Knight Frank
mercial listings.” prehensive state-of-the-art real es- tations, and in doing so, build a long (NGKF) is one of the world’s leading
“When transactions are handled by tate solutions for buyers, sellers, term and treasured relationship. commercial real estate advisory firms.
a commercial division of a residential investors, and developers. The firm Schacker’s expertise is in the in- Together with London-based part-
real estate company, they usually do consists of a closely integrated team dustrial, office and retail sectors of ner Knight Frank and independent-
not get the attention and support as of accomplished professionals with the market. Over the past five de- ly-owned offices, NGKF’s 12,800 pro-
the primary business of the company extensive experience in every aspect cades, Schacker has completed more fessionals operate from more than
is listing and selling homes and the of the sale, rental, and purchase of than 100 million square feet of com- 370 offices in established and emerg-
commercial transactions are treated single-family homes, condominiums, mercial property transactions, repre- ing property markets on six conti-
like ‘also rans,’” Okun noted. “Most and cooperatives. senting a diverse client base of buy- nents.  NGKF is a part of BGC Part-
residential companies do not have ex- ers, sellers, landlords and tenants. ners, Inc., a leading global brokerage
pert commercial real estate trainers This extensive client base includes company servicing the financial and
or support staff to assist in getting the many Fortune 500 corporations and real estate markets.
property properly listed and then sold countless family-owned businesses
or leased.” PHILIP that form the backbone of Long Is-
“At Realty Connect USA we take
an approach which is unheard of in SHWOM, land’s economy. Schacker has built
its reputation by handling its client’s
the industry,” Okun noted. “Not only
are all of our agents allowed to per- SIOR, CCIM business the same way it would the
business of its own friends and family.
DREW
form all types of real estate transac- Schacker Realty
tions, we support those efforts with
Schacker’s advanced technological
capabilities better serves its clients by
STEIGLER
extensive training and hands on Advantage Title
saving them time and providing more
assistance in the field while paying complete and faster access to informa-
them 90 percent commission on all Philip Shwom, SIOR, CCIM joined
Schacker Realty in Melville as a tion, as well as contacts they require
commercial transactions. I personally to make decisions and transact busi-
attend listing presentations, buyer trainee after he graduated college and
ness. The company is continuously Drew Steigler is executive vice
meetings, and negotiation sessions to in 1998 became CEO and managing
updating its systems and databases president and chief underwriting
support the agent and insure the con- partner of Schacker Real Estate Corp.
to enhance the way its agents and counsel at Advantage Title in Mel-
sumer gets the best possible service. Shwom is recognized as one of the
clients evaluate and complete real es- ville, the flagship of the Advantage
In this manner listings get full expo- leading commercial brokers on Long
tate transactions. Group of affiliated companies. Stei-
sure to all 650 agents in our company Island. Both the Commercial Indus-
trial Brokers Society and the Long gler is responsible for handling com-
and full exposure on MLS, with over
Island Development Corp have named plex commercial and residential real
20,000 realtor members.”
him Long Island Broker of the Year. estate transactions across the New
“We also utilize New York State
York metro area and the nation.
MLS and international exposure
through numerous web sites including
In 2014, Shwom was the only Long
Island broker to be named by CoStar
MICHAEL Steigler was previously with an-
other leading national title company
Juwai in China, where many com-
mercial real estate buyers are from,
in its annual Power Broker Awards
in both the office and industrial cate-
SILVER where he served as senior underwrit-
Newmark Grubb ing counsel responsible for transac-
while sharing our inventory with the gories. He also received a 2015 Costar Knight Frank
commercial real estate companies in Power Broker Award.  tions throughout the United States.
