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Saratoga SpringsMeetingPoint - Saratoga Springs
Our Saratoga Springs Members
Get to know us!
Charles Amodio
CPA, CFF, MAFF, MBA
Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims
Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs). FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services. Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes. In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.
Christopher Burke
Manager
Teal, Becker & Chiaramonte - Certified Public Accountants & Advisors
As a Manager for TBC Chris specializes in audit, review, compilation, and tax engagements for commercial clients primarily in construction and manufacturing industries. Chris also oversees several employee benefit plans. He’s a member of the construction and manufacturing committees within the firm.
Prior to TBC, Chris worked in the audit department at a small regional accounting firm in Glastonbury Connecticut for several years.
Outside of work Chris enjoys playing golf, spending time with his wife Miranda and his 3 year old dog Mia, and rooting for the Buffalo Bills.
Leslie D'Angelico
Arrow Financial
leslie.dangelico@arrowbank.com
Connecting Small Businesses and Individuals to the right financial solutions...
Andrea Gorgen
Employee Benefits Sales Executive
agorgen@marshallsterling.com
Employee Benefits Sales Executive at marshall & sterling
Andrea Gorgen is an Employee Benefits Sales Executive at Marshall & Sterling, a 160 year old leader in employee benefits, property and casualty insurance and wealth management. Andrea is responsible for generating new growth opportunities in Northern New York by combining proven cost containment strategies, technology and superior account management solutions into one cohesive package for the benefit of Marshall & Sterling’s current and prospective clients.
Andrea joined the Employee Benefits Division in 2021 after several years working as a travel agent and territory sales executive in other industries. Recognized as "top rookie", a "rising star" and also a recipient of a sales spotlight for her time in those previous roles, Andrea's experience has proven to be invaluable as she navigates her shift into providing employee benefits. Her high quality of service to her clients is evident as she works to advise and help employers manage their risk and achieve their health insurance goals through industry analysis, strategic planning, and detailed information and support as they navigate their benefits needs and requirements.
Andrea earned a Bachelor’s Degree in Criminal Justice from SUNY Oneonta where she also minored in Communications. In 2022, she was a member of the Presidents Club for Marshall & Sterling. She plays volleyball regularly and often supports Red Cross blood drive initiatives.
Megan
Harris-PeroManaging Attorney
Managing Attorney
Megan founded the Harris-Pero Law Firm, PLLC in 2015 to help individuals, families and business owners navigate life’s transitions wisely and comprehensively. After working in both large and small firms, Megan wanted to create a warm, individualized experience for every client in the areas of: estate planning (wills and trusts), estate settlement (probate and administration), agricultural law (conservation easements), and business law (business formation and business succession). Planning ahead provides peace of mind. We are a boutique firm with a small group of dedicated legal professionals who believe in striving to protect our clients from life’s uncertainties and help during times of need. As we continue to grow – we remain committed to giving back to our community by serving on the Agricultural Stewardship Association’s board and supporting other local charities .
Joey Lufkin
Corporate Account Manager
jlufkin@adktechs.com
Adirondack Technical Solutions
Joey Lufkin, Sales Manager at ADKtechs. His focus is to build ADKtechs’ customer relations, marketing efforts, and sales force in the Glens Falls, Saratoga, Albany, and surrounding regions. He is a graduate of Hartwick College, where he earned his B.S. in Business Administration and played collegiate basketball. In his off hours, you can find him spending time with his wife, Miranda, and his son Luka. He also enjoys working out, traveling, attending sporting events, and boating in the summer months.
Chana McIntyre
Senior Director of Business Development
Senior Director of Business Development, TBM Payroll, PEO and HR President of the Board, Athletic Haven
Chana is a seasoned executive with over a decade of experience in business development, strategic partnerships, and organizational growth. As Senior Director of Business Development at TBM Payroll, PEO and HR, she plays a key role in shaping the firm’s client engagement strategy and expanding its presence across New York’s Capital Region and beyond. Her work focuses on delivering tailored HR and payroll solutions that help businesses operate more efficiently and scale with confidence.
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TBM Payroll is a trusted provider of payroll processing, benefits administration, compliance support, and PEO services. Under Chana’s leadership, the firm has deepened its client relationships and broadened its impact across diverse industries. Her consultative approach and deep industry knowledge allow her to craft customized strategies that align with each client’s unique goals.
Chana’s commitment to service extends well beyond her professional roles. She currently serves on the boards of three prominent organizations in the Capital Region: the Daughters of Sarah Foundation, the Greater Loudonville Association, and Congregation Ohav Shalom. These roles reflect her dedication to community enrichment, intergenerational care, and neighborhood advocacy.
She is also the President of Athletic Haven, a nonprofit that provides accessible athletic programs for youth aged 7 to 12. Since its founding in 2016, the organization has become a vital part of the community, offering low- or no-cost opportunities for student-athletes to thrive.
Chana is known for her collaborative leadership style, strong business acumen, and ability to inspire teams toward shared goals. Whether guiding a nonprofit mission or leading business development for a growing firm, she brings a unique blend of empathy, execution, and entrepreneurial spirit to every endeavor.
