Fairfield County Business Journal 070918 by Westfair Business Journal

Q&A WITH JOHN ARENAS

FAIRFIELD TACKLES TOD

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JULY 9, 2018 | VOL. 54, No. 28

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All aboard? New rail line’s impact on businesses, home values uncertain

BY KEVIN ZIMMERMAN kzimmerman@westfairinc.com

Joshua Liposky, associate director of battery systems (left) and Jay Shi, vice president of research and development at Cadenza Innovation, use a moisture-free glove box while working with battery materials in the company’s state-of-the-art R&D labs in Bethel.

Cadenza Innovation powering up with unique battery tech BY KEVIN ZIMMERMAN kzimmerman@westfairinc.com

C Cadenza Innovation Founder and CEO Christina Lampe-Onnerud.

adenza Innovation is, if you’ll pardon the expression, surging. The Wilton-based startup, which provides energy storage solutions for license to lithium-ion (Li-ion) battery manufacturers, was selected in June from hundreds of international candidates as one of the World Economic Forum’s 2018 Technology Pioneers — the second time since 2010 that the same founding team has earned that award. Also last month, the firm was awarded funding for a demonstration project to further New York state’s clean energy goals

and support Gov. Andrew Cuomo’s energy storage target of 1500 megawatts in New York State by 2025. That project, expected to be completed by fall 2019, will consist of a stand-alone system that includes a rack-mounted 200kWh, 50kW battery storage unit featuring Cadenza’s Li-ion supercell technology, which company founder and CEO Christina Lampe-Onnerud said is a unique design delivering high energy and improved safety at low cost. “What we’ve been doing is in response to people who say, ‘You can’t do that,’” Lampe-Onnerud told the Business Journal. “Our response is, ‘Yes, but if we » CADENZA

he new, decades-in-the-making CTrail Hartford Line has won mostly rave reviews from legislators and commuters alike. But what — if anything — will its impact be on Fairfield County? The passenger rail line — which launched on June 16 and is the first to open for service in the state since 1990 — has multiple stations in central Connecticut along the Interstate 91 corridor connecting New Haven, Hartford, and Springfield, Massachusetts. Although there are no Fairfield County stations on the line, its connections include the New Canaan and Danbury lines. Joseph McGee, vice president of public policy and programs at the Business Council of Fairfield County — and a longtime proponent of improving the state’s rail system and highways — said he believes that county towns with easy access to the new line will benefit. In addition to connections on the aforementioned lines, passengers arriving in New Haven can cross a platform for MetroNorth connections to Shore Line East, Stamford or New York City or, in reverse, to trains headed to Hartford and Springfield. “The line itself, which runs from New Haven to Springfield, should have a very positive effect on home values and economic development over time,” he said. “And it opens the center of the state to working in New Haven and Stamford, allowing people to get to those places in ways they couldn’t before. A train trip is so much more reliable than a highway trip.” Improved access to places such as Stamford and Bridgeport should help employers there, McGee added. “It’s going to take time,” he said, “but places that were too far to drive to for work in the past will no longer be so.” As for the Hartford Line’s » RAIL LINE

Erin Santa Mercede leaving family business behind to become BRBC leadership director BY KEVIN ZIMMERMAN kzimmerman@westfairinc.com

eing part of the fourth generation of a family to run a business can be a mixed blessing. There’s the opportunity to maintain and build upon a decades-old legacy — but there’s also a chance that workplace disagreements can carry over to the family dinner table. According to Erin Santa Mercede, however, that has never been the case at Bridgeport’s Santa Energy Corp. The oldest great-granddaughter of Stephen and Madelyn Santa, who started the company in Stratford in 1940, Mercede was employed there from 2013 through this summer, rising from senior financial analyst to wholesale division senior energy support coordinator. On July 9, Mercede will take over as director of leadership programs at the Bridgeport Regional Business Council, replacing Gwendolyn Brantley, who left in June to devote more time to Bridgeport’s Access Education Services, which she founded in 2005. To do so, Mercede said, she reluctantly had to say goodbye to the family business. Mercede’s father, Santa Energy President and CEO Thomas Santa, encouraged her to join the BRBC’s affiliate Leadership Greater Bridgeport (LGB) program, which works to help build future community leaders through training and education. “I’d just finished my MBA and really didn’t want to start taking classes again,” she said with a laugh. “But once I got involved I found that even though I’ve spent nearly my entire life in Bridgeport and my family is well-established here, there are all these hidden gems in the city. I met so many people in the community that I otherwise wouldn’t have. The experience inspired me to get more involved and really see what makes the city tick.” That in turn led to three years on LGB’s board of directors. Upon Brantley’s retirement, she said, “I thought, ‘You know what? I think I should be doing that.’” So did the BRBC, which received her application in late May and announced her hiring a couple of weeks later. “If I could clone the perfect person to be in charge of our leadership programs here at the BRBC,

JULY 9, 2018

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Erin Santa Mercede

We have an amazing alumni network of over 800 people, including some major business leaders. I want us to be able to sing from the rooftops about what we do, where we have been and where we’re going.

it would indeed be Erin Mercede,” said the group’s president and CEO Mickey Herbert. “She has the background, the experience, the skills and most importantly the passion to grow these important value-added programs for our member companies. “As we continue to transform the BRBC, Erin is exactly the type of individual we need to do just that,” he said. “We simply could not be more delighted to have her join our staff.” As director of leadership programs, Mercede will be responsible for not only LGB but also THRIVE Emerging Leaders — which works to help diverse young professionals, entrepreneurs and community leaders build their connections within the greater Bridgeport region — and its chief executive peer networking group. Part of her mission, she said, is

to improve awareness of the BRBC and its various programs. “We have an amazing alumni network of over 800 people, including some major business leaders,” she said. “I want us to be able to sing from the rooftops about what we do, where we have been and where we’re going.” Mercede said she would be drawing in part on her own relationships within the business community to build the BRBC’s profile. “It’s on me to make personal asks of people to join in and support us,” she said. “I’ve tried emails and they get lost. I want to talk face to face with business leaders — both those who know about our programs and those who don’t — about what they’re looking for with our leadership programs and listen to their opinions about what we can do to help grow our young professionals network. “I also plan to talk with other young professional networks both in Connecticut and around the country to get more ideas about what we can and should be doing,” she said. Although she said leaving Santa Energy is “bittersweet,” Mercede said the family has been “very excited for me. They’ve said that it sounds like something that’s right up my alley.” As for her father — who, after all, first encouraged her to join the BRBC — she reports, “He just said, ‘Erin, whatever makes you happy, I support it 100 percent.’ “I still don’t think he understands it,” she chuckled. “But it’s family, so I can’t get away from it! And I think I can always go back to it somewhere down the line.” As for Herbert, who has announced he’s leaving the BRBC on Nov. 1, Mercede said, “I’m really excited to work with him for the next few months. And I’m sure that whoever comes in to replace him will be a really great asset to the BRBC, re-energize it a little bit, and know what an asset the BRBC is and can be to the area.”

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JULY 9, 2018

Suite Talk John Arenas at Serendipity Labs

lthough he didn’t invent the coworking concept, Serendipity Labs Founder and CEO John Arenas has become something of the de facto face of the phenomenon via interviews with the likes of The Wall Street Journal, the Financial Times, CNBC and of course the Business Journal. Since starting Serendipity Labs in his hometown of Rye, New York, in 2011, Arenas has seen his business grow to encompass an ever-increasing number of locations — 13 to date, with several due to open later this year, including a second operation in both Denver and the DallasFort Worth area scheduled to open in September and a second Los Angeles locale set to roll out in November. And nearly a year ago the company announced a joint venture with Chinese coworking titan UrWork, which includes a 34,000-squarefoot office in the Manhattan Financial District. The two companies also are connecting their networks to allow their members to use any of their locations throughout the U.S. and China. But is it all (co)work and no play for this entrepreneur, whose regional reach also includes a recently expanded office in Stamford? Business Journal reporter Kevin Zimmerman recently spoke with Arenas to find out. It seems like whenever we talk there’s another new Serendipity Labs opening somewhere. Are you surprised at all by your growth, or by that of the coworking sector at large? “When you’ve been evangelizing for something for so long, you’re surprised when it finally happens. You can always be right if you say something for long enough!” In addition to what’s already open and what’s been announced, what

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What’s your biggest challenge today? “Knowing that the world is cyclical and that economies can be cyclical. Unexpected things can happen. Having been through three or four economic cycles in this area has taught me a lot. Today we try to plan and cover ourselves for those possibilities — we built this business to withstand those changes. As a result, we’re not going to go out at a blistering pace of expansion.” Has there been a particular mentor during your career? “I worked for a real estate developer, and the CEO there was an amazingly experienced guy. He’s really the one who taught me that there are two categories of everything: What to do and what not to do. He’s now deceased, but he helped me to figure out what to focus on and what to avoid — it’s still something I use today, and I encourage my employees to take the same approach.”

John Arenas

else is in the works for Serendipity Labs? “Right now we have five in design, five or six under construction, and we’ve signed letters of intent for leases in another five or six locations. One of those is for White Plains, but it’s still too early to talk about the details there. But that will be great for us and for White Plains.” How so? “As with any of our locations, it helps with the whole live-work-play environment that everyone’s talking about. And we want to have a presence in the suburbs as well as urban centers like New York, Chicago, Los Angeles and so on. We also plan to add another in Connecticut at a location that’s still to be determined.”

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I grew up as a latchkey kid. We knew our parents were around somewhere – we just didn’t know where they were.

I think a lot of people wonder how someone gets into the coworking business, but for you it was sort of a natural progression, wasn’t it? “My dad was an urban planner, so I’ve had ideas about how transportation and employment can affect each other for as long as I can remember. After college I became a civil engineer and then started getting interested in creating a network of places for people to work — people I called by the futuristic-sounding term ‘urbanauts.’ “My first real brand was Stratis Business Centers, which grew to be an 11-state network of suburban office centers around the country that offered people an opportunity to improve the quality of their working

life. After the acquisition by Regus (the international workspace provider now known as IWG), I stayed on for a few years before going off and creating (online reservation system for sourcing office space, meeting space and other workspace) Worktopia, which as the name indicates was meant to provide a utopian way of working — the next generation of how to work that wasn’t constrained by time, place and a physical location. “(When Worktopia was acquired by SignUp4 in 2011 — itself acquired by CVent for $22.4 million in 2015) I still felt the concept was right, it was just that the market wasn’t quite ready yet. Now with Serendipity Labs, it feels like we’re at the right place at the right time — finally!”

Was there a major influencer on your personal life as you were growing up? “No. I grew up as a latchkey kid like a lot of kids did in the ’70s and ’80s. When you’re in that kind of situation you look to each other to kind of find your way. It was like ‘Stand By Me’ or ‘The Wonder Years.’ The kids knew their parents were around somewhere — we just didn’t know where they were. “That kind of experience guides you in terms of your self-reliance and your agility in relationships, and it really helps make you who you are.” Have there been any business books you’ve found to be particularly valuable? “I’ve stopped reading those (laughs). I’m in the business of doing business with people, and those sorts of relationships don’t really

change — even with millennials it’s not that different. I’m more likely to go to the Old Testament or the Gospels for advice. With business books, anything I’ve ever read, it seems like it’s all been captured. It’s not that I know everything, but that everything is known.” What do you do in your spare time — assuming there is such a thing for you? “It’s important to have spare time. If you’re not taking time off, you’re missing out on something essential, both in terms of your own needs and the needs of others. It’s easy to tell yourself that your vocation is your avocation — especially when things are going well — but it’s important to have those

other outlets. I do a lot of volunteering — it’s really rewarding to help others, who in turn can end up helping others themselves. I volunteer at the Jay Heritage Center (in Rye) and have helped with the restoration of the Peter Augustus Jay House there. I’ve helped the Rye Arts Center work on their strategy to point it in the right direction for growth. Most recently I’ve gotten involved with the building of a new church in Purchase (New York), which will be the first in over 300 years. (Trinity Presbyterian Church, which owns three plots of land there, wants to build a 26,000-square-foot facility with 130 parking spaces

to accommodate its growing congregation; some residents have objected to the plan.) They’re going through an appeals process now, which is something I know how to do. I also love to be on the water — on my boat or powerboarding. I’m at that stage of my life — my youngest girl is in high school and I have no grandkids to play with yet.” Who do you turn to for advice these days? “My wife of 24 years, Kim. We really enjoy each other’s company. She’s seen me go through different cycles of my career, building companies up from nothing — and to her it’s not every impressive, which is nice. She’s my toughest but best critic.”

Bridgewater Associates plans new partnership structure

Citrin Cooperman Corner Protecting Your Data

BY ELLEN ROSENBAUM

use this form of mail archiving, maintaining a master set of the files that remains unchanged, and permanently backed up, provides another level of protection.

ELLEN ROSENBAUM Protecting your data from both loss and exposure has become increasingly important in today’s business environment. Data breaches, natural disasters, and simple human error can all lead to unexpected and costly disruptions to your business activities. PROTECTING YOUR DATA FROM LOSS If you’ve ever lost hours of work because you created a document, lost power, and realized you haven’t pressed the save button…. you’ve experienced one of the common forms of data loss. Unfortunately, this is just one of the many ways in which individuals and businesses can lose data. Data loss can happen as a result of any of the following: • Software Failure (data corruption) • Hardware Failure or Damage (total loss) • Inadvertent Deletion (human error) • Malware/Virus Infections • Malicious Data Deletion, Theft, or Alteration (hacking or inappropriate access to data systems) The single most important thing you can do to prevent data loss is to regularly back it up. Since data can be lost in many different ways, it’s useful to think about the nature of the data, where it is stored, how it is accessed, and the ways in which it is used to guide your decisions regarding the types and frequency of performing a backup.

Ray Dalio

BY PHIL HALL phall@westfairinc.com

estport-based Bridgewater Associates, the world’s largest hedge fund, is being reorganized into a partnership structure that will cede more control to top executives. The $150 billion fund was founded Ray Dalio, who has run the business with his co-chief investment officers Bob Prince and Greg Jensen. In the new partnership structure, other senior executives within Bridgewater will have a greater voice in how the fund is managed and will also have a greater

economic stake in the business. Bridgewater Associates did not make a public statement on this executive change, which was announced in a corporate correspondence obtained by The New York Times. “This will both broaden the ownership across the firm and help us remain employee controlled for generations to come,” Bridgewater’s co-chief executives, David McCormick and Eileen Murray, wrote in a letter to the company’s clients. The Times, citing “people with direct knowledge of the matter,” added that Dalio has no plans to take

his company public. Nor has the exact nature of the new partnership structure been finalized, although the plan announced to Bridgewater clients could involve 50 individuals known as “employee partners” who already own what the company dubbed “phantom equity,” which allows them to reap some of Bridgewater’s profits without being owners of the firm. “Consistent with our way of operating, we are providing transparency of this progress to our employees and our clients, and we look forward to sharing further details as they emerge,” McCormick and Murray wrote in the letter to clients.

If your computer is in a small office, or a home office, you may be storing most of your data directly on the computer. Is the computer in a safe place, protected from physical access or damage? Are you backing up your data either locally, in the cloud, or both? If backing up locally, what kind of hardware are you using to back it up to and how old is it? How frequently do you test the viability of the backups? (Can the backed up files be opened and read if and when you need them?) Email represents a set of data that requires different attention when it comes to backup planning. If you are using a cloud-based service like Office 365, you may assume that you are well protected from data loss, since the email on your computer is only a copy of what is maintained in the cloud. It is advisable, however, to familiarize yourself with mailbox size limits, length of time a deleted email may be retrieved, and how accessible the backup of your individual mailbox is. Hosted email providers all have their own sets of policies and procedures. Many users choose to archive older mail to “PST” files in order to keep the size of the active mailbox smaller. However, using this form of archiving for backup can make the user more vulnerable to data loss because these files can easily become corrupt over time. If you

If you use a workstation in an office, chances are that the majority of your data is stored either on your network server(s) or in the cloud. In this instance, backups should be addressed by your network administrator or outsourced IT firm and the frequency and location of backups, plan for disaster recovery, and data retention periods should be documented. Make it a point to review with your network administrator “what if” scenarios, so that you can familiarize yourself with the options you have, if and when data loss occurs. PROTECTING YOUR DATA FROM DISCLOSURE Keeping your data private and protected from unauthorized access is a major concern. Depending upon the profession you are in, there may be serious financial, ethical, reputational, and legal risks if your confidential data gets into the hands of others. Being diligent about password-protecting your accounts and making sure to log out or lock access to your computer when away from your desk are essential first steps in protecting yourself. But there are many other measures you can use to protect your data from unauthorized access. Do you have an effective and password protected firewall in place for your wired and wireless networks as well as upto-date anti-virus software installed? Are you regularly applying operating system updates? When moving your data (i.e., sending emails, uploading via portals) are precautions such as data encryption and password protection being employed? When discarding equipment (including printers), do you take appropriate steps to destroy data on hard drives and other media? PROTECTING THE INTEGRITY OF YOUR DATA Data only remains valuable if its accuracy and consistency are maintained over time. Are there appropriate internal network security measures in place to restrict data modification to only those requiring it? Are you using current and supported hardware and software that will enable you to store and process your data accurately? Do you utilize maintenance warranties to ensure needed vendor assistance if problems arise? Do you employ quality control procedures and establish change control policies so that database and other system users are consistent in their methods for capturing and modifying data? GETTING STARTED Although we cannot entirely prevent data loss, disclosure, or tampering, greater awareness and concerted application of preventive actions can significantly reduce your risk of loss. Planning ahead and putting measures into place is critical to protecting your data and should be revisited and revised as necessary to reflect changes over time and to take advantage of improvements available to establish an increasing degree of protection. ABOUT THE AUTHOR Ellen Rosenbaum is a principal at Citrin Cooperman. She has over 30 years of experience in the information technology field and can be reached at 914.693.7000 and erosenbaum@citrincooperman.com. Citrin Cooperman is a full-service accounting and consulting firm with 10 locations on the East Coast. Visit us at citrincooperman.com.

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JULY 9, 2018

Cadenza—

could, wouldn’t that be kind of cool?” What Cadenza — which in addition to its Wilton headquarters maintains a development lab inside Duracell’s research facility in Bethel — is doing is developing a battery technology platform for license to global manufacturers. Initially targeting the electric vehicle and utility/grid storage markets, the company’s patented supercell serves as the cornerstone of what it calls its novel architecture as well as providing a simplified battery pack design. That in turn substantially reduces production and manufacturing costs, overcomes safety issues and improves energy density, according to the company. In 2004, LampeOnnerud, a native of Sweden, founded and served as CEO and chairman of BostonPower, another firm looking to provide improved batteries. After it failed to get a $100 million grant it had applied for as part of the U.S. Recovery Act, and the Chinese government provided a package of $125 million

Rail Line—

impact on the county’s housing market, “I don’t see that, at least in the short term.” April Kaynor, a New Canaan-based Realtor with William Raveis, took a different view. “Anything that reduces traffic on I-95 and the Merritt Parkway will help real estate values,” she said. “That will give more access for consumers to businesses here — to be able to get to work and to other businesses will of course help the real estate market. “One of the main things prospective homebuyers look for is convenience,” Kaynor said. “Having optionality in how to get to where you’re going is very important.” She said she expects the real estate trend toward city centers, and their train stations, to continue. “When we moved to

JULY 9, 2018

Christina Lampe-Onnerud addresses some of her troops at Cadenza Innovation in Wilton.

To people who say, ‘You can’t do that,’ our response is, ‘But if we could, wouldn’t that be cool?

New Canaan in 2003, people in general wanted more land,” she said. “The hip thing to do was to buy a lot of acreage.” Since then, Kaynor said, “I’ve watched it steadily move closer to town, where some house values are about $200,000 more than they are for comparable places where you can’t walk, ride or bike to town as easily.” Not everyone is so optimistic. “I’m hesitant to say that a single factor like the Hartford Line will increase property values in Fairfield County,” said Caroline Vary, managing director of asset management and director of Jonathan Rose Cos.’ Connecticut office. “There are too many other outside factors involved, including the tax code changes and the anticipated increases to interest rates that can depress values.” Still, she said, “If the train line can reduce some

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in venture capital, low interest loans and grants, that firm shifted its interests to overseas. But it did so without its founder. “The company is now entirely run by Chinese management, which is very appropriate,” she said. “And the opportunity to get to know the culture and speak the language there was wonderful. “But I’m the parent of two kids,” she added, “and

such a move didn’t seem appropriate. Fortunately, I was given a chance to work at Bridgewater Associates.” Lampe-Onnerud worked at that Westport firm for nearly two years, during which time she said the siren song of developing a superior battery platform continued to resonate. Along with former Boston-Power executive Per Onnerud (both her husband and chief technology officer), she started Cadenza in 2012. Today it

New Canaan-based realtors Kelly DeFrancesco (left) and April Kaynor of William Raveis.

roadway traffic, that could help businesses in Fairfield County. Right now it’s easier for me to drive from Stamford to Newark than it is to get to Hartford, which is really unfortunate.” Pete Gioia, economist with the Hartford-based Connecticut Business and Industry Association, said he had yet to study the poten-

tial economic impact of the Hartford Line in depth, but noted: “I travel down in (the Fairfield County) area a lot, and it’s just awful — the traffic is miserable. Any rail enhancements are going to help.” McGee said he remains hopeful that the seemingly immediate popularity of the new line will “build a

constituency for transit, and political support for transit will grow.” The politicians are sounding positive so far. Gov. Dannel Malloy and the Connecticut Department of Transportation announced that ridership on the passenger rail service exceeded 10,719 customers during its first full week of regular

has 28 employees and 70 consultants in what she calls the company’s “ecosystem.” Cadenza has more than 125 patents and is backed by more than $10 million in Series A investment led by Golden Seeds; it’s also earned funding from the U.S. Department of Energy and the states of Connecticut, Massachusetts and New York. As for LampeOnnerud herself, among her other recognitions are an MIT Technology Review Young Innovator award and being named to the Ernst & Young Entrepreneur Of The Year Hall of Fame. Lampe-Onnerud will participate in the World Economic Forum Annual “Meeting of the New Champions,” also known as “Summer Davos,” in Tianjin, China from Sept. 18-20. While the irony of returning to that country isn’t lost on her, she noted that China remains the world’s largest battery-maker in the world. According to Benchmark Mineral Intelligence, China will have 62 percent of the world’s lithium-ion battery production capacity by 2020.

operations from June 18-24, when full-fare tickets were required. The $768 million service was free for all riders on the first two days of operation. Malloy said ridership totaled 21,850 over those two days. “This project will improve lives, ease congestion, reduce pollution, and enhance our overall quality of life,” the governor said. “New transit-oriented development is already well underway along the line and we expect hundreds of thousands of passenger trips each year with healthy growth going forward.” “Finally having regular train service between Hartford and New Haven is a big deal,” said U.S. Sen. Chris Murphy, who voted for $191 million in federal funding to help construct the line. “If we want to grow jobs and attract young people to our state, we need to invest in smart public transportation.”

Former HR officer launches Lower Fairfield’s Mosquito Joe franchise

Gratitude Thank you Westfair Communications for honoring me at your recent event for Westchester and Fairfield Top Wealth Advisors

Scott Shaw, owner of the Fairfield County franchise for Mosquito Joe. Photo by Phil Hall.

BY PHIL HALL phall@westfairinc.com

f Scott Shaw had any doubts about trading in a corporate position for running an insect-control franchise, a recent incident affirmed his career-shifting decision. “I was at a friend’s house with my daughter,” he recalled. “We were sitting at the table and a bug ran across her face. We grabbed it and it was a tick. The homeowner was mortified — she had not used our type of service before, but she will be using it now. She didn’t realize it was such a concern.” The service in question is Mosquito Joe, which provides residential and commercial properties with protection against mosquitoes, ticks and fleas. Shaw recently acquired the Lower Fairfield County franchise for Mosquito Joe, which is headquartered in Virginia Beach, Virginia and is now aiming to expand into the Northeast region. “I have two territories,” Shaw noted. “One runs from Greenwich to Norwalk, and next season I will open up from Norwalk to Bridgeport.” Shaw, who’s operating the franchise from his Larchmont, New York, home, learned about the franchise opportunity through a business broker. Bugs — at least

the six-legged kind — weren’t his area of expertise in his former professional life, which consisted of working in the compensation and benefits sector of human resources, most recently with General Electric. Shaw admitted that the path from human resources to insect extermination might seem a little odd. “It’s not a natural fit,” he said. “But I was looking for a business that had solid margins and a strong market. Many of my friends have young children and they were talking about being outside and having to check their kids every time they came in. Every time I spoke to folks in my circle, they said this was a fantastic idea.” It also helps Shaw’s new business that the region is seeing another year of an elevated tick population, which Shaw blamed on the erratic winter weather plus an overpopulation of deer that carry ticks. Shaw believed that it made better sense to buy into a franchise dedicated to insect eradication rather than starting one from scratch. “There is the time and expense of developing a brand, logo and strategy,” he said, “and you may spend a lot of money making mistakes on things that may not work for you in advertising. With a franchise, there is a

model that has been proven time and time again, and you are buying into that model.” Mosquito Joe customers have the option of a chemical-based insecticide or an organic alternative to eliminate the unwanted intruders. “Most of it is rosemaryand garlic-based,” Shaw said of the latter product. “It is primarily a repellent, as opposed to killing the bugs. We can put that on vegetables and flower gardens. Bugs and mosquitoes don’t like it.” Shaw kicked off his marketing of Mosquito Joe with a search engine optimization push along with a 30,000piece direct mail marketing campaign. “It is kind of old school,” he said about the direct mail effort. “And in many businesses, it doesn’t seem as effective as it used to be. But it is very effective in this business.” At the moment, the Mosquito Joe team consists of Shaw, an office manager and a technician who does the on-site work. Shaw is also out in the field, and he described the experience as being worlds removed from his old job. “The back packs that we use are about 80 pounds, with five gallons of waterbased pesticides,” he said. “You’re outside all day. However, I am in better shape than I was sitting behind a desk.”

Barry P. Mitchell Jr., CRPC®, CRPS®, CAP® Managing Director–Wealth Management Retirement Plan Consultant Senior Portfolio Manager, Portfolio Management Program Financial Advisor Advisory Council (FAAC) Member 2018 Forbes Best-In-State Wealth Advisor— #17 in New York Mitchell WealthCare UBS Financial Services Inc. 709 Westchester Avenue, Suite 400 White Plains, NY 10604 914-287-6074 barry.mitchell@ubs.com Because financial health means living life on your terms.

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Accolades are independently determined and awarded by their respective publications. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more information on a particular rating, please visit ubs. com/us/en/designation-disclosures. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithu For designation disclosures, visit ubs.com/us/en/ designationdisclosures. © UBS 2018. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. VIP_JD_05292018.v2 Exp.: 06/30/2019

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JULY 9, 2018

TECH TALK

The Benefits of IT Auditing

or any organization to survive and compete with other businesses, they need to invest in what is called “Information Technology (IT)”, which ensures data availability, integrity, and confidentiality. However, with the increase of internal and external threats, the IT system of a business could be exposed to potential risks. This is one of the main reasons why people invest in IT auditing services. IT audits cover a wide range of IT processing and communication infrastructure including web services, software applications, security systems, operating systems and client-server networks and systems. The audits are generally designed to ensure there are no weaknesses within your IT system, leaving you vulnerable for an attack. To understand more, let’s look at the importance of IT auditing and its benefits: THE IMPORTANCE OF IT AUDITING There are mainly three types of IT audits: Performance (or value-for-money), compliance to applicable, standards, laws, and policies, and financial statements audits. The objective of these audits is to find out

if there are any inefficiencies and inaccuracies in the management and in the use of a business’ IT system. The system works in a way that it first identifies risks in a business and then assesses them using advanced design controls, thus allowing you to think of an appropriate solution to help tackle those risks. Therefore, IT auditing is crucial for businesses looking to protect their IT systems and valuable information and data. THE BENEFITS OF IT AUDITING REDUCES RISKS RELATED TO IT One of the main benefits of IT auditing is that it can help tackle risks related to availability, integrity and confidentiality of information technology processes and infrastructure. They can also improve the reliability, effectiveness and efficiency of IT systems by covering a wide-range of threats by regular identification and assessment of risks in an organization. Therefore, once the risks are assessed, it provides the IT team in an organization clear vision on what course of action to take

to eliminate, reduce, or simply accept those risks as part of the operating environment through the use of IT audit controls. So, if your business is facing trouble in dealing with potential risks, then IT auditing may be the perfect solution for you. IMPROVES SECURITY OF DATA After assessing the risks mentioned above, IT audit control can be identified and assessed. Therefore, it gives organizations the opportunity to redesign or strengthen poorly designed or ineffective controls, thus leading to improved security of IT data. Usually a framework of IT controls is used for IT auditing, but now even more advanced set of technologies and tools are introduced, which even allows businesses to detect internal and external threats immediately and take a course of action automatically. ENHANCES IT GOVERNANCE Last, but not the least, IT auditing serves a critical function in ensuring all your business’ laws, regulations and compliances are met by all employees and of course the IT department as well. This in turn improves

IT governance, as the overall IT management has a strong understanding of the controls, risks and value of an organization’s technological environment. So, if your business is facing trouble, keeping its IT infrastructure and data secure, then perhaps it’s time you invest in an IT auditing service or system that is tailored according to your business’ needs and requirements. If you would like to learn more or in need of an audit please visit: http://www. cyberteam.us/contact-us or contact 914417-4814.

Leonard Galati is a CISSP (Certified Information Systems Security Professional) and the CEO of CYBERTEAM a Westchester based IT Services & Cybersecurity company servicing Westchester and Fairfield Counties.

