Our primary goals
Our primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.
An AM&AA chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other opportunities.

2022 Economic, Capital Market, and Tax Outlook: An Interview Series
Executive Chapter Committee

Jeffrey Appleman
CFO
Consulting Partners
Consulting Partners

Tom Attivissimo
CEO,
Greiner-Maltz
Greiner-Maltz

Brian Califano
Managing Partner,
Accerlating CFO
Accerlating CFO

Anthony Citrolo, CM&AA
Managing Partner,
The NYBB Group, LLC
The NYBB Group, LLC

Luis de la Prida, CM&AA
The
NYBB Group
NYBB Group

Lee Ferber
Partner,
Gettry Marcus CPA
Gettry Marcus CPA

Cristina Givelechian
SVP – Commercial Banking,
City National Bank
City National Bank

Terence Hannafin, CM&AA
Managing Director,
Carter Morse & Goodrich
Carter Morse & Goodrich

Diane Johnston
Senior Vice President,
UBS
UBS

Mark Kravietz
Managing Partner,
ALINE WEALTH
ALINE WEALTH

Alex MacPherson
Financial Advisor,
First Republic Bank
First Republic Bank

Corey Massella
Partner,
UHY LLP
UHY LLP

Dennis O’Rourke
–
Moritt Hock
Moritt Hock

JT Scheriff
Audit Partner,
BDO USA
BDO USA

Gregg Schor
CEO,
Protegrity Advisors
Protegrity Advisors

Charles Skop
Member,
Meyer Suozzi
Meyer Suozzi

Nicholas Racanelli
VP,
Sancus Insurance Agency LTD
Sancus Insurance Agency LTD
Sponsors















Events
january, 2023