Michael Nelson
Partner & Creative Director
michael@fivetowers.us
Partner at Five Towers Media (formerly Spa City Digital)
Our mission is to give unwavering support to entrepreneurs and small business owners with new client acquisition and company communications. We know how complex the digital universe has become and we want to help our clients navigate it successfully. Whether it is Graphic design, Websites, Digital Marketing, Content Creation, or Communications we make marketing easy.
Elizabeth O'Reilly
Meliora Law
Approaching the practice of law with attention to detail...
Elizabeth (Liz) O’Reilly is an Associate with Meliora Law, PLLC who approaches the practice of law with attention to detail, collegiality, and a client-centered focus. She assists clients with corporate, health care, and trust & estates matters. Liz brings a dynamic and personal approach to lawyering and tackling the ever-changing regulatory landscape her clients find themselves in.
Tom Schin
Owner, Build Better Culture
Company Culture, Leadership Development, and Employee Engagement expert helping you retain your most valuable resource - your employees.
My focus is to help you, your customers and your organization improve your workplace culture, increase employee engagement, and provide professional development for your managers (helping them become leaders). When's the last time your supervisors / managers received training on how to lead? Let's start that conversation today!
Matt Schunck
Account Executive
Account Executive at Ten Eyck Group
Matt Schunck is an Account Executive with the Ten Eyck Group where the agency is a Capital Region staple being independently owned since 1905. The Ten Eyck Group specializes in commercial and business insurnace, employee benefits insurance, and personal insurance while being licensed in almost 40 states. Matt focuses on Real Estate Development, Construction, Manufacturing, and Non-Profit Organizations. Matt engages with an up-to date communication style that his clients find reliable and valuable, while empowering people to understand change that leads success and helps their bottom line.
Paul Zarecki
Forensic Accountant
pzarecki@fazforensics.com
Helping Attorney's and their Clients Investigate Fraud and Resolve Complex Financial Litigation Matters
I work with a talented team of Forensic Accountants! We successfully resolve financial disputes, conduct investigations, analyze economic losses, and calculate business value.
Interested in learning what we are all about?
Are you looking for new networking opportunities with like minded B2B professionals?
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Albany
MeetingPoint - Albany
Our Albany Members
Get to know us!
Charles Amodio
CPA, CFF, MAFF, MBA
Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims
Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs). FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services. Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes. In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.
Greg Barcomb
Senior Account Executive
Any fool can know. The point is to understand.
The Ten Eyck Group is a 100+ year old Independent Insurance Agency headquartered in Albany, NY. Our mission is to provide a highly consultative and hands on approach to risk management built on a trusting relationship. We are a generalist agency with specialties in the following industries:
Lawyers - Architects and Engineers - Real Estate Development - General Construction - Heating and Cooling Contractors - Electrical Contractors - Manufacturing - **Cannabis and Hemp/CBD - Bars and Restaurants
Dave Barcomb
CEO for Hire
Even the best mountain climbers need an experienced guide.
It’s easy to put together a business plan that looks good on paper. Executing that plan against real-world challenges is what separates successful businesses from the rest of the pack. You must be clear about what makes your company unique, develop a strategic competitive advantage and deliver value to your clients.
Over the last 30 years, I have helped leaders at some of the finest companies in the world see and seize opportunity. I was in the trenches with US auto manufacturers to implement quality processes that helped them to turn the corner and compete against Asian bands. I’ve worked side-by-side with domestic manufacturers to expand while others retreated. And I have provided professional guidance to young teams, to provide stability, process and metrics as they pursue aggressive growth strategies.
As CEO FOR HIRE, I turn the sum of my experience into short-term professional engagements, custom-designed to meet the needs of enterprises seeking to supplement their on-staff expertise.
Jessica Blanchette
Associate
Bond, Schoeneck & King PLLC
Jessica is a business attorney engaged in a comprehensive practice of corporate law, property law, and tax law. Jessica understands both the business and personal components to her work and takes a practical yet critical approach when advising individual, for-profit, and not-for-profit clients on navigating these complex laws to meet objectives and goals while mitigating risk. She has particular experience in entity structuring, corporate governance, corporate and tax compliance, and stock and asset transactions, as well as drafting, analyzing, and negotiating contracts and other documents to meet daily business operation needs. Jessica also counsels and assists clients throughout all stages of the purchase, sale, and refinance of commercial real property. In addition, Jessica has advocated and negotiated favorable outcomes for both entity and individual clients in tax disputes before both the Internal Revenue Service and New York State Department of Taxation and Finance.
Steve Bronder
CERTIFIED FINANCIAL PLANNER™ professional at The Summit Group
stephen.bronder@equitable.com
I believe in the importance of continued personal and professional growth.
Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring financial plans through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.
I focus on comprehensive financial planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection, investment management, retirement planning, estate planning, college planning strategies and group benefits.
Brandon Castle
Licensed Real Estate Salesperson
CORE REAL ESTATE TEAM
Brandon Castle is a licensed real estate salesperson in the Capital Region. He grew up in Colonie and currently resides in Niskayuna. He began his sales career in 2013 spending 5 years in commercial real estate before later entering residential real estate in 2021. In his first full year in residential real estate, he was recognized as a top 10% producing realtor in the greater capital region. He was featured as the “Rising Star” agent in the September 2023 issue of Real Producers magazine.
Brandon and his wife, Chere were married in 2017 and they welcomed their first daughter Lorelai in August 2022.