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GUEST COLUMN | By Christopher J. Wirth

Realtor Craig Oshrin takes a sociable approach to social media

t often seems that social media should be called “hostile media,” especially when the talk turns to poverty. But that kind of behavior doesn’t work in B2B messaging. This interview with Craig Oshrin, a Realtor in the Darien office of Coldwell Banker, was adapted from an episode of the No Quit Living Podcast. You are heavily and successfully involved in social media — not only in what you put out there, but how you connect with people and how influential you are with all the people you connect with on a daily basis. Where did that come from and how did you get to the level you are today? “My saying, which is very simple, is, ‘Be social on social media.’ It sounds very plain and simple, but at the time, what I want people to view their social media as is this big phone book where you can create the In Real Life (IRL) relationships. On my Oshrin.com website, I have a thing called the Oshrin Blog, and in there I had a titled blog called ‘Are We Facebook Friends?’ There is a difference between being in real life and being on Facebook or Snapchat or Instagram. I want you to use this every day to connect with new people and build IRLs. “So, being social on social media means that you have to connect. It’s great to post something, but you have to do a direct call to action, which gets people to engage with you, which shows and grows your value because people want to know that you can reciprocate when they’re giving you an opportunity to grow your business. People on social media all know that you have reach and you have engagement. The engagement is the most important component to it, and that’s your likes, your comments, and your shares. Use your rating fans, as Tim Ferriss says. Your rating fans are going to be the people

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that will like your posts, will comment, will share it on their page. That creates that greater reach, so that way you’re connecting with people you might not even know.” One thing I’ve noticed online, especially on all your social media sites, is that you’re always adding value to others. And I think the biggest thing you do really well is you make real connections, not only for yourself, but others. So, do you have any advice for those looking to increase their social media footprint and maybe ultimately those actual connections of likes, comments, and shares? “It is important to come from a place of abundance. Don’t come from a place of just asking for something, but come from a place where you can offer value. For me, I like to engage business owners and entrepreneurs through Facebook live, through my coffee and espresso chats... I want to provide value and a platform where they can grow their business, because when you’re helping others, they’re going to help you in return. It’s just an automatic give, and it might not be today and it might not be tomorrow, maybe it’s next year. You have to be patient in what-

ever you’re doing to grow your business long term.” Were you always successful with your social media or was it a trial and error? “Spaghetti against the wall, my friends, spaghetti against the wall. When you try something and it doesn’t stick, you go back and you analyze it. When you try something and it doesn’t stick, you go back and you analyze it. You’ve got to try for mediocrity and then you can come back the next day and do it better and better, and better until people look at you and go, ‘You’re nailing this, you’re doing something so incredibly great and unique.’” Can you attribute any of your success to something speci�ic that you’ve done out of your comfort zone? “Every day, something that I think about is: “If I’m comfortable, I’m bored and if I’m bored, I’m not growing. Every day I want to be uncomfortable. I want to create so many tasks that at the end of the day, there are one or two tasks on my list of eight tasks or 10 tasks that I did not do, so I can come back the next day, perfect the other prior eight tasks, and then hop on to the two new tasks. Every day, if I’m uncomfortable, I’m growing; if I’m growing I’m in a position for long-term success.”

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JULY 9, 2018

THE LIST: Architects

FAIRFIELD COUNTY ARCHITECTURAL FIRMS

FAIRFIELD COUNTY

Ranked by year established; listed alphabetically in the event of a tie.

Fletcher Thompson

200 Main St., Ansonia 06401 751-9522 • fletcherthompson.com

Antinozzi Associates

271 Fairfield Ave., Bridgeport 06604 • 377-1300 301 Merritt 7, Norwalk 06851 • 956-5460 antinozzi.com

MKDA

Doyle Coffin Architecture

208 Harbor Drive, Suite 208, Stamford 06902 487-3400 • mkda.com 158 Danbury Road, Ridgefield 06877 431-6001 • doylecoffinarchitecture.com

Pagliaro Bartels Sajda Architects

3 Pine St., Second floor, South Norwalk 06854 838-5517 • pbs-archs.com

Wiles + Architects

CPG Architects

Leigh Overland Architect

Perkins Eastman

155 Brooklawn Ave., Bridgeport 06604 366-6003 • wilesarch.com 1 Dock St., Stamford 06902 967-3456 • cpgarch.com 235 Main St., Suite 104, Danbury 06810 794-9001 • ldoverland.com

422 Summer St., Stamford 06901 251-7400 • perkinseastman.com

Shope Reno Wharton

18 Marshall St., Suite 114, South Norwalk 06854 852-7250 • shoperenowharton.com

Austin Patterson Disston Architects

376 Pequot Ave., Southport 06890 255-4031 • apdarchitects.com

Roger Ferris + Partners

Amenta Emma

11 Wilton Road, Westport 06880 222-4848 • ferrisarch.com

1 Landmark Square, Stamford 06901 348-0767 • amentaemma.com

J.P. Franzen Associates Architects

95 Harbor Road, Southport 06890 1241 Post Road, Fairfield 06824 259-0529 • franzenarchitects.com

Robert Dean Architects LLC 111 Cherry St., New Canaan 06896 966-8333 • robertdeanarchitects.com

Halper Architects LLC

225 Mill St., Greenwich 06830 JULY531-5341 9, 2018 • halper.com FCBJ

Alisberg Parker Architects LLC 222 Sound Beach Ave., Old Greenwich 06870

Educational Infrastructure Residential

Retail Corporate

Additional services and specialties Year Executive(s) gggggggggggggggggggggggggggggggg Additional services and specialities Markets serviced established Title gfffffffffffffffffgggggggggggggggggggggggggggggggggg Title vvvvvvvvvvvvvvvvvvvvvvvvvvv gggg Hospitality

Name, address, phone number Area code: 203 (unless otherwise noted) Website

Specialized projects include government and health care; services include architectural, engineering, interior design, construction support and building-oriented services Architecture, interior design and master planning firm; additional projects include commercial interiors, retail ✔ bank branches, municipal, multifamily and religious spaces

1907

Michael S. Marcinek managing partner John C. Oliveto, principal

1956

Paul Antinozzi, principal-incharge, president and George J. Perham, principal-in-charge and vice president

1959

Michael Kleinberg, president Jeffrey Kleinberg, partner

1973

David D. Coffin, founder and consultant, and Peter T. Coffin and John M. Doyle, principals

✔ ✔

1974

Christopher Pagliaro, Roger Bartels and Nicholas A. Sajda, partners

✔ ✔ ✔

1978

George Wiles founding principal

✔ ✔ ✔ ✔ ✔ ✔

1979

Karen M. Lika, Jenny Paik, and Susan Wall, principals

1980

Leigh Douglas Overland founder

1981

Bradford Perkins, co-founder Planning, economic and feasibility analysis, and chairman, and Mary Jean ✔ ✔ ✔ ✔ ✔ ✔ programming, interior design, landscape architecture, Eastman, co-founder, principal graphic design, urban design and supplemental services and executive director

1981

Don H. Aitken, John W. Gassett, Michael O. McClung, Jerry L. Hupy and Arthur C. Hanlon, principals

✔

1982

McKee Patterson, Stuart Disston and David Austin, partners

✔

Pre-project analysis, construction administration and ✔ project development; specialized projects include renovations and waterfront and country residences

1984

Roger Ferris founding principal

✔

1985

Anthony J. Amenta principal-in-charge

✔ ✔ ✔ ✔ ✔

1986

John P. Franzen principal

1986

Robert Dean, president and principal architect

1987

Jon Halper president and founder

1988

Susan Alisberg, founding

✔ ✔

✔ ✔ ✔

Interior design, space planning, strategic services, brand integration, project management, landlord and broker services and sustainable design

✔ ✔ ✔

Specialized projects include cabinetry and religious; ✔ additional services include project support, programming, research and planning and development ✔ ✔

Specialized projects include waterfront and vacation projects Specialized projects include religious, collegiate, health care, multihousing, recreational and animal care

Design services include interiors, core and shell, ✔ ✔ ✔ ✔ ✔ graphics and identity, specialty consulting, branding and sustainability/LEED ✔ ✔ ✔

✔ Specialized projects include interiors and religious

✔ ✔

✔

Specialized projects include country, equestrian, estate, hospitality, island, mountain, waterfront and in-progress

✔ Residential projects include city, country and vacation Architectural services, interior design, planning services, programming, code compliance reviews and building component evaluation services

✔ ✔

Specialized projects include landscape design, space planning and preservation

Continued on page 14 >

✔ Renovations, custom residential houses

✔ ✔

✔

Specialized projects include new construction, renovation, re-use and landmark conversions

✔ Interior design and construction management

ASK ANDI | Andi Gray

Clearing the air with an employee I don’t think this employee is a long-term player. Thinking more along the lines of how much can I get out of the situation short term. How do I �ind out if I’m on target?

BEWARE Outside companies are soliciting BUSINESS JOURNAL readers for plaques and other reproductions of Andi Gray

newspaper content without our consent. If you or your firm is interested in framing an article

THOUGHTS OF THE DAY: Do what’s uncomfortable: make your concerns known. Figure out how to tailor your message so that it will have the best chance of being received by the person you’re talking to. Check your ego at the door and listen carefully to what your employee has to say. Make sure you both have the same understanding of what’s expected and how that compares to what’s coming across now. Follow through until your concerns are resolved. Make your concerns known. Let your employee know that all is not right. Set up a time and place to meet where you both can talk freely. Have another manager attend to add perspective and take notes. Prepare ahead by making a list of concerns illustrated with specific examples. Ask other managers to tell you if they’re seeing the same problems. Decide what you want the employee to do differently or better. Be specific. Come to the meeting prepared with examples of how things need to change. If it’s only you who is seeing a problem, spend some time reflecting on why that is the case. If the employee reports directly to you, it may still be appropriate to proceed. If the employee reports to another manager, explain your concerns to the manager and jointly decide how best to proceed. Listen carefully to what your employee has to say. As the person in charge, it can be hard to relinquish control. Do it anyway. Give your employee permission to speak freely, even if it’s not all

positive. Look at the situation from your employee’s point of view. If you need time to think, end the meeting early, schedule a follow up. Figure out how to tailor your message so that it will have the best chance of being received by the person you’re talking to. Some people are better listeners, some are better visually and some need hands-on to best understand information that’s being relayed. Some people can respond right away and others need time to think and process. Some people are oriented to think in terms of tasks, others focus more on the people around them. What are the orientations of the employee you’ll be meeting with? Tailor your feedback and instructions to a format that works best for your employee. Practice delivering your message in that format. Make sure you both have the same understanding of what’s expected and how that compares to what’s coming across now. Check that you and the employee are both on the same page regarding what’s going on. Use specific examples and ask the employee how they see the same situations. Focus on examples of what really happened. Explain what you’d prefer to have happen. Ask the employee to help you understand why things are happening the way they are. Explain what you want to have happen as a result of this meeting and get agreement from the employee that such a thing is possible. Clarify understanding

by asking the employee to repeat back what’s expected. Follow through until your concerns are resolved. Giving feedback is a process, not an event. Be prepared for multiple interactions. Monitor behavior on a daily/weekly basis. Set times to get back together to discuss how things are going. If things are still off track, ask the employee why they think that is and what they think should happen next. Consider whether the problem is a lack of understanding, lack of skill or lack of motivation. Lack of skill equals arrange for training. For lack of understanding, ask another person in the company to work side by side with the employee and provide feedback on what’s going on. If things don’t improve, or if there’s a lack of motivation, consider whether it’s time to assign the employee to another job or ask the employee to leave the company. LOOKING FOR A GOOD BOOK? Try “The Servant Leader: How to Build a Creative Team, Develop Great Morale, and Improve Bottom-Line Performance” by James A. Autry. Andi Gray is president of Strate�y Leaders Inc., Strate�yLeaders.com, a business-consulting firm that teaches companies how to double revenue and triple profits in repetitive growth cycles. Have a question for AskAndi? Wondering how Strate�y Leaders can help your business thrive? Call or email for a free consultation and diagnostics: 877-238-3535, AskAndi@ Strate�yLeaders.com.

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JULY 9, 2018

Leigh Overland Architect

235 Main St., Suite 104, Danbury 06810 794-9001 • ldoverland.com

Perkins Eastman

9 LIST: Architects THE 422 Summer St., Stamford 06901 251-7400 • perkinseastman.com

Shope Reno Wharton

18 Marshall St., Suite 114, South Norwalk 06854 852-7250 • shoperenowharton.com

1980

Leigh Douglas Overland founder

1981

Bradford Perkins, co-founder Planning, economic and feasibility analysis, and chairman, and Mary Jean ✔ ✔ ✔ ✔ ✔ ✔ programming, interior design, landscape architecture, Eastman, co-founder, principal FAIRFIELD COUNTY graphic design, urban design and supplemental services and executive director

1981

Don H. Aitken, John W. Gassett, Michael O. McClung, ✔ ARCHITECTURAL FIRMS Jerry L. Hupy and Arthur C. Hanlon, principals

✔ ✔ ✔

✔ Specialized projects include interiors and religious

✔

Austin Patterson

222-4848 • ferrisarch.com

Amenta Emma

1 13

J.P. Franzen Fletcher Thompson 200 Main St., Ansonia 06401 Associates Architects

2 3 14 4 15 5 16 6

1 Landmark Square, Stamford 06901 348-0767 • amentaemma.com

751-9522 fletcherthompson.com 95 Harbor •Road, Southport 06890 1241 Post Road, Fairfield 06824 Antinozzi Associates 259-0529 • franzenarchitects.com 271 Fairfield Ave., Bridgeport 06604 • 377-1300 301 Merritt 7, Norwalk 06851 • 956-5460 Robert Dean Architects LLC antinozzi.com 111 Cherry St., New Canaan 06896 966-8333 MKDA • robertdeanarchitects.com 208 Harbor Drive, Suite 208, Stamford 06902 Halper LLC 487-3400 •Architects mkda.com 225 Mill St., Greenwich 06830 531-5341 Coffin • halper.com Doyle Architecture

158 Danbury Road, Ridgefield 06877 Alisberg Parker Architects LLC 431-6001 • doylecoffinarchitecture.com 222 Sound Beach Ave., Old Greenwich 06870 637-8730 • alisbergparker.com Pagliaro Bartels

Paul Associates SajdaHopper Architects

8 Greenwich 06830 3 Oak Pine St. St.,West, Second floor, South Norwalk 06854 532-0022 838-5517 •• paulhopperassociates.com pbs-archs.com

David Parker Architects Wiles +Scott Architects 170 Ave., Southport 06890 155 Pequot Brooklawn Ave., Bridgeport 06604 259-3373 366-6003 •• dsparker.com wilesarch.com

Granoff Architects CPG Architects

330 Railroad Ave., Greenwich 1 Dock St., Stamford 06902 06830 625-9460 •• granoffarchitects.com 967-3456 cpgarch.com

17 8

Geddis Architects Leigh Overland Architect

71 Post 06890 235Old Main St.,Road, SuiteSouthport 104, Danbury 06810 256-8700 794-9001 • geddisarchitects.com ldoverland.com

Marsh + Woods Architects LLC Perkins Eastman 400 Main St., Stamford 06901

422 Summer St., Stamford 06901 969-1444 • marsh-woods.com 251-7400 • perkinseastman.com

18 19 10 20

Peter Cadoux Architects 35 Post Road West, Westport 06880 Shope Reno Wharton 227-4304 • cadouxaia.com

18 Marshall St., Suite 114, South Norwalk 06854 852-7250 shoperenowharton.com Robert• A. Cardello Architects 97 Washington St., South Norwalk 06854 Austin 429-5773 •Patterson cardelloarchitects.com

Disston Architects Rob Sanders Architects LLC 376 Pequot Ave., Southport 06890 436 Danbury Road, Wilton 06897 255-4031 • apdarchitects.com 761-0144 • rsarchct.com

Roger Ferris + Partners

Amenta Emma

Educational Infrastructure Residential

Retail Corporate

Hospitality

McKee Patterson, Stuart Ranked byDisston year established; listed alphabetically in the event of a tie. Architects ✔ ✔ Disston and David Austin, 1982 376 Pequot Ave., Southport 06890 Name, address, phone number Year Executive(s) Markets serviced partners 255-4031 • apdarchitects.com established Title Area code: 203 (unless otherwise noted) Website Title vvvvvvvvvvvvvvvvvvvvvvvvvvv Roger Ferris + Partners Roger Ferris ✔ ✔ ✔ ✔ 1984 11 Wilton Road, Westport 06880 founding principal

Specialized projects include country, equestrian, estate, FAIRFIELD COUNTY hospitality, island, mountain, waterfront and in-progress Pre-project analysis, construction administration and Additional specialized services and specialties project development; projects include gggggggggggggggggggggggggggggggg Additional services specialities renovations and waterfront andand country residences gfffffffffffffffffgggggggggggggggggggggggggggggggggg gggg Residential projects include city, country and vacation

1973 1988

Architectural services, interior design, planning services, programming, code compliance reviews and building component evaluation services Specialized projects include government and health Michael S. Marcinek care; services include architectural, engineering, interior managing partner ✔ ✔ John P. Franzen Specialized projects include design, space design, construction supportlandscape and building-oriented ✔ ✔ ✔ John C. Oliveto, principal principal planning services and preservation Paul Antinozzi, principal-inArchitecture, interior design and master planning firm; charge, president and George additional projects include commercial interiors, retail ✔ ✔ ✔ ✔ J. Perham, principal-in-charge bank branches, municipal, multifamily and religious Robert Dean, president and and vice president ✔ spaces Renovations, custom residential houses principal architect Interior design, space planning, strategic services, brand Michael Kleinberg, president ✔ ✔ ✔ integration, project management, landlord and broker Jeffrey Kleinberg, partner services andprojects sustainable design Jon Halper Specialized include new construction, ✔ ✔ ✔ president and founder renovation, re-use and landmark conversions David D. Coffin, founder and Specialized projects include cabinetry and religious; consultant, and Peter T. Coffin ✔ ✔ ✔ additional services include project support, Susan Alisberg, founding and John M. Doyle, principals and planning and development ✔ programming, Interior design research and construction management partner, and Ed Parker, partner

1974 1988

Christopher Pagliaro, Roger Bartels and Nicholas A. Sajda, Paul Hopper AIA partners

Specialized projects include waterfront and vacation ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ projects Site assessment, feasibility studies, interior design

1989 1978

David Scott Parker George Wiles founder principal founding

Specializes residential design and historic Specialized in projects include religious, collegiate, health ✔ preservations ✔ ✔ ✔ ✔ ✔ ✔ ✔ care, multihousing, recreational and animal care

1989 1979

Rich KarenGranoff M. Lika, Jenny Paik, and president Susan Wall, principals

1991 1980

Barbara L. Geddis Leigh Douglas Overland founder

1985 1907 1986 1956 1986 1959 1987

1991 1981 1993 1981 1999 1982 2003

Anthony J. Amenta principal-in-charge

David W. Perkins, Woods, founding Bradford co-founder partner, and Nigel Marsh, and chairman, andP. Mary Jean principal Eastman, co-founder, principal and executive director Peter Cadoux Don H. Aitken, John W. principal Gassett, Michael O. McClung, Jerry L. Hupy and Arthur C. Hanlon, principals Robert A. Cardello, principal David A. LaPierre, partner McKee Patterson, Stuart Disston and David Austin, Robert Sanders Jr. partners principal

✔ ✔ ✔ ✔ ✔

Design services include interiors, core and shell, ✔ Landscape architecture and interior design branding and ✔ ✔ ✔ ✔ ✔ ✔ graphics and identity, specialty consulting, sustainability/LEED ✔ ✔ ✔ ✔

Provides on-call services for nonprofits and institutional ✔ ✔ Specialized projects include interiors and religious properties with a scope of maintenance support

Specialized services include design and project Planning, economic and feasibility analysis, ✔ ✔ ✔ ✔ ✔ management for club, multifamily housing, academic, ✔ ✔ ✔ ✔ ✔ ✔ programming, interior design, landscape architecture, corporate interiors and historic restoration graphic design, urban design and supplemental services ✔ Pools and pavilions and transformations Specialized projects include country, equestrian, estate, hospitality, island, mountain, waterfront and in-progress

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✔ Renovations and sketches Pre-project analysis, construction administration and ✔ project development; specialized projects include Specialized services include historical preservation, ✔ renovations and waterfront and country residences site analysis, project management and interior design

✔ ✔

Roger Ferris This list 11 is Wilton a sample architectural firms located in the region. If you would like to include in our nextprojects list, include city, country and vacation ✔ ✔your ✔ firm ✔ Residential 1984 Road, of Westport 06880 founding principal please contact Peter Katz at pkatz@westfairinc.com. 222-4848 • ferrisarch.com

1 Landmark Square, Stamford 06901 348-0767 • amentaemma.com

J.P. Franzen Associates Architects

95 Harbor Road, Southport 06890 1241 Post Road, Fairfield 06824 259-0529 • franzenarchitects.com

Robert Dean Architects LLC 111 Cherry St., New Canaan 06896 966-8333 • robertdeanarchitects.com

Halper Architects LLC

Mill St., Greenwich 06830 JULY225 9, 2018 FCBJ 531-5341 • halper.com

Alisberg Parker Architects LLC

1985

Anthony J. Amenta principal-in-charge

1986

John P. Franzen principal

1986

Robert Dean, president and principal architect

1987

Jon Halper president and founder Susan Alisberg, founding

Architectural services, interior design, planning services, programming, code compliance reviews and building component evaluation services

✔ ✔ ✔ ✔ ✔

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Specialized projects include landscape design, space planning and preservation

✔ Renovations, custom residential houses

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✔

Specialized projects include new construction, renovation, re-use and landmark conversions

SPECIAL REPORT | Mid Year Review Real Estate, Construction, Economic Development, Engineering, Environmental

Town of Fairfield previews potential transit-oriented development BY PHIL HALL phall@westfairinc.com

he Fairfield Town Plan and Zoning Commission teamed with the Fairfield Economic Development Commission to host a public meeting on June 26 that offered a preview of transit-oriented development (TOD) connected to the town’s two Metro-North train stations. Jim Wendt, Fairfield’s planning director, noted this was the second attempt to encourage private development connected to the Fairfield Metro station. The initial private development application filed in 2005 called for 925,000 square feet of office property and 56,000 square feet of retail space tied to the creation of the station. While the train station opened in 2011, “The private development has not moved forward,” Wendt said. “The office market has certainly not been as robust as it was, and in 2008 it kind of crashed. The private side of the development has languished, but the public investment is there.” Wendt said that the mixed-use Trademark Fairfield development that opened in June 2017 was a first step in bringing new housing and retail opportunities within walking distance of the Fairfield Metro station. Trademark Fairfield, put together by Fairfieldbased developers Skala Partners and Abbey Road Advisors, added 101 apartments and about 15,000 square feet of space to the Commerce Drive landscape. Skala and Abbey Road are now planning to build a five-story mixeduse development at the

Ben Carlson, director of urban design and associate principal at Goody Carlson. Fairfield Metro train station. Photos by Phil Hall.

We are looking a lot at real estate market opportunities – who wants to work here, build here, shop here and why? – Ben Carlson

corner of Kings Highway and Ash Creek Boulevard. That $55 million endeavor calls for 160 apartments and 22,000 square feet of ground-level retail space, which the developers expect to be occupied by two merchants. A parking facility with 480 spaces will also be built. Construction on that project is expected to begin by the end of the year and last into 2020. In a separate, previously announced deal, the former home of the Knights of Columbus at 333 Unquowa Road — less than 1,000 feet from the train station — will be turned into 90 apartments by developer Fairfield Residential.

That construction is also expected to get underway by year’s end. Both projects received approval from the town in April. Meanwhile, Ben Carlson, director of urban design and associate principal for the Boston-based architecture firm Goody Clancy, told the June 26 meeting that the greatest opportunity for development around Fairfield’s town

center was the former Exide Battery Co. site at 2190 Post Road, which has undergone a successful brownfield remediation clean-up. The Exide property has long been a figurative thorn in Fairfield’s side. Although lead-contaminated soil at the 6.25-acre parcel — where the company manufactured automobile batteries from 1950 to 1981 — had long since been

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removed, lead contamination in the adjacent Mill River proved to be a more tenacious obstacle, requiring years of clean-up work. In 2016 Polychlorinated biphenyls (PCBs) were detected in select dredge sediment samples at the site, resulting in a mandatory review by the Connecticut Department of Energy and Environmental Protection and the U.S. Environmental Protection Agency. Fairfield’s Economic Development department finally announced that clean-up work had been completed last July. Even so, Carlson admitted that site stretched the limits of transit-oriented development. “The Exide site is a bit of a long walk to the station, so it is not super-convenient for living and working if you take the train,” he acknowledged. “But it might work if there was a shuttle connection.” Carlson, whose firm was contracted by the town to handle the zoning and urban design aspects of the project, noted that it’s within a three-quarter of a mile radius around the two train stations. “That’s about the farthest that most people will be walking to the train on a regular basis,” he said. “That’s 9 percent of all land in town, but that accounts for 27 percent of your property tax revenue, a three-fold relationship.” But the property tax revenue is unevenly divided between the stations, Carlson added, with the town center generating 22 percent and the Fairfield Metro area contributing only 5 percent. Also, he pointed out, there was less opportunity for new commercial development in the town center, which is already home to much of Fairfield’s retail activity. » » FAIRFIELD

JULY 9, 2018

SPECIAL REPORT | By Edward Jordan

Popularity of short-term rentals benefits investors in the Hudson Valley

Renting units on a shortterm basis requires more intensive management and implies higher vacancy risk than the typical 12-month lease business plan. That said, submarkets with more transient demand — think tourist destinations, hubs for business travelers and higher education institutions — are prime locations for this approach. Proof of this strategy’s effectiveness, roughly 65 percent of booked nights in short-term rental properties occur in multifamily buildings.

he popularity of short-term rentals continues to rise among hosts and guests alike. Today, Airbnb boasts more than 5 million listings and has reshaped both the real estate and hospitality markets, earning it third place on CNBC’s 2018 Disruptor 50 list. As the short-term rental industry has expanded, multifamily investors have benefited from a lucrative means for increasing revenue per unit. At this late stage in the investment cycle, with multifamily assets trading at record highs, investors are seeking creative strategies for increasing income to maximize returns — a furnished short-term rental strategy is one such approach.

SHORT-TERM RENTALS IN CONNECTICUT

Airbnb reports that 6,900 guest stays earning nearly $2 million were logged across Bridgeport,

Danbury, Greenwich, Norwalk and Stamford from November 2016 through October 2017, with Greenwich and Stamford ranking in Connecticut’s “top 10” for the time period. Nearby New Haven, which is home to Yale University and a health sciences population, brought in $2.2 million from 15,000 guests in 2017, making it Connecticut’s largest Airbnb market. With demand for traditional 12-month multifamily housing driven by the local workforce, and demand for short-term furnished rentals driven by students, business travel and tourism in these markets, multifamily investors may take advantage of dual strategies to increase income and maintain strong occupan-

cy rates on well-positioned assets. Absent this potential income growth, current pricing for value-add Class-B and Class-C assets may appear less attractive to income investors. As always, the market must incentivize investors to take the financial risks and make the capital improvements necessary to bring desirable housing units to market.

THE HUDSON VALLEY

Government regulation might be seen as an unconstitutional restriction on individual property rights.

While reports indicate more than 3,000 new apartment units opened in Westchester County during 2016 and 2017, demand is still outpacing supply. The number of new units coming online is projected to soon reach as many as 2,000 per year in an effort

to meet demand from locals and those who have been priced out of New York City. In neighboring Dutchess County, which receives more than 4.75 million visitors annually, short-term rentals have impacted the tourism industry. Airbnb bookings in Beacon rose by a reported 62 percent in 2017, while Realtors note communities such as Millbrook and Rhinebeck are also desirable. Not only landlords benefit from offering shortterm furnished rentals via Airbnb and other online platforms. Many tenants are also inclined to offer their individual units for short-term stays, although this practice is more popular with younger renters.

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For Leasing Information: Josh Gopan | Jim MacDonald 718.518.8600 | simdev.com 16

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rentals offered via online platforms. They maintain that when landlords set aside units for short-term use, they leave fewer units available for workforce tenants on 12-month leases. While some municipalities aim to regulate the shortterm rental industry in the hopes of maintaining access to affordable housing for residents, advocacy groups such as the Real Estate Board of New York (REBNY) are encouraging

officials to establish policies that are equally friendly to landlords and tenants alike. For example, as New York City strives to establish a central database of short-term rental properties, REBNY has suggested this data be made available to property owners so they can control illegal activity within their own buildings. That said, government regulation might be seen by investors and tenants alike as an unconstitutional restriction on individual property rights. Property owners who choose to rent their property on a longterm basis or as a shortterm rental both have the same protections under our constitution. “Short-term rentals and other aspects of the sharing economy are examples of technology-enabled innovation that have been good for consumer choice. It will be bad for everyone if cities and states thwart those strong ideas through the blunt force of regulation,” said Patrick Tuohey, director of Municipal Policy at the Show-Me Institute. Edward Jordan is the founder and managing director of Northeast Private Client Group, an investment real estate firm with offices in White Plains and Shelton. He can be reached at ejordan@northeastpcg.com.

Carlson said. “We are looking at the fiscal benefits for Fairfield. These are some of the most important sites in town — or could be, in terms of revenue — moving forward.” Carlson announced that the town will be holding additional public meetings in September, October, November and January to gather input from the community on development ideas and to offer previews of potential commercial property additions to the Fairfield landscape. “We have a lot of homework to do,” he said. “We’re going to think about where is change going to happen.

We are identifying sites where property values are significantly below their economic potential. We can look at property values and get a sense of where things might happen and where they might not happen — there are some properties you might look at and think they were a little scruffy, but were they worth the effort for redevelopment? “We will try to understand which property owners are motivated to invest or sell,” Carlson continued. “We have been meeting with some of the property owners and getting a sense of what their goals are.”

Edward Jordan

The National Multifamily Housing Council’s 2017 Renter Preferences Survey found nearly half of apartment renters under the age of 25 (49 percent) were interested in the opportunity to generate income through short-term rentals, compared to only 15 percent of renters age 65 and over. Affordable housing advocates complain about market distortion caused by the growth of short-term

Fairfield—

Carlson said that the Fairfield project is being divided between his firm and three additional companies: Annapolis, Maryland-based W-ZHA will be handling the office and retail side of the project development; Clifton, New Jersey-based Zimmerman/ Volk Associates will explore housing opportunities; and Watertown, Massachusetts-based VHB will handle the infrastructure issues related to new development. “We are looking a lot at real estate market opportunities — who wants to work here, build here, shop here and why?”

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FCBJ

JULY 9, 2018

NOMINATE YOUR DOCTOR OR HEALTH CARE PROFESSIONAL THIS UNIQUE ANNUAL AWARDS PROGRAM RECOGNIZES WESTCHESTER COUNTY LEADERS IN THE MEDICAL FIELD WHO WILL BE CHOSEN BY A DISTINGUISHED PANEL FOR THEIR DEDICATION AND COMMITMENT TO IMPROVING THE LIVES OF PEOPLE THROUGHOUT THE REGION. THIS PRESTIGIOUS EVENT HONORS, AND IS PRESENTED BY THE WESTCHESTER COUNTY BUSINESS JOURNAL AND WAG MAGAZINE.

• ALL IN THE FAMILY: This award recognizes husbands and wives, parents and

Nominate Westchester County area health care leaders for their outstanding dedication and commitment to medicine that impacts our lives each and every day.

NOMINATE AT:

westfaironline.com/events

NOMINATION DEADLINE:

JULY 15

children or siblings who work together in a practice or separately, dedicating their lives to make other lives better.

• NO LAND TOO FAR: This award recognizes a doctor who donates his or her time and expertise to people who live in countries where medical care is lacking.

• CUTTING EDGE: This award recognizes a doctor who has spent endless hours working on research and clinical trials to save lives. • CARING FOR ALL: This award recognizes a doctor who turns no patient away

and who dedicates time to treat each and every individual with equal respect and dedication.

• FEMALE TRAILBLAZER: This award recognizes a female doctor who has made

great strides in empowering other women to advocate for themselves and be aware of their specific medical needs.

• PROMISE FOR THE FUTURE: This award recognizes a medical student who excels

in his or her studies, and will contribute new ideas and fresh perspectives to the medical profession.