our market place, as well,” Okun ex- In a significant real estate trans- Many of these involved the resolu-
plained. “This creates far greater ex- action in modern Long Island history, tion of defaulted commercial mortgage
posure than can be generated by most Shwom acted as the exclusive agent backed securities. Steigler has also
commercial real estate companies as representing Heartland Development Michael Silver is a director at New- served in lead underwriting counsel
they do not typically use the services in its acquisition of a 460-acre New mark Grubb Knight Frank in Mel- roles for a $7.4 billion acquisition of
mentioned above. At Realty Connect York State-owned property where ville. Silver provides strategic and a major retailer with an insured lia-
advisory real estate services focus- bility of approximately $1.2 billion;
ing on leasing and sales transactions New York City trophy properties with
for mid-size and large corporations $1 billion liabilities; the refinance
You like us in print, on Long Island. His main priority is
to develop innovative strategies that
of a 33-property portfolio, including
quarries, across PA, NJ, DE and MD

now you can LIKE


serve his clients’ business needs, re- that involved complex underwriting
duce occupancy costs and increase of mineral rights issues; and construc-
profits. He has represented companies tion financing for military base hous-

us on Facebook. in a wide array of industries includ-


ing law firms, financial institutions
ing on five U.S. Air Force bases.
As the year comes to an end, Ad-
and technology companies throughout vantage Title will continue to be pro-
Long Island.  active in finding solutions to ensure
Whether a company is looking to re- that its clients transactions close in
locate or renew their lease, expand or an expeditious and seamless manner,
dispose of space, or buy or sell property, Steigler said.
Silver believes a high level of service is “Historically, our 4 th quarter has
critical in providing value for clients.   meant ‘all hands on deck’ as our cli-
libn.com As companies plan for their real ents often want to complete any open
estate, Silver has noticed a recent deals that can feasibly close by the
trend in the industry includes chang- end of the year,” he said. “Therefore,
facebook.com/LongIslandBusinessNews es in design for office space. “Many
companies are now looking to gener-
our greatest focus will be to continue
to provide the best service and re-
ate a more open, collaborative envi- sources needed to accomplish closing
ronment for their employees, which as many of the region’s most signifi-
95 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Estate & Development
cant projects as possible. “ hurst. In 2015, he also represented Award from Long Island Cares, Inc.
“Our in-house team of counsel are Publishers Clearing House in its move Stein is also a board member of the
relied upon by developers and attorneys
due to our extensive commercial trans- HOWARD M. to 170,000 square feet in Jericho.
Stein continues to see increased
Association for a Better Long Island
and the Institute of Real Estate at
action knowledge and our ability to
navigate the local landscape,” Steigler
STEIN activity in the commercial real es-
tate sector.
Hofstra. In 2013, he was presented
with an award by Commercial and
Certilman Balin
noted. “It is worthwhile to note that “Certilman Balin is experiencing Industrial Brokers Society of Long
Adler & Hyman,
many of our local clients have expanded substantial growth in our commer- Island and named “Associate Member
LLP
their footprint beyond Long Island to cial real estate transactions, which of the Year.” Stein has also been re-
acquire, finance or dispose of properties I attribute to the enormous opportu- cently appointed to serve on the board
in other regions or states. As a result, nities created by transit oriented de- of directors of Vision Long Island, an
we have experienced a great deal of Howard M. Stein is managing part- velopments,” Stein said. “After many advocate of “Smart Growth.” He was
growth in both the New York City and ner of the Real Estate Practice Group years of planning and delays due pre- named to the Metro New York Super
the national market.” “Nevertheless, at Certilman Balin Adler & Hyman, dominantly to NIMBYism (Not in My Lawyers list each year from 2012
the majority of our clients are bullish LLP where he concentrates on mat- Backyard) and legal challenges, these through 2016.
on Long Island’s prospects in the near projects are now coming to fruition.” Stein is a graduate of the Univer-
ters related to real property acqui-
term,” he said. “As a result, we expect a “They are not only stimulating real sity of Rochester and earned his law
sitions, development, sales, leasing,
strong finish to 2016.” estate deals, but also creating vibrant degree from Case Western Reserve
real estate finance and loan work-
Steigler graduated from the Hofst- sustainable communities,” Stein noted. University. He is admitted to prac-
outs. Stein represents a wide range
ra University School of Law “We will grow our practice accordingly tice in the State of New York and the
of clients from closely held businesses
Advantage Title, the flagship com- to meet our clients’ needs, as a result U.S. District Court, Eastern District
to public companies in structuring
pany of the Advantage Group, is an of this positive real estate trend.” of New York and has achieved the
industry leader in the metropolitan complicated transactions for retail, An adjunct professor at Touro Law highest rating by Martindale Hubbell.