Chris D'Ambro
Vice President, Commercial Loan Officer
cjdambro@firstscotia.com
1st National Bank of Scotia
25+ years in banking, enthusiastically worked my way from a teller to a Branch Manager. Passionately pursued and have developed 15+ years of experience in Commercial Lending, currently Vice President, Commercial Loan Officer who enjoys enhancing the Commercial process, with a specialty in Real Estate Lending and Construction Lending with experience as a former Commercial Credit Manager.
Jim Giordano
Virtual Chief Information Officer
TAG Solutions
Jim Giordano is a results-driven technology executive with over 30 years of leadership experience spanning cybersecurity, digital transformation, and IT strategy. As a Virtual Chief Information Officer (vCIO) at TAG Solutions, he partners with small and mid-sized businesses to align their technology investments with strategic growth, risk mitigation, and operational excellence.
Jim specializes in building multi-year IT roadmaps, conducting cybersecurity assessments, and guiding AI adoption to enhance business efficiency. He leads initiatives in endpoint protection, compliance, cloud migrations, and data security—helping organizations stay secure, scalable, and competitive.
Prior to TAG, James held senior leadership roles including Chief Information Officer at Latham Pool Products, Vice President of Information Technology at Protective Industrial Products, and Chief Technology Officer at General Electric. He also founded and scaled his own small business, gaining firsthand experience in entrepreneurship and client service.
James holds an MBA from the Lally School of Management at RPI and a Bachelor of Science in Computer Information Systems from SUNY Poly.
Kevin Hanif
Sr. Account Executive
k.hanif@gtm.com
GTM Payroll services inc
At GTM Payroll Services, I help businesses optimize their payroll and HR operations with a strategic and personalized approach. We combine the power of an advanced corporate platform with the dedicated support of a local partner, ensuring seamless payroll processing, benefits administration, background checks, and compliance management. Our flexible, week-to-week service model allows businesses to operate with confidence—without the constraints of long-term contracts.
Eric Hungershafer
Financial Advisor
Spring Street Financial
My team and I help individuals achieve a more secure future for themselves, their families and businesses. Our objective is to create an individual, goal based financial plan for every client that aligns their financial decision making with their long term personal goals. A small amount of foresight and responsibility help to allow our clients to live their lives by design rather than by default. Please let me know how I may be able to help you realize your vision for the future. We specialize in Risk Management (insurance) planning, Wealth accumulation (investment planning) and wealth preservation & distribution. Our goal is that everyone we meet with understands where the blind spots in there plan might be, and we provide world class insurance and investment options to help them achieve their goals.
Ryan Keleher
Member (Partner)
rkeleher@bsk.com
Bond, Schoeneck & King, PLLC
Ryan is co-deputy chair of Bond's litigation department. Recognized in Best Lawyers in America and Upstate New York Super Lawyers Rising Stars, he is a business and tort trial attorney who practices complex civil litigation in state and federal courts. Ryan has tried both jury and non-jury trials, argued at the appellate level and represented clients during mediation and arbitration proceedings.
Read More
He routinely represents corporations, small businesses, construction companies, individuals, insurance companies, third-party administrators, public entities and school districts in a wide range of litigation matters. Ryan represents clients in a variety of business/commercial disputes ranging from breach of contract, construction disputes, business torts, fraud, unjust enrichment, unfair competition, breach of fiduciary duty, tortious interference, partnership dissolution, waivers and releases, enforcement of employment agreements, covenants not to compete, non-solicitation and non-disclosure agreements.
In addition to business/commercial litigation, Ryan spends the other 50% of his practice in the areas of personal injury, premises liability, product’s liability, defamation, professional malpractice, construction litigation, Labor Law §§ 240(1), 241(6) & 200, motor vehicle accidents, fire loss, water loss, toxic tort, insurance coverage disputes and cybersecurity matters.
Ryan volunteers his time as a member of the Board of Directors for Court Appointed Special Advocates (CASA). The mission of CASA is to broadly support and develop local volunteer advocacy on behalf of the best interests of abused and neglected children. Ryan also handles landlord/tenant and prisoner rights pro-bono matters.
When Ryan is not practicing law, he is spending time with his family, working out, skiing, cycling, mountain biking, hiking, rock climbing and playing team sports. He is also an avid fan of college and professional sports and he has a strong passion for cars.
David Kubikian
Partner
HERZOG LAW FIRM P.C. - ESTATE AND ELDER LAW PLANNING, ADMINISTRATION AND LITIGATION
David A. Kubikian became a principal of the Herzog Law Firm in 2017. He concentrates his practice in the areas of Estate Planning, Medicaid Planning/Elder Law, Estate Administration, Matrimonial Law and Estate Litigation.
David prides himself on providing a superior client experience. A teacher at heart, David takes the time to make sure clients are educated about their options while providing a no pressure atmosphere that allows clients the space and time to make important decisions.
Peter Lauricella
Regional Managing Partner
peter.lauricella@wilsonelser.com
Wilson Elser
Peter is the Regional Managing Partner in Wilson Elser's Albany Office. Wilson Elser is an international law firm with 38 offices in the United States, as well as affiliated offices around the globe. In New York, Peter, leads a growing team of attorneys that practice in the areas of Business Litigation, Employment and Labor Law, Corporate and Business Law, Intellectual Property, Shareholder and Partnership disputes; Protection of Trade Secrets; Enforcement of Non-Compete Agreements; Professional Liability Defense Litigation and Government Investigations and Regulatory compliance.
