New Members

7 New Members in the New York Area

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

Tedd Drattell

The A Team Consulting
Chief Executive Officer
(646) 783-1940
tdrattell@ateamconsulting.com
Financial Service
Home Group: New York City 10

Bio: Whether your business is a start-up or well-established, our full-service fractional accounting Team offers the ideal level of support at every stage of your business with flexible engagements based on your unique needs and budget.

Eric Lalime

Pallas Capital Advisors
Managing Director
(551) 277-2686
eric@pallascapitaladvisors.com
Investment Advisor
Home Group: Essex 1

Bio: Eric is a Managing Director of Wealth Management leading the Park Ridge, New Jersey office for Pallas Capital Advisors, a nationally recognized, independent Registered Investment Advisory firm.

Christopher Michelsen

Strategic Family Capital of B. Riley
Founder & Managing Director – Investments
(212) 271-4508
cmichelsen@brileywealth.com
Investment Advisor
Home Group: New York City 5

Bio: My practice concentrates on the Investment Management and Planning needs of Business Owners and their Families. Focus on Exit Planning including M&A and ESOPs.

Amy Kawa Posner

The Wills & Trusts Firm, LLP
(212) 867-9120
aposner@thewillsfirm.com
Attorney
Home Group: New York City 8

Bio: I am an attorney licensed in NY and FL. I draft wills, trusts, & advance directives for clients in Metro NYC. I advise on how best to protect loved ones while preserving wealth, and I create plans for incapacity, long-term care, and death.

Carl Sherer

Rimon Law
Partner
(973) 883-9181 WhatsApp (617) 513-9643
carl.sherer@rimonlaw.com
Attorney
Home Group: New York City 10

Bio: I am a New York and Israel admitted attorney specializing in public and private M&A and Securities.

June Toth

WilkinGuttenplan
Principal
(732) 243-4737
jtoth@wgcpas.com
Accountant
Home Group: Essex 1

Natalia Eileen Villarman

Seen@Work
Founder & CEO
(516) 810-7335
nataliaeileen@seenatwork.com
Consultant Service
Home Group: Westchester/Fairfield

Bio: Natalia (she/her) leverages her over 12 years of diversity and inclusion experience to lead Seen@Work, a boutique firm that provides inclusive leadership coaching, training, and community-building programs designed to help all employees feel seen at work.

Member News

Events

Save-the-Date for our Fall PV@Night – Wednesday, September 25th at Carmine’s Times Square from 5:00-7:00pm. Details and Registration are on the Hub!

Accelerate Your Membership (AYM) on Monday, August 12, 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, July 3, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Tuesday, July 23, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 24, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, July 24, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, July 25, 2024 – 11:30a PT | 1:30p CT | 2:30p ET