• LIFETIME ACHIEVEMENT: This award recognizes a physician for their lifetime of commitment and dedication to the medical profession.

AWARDS PRESENTATION:

• BIOMEDICAL BREAKTHROUGH: This award recognizes PHD doctorates

5:30 - 7:30 P.M.

• EXCEPTIONAL LEADERSHIP IN HEALTH CARE: This award recognizes an industry

SEPTEMBER 20

(nonphysicians) who go above and beyond in medical research and biomedical engineering.

leader whose skills create advancements in medical planning and organization.

FOR MORE INFORMATION OR SPONSORSHIP INQUIRIES, CONTACT: Marcia Pflug at mpflug@wfpromote.com or 203-733-4545 • Josephine Biondi at jbiondi@westfairinc.com or 914-358-0757. PRESENTING SPONSORS:

JULY 9, 2018

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BRONZE SPONSORS:

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reated in the spirit of the Gilded Age, Greystone on Hudson is a collection of twenty-one individually designed two- to five-acre estates with breathtaking views of the Hudson River inspired by the neighboring turn-ofthe-century mansions of America’s most illustrious families. As soon as we first passed through the gates of Greystone, we felt this was the most incredible place we had ever seen, and we had to be the ones to restore it to its natural beauty. We were captured by the magical views and the grand history of the location. It is literally surrounded by castles, the family homes of some of the nation’s most important industrialists, constructed over the past hundred and fifty years. As we researched the history of Greystone we learned that the Hudson River Gold Coast was born on the land of Greystone on Hudson. The string of magnificent private estates stretching from Greystone on Hudson to the Rockefeller compound Kykuit gained the name “Millionaire’s Row” and encompassed many of the most opulent homes of Westchester’s golden age of high society, including Jay Gould’s neighboring Lyndhurst Castle and the surrounding Astor, Morgan, and Lehman manors. We subdivided the land into 21 two- to five- acre estates and, once approved, started building the infrastructure, which includes a fairytale gate house with 24/7 doorman and concierge services, and a tree-lined road with 100-year-old specimen trees. The team was inspired by immersing themselves in the history of the site, studying both the architecture and the modes of construction. Our design and level of craftsmanship are a tribute to the legendary neighboring Gilded Age mansions. We recently launched our first house and we sold it in 9 days for $9,000,000. It was the highest price sale in Westchester County at the time. We were so excited to see our vision become a reality and to hear the amazing feedback from realtors and clients alike. We currently have 8 homes that are either sold, built or under contract. Our clients are top businessmen, sports stars and entertainers. While our team has many other projects, including current projects in the Hamptons and Bedford, Greystone on Hudson has been a oncein-a-lifetime development that will set the standard for luxury building in the area for years to come. https://greystone-on-hudson.com/introduction

Andy Todd

President The Greystone Mansion Group

GEORGE D. BIANCO

ERIC A. BICKLER

The Bianco Group, Merrill Lynch New York, New York

The Sabia-Bickler Wealth Management Group UBS Financial Services, Inc. White Plains, New York

Managing Director Wealth Management Advisor

George Bianco has devoted his entire career to serving clients at Merrill Lynch, which he joined in 1979. He offers not-for-profit organizations and high-net-worth individuals — including entrepreneurs, business owners and corporate executives — wealth management advice and guidance to help them pursue their financial goals. In 2014, 2015, 2016, 2017 Bianco was named to the Barron’s list of America’s Top 1,200 Financial Advisors. He was selected by Barron’s as one of the Top 1,000 Financial Advisors in the United States in 2009, 2010, 2011 and 2012. He holds the Certified Investment Management Analyst® (CIMA®) designation and earned a bachelor’s degree in economics from Binghamton University in Binghamton, New York, and an MBA in finance. Bianco has been active in many philanthropic and conservation organizations, including The Nature Conservancy, the Westchester Land Trust, the Town of Bedford, New York’s Open Space Acquisition Committee, the Lighthouse for the Blind and Visually Impaired, the Northern Westchester Center for the Arts and the Northern Westchester Hospital.

Senior Vice President – Wealth Management

Eric A. Bickler has a true passion for personal finance and helping his clients succeed. He cares deeply about his clients and their families, with a commitment to make a difference in their lives – on both a wealth management and personal level. Whether guiding affluent clients as they transition to and through retirement, focusing on the unique needs of corporate executives or providing advice to the next generation of investors, Bickler takes a holistic approach to wealth management. A UBS Financial Advisor since 1998, he considers it a privilege to share his experience and knowledge with clients as he helps them pursue their financial goals. Recognized as a leader in the industry, Bickler was named to the Forbes Best-in-State Wealth Advisors list in 2018, Financial Times Top 400 Financial Advisors list in 2017 and REP. magazine and WealthManagement. com’s list of the Top 40 Wirehouse Advisors Under 40 in 2014 and 2015. A member of the UBS Equity Plan Advisory Services Financial Advisor team, he provides specialized guidance on corporate compensation plans, including stock options, restricted securities, equity plan administration and 401(k) and pension plans. Bickler earned his Bachelor of Arts degree in economics from the State University of New York at Albany. He is a Certified Financial Planner™ (CFP®) and holds the Series 7, 63 and 65 securities licenses, as well as state life and health insurance licenses. When it comes to giving back to the community, Bickler is an active mentor to U.S. military veterans seeking opportunities on Wall Street. In his free time, he enjoys traveling and spending time with family, especially his young daughter.

RICHARD A. BOEHM

Founder and CEO Unified Wealth Management Westport, Connecticut

Richard A. Boehm founded Unified Wealth Management (UWM) in 2004. It is a boutique financial planning and wealth management firm, serving clients nationwide from offices in Westport, Connecticut, and Scottsdale, Arizona. The typical net worth of Boehm’s clients is $1 to $10 million; the typical size of household accounts is $750,000 to $5 million; and the minimum account size for new business is $500,000. Unified Wealth Management currently serves more than $274 million in brokerage and advisory assets. .Boehm “views financial planning and wealth management as life planning. I believe in a holistic approach. At UWM we are wealth advisors that work primarily with professionals, business owners, entrepreneurs and retirees who want to retire with dignity while positively impacting their family, community and society as a whole.” What makes UWM unique, Boehm said, is “our vision to be our clients most trusted advisor. Rather than looking at you in pieces or focusing only on investments, we have developed and refined a process that unifies all the key elements of your finances: investments, retirement, estate planning, insurance and tax strategies, together, under one roof. We call it our UWM Prosperity Roadmap. An actionable plan, in a language you understand, with complete transparency when it comes to fees and expenses, customized to your specific needs, wants and whys.”

2018 TOP WEALTH ADVISORS

JULY 9, 2018

BARRY W. BUTLIEN

WENTON CAMPORIN

JAY CANELL

Westchester Financial Advisors Tarrytown, New York

The Peters Group Morgan Stanley Wealth Management Purchase, New York

The Canell Group J.P. Morgan Securities New York, New York

Financial Planner

Senior Vice President, Wealth Advisor

Managing Director, Portfolio Manager

Barry Butlien has always believed that when your vision is clear, your decisions become easy. As a result, he is devoted to helping individuals and business owners define their unique goals and craft a custom plan to help achieve them. With understanding, care and a passion for results, he empowers his clients to make financial decisions with confidence and strives to give them peace of mind through both abundant and challenging financial times. Butlien specializes in designing customized retirement income distribution and investment strategies. For many clients, this includes optimizing their spendable, after-tax income during retirement while also helping to maximize the legacy they leave to their children, grandchildren and other family or charities they care about. A Certified Financial Planner, Butlien uses his education, training and all of his professional and personal life experiences for the benefit of every client. He is a registered representative with Kestra Investment Services LLC and an investment advisor representative with Kestra Advisory Services LLC. Involved with numerous local and national charities that have special meaning to his family, including the UJA Federation of New York and the Juvenile Diabetes Research Foundation, Butlien is also a former board member of the Leukemia and Lymphoma Society’s Westchester/Hudson Valley Chapter. An avid runner, he has completed 18 marathons in 16 different states while raising nearly $100,000 for the Leukemia & Lymphoma Society’s Team in Training program. A graduate of the University of Florida, Butlien is a life-long resident of Westchester County and currently lives in Granite Springs, New York, with his wife, Robyn, their sons, AJ and Kevin, and their dog Dharma.

Wenton Camporin is a partner of the Peters Group helping advise on more than $2 billion in assets for ultra- and high-net-worth families and their businesses. He focuses primarily on investment strategy, wealth management and financial planning. Camporin earned his Bachelor of Science degree from Franklin Pierce University and attended the executive education program at the University of Pennsylvania Wharton School of Business. In addition, he continues to advance his knowledge of the ever-changing financial environment by attending educational conferences and forums. Camporin joined Morgan Stanley in 1994 and brings 23 years now of industry experience to his team and clients. He joined the Peters Group in April of 2007, and has been included among Westchester’s Five Star Wealth Managers list from 2012 to 2017. He currently holds series 7, 31 and 65 and state insurance licenses. Camporin lives in New Canaan, Connecticut, with his wife and three children. He enjoys boating, skiing and tennis. He also gives back to his local community by serving on the Board of the Family and Children’s Agency located in Norwalk, Connecticut.

Jay Canell is a managing director and portfolio manager2 at J.P. Morgan Securities, a wealth management division of J.P. Morgan. Prior to joining the firm, he was a managing director and chairman’s council member at Morgan Stanley. Experienced in all equity investments, Canell’s areas of focus, which include portfolio analysis, structured products and mutual fund diversification, Canell provides credit access to The Canell Group clients through lending, mortgages, debt refinancing, HELOCs and other credit line strategies. He coordinates and manages referral relationships with various trusted advisors, such as attorneys, sports agents, entertainment industry executives and CPAs. Canell joined J.P. Morgan Securities in 2017 to offer his clients the boutique advisory environment and distinctive services available at the firm. He leverages the wide breadth of J.P. Morgan’s industry-leading resources to help his clients pursue their individualized financial goals. Canell received his Bachelor of Arts degree from Lehigh University in 1989 and is Series 7, 31 and 63 registered. He resides in Scarsdale, New York, with his wife, Sari, and their two children, Hayley and Dylan. He is currently a founding board member of S.C.O.P.E., a nonprofit organization that sends less fortunate children to summer camp. Canell is also a member of the Investment Committee of the Masters School in Dobbs Ferry, New York, and serves as a board member of The Riley Sandler Foundation, The Pediatric Cancer Foundation, A Call to Men, The Athletes vs. Crohn’s & Colitis Organization and is a member of the board of governors and the current membership chairman of Willow Ridge Country Club. He has been named to Top 400 Advisors, Financial Times, 2018, 2016; 2013 Top Wealth Managers, New York magazine; 2016, 2015, 2014 Top 1, 200 Advisors, Barron’s; 2016, 2015 America’s Top Wealth Advisors, Forbes; 2016 Top 1000 Advisors, Barron’s; 2013, 2012, 2011, 2010, 2009 Top 100 Advisors, Barron’s, 2010, 2009.

NEIL CANELL

PETER CHIECO

ROBERT A. CLARFELD

The Canell Group J.P. Morgan Securities New York, New York

Sound Shore Group Morgan Stanley Greenwich, Connecticut

Clarfeld Financial Advisors Tarrytown, New York

Managing Director, Portfolio Manager

Neil Canell is a managing director and portfolio manager2 at J.P. Morgan Securities, a wealth management division of J.P. Morgan. Prior to joining the firm, he was a managing director and chairman’s council member at Morgan Stanley. His primary focus is on the fixed-income marketplace, specifically in products such as municipal and corporate bonds, taxable and tax-free bond funds, preferred stock and structured products. In conjunction with a mortgage advisor, he coordinates client mortgages, debt-refinancing, HELOCs and credit line strategies. He is also the Canell Group’s primary contact for its professional athletic and entertainment clientele. Canell joined J.P. Morgan Securities in 2017 to offer his clients the boutique advisory environment and distinctive services available at the firm. He leverages the wide breadth of J.P. Morgan’s industry-leading resources to help his clients pursue their individualized financial goals. Canell received his Bachelor of Arts degree from Lehigh University in 1989 and is Series 7, 31 and 63 registered. He resides in Purchase, New York, with his wife, Loren, and their three children: Jordan, Charlie and Harper. Canell is currently a founding board member of Summer Camp Opportunities to Promote Education (SCOPE), a nonprofit organization that sends less-fortunate children to summer camp, and he is a board member of The Riley Sandler Foundation, The Pediatric Cancer Foundation and The Athletes vs. Crohn’s & Colitis Organization. He also serves on the board of both the Harrison Youth Lacrosse as well as the Harrison Varsity Lacrosse.

2018 TOP WEALTH ADVISORS

Managing Director, Family Wealth Director

Peter Chieco entered the financial services industry in 1983, dedicating himself to offering innovative solutions to complex wealth issues along with the service that people deserved. As a senior portfolio management director at Morgan Stanley’s Portfolio Management Group, which provides investment management for more than $800 million, employing a proprietary passive/active approach. This blending of the skills requires the portfolio manager to be an experienced manager with the ability to help identify, solve and serve specific client and family needs – the cornerstone upon which The Sound Shore Group at Morgan Stanley was built. In 2018, Peter was ranked once again as one of Barron’s Top 1,200 Advisors and was recognized as one of The Financial Times Top 400 Financial Advisors. A frequent guest speaker and writer, his seasoned perspectives on investment strategies and markets have been featured by various media outlets throughout Connecticut and the United States. Chieco began his career at Paine Webber and later joined Smith Barney. He attained a Bachelor of Science degree in finance from Fordham University in 1982 and received the Certified Investment Management Analyst®SM in 2003 from the Investment Management Consultants Association, in conjunction with Wharton Business School at the University of Pennsylvania. Chieco and his wife, Rose Ann, reside in Bedford Corners, New York. They have three daughters. His philanthropic efforts include a focus on health disorders, including the Cooley’s Anemia Foundation, a not-for-profit charity helping children battle a fatal blood disorder. He also enjoys tending to his large organic garden and sharing food with his neighbors, friends and a local community center; traveling; and spending time with his family.

Founder, President, CEO

Robert A. Clarfeld is the founder and president of Clarfeld Financial Advisors. Headquartered in Westchester County, New York, with offices in New York City, Clarfeld is a leading wealth management firm and multifamily office providing comprehensive financial planning, tax and investment management services. Clarfeld is a Certified Public Accountant, Certified Financial Planner,® personal financial specialist and chartered life underwriter. He has a long history of holding leadership positions in the nonprofit sector and frequently speaks and writes on business and other matters. Clarfeld holds a Bachelor of Arts degree and an MBA. from The City University of New York. Prior to founding Clarfeld & Company in 1981, he was employed by Ernst & Young and KPMG, international CPA and consulting firms.

JULY 9, 2018

ELIZABETH LEFEBVRE CLEARY

GREGORY COGHLAN

MARIA D. COLUCCI

Lefebvre Financial Services

Stamford, Connecticut

Christie & Coghlan Investment Management, LLC Fairfield, Connecticut

The Colucci Group Merrill Lynch New York, New York

Elizabeth Lefebvre Cleary has nearly a decade of experience as a financial planner and has made it her mission to understand each client’s unique financial situation – serving the investment and protection needs of individuals, small businesses and families. Cleary’s passion to serve as a constant resource to her clients was inspired by her father, the founder of Lefebvre Financial Services, a highly accomplished financial planner, who served his clients for more than 40 years until his passing March 5, 2011. Cleary has carried on the same core values and business principles her father lived by into the successful practice she provides her clients and community with today. She understands how important it is to help educate her clients so they can make financial decisions with confidence in their lives. She holds Series 7, 63 and 65 securities licenses and is licensed to sell life, accident and health insurance. During her tenure at MetLife, she was recognized as a Leaders Conference Qualifier from 2009-2015, and a Platinum Conference Qualifier in 2016. Cleary earned her bachelor’s degree in business from the University of Richmond, and her master’s degree in education in curriculum development and Instruction from Fairfield University. She’s an active member in the Junior League of Greenwich, a woman’s organization whose mission is to promote volunteerism, empower women and improve the community; a PTA member at the International School at Dundee; and an active member of the University of Richmond Alumni Association. She currently resides in Greenwich, Connecticut, with her husband, Chris, their two daughters, Colette and Evangeline, and their dog Mr. Miyagi. In her free time, she enjoys skiing, playing tennis and cooking with her family

Gregory Coghlan has been assisting retirees, pre-retirees, professionals and companies for the last 23 years. He is a well-known financial educator in Fairfield County, Connecticut. His retirement presentations have been widely attended by retirees from many large corporations. Coghlan has developed a specialty in counseling corporate employees, retirees and those about to retire, who want to protect their principal to help ensure that their money lasts. His advice focuses on helping pre-retirees and retirees avoid the most common financial mistakes. Coghlan has conducted education programs for several professional organizations. In 1994, he was selected by IBM Corp. to provide retirement workshops to employees considering retirement in their Fairfield County, Connecticut, and Westchester County, New York, offices. He has also presented to the NFL, ZEP Manufacturing, the Connecticut Bar Association and the Connecticut Society of CPAs. Also, in conjunction with the FBI, Greg has conducted programs throughout Connecticut on How to Avoid Investment Scams and Identity Theft. Over a period of 23 years, he has taught more than 3,000 corporate employees about wealth preservation and growth. Coghlan also has taught classes on retirement planning to seniors through the Westport Continuing Education program. Most recently, Greg was added to the Accounting Department Board of expert speakers for the Suffolk University Graduate School in Boston. Coglan lives in Fairfield, Connecticut, with his wife and two children. In his spare time, he volunteers as an emergency medical technician for Westport EMS in Westport.

Financial Planner, Financial Services Executive

Managing Partner

Senior Financial Advisor

Maria Colucci has been dedicated to creating a meaningful and lasting impact on her clients’ lives for more than three decades. She provides clients with a preeminent wealth-planning experience, listening attentively and addressing her clients’ needs, concerns and questions knowledgably and efficiently. She believes that her commitment to excellence, together with her team’s culture of integrity, transparency and spirit of compassion are among the reasons that some clients have chosen to remain with her for more than three decades and that a number of her relationships span four generations. Colucci joined Merrill Lynch in 1987 and has since been providing advice and coaching to women in transition, executives, closely held businesses and retirees as they pursue their financial goals and aspirations. She and her team’s mission is to help clients foresee unknown needs and provide them with the financial tools to create and maintain the lifestyle that they desire. In her community, Colucci is dedicated to connecting women entrepreneurs across Westchester County, New York, and has worked to build a collaborative network of women. Maria’s dedication to her clients and her community has been recognized by Barron’s, Forbes and Working Mothers magazine over the past 5 years. She’s the proud mother of twin teenage boys and resides in Westchester County, New York.

T H E S H R EV E , C RU M P & LO W

New England’s Finest Since 1796.

Important 10.88 carat Kashmir Blue Sapphire price upon request

125 Greenwich Avenue, Greenwich (203) 622-6205 www.shrevecrumpandlow.com

2018 TOP WEALTH ADVISORS

125 Greenwich Avenue, Greenwich (203) 622-6205 www.shrevecrumpandlow.com

JULY 9, 2018

SHARON M. CUNNINGHAM

Senior Vice President, Senior Portfolio Management Director, Financial Advisor, Founding Partner The Cunningham Group at Morgan Stanley New York, New York

LAWRENCE J. DENOIA

DENNIS DEVANE

ITI Strategies, Inc. Peekskill, New York

Wells Fargo Advisors Westport, Connecticut

President

First Vice President - Investment Officer

Sharon Cunningham is a seasoned wealth management professional for more than 28 years. She has dedicated her entire career to providing highly customized life-stage financial planning and investment-growth strategies to individuals, families, organizations and nonprofits. Her comprehensive approach to financial management includes a thorough planning process and advice with passion and integrity. She makes understanding her clients’ goals and values a top priority and works tirelessly to help them achieve their personal and financial objectives. Cunningham has been concentrating on women’s financial issues since she began working as a financial advisor in 1990. Recognizing that women were often overlooked as potential clients and excluded from financial discussions, she set out to change that and dedicated much of her efforts to educating and empowering women through financial seminars and workshops designed specifically for them. Over the years, Cunningham’s interest in “wealth with purpose” has extended beyond women’s causes to support an array of other philanthropic programs. She is an annual attendee of the Barron’s Winner’s Circle Top Women Advisor Summit, a member of Morgan Stanley Women’s Business Exchange, and has been honored by the Greater New York Chamber of Commerce for her outstanding contributions to the financial industry. Cunningham also was a recipient of the John J. Mack Leadership Award at Morgan Stanley. In 2017, she was named to Working Mother magazine’s inaugural list of Top Wealth Advisor Moms. Her career began in 1990 as a Certified Financial Planner™ with IDS Financial Services, the financial planning division of American Express. A graduate of Adelphi University with a degree in business management and finance, she earned her certificate in financial planning from New York University. She currently resides in Rye Brook, New York, with her husband, Brian, and their two children, Olivia, and Griffin.

Lawrence DeNoia is president of ITI Strategies, Inc. (Investment, Tax and Insurance) in Peekskill, New York. The firm, which was founded in 1993 as a fully independent financial planning and investment advisory firm, celebrated its 25th anniversary this past January. DeNoia provides comprehensive financial strategies to highnet-worth individuals, businesses and nonprofits. He manages eight employees and approximately $215 million in client assets, as well as prepares 950 tax returns. Frequently, DeNoia lectures on financial planning to professional societies, business associations, not-for-profit organizations and Rotary clubs. He has written articles that have been published in The New York Times, Forbes and Financial Planning. He also co-authored the book “2001 Financial Planning for Physicians and Healthcare Professionals.” DeNoia is committed to his community and serves on several boards of directors, including Treasurer of The Hope For Youth Foundation. He is a past chairman of the Hudson Valley Gateway Chamber of Commerce, past treasurer of Rotary District 7230, past president of The Peekskill Rotary Club, The Lincoln Society in Peekskill, The Westchester Rockland International Association of Financial Planners and The Paramount Center for the Arts. DeNoia has an MBA in accounting from St. John’s University and is registered with LPL Financial LLC to conduct his securities business. Also, he holds licenses for health and life insurance.

Dennis Devane has managed multigenerational wealth for private clients from the early stages of wealth accumulation through retirement and advised on the transfer of wealth to the next generation for more than 26 years. He works closely with entrepreneurs, closely held businesses and high-net-worth individuals to provide integrated financial strategies to help them achieve their long-term goals. His core capabilities include retirement income and expense planning; formation of risk-based-goal asset-allocation strategies utilizing a variety of investment solutions; family-owned business planning, which includes comprehensive retirement planning strategies, deferred compensation, and succession planning. Devane earned a Bachelor of Business Administration in accounting and an MBA in finance from Adelphi University in Garden City, New York, and he holds Series 3,7,63 and 65 FINRA registrations. Also, he maintains annuity, life and health insurance licenses. Prior to his wealth management career he was a certified public accountant (not currently practicing) and applied his background to various management, audit, accounting, financial analysis and consulting positions with such firms as Goldman Sachs and PriceWaterhouseCoopers. From 2008 to the present time, Devane is with Wells Fargo Advisors as first vice president-investment officer. From 1996 to 2008: he was a UBS vice president-investments and from 1990 to 1996 he was in related merger affiliates at Smith Barney. His areas of focus include discretionary portfolio management, tax efficient asset allocation strategies, risk tolerance income solutions, education funding (529 Plans), retirement income/expense planning, insurance solutions/income replacement, estate planning strategies and investment and insurance products.

ROBERT J. DISABATO JR.

SEAN M. DOWLING

VINCENT J. FIORENTINO

Vacheron DiSabato & Associates Merrill Lynch Fairfield, Connecticut

Dowling Group Wealth Management Greenwich, Connecticut

Senior Vice President – Wealth Management Advisor

Robert J. DiSabato Jr. joined Merrill Lynch in 1999 and has spent more than 17 years with Vacheron DiSabato & Associates. He serves as the primary advisor for many individual and family clients that the firm’s team advises. Also a qualified portfolio manager who, in addition to providing traditional advice and guidance, DiSabato can help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds, and third-party investment strategies. A Certified Financial Planner™ certficant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., DiSabato graduated from Amherst College with a bachelor’s degree in economics. In 2017, he joined the Board of Directors of The Southport School in Southport, Connecticut.

2018 TOP WEALTH ADVISORS

President

Sean M. Dowling is the second generation in the Dowling Group Wealth Management firm. He has been named a Top Wealth Manager of Westchester County each year since 2013 by Westchester magazine. With more than 10 years’ experience in wealth, tax and investment advisory services in the Dowling Group, Dowling has worked with families and business owners in Greenwich seeking personalized and effective wealth management programs. As a Certified Financial Planner® professional and licensed investment advisor representative registered with the Securities and Exchange Commission (SEC), Dowling serves as a fiduciary to all Dowling Group clients. A graduate of the University of Connecticut, where he earned his bachelor’s degree in accounting and finance, Dowling is also a graduate of the Sacred Heart University College for Financial Planning where he completed the Certified Financial Planner course of study. He holds the CFP designation as well as the Enrolled Agent (EA) credential granted by the United States Treasury. Dowling has authored several published articles on wealth management and tax planning. He has been quoted in media outlets such as MSNBC, Research magazine, Greenwich Times, Bankrate and the Fairfield County Business Journal. He is also a frequent guest speaker on taxation and investment planning at community venues, radio and internet broadcasts. In his free time, Dowling can be found on the golf course or in a swimming pool. He is a competitive golfer and swimmer who also enjoys fishing, reading and travel. Sean and his wife, Jessica, whom he met in the pool, live in Old Greenwich, Connecticut, with their daughter, Brighid, and son, Finn.

Senior Vice President – Wealth Management, Senior Portfolio Manager The Fiorentino Group, UBS Financial Services, Inc. Stamford, Connecticut

Vincent J. Fiorentino recently celebrated his 31-year anniversary in financial services, helping families achieve their most important life goals. He has been a President’s and Chairman’s Council member at UBS and predecessor firm since 2000 and has been voted by Forbes magazine as among the top advisors in the country. Fiorentino oversees portfolio management, asset allocation, risk management and strategy for clients of The Fiorentino Group. Originally from Westchester County, New York, Fiorentino moved to Greenwich, Connecticut, in 1991. He was an All-State basketball player in high school and enjoys biking, writing and the arts. He lives in the Riverside section of Greenwich with his wife and daughters. Among the charities the Fiorentino Group supports are: Young People’s Concert Series in Greenwich schools, Lauren’s Kids, Children of Fallen Patriots, Perrot Library, Emergency Medical Services, National Breast Cancer Foundation and Center for Hearing and Communication, in New York City.

JULY 9, 2018

GREGG S. FISHER

ANGELA LUPO FITZGIBBON

LAWRENCE J. GANIM

Gerstein Fisher New York, New York

Ameriprise Financial Services, Inc. Valhalla, New York

Ganim Financial Bridgeport, Connecticut

Founder, Portfolio Manager

President and CEO

Financial Advisor

Gregg S. Fisher, CFA, founded investment management firm Gerstein Fisher in 1993 with the vision of bringing quantitative investing to global portfolios. Over his 25-year track record of managing global portfolios across market cycles, Gregg has refined the firm’s MultiFactor® approach. As head of research and portfolio strategy, Fisher oversees the firm’s investment process, including portfolio management, trading, risk control and investment strategy development. He is also the portfolio manager for the Gerstein Fisher Funds. Informing his quantitative investment strategies with rigorous academic theory, Fisher serves on the program committee for the Q Group (the Institute for Quantitative Research in Finance).

Angela Lupo Fitzgibbon helps prepare her clients, for the expected and the unexpected, with comprehensive financial planning. She earned her Bachelor of Arts degree in languages in 1972 from Queens College in Queens, New York. Her business experience from 1991 to the present has been as financial advisor at Ameriprise Financial Services. Fitzgibbon enjoys gardening in her Japanese Garden and Ikebana flower arranging. Born and educated in Italy, she is fluent in Italian and Spanish and has a good command of French. She has traveled extensively throughout Europe, North and South America and Africa. She lives with her husband, Anthony Leo FitzGibbon and Blue, her Russian Blue cat. She is the recipient of Silver Team, President’s Recognition Award.

“It’s fine to celebrate success but more important to heed the lessons of failure.”

Lawrence J. Ganim founded Ganim Financial in 1985 to meet the unique needs of entrepreneurs and business owners. His areas of expertise include business and estate planning, employee benefit planning, executive benefits, insurance planning and pension planning. Ganim frequently conducts seminars and workshops on these topics for business owners and other professionals. Also, he is the founder and president of GFS Wealth Management Advisors Inc. (GFS), a registered investment advisory firm in the state of Connecticut. Ganim recently published a book on effective preparation for business succession and business sales for successful entrepreneurs titled “Designed Destinations” – a subject he is quite passionate about. Ganim is a qualifying and lifetime member of the Million Dollar Round Table, The Court of the Table and Top of the Table – the highest distinctions in the insurance and financial services industry. He serves on several boards of directors and is a past Chairman of the Board of the Bridgeport Chamber of Commerce, Life Bridge Community Services in Bridgeport and Connecticut Zoological Society, and president emeritus and member of NAIFA-CT and NAIFAEastern Fairfield County. Ganim received his Bachelor of Science degree from the University of Connecticut in 1979. He is a father and grandfather and lives with his wife, Diane, in Trumbull, Connecticut.

— Bill Gates

RAGO ARTS AND AUCTION CENTER Buy. Sell. Appraise. Your resource for Westchester and Connecticut. Rago assists wealth advisors and their clients in selling single pieces, collections or entire estates at auction or through private sale. Rago also offers estate and appraisal services for those seeking to build, disperse or insure their collections. As a tastemaker and vital force with a global reach in the international auction market, Rago holds auctions of jewelry and watches, 20th/21st century design, Post War and Contemporary art, 19th and 20th century American and European art, fine furniture and decorative arts, coins and collectibles. Jennifer Pitman, a 20-year auction professional and Westchester resident is your local contact for access to our team of seasoned experts. For a complimentary auction evaluation, contact: Jennifer Pitman Specialist, Senior Account Manager Westchester and Connecticut jenny@ragoarts.com | 917.745.2730

2018 TOP WEALTH ADVISORS

JULY 9, 2018

2018 TOP WEALTH ADVISORS

JULY 9, 2018

2018 TOP WEALTH ADVISORS

JULY 9, 2018

JEFFREY S. GERSON Family Wealth Director Managing Director Morgan Stanley New York, New York

RUSSELL E. GLICKSTERN

DONNA H. GOLDMAN

Westchester Financial Planning Mount Kisco, New York

Oppenheimer & Co. Inc. White Plains, New York

Founder and Principal

Executive Director-Investments

Jeffrey Gerson has more than 30 years of experience providing financial advice. He joined Shearson Lehman Brothers, a predecessor firm to Morgan Stanley, in 1986, and is a family wealth director, a senior portfolio management director and the senior strategic advisor for the GGM Group at Morgan Stanley. The team is part of the Morgan Stanley Wealth Management Family Wealth Advisory unit, a division that specializes in servicing the financial needs of the highnet-worth client. As a family wealth director, Gerson is proficient in the areas of estate planning, philanthropy, alternative investments, control and restricted securities, banking and lending services and hedging and monetization. A co-founder of the Portfolio Management Institute (PMI, Gerson was the recipient of the 1998 Smith Barney Harry Irvine Award for high ethics, professionalism and commitment and contribution to Smith Barney and received the 2005 “Portfolio Manager of Year” Award from the Portfolio Management Institute. The GGM Group has been named one of the “Top 50 Advisors in America” by Registered Representative magazine, “Top 100 Advisors in America” by Barron’s and “Top 100 Wealth Advisors” by Worth magazine. Gerson has been featured on CNBC as a guest and a show host and has been interviewed by many industry periodicals. He serves on the Board of Directors of Bethel Woods Center for the Arts. Gerson is a graduate of Hobart and William Smith colleges and holds a Bachelor of Science degree in economics. He resides in Harrison, New York.