Ashley Mahserjian
Attorney
The Law Offices of Jean M. Mahserjian, Esq., P.C.
Ashley is an attorney at The Law Offices of Jean M. Mahserjian, Esq., P.C. She practices all areas of Matrimonial and Family law, including but not limited to divorce, equitable distribution, custody, child support, domestic violence, and QDROs. Ashley is a registered Attorney for Children in Saratoga County. She also handles Trust and Estates and Probate matters. In addition to litigation, Ashley is a certified mediator focusing her mediation practice on Family law and Elder law disputes.
Shawn Pepe
Principal Broker
Transworld Business Advisors
Transworld has been a mainstay in the business brokerage industry for over 40 years, specializing only in business sales. We focus on the client's specific industry to find the right buyer. This means faster results for business owners. Our brokers are some of the most sophisticated and experienced in the industry. Many brokers have owned businesses and can relate to client specific needs. Our service, dedication and drive is their guarantee that if they are prepared to sell a company, we are ready to sell it for them.
The focus of our team is helping the business achieve its goals. That could be establishing a value for the business, merging with another company, franchising the operation, buying another business or selling a business.
Todd Stevens
Principal
Cresa
Todd joined Cresa in 2017 and manages the Albany office’s accounts. As their clients’ advocate, he provides guidance in implementing strategy to meet their operational and financial goals. His specialties include strategic planning, market analysis, site selection, financial analysis and transaction management. Prior to joining Cresa, Todd worked his way from loan officer to CEO of a credit union. Under his leadership they completely overhauled their products and services in concert with a new marketing initiative. He also forged strategic partnerships to allow the credit union to increase its capacity to serve its membership.
Neal Stimler
President
President at Stimler advantage
Neal Stimler, President of Stimler Advantage, an executive management consulting firm, helps leaders and organizations thrive in today's changing world. His consulting firm provides business and IT services, from strategic planning to technology implementation. With international experience, Neal empowers organizations to be dynamic, resilient, and sustainable.
Matt Smith
Merchant Consultant
Roof Monster
Matt Smith, is the owner of Roof Monster, a full service roofing company. Matt grew up in the capital region and has a great reputation of being fair and honest. Roof Monster provides commercial and residential services within the capital region. Roof Monster, prides itself on its treatment of their customers.
Roof Monster, is a proud sponsor of the Siena Saints and The Boys and Girls Club of the Capital District.
Erika Wood
Partner
ewood@meliorafirm.com
Meliora Law
Erika Wood is a Tax and Corporate attorney who thrives on building personal connections with her clients and translating technical details into practical solutions. She brings clever ideas, a smile, and optimism to challenging situations. She advises individuals, for-profit, and non-profit entities on all facets of New York State and federal tax issues. Erika also counsels clients on broad-ranging corporate and legal matters regarding all fundamental events from ownership, operation, transfer, and the termination or sale of businesses across industries.
Interested in learning what we are all about?
Are you looking for new networking opportunities with like minded B2B professionals?
Post is under moderationStream item published successfully. Item will now be visible on your stream. -
Albany
MeetingPoint - Albany
Our Albany Members
Get to know us!
Charles Amodio
CPA, CFF, MAFF, MBA
Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims
Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs). FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services. Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes. In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.
Greg Barcomb
Senior Account Executive
Any fool can know. The point is to understand.
The Ten Eyck Group is a 100+ year old Independent Insurance Agency headquartered in Albany, NY. Our mission is to provide a highly consultative and hands on approach to risk management built on a trusting relationship. We are a generalist agency with specialties in the following industries:
Lawyers - Architects and Engineers - Real Estate Development - General Construction - Heating and Cooling Contractors - Electrical Contractors - Manufacturing - **Cannabis and Hemp/CBD - Bars and Restaurants
Dave Barcomb
CEO for Hire
Even the best mountain climbers need an experienced guide.
It’s easy to put together a business plan that looks good on paper. Executing that plan against real-world challenges is what separates successful businesses from the rest of the pack. You must be clear about what makes your company unique, develop a strategic competitive advantage and deliver value to your clients.
Over the last 30 years, I have helped leaders at some of the finest companies in the world see and seize opportunity. I was in the trenches with US auto manufacturers to implement quality processes that helped them to turn the corner and compete against Asian bands. I’ve worked side-by-side with domestic manufacturers to expand while others retreated. And I have provided professional guidance to young teams, to provide stability, process and metrics as they pursue aggressive growth strategies.
As CEO FOR HIRE, I turn the sum of my experience into short-term professional engagements, custom-designed to meet the needs of enterprises seeking to supplement their on-staff expertise.
Jessica Blanchette
Associate
Bond, Schoeneck & King PLLC
Jessica is a business attorney engaged in a comprehensive practice of corporate law, property law, and tax law. Jessica understands both the business and personal components to her work and takes a practical yet critical approach when advising individual, for-profit, and not-for-profit clients on navigating these complex laws to meet objectives and goals while mitigating risk. She has particular experience in entity structuring, corporate governance, corporate and tax compliance, and stock and asset transactions, as well as drafting, analyzing, and negotiating contracts and other documents to meet daily business operation needs. Jessica also counsels and assists clients throughout all stages of the purchase, sale, and refinance of commercial real property. In addition, Jessica has advocated and negotiated favorable outcomes for both entity and individual clients in tax disputes before both the Internal Revenue Service and New York State Department of Taxation and Finance.