area providing commercial and res- industrial, office, hotel and residential Center and chairman of its board of He is also a member of the Nassau
idential title insurance and related developments. governors, Stein lectures extensively County Bar Association.
services to attorneys, developers, in- In what could be the largest price on issues relating to real estate law. Certilman Balin Adler & Hyman,
vestors, lenders and REITs in New paid for a land sale on Long Island, He was named to the Inaugural Class LLP, with offices in East Meadow and
York and across the United States. Stein handled the sale of the Melville of Touro Law Center Builder’s Soci- Hauppauge, is one of Long Island’s
Advantage President and CEO Joseph “pumpkin farm” to Canon USA for its ety in 2011. That year, he was also largest full-service law firms. Its 15
M. Willen founded the company in North American headquarters, play- appointed by the Suffolk County Ex- practice areas include: real estate, real
1987 with a mission to meet and ex- ing a major role in resolving a legal ecutive to serve on the Suffolk County property tax certiorari and condem-
ceed the demands of clients for their dispute that kept the Fortune 500 Judicial Facilities Agency. nation, cooperative and condominium,
most critical real estate transactions. Company on Long Island. Recently, Stein is a supporter of Big Brothers land use, environmental law, corpo-
The company has long standing rela- Stein has represented both Renais- Big Sisters of Long Island and is a rate/securities, litigation, commercial
tionships with the nation’s largest un- sance Downtowns and Tritec Real Es- member of its President’s Counsel and lending, labor relations/employment
derwriters to ensure security and flex- tate in various transit oriented proj- was the recipient of its Presidential law, bankruptcy and debtor/creditor
ibility, and has been ranked a New ects in Ronkonkoma, Hempstead Vil- Award in 2000. In 2007, he received rights, nonprofit/tax exempt and reli-
York Law Journal Best Title Agency. lage, Huntington Station and Linden- The Harry Chapin Humanitarian gious organizations, trusts and estates,
96 I LONG ISLAND BUSINESS NEWS I Who’s Who 2016 I LIBN.COM

WHO’SWHO
in Real Estate & Development
elder law, telecommunications law, statewide (inclusive of New York tee for the American Bar Association cessfully represented major corpora-
and criminal law. City), the 10-attorney team at Schrod- (ABA) Real Property Tax Section since tions and private companies in the
er & Strom is well positioned through 1995 and an editor of the ABA Proper- acquisition and disposition of office,
the state and familiar with various ty Tax Deskbook, as well as the annual industrial and retail property.
nuances of the more than 1,000 taxing author of the New York chapter. Ventre is a member of the Garden
jurisdictions in New York,” she said. Schroder & Strom, LLP is a leading City Chamber of Commerce and the
KAREN “Since school tax bills throughout tax certiorari law firm on Long Island Long Island Commercial, Industrial
Nassau County were recently issued, with 10 attorneys devoted exclusively to Brokers Society, Garden City
STROM we are currently educating our com- property valuation proceedings. Schro- Kiwanis Club, and volunteers to
Schroder & Strom, mercial clients on the new ‘Disputed der & Strom, LLP has also been listed find a cure for prostate cancer at the
LLP Assessment Fund’ (DAF) enacted by as one of the top 100 New York State annual ‘Cruzin 4 a Cure’ Car Show -
Nassau County, as well as the newly women-owned firms. The firm rep- a not for profit organization.