Russell E. Glickstern is the founder and principal of Westchester Financial Planning. Over the course of more than 33 years he has helped generations of his clients pursue their financial goals. He services $96 million in assets for 157 clients with LPL Financial. His approach to investing is disciplined and conservative with a focus on asset allocation. His investment strategies are designed with the goal to minimize risk while helping clients discover opportunities in any market condition. He understands that each client is unique and customizes an approach for each and every client. Before founding Westchester Financial Planning, Glickstern honed his skills in banking and insurance at NatWest Bank and Mutual Benefit Life. He earned a Bachelor of Science degree from St. John’s University. He and his wife, Susan, have lived in Westchester for 24 years with their two children. Glickstern is active in numerous industry community organizations, including membership in the American Israel Public Affairs Committee, the Financial Planning Association (FPA) and as a designee for the Certified Financial Planner Board of Standards Inc. He has been recognized six times as a Five Star Wealth Manager by Westchester magazine.

Donna Goldman’s professional experience as well as her volunteer activities assist her in guiding her clients, especially female clients, in organizing their finances and striving to build a more secure future for themselves and their families. By combining objective advice and years of experience, she helps her clients approach their day-to-day investment concerns as well as financial strategies for life transitions. She and her husband, Howard Hirsch, also an executive director-investments at Oppenheimer, built successful careers at the firms of Prudential Securities and Smith Barney before they moved to the boutique firm of Oppenheimer in spring 2009. Since 1983, Goldman has focused on fixed income, retirement and estate planning strategies, professional managed money consulting and philanthropic services. She has been a frequent speaker at money management seminars where her skills as well as her participation in these seminars have resulted in past quotes in publications such as The New York Times, Working Woman, The New York Daily News, The Westchester County Business Journal and The Lewisboro Ledger. Goldman graduated from Binghamton University (State University of New York at Binghamton) with a Bachelor of Arts degree in psychology and a Certificate in Human Services. Subsequently, she earned her Certified Financial Planner designation by the Certified Financial Board of Standards Inc. from Adelphi University. Due to her passion for philanthropic activities and sports, Goldman enjoys working with organizations like the Greyston Foundation, the Westchester Fund for Women & Girls within the Westchester Community Foundation, Hope’s Door (formerly, the Northern Westchester Shelter) and the GO-RED Women’s Campaign for Heart Health. When time allows, she is also a member of the Association of Development Officers (ADO) and Women in Sports & Entertainment (WISE). In 2010, 2011, 2012 and 2013, Westchester magazine selected Howard and Donna Goldman as Five-Star Wealth managers chosen for “Best in Client Satisfaction Overall.” Goldman, her husband, and their son and daughter reside in Somers, New York

STEVEN M. GRILL

BILL GROUS

THOMAS G. HUVANE

Alex.Brown, A division of Raymond James New York, New York

UBS Financial Services New York, New York

Managing Director, Client Advisor

Alex. Brown, a division of Raymond James New York, New York

Steven M. Grill, a managing director and client advisor at Alex. Brown, a division of Raymond James, focuses on asset management. Before joining the firm, Grill served as managing director and client advisor at Deutsche Bank and senior vice president at Morgan Stanley. Before that he was the managing partner of SCM Capital Advisors LLC, where he consulted with family offices on investment strategies. He also served as the CEO and president of Brascan Strategic Asset Management, a subsidiary of New York-based Brookfield Asset Management Inc., which specializes in investment advisory services. Grill also served as chief investment officer of Imagine Group Holdings Limited, an insurance subsidiary of Brookfield. Prior to his tenure at Brookfield Asset Management, Grill was a senior vice president at Merrill Lynch, where he worked for 19 years. He started with the Strategic Solutions Group in 1984 and completed his time at the firm as a senior member of the Institutional Advisory Division. Grill holds a Bachelor of Arts degree in mathematics and biology from Boston University and earned his Master of Science degree in statistics and operations research from New York University. He has served as an adjunct professor of statistics at the New York University Stern School of Business and has been ranked by Barron’s as one of New York’s Top 1,200 Advisors* from 2013-2017, and Top 100 in the U.S.* in 2016-2018. Grill was also ranked a Financial Times Top 400 Financial Advisor in 2017. He currently resides in Long Beach, New York, with his wife of 30 years, Alisa. He has three children: Sam, Charlie and Max.

2018 TOP WEALTH ADVISORS

Managing Director Client Advisor

Bill Grous is managing director and client advisor at Alex. Brown, a division of Raymond James. He offers his clients a full array of capital markets solutions to help address their complex needs. With more than 30-years’ experience, Grous’ institutional and high-net-worth clients depend on him for structured finance solutions, professional asset management, cash management, equity and fixed income trading and private equity investments. He has been ranked by Barron’s as one of the Top 100 Financial Advisors in the USA in 2016-2018*, as well as New York’s Top 100 Advisors from 20132017*, a Financial Times Top 400 Advisor in 2017*, and a Forbes Best in State Wealth Advisor in 2018. Grous has held a variety of sales and management roles at Deutsche Bank, Morgan Stanley and Merrill Lynch. Throughout his career, he has shared his financial knowledge and industry insight via lectures with investors, including at the Wharton School of the University of Pennsylvania. A graduate of Embry Riddle Aeronautical University earning a Bachelor of Arts degree in applied mathematics for aeronautics, Grous earned his MBA at St. John’s University. He currently holds his Series 3, Series 4, Series 5, Series 7, Series 8, Series 15, Series 53, Series 63 and Series 65 securities licenses as well as a life, accident and health insurance designation. Active within the Greek Orthodox community, Grous proudly holds the title of Archon of his Greek Orthodox Church. Originally from New York City, he currently resides in Greenwich, Connecticut, with his wife, Rhea, and their children, Nicholas and Chloe.

Senior Vice President-Wealth Management Wealth Advisor

Tom G. Huvane has been a financial advisor to his clients for nearly 30 years by understanding their needs and goals and offering advice in complex, uncertain times. He is one of a select group of UBS financial advisors who have earned the “Wealth Advisor” designation and he has achieved President’s Club status, which ranks him among the top advisors in the firm. In 2013, Irish America magazine named Huvane to its “Wall Street Top 50.” Born and raised in Bronx, New York, he earned a Bachelor of Arts degree in economics and history from Fordham University and is a graduate of the Financial Planning Program at Pace University. Huvane is a member of numerous groups at UBS, including the UBS Veterans Network and All Bar None, which promotes the professional advancement of women at the firm. He has long been a mentor and resource for other financial advisors at the firm and is a frequently requested speaker on financial planning at several UBS events. In 2017, the firm honored Huvane with the UBS Aspire Award, singling out his dedication to living the principles of integrity, collaboration and challenge both in the office and in his community. Outside of UBS, Huvane is the co-founder and past co-chairman of the Eastchester Saint Patrick’s Day Parade. He is a member of the Women’s Enterprise Development Center (WEDC), the premier hub for women entrepreneurs in Westchester County, and he is a member of the American Corporate Partners (ACP) Mentoring Program, which helps returning military veterans transition from the armed forces to civilian life. He is the Founder of the Huvane’s 198th Scholarship Fund, which provides financial aid and mentorship to firstgeneration high school students in the Bronx. Huvane is an active supporter of the Irish Arts Center in Manhattan and the New York Irish Center in Queens. He lives in Westchester with his wife, Bernadette, a nurse practitioner, son, Thomas, and daughter, Jacqueline.

JULY 9, 2018

JAMES A. IANNAZZO

Wealth Management Advisor Managing Director

The Iannazzo Group Merrill Lynch, Stamford, Connecticut

VINCENT IANNUCCI JR.

First Vice President – Investment Officer Wells Fargo Advisors White Plains, New York

TERESA A. JACOBSEN

Managing Director–Wealth Management Private Wealth Advisor UBS FINANCIAL SERVICES INC Stamford, Connecticut

Jim Iannazzo started his career with Merrill Lynch in 1995 after graduating from the University of Connecticut with a Bachelor of Science degree in finance. A Certified Financial Planner®, a designation awarded by the Certified Financial Planner Board of Standards Inc., Iannazzo received the Merrill Lynch Wealth Management Advisor designation after successfully completing the Wealth Management Advisor Program and in recognition of his focus on million-dollar-plus relationships. In 2011, Iannazzo was awarded the Sun America Platinum Advisor award by Sun America and in 2012, he was honored by Connecticut magazine with the Connecticut Select Wealth Mangers award for providing quality service to clients. In 2015, 2016, 2017 and 2018, he was listed as a Top 1,200 Financial Advisor in the United States by Barron’s and as one of the Top 36 Financial Advisors in the state of Connecticut. Iannazzo was also listed on Forbes’ “America’s Top 500 Wealth Advisors” for 2018. He holds Series 7 and 66 licenses and is also a registered insurance agent. A relationship manager for ultra-high-net-worth families, corporate clients and nonprofit organizations, Iannazzo is a member of his firm’s investment committee specializing in asset-manager selection, portfolio development, liability management and portfolio reviews. An active member of the American Heart Association, Wakeman Boys and Girls Club, Fairfield American Little League and the Charles E. Merrill Recognition Club, Iannazzo lives with his wife and three children in Southport, Connecticut.

Vincent Iannucci has, for 17 years, helped clients reach their financial and retirement goals. In particular, he says, “I work with families and I have dedicated my career to delivering the personalized investment planning services that my clients deserve. As a financial advisor with Wells Fargo Advisors I can offer a wide range of wealth-management services, from helping clients select individual investments to developing a retirement plan. With access to a broad array of company resources, including research analysts and economic and market experts I can help my clients make informed investment decisions based on their specific needs.” Iannucci earned his undergraduate degree at SUNY Albany and an MBA from Manhattan College. As an undergraduate, he was named to the dean’s list and the president’s list for his academic performance. He graduated No. 1 in his class for his MBA and was inducted into Delta Mu Delta the National Honor Society for MBA students. Iannucci holds Series 7 and 63 registrations and has recently achieved the title of first vice president - investment officer at Wells Fargo Advisors. Iannucci was named a 2017 Five Star Wealth Manager for the sixth year in a row. He was Five Star Wealth Manager winner in 2012, 2013, 2014, 2015, 2016 and 2017. On Iannucci lives with his wife and three daughters in Thornwood, New York.

Teresa A. Jacobsen is a UBS private wealth advisor committed to the practice of wealth management in its truest form — a process defined by a deep and critical assessment of how all areas of your financial world intersect and impact one another. The advantage of working with private wealth management is the ability to focus the global expertise of UBS exclusively on clients. Working with a select number of highnet-worth individuals and families, Jacobsen is well-versed in current, sophisticated wealth management strategies. She also works with an elite group of highly trained consultants and specialists — locally and globally. Jacobsen and her colleagues are dedicated to developing asset allocation strategies, estate and retirement planning strategies designed to meet the complex needs of investors with significant wealth. She values each unique client relationship and consistently delivers a highly personalized approach. Jacobsen joined UBS in 1999. She is a chartered retirement plan specialistSM and has more than 25 years of experience in the financial services industry. Whether she is working with individuals and families of significant means, nonprofit organizations and/or corporate clients, Jacobsen commits to each client her “best thinking.” She listens intently to determine where each client is.

ALLAN JAY

MARCIA S. KAPLAN

CHRISTOPHER KIM

Ameriprise Financial Services, Inc. Hartsdale, New York

Barnum Financial Group Elmsford, New York

Senior Vice President Financial Advisor Morgan Stanley Stamford, Connecticut

Allan Jay lined up a job with the regional brokerage firm Janney Montgomery Scott during his senior year at Bucknell in 1976. In 1980, he joined the Stamford branch of E.F. Hutton because it had a new product called “fee-only managed money.” Jay has had the same phone number ever since but has changed the company name 12 times due to mergers. In 1984, he obtained his Certified Financial Planning designation and then obtained a Master of Science degree in financial planning. Over the years Jay has been recognized as one of the top advisors nationally and in the state by R.J. Shook, Barron’s and most recently Forbes magazine. His team consists of three other advisors: Tack Simmons and Paul and Ginny Greatsinger) and two administrators Helaine DeVore and Jackie Wood. Most recently, his son, Brian, has become a part of the team. Outside of work, Jay has been very involved with charitable organizations. Since 1997, he’s been treasurer of the Greenwich Scholarship Association, which grants more than $500,000 per year in needs-based scholarships and was on the investment board of the Fairfield County Community Foundation for 16 years. Since 2000, he has been treasurer of the Greenwich Old Timers Athletic Association, which supports local youth sports and grants scholarships to student athletes.

Financial Advisor

Marcia S. Kaplan has been a financial advisor with Ameriprise Financial Services for the past 24 years. She strives to be an effective guide, motivator and to work with her clients in developing and following a financial plan designed to help them feel more confident about their financial future. Her goal, founded on her experience, creativity and integrity, is to give clients more peace of mind by meeting their financial concerns in a personalized and proactive manner. Kaplan wishes to give her clients the peace of mind so that they can focus more of their time and energy on enjoying their lives for themselves and their family. Kaplan’s areas of focus include Investments, retirement planning, insurance and estate planning. She is currently a board member at the Financial Planning Association of Greater Hudson Valley as well as a member of the Estate Planning Council of Westchester, the CFA Institute, the New York Society of Security Analysts and the Fixed Income Analysts Society.

Financial Advisor

Christopher Kim graduated from Baruch College - Zicklin School of Business with a degree in finance and investments. Throughout his college education, he developed a great appreciation for the fundamental, technical and dynamic nature of the global financial markets, which led him to his career in asset and risk management to provide financial planning services for his clients. As Kim’s 10th anniversary passes, his greatest career accomplishment is having the opportunity to help simplify some of the most complex financial topics for his clients and assisting them in reaching their financial goals and addressing concerns. Kim is a member of the New York Society of Security Analysts and most recently began the CFP (Certified Financial Planner) curriculum. He and his wife reside in Manhattan and enjoy traveling the world, playing golf and skiing.

“At a certain point, money is meaningless. It ceases to be the goal. The game is what counts.” — Aristotle Onassis

2018 TOP WEALTH ADVISORS

JULY 9, 2018

STEVE KLIMASZEWSKI

GERRY KLINGMAN

PETER E. LANG

J Matrik Wealth Management Elmsford, New York

Klingman & Associates, LLC New York, New York

HighTower Westchester Harrison, New York

Principal

Founder and President

Managing Director, Partner

Peter E. Lang started his career in the financial industry in 1991, working for Morgan Stanley Smith Barney. Today, he is a managing director and partner at HighTower Westchester. He has been with HighTower since 2010, focusing on high-net-worth individuals and nonprofit organizations, and has developed broad experience in the area of estate planning, which is one of his important roles. Lang is an accredited investment fiduciary, an outside course of study from the Center for Fiduciary Studies. The center operates in association with the University of Pittsburgh, Joseph S. Katz Graduate School of Business. Lang received his Bachelor of Arts Degree from Clark University in Worcester, Massachusetts, in 1989. Lang has served on numerous nonprofit boards and currently serves as the treasurer of the Rockland Development Council, a collaboration of charities and professionals, which promotes planned charitable giving. Lang is a member of the Board of Directors of the Ballymena Fund and CSCC, both of which are in the financial sector. He also serves on the Board of Directors of Ozuke, which is in the food industry.

Steve Klimaszewski, a financial advisior, works with people who want to manage their money in a way that will help them live comfortably now and when they retire. He believes in building relationships and creates a financial plan by listening to his client’s short- and long-term personal and/ or business objectives and risk comfort level. His goal is to help clients achieve peace of mind, regardless of economic and financial conditions, by taking an educational approach to income distribution planning. With more than 20 years in financial services, Klimaszewski has the tools to help individuals and businesses develop and implement financial plans that can result in increased safety, income and growth. He can help individuals planning to retire reduce estate and income taxes (where applicable), provide strategies for college education funding and help ensure that loved ones are protected. He can help businesses implement pension plans, including 401(K), group benefits and deferred compensation plans for executives and owners as well as disability and life insurance buyouts. Klimaszewski attended the University of Colorado and is a Certified Financial Planner® graduate from the College of Financial Planning, Denver, Colorado, and a Certified Funds Specialist graduate from the Institute of Business and Finance, LaJolla, California. He is also a published journalist and a contributor to the Beardstown Ladies’ “Stitch in Time Guide to Growing Your Nest Egg.” In addition, he teaches retirement planning for Lakeland Schools Continuing Education. When he’s not helping clients, Klimaszewski enjoys spending time with his wife and three grown children. He is an accomplished runner, having completed six marathons; an avid reader and gardener; and a novice guitar player.

Gerry Klingman is a registered investment advisor based in New York City with more than $1.8 billion in client assets. Widely recognized as a leader in the field of financial planning and investment management, for the past 30 years, Klingman has provided financial planning and investment advisory services to corporate executives, entrepreneurs, professional athletes and other high-net-worth individuals and their families. He has consistently been included on lists of the industry’s top advisors. He received the 2016 Invest in Others Lifetime Achievement Award for his more than 20 years of service to Best Buddies International. Klingman received a vachelor’s degree in economics from Princeton University and earned his CFP® from the College of Financial Planning, and his CLU® and ChFC® designations from the American College, as well as a CFS® designation from the Institute of Business & Finance.

LAWRENCE LIEBERS

SARAH MAN

BARRY P. MITCHELL JR.

Merrill Lynch New York, New York

The Voyage Group at Morgan Stanley Westport, Connecticut

Mitchell WealthCare, UBS Financial Services, Inc. White Plains, New York

Managing Director Wealth Management Advisor

Lawrence Liebers has more than 35 years of experience in the financial services industry, spending the last 34 years at Merrill Lynch. He and his team have a concentration in debt securities and they manage fixed-income financing and complex hedging strategies for his sophisticated clientele. As of January 2018, clients have entrusted Liebers and his team with more than $2 billion in assets. Liebers is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis. Encouraging clients to remove emotion from financial decisions, Liebers takes a straightforward, disciplined approach recognizing that while clients are at different stages of their financial lives, they often lack the time to sufficiently manage their money, grow it and preserve it. Supported by the extensive resources of Merrill Lynch and local specialists, Liebers is happy to bring their knowledge and experience to the table – giving clients the specific insights and abilities of professionals in liquidity management, trust and estate-planning services and other areas. He earned a Bachelor of Science degree in accounting from Brooklyn College and began his career working with the legendary Arnold Bernhardt at The Value Line Investment Survey. Then he spent two years as a municipal finance specialist at a regional firm before joining Merrill lynch in 1984. For the past eight years he has been honored as one of Barron’s Top 100 Financial Advisors in New York* and Barron’s Top 1200 Financial Advisors in America**. For four of the past five years, Liebers was named to The Financial Times Top 400 Financial Advisors. In 2018, he was named to the Forbes “Best-in-State Wealth Advisors” list.

2018 TOP WEALTH ADVISORS

"Strive not to be a success but rather to be of value." — Albert Einstein

First Vice President, Portfolio Management Director, Financial Advisor

Sarah Man is a certified financial planner and wealth advisor for highachieving women and families, who want to build, protect and transfer their wealth. Her approach focuses on identifying what clients want to accomplish with their affluence, developing a customized roadmap for their financial success, managing their investments and helping to ensure they leave the legacy they desire. She has helped clients retire early and live the life they envisioned. Man earned her Bachelor of Arts degree in economics, from the University of California, Berkeley and was awarded a Juris Doctor degree from Hastings College of Law in San Francisco. Her legal background in patent law, intellectual property rights, family law, real estate, banking and insurance, offers insights to protect clients’ interests. She has been recognized four times as a Five Star Wealth Manager by Connecticut and Westchester magazines. Man was also named Top Wealth Adviser Mom in 2017 by Working Mother magazine and was featured in the Connecticut Post newspaper. She has four children, but finds time to enjoy golf, tennis and entertaining at home. She is fluent in both Cantonese and Mandarin.

Managing Director – Wealth Management, Senior Portfolio Manager, PMP, Retirement Plan Consultant

Barry P. Mitchell Jr. has a financial services career spanning more than 30 years and is eminently qualified in his role as trusted advisor helping clients navigate every type of market environment. He takes great pride in his ability to add value to clients by maintaining a high standard of support, collaboration and knowledge for those that rely on his counsel. Mitchell’s experience helping successful families, individuals, medical professionals and corporate executives has deepened his expertise across various areas of wealth management and enabled him to deliver customized solutions for each client’s unique financial situation. A 1983 graduate of Iona Prep in New Rochelle and a 1987 graduate from Boston College with a Bachelor of Science degree in finance and marketing, Mitchell holds Series 7, 63 and 65 securities licenses, as well as a life insurance accreditation. As part of his belief in the value of advanced training and education to help clients improve their financial fitness, he has earned multiple industry certifications, including Chartered Retirement Planning CounselorSM (CRPC®), Chartered Retirement Plans SpecialistSM (CRPS®), Chartered Advisor of Philanthropy (CAP®) and Retirement Plan Consultant. Mitchell was ranked by Forbes magazine as the No. 17 Wealth Advisor in New York state in 2018. He has also been selected as a member of the UBS Financial Advisor Advisory Council, which was formed in 2009 as a close partnership between the UBS home office and the firm’s top advisors. He is a senior portfolio manager in the UBS Portfolio Management Program, currently managing more than $500 million of assets and liabilities for UBS clients, offering advice on both sides of the balance sheet. In addition to his professional accomplishments, Mitchell is a member of the Boston College Wall Street Council, an active member of the Boston College Alumni Association, Iona Prep Fathers Council and Iona Prep Alumni Association. He lives in Rye, New York, with his wife, Lis, and their three children, Barry III, Margaret and John.

JULY 9, 2018

MICHAEL MOSKOWITZ

TRAVIS J. O’BRIEN

The WM Group, Merrill Lynch Greenwich, Connecticut

Merrill Lynch New York, New York

Senior Vice President Investments Financial Advisor

JULIA A. PELOSO-BARNES

Senior Vice President Global Wealth and Investment Management

First Vice President Portfolio Management Director, Wealth Advisor

Michael Moskowitz has more than 30 years of experience as a financial advisor. He started his career at Prudential Bache Securities in 1986 and worked at Smith Barney from 1992 to 2010. While at Smith Barney, Moskowitz was recognized for excellence among financial advisors and was a member of the firm’s prestigious Chairman’s Council. In September 2010, he and his group joined Merrill Lynch. At Merrill Lynch, his practice encompasses financial planning and investment management for families, fund managers, corporations, trusts and endowments. He holds the Certified Financial Planner (CFP®) certification, awarded by the Certified Financial Planner Board of Standards Inc. Moskowitz is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. Moskowitz focuses on educating his clients so they fully understand their investments and uses his problem-solving experience to help them interpret the complexity of their financial lives. Named to Forbes “Best-in-State Wealth Advisors” list in 2018, Moskowitz received his bachelor’s degree in business administration from American University, with a concentration in finance in 1986. He lives in Stamford, Connecticut, with his wife, Leslie, and their children, Roni and Russell.

Travis J. O’Brien joined Merrill Lynch in 1993 and was one of the original members of The 712 Investment Group. The team of 14 is a boutiquestyle banking and investment group that services the complex needs of a select group of high-net-worth families. The team creates customized investment strategies to help preserve and grow clients’ wealth over their lifetime and through future generations. O’Brien is a graduate of the University of Vermont with a bachelor’s degree in finance. He and his wife live in Bedford, New York, with their three children.

Julia A. Peloso-Barnes founded The Peloso-Barnes Group at Morgan Stanley in order to provide competence, comfort and continuity for clients. She has appeared at the Barron’s Top Advisory Teams Summit, and her team has been profiled in Bloomberg Businessweek, Fortune and Money magazines. She also has been recognized, many times, as a Five Star Wealth Advisor.* A passion for making a difference in her clients’ lives, Peloso-Barnes harnesses her knowledge and experience to help transform their financial dreams into realities. She and her team take the time to get to know their clients’ hopes and dreams as well as what keeps them up at night. She listens deeply, trying never to underestimate the effect of emotional needs on behavior and focusing on the components of her clients’ financial life that can have the most positive impact on outcomes. As a financial planner and portfolio manager, Peloso-Barnes accepted the higher standards of a fiduciary many years ago. She received her MBA at New York University and has earned and maintains multiple professional accreditations, including Certified FinancialPlanner ® and Certified Portfolio Manager®, and taught in the Certified FinancialPlanner ® program at Pace University for 10 years. As a Westchester County native, Peloso and her wife are pleased to own the house in which she grew up. They are avid New York Liberty fans never missing a home game.

MICHAEL F. POPPO

ROBERT J. ROSENBERG

JOHN C. ROSS

The Poppo Group UBS Financial Services, Inc. New York, New York

The Rosenberg Bagtas Group, Morgan Stanley Wealth Management, Purchase, New York

Strategies for Wealth Rye Brook, New York

Managing Director, Senior Portfolio Manager

Michael F. Poppo has had a long, successful and distinguished career in the wealth management field. He has spent his entire career at UBS and its predecessor firms — a total of 32 years. Poppo focuses on advising ultra-high-net-worth individuals, qualified retirement plans, foundations, endowments and corporations. Poppo has been a Chairman’s Circle Club Financial Advisor for the past 22 years and is an inaugural member of the Pinnacle Council, which consists of the top advisors of the firm, an exclusive group of only 30. He was a member of the 2010 – 2012 UBS Renewal Team Advisory Council and a member of the UBS Institutional Consulting Group. He is former co-chairman of the Financial Advisor Advisory Council (FAAC) and former chair of UBS Financial Services FA Banking subcommittee. Poppo is one of only four advisors who have been selected as members of the UBS 401(k) Investment Committee and UBS Pension Investment Committee. Poppo was named to the America’s Top Wealth Advisors list as recognized by Forbes for 2018 (Top 40), 2017 (Top 40) and 2016 (Top 50). He was recently (2018) named to the Best-inState Wealth Advisors list as recognized by Forbes. He has also been recognized as one of the Top 100 Advisors in New York for the past 10 years (2009 –2018) by Barron’s and as one of the Top 400 Financial Advisors in 2018, 2016, 2015 by the Financial Times. Poppo earned his Certified Investment Management Analyst® (CIMA®) designation from The Wharton School, University of Pennsylvania, has done extensive graduate work at the NYU Stern School of Business in international finance and is a graduate of the University of Albany with a Bachelor of Science degree in business administration. He currently is a member of the University of Albany School of Business Dean’s Advisory Board. A senior portfolio manager within the UBS Portfolio Management Program, Poppo’s FINRA professional licenses include the Series 3, 7, 63 and 65 securities licenses and life insurance licenses. He and his wife, Margaret, live in Armonk, New York, and are the parents of three children: Nicole, Michael Jr. and Jonathan.

2018 TOP WEALTH ADVISORS

Senior Vice President - Wealth Management Senior Portfolio Manager

Robert J. Rosenberg earned a master’s degree in business administration with a major in finance from Fordham University. With more than 23 years of experience in the financial services industry, Rosenberg is a seasoned professional who is competent to assist clients in all their financial concerns. Extremely focused on meeting the needs of his clients, Rosenberg endeavors to treat everyone he works with as he would a member of his own family. By utilizing his education and experience in financial matters, he strives to help his clients achieve their personal goals and dreams. He works diligently to make his clients feel comfortable relying on him for all their financial issues. In his spare time he enjoys tennis, other sports, exercise, movies, travel, meeting new people and furthering his knowledge on a variety of subjects. Married, Rosenberg has two daughters who have graduated college and are pursuing successful careers.

The Peloso-Barnes Group at Morgan Stanley Purchase, New York

Financial Planning Specialist, Insurance Professional

John Ross has 26 years of experience and believes all successful investing starts with a purpose, is rooted in a plan and follows a process. This process focuses on what is in one’s control, most importantly, behavior. Ross’ mission is to ensure his clients achieve their greatest wealth potential. As a financial advisor, Ross’ planning process examines every area of a client’s financial picture, integrating each facet into a comprehensive strategy unique to the client. Working together, he believes, brings efficiency to financial decisions. He aims to reduce risk, reduce costs and capture more money for his clients so that they will have more – more wealth and more protection against the threats to their wealth. But it doesn’t stop there. He checks and rechecks clients’ progress and performance at every turn and is continuously innovating, researching and investing in incremental improvements and strategies so that they will always be at the forefront of current financial design. His products and services include personal financial, family business and insurance planning; investment management; retirement income, wealth preservation and college education strategies; life, health, long-term care and disability insurance; group benefit plans; and estate and business succession planning.

“How many millionaires do you know who have become wealthy by investing in a savings account? I rest my case.” — Robert Gallen

JULY 9, 2018

LISA M. ROSSI

President and CEO

Stratos Wealth Advisory Group Purchase, New York

EMILY RUBIN

FRANK J. SABIA

Kramer Financial Group, UBS Financial Services, Inc. New York, New York

The Sabia-Bickler Wealth Management Group UBS Financial Service, Inc. White Plains, New York

Senior Vice President – Wealth Management, Senior Partner

Managing Director-Wealth Management

Lisa M. Rossi is keenly aware of the needs of small-business owners, corporate executives and retirees and has positioned herself as a trusted professional that can help them address issues that are critical for their long-term success. She is frequently quoted in industry and business journals and has earned numerous industry awards. Rossi feels blessed to be involved in a career, which is both rewarding and challenging every day, allowing her the ability to help her clients pursue a life they love and dreamed of, while saving them the two most valuable resources as they see it – time and money. She currently lives in northern Westchester with her husband and business partner, Peter, has two children, Nicholas and Julia, and loves to travel, play golf, meditate and spend time with her family. For 25 years, Rossi has empowered clients by helping them make smart choices about money so they may pursue their goals and keep fulfilling their dreams. Given her entrepreneurial spirit, she founded her independent firm, Stratos Wealth Advisory Group, because she is passionate about helping clients and focusing on personal service. Armed with her CFP® designation since 2004, Rossi plays a big hands-on role in her clients’ lives and brings a broad comprehensive perspective on wealth management guidance.