Steve Bronder
CERTIFIED FINANCIAL PLANNER™ professional at The Summit Group
stephen.bronder@equitable.com
I believe in the importance of continued personal and professional growth.
Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring financial plans through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.
I focus on comprehensive financial planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection, investment management, retirement planning, estate planning, college planning strategies and group benefits.
Brandon Castle
Licensed Real Estate Salesperson
CORE REAL ESTATE TEAM
Brandon Castle is a licensed real estate salesperson in the Capital Region. He grew up in Colonie and currently resides in Niskayuna. He began his sales career in 2013 spending 5 years in commercial real estate before later entering residential real estate in 2021. In his first full year in residential real estate, he was recognized as a top 10% producing realtor in the greater capital region. He was featured as the “Rising Star” agent in the September 2023 issue of Real Producers magazine.
Brandon and his wife, Chere were married in 2017 and they welcomed their first daughter Lorelai in August 2022.
Chris D'Ambro
Vice President, Commercial Loan Officer
cjdambro@firstscotia.com
1st National Bank of Scotia
25+ years in banking, enthusiastically worked my way from a teller to a Branch Manager. Passionately pursued and have developed 15+ years of experience in Commercial Lending, currently Vice President, Commercial Loan Officer who enjoys enhancing the Commercial process, with a specialty in Real Estate Lending and Construction Lending with experience as a former Commercial Credit Manager.
Jim Giordano
Virtual Chief Information Officer
TAG Solutions
Jim Giordano is a results-driven technology executive with over 30 years of leadership experience spanning cybersecurity, digital transformation, and IT strategy. As a Virtual Chief Information Officer (vCIO) at TAG Solutions, he partners with small and mid-sized businesses to align their technology investments with strategic growth, risk mitigation, and operational excellence.
Jim specializes in building multi-year IT roadmaps, conducting cybersecurity assessments, and guiding AI adoption to enhance business efficiency. He leads initiatives in endpoint protection, compliance, cloud migrations, and data security—helping organizations stay secure, scalable, and competitive.
Prior to TAG, James held senior leadership roles including Chief Information Officer at Latham Pool Products, Vice President of Information Technology at Protective Industrial Products, and Chief Technology Officer at General Electric. He also founded and scaled his own small business, gaining firsthand experience in entrepreneurship and client service.
James holds an MBA from the Lally School of Management at RPI and a Bachelor of Science in Computer Information Systems from SUNY Poly.
Kevin Hanif
Sr. Account Executive
k.hanif@gtm.com
GTM Payroll services inc
At GTM Payroll Services, I help businesses optimize their payroll and HR operations with a strategic and personalized approach. We combine the power of an advanced corporate platform with the dedicated support of a local partner, ensuring seamless payroll processing, benefits administration, background checks, and compliance management. Our flexible, week-to-week service model allows businesses to operate with confidence—without the constraints of long-term contracts.
Eric Hungershafer
Financial Advisor
Spring Street Financial
My team and I help individuals achieve a more secure future for themselves, their families and businesses. Our objective is to create an individual, goal based financial plan for every client that aligns their financial decision making with their long term personal goals. A small amount of foresight and responsibility help to allow our clients to live their lives by design rather than by default. Please let me know how I may be able to help you realize your vision for the future. We specialize in Risk Management (insurance) planning, Wealth accumulation (investment planning) and wealth preservation & distribution. Our goal is that everyone we meet with understands where the blind spots in there plan might be, and we provide world class insurance and investment options to help them achieve their goals.
Ryan Keleher
Member (Partner)
rkeleher@bsk.com
Bond, Schoeneck & King, PLLC
Ryan is co-deputy chair of Bond's litigation department. Recognized in Best Lawyers in America and Upstate New York Super Lawyers Rising Stars, he is a business and tort trial attorney who practices complex civil litigation in state and federal courts. Ryan has tried both jury and non-jury trials, argued at the appellate level and represented clients during mediation and arbitration proceedings.
Read More
He routinely represents corporations, small businesses, construction companies, individuals, insurance companies, third-party administrators, public entities and school districts in a wide range of litigation matters. Ryan represents clients in a variety of business/commercial disputes ranging from breach of contract, construction disputes, business torts, fraud, unjust enrichment, unfair competition, breach of fiduciary duty, tortious interference, partnership dissolution, waivers and releases, enforcement of employment agreements, covenants not to compete, non-solicitation and non-disclosure agreements.
In addition to business/commercial litigation, Ryan spends the other 50% of his practice in the areas of personal injury, premises liability, product’s liability, defamation, professional malpractice, construction litigation, Labor Law §§ 240(1), 241(6) & 200, motor vehicle accidents, fire loss, water loss, toxic tort, insurance coverage disputes and cybersecurity matters.
Ryan volunteers his time as a member of the Board of Directors for Court Appointed Special Advocates (CASA). The mission of CASA is to broadly support and develop local volunteer advocacy on behalf of the best interests of abused and neglected children. Ryan also handles landlord/tenant and prisoner rights pro-bono matters.