implemented STAR program for resi- resents New York’s commercial proper- Windsor Commercial Real Es-
dential owners.” ty owners from the eastern tip of Long tate is dedicated to serving the New
Karen Strom founded the Mine- Prior to finding the firm, Strom was Island to the Canadian border. In ad- York-Metro and Long Island commer-
ola-based law firm of Schroder & a partner in a Garden City law firm dition, its residential practice handles cial real estate market. The company
Strom, LLP in 2000. Strom’s entire specializing in real property tax review all levels of condominiums, co-op and works closely with landlords and ten-
proceedings and condemnation law. homeowner association tax appeals, as ants to ensure their needs and expec-
legal profession has been in tax as-
She earned a juris doctor from Hofst- well as single-family homes. tations are met.
sessment litigation since her admis-
ra University School of Law and is a Windsor Commercial Real Estate
sion to the Bar. She has litigated tax
member of the New York Bar, as well has long term relationships with
appeals in all of the major counties,
as the Connecticut and New Jersey many leading financial institutions to
cities, and towns in New York State
Bars. She is also admitted to practice
– up to and including the New York
State Court of Appeals.
before the U.S. District Court for the MICHAEL help with any financing needs. Suc-
cessful leasings have been attributed
District of New Jersey and Eastern
As another year draws to an end,
Schroder & Strom, LLP continues to
District of New York. VENTRE to its professional in-depth knowledge
of the local market, dedication to its
Strom has written and lectured Windsor
assist both commercial and residen- Commercial profession, and a loyal commitment
extensively through the state on the
tial property owners in unwinding the Real Estate to clients. The company is credited for
topic of real property taxes, as well as
complex issue of real estate taxation its policy of accessibility and timely
on the issue of contaminated proper-
on Long Island, Strom said. ties in valuation proceedings. responsiveness.
“While taxes have been long pre- She has always been heavily in- Among its range of personalized
sumed a ‘fixed expense’ by many busi- volved in community and charitable Michael Ventre is managing prin- services, Windsor Commercial Real
nesses, in fact, the answer is never organizations. Strom has held the po- cipal at Windsor Commercial Real Es- Estate completes a comprehensive
that simple,” Strom explained. “New sition of board member on the Ameri- tate in Westbury. He is a licensed New market study, analyzing the office, in-
York is considered a ‘judicial state,’ can Heart Association, and was a two- York broker who founded Windsor dustrial, or retail property, in order to
which means that there is a presump- term treasurer of WEDLI (Women Commercial Real Estate Inc. in 2006. competitively position it in the mar-
tion of validity that attaches to your Economic Developers of Long Island). Ventre specializes in many aspects ketplace. The information generated
assessed value (the basis of your tax She is a founding member of Pet of commercial real estate including by this study enables the company to
bill). The taxing jurisdiction is pre- Peeves of Long Island, Inc., and was investment sales, landlord and tenant design a creative marketing program
sumed to have correctly valued your co-chair of the Suffolk County Animal representation, strategic planning, targeted specifically towards the prop-
property. You must overcome this pre- Law Committee, as well as, chairper- and asset management. His respon- erty being represented. Windsor then
sumption before eligibility for tax re- son of the Women, Golf & Business sive and comprehensive approach to- assembles a leasing and management
lief. Hiring counsel is the first step in Committee of the Long Island Classic wards servicing clients’ needs and de- team to effectively implement the mar-
analyzing whether you are, in fact, Champions Tour. mands has been rewarded with multi- keting program.
paying too much as a result of over- She is a member of the Town of ple assignments from his clients on a Windsor Commercial Real Estate
assessment — as a threshold to going Oyster Bay Landmarks Preservation local and regional level. also provides client consultation ser-
to court. We carefully analyze all rele- Commission and has been a member He began his career in the 1990s vices for the office, industrial, and
vant financial documents before mov- of the Institute of Property Taxation with Newmark of Long Island, LLC., retail industry including relocation,
ing forward to prove our case.” since 1993. Strom has also been chair- a nationally recognized commercial re-negotiation, acquisition, disposition,
“With over 10,000 active cases person of the Property Tax Commit- real estate company, where he suc- and tenant representation services.

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