Emily Rubin, a senior partner in the Kramer Financial Group at UBS, manages more than $1 billion. Her highly focused and detailed-oriented approach to wealth management enables her to gain a deep understanding of her clients’ personal, professional and family needs. Her dedication and personal touch help her build strong relationships with the different generations of each family to bring continuity to their long-term objectives. Distinguishing herself as an industry leader, Rubin has been named a top advisor by both Barron’s and Forbes magazines. Prior to UBS, which she joined in 2002, Rubin worked as a management consultant at McKinsey & Co. Always striving to increase her knowledge base and enhance her value to clients, she has earned her Certified Financial Planner™ (CFP®), Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) designations. She has an MBA from the Dartmouth College Amos Tuck School of Business and a bachelor’s degree from The University of Pennsylvania Wharton School of Business. Rubin lives in Rye Brook, New York, with her husband and two children. She is an active member of her community and enjoys a good round of golf.

Frank J. Sabia is passionate about helping clients reduce the financial stress in their lives. With more than 37 years in the financial services, he has the experience to guide clients forward. As a seasoned professional with experience in all facets of wealth management, he serves the needs of corporate executives, business owners and high-net-worth investors. In working with his clients, Sabia embraces a planning-based approach and focuses on the four pillars of wealth management: lifestyle management, risk management, liability management and asset management. He began his career as a UBS financial advisor in 1982 and has been guiding clients toward the achievement of their financial goals ever since. As an industry leader, Sabia was named to the Forbes Best-in-State Wealth Advisors list in 2018, Barron’s Top 1,200 Financial Advisors list from 2014 to 2018, Financial Times Top 400 Financial Advisors list from 2012 to 2014 and the Top 100 Wirehouse Advisors list by Registered Rep. in 2012 to 2014 and 2016. He is also a member of the UBS Equity Plan Advisory Services Financial Advisor team and The National Association of Stock Plan Professionals. Sabia earned his Bachelor of Arts degree in business administration from Pace University. He holds Series 3, 7, 8, 63 and 65 securities licenses, as well as state life and health insurance licenses. Outside the office he believes in giving back to his community, with a special commitment to the Feeding Westchester organization. A lifetime resident of Westchester County, Sabia and his wife, Beth, have two daughters, Kaila and Ali. In his free time, he enjoys fishing, golf, woodworking and winemaking.

STEFANO “STEF” SAFAEI

ALAN J. SCHANTZ

HIRAL SHAH

SkyArch Capital Group, an Independent Advisory Branch of Wedbush Securities Purchase, New York

Schantz Wealth Services Elmsford, New York

J.P.Morgan Chase Bank Mount Kisco, New York

Managing Director of Investments

Stefano Safaei has more than 16 years of experience in the financial services industry, working with a variety of clients, such as families, small midsize business owners, corporations, high-net-worth individuals and nonprofit organizations, including one of the oldest children’s charities in the United States. Safaei believes that every relationship starts with a conversation, which he begins by asking the right questions to gain a comprehensive understanding of the client’s goals. He analyzes each client’s financial profile, lifestyle objectives and attitude toward risk, and then develops a suitable and custom wealth management plan. He offers strategic and tactical asset allocation and provides a range of world-class investment solutions, including cash, fixed income, equities and alternative investments. Safaei was recognized as one of The Business Council of Westchester’s “Rising Stars 40 under 40” in 2012. He went on to receive Westchester magazine’s Five-Star Wealth Manager Award in 2013 and then again in 2015. Safaei attended Manhattanville College where he focused on finance. He then attended a New York Citybased Equity Trading Academy, which lead him to develop a Proprietary Trading System designed to identify changes in primary trends and directional momentum. He also attended an Executive Education program at the Yale School of Management-Equity Investments & Risk Management, and holds Series 3, 7, 9, 10, 63 and 66 securities licenses.

2018 TOP WEALTH ADVISORS

President and Founder

Senior Vice President-Investments

Alan J. Schantz has 25 years of experience assisting his clients’ navigation through the challenges of changing economic times. His expertise and independence provide his clients access to select from a wide range of financial products that are well matched with their personal objectives. Schantz believes it is important to spend time establishing an advisorclient relationship that is built upon a foundation of trust and integrity. He understands that clients have their own set of circumstances that need to be discussed in an honest and open atmosphere before any financial decisions are made. His plans for many of his socially responsible and environmentally conscious clients include investing wisely noting their values in order to help create a sustainable world of peace and compassion. Schantz and his wife, Jill, live in northern Westchester with their two sons, Hudson and Jadon. In his spare time Schantz enjoys spending time outdoors enjoying nature with his family. He is a competitive tennis player and is proud of completing two marathons while raising money for the Leukemia and Lymphoma Society. Securities offered through Kestra Investment Services LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services LLC (Kestra AS), and affiliate of Kestra IS. Westchester Financial Advisors is not affiliated with Kestra IS and Kestra AS.

Hiral R. Shah, senior vice president, serves as Westchester County’s No. 1 ranked financial advisor for J.P. Morgan Chase Private Client. Possessing 16 years of experience in wealth management, he has cultivated his practice based on his depth of knowledge in finance coupled with strong core values of integrity, trustworthiness and respect for his clients. Armed with skilled decision making and a repertoire of investment strategies, Shah provides his clients with financial security regardless of market volatility. He prides himself on using a team approach to build strong relationships with his clients, striving to understand their dreams, aspirations, tolerance thresholds and financial goals. For the past eight years, Shah has received the annual Platinum Award for Outstanding Client Service. Senior management in his firm has selected Shah to attend the J.P. Morgan Chase National Achiever’s Conference for the past five years, based on his strong leadership qualities and revenue generated. He was one of three advisors selected to serve on the J.P. Morgan Chase Private Client Panel for the past five years and has spoken on such topics regarding best practices in compliance, investment strategies and team leadership. Shah’s success is recognized within his company as he currently ranks within the top five advisors nationally. He holds a Bachelor of Science degree in computer engineering with minors in mathematics and business administration and is a Certified Financial Planner (C.F.P). He and his wife, Vidya, were married in 2009 and they reside in Purchase, New York, with their rescue beagle, Seven Shah.

JULY 9, 2018

STEVE SHERMAN

Vice President Financial Advisor/Portfolio Manager Morgan Stanley Westport, Connecticut

THOMAS E. SHERMAN

DAVID J. STARKER

Strategies for Wealth Rye Brook, New York

The Starker Delehanty Group J.P. Morgan Securities New York, New York

Wealth Manager

Steve Sherman has more than 30 years’ experience in the financial industry fostering long-standing relationships with his clients, many of whom he has worked with for more than 20 years. He employs a holistic approach with his financial planning team and has been able to manage portfolios as he seeks to help his clients navigate through the ever-changing financial climates. His clientele spans the world. Sherman believes that to achieve financial success, it is important to start with a comprehensive wealth strategy. He will help you define what is most important to you and then help you formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals. His areas of experience include tax planning strategies, investment advice, purchase and sale of securities, estate planning strategies, financial planning, insurance planning, as well as budgeting and retirement planning. Additionally, Sherman believes in regular communication with his clients, which include On the Market publications and Municipal Bond Monthly reports as well as annual client meetings. Sherman has been named a “Five Star Wealth Manager” in the tri-state area in 2013, 2014 and 2017 as well as in Connecticut in 2013, 2014, 2015 and 2016. An active member of the community, Sherman enjoys helping others on all fronts. He is a member of numerous civic organizations and provides financial support for his various community groups. He resides with his wife and children in Wilton, Connecticut.

Tom E. Sherman has been advising and providing concierge service to individuals and business owners for 15 years. His philosophy is to cocreate plans with clients to financially prepare for life’s events, to eliminate threats and capitalize on opportunities through the proper positioning, titling and amounts of accounts and products that one owns. This leads to greater wealth with less risk, resulting in greater confidence of financial decisions. Sherman’s work with business owners includes best practices for shareholder/buy-sell agreements, exit strategies to increase company value and to eliminate double taxation on the transfer. He handles executive and group benefits to attract, reward and retain employees. CPAs introduce Sherman to owners to reduce taxes in areas the CPA is not involved in. With the endless amount of information about investing, Sherman believes in a strategic, scientific approach to investing to eliminate guesswork and to keep fees and expenses minimized.

TOM VACHERON

WILLIAM D. WINTERS

Vacheron DiSabato & Associates Merrill Lynch, Fairfield, Connecticut

Tompkins Financial Advisors White Plains, New York

Founding Member, Managing Director, Wealth Management Advisor

Tom Vacheron, as the founding member of Vacheron DiSabato & Associates, leads a highly skilled and experienced team. With more than 35 years of experience in wealth management, he has been with Merrill Lynch his entire career and was manager of the firm’s branch office in Fairfield, Connecticut, for five years. He holds the Certified Investment Management Analyst® (CIMA®) designation, and has been recognized by Barron’s magazine on its “America’s Top 1,200 Financial Advisors: State-by-State” list every year from 2008 through 2018. Vacheron was also named in Forbes’ America’s Top Wealth Advisors list in 2016-2018, and placed by the Financial Times among its ranking of Top 400 Financial Advisors in the U.S. in 2013, 2014 and 2017. Vacheron received his bachelor’s degree in economics from the College of the Holy Cross. He serves on the board of First Tee of Connecticut, and as a member of the Wakeman Boys and Girls Club advisory board. Vacheron enjoys golf and is also the past president of the Patterson Club in Fairfield.

2018 TOP WEALTH ADVISORS

Managing Director and Financial Advisor

David Starker is in the wealth management division of J.P. Morgan and is a member of J.P. Morgan Securities’ Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios. Portfolio managers are subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy. An experienced investor, Starker’s process reflects his extensive knowledge of equities and fixed income and his proficiency with alternative assets. He customizes strategies to suit the needs, risk profile and personality of ultra-high-net-worth clients whose primary focus at this stage in their lives is to grow and preserve their wealth. Starker’s more than 30 years of experience is founded on his conservative, value-oriented approach to constructing and actively managing tailored portfolios that seek to deliver solid risk-adjusted returns with low volatility. He augments his services by leveraging J.P. Morgan’s industry-leading brand, intellectual capital and resources. Beginning his career in the Private Wealth Management Group at Drexel Burnham Lambert (DBL) in 1986, Starker was one of the youngest members of DBL’s President’s Council and achieved the Quantum Portfolio Manager designation. Later in his career, he joined Lehman Brothers as a senior vice president and portfolio manager. As a director at Credit-Suisse (2006-2014), Starker was a member of an elite group with an approved strategy of the firm’s discretionary managed portfolio platform. In 2018, David was recognized as a Forbes Best-In-State Wealth Advisor. Starker graduated from State University of New York at Albany with a Bachelor of Science degree in economics. He holds the General Securities Series 7, the Series 3 Commodities and Series 65 Investment Advisor Representatives licenses.

Senior Vice President and Managing Director-Hudson Valley

William D. Winters, a senior vice president and managing director for the Hudson Valley for Tompkins Financial Advisors, advises clients on customized financial strategies and builds new client relationships with individuals, families and foundations. Since 2001, Winters has focused on client needs and the communities the company serves, having held earlier positions as a vice president, senior relationship manager in private banking wealth management at several regional banks, where he managed assets for high-net-worth individuals, business owners and not-for-profit institutions, including investment portfolio construction, trust and estate administration and retirement plan solutions. Winters has contributed articles to the Westchester County Business Journal and is past president of the Westchester Estate Planning Council. He sits on the board of directors for the Putnam Estate Planning Council, volunteers with the Financial Planning Association and is a three-time recipient of Westchester magazine’s Five Star Wealth Manager award. He has also won the Most Generous Advisor award in Westchester and Fairfield County Business Journals’ 2017 CPA and Financial Advisors Awards program, in part, for his active support of nonprofit causes. Winters holds a bachelor’s degree in management/finance from Saint Francis University of Pennsylvania. He lives in Stony Point, New York, with his wife and family.

“When everything seems to be going against you, remember that the airplane takes off against the wind, not with it.” — Henry Ford

JULY 9, 2018

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Facts & Figures ATTACHMENTS-FILED K.A. Hersey & Sons LLC, Norwalk. Filed by John McNicholas, Ridgefield. $28,500 In favor of Interstate + Lakeland Lumber Corp. Property: 17 Davis Hill Road, Weston. Filed May 3.

BUILDING PERMITS COMMERCIAL Carpole Construction LLC, contractor for Carly Realty LLC. Perform interior alterations in an existing commercial space for a new tenant at 170 Selleck St., Stamford. Estimated cost: $65,000. Filed between June 4 and June 15.

Stamford Museum & Nature Center, Stamford, contractor for self. Add temporary tents to the property of an existing commercial space for a special event at 39 Scofieldtown Road, Stamford. Estimated cost: $500. Filed between June 4 and June 15. Wilton Historical Society, Wilton, contractor for self. Perform alterations in an existing commercial space at 150 Danbury Road, Wilton. Estimated cost: $6,000. Filed May 29.

RESIDENTIAL Affordable Roofing Inc., Brookfield, contractor for David H. Lowrie and Anne B. Lowrie. Perform minor interior renovations in an existing single-family residence at 32 Surrey Glen, Wilton. Estimated cost: $20,000. Filed May 31.

Forstone Management Associates LLC, contractor for Nine West Broad Property LLC. Perform interior alterations in an existing commercial space for a new tenant at 9 W. Broad St., Stamford. Estimated cost: $600,000. Filed between June 4 and June 15.

Aiello Roofing Co., New Milford, contractor for Patrick J. Russo and Bertolomeo. Perform minor interior renovations in an existing single-family residence at 84 Old Highway, Wilton. Estimated cost: $13,325. Filed June 6.

Green Up LLC, Stamford, contractor for the town of Wilton. Perform alterations in an existing commercial space at 180 School Road, Wilton. Estimated cost: $50,000. Filed June 6.

Alvarez, David O., Norwalk, contractor for self. Install an in-ground swimming pool on the property of an existing single-family residence at 8 Ambler Drive, Norwalk. Estimated cost: $4,000. Filed June 7.

Print Promowear LLC, Stamford, contractor for self. Install two signs on the exterior of an existing commercial space at 483 W. Main St., Stamford. Estimated cost: $2,000. Filed between June 4 and June 15.

Amado’s Home Improvement LLC, Stamford, contractor for Douglas B. Boothroyd. Remodel the kitchen, master bathroom, and sliding door in an existing single-family residence at 320 Mountain Laurel, Fairfield. Estimated cost: $44,000. Filed June 1.

RMS Construction LLC, contractor for RMS Colonial Road LLC. Construct a three-bedroom condominium building at 159 Colonial Road, Stamford. Estimated cost: $513,000. Filed between June 4 and June 15.

Items appearing in the Fairfield County Business Journal’s On The Record section are compiled from various sources, including public records made available to the media by federal, state and municipal agencies and the court system. While every effort is made to ensure the accuracy of this information, no liability is assumed for errors or omissions. In the case of legal action, the records cited are open to public scrutiny and should be inspected before any action is taken. Questions and comments regarding this section should be directed to: Larry Miles c/o Westfair Communications Inc. 3 Westchester Park Drive, Suite G7 White Plains, N.Y. 10604-3407 Phone: 694-3600 • Fax: 694-3680

Amazing Painting and Renovation, contractor for Hawthorne Realty LLC. Strip and reroof an existing single-family residence at 1054 Fairfield Beach Road, Fairfield. Estimated cost: $5,500. Filed June 1. Anthony Matteis III, Stamford, contractor for self. Remove a wall in an existing single-family residence at 910 Hope St., Unit 9A, Stamford. Estimated cost: $7,000. Filed between June 4 and June 15. Blanchette, Dinardo and James J. Blanchette, Danbury, contractor for self. Expand the laundry room into the garage of an existing single-family residence at 13 Corn Tassle Road, Danbury. Estimated cost: $5,500. Filed June 7. Buxton Services, Wilton, contractor for John Pellegrino and Karlen Lukovitz. Perform minor interior renovations in an existing single-family residence at 26 Clover Drive, Wilton. Estimated cost: $12,802. Filed June 4.

ON THE RECORD

C&D Contractors LLC, contractor for Belinda W. Scanlon. Strip and reroof an existing single-family residence at 8 Pequot Drive, Norwalk. Estimated cost: $13,500. Filed June 5. Carpentry Unlimited Inc., Stamford, contractor for Susan Koproski. Add a deck to the right side of an existing single-family residence at 111 Sanford Lane, Stamford. Estimated cost: $7,000. Filed between June 4 and June 15. Cassara, Gayle and Robert Cassara, Weston, contractor for self. Relocate the kitchen and bathroom in an existing single-family residence and remove the walls at 75 Birch Hill Road, Weston. Estimated cost: $22,000. Filed May 31. CJT Builders LLC, contractor for Kevin McGrath. Renovate the garage and living space in an existing single-family residence at 8 Woodland Road, Norwalk. Estimated cost: $250,000. Filed June 1. Clark Construction of Ridgefield Inc., Ridgefield, contractor for Robert David Campbell. Remodel the master bathroom in an existing single-family residence at 117 Pine Mountain Road, Ridgefield. Estimated cost: $16,521. Filed June 6. Clark Construction of Ridgefield Inc., Ridgefield, contractor for Robert Fortunato. Finish an attic in an existing single-family residence at 20 Miller Lane, Ridgefield. Estimated cost: $22,197. Filed June 6. Complete Landscape Services LLC, contractor for Kathleen Bivona. Construct a new single-family residence with four bedrooms, four and a half bathrooms and a fourcar attached garage at 23 Overhill Road, Stamford. Estimated cost: $1.2 million. Filed between June 4 and June 15. Cooper Associates LLC, Stamford, contractor for Lawrence S. Hillman. Renovate the kitchen in an existing single-family residence at 168 Colonial Road, Unit 9, Stamford. Estimated cost: $25,000. Filed between June 4 and June 15. Cooper Associates LLC, Stamford, contractor for Krishna Iyer, et al. Add a full bathroom to the basement in an existing single-family residence at 31 Sherwood Road, Stamford. Estimated cost: $10,395. Filed between June 4 and June 15. Daniels, Michael J., Danbury, contractor for self. Replace a deck on an existing single-family residence at 11 Gregory St., Danbury. Estimated cost: $11,500. Filed June 5.

Deluca Enterprises Group Inc., Ridgefield, contractor for Robert O. Flegel. Replace the surface of a deck on the property of an existing single-family residence at 43 Briar Ridge Road, Ridgefield. Estimated cost: $26,133. Filed June 4.

Herschlag, Jane and Herbert Herschlag, Danbury, contractor for self. Finish the basement in an existing single-family residence for a bedroom and a half bathroom at 8 Hospital Ave., Danbury. Estimated cost: $2,000. Filed June 4.

Edgar Gonzalez Carpentry, Stamford, contractor for Robert Tansill and Sara Tansill. Perform minor interior renovations in an existing single-family residence at 18 Pin Oak Lane, Wilton. Estimated cost: $18,000. Filed May 30.

Home Depot USA Inc., contractor for Nancy Lally. Replace the windows in an existing single-family residence at 81 Wolfpit Ave., Unit C1, Norwalk. Estimated cost: $5,175. Filed June 7.

Exceptional Home Improvements LLC, contractor for Ryan Wiedmann. Strip and reroof an existing single-family residence at 56 Field St., Norwalk. Estimated cost: $5,500. Filed June 4. Exceptional Home Improvements LLC, contractor for Chelsea A. Geary and Pasquale Libertino. Add new vinyl siding to an existing single-family residence at 117 Murray St., Norwalk. Estimated cost: $13,787. Filed June 5. Exceptional Home Improvements LLC, Trumbull, contractor for Howard R. Fields and Rocio C. Fields. Perform minor interior renovations in an existing single-family residence at 74 Longmeadows Road, Wilton. Estimated cost: $26,600. Filed June 6. Gall, Bruce W., et al., Norwalk, contractor for self. Renovate the bathroom, bedroom and garage of an existing single-family residence at 11 Bumble Bee Lane, Norwalk. Estimated cost: $80,000. Filed June 7. Goodwin, John James, Poughkeepsie, New York, contractor for Richard Chute and Gina Chute. Construct a new single-family residence at 44 Graenest Ridge Road, Wilton. Estimated cost: $609,980. Filed May 30. Gore, Deborah, Weston, contractor for self. Add a deck to the right side of an existing single-family residence at 10 Old Farm Road, Weston. Estimated cost: $15,700. Filed June 5. Harpswell Builders LLC, Redding, contractor for Christopher J. Kelly and Mary M. Kelly. Alter an existing single-family residence at 46 Rockhouse Road, Wilton. Estimated cost: $170,000. Filed June 6. Heil, Gloria and Christopher Heil, Fairfield, contractor for self. Renovate the kitchen and dining room in an existing single-family residence at 228 Putting Green Road, Fairfield. Estimated cost: $33,600. Filed June 1.

The Home Depot USA Inc., Rocky Hill, contractor for self. Replace the windows on the exterior of an existing single-family residence at 39 Judith Drive, Danbury. Estimated cost: $5,577. Filed June 5. Home Depot USA Inc., Rocky Hill, contractor for self. Replace the windows on the exterior of an existing single-family residence at 15 Crofut Place, Danbury. Estimated cost: $3,829. Filed June 5. The Home Depot USA Inc., Rocky Hill, contractor for self. Replace the windows on the exterior of an existing single-family residence at 40 Smoke Hill Drive, Danbury. Estimated cost: $9,877. Filed June 5. The Home Depot USA Inc., Atlanta, Georgia, contractor for Valerie S. Stillman. Perform minor interior renovations in an existing single-family residence at 7 Spectacle Lane, Wilton. Estimated cost: $3,000. Filed June 6. Iannone, Franco, contractor for Diana Remmell. Add an in-ground pool to the property of an existing single-family residence at 86 Quincy St., Fairfield. Estimated cost: $45,000. Filed June 1. Kostandino, et al., Wilton, contractor for self. Alter an existing single-family residence at 45 Cherry Lane, Wilton. Estimated cost: $150,000. Filed May 31. Kowalczuk, Zbigniew, Stamford, contractor for self. Demolish a one-story framed house at 15 Liberty St., Stamford. Estimated cost: $5,000. Filed between June 4 and June 15.

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Leary, James E., contractor for E Lloyd & Associates LLC. Construct a new two-and-a-half-story superstructure with a one-car garage and four bedrooms at 8 Pond St., Norwalk. Estimated cost: $680,000. Filed June 7. Lecla Home Improvement LLC, contractor for Jessica Aurora Critelli. Replace the deck and siding on the front porch of an existing single-family residence at 77 Sheridan St., Danbury. Estimated cost: $10,000. Filed June 7.

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JULY 9, 2018

GOOD THINGS

SCSU SELECTS NEW VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT

From left: Michelle McCabe, Bridgeport Greater Council of Churches; Karen Mahar, Homes with Hope; Cathy DeCesare, United Way of Coastal Fairfield County; Erin McDonough, Open Door Shelter; Jennifer O’Neill, Operation Hope; and Erin Russell, Alpha Community Services.

Michael Kingan

UNITED WAY’S NEIGHBORS HELPING NEIGHBORS GRANTS United Way of Coasal Fairfield County recently awarded its 2018 Neighbors Helping Neighbors grants. Recipients included: Action for Bridgeport Community Development Inc. (ABCD), Alpha Community Services YMCA, Bridgeport Farmers Market Collaborative, Bridgeport Rescue Mission, Catholic Charities of Fairfield County Inc., Council of Churches of Greater Bridgeport, Fairfield Department of Human Services, Green Village Initiative, Homes with Hope, LifeBridge Community Services, Monroe Food Pantry, Open Door Shelter, Operation Hope of Fairfield, Park City Initiative Corp., Person-to-Person, Sterling House Community Center, Summerfield United Methodist Church, Thomas Merton Center and the Town of Monroe. The grants provide local organizations with critical funding to address the needs of families struggling to make ends meet in Coastal Fairfield County. The stress and challenges of financial insecurity can cause long-term health issues, especially for children. When children do not have stable housing, nutritious food or enough food, they struggle to learn and achieve in school; academic achievement is a critical marker in breaking the cycle of poverty. The Neighbors Helping Neighbors grants provide the funds needed to help families break the cycle of poverty.

THREE KENNEDY CENTER REPS ATTEND SOURCEAMERICA GRASSROOTS ADVOCACY CONFERENCE IN D.C. The Kennedy Center joined with dozens of other nonprofit agencies throughout the country to advocate on behalf of disability employment issues at the SourceAmerica Grassroots Advocacy Conference in Washington, D.C., June 12 to15. Headquartered in Trumbull, The Kennedy Center was the only agency from Connecticut that participated in the national conference. Each year, SourceAmerica — a 501(c)(3) national leader in disability employment and choices — hosts member nonprofits for training sessions on how to present their case for better employment options for people with disabilities to lawmakers. Three representatives from The Kennedy Center participated, including Richard Sebastian Jr. of Shelton, president and CEO; Ginger Fiore of Seymour, executive assistant; and Leah Palmer of Trumbull, member of the center’s board of directors and one of 56 self-advocates. Sebastian has attended the SourceAmerica Conference for 10 years and has been affiliated with the organization for 20 years. This year he was the co-leader of the self-advocate training session. “We are in D.C. to advocate for more opportunity to create employment for our nation’s largest untapped labor force; people who have disabilities,” Sebastian said. “The shortest distance between two people are our stories. We are here to tell our stories.” The Kennedy Center was founded in 1951. It is an internationally accredited, nonprofit, community-based rehabilitation organization that serves more than 2,000 individuals annually. The agency actively responds to the needs of the community by offering innovative, comprehensive service options to persons with disabilities and special needs, from birth to senior years. Established in 1974, SourceAmerica creates job opportunities for a skilled and dedicated workforce of people with significant disabilities.

JULY 9, 2018

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NURSING CARE AT EDGEHILL RECEIVES NATIONAL QUALITY AWARD The skilled nursing care unit at Edgehill in Stamford has been awarded a 2018 Bronze Commitment to Quality Award by the American Health Care Association and National Center for Assisted Living (AHCA/NCAL). Edgehill is one of three continuing care retirement communities (CCRC) under the umbrella of Benchmark, a provider of senior living services in the Northeast. All three of its skilled nursing care units have received the award. The award is the first of three distinctions possible through the AHCA/NCAL National Quality Award Program, which honors long-term and skilled nursing care providers that have demonstrated commitment to improving the quality of care for seniors and persons with disabilities. Skilled nursing care represents a single step in the full continuum of care, including independent living, assisted living and memory care, offered at CCRCs such as Edgehill. “We are honored to be one of a select few providers to win this award in Connecticut,” said Christopher Barstein, Edgehill executive director. “Our mission is to provide the highest standard of care to our residents. The compassion of our staff is shown in every individual interaction and every detail of our campus.” “We have a very dedicated team of associates in our skilled nursing unit who work tirelessly to provide the best patient-centered care,” said Sandra Bardsley, Benchmark’s regional director of skilled care operations. “We are excited and humbled to have received this recognition.” The award program has three levels: Bronze, Silver and Gold. Providers begin the quality improvement process at the Bronze level, where they develop an organizational profile with fundamental performance elements such as vision and mission statements and key strengths and challenges. Recipients may now move forward in developing approaches and achieving performance levels that meet the criteria required for the Silver Achievement in Quality Award. All three Benchmark communities will be honored along with colleague recipient organizations during AHCA/NCAL’s 69th annual Convention and Expositions, Oct. 7 to 10, in San Diego, California. Edgehill is a Type A Lifecare, all-inclusive continuing care retirement community. As part of the Edgehill Advantage, the community offers maintenance-free senior housing, a wide variety of premium services and amenities and a full continuum of on-site health care.

Michael Kingan has been named Southern Connecticut State University’s (SCSU) new vice president for institutional advancement according to SCSU President Joe Bertolino. He will oversee the areas of development, integrated communications and marketing and alumni relations, and will serve as executive director of the SCSU Foundation. The appointment is effective July 9. “Michael has exhibited a passion for developing and growing advancement programs,” Bertolino said. “This has resulted in expanded educational opportunity for tens of thousands of students and several generations of tomorrow’s global citizens and leaders.” Kingan has served for more than 25 years in several diverse institutions, including the universities of Michigan, Washington, Iowa and New Mexico. He was the first chief advancement officer at the Singapore American School, one of the world’s premier international schools, with an enrollment exceeding 4,000 students in pre-kindergarten through grade 12. Most recently, Kingan was the vice president for development and alumni relations at the University of Texas at Arlington, a “Carnegie Research 1” institution that ranks among the five most diverse student populations of all comprehensive public universities in the nation. He has prepared and launched fundraising campaigns throughout his career and has expertise in identifying fundraising priorities, as well as collaborating with university leadership, faculty, staff, alumni and volunteers. He also has fostered gifts that have resulted in substantial growth in institutional support. Kingan earned a Master of Public Affairs degree from the Lyndon B. Johnson School of Public Affairs at the University of Texas at Austin. He also holds a Bachelor of Arts degree with honors in political science from Austin College in Sherman, Texas.

Information for these features has been submitted by the subjects or their delegates.

HAPPENING

A.G. WILLIAMS PAINTING RENOVATES GREEK ORTHODOX CHURCH IN STAMFORD

From left: Nick Williams, George Williams Jr, Father Harry Pappas and George Williams.

Greenwich Hospital President and CEO Norman G. Roth with the event’s honoree Patricia Calayag, M.D., director of obstetrics and gynecology at Greenwich Hospital and deputy medical director at Westmed Medical Group.

George Williams, the president and CEO of A.G Williams Painting Co. in Pelham, New York, and Greenwich, took a special interest in Father Harry Pappas of Archangels Church in Stamford after hearing him preach and teach while assisting part time in the church Williams attended in New Rochelle, New York. Because of his high regard for Pappas and his own desire to give back to the community, Williams offered the services of his painting company to Pappas whenever needed. Sure enough, the church, built in 1958, was in need of repair. Williams provided all labor (at one point involving 12 to 15 men), supplies and material to paint the entire interior, which involved a high dome, curved walls, a balcony, resurfacing part of the wall in the altar area, some wood trim and a variety of other repairs. “Everyone on our team at A.G. Williams understands the importance of giving back to the community in the towns where we live and worship,” Williams said. “Father Pappas and the Archangels Church have done wonderful work in the community in Stamford and we are only too happy to offer our help in keeping the church up to date and in excellent condition.” “Our community publicly and enthusiastically recognized and thanked George and his family for such generous and extraordinary benefaction,” said Pappas. A.G. Williams Painting Co. Inc. is a fourth-generation family-owned-and -operated residential and commercial painting firm founded in 1906 by Arthur George Williams.

COMMUNITY FOUNDATION HONORS DONORS

RONISH JOINS WITHERELL

Fairfield County’s Community Foundation donors at the event in their honor held at the Roger Sherman Inn in New Canaan. Photo by the Roger Sherman Inn.