When Ryan is not practicing law, he is spending time with his family, working out, skiing, cycling, mountain biking, hiking, rock climbing and playing team sports. He is also an avid fan of college and professional sports and he has a strong passion for cars.
David Kubikian
Partner
HERZOG LAW FIRM P.C. - ESTATE AND ELDER LAW PLANNING, ADMINISTRATION AND LITIGATION
David A. Kubikian became a principal of the Herzog Law Firm in 2017. He concentrates his practice in the areas of Estate Planning, Medicaid Planning/Elder Law, Estate Administration, Matrimonial Law and Estate Litigation.
David prides himself on providing a superior client experience. A teacher at heart, David takes the time to make sure clients are educated about their options while providing a no pressure atmosphere that allows clients the space and time to make important decisions.
Peter Lauricella
Regional Managing Partner
peter.lauricella@wilsonelser.com
Wilson Elser
Peter is the Regional Managing Partner in Wilson Elser's Albany Office. Wilson Elser is an international law firm with 38 offices in the United States, as well as affiliated offices around the globe. In New York, Peter, leads a growing team of attorneys that practice in the areas of Business Litigation, Employment and Labor Law, Corporate and Business Law, Intellectual Property, Shareholder and Partnership disputes; Protection of Trade Secrets; Enforcement of Non-Compete Agreements; Professional Liability Defense Litigation and Government Investigations and Regulatory compliance.
Ashley Mahserjian
Attorney
The Law Offices of Jean M. Mahserjian, Esq., P.C.
Ashley is an attorney at The Law Offices of Jean M. Mahserjian, Esq., P.C. She practices all areas of Matrimonial and Family law, including but not limited to divorce, equitable distribution, custody, child support, domestic violence, and QDROs. Ashley is a registered Attorney for Children in Saratoga County. She also handles Trust and Estates and Probate matters. In addition to litigation, Ashley is a certified mediator focusing her mediation practice on Family law and Elder law disputes.
Shawn Pepe
Principal Broker
Transworld Business Advisors
Transworld has been a mainstay in the business brokerage industry for over 40 years, specializing only in business sales. We focus on the client's specific industry to find the right buyer. This means faster results for business owners. Our brokers are some of the most sophisticated and experienced in the industry. Many brokers have owned businesses and can relate to client specific needs. Our service, dedication and drive is their guarantee that if they are prepared to sell a company, we are ready to sell it for them.
The focus of our team is helping the business achieve its goals. That could be establishing a value for the business, merging with another company, franchising the operation, buying another business or selling a business.
Todd Stevens
Principal
Cresa
Todd joined Cresa in 2017 and manages the Albany office’s accounts. As their clients’ advocate, he provides guidance in implementing strategy to meet their operational and financial goals. His specialties include strategic planning, market analysis, site selection, financial analysis and transaction management. Prior to joining Cresa, Todd worked his way from loan officer to CEO of a credit union. Under his leadership they completely overhauled their products and services in concert with a new marketing initiative. He also forged strategic partnerships to allow the credit union to increase its capacity to serve its membership.
Neal Stimler
President
President at Stimler advantage
Neal Stimler, President of Stimler Advantage, an executive management consulting firm, helps leaders and organizations thrive in today's changing world. His consulting firm provides business and IT services, from strategic planning to technology implementation. With international experience, Neal empowers organizations to be dynamic, resilient, and sustainable.
Matt Smith
Merchant Consultant
Roof Monster
Matt Smith, is the owner of Roof Monster, a full service roofing company. Matt grew up in the capital region and has a great reputation of being fair and honest. Roof Monster provides commercial and residential services within the capital region. Roof Monster, prides itself on its treatment of their customers.
Roof Monster, is a proud sponsor of the Siena Saints and The Boys and Girls Club of the Capital District.
Erika Wood
Partner
ewood@meliorafirm.com
Meliora Law
Erika Wood is a Tax and Corporate attorney who thrives on building personal connections with her clients and translating technical details into practical solutions. She brings clever ideas, a smile, and optimism to challenging situations. She advises individuals, for-profit, and non-profit entities on all facets of New York State and federal tax issues. Erika also counsels clients on broad-ranging corporate and legal matters regarding all fundamental events from ownership, operation, transfer, and the termination or sale of businesses across industries.
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Albany
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Charles Amodio
CPA, CFF, MAFF, MBA
Helping Attorneys & Insurance Adjusters Resolve Lost Earnings and Lost Profits Claims
Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs). FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services. Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes. In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.
Greg Barcomb
Senior Account Executive
Any fool can know. The point is to understand.
The Ten Eyck Group is a 100+ year old Independent Insurance Agency headquartered in Albany, NY. Our mission is to provide a highly consultative and hands on approach to risk management built on a trusting relationship. We are a generalist agency with specialties in the following industries:
Lawyers - Architects and Engineers - Real Estate Development - General Construction - Heating and Cooling Contractors - Electrical Contractors - Manufacturing - **Cannabis and Hemp/CBD - Bars and Restaurants
Dave Barcomb
CEO for Hire
Even the best mountain climbers need an experienced guide.
It’s easy to put together a business plan that looks good on paper. Executing that plan against real-world challenges is what separates successful businesses from the rest of the pack. You must be clear about what makes your company unique, develop a strategic competitive advantage and deliver value to your clients.
Over the last 30 years, I have helped leaders at some of the finest companies in the world see and seize opportunity. I was in the trenches with US auto manufacturers to implement quality processes that helped them to turn the corner and compete against Asian bands. I’ve worked side-by-side with domestic manufacturers to expand while others retreated. And I have provided professional guidance to young teams, to provide stability, process and metrics as they pursue aggressive growth strategies.
As CEO FOR HIRE, I turn the sum of my experience into short-term professional engagements, custom-designed to meet the needs of enterprises seeking to supplement their on-staff expertise.
Jessica Blanchette
Associate
Bond, Schoeneck & King PLLC
Jessica is a business attorney engaged in a comprehensive practice of corporate law, property law, and tax law. Jessica understands both the business and personal components to her work and takes a practical yet critical approach when advising individual, for-profit, and not-for-profit clients on navigating these complex laws to meet objectives and goals while mitigating risk. She has particular experience in entity structuring, corporate governance, corporate and tax compliance, and stock and asset transactions, as well as drafting, analyzing, and negotiating contracts and other documents to meet daily business operation needs. Jessica also counsels and assists clients throughout all stages of the purchase, sale, and refinance of commercial real property. In addition, Jessica has advocated and negotiated favorable outcomes for both entity and individual clients in tax disputes before both the Internal Revenue Service and New York State Department of Taxation and Finance.
Steve Bronder
CERTIFIED FINANCIAL PLANNER™ professional at The Summit Group
stephen.bronder@equitable.com
I believe in the importance of continued personal and professional growth.
Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring financial plans through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.
I focus on comprehensive financial planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection, investment management, retirement planning, estate planning, college planning strategies and group benefits.
Brandon Castle
Licensed Real Estate Salesperson
CORE REAL ESTATE TEAM
Brandon Castle is a licensed real estate salesperson in the Capital Region. He grew up in Colonie and currently resides in Niskayuna. He began his sales career in 2013 spending 5 years in commercial real estate before later entering residential real estate in 2021. In his first full year in residential real estate, he was recognized as a top 10% producing realtor in the greater capital region. He was featured as the “Rising Star” agent in the September 2023 issue of Real Producers magazine.
Brandon and his wife, Chere were married in 2017 and they welcomed their first daughter Lorelai in August 2022.
Chris D'Ambro
Vice President, Commercial Loan Officer
cjdambro@firstscotia.com
1st National Bank of Scotia
25+ years in banking, enthusiastically worked my way from a teller to a Branch Manager. Passionately pursued and have developed 15+ years of experience in Commercial Lending, currently Vice President, Commercial Loan Officer who enjoys enhancing the Commercial process, with a specialty in Real Estate Lending and Construction Lending with experience as a former Commercial Credit Manager.
Jim Giordano
Virtual Chief Information Officer
TAG Solutions
Jim Giordano is a results-driven technology executive with over 30 years of leadership experience spanning cybersecurity, digital transformation, and IT strategy. As a Virtual Chief Information Officer (vCIO) at TAG Solutions, he partners with small and mid-sized businesses to align their technology investments with strategic growth, risk mitigation, and operational excellence.
Jim specializes in building multi-year IT roadmaps, conducting cybersecurity assessments, and guiding AI adoption to enhance business efficiency. He leads initiatives in endpoint protection, compliance, cloud migrations, and data security—helping organizations stay secure, scalable, and competitive.
Prior to TAG, James held senior leadership roles including Chief Information Officer at Latham Pool Products, Vice President of Information Technology at Protective Industrial Products, and Chief Technology Officer at General Electric. He also founded and scaled his own small business, gaining firsthand experience in entrepreneurship and client service.
James holds an MBA from the Lally School of Management at RPI and a Bachelor of Science in Computer Information Systems from SUNY Poly.
Kevin Hanif
Sr. Account Executive
k.hanif@gtm.com
GTM Payroll services inc
At GTM Payroll Services, I help businesses optimize their payroll and HR operations with a strategic and personalized approach. We combine the power of an advanced corporate platform with the dedicated support of a local partner, ensuring seamless payroll processing, benefits administration, background checks, and compliance management. Our flexible, week-to-week service model allows businesses to operate with confidence—without the constraints of long-term contracts.
Eric Hungershafer
Financial Advisor
Spring Street Financial
My team and I help individuals achieve a more secure future for themselves, their families and businesses. Our objective is to create an individual, goal based financial plan for every client that aligns their financial decision making with their long term personal goals. A small amount of foresight and responsibility help to allow our clients to live their lives by design rather than by default. Please let me know how I may be able to help you realize your vision for the future. We specialize in Risk Management (insurance) planning, Wealth accumulation (investment planning) and wealth preservation & distribution. Our goal is that everyone we meet with understands where the blind spots in there plan might be, and we provide world class insurance and investment options to help them achieve their goals.
Ryan Keleher
Member (Partner)
rkeleher@bsk.com
Bond, Schoeneck & King, PLLC
Ryan is co-deputy chair of Bond's litigation department. Recognized in Best Lawyers in America and Upstate New York Super Lawyers Rising Stars, he is a business and tort trial attorney who practices complex civil litigation in state and federal courts. Ryan has tried both jury and non-jury trials, argued at the appellate level and represented clients during mediation and arbitration proceedings.
