Paula Goldberg NYC Office ManagerNotary Total Industry Experience | 22 Years Professional Experience Goldman Sachs & Co.Municipal Bond Department,Private Wealth Management Education BA, Fordham...
Daniel Flath, CFA, CFP® PartnerInvestment Committee Total Industry Experience | 11 Years Affiliations Columbia Business SchoolAlumni Club of New YorkMember CFA Society New YorkMember CFA InstituteMember Education MBA, Columbia Business SchoolBS, University of...
Carolyn Ferguson AssociateFinancial EducationCommunications Total Industry Experience | 7 Years Professional Experience Municipal Securities Rulemaking BoardMarket Regulation Affiliations Council for Economic EducationAssociate Board Member Education MS, Catholic...
Lindsay Cherashore DirectorPortfolio ManagementFamily Office ServicesInvestment Committee Total Industry Experience | 20 Years Professional Experience Northern Trust, US TrustPrivate Wealth Management Affiliations 100 Women in FinanceMember Education BA, Denison...