Carissa Ronish

CAROLINE JONES PERFORMS AT SOLD-OUT BENEFIT This year’s Greenwich Hospital Under the Stars benefit raised more than $600,000 for Women’s and Children’s Health at Greenwich Hospital. A sold-out crowd of more than 400 supporters gathered at Riverside Yacht Club on June 22 to enjoy a special night of music in support of a most important cause. Greenwich residents and second time co-chairs Andrea Sinkin Jaﬀe and Jennifer Turano led an enthusiastic committee of more than 30 volunteers. “Greenwich Hospital has served both of our families more times than we can count, for ourselves, our children, our parents and of course, our neighbors and friends,” said Jaffe. “To imagine we could somehow just slightly tip the scale and help this incredible organization to stay at the top of its game fills us both with immense pride and gratitude,” An extensive silent auction of one-of-a-kind items was available during cocktail hour while local DJ and former event co-chair April Larken set the spirited tone of the evening. A tent outside the clubhouse was transformed by Sebass Events and Entertainment to evoke a cozy yet contemporary farmhouse aesthetic, and Jeﬀ Glor of the CBS Evening News served as master of ceremonies for the second year in a row. Greenwich Hospital President and CEO Norman G. Roth spoke about the importance of raising money for Women’s and Children’s Health and some of the hospital’s recent achievements. “Last month and for the fifth consecutive year, we received the Women’s Choice Award as one of America’s 100 Best Hospitals for Patient Experience – the only hospital in Fairfield County to receive this recognition,” said Roth. He continued by noting the tremendous growth that has taken place in the hospital’s NICU since the inception of the event 20 years ago, the hospital’s reputation for maternity services with patients travelling up to 50 miles to deliver in Greenwich, and an affiliation with Yale New Haven Health that has strengthened many service areas. “Most recently, our partnership with Yale New Haven Children’s Hospital has brought the region’s most advanced children’s emergency room services to Greenwich, giving parents peace of mind with the additional level of expertise that pediatric emergency medicine specialists bring to families in our area,” he said. Dr. Patricia Calayag, director of obstetrics and gynecology at Greenwich Hospital and deputy medical director at Westmed Medical Group, was the event’s honoree. Country-pop singer and Greenwich native Caroline Jones performed immediately after the live auction.

Fairfield County’s Community Foundation (FCCF) recently hosted its annual donor appreciation luncheon, which included founding donors, Future Society members and many others who are passionate about the organization and its mission. The event, held at the Roger Sherman Inn in New Canaan, celebrated a year of accomplishments made possible through the generosity and commitment of its patrons. The year’s achievements were highlighted in a brief overview by Juanita James, president and CEO, Fairfield County’s Community Foundation. “I want to thank you for believing in our work, supporting our programs and sharing our vision for a vital and inclusive community where every individual has the opportunity to thrive,” James said. “Because of our partnerships, with you in the room and with many others who couldn’t join us, our programs and activities create impact and are working to close the opportunity gap that is all too prevalent in Fairfield County,” she continued. Connecticut Association for Human Services (CAHS) CEO Jim Horan was the guest speaker, sharing his insights on inequities and the opportunity gap in Fairfield County and throughout Connecticut. “Fairfield County’s Community Foundation has generously supported the Connecticut Association for Human Services’ program work with competitive grants made possible primarily with grants from endowed funds established through planned giving,” Horan said. “Moving forward, to build opportunity, CAHS would like to see more collective impact initiatives, where state and local government, philanthropy, nonprofits and others are aligned to achieve major social goals.” For more, visit FCCFoundation.org.

The Nathaniel Witherell — widely recognized for its therapeutic recreation program that features fitness classes, art and music therapy, pet therapy, events and celebrations and spiritual services – has appointed Carissa Ronish of Greenwich as its new administrator of therapeutic recreation. “Carissa brings an impressive background in creating new and engaging therapeutic programs for the elderly to the Witherell and has experience working with those with physical and cognitive challenges,” said Witherell Executive Director Allen Brown. Consistently ranked “one of the best nursing homes in Connecticut” by U.S. News & World Report, the Witherell’s therapeutic recreation program is designed to keep residents active and engaged, and is tailored to individual needs. Prior to joining the Witherell, Ronish was therapeutic recreation director and volunteer coordinator at Benchmark Senior Living at Edgehill in Stamford.

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JULY 9, 2018

Facts & Figures Lecla Home Improvement LLC, Danbury, contractor for Gregory R. Jessup and Connie B. Jessup. Perform minor interior renovations in an existing single-family residence at 29 Old Kings Highway, Wilton. Estimated cost: $7,800. Filed May 31. Levene, Melanie, Norwalk, contractor for self. Replace the railings on the deck of an existing single-family residence and replace the rotting deck boards at 231 Ely Ave., Norwalk. Estimated cost: $5,000. Filed June 6. Litwin, Thomas E., Ridgefield, contractor for Christine Carnicelli. Renovate the pool house on the property of an existing single-family residence and renovate the interior of an existing single-family residence at 23 High Ridge Ave., Ridgefield. Estimated cost: $18,700. Filed June 6. Lobo, Maria and Antonio L. Lobo, Norwalk, contractor for self. Convert a garage into a living space in an existing single-family residence and finish the basement at 23 Sleepy Hollow Drive, Norwalk. Estimated cost: $20,000. Filed June 5. Max Construction, Norwalk, contractor for Eleanor M. Arnold. Perform minor interior renovations in an existing single-family residence at 34 Ryders Lane, Wilton. Estimated cost: $20,000. Filed May 30. Power Home Remodeling Group LLC, Chester, Pennsylvania, contractor for Marie Debrosse and Andre Debrosse. Replace the windows on an existing single-family residence at 5 Quaker Road, Norwalk. Estimated cost: $5,879. Filed June 6. Power Home Remodeling Group LLC, Chester, Pennsylvania, contractor for Douglas Anderson. Perform minor interior renovations in an existing single-family residence at 38 Fawn Ridge, Wilton. Estimated cost: $3,549. Filed May 29. Seferidis, Sofia, Norwalk, contractor for self. Rebuild the front portico on an existing single-family residence at 45 Grandview Ave., Norwalk. Estimated cost: $2,000. Filed June 6. Toll CT III Ltd Partnership, Newtown, contractor for Toll CT III Limited Partnership. Construct a new townhouse with three bedrooms, two and a half bathrooms and a one-car garage and a patio at 18 Putnam Lane, Danbury. Estimated cost: $202,433. Filed June 7. Toll CT III Ltd Partnership, Newtown, contractor for Toll CT III Limited Partnership. Construct a new townhouse with two bedrooms, two and a half bathrooms and a one-car garage and a patio at 20 Putnam Lane, Danbury. Estimated cost: $202,433. Filed June 7.

JULY 9, 2018

Town of Weston, Weston, contractor for self. Repair the gutter in an existing single-family residence at 95 School Road, Weston. Cost undisclosed.. Filed June 7. TR Building and Remodeling Inc., New Canaan, contractor for Joshua Feil, et al. Renovate the kitchen in an existing single-family residence at 64 Merriebrook Lane, Stamford. Estimated cost: $200,000. Filed between June 4 and June 15. Vancura, Thomas R., et al., Stamford, contractor for self. Rebuild a damaged den in an existing single-family residence at 237 Belltown Road, Stamford. Estimated cost: $108,495. Filed between June 4 and June 15. Varghese, Daniel, Wilton, contractor for self. Alter an existing single-family residence at 520 Belden Hill Road, Wilton. Estimated cost: $5,000. Filed May 31. Vivint Solar Developer, Lehi, Utah, contractor for Nicholas Barbara. Perform minor interior renovations in an existing single-family residence at 41 Deer Run Road, Wilton. Estimated cost: $16,225. Filed June 4. Westview Electric LLC, contractor for Jakab Tibor and Michelle Tibor. Renovate the kitchen area in an existing single-family residence at 19 Glendenning St., Norwalk. Estimated cost: $13,000. Filed June 5. Zalcma, Miriam and David Tobey, Weston, contractor for self. Finish closet and master bedroom in an existing single-family residence at 42 Norfield Woods Road, Weston. Estimated cost: $10,500. Filed June 4.

COURT CASES The following court cases represent the allegations made by plaintiffs in the initial filings of civil lawsuits, and do not represent legally binding judgments made by the courts.

Bridgeport Superior Court Allstate Fire and Casualty Insurance Co., et al., Hartford. Filed by Tierra M. Cox, Bridgeport. Plaintiff’s attorneys: Miller, Rosnick, D’Amico, August & Butler, Bridgeport. Action: The plaintiff has brought this motor vehicle suit against the defendant alleging that she collided with an underinsured motorist and suffered injury. The insurance policy carried by the underinsured motorist is inadequate to fully compensate for the damages. The plaintiff alleges that her injuries are the legal responsibilities of her insurance company, the defendant. The plaintiff claims money damages in excess of $15,000, exclusive of interests and costs and such other relief as in law or equity may apply. Case no. FBT-CV18-6075979-S. Filed June 22.

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Allstate Insurance Co., Hartford. Filed by Kendy Desances, Bridgeport. Plaintiff’s attorney: Weber & Rubano LLC, Wallingford. Action: The plaintiff has brought this motor vehicle suit against the defendant alleging that she collided with an underinsured motorist and suffered injury. The insurance policy carried by the underinsured motorist is inadequate to fully compensate for the damages. The plaintiff alleges that her injuries are the legal responsibilities of her insurance company, the defendant. The plaintiff claims money damages in excess of $15,000, exclusive of interests and costs and such other relief as in law or equity may apply. Case no. FBT-CV18-6075968-S. Filed June 21. Bridgeport Hospital, Bridgeport. Filed by Carol Callahan, Fort Lauderdale, Florida. Plaintiff’s attorney: Hurwitz Sagarin Slossberg & Knuff LLC, Milford. Action: The plaintiff has brought this medical malpractice suit against the defendant alleging that it failed to properly transport the plaintiff while on its premises. As a result, the plaintiff allegedly fell from a gurney and suffered distress and pain. The plaintiff claims monetary damages in excess of $15,000, exclusive of interests and costs and any further relief in law or equity, which may appertain. Case no. FBT-CV18-6075811-S. Filed June 18. Chauffeured Limousine Service Inc., et al., Bridgeport. Filed by Meghan C. Zimmer, Fairfield. Plaintiff’s attorney: Donahue & Brown LLC, Fairfield. Action: The plaintiff has brought this personal injury suit against the defendants alleging that she was hit by a car owned by the defendants and driven by an employee of the defendants during the course of their work. The defendants were allegedly negligent in that they operated their motor vehicle at an unreasonable rate of speed. The plaintiff claims monetary damages in excess of $15,000, exclusive of interests and costs, and such other relief as the court deems just and proper. Case no. FBT-CV186075969-S. Filed June 21. Hartford Insurance Co., et al., East Hartford. Filed by Willie Medina, Bridgeport. Plaintiff’s attorney: Millman and Millman, Westport. Action: The plaintiff has brought this motor vehicle suit against the defendants alleging that he was hit by an underinsured motorist and suffered injury. The insurance policy carried by the underinsured motorist is inadequate to fully compensate for the damages. The plaintiff alleges that his injuries are the legal responsibilities of his insurance company and related parties, the defendants. The plaintiff claims money damages in excess of $15,000, exclusive of interests and costs and such other relief as in law or equity may apply. Case no. FBTCV18-6075805-S. Filed June 18.

House of Clement LLC, et al., Fairfield. Filed by Irene Fazio and Michael Fazio, Fairfield. Plaintiffs’ attorney: Donahue & Brown LLC, Fairfield. Action: The plaintiffs have brought this breach of contract suit against the defendants alleging that they had failed to make timely payments to the plaintiff for a settlement agreement from a previous suit. The plaintiffs have declared the entire outstanding principal balance of $740,000 due and have made a demand for the balance, yet have not received payment. The plaintiffs claim money damages, interest, attorney’s fees, and court costs. Case no. FBT-CV186075964-S. Filed June 21. Marsh Hill Road Properties LLC, Orange. Filed by Katherine Mychajluk, Bridgeport. Plaintiff’s attorney: Jerome A. Lacobelle LLC, West Haven. Action: The plaintiff has brought this personal injury suit against the defendant alleging that she tripped on a crumbled portion of a walkway owned by the defendant and sustained injury. This dangerous condition was allegedly allowed to exist due to the negligence of the defendant and its employees in that they failed to repair the walkway on their premises. The plaintiff claims monetary damages within the jurisdiction of the court. Case no. FBT-CV18-6075809-S. Filed June 18. Orthopaedic Specialty Group PC, Fairfield. Filed by Marie Gaie, Bridgeport. Plaintiff’s attorney: Thomas M. Yuditski, Bridgeport. Action: The plaintiff has brought this personal injury suit against the defendant alleging that she slipped on an icy surface owned by the defendant and sustained injury. This icy condition was allegedly allowed to exist due to the negligence of the defendant and its employees. The plaintiff claims monetary damages within the jurisdiction of the court. Case no. FBT-CV18-6075987-S. Filed June 22. Progressive Life Insurance Co., Hartford. Filed by Luis Jimenez, Bridgeport. Plaintiff’s attorney: Cohen and Wolf PC, Bridgeport. Action: The plaintiff has brought this motor vehicle suit against the defendant alleging that he collided with an underinsured motorist and suffered injury. The insurance policy carried by the underinsured motorist is inadequate to fully compensate for the damages. The plaintiff alleges that his injuries are the legal responsibilities of his insurance company, the defendant. The plaintiff claims money damages in excess of $15,000, exclusive of interests and costs and such other relief as in law or equity may apply. Case no. FBT-CV18-6075832-S. Filed June 18.

Progressive Northwestern Insurance Co., et al., Hartford. Filed by Ricardo Tandayamo and Nancy Tandayamo, Fairfield. Plaintiffs’ attorney: Edward L. Piquette, Bridgeport. Action: The plaintiffs have brought this motor vehicle suit against the defendants alleging that they collided with an underinsured motorist and suffered injury. The insurance policy carried by the underinsured motorist is inadequate to fully compensate for the damages. The plaintiffs allege that their injuries are the legal responsibilities of their insurance company and related parties, the defendants. The plaintiffs claim money damages in excess of $15,000, exclusive of interests and costs and such other relief as in law or equity may apply. Case no. FBT-CV18-6075874-S. Filed June 19. Rhumbline Yacht Services LLC, et al., Norwalk. Filed by West Marine Product Inc., Watonville, California. Plaintiff’s attorney: Sugarmann & Sugarmann, New Haven. Action: The plaintiff has brought this breach of contract suit against the defendants alleging that they had failed to make timely payments to the plaintiff for a credit account. The plaintiff has declared the entire outstanding principal balance of $6,269 due and has made a demand for the balance, yet has not received payment. The plaintiff claims money damages, court costs, post-judgment interest and such other relief as may be deemed appropriate by the court. Case no. FBT-CV186075834-S. Filed June 18. Safeco Insurance Company of Illinois, Hartford. Filed by Malik Best, Bridgeport. Plaintiff’s attorney: Miller, Rosnick, D’Amico, August & Butler, Bridgeport. Action: The plaintiff has brought this motor vehicle suit against the defendant alleging that he collided with an underinsured motorist and suffered injury. The insurance policy carried by the underinsured motorist is inadequate to fully compensate for the damages. The plaintiff alleges that his injuries are the legal responsibilities of his insurance company, the defendant. The plaintiff claims money damages in excess of $15,000, exclusive of interests and costs and such other relief as in law or equity may apply. Case no. FBTCV18-6075971-S. Filed June 22. Saferide Mobile LLC, Westport. Filed by Randy B. Spector, Westport. Plaintiff’s attorney: Halloran & Sage LLP, Hartford. Action: The plaintiff has brought this breach of contract suit against the defendant alleging that it had failed to make timely payments to the plaintiff for a convertible promissory note. The plaintiff has declared the entire outstanding principal balance of $100,000 due and has made a demand for the balance, yet has not received payment. The plaintiff claims money damages, interest, attorney’s fees, court costs and such other further relief as the court may deem just and proper. Case no. FBTCV18-6075836-S. Filed June 18.

Saferide Mobile LLC, Westport. Filed by Randy B. Spector, Westport. Plaintiff’s attorney: Halloran & Sage LLP, Hartford. Action: The plaintiff has brought this breach of contract suit against the defendant alleging that it had failed to make timely payments to the plaintiff for a convertible promissory note. The plaintiff has declared the entire outstanding principal balance of $50,000 due and has made a demand for the balance, yet has not received payment. The plaintiff claims money damages, interest, attorney’s fees, court costs and such other further relief as the court may deem just and proper. Case no. FBTCV18-6075837-S. Filed June 18. State Farm Mutual Automobile Insurance Co., et al., Hartford. Filed by Dawn Walters, Bridgeport. Plaintiff’s attorney: Bruce J. Corrigan Jr., Westport. Action: The plaintiff has brought this motor vehicle suit against the defendants alleging that she collided with an underinsured motorist and suffered injury. The insurance policy carried by the underinsured motorist is inadequate to fully compensate for the damages. The plaintiff alleges that her injuries are the legal responsibilities of her insurance company and related parties, the defendants. The plaintiff claims money damages in excess of $15,000, exclusive of interests and costs and such other relief as in law or equity may apply. Case no. FBT-CV18-6076023-S. Filed June 22. The Stop & Shop Supermarket Company LLC, Quincy, Massachusetts. Filed by Myrna Sanchez, Bridgeport. Plaintiff’s attorney: David J. Laudano, Stratford. Action: The plaintiff has brought this personal injury suit against the defendant alleging that she slipped on a wet floor in a grocery owned by the defendants and sustained injury. This slippery condition was allegedly allowed to exist due to the negligence of the defendant and its employees in that they permitted the water to accumulate. The plaintiff claims monetary damages in excess of $15,000, exclusive of interest and costs. Case no. FBT-CV186075961-S. Filed June 21.

Stamford Superior Court 120 Long Ridge LLC, Stamford. Filed by Terry D’Agostino, Stamford. Plaintiff’s attorney: Richard H. Raphael, Westport. Action: The plaintiff has brought this personal injury suit against the defendant alleging that she tripped on a cracked portion of pavement owned by the defendant and sustained injury. This dangerous condition was allegedly allowed to exist due to the negligence of the defendant and its employees in that they failed to repair the walkway on their premises. The plaintiff claims monetary damages within the jurisdiction of the court. Case no. FST-CV186037022-S. Filed June 19.

Facts & Figures Greenwich Wellness LLC, Greenwich. Filed by Susan Evans, Greenwich. Plaintiff’s attorney: Zeldes, Needle & Cooper PC, Bridgeport. Action: The plaintiff has brought this medical malpractice suit against the defendant alleging that it failed to properly perform acupuncture on the plaintiff and punctured her lung. As a result, plaintiff allegedly suffered pneumothorax and severe pain. Plaintiff claims monetary damages in excess of $15,000, exclusive of interests and costs and any further relief in law or equity which may appertain. Case no. FST-CV18-6037009-S. Filed June 18. Hybrid Athletics LLC, Monroe. Filed by Hope Enterprises LLC, Stamford. Plaintiff’s attorney: Joseph W. Santa Maria, New Britain. Action: The plaintiff has brought this breach of contract suit against the defendant alleging that it had failed to make timely payments to the plaintiff for a lease provided to it. The plaintiff has declared the entire outstanding balance of $3,662 due and has made a demand for the balance, yet has not received payment. The plaintiff claims money damages, interest and court costs. Case no. FST-CV18-6037023-S. Filed June 19. TMP Construction Group LLC, et al., Niantic. Filed by Pointe Residential Builders BH LLC, Greenwich. Plaintiff’s attorney: Ury & Moskow LLC, Fairfield. Action: The plaintiff has brought this breach of contract suit against the defendants alleging that they had failed to properly perform construction work for money provided. The plaintiff has spent $1.5 million for work, which was the responsibility of the defendants. The plaintiff claims money damages, interest, costs, attorney’s fees and such other and further relief as may be required. Case no. FST-CV18-6037047-S. Filed June 20. Wilton Plumbing and Heating Corp., Bethel. Filed by Gennaro Cappuccia, Norwalk. Plaintiff’s attorney: DePanfilis & Vallerie LLC, Norwalk. Action: The plaintiff has brought this breach of contract suit against the defendant alleging that it had failed to properly perform construction work for money provided. The defendant was to have repaired the plumbing vent in the attic, yet has not done so. The plaintiff claims money damages in excess of $15,000, exclusive of interest and costs. Case no. FST-CV186037045-S. Filed June 20.

FEDERAL DISTRICT COURT Apple Auto Wholesalers of Waterbury LLC, et al., Waterbury. Filed by Ramon Morales, Hartford. Plaintiff’s attorney: Consumer Law Group, Rocky Hill. Action: The plaintiff has brought this truth in lending act suit against the defendants alleging that they told him that they could transport his vehicle to Puerto Rico, yet did not allow it, causing damages. The defendants allegedly gave a false down payment. The plaintiff claims actual damages, statutory damages, punitive damages, attorney’s fees and such other and further relief as may be justified in law or equity. Case no. 3:18-cv-01039-MPS. Filed June 19. Gladeview Health Care Center Inc., Old Saybrook. Filed by Judith Odhiambo, Middlesex. Plaintiff’s attorney: Law Office of Martyn Philpot Jr. LLC, New Haven. Action: The plaintiff has brought this job discrimination suit against the defendant alleging that it did not make an effort to transfer her to a temporary position due to her pregnancy and instead fired her. The plaintiff claims compensatory damages, punitive damages, attorney’s fees, reinstatement and such other and further relief as may be justified in law or equity. Case no. 3:18-cv-01061SRU. Filed June 21. Illen Products Ltd., et al. Filed by Gorss Motels Inc. Plaintiff’s attorney: Anderson & Wanca, Rolling Meadows, Ill. Action: The plaintiff has brought this telecommunications suit against the defendants alleging that they repeatedly sent unsolicited junk faxes to the plaintiff, causing damages. The plaintiff claims a decree of class action, monetary damages, treble damages, prejudgment interest, post-judgment interest, costs and such other and further relief as may be justified in law or equity. Case no. 3:18-cv01052-AVC. Filed June 20. Life Insurance Company of North America, Philadelphia, Pennsylvania. Filed by Christine Chaffee. Plaintiff’s attorney: Ramos Law, Hartford. Action: The plaintiff has brought this employee retirement suit against the defendant alleging that it refused to pay longterm disability benefits due. The plaintiff has allegedly exhausted the administrative appeals and alleges there is a conflict of interest in the defendant processing her claim. The plaintiff claims benefits, costs, attorney’s fees and such other and further relief as may be justified in law or equity. Case no. 3:18-cv-01057AVC. Filed June 21.

Traditions Senior Management Inc., et al., Stamford. Filed by Venice Shaw-Atkinson, et al., Stamford. Plaintiff’s attorney: Angelone Law Offices LLC, Trumbull. Action: The plaintiffs have brought this class action job discrimination suit against the defendants alleging that they had different rates of pay by race, causing damages to the plaintiffs. The plaintiffs claim compensatory damages, punitive damages, attorney’s fees and such other and further relief as may be justified in law or equity. Case no. 3:18-cv-01042JCH. Filed June 19. XPO Last Mile Inc., Marietta, Georgia. Filed by Cristina Vanase. Plaintiff’s attorney: Sabatini & Associates, Newington. Action: The plaintiff has brought this disability suit against the defendant alleging that it terminated her for having to get surgeries for cancer. The plaintiff claims compensatory damages, back pay, front pay, bonuses, personal days, attorney’s fees, costs, liquidated damages and such other and further relief as may be justified in law or equity. Case no. 3:18-cv01069-WWE. Filed June 22.

DEEDS COMMITTEE DEEDS Bamford, Douglas, et al., Stamford. Appointed committee: Michael C. Jachimczyk, Stamford. Property: 43 Hearthstone Court, Stamford. Amount: $282,000. Docket no. FST-CV-17-6031466-S. Filed June 8. Campbell, Donnetta, et al., Westport. Appointed committee: Donald B. Sherer, Stamford. Property: 29 Cross Highway, Westport. Amount: $1.2 million. Docket no. FST-CV146021272-S. Filed June 11.

COMMERCIAL 134 LHCR LLC, Shelton. Seller: Frei Real Estate LLC, Shelton. Property: 134 Long Hill Cross Road, Shelton. Amount: $230,000. Filed June 1. 163-25 Baisley JV LLC, Bridgeport. Seller: Hearst Media Services Connecticut LLC, New York, New York. Property: 410 State St., Bridgeport. For an unknown amount paid. Filed June 11. 230 East Avenue LLC, Norwalk. Seller: Norwalk Improvements LLC, Elmsford, New York. Property: Rowan Street, Norwalk. Amount: $29.2 million. Filed June 6. 28 Dairy Road LLC, Greenwich. Seller: Ronnie Shemesh, Greenwich. Property: 28 Dairy Road, Greenwich. Amount: $4 million. Filed June 7.

Stone Cottage LLC, Greenwich. Seller: Indian Spring Limited Partnership, Greenwich. Property: 16 Stillman Lane, Greenwich. Amount: $5 million. Filed June 1.

Barrington, Jacob A. and David S. Barrington, New Canaan. Seller: Josie M. Weymann, Darien. Property: 25 Grand St., Unit 121, Norwalk. Amount: $205,000. Filed June 4.

The Glenmere II LLC, Greenwich. Seller: Robert Weinstein, New York, New York. Property: 207 Byram Shore Road, Greenwich. Amount: $17 million. Filed June 1.

Berisa, Saranda, Greenwich. Seller: Christopher J. Harris and Elizabeth A. Harris, Westport. Property: Lot 3A, Map 2287, Westport. Amount: $835,000. Filed June 4.

533-535 Gregory Street LLC, Trumbull. Seller: Richard Cammarano and Lorena Crackett, Trumbull. Property: 533-535 Gregory St., Bridgeport. For an unknown amount paid. Filed June 7.

The Rose Russo Living Trust, Pompano Beach, Florida. Seller: Andrea Kerin, Weston. Property: 49 Fanton Hill Road, Weston. Amount: $645,000. Filed May 2.

Boland, Amy L. and Andrew E. Boland, Darien. Seller: George S. Fuller, Weston. Property: Lot 6, Map 2063, Wilton. Amount: $805,000. Filed May 29.

7 Mortar Rock LLC, Norwalk. Seller: Mary Anton-Oldenburg, Westport. Property: Lot 1, Map 6177, Westport. Amount: $685,000. Filed June 8.

TMR Realty Newtown LLC, Newtown. Seller: Third Charm LLC, Danbury. Property: 1 Simm Lane, Newtown. Amount: $1.6 million. Filed June 6.

Boyce, Beth, Norwalk. Seller: Cristin Robb and Andrew Robb, Norwalk. Property: 17 Burchard Lane, Norwalk. Amount: $709,000. Filed June 1.

81 Daybreak LLC, Weston. Seller: Mark A. Ritter and Deborah C. Ritter, Westport. Property: Lot 8, Map 1368, Westport. Amount: $1.1 million. Filed June 1.

Town of Newtown, Newtown. Seller: Shelley M. Carpenter, Brighton, Mississippi. Property: Lots 522, 523, 573 and 574, Map of Zoar Trails, Newtown. For no consideration paid. Filed June 7.

Breslin, Jocelyn T. and Timothy T. Breslin, Newtown. Seller: David A. Prosia and Deann Prosia, Newtown. Property: Lot 3, Map 6782, Newtown. Amount: $618,000. Filed June 8.

RESIDENTIAL

Brown, David C., Danbury. Seller: Nicholas J. Scala and Cheryl J. Scala, Danbury. Property: 8 John Perry Drive, Danbury. Amount: $398,500. Filed June 4.

39 Harbor LLC, Weston. Seller: Mary Lillian Greene, Norwalk. Property: 39 Harbor Ave., Norwalk. Amount: $175,000. Filed June 1. 47 Westfair Drive LLC, Westport. Seller: Phillip J. Galaske, Westport. Property: 47 Westfair Drive, Westport. Amount: $650,000. Filed June 6.

B II Builders LLC, Monroe, New York. Seller: Kyle Watson, Scott Watson, Wendy Watson and Susan Jones, Bloomingburg, New York. Property: 176 Doreen Drive, Fairfield. Amount: $370,000. Filed June 4.

Adams, Owen M., Norwalk. Seller: Jodi-Ann Castellano, Wilton. Property: 71 Aiken St., Unit 07, Norwalk. Amount: $189,500. Filed June 8.

Crown Point LLC, Bethel. Seller: Codfish Hill Construction LLC, Bethel. Property: 53 Morris St., Danbury. Amount: $115,000. Filed June 6.

Albert, Colin, Newtown. Seller: Carol M. Smith, Newtown. Property: Lot 6, Map 3054, Newtown. Amount: $230,000. Filed June 7.

Foster Family Charitable Foundation, Wilmington, Delaware. Seller: 183 Ridgefield Road LLC, New Canaan. Property: Parcel A, Map 5855, Wilton. Amount: $2 million. Filed June 1.

Amos, Carrie L. and Edward L. Amos, New Fairfield. Seller: Clive Calver and Ruth E. Calver, Newtown. Property: Lot 1, Map 4063, Newtown. Amount: $550,000. Filed June 4.

Greenwich Academy Inc., Greenwich. Seller: Michael Constas, Darien. Property: Maple Ave., Greenwich. For an unknown amount paid. Filed June 8.

Anderson, Cecily C. and Bengt E. Anderson, Stamford. Seller: Andrew A. Yemma and Eileen Ogintz Yemma, Westport. Property: 5 Viking Green, Westport. Amount: $1.1 million. Filed June 5.

Hat City Ventures LLC, South Salem, New York. Seller: Elio Moschetta and Chris Ferrara, South Salem, New York. Property: 92 Balmforth Ave. and 30-32 North St., Danbury. For no consideration paid. Filed June 7.

Arbolino, Nadia and Richard Arbolino, Stamford. Seller: Paul L. Vitrano and Janet M. Vitrano, Weston. Property: 4 Oak Lane, Weston. Amount: $619,500. Filed May 2.

Maywood II LLC, Norwalk. Seller: Alan R. Pagano, Darien. Property: Maywood Road, Norwalk. Amount: $490,000. Filed June 6.

Balchan, Nuala Seema, New Rochelle, New York. Seller: Leonard Miller, Trumbull. Property: 226 Overland Ave., Bridgeport. Amount: $86,367. Filed June 8.

Newtown Landlord CT LLC, Farmington. Seller: Masonicare At Newtown Inc., Wallingford. Property: 139 and 147 Toddy Hill Road, Newtown. Amount: $8.7 million. Filed June 5.

Balmer, Melissa L. and Reed W. Balmer, Westport. Seller: Leanne M. Bell, Westport. Property: 29 River Lane, Westport. Amount: $1.6 million. Filed June 7.

RMC Classic Realty LLC, Greenwich. Seller: HW 1945 LLC, Bonita Springs, Florida. Property: Lots 9, 15 and 22, Map 7596, Newtown. Amount: $180,000. Filed June 4.

Barrett, Kristina and Neal Barrett, Fairfield. Seller: Kenneth J. Nori and Jennifer M. Nori, Fairfield. Property: 93 Nonopoge Road, Fairfield. Amount: $650,000. Filed June 4.

FCBJ

Brown, Patricia and Douglas Brown, Marina Del Ray, California. Seller: Frank Sinatra and Rita A. Leone, Norwalk. Property: 84 Roton Ave., Norwalk. Amount: $805,000. Filed June 1. Brunfeld-Perfido, Kristi and Alexander P. Perfido, Wilton. Seller: Glyn Holmes, Wilton. Property: Lot 5, Map 1752, Wilton. Amount: $592,500. Filed June 1. Burns, Lisa, Newtown. Seller: Robert Sherwood, Newtown. Property: 3 Madison Drive, Newtown. Amount: $375,000. Filed June 4. Cappello, Christine and Jody Cappello, Fairfield. Seller: John E. Neal and Jane F. Neal, Fairfield. Property: 300 Fulling Mill Road, Fairfield. Amount: $787,000. Filed June 4. Capuano, Acacia D., Danbury. Seller: William J. Doyle IV and Ashley V. Caswell, Danbury. Property: 11 Taagan Point Drive, Danbury. Amount: $281,000. Filed June 6. Carranza-Murillo, Katherine and Anthony Riccio, Norwalk. Seller: Judith A. Hungaski, Norwalk. Property: 12 Esquire Road, Norwalk. Amount: $600,000. Filed June 1. Casey, Gregory M., Mount Vernon, New York. Seller: Rosemary Belfiore, Lutz, Florida. Property: 107 Monica Road, Greenwich. Amount: $500,000. Filed June 1.

JULY 9, 2018

Facts & Figures Castaldo, Erica and Vic Ramoo, Bronx, New York. Seller: James Quinn, Norwalk. Property: 42 Dry Hill Road, Norwalk. Amount: $509,000. Filed June 4.

Cumba, Miguel, Stamford. Seller: Cheri A. Duque, Norwalk. Property: Lot 29, Map of Raymond Terrace, Norwalk. Amount: $400,000. Filed June 8.

Galaske, Mary Lynn, Phillip J. Galaske Sr., Fairfield. Seller: 283 Colonese LLC, Fairfield. Property: 283 Colonese Road, Fairfield. Amount: $557,500. Filed June 4.

Harrington, Susan H., Norwalk. Seller: John R. Headland and Julie S. Headland, Weston. Property: 7981 Ladder Hill Road North, Weston. Amount: $600,000. Filed June 6.

Jones, Edward F., Norwalk. Seller: Robert Lind, Newtown. Property: Unit D12 of Riverbend Common, Norwalk. Amount: $314,000. Filed June 4.

Laverty, Elizabeth K., Norwalk. Seller: Peter Hughes and Anthony Rossi, Norwalk. Property: 19 Raymond Terrace, Norwalk. Amount: $342,000. Filed June 8.

Charlesworth, Edward S., Ridgefield. Seller: Joshua W. Witkin and Nicole J. Witkin, Weston. Property: 8 Tubbs Spring Drive, Weston. Amount: $630,000. Filed June 1.

Damon, Melissa C. and Thomas A. Damon Jr., Brewster, New York. Seller: Alexander D. Brinker, Newtown. Property: Lot 8, Map 5323, Newtown. Amount: $450,000. Filed June 7.

Garaffa, Jessica Masso and Michael William Garaffa, Norwalk. Seller: Patricia Lomartire, Westport. Property: 34 Burr School Road, Westport. Amount: $700,000. Filed June 4.

Hartman, Nicholas A. and Kathryn N. Hartman, Greenwich. Seller: Guy Freshwater, Greenwich. Property: 50 Hillcrest Park Road, Greenwich. Amount: $2.3 million. Filed June 7.

Jones, Elaine Savory, New York, New York. Seller: Robert P. Mayette and Jennifer M. Mayette, Danbury. Property: 10 Carriage Lane, Danbury. Amount: $350,000. Filed June 5.

LeBlanc, Francilia, Monroe, New York. Seller: Vito J. Brancato and Theresa M. Brancato, Westport. Property: 9 Sherwood Farms Lane, Westport. Amount: $1.2 million. Filed June 4.

DaPuzzo, Rachel C. and Peter T. DaPuzzo, Greenwich. Seller: Alexander P. Brown and Victoria A. Brown, Greenwich. Property: 123 Park Ave., Greenwich. Amount: $2.7 million. Filed June 1.

Garrigan, Kathy and David Kostek, Pembroke, Bermuda. Seller: Chistopher Clanton and Ester Clanton, Westport. Property: 16 Keyser Road, Westport. Amount: $1.6 million. Filed June 5.

Hattar, Robert, Yonkers, New York. Seller: Scuppo Road Partnership, Danbury. Property: Parcel B, Map 6656, Danbury. Amount: $315,000. Filed June 6.

Jones, Wendy and Richard Jones, Cheshire. Seller: David Lyons and Heather Lyons, Westport. Property: 57 Roseville Road, Westport. Amount: $1.9 million. Filed June 5.

Leeuwen, Ellin Van, Norwalk. Seller: Richard Montgomery and Nancy Montgomery, Norwalk. Property: 219 Silvermine Ave., Norwalk. Amount: $539,000. Filed June 6.

Delcampo, Danielle and Jacob J. Delcampo, North Haven. Seller: Kurt DeCesare and Patricia E. DeCesare, Newtown. Property: 170 Brushy Hill Road, Newtown. Amount: $545,000. Filed June 4.

Gembert, Wendy M., Saint Joseph, Missouri. Seller: George W. Johnson III, Redding. Property: 94 Birch Hill Road, Weston. Amount: $515,000. Filed June 8.

Hattar, Robert, Yonkers, New York. Seller: Joseph Platano, Longboat Key, Florida. Property: Parcel C2, Map 6851, Danbury. Amount: $280,000. Filed June 6.

Jtwros, Erin Catapano and Joseph R. Catapano, Stratford. Seller: Curtis Lueker and Danie Lueker, Westport. Property: 24 Tamarac Road, Westport. Amount: $1.6 million. Filed June 8.

Cipriano, Lucilia and Manuel R., Cipriano, Danbury. Seller: Manuel D. Cipriano and Lucilia B. Cipriano, Danbury. Property: 10 Cleveland St., Danbury. For no consideration paid. Filed June 4. Cipriano, Manuel R., Danbury. Seller: Manuel D. Cipriano and Lucilia B. Cipriano, Danbury. Property: Unit 30 of Windsor Gardens, Danbury. For no consideration paid. Filed June 4. Clarke, Samantha C. and Barry B. Clarke, Riverdale, New York. Seller: William D. Farmakis and Jennifer M. Farmakis, New Canaan. Property: Lot 5, Map 1493, Wilton. Amount: $935,000. Filed June 8.

DeVellis, Maura and Giacomo DeVellis, Trumbull. Seller: The Bank of New York Mellon, trustee, New York, New York. Property: 139 Driftwood Lane, Trumbull. Amount: $377,000. Filed June 1.

Gerber, Alisha and Eric Shrago, Poughkeepsie, New York. Seller: Douglas R. DeBarger and Candace H. DeBarger, Weston. Property: 82 Ladder Hill Road, Weston. Amount: $870,000. Filed May 7.

Clouden, Lara B., San Mateo, California. Seller: Raymond A. Hepburn and Valerie Hepburn, Newtown. Property: 5 Meadowbrook Road, Newtown. Amount: $414,000. Filed June 5.

Disco, Alice A. and Louis Disco, Stratford. Seller: Toll CT Limited Partnership, Danbury. Property: 560 River Road, Unit 32, Shelton. Amount: $404,090. Filed June 1.

Germaine, Veronique, St. Laurelton, New York. Seller: Edythe E. Bosch, New Canaan. Property: Unit 151 in Rolling Ridge Condominium, Norwalk. Amount: $260,000. Filed June 8.

Coburn, Caitlin and Alexander M. Winsor, Wilton. Seller: Jerry L. Roberts and Sarah Roberts, Wilton. Property: 4 Pond Road, Wilton. Amount: $635,000. Filed June 6.

Dixcy, Thomas G., Newtown. Seller: Laurent Vernillet, Newtown. Property: 12 Arthurs Court, Newtown. Amount: $715,000. Filed June 8.

Gilhooly, Richard J., Darien. Seller: Goshen Mortgage REO LLC, Merien. Property: Lot 20, Map 2069, Ridgefield. Amount: $410,000. Filed June 4.

Collazo, Evelyn, Jose Collazo and Carlos Collazo, Atlanta, Georgia. Seller: Jose Collazo Decoz, Bridgeport. Property: 598 Goldenrod Ave., Bridgeport. For an unknown amount paid. Filed June 6.

Dkajra, Vantroig, Inna Dkajra and Boris Solovey, Ridgefield. Seller: Robert Dâ&#x20AC;&#x2122; Addario and Kimberly Korfanta, Fairfield. Property: 139 Pease Ave., Fairfield. Amount: $635,000. Filed June 4.

Giumarro, Mary, Danbury. Seller: Sheila Hughes, Ridgefield. Property: 3 Green Briar Lane, Ridgefield. Amount: $140,000. Filed June 7.

Collazo, Evelyn, Jose Collazo and Carlos Collazo, Bridgeport. Seller: Jose Collazo Decoz, Bridgeport. Property: 573-575 William St., Bridgeport. For an unknown amount paid. Filed June 6.

Donnelly, Anne G., Norwalk. Seller: Hope V. Sim, Norwalk. Property: 39 Orchard Hill Road, Norwalk. Amount: $810,000. Filed June 1.

Conlin, Karen E. and Joseph M. Conlin, Southington. Seller: Gary R. Michael Jr. and Katherine A. Michael, Newtown. Property: 1 Rooster Ridge Road, Newtown. Amount: $580,000. Filed June 7. Costanzo, Frances and Michael A. Costanzo, Hawthorne, New York. Seller: Josephine A. Frame, Ridgefield. Property: 53 Cedar Lane, Ridgefield. Amount: $830,000. Filed June 1. Crackett, Lorena and Richard Cammarano, Trumbull. Seller: 533-535 Gregory Street Realty LLC, Pelham, New York. Property: 533-535 Gregory St., Bridgeport. Amount: $231,750. Filed June 7.

JULY 9, 2018

Goldie-Morrison, Pamela L., Darien. Seller: David A. Ludwig, Norwalk. Property: Unit C of Rowayton Yacht Club, Norwalk. Amount: $11,500. Filed June 5.

Durham, Adele and David Center, Greenwich. Seller: Real Greenwich Company LLC, Greenwich. Property: 10 Lakeview Drive, Greenwich. Amount: $2.9 million. Filed June 11.

Goncalves, Rosalia N. and Francisco J. Goncalves, Newtown. Seller: American International Relocation Solutions LLC, Brookfield. Property: Parcel B, Map 2986, Newtown. Amount: $295,000. Filed June 1.

Ellis, William H. and John P. Broderick III, Westport. Seller: Gary Garrison, Truro, Massachusetts. Property: Hickory Hill Road, Westport. Amount: $790,000. Filed June 8.

Green, Patricia L. and William H. Green, Saugerties, New York. Seller: John Ball and Pamela Ball, Danbury. Property: 17 Valley Stream Drive, Danbury. For no consideration paid. Filed June 5.

Epstein, Wendy Howard, Westport. Seller: Robert B. Goldstein and Candy K. Goldstein, Westport. Property: 49 Turkey Hill Road South, Westport. Amount: $4 million. Filed June 8.

Greenwald, Jacquelyn, Westport. Seller: Seth O. Greenwald, Westport. Property: 16 Colonial Road, Westport. For no consideration paid. Filed June 7.

Fantini, Amy Marie and Marcus Kentta, Westport. Seller: James M. Prybylski, Westport. Property: Lot 11, Map 3574, Westport. Amount: $735,000. Filed June 1.

FCBJ

Griffin, Dia Barman and Leonard Clifton Griffin Jr., Greenwich. Seller: Timothy Peter Jones and Shelley Jones, Greenwich. Property: 2 Dartmouth Road, Greenwich. Amount: $2.2 million. Filed June 5.

Hattar, Robert, Yonkers, New York. Seller: Joseph Platano, Longboat Key, Florida. Property: Parcel C1 and Parcel Z, Map 6851, Danbury. Amount: $280,000. Filed June 6. Hayes, Michelle L. and Thomas Sean Cullen, Greenwich. Seller: Virginia L. Gwynn, Greenwich. Property: Lot 3, Map 5685, Greenwich. Amount: $1.5 million. Filed June 7. Heitsmith, William Douglas, Norwalk. Seller: Monica Nuncio-Jordan, Norwalk. Property: 16 Rockmeadow Road, Unit Y, Norwalk. Amount: $221,000. Filed June 4. Hollander, Michael and Siobhan Hollander, Ridgefield. Seller: Neil Rattan, Westport. Property: 112 Roseville Road, Westport. Amount: $709,000. Filed June 8. Jacob, Jessica and Keith Jacob, Wilton. Seller: David Franco and Lisa Franco, Wilton. Property: Map 1379, Wilton. Amount: $540,000. Filed May 31. Jajal, Trupti and Kalpeshkumar Brahmkshatriya, Danbury. Seller: Jose Carvalheiro and Christina Carvalheiro, Danbury. Property: 14 Indian Spring Road, Danbury. Amount: $600,000. Filed June 5. James, Stephanie K., Bridgeport. Seller: InSource East Properties Inc., Bridgeport. Property: 76 Valley Circle, Bridgeport. Amount: $163,200. Filed June 8. Jodan, Natalie and Robert Craig Jodan, Newtown. Seller: Lynda C. Russo, Newtown. Property: 37 Oak Ridge Drive, Newtown. Amount: $850,000. Filed June 4. Johnson, Vicki K., Greenwich. Seller: Philip A. Hastadt and Cynthia Hope Hatstadt, Greenwich. Property: 578 Riversville Road, Greenwich. For an unknown amount paid. Filed June 1.

Kaliaperumal, Vidhya Srinivasan and Omkumar Enkannathan, Stamford. Seller: Thomas Sturges Construction LLC, Ridgefield. Property: 1031 Stillwater Road, Stamford. For no consideration paid. Filed June 8. Kassam, Tiffany and Adil Kassam, Weston. Seller: Helge Jacobsen and Masooma Jacobsen, Weston. Property: 5 Fanton Hill Road, Weston. Amount: $1.3 million. Filed May 2. Kim, Diane H., Waterbury. Seller: Chase J. Smith and Margaret Mary Wolf, Shelton. Property: 65-66 Katherine Court, Shelton. Amount: $365,000. Filed June 1. Kirkup, Mackenzie and Stephen Kurkup, Brooklyn, New York. Seller: Jeffrey J. Klein and Stephanie J. Gaumer, Norwalk. Property: Unit 122 of Sunrise Hill Townhouses, Norwalk. Amount: $360,000. Filed June 4. Kochan, Kelly and Gary Rosenfeld, Danbury. Seller: Blansfield Builders Inc., Danbury. Property: 49A Middle River Road, Danbury. Amount: $949,920. Filed June 4. Konopka, Katarzyna and Michal Konopka, Stamford. Seller: Michael Mingione and Patricia F. Quartucio, Ridgefield. Property: 21 Silver Spring Road, Ridgefield. Amount: $655,000. Filed June 8. Kosstrin, Marcia, Stamford. Seller: Marcia Kosstrin, Stamford. Property: 43 Aquila Road, Stamford. For no consideration paid. Filed June 6. Lancer, Ashley and David Lancer, Westport. Seller: Philip Balatsos and Laury Balatsos, Easton. Property: 5D Gorham Ave., Westport. Amount: $1.4 million. Filed June 4. LaPak, Ryan, Stamford. Seller: Jennifer L. Farnell, Stamford. Property: 51 Hope St., Unit 17C, Stamford. Amount: $175,000. Filed June 8.

Lemle, Zachary, New York, New York. Seller: Towne Building & Development LLC, Weston. Property: 4 Ridge Lane, Weston. Amount: $1.6 million. Filed May 24. Lester, Jeanne and Matthew Giannattasio, Stamford. Seller: Albert T. Simeone, Henderson, North Carolina. Property: 12 Hoover Ave., Stamford. Amount: $417,000. Filed June 6. Lind, Kate E. and Robert P. Lind, Norwalk. Seller: Robert Craig Jodan and Natalie R. Jodan, Newtown. Property: 18 Marlin Road, Newtown. Amount: $521,000. Filed June 6. Lindo, Shameika and Venese Smith, Bridgeport. Seller: Patrick Valcourt and Andrea Valcourt, Bridgeport. Property: 1274 Lindley St., Bridgeport. Amount: $200,000. Filed June 6. Lira, Luciana M. and Alexandre B. Lira, Stamford. Seller: Grant L. Lineberry and Susan Sebastian Lineberry, Stamford. Property: Parcel B, Map 13219, Stamford. Amount: $736,750. Filed June 7. Lopes, Joelma, Bridgeport. Seller: Gheorghe M. Zichil, Fairfield. Property: 277 Robin St., Bridgeport. Amount: $250,000. Filed June 7. Lopez, Eduardo A. and Carlos F. Lopez, Stamford. Seller: U.S. Bank NA, Midvale, Utah. Property: 69 Cove Road, Apt. B9, Stamford. Amount: $145,000. Filed June 4. Lopez, Maria and Carlos Remache, Danbury. Seller: Europa Properties LLC, Danbury. Property: 19 Somers St., Unit B3, Danbury. Amount: $157,500. Filed June 7. Lyon, Matthew P., Wilton. Seller: Geoffrey S. Fila and Jennifer Faith Fila, Wilton. Property: Unit 52 of Village Walk Condominium, Wilton. Amount: $295,000. Filed May 30. Madden, Patricia and Nizamudin Bhayani, Westport. Seller: John T. Fifield and Sandra Haber Fifield, Westport. Property: Plot B, Map 642, Westport. Amount: $1.6 million. Filed June 5.

Facts & Figures Maloney, Christina M. and Robert E. Maloney, Fairfield. Seller: Mary Geiger Clayton, Fairfield. Property: 511 Redding Road, Fairfield. For an unknown amount paid. Filed June 4. Mann, Heather and Michael Mann, Weston. Seller: Amy Fisher, Weston. Property: 95 Davis Hill Road, Weston. Amount: $1.2 million. Filed May 21. Mara, Erica and Aidan P. Mara, Stratford. Seller: James Marne Pjura, Fairfield. Property: 1158 Mill Hill Road, Fairfield. Amount: $735,000. Filed June 4. Marchesi, Vincent Thomas, Guilford. Seller: Pamela B. Works, Norwalk. Property: 38 Nearwater Road, Norwalk. Amount: $3 million. Filed June 4. Marte, Yonny F. Sanchez, Danbury. Seller: Bonnie Jean Haeger and Richard Taylor, Danbury. Property: 5 Watson Drive, Danbury. Amount: $275,000. Filed June 5. Matselyukh, Yuriy and Olha Mohylnytska, Stamford. Seller: Glenn Marino and Lynne Boyles Marino, Wilton. Property: 42 Orchard Drive, Wilton. Amount: $855,000. Filed June 7. McSperrin, Alexandra Lynn and Michael Anthony Mitchell, Bridgeport. Seller: Joseph Formato, Bridgeport. Property: 634 Courtland Ave., Bridgeport. Amount: $270,000. Filed June 4. Mejias, Sandra L., Bridgeport. Seller: Christopher Galpin, West Haven. Property: 499 Peet St., Bridgeport. Amount: $175,000. Filed June 4. Miner, Doreen and Andrew Miner, Methuen, Massachusetts. Seller: Thomas F. Curtin and Constance R. O’Connell, Wilton. Property: 22 Tamarack Place, Wilton. Amount: $844,500. Filed May 31. Mitra, Kristi, Greenwich. Seller: Christiana Trust, Wilmington, Delaware. Property: Lot 12, Map 10003, Stamford. Amount: $441,000. Filed June 1. Modenese, Heather, Waterbury. Seller: Sarah Wilcox, Fairfield. Property: 3250 Fairfield Ave., Unit 118, Bridgeport. Amount: $160,000. Filed June 5. Moffett, Katelyn and Patrick Moffett, Norwalk. Seller: Lada Bukharina, New South Wales, Australia. Property: 12 Tulip Tree Lane, Norwalk. Amount: $700,000. Filed June 6. Moin, Rachael and Tanzeel Moin, Stamford. Seller: Shirley Chen, Stamford. Property: Unit 9, Map 4701, Stamford. Amount: $336,500. Filed June 14.

Molina, Gianna K. and Larry E. Molina, Norwalk. Seller: Elefterios Petridis, Fairfield. Property: 12 Carlin St., Norwalk. Amount: $480,000. Filed June 8.

Parejko, Erin J. and Thomas J. Parejko, Norwalk. Seller: Robert Cotaling, Westport. Property: 16 Cove Ave., Unit 1B, Norwalk. Amount: $223,000. Filed June 8.

Reynolds, Nicole, Greenwich. Seller: Mark Andrew Fritz, Los Gatos, California. Property: 25 Indian Harbor, Unit 7, Greenwich. Amount: $698,000. Filed June 1.

Santiago, Diana, Greenwich. Seller: Sachin Shah and Setul Pardanani, Greenwich. Property: 15 Canterbury Drive, Greenwich. Amount: $1.2 million. Filed June 6.

Trujillo, Kelly S. and Jason M. Trujillo, Wilton. Seller: Loren M. Meyer and Paige A. Ridley, Wilton. Property: 24 Spectacle Lane, Wilton. Amount: $903,000. Filed May 29.

Montague, Clinton Rostov, Weston. Seller: Renard C. Francois and Mary W. Francois, Weston. Property: Lot 12, Map 2004, Weston. Amount: $510,000. Filed May 3.

Pearson, Ivy H. and James T. Pearson III, Scituate, Massachusetts. Seller: Gary Julian Tamburri and Amy M. Mollica Tamburri, Newtown. Property: 13 Old Purdy Station Road, Newtown. Amount: $655,000. Filed June 4.

Richburg, Raven, Stratford. Seller: Christopher McBride, Bridgeport. Property: 2773 Fairfield Ave., Unit 5, Bridgeport. Amount: $110,000. Filed June 4.

Scalamogna, Samantha and Daniel Scalamogna, Greenwich. Seller: Scott D. Zwilling and Stacey H. Zwilling, Greenwich. Property: 70 Riverdale Ave., Unit 1002, Greenwich. Amount: $730,000. Filed June 5.

Unkles, Celina and Nicholas Unkles, Greenwich. Seller: Mia E. Wallack, Fairfield. Property: 47 Riverside Ave., Greenwich. Amount: $884,500. Filed June 6.

Moulton, Emily and Thomas C. Todoroff, Weston. Seller: MBMVest LLC, Weston. Property: 10 Hemlock Road, Weston. Amount: $1.8 million. Filed May 22. Mroz, Barbara and Justin Mroz, Stamford. Seller: Stanley Steinberg and Jenny L. Steinberg, Weston. Property: 11 October Drive, Weston. Amount: $595,000. Filed May 9. Nguyen, Anne and Thai Nguyen, Danbury. Seller: Jodie A. Gomez, Navarre, Florida. Property: 23 Franklin St., Unit 3, Danbury. Amount: $136,000. Filed June 4. Norwood, Monica, Alexander Fogel and Tara Norwood, Menlo Park, California. Seller: Brian F. Barnett and Kathleen A. Barnett, Fairfield. Property: 1681 Hillside Ave., Fairfield. Amount: $1.6 million. Filed June 4.

Peluso, Joyce, Stamford. Seller: Paul Ferreira and Heide M. Moeller, Stamford. Property: 202 Soundview Ave., Unit 22, Stamford. Amount: $385,000. Filed June 6. Pena, Belgica M. Cruz and Victor A. Cruz Pena, Bronx, New York. Seller: Tysha C. Smith, Bridgeport. Property: 191 Horace St., Bridgeport. Amount: $139,900. Filed June 6. Pena, Lorenzo, Bridgeport. Seller: Douglas Oliveira, Boca Raton, Florida. Property: Lots 10 and 11, Map of Goldenrod Ave., Bridgeport. Amount: $260,000. Filed June 8. Pilchard, Kirstin Marion, Newtown. Seller: 42 Taunton Lake Drive LLC, Newtown. Property: 42 Taunton Lake Drive, Newtown. Amount: $689,649. Filed June 6.

Nowak, Kristi and Ryan Tanner, Danbury. Seller: Haley G. Koch and Christopher M. Perry, Newtown. Property: 5 Indian Ave., Danbury. Amount: $260,000. Filed June 4.

Pinzon, Eimar, Monroe. Seller: Faith Hour Ministries LLC, Bridgeport. Property: 166 Hollister Ave., Bridgeport. Amount: $71,000. Filed June 11.

Nuculovic, Diella and Jessica Nuculovic, Thronwood, New York. Seller: Eldorado Properties East Inc., Greenwich. Property: 274 Valley Road, Greenwich. Amount: $1.2 million. Filed June 1.

Placide, Marie S. and Fabiola Placide, Stamford. Seller: Cheryl B. Jones, Bridgeport. Property: 362 Priscilla St., Bridgeport. Amount: $200,000. Filed June 8.

Oades, Shanleigh Sheelagh and Matthew Oades, Westport. Seller: Eymard Chitty and Madhurya Chitty, Easton. Property: Plot G, Map 3227, Westport. Amount: $2.1 million. Filed June 1. Ochoa, Lina M., Norwalk. Seller: Heather Beres, Norwalk. Property: 190 Newtown Ave., Norwalk. Amount: $457,000. Filed June 7. O’Keefe, Melissa F. and Richard J. O’Keefe, Stamford. Seller: Michael W. McCormick and Mary T. McCormick, Ridgefield. Property: 29 Bear Mountain Road, Ridgefield. Amount: $548,000. Filed June 4. Olmo, George, Norwalk. Seller: Caroline Olmo, Norwalk. Property: 6 Bow End Road, Norwalk. For no consideration paid. Filed June 4. Paolella, Kristin M. and Garrett Paolella, Fairfield. Seller: Trofa Enterprises LLC, Fairfield. Property: 561-563 Oldfield Road Condominium, Unit A, Fairfield. Amount: $755,000. Filed June 4.

Pleines, Kathryn B. and Kevin P. Pleines, Fairfield. Seller: Suzanne Caruso, Fairfield. Property: 249 Mill River Road, Fairfield. Amount: $653,000. Filed June 4. Quilty, Marc, Ridgefield. Seller: Craig T. McGee and Stacey Barnard McGee, Ridgefield. Property: 1-2 Quarry Corner, Ridgefield. Amount: $325,000. Filed June 4. Ragsdale, Emily M., Greenwich. Seller: Robert G. Nichols and Carole O. Nichols, Naples, Florida. Property: 20 Church St., Unit A-14, Greenwich. Amount: $860,000. Filed June 1. Rahbardar, Farahnaz Ghassmzadeh, Danbury. Seller: Jennifer Lindsay Boumil, Hollis, N.H. Property: 166 Old Brookfield Road, Unit 25A2, Danbury. Amount: $134,500. Filed June 5. Regner, Susan C. and Edward J. Regner, Danbury. Seller: Joseph W. Biondo and Pamela Biondo, Rye Brook, New York. Property: 16 Hayestown Road, Unit 4106, Danbury. Amount: $525,000. Filed June 4.

Ring, Jamie and Toby Ring, Bronx, New York. Seller: Doniel B. Perl and Leah F. Perl, Stamford. Property: Parcel B, Map 13185, Stamford. Amount: $600,000. Filed June 4. Roberto, Marc, Trumbull. Seller: Sandra D. McLeod, Bridgeport. Property: 60 Daniel Drive, Bridgeport. Amount: $240,000. Filed June 12. Rodiles, Amanda and Eduardo Rodiles, New Rochelle, New York. Seller: Carlos Coto and Nazira Coto, Norwalk. Property: 79 Creeping Hemlock Drive, Norwalk. Amount: $406,000. Filed June 7. Rodriguez, Carlos and Walter Nugra, Danbury. Seller: James J. Quish Jr. and Sharon C. Quish, Danbury. Property: 19 Spruce Mountain Road, Danbury. For an unknown amount paid. Filed June 7. Rong, Yu, Great Neck, New York. Seller: Mary Nagy, Stamford. Property: 87 Glenbrook Road, Unit 2F, Stamford. Amount: $171,000. Filed June 5. Rosado-Marin, Jocelyn and Dakota Bryant, Bridgeport. Seller: Nicoletta Roach, Shelton. Property: 212 Nutmeg Road, Bridgeport. Amount: $165,000. Filed June 6. Rosen, Christina M., Weston. Seller: Nathan C. Rosen, Weston. Property: 11 Cartbridge Road, Weston. For no consideration paid. Filed May 14. Rosen, Christina M., Weston. Seller: Christina M. Rosen, Weston. Property: 11 Cartbridge Road, Weston. For no consideration paid. Filed May 24. Rowe, Katie and Daniel Rowe, Nyack, New York. Seller: Mary Ellen Pirozzoli, Ridgefield. Property: 450 Old Sib Road, Ridgefield. Amount: $665,000. Filed June 4. Rusciano, Valerie, New Rochelle, New York. Seller: Susan S. Weinman, Stamford. Property: 77 Havemeyer Lane, Unit 1, Stamford. Amount: $1 million. Filed June 11. Salto, Victor Del, Brookfield. Seller: Secretary of Housing and Urban Development, Washington, D.C. Property: 4-8 Montgomery St., Danbury. Amount: $270,000. Filed June 4.

Scanlan, Jennifer C. and Jason C. Scanlan, Stamford. Seller: Gregory C. Sinnott and Janet L. Sinnott, Wilton. Property: Lot 9, Map 4672, Wilton. Amount: $775,000. Filed June 5. Scanlon, Christine M. and Brendan T. Scanlon, Westport. Seller: Alexander F. Van Dijk and Laura Rachel Van Dijk, Westport. Property: Parcel A, Map 7275, Westport. Amount: $1.3 million. Filed June 1. Shakibnia, Emily Birchfield and Alexander A. Shakibnia, Westport. Seller: Lori R. Price, Westport. Property: 8 River Knoll, Westport. Amount: $1.3 million. Filed June 8. Shapiro, Ronen and Bee-Shyuan Shapiro, Greenwich. Seller: Marilyn A. Tanner, Greenwich. Property: 7 Park Ave., Greenwich. Amount: $1.5 million. Filed June 8. Soto, Paula and Vasilios Peter Shakos, Westport. Seller: Allan A. Siegert and Lauren C. Siegert, Westport. Property: Lot 24, Map 4445, Westport. Amount: $1.1 million. Filed June 4. Stanton, Jennie O. and Zachary S. Stanton, Norwalk. Seller: Erik Rambusch and Nancy Jo Rambusch, Darien. Property: 73 Highland Ave., Norwalk. Amount: $815,000. Filed June 4. Stockman, Steven, Weston. Seller: Steven Stockman, Weston. Property: 80 Valley Forge Road, Weston. For an unknown amount paid. Filed May 7. Subietsa, Anthony and Ralph Frickel, Wilton. Seller: Alexander P. Perfido and Kristi Brunfeld-Perfido, Wilton. Property: Lot 1, Map 3174, Wilton. Amount: $455,000. Filed June 4. Theise, Rachelle S. and Peter H. Laurelli, New York, New York. Seller: Amy L. Wirtanen, Norwalk. Property: Lot 2, Map 176, Norwalk. Amount: $675,000. Filed June 6. Tomkiv, Roman, Stamford. Seller: Wilmington Savings Fund Society, Houston, Texas. Property: 80 Houston Terrace, Stamford. Amount: $435,000. Filed June 11. Toomey, Sofia V. and Ryan J. Roomey, Westport. Seller: Bevin P. Erickson and Burt D. Erickson, Westport. Property: 9 Sycamore Drive, Westport. Amount: $1.2 million. Filed June 11.

FCBJ

Victoria, Kimberly A., Bridgeport. Seller: Joli Victoria, Bridgeport. Property: 85 Quinsey St., Bridgeport. Amount: $175,000. Filed June 12. Vieux, Vanessa Victoria, New Rochelle, New York. Seller: Carl H. Lemke, Denver, N.C. Property: 117 and 121 Park Ave., Danbury. Amount: $242,500. Filed June 4. Waack, Mary Ellen and Stuart C. Waack, Norwalk. Seller: Robert M. Auerbach, Norwalk. Property: 119 Gregory Blvd., Units 45 and 14A, Norwalk. For an unknown amount paid. Filed June 5. Watts, Kristin A. and Nicholas D. Gabriel, Greenwich. Seller: Brandon C. Young and Anne E. Q. Young, Greenwich. Property: 50 Lafayette Place, Unit 40-A, Greenwich. Amount: $415,000. Filed June 8. Williams, Chelsea E. and Jonathan D. Williams, Norwalk. Seller: John Woodbyrne and Cynthia Woodbyrne, Norwalk. Property: 27 Chipmunk Lane, Norwalk. Amount: $590,000. Filed June 1. Yamin, Raymond P., Danbury. Seller: Linda A. Lamparelli, Danbury. Property: 27 Crows Nest Lane, Unit 18A, Danbury. Amount: $165,000. Filed June 5. Yang, Jun and Robert Ong Chen, Stamford. Seller: Saad Inc., Fairfield. Property: 58 Eastfield Terrace, Fairfield. Amount: $580,000. Filed June 4. Zenruffinen, Reva and Joseph M. Zenruffinen, Stamford. Seller: Revisson Bonfim and Evelina Bonfim, Norwalk. Property: 14 Newtown Terrace, Norwalk. Amount: $635,000. Filed June 1. Zerella, Joseph, Fairfield. Seller: Burton E. Hilton and Celeste A. Hilton, Fairfield. Property: 3791 Congress St., Fairfield. Amount: $1.6 million. Filed June 4. Ziman, Sandra, Stamford. Seller: Timothy V. Farrey and Cheryl V. Farrey, Wilton. Property: 47 Fawn Ridge, Wilton. Amount: $419,000. Filed June 6. Zwilling, Stacey H. and Scott D. Zwilling, Greenwich. Seller: Traditional Building & Design LLC, Darien. Property: 7 Carriage Road, Greenwich. Amount: $2.4 million. Filed June 5.

JULY 9, 2018

Facts & Figures FORECLOSURES Cardona, Elizabeth, et al. Creditor: The Bank of New York Mellon, New York, New York. Property: 33 High St., Greenwich. Mortgage default. Filed June 11. Ebron, Rebia, et al. Creditor: Deutsche Bank National Trust Co., Salt Lake City, Utah. Property: 682 Shelton Ave., Bridgeport. Mortgage default. Filed June 11. Ehrlich, Richard S., et al. Creditor: Wells Fargo Bank NA, Frederick, Maryland. Property: 61 Hilltop Drive, Fairfield. Mortgage default. Filed June 5. Felton, Wanda O., et al. Creditor: The Bank of New York Mellon, New York, New York. Property: 1190 Iranistan Ave., Bridgeport. Mortgage default. Filed June 6. Fields, James L., et al. Creditor: Shellpoint Mortgage Servicing, Greenville, South Carolina. Property: 18 Prospect Ave., Apt. A13, Norwalk. Delinquent common charges. Filed June 6. Gatt, Meghan M. and Peter G. Gatt, et al. Creditor: Wells Fargo Bank NA, Frederick, Maryland. Property: 26 Thomes St., Norwalk. Mortgage default. Filed June 5. Kelly, Clive, et al. Creditor: Deutsche Bank National Trust Co., Salt Lake City, Utah. Property: 45 Soundview Ave., Unit 47, Stamford. Delinquent common charges. Filed June 4. Lim, Houth, et al. Creditor: Wells Fargo Bank NA, Frederick, Maryland. Property: 1174 Capitol Ave., Bridgeport. Mortgage default. Filed June 11. Maguez, Elias, Creditor: Wells Fargo Bank NA, Frederick, Maryland. Property: 216 Shelton St., Bridgeport. Mortgage default. Filed June 11. Marcus, Adrian M., et al. Creditor: Bank of America NA, Coppell, Texas. Property: 44 Riverside Ave., Greenwich. Mortgage default. Filed June 5. Torres, Daisy J., et al. Creditor: Wilmington Savings Fund Society, Wilmington, Delaware. Property: 399 Atlantic St., Bridgeport. Mortgage default. Filed June 7.

JUDGMENTS Antonetz, Michael, Fairfield. $1,389 in favor of L.H. Gault & Son Inc., Westport, by Law Office of Philip H. Monagan, Waterbury. Property: 1314 Mill Plain Road, Fairfield. Filed June 8.

JULY 9, 2018

Csati, Csaba, Fairfield. $45,148 in favor of Hartford Underwriters Insurance Co., East Hartford, by Joel M. Jolles, Hamden. Property: 54 Sterling St., Fairfield. Filed June 7. Dokmak, Manal, Fairfield. $9,508 in favor of Norwalk Hospital Association, Norwalk, by Lovejoy and Rimer PC, Norwalk. Property: 376 Quincy St., Fairfield. Filed June 4. Lintell, Michael L., Weston. $12,297 in favor of Midland Funding LLC, San Diego, California, by London & London, Newington. Property: 4 Kettle Creek Road, Weston. Filed May 18. Patterson, Brian, et al., Norwalk. $4,002 in favor of Norwalk Hospital Association, Norwalk, by Lovejoy and Rimer PC, Norwalk. Property: 28 Deerwood Manor, Norwalk. Filed June 7. Rebo, Jane E. and John M. Rebo, Wilton. $15,000 in favor of the town of Wilton, by Berchem Moses PC, Westport. Property: 118 Cherry Lane, Wilton. Filed May 30. Swim Seventy LLC, et al., Fairfield. $590,000 in favor of Phil Clark, Newtown, by Kennedy Doyle LLC, Rocky Hill. Property: 254 Colonial Drive, Fairfield. Filed June 5.

LEASES Corepoint TRS LLC, by David Bradtke. Landlord: CPLG Portfolio East LLC, Irving, Texas. Property: Map 9455, Stamford. Term: 5 years, commenced May 30, 2018. Filed June 4.

LIENS FEDERAL TAX LIENS-FILED Alexande, Margot L. and Joseph E. Meehan, 14 Cedarwood Drive, Greenwich. $29,346, a tax debt on income earned. Filed June 5. Blackburn-Lowry, R. and William Lowry, 3 Ledge Road, Greenwich. $145,116, a tax debt on income earned. Filed June 5. Blanchard, Patt and Suhail R. Rizvi, 13765 Fairlane Court, Fairfield. $16.8 million, a tax debt on income earned. Filed June 5. Bud, Lynn S. and Michael S. Bud, 32 Grays Farm Road, Weston. $72,986, a tax debt on income earned. Filed May 29. Deep Intelligence Holdings Ltd., 8 Wyckham Hill Lane, Greenwich. $57,443, corporate income taxes. Filed June 5.

FCBJ

Forero, Anyely and Edilson Forero, 24 Tannery Lane North, Weston. $25,860, a tax debt on income earned. Filed May 29.

FEDERAL TAX LIENSRELEASED

Furlong, Orval, 845 Kings Highway West, Fairfield. $77,036, a tax debt on income earned. Filed June 5.

Espada, Pedro G., 1180 Merritt St., Fairfield. $20,279, a tax debt on income earned. Filed June 5.

Greenberger, Harris A., 1 Three Seasons Court, Norwalk. $132,704, a tax debt on income earned. Filed June 5.

Glidden, Susan C. and R. Mark Glidden, 49 Larbert Road, Fairfield. $53,772, a tax debt on income earned. Filed June 5.

Jamroga, Ronald, 47 Godfrey Road West, Weston. $93,283, a tax debt on income earned. Filed May 21.

Glidden, Susan C. and R. Mark Glidden, 49 Larbert Road, Fairfield. $17,206, a tax debt on income earned. Filed June 5.

Jaques, Belinda J., 14 Saint Marys Lane, Norwalk. $2,879, a tax debt on income earned. Filed June 5.

Glidden, Susan C. and R. Mark Glidden, 49 Larbert Road, Fairfield. $18,249, a tax debt on income earned. Filed June 5.

Keating, Paul J., 1464 Melville Ave., Fairfield. $62,514, a tax debt on income earned. Filed June 5. Lee, Lisa M. and John Dupree, 1 Craigmoor Terrace, Danbury. $10,629, a tax debt on income earned. Filed June 7. Loughran, Joseph, 113 Webbs Hill Road, Stamford. $4,282, a tax debt on income earned. Filed June 4. McDermott Paint & Wallpaper Inc., 35 Spring St., Greenwich. $3,312, quarterly payroll taxes. Filed June 5. Miller, Lisa A., 25 River Road, Apt. 8005, Wilton. $76,187, a tax debt on income earned. Filed June 6. Pane, Diane and Andrew Pane, 254 Woodside Circle, Fairfield. $26,047, a tax debt on income earned. Filed June 5. Rosenbaum, Amy and David J. Bauman, 1455 Washington Blvd., Apt. 301, Stamford. $5,278, a tax debt on income earned. Filed June 4. Southern, Christopher W., 179 Lyons Plain Road, Weston. $34,893, a tax debt on income earned. Filed May 1. Sova, John C., 601 Elm St., Fairfield. $103,289, a tax debt on income earned. Filed June 5. Valentino, Susan and Scott Hersey, 17 Davis Hill Road, Weston. $34,982, a tax debt on income earned. Filed June 4. Whalesback Holdings LLC, 4 Laurel Lane, Wilton. $53,232, quarterly payroll taxes and payroll taxes. Filed May 29. Yang, Myra and Jay Yang, P.O.Box 683, Wilton. $63,432, a tax debt on income earned. Filed May 29.

Glidden, Susan C. and R. Mark Glidden, 49 Larbert Road, Fairfield. $10,731, a tax debt on income earned. Filed June 5. Guerrera, Rosanne, 24 Hibiscus St., Fairfield. $17,799, a tax debt on income earned. Filed June 5. Keegan, Monica A. and Joseph M. Keegan, 12 Blakeman Drive, Monroe. $8,334, a tax debt on income earned. Filed June 5. Marini, Renate and Angelo Marini, 45 Mount Nebo Road, Newtown. $27,835, a tax debt on income earned. Filed June 5.

MECHANIC’S LIENS-FILED 169 Milbank Avenue Owners LLC, Greenwich. Filed by Jaccarino Construction LLC, West Redding, by Michael Datin. Property: 169 Milbank Ave., Greenwich. Amount: $10,584. Filed June 6. Aquarion Water Company of Connecticut, Greenwich. Filed by New England Service & Controls LLC, Moosup, by Gene Franz. Property: 10 DeKraft Road, Greenwich. Amount: $9,538. Filed June 6. Julian Enterprises Inc., Fairfield. Filed by Environmental Control Inc., Stratford, by Christopher Douglas. Property: 418 Meadow St., Fairfield. Amount: $29,467. Filed June 7. Stamford Phase Four JV LLC, Stamford. Filed by ACProducts Inc., Colony, Texas, by Stefanie Sanchez. Property: Phase Four Unit in The Trinity as Stamford PSW Condominium, Stamford. Amount: $315,293. Filed June 8. Weiss III, Leslie D. and William Weiss, Weston. Filed by Brian Connors & Company LLC, by Brian Connors. Property: 99 Eleven O’Clock Road, Weston. Amount: $188,555. Filed May 1.

MECHANIC’S LIENS-RELEASED Foley, Matthew K., Wilton. Released by Paul Davis Resoration of Fairfield & Westchester, by Edward Nardella. Property: 40 Warneke Road, Wilton. Amount: $142,243. Filed June 1. Riker, Ronnie and Richard Riker, Westport. Released by Lee Horticultural Services Ltd., Wilton, by Nicholas F. Lee. Property: 244 Greens Farm Road, Westport. Amount: $3,358. Filed June 4.

LIS PENDENS 363 Pequot LLC, et al., Fairfield. Filed by O’Connell, Attmore & Morris LLC, Hartford, for Bayview Loan Servicing LLC, Coral Gables, Florida. Property: 363 Pequot Ave., Fairfield. Action: to foreclose on a delinquent mortgage in the original principal amount of $850,000, dated September 2007. Filed June 6. Angi, James M., et al., Ridgefield. Filed by The Witherspoon Law Offices, Farmington, for Wells Fargo Bank NA, Frederick, Maryland. Property: 66 Keeler Drive, Ridgefield. Action: to foreclose on a delinquent mortgage in the original principal amount of $417,000, dated November 2007. Filed June 8. Blake, Gloria, et al., Bridgeport. Filed by Bendett and McHugh PC, Farmington, for U.S. Bank NA, Salt Lake City, Utah. Property: 437 Beechwood Ave., Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $280,000, dated April 2006. Filed May 29. Bohin, Dawn, et al., Weston. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for CIT Bank NA. Property: 17 Deepwood Road, Weston. Action: to foreclose on a delinquent mortgage in the original principal amount of $544,185, dated August 2006. Filed May 6. Colford Jr., James P., et al., Trumbull. Filed by Bendett and McHugh PC, Farmington, for Sterling National Bank, Astoria, New York. Property: 42 Skating Pond Road, Trumbull. Action: to foreclose on a delinquent mortgage in the original principal amount of $293,000, dated March 2003. Filed May 30.

Forti, Dawn M., Bridgeport. Filed by Marinosci Law Group PC, Warwick, Rhode Island, for Lakeview Loan Servicing LLC, Coral Gables, Florida. Property: Lots 92 and 93, Foster Square, Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $251,437, dated October 2013. Filed June 5.

Guglielmo, Anthony M., et al., Newtown. Filed by Bendett and McHugh PC, Farmington, for HSBC Bank USA NA, Buffalo, New York. Property: 293 Guinea Road, Newtown. Action: to foreclose on a delinquent mortgage in the original principal amount of $218,400, dated January 2003. Filed June 4. Hazell, Diane, et al., Bridgeport. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for Ditech Financial LLC, Tampa, Florida. Property: 95 Overland Ave., Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $290,700, dated July 2007. Filed June 7. Heredia, Michael A., et al., Fairfield. Filed by Leopold & Associates PLLC, Stamford, for Deutsche Bank National Trust Co., Salt Lake City, Utah. Property: 258 Farmington Ave., Fairfield. Action: to foreclose on a delinquent mortgage in the original principal amount of $413,000, dated June 2018. Filed June 4. Hunt, John F., Danbury. Filed by Marinosci Law Group PC, Warwick, Rhode Island, for Bank of America NA, Charlotte, North Carolina. Property: Lot 47, Map 4045, Danbury. Action: to foreclose on a delinquent mortgage in the original principal amount of $100,000, dated March 2007. Filed June 5. Iger, Kathleen Susan, et al., Fairfield. Filed by Ganim, Ganim & Ganim PC, Bridgeport, for Stepney LLC, Bridgeport. Property: 981 Fairfield Beach Road, Fairfield. Action: to remove the encroaching sections of the defendant’s fence on the plaintiff’s property. Filed June 7. Jerrild, Carsten, et al., Fairfield. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for Deutsche Bank National Trust Co., Salt Lake City, Utah. Property: 130 Doreen Drive, Fairfield. Action: to foreclose on a delinquent mortgage in the original principal amount of $47,000, dated November 2005. Filed June 4. Joyner, Bennie, Bridgeport. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for M&T Bank, Buffalo, New York. Property: 91 Serpentine Drive, Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $207,094, dated March 2015. Filed June 7. Juarez, Miguel A., et al., Stamford. Filed by Bendett and McHugh PC, Farmington, for Bank of America NA, Charlotte, North Carolina. Property: 26 Richmond Place, Stamford. Action: to foreclose on a delinquent mortgage in the original principal amount of $200,000, dated April 2007. Filed June 4.

Facts & Figures Kelakos, George M., et al., Greenwich. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for U.S. Bank NA, Salt Lake City, Utah. Property: Unit 9 of Greenwich Terrace Condominium, Greenwich. Action: to foreclose on a condominium lien for delinquent common charges and assessments and take immediate possession of the premises. Filed June 6. Kelly, Carol, et al., Bridgeport. Filed by Bendett and McHugh PC, Farmington, for Wells Fargo Bank NA, Frederick, Maryland. Property: 220 Quarry St., Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $131,572, dated March 2015. Filed June 6. Martinez, Jairo J., et al., Bridgeport. Filed by Kapusta, Otzel & Averaimo, Milford, for U.S. Bank NA, Salt Lake City, Utah. Property: 84-86 Tom Thumb St., Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $288,000, dated May 2006. Filed June 11. Melton, Theresa A., et al., Bridgeport. Filed by Glass & Braus LLC, Fairfield, for U.S. Bank NA, Salt Lake City, Utah. Property: 1006 Reservoir Ave., Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $288,800, dated November 2004. Filed June 11. Morales, America, et al., Bridgeport. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for U.S. Bank NA, Salt Lake City, Utah. Property: 298 Rosewood Place, Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $215,000, dated September 2005. Filed June 7. Mukta, Jobiada, et al., Bridgeport. Filed by The Law Office of Juda J. Epstein, Bridgeport, for Cazenovia Creek Funding I LLC. Property: 221 Huntington Road, Unit A, Bridgeport. Action: to foreclose on tax liens levied against the owner by the city of Bridgeport and take immediate possession of the premises. Filed June 6. O’Leary, Sheila, et al., Norwalk. Filed by Griffin, Griffing & Mayo PC, Waterbury, for Webster Bank NA, Waterbury. Property: 78 Devils Garden Road, Norwalk. Action: to foreclose on a delinquent mortgage in the original principal amount of $100,000, dated May 2006. Filed June 4. Piels, Barry Y., et al., Westport. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for Ocwen Loan Servicing LLC, Coral Gables, Florida. Property: 44 Whitney Glen, Westport. Action: to foreclose on a delinquent mortgage in the original principal amount of $420,000, dated September 2013. Filed June 4.

Riordan, Carol R., et al., Stamford. Filed by Goldman Gruder & Woods LLC, Norwalk, for Irene Fischl. Property: 276 Cedarwood Road, Stamford. Action: to obtain a declaratory judgment as to the location and width of the plaintiff’s easement. Filed June 8. Sorbera, Paul, Greenwich. Filed by Seth B. Benedict, Stamford, for The River Club Inc. Property: Unit F-1 of The River Club, Greenwich. Action: to foreclose on a condominium lien for delinquent common charges and assessments and take immediate possession of the premises. Filed June 6. Taveras, Maria and Yamil Taveras, et al., Stamford. Filed by Ackerly & Ward, Stamford, for the Stamford Water Pollution Control Authority, Stamford. Property: 771 Atlantic St., Stamford. Action: to foreclose on a sewer-use lien for nonpayment of sewer-use fees and take immediate possession of the premises. Filed June 11. Taylor, Catherine and James Taylor, Fairfield. Filed by Glass & Braus LLC, Fairfield, for Deutsche Bank National Trust Co., Salt Lake City, Utah. Property: 54 Catamount Road, Fairfield. Action: to foreclose on a delinquent mortgage in the original principal amount of $562,500, dated November 2004. Filed June 5. Thompson, Jennifer, Bridgeport. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for Ditech Financial LLC, Tampa, Florida. Property: 453 Amsterdam Ave., Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $256,000, dated December 2006. Filed June 7. Tomlinson, Dianne L., et al., Bridgeport. Filed by Bendett and McHugh PC, Farmington, for Wells Fargo Bank NA, Frederick, Maryland. Property: Bayberry Lane, Bridgeport. Action: to foreclose on a delinquent mortgage in the original principal amount of $238,500, dated September 2005. Filed June 6. Wasylean, Mary Jane, et al., Danbury. Filed by Bendett and McHugh PC, Farmington, for Nationstar Mortgage LLC, Coral Gables, Florida. Property: 191 Franklin Street Extension, Danbury. Action: to foreclose on a delinquent mortgage in the original principal amount of $219,000, dated October 2007. Filed June 7. Winter, John Keyes, et al., Weston. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for Deutsche Bank National Trust Co., Salt Lake City, Utah. Property: 14 Indian Valley Road, Weston. Action: to foreclose on a delinquent mortgage in the original principal amount of $602,000, dated May 2004. Filed May 7.

Young, Kenneth M., et al., Westport. Filed by McCalla Raymer Leibert Pierce LLC, Hartford, for JPMorgan Chase Bank NA, Columbus, Ohio. Property: 3 Norport Drive, Westport. Action: to foreclose on a delinquent mortgage in the original principal amount of $1.5 million, dated January 2007. Filed June 6.

MORTGAGES

OB Christy LLC, Bronx, New York, by Owen Barrett. Lender: York Capital Management LLC, Long Island City, New York. Property: 60 Woodward Ave., Norwalk. Amount: $230,500. Filed June 7. Pirate LLC, Norwalk, by Iwona J. Bartosiewicz. Lender: Stormfield Capital Funding I LLC, Southport. Property: 7 Wall St., Norwalk. Amount: $250,000. Filed June 7.

129 Glover Avenue LLC, by Carl R. Kuehner III. Lender: A10 Capital LLC. Property: 129 Glover Ave., Norwalk. Amount: $7.1 million. Filed June 4.

Stelladora LLC, Bronx, New York, by Owen Barrett. Lender: York Capital Management LLC, Long Island City, New York. Property: 80 Cartright St., Unit 7M, Bridgeport. Amount: $230,500. Filed June 7.

1611 Barnum Ave. LLC, Bridgeport, by Robert Pierce. Lender: Velocity Commercial Capital LLC, Westlake Village, California. Property: 1603-1617 Barnum Ave., Bridgeport. Amount: $135,000. Filed June 7.

TMR Realty Newtown LLC, Newtown, by Nicholas Walters. Lender: Celtic Bank Corp., Salt Lake City, Utah. Property: 1 Simm Lane, Newtown. Amount: $1.3 million. Filed June 6.

230 East Avenue LLC, Norwalk, by Clayton H. Fowler. Lender: Webster Banki NA, Hartford. Property: 230 East Ave., and 3 and 10 Rowan St., Norwalk. Amount: $48.8 million. Filed June 6. 25 Sylvan Road South LLC, by Harold H. Fischel. Lender: Wells Fargo Bank NA, Greenwich. Property: 25 Sylvan Road South, Westport. Amount: $6.3 million. Filed June 4. 29 Treadwell Ave. Investors LLC, Greenwich, by Howard Winklevoss. Lender: AGW Associates LLC, Greenwich. Property: 29 Treadwell Ave., Westport. Amount: $1 million. Filed May 30. 40 Highland Road Westport LLC, Milford, by Scott Timothy Penner. Lender: D A C Retail LLC, Dallas, Texas. Property: 40 Highland Road, Westport. Amount: $702,000. Filed May 29. 49 Midwood LLC, New Canaan, by Judith A. Larson. Lender: The Savings Bank of Danbury, Danbury. Property: 49 Midwood Road, Greenwich. Amount: $6.4 million. Filed June 5. Crown Point LLC, Bethel, by Helder Domingues. Lender: Patch of Land Lending LLC, Sherman Oaks, California. Property: Grandview Avenue, Danbury. Amount: $192,000. Filed June 8. Fairfield Theatres LLC, Fairfield, by Paula J. Keburgh. Lender: Wells Fargo Bank NA, Greenwich. Property: 40 Black Rock Turnpike, Fairfield. Amount: $375,000. Filed June 8. Newtown Landlord CT LLC, Farmington, by Lawrence G. Santilli. Lender: Webster Banki NA, Hartford. Property: 139 and 149 Toddy Hill Road, Newtown. Amount: $32.3 million. Filed June 5.

NEW BUSINESSES Affordable Gutters Solutions, 43 Harmony St., Bridgeport 06606, c/o Leonel Diaz. Filed June 7. Arian’s Construction, 509 Birmingham St., Bridgeport 06606, c/o Bozana Mican. Filed June 8. C&V Landscaping LLC, 52 Taylor Ave., Apt. 1, Norwalk 06854, c/o Cesar Valdovinos. Filed June 5. Candlewood Cuts, 11 Scuppo Road, Unit 602, Danbury 06811, c/o Chase Nalley. Filed June 5. Carlos R. Landscaping, 147 W. Cedar St., Norwalk 06854, c/o Carlos Rincon. Filed June 4. Charmios, 32 Church Hill Road, Unit 102, Newtown 06470, c/o Yvonne Schapiro. Filed June 8. Ed’s Flavor Fusion Catering LLC, 294 Strawberry Hill Ave., Norwalk 06851, c/o Edgar Roldan. Filed June 8. EL Quet Zal, 40 Woodward Ave., Norwalk 06854, c/o Carlos Gomez. Filed June 6. Fernando Handyman Services, 87 Woodward Ave., Norwalk 06854, c/o Fernando Garcia. Filed June 6. KGD Press, 597 Westport Ave., Apt. C-469, Norwalk 06851, c/o Steven Weintraub LLC. Filed June 5. Orphan Barrel Whiskey Co., 801 Main Ave., Norwalk 06851, c/o Diego Americas Supply Inc. Filed June 5. Quigley Tree & Land, 12 Chuck Wagon Lane, Danbury 06810, c/o Mark Quigley. Filed June 5.

Rolling Meadow Nursery, 42 Black Bridge Road, Newtown 06470, c/o Barry K. Bonin. Filed June 4. School of Rock, 1154 E. Putnam Ave., Greenwich 06830, c/o Kenrock LLC. Filed June 5. Supercuts, 35 Danbury Road, Wilton 06897, c/o Helen Licata. Filed May 25. Time Servers Marketing Service, 60 Ferris Ave., Norwalk 06854, c/o Israel Palacio. Filed June 6. TSS Engineers, 23 Rockmeadow Road, Norwalk 06854, c/o Bassam Rimawi. Filed June 6. US Carting and Junk, 37 S. Water St., Suite 3, Greenwich 06830, c/o Pawel Kazimierez Urbanik. Filed June 8.

PATENTS Collision avoidance signaling from mobile devices. Patent no. 10,015,635 issued to James E. Bostick, Cedar Park, Texas; Paul Alexander Raphael Frank, Berlin, Germany; John M. Ganci Jr., Cary, North Carolina; and Martin G. Keen, Cary, North Carolina. Assigned to Xerox Corp., Norwalk. Context based enablement of beacon devices. Patent no. 10,015,633 issued to Jeremy A. Greenberger, Raleigh, North Carolina. Assigned to Xerox Corp., Norwalk. Cross-process computer telephony integration (CTI) client. Patent no. 10,015,317 issued to Kevin V. Crouthamel, Longmont, Colorado. Assigned to Xerox Corp., Norwalk. Determining network security policies during data center migration and detecting security violation. Patent no. 10,015,197 issued to Kun Bai, Hartsdale, New York; Jinho Hwang, Ossining, New York; Jill L. Jermyn, New York, New York; Harigovind V. Ramasamy, Ossining, New York; and Maja Vukovic, New York, New York. Assigned to Xerox Corp., Norwalk.

Enhanced storage clients. Patent no. 10,015,274 issued to Arun K. Iyengar, Yorktown Heights, New York. Assigned to Xerox Corp., Norwalk. Forecasting and classifying cyber-attacks using crossover neural embeddings. Patent no. 10,015,190 issued to Mohamed N. Ahmed, Leesburg, Virginia; Aaron K. Baughman, Silver Spring, Maryland; John F. Behnken, Austin, Texas; and Mauro Marzorati, Lutz, Florida. Assigned to Xerox Corp., Norwalk. Identifying additional firewall rules that may be needed. Patent no. 10,015,140 issued to Andrew John Bernoth, Frederick, Colorado. Assigned to Xerox Corp., Norwalk. Metadata sharing to decrease file transfer time. Patent no. 10,015,229 issued to Emmanuel Barajas Gonzalez, El Salto, Mexico; Shaun E Harrington, Tucson, Arizona; and Ben K Rawlins; Tucson, Arizona. Assigned to Xerox Corp., Norwalk. Storing data in a dispersed storage network. Patent no. 10,015,255 issued to Greg R. Dhuse, Chicago. Assigned to Xerox Corp., Norwalk. System and method of locating wireless connection among a plurality of wireless connections. Patent no. 10,015,734 issued to Christopher J. Dawson, Arlington, Virginia; Peter G. Finn, Ontario, California; Rick A. Hamilton II, Charlottesville, Virginia; and Jenny S. Li, Danbury, Connecticut. Assigned to Xerox Corp., Norwalk.

SOFTWARE

Change Healthcare seeks a Software Engineer (Apps 4) in Norwalk, CT to write code, complete programming, & perform testing & debugging of applications using current programming language & technologies. Reqs MS & 3 yrs or BS & 5 yrs.; Add’l specific exp req’d. Please mail resume to Change Healthcare, Attn: Robin Tyus, 5995 Windward Parkway, Alpharetta, GA 30005

Vice President, Data Warehouse & Business Intelligence (AQR Capital Management, LLC - Greenwich, CT) Provide optml data arch, strtgc dsgn & maint for DW & ETL pltfrms. F/T. Reqs Bach’s dgr (or frgn equiv) in Comp Sci, Electronic Engnr’g, Bus Admin or rel fld & 6 yrs exp in job offrd or wrk’g w/ DW & ETL processes, data arch & bus reqs gather’g. Must also have 4 yrs exp in the fllw’g: at least one ETL tool incl Informatica, SSIS, Ab Initio or simlr; DW methodlgs; DW dsgn methodlgs incl Kimball, Inmon or simlr; SQL; implmnt’g enterprise DW & ETL processes & decisn spprt; analyz’g user reqs & bld’g DW & ETL processes to specs; ad hoc query prgrms & report’g sftwr; &, wrk’g w/ finan mkts & asset mgmt. Exp may be gained cncrrntly. Resumes: AQR Capital Management, LLC, ATTN: S. Rao, 2 Greenwich Plaza, 3rd Flr, Greenwich, CT 06830. Job ID: AQR-247.

FCBJ

JULY 9, 2018

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CFO, CIO, COO, CMO MOST CEOS WILL TELL YOU THAT THEYâ&#x20AC;&#x2122;RE ONLY AS GOOD AS THEIR SENIOR MANAGEMENT TEAM. WESTFAIR HONORS EXECUTIVES WHO WORK CLOSELY WITH CEOS AND PRESIDENTS TO FULFILL THEIR MISSION AND VISION.

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