New Group Leaders

2 New Group Leaders in the New York Area

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

Daniel Axelrod

NYC M&A Affinity
Bernstein Private Wealth Management
(212) 823-3571
daniel.axelrod@bernstein.com
Home Group:

David Scheidemantle

Scheidemantle Law Group P.C.
(626) 660-4434
david@scheidemantle-law.com
Home Group: NYC 10

New Members

8 New Members in the New York Area

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

Jeff Cunningham

McAngus Goudelock & Courie
(516) 203-8444
jeffrey.cunningham@mgclaw.com
Attorney
Home Group: New York City 10

Bio: I serve as outside General Counsel to solo to mid-sized law firms and defend lawyers sued for legal malpractice and facing disciplinary action.

Michael Durant

Aequitas Tax
(212) 659-7298
mdurant@aequitastax.com
Accountant
Home Group: New York City 8

Bio: Westchester County.

Marilyn Garcia

Citrin Cooperman
(212) 697-1000
mgarcia@citrincooperman.com
Accountant
Home Group: New York City 10

Melissa Geiger

M&T Bank
Vice President
(973) 261-5113
mgeiger@mtb.com
Banking Finance
Home Group: Woodbridge

Cheri Giglia

Supporting Strategies North Shore Long Island
Managing Director
(631) 230-5570
cgiglia@supportingstrategies.com
Accountant
Home Group: Long Island 2

Bio: Provide outsourced bookkeeping / accounting by leveraging technology to give business owners accurate financials and insight into their profitability and cash flow.

Raj Kapoor

Flushing Bank
(917) 734-5587
rkapoor@flushingbank.com
Banking Finance
Home Group: Long Island 2

Bio: Raj Kapoor is an experienced commercial lender with a focus on working capital lines of credit, term loans, equipment financing, medical financing and commercial real estate. Raj has 13 years of experience in the industry.

William M LaPiana

Paxton Financial Services
President
(212) 967-4284
wlapiana@paxtonfs.com
Financial Service
Home Group: New York City 10

Bio: Cleints rely on me to help when they ahve highly appreciated assets and looking to defer or mitigate taxes.

David Flores Wilson

Sincerus Advisory
Managing Partner
(917) 843-4366
dwilson@sincerusadv.com
Financial Service
Home Group: New York City 4

Bio: David Flores Wilson helps professionals and business owners in New York City achieve financial freedom. Named Investopedia Top 100 Financial Advisors in 2019 and 2020, he is a Managing Partner for Sincerus Advisory.

Member News

Events

Save-the-date for our Spring PV@Night – Thursday, April 11th at the Perfect Pint Public House. Registration and details are on the Hub.

Accelerate Your Membership (AYM) on Monday, April 8, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics. Register Now!

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Wednesday, March 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, March 6, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, March 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, April 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET