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Annual Forum 2018 Speakers
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Harlan J. Accola, CRMP

National Reverse Mortgage Director, FAIRWAY Independent Mortgage Corporation




Christina Alfandry

Managing Director, GAMCO Asset Management 



Allison Brack, CPA, MST
Partner, Citrin Cooperman

Allison Brack is a tax partner with more than 20 years of experience providing tax compliance and consulting services. As part of the firm’s Tax Services Practice, she advises private companies in a wide range of industries, including restaurants, real estate, staffing, and technology. She also works closely with women business owners and high net worth individuals. Allison has extensive and diversified expertise in an array of tax-related areas. She has a deep expertise in helping new business ventures determine the optimal choice of entity, and also works with owners selling their businesses to structure deals in the most tax efficient manner. Her guidance extends to ensuring individual clients take full advantage of the variety of tax benefits available to them. 



  Joseph Bublé, CPA
Partner, Tax Practice Leader, Citrin Cooperman

Joe Bublé, a partner in the firm’s New York City office, leads Citrin Cooperman’s tax practice.  He concentrates on strategic tax planning, mergers and acquisitions and sophisticated tax research for businesses and individuals. He is involved in all aspects of his clients' tax and financial planning, from the acquisition, operation, and disposition of businesses, to individual income and estate tax planning. Joe has extensive experience with the taxation of partnerships, limited liability companies, C corporations, S corporations, and high net worth individuals. He speaks extensively on tax and strategic planning matters, and is frequently quoted in the media on tax issues.
  Patrick Daly, CPA
Partner, Citrin Cooperman

Pat Daly has an extensive background in taxation and accounting, which includes various tax compliance and consulting services. Pat advises individual clients and closely held companies on a wide range of tax issues. Quality service and a commitment to truly understanding clients’ businesses has been Pat’s focus throughout his career. He often serves as a point person in his clients’ financial dealings, advising and helping them to mitigate taxes and grow wealth. 
  Jere Doyle
Senior VP, BNY Mellon Wealth Management


 Dan Egan

Director of Behavioral Finance and Investing, Betterment For Advisors


Dan Egan is the Director of Behavioral Finance and Investing at automated investing service Betterment.  He’s spent his career using behavioral finance to help people make better financial and investment decisions.  Dan’s research has appeared in multiple behavioral economics publications, including the Journal of Economic Behavior & Organization and the Wiley Encyclopedia of Operations Research and Management.  He lectures at Columbia University and New York University.  Follow Dan on Twitter @daniel_egan.


Janice Kaplan


Janice Kaplan is a well-known journalist and the New York Times bestselling author of The Gratitude Diaries and a dozen other books.  She is the best-selling co-author with Dr. Barnaby Marsh of the new book How Luck Happens: Using the Science of Luck to Transform Work, Love, and Life. 


Catherine LeGraw

Asset Allocation Team Member, GMO LLC 


Mark Maimon

Vice President, Team Lead, Freedom Mortgage




Dr. Barnaby Marsh


Dr. Marsh is an expert on risk-taking and as a Rhodes scholar at Oxford, he did pioneering research on decision-making and now works with leaders of major corporations and philanthropic foundations.  He is the best-selling co-author with Janice Kaplan of the new book How Luck Happens: Using the Science of Luck to Transform Work, Love, and Life. 


Collin Martin, CFA®

Director, Fixed Income, Schwab Center for Financial Research


Kevin Matz

Partner at Stroock & Stroock & Lavan LLP


Krishna Memani

Chief Investment Officer at Oppenheimer Funds 


Wade D. Pfau, PhD, CFA® 

Professor of Retirement Income, The American College


Michael Santoli

Senior Markets Commentator at CNBC 


Neal Soss, PhD

Vice Chairman of Investment Strategy and Research, Credit Suisse 


Wes Stillman

Chief Executive Officer, RightSize Solutions


Lili Vasileff, CFP®, CDFA

President, Divorce and Money Matters


Ellen Zentner

Managing Director and Chief Economist, Morgan Stanley





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