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He routinely represents corporations, small businesses, construction companies, individuals, insurance companies, third-party administrators, public entities and school districts in a wide range of litigation matters. Ryan represents clients in a variety of business/commercial disputes ranging from breach of contract, construction disputes, business torts, fraud, unjust enrichment, unfair competition, breach of fiduciary duty, tortious interference, partnership dissolution, waivers and releases, enforcement of employment agreements, covenants not to compete, non-solicitation and non-disclosure agreements.
In addition to business/commercial litigation, Ryan spends the other 50% of his practice in the areas of personal injury, premises liability, product’s liability, defamation, professional malpractice, construction litigation, Labor Law §§ 240(1), 241(6) & 200, motor vehicle accidents, fire loss, water loss, toxic tort, insurance coverage disputes and cybersecurity matters.
Ryan volunteers his time as a member of the Board of Directors for Court Appointed Special Advocates (CASA). The mission of CASA is to broadly support and develop local volunteer advocacy on behalf of the best interests of abused and neglected children. Ryan also handles landlord/tenant and prisoner rights pro-bono matters.
When Ryan is not practicing law, he is spending time with his family, working out, skiing, cycling, mountain biking, hiking, rock climbing and playing team sports. He is also an avid fan of college and professional sports and he has a strong passion for cars.
David Kubikian
Partner
HERZOG LAW FIRM P.C. - ESTATE AND ELDER LAW PLANNING, ADMINISTRATION AND LITIGATION
David A. Kubikian became a principal of the Herzog Law Firm in 2017. He concentrates his practice in the areas of Estate Planning, Medicaid Planning/Elder Law, Estate Administration, Matrimonial Law and Estate Litigation.
David prides himself on providing a superior client experience. A teacher at heart, David takes the time to make sure clients are educated about their options while providing a no pressure atmosphere that allows clients the space and time to make important decisions.
Peter Lauricella
Regional Managing Partner
peter.lauricella@wilsonelser.com
Wilson Elser
Peter is the Regional Managing Partner in Wilson Elser's Albany Office. Wilson Elser is an international law firm with 38 offices in the United States, as well as affiliated offices around the globe. In New York, Peter, leads a growing team of attorneys that practice in the areas of Business Litigation, Employment and Labor Law, Corporate and Business Law, Intellectual Property, Shareholder and Partnership disputes; Protection of Trade Secrets; Enforcement of Non-Compete Agreements; Professional Liability Defense Litigation and Government Investigations and Regulatory compliance.
Ashley Mahserjian
Attorney
The Law Offices of Jean M. Mahserjian, Esq., P.C.
Ashley is an attorney at The Law Offices of Jean M. Mahserjian, Esq., P.C. She practices all areas of Matrimonial and Family law, including but not limited to divorce, equitable distribution, custody, child support, domestic violence, and QDROs. Ashley is a registered Attorney for Children in Saratoga County. She also handles Trust and Estates and Probate matters. In addition to litigation, Ashley is a certified mediator focusing her mediation practice on Family law and Elder law disputes.
Shawn Pepe
Principal Broker
Transworld Business Advisors
Transworld has been a mainstay in the business brokerage industry for over 40 years, specializing only in business sales. We focus on the client's specific industry to find the right buyer. This means faster results for business owners. Our brokers are some of the most sophisticated and experienced in the industry. Many brokers have owned businesses and can relate to client specific needs. Our service, dedication and drive is their guarantee that if they are prepared to sell a company, we are ready to sell it for them.
The focus of our team is helping the business achieve its goals. That could be establishing a value for the business, merging with another company, franchising the operation, buying another business or selling a business.
Todd Stevens
Principal
Cresa
Todd joined Cresa in 2017 and manages the Albany office’s accounts. As their clients’ advocate, he provides guidance in implementing strategy to meet their operational and financial goals. His specialties include strategic planning, market analysis, site selection, financial analysis and transaction management. Prior to joining Cresa, Todd worked his way from loan officer to CEO of a credit union. Under his leadership they completely overhauled their products and services in concert with a new marketing initiative. He also forged strategic partnerships to allow the credit union to increase its capacity to serve its membership.
Neal Stimler
President
President at Stimler advantage
Neal Stimler, President of Stimler Advantage, an executive management consulting firm, helps leaders and organizations thrive in today's changing world. His consulting firm provides business and IT services, from strategic planning to technology implementation. With international experience, Neal empowers organizations to be dynamic, resilient, and sustainable.
Matt Smith
Merchant Consultant
Roof Monster
Matt Smith, is the owner of Roof Monster, a full service roofing company. Matt grew up in the capital region and has a great reputation of being fair and honest. Roof Monster provides commercial and residential services within the capital region. Roof Monster, prides itself on its treatment of their customers.
Roof Monster, is a proud sponsor of the Siena Saints and The Boys and Girls Club of the Capital District.
Erika Wood
Partner
ewood@meliorafirm.com
Meliora Law
Erika Wood is a Tax and Corporate attorney who thrives on building personal connections with her clients and translating technical details into practical solutions. She brings clever ideas, a smile, and optimism to challenging situations. She advises individuals, for-profit, and non-profit entities on all facets of New York State and federal tax issues. Erika also counsels clients on broad-ranging corporate and legal matters regarding all fundamental events from ownership, operation, transfer, and the termination or sale of businesses across industries.
Interested in learning what we are all about?
Are you looking for new networking opportunities with like minded B2B professionals?
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