The Business Journals - Week of October 18 by Westfair Business Journal

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OCTOBER 18, 2021 VOL. 57, No. 41

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A pair of US Navy Sikorsky MH-60R Seahawks. Credit: Sikorsky/Lockheed Martin.

SIKORSKY AIRCRAFT HUMMING ALONG Nearing its centennial, the firm IN STRATFORD is flying high with big-dollar deals BY KEVIN ZIMMERMAN

kzimmerman@westfairinc.com

These are heady times for Sikorsky Aircraft. Over the past few weeks, the division of

Lockheed Martin, based in Stratford, delivered its first Connecticut-built CH-53K helicopter to the U.S. Marine Corps; submitted, in partnership with Boeing, a formal proposal for the U.S. Army’s program to eventually replace the Black Hawk helicopter; and received approval from the U.S. Department of State for a potential Foreign Military Sales (FMS) deal whereby the Royal Australian Navy

would purchase 12 Sikorsky MH-60R Seahawk submarine-hunting helicopters for an estimated $985 million. All of this — and more — is taking place under Paul Lemmo, who’s been president Sikorsky for all of 10 months. But he’s hardly a newcomer to the industry — or indeed the corporation. “I’ve been with Lockheed Martin (which acquired Sikorsky from United Technologies Corp.

in 2015 for $9 billion) for about 34 years,” he told the Business Journal. “I started as a 19-year-old intern, got my bachelor’s and master’s degrees in engineering, and decided that I loved working there so much that after graduation I came back permanently.” Lemmo’s Lockheed journey led him to various positions of increasing responsibility in business development, engineer-

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ing and program management, with stops in Florida, Maryland, New Jersey among others. In 2018, he was named vice president and general manager, Integrated Warfare Systems & Sensors, followed this past November by the announcement that he would become Sikorsky’s president starting in January. “When it was offered to me, I didn’t have to think about it for very long,” he said. For its second quarter, Lockheed Martin — the world’s largest defense company, with nearly $62.6 billion in revenue last year — announced that net sales had increased year-overyear by $203 million, or 5%, while Q2 operating profit was up $29 million, or 7%. The corporation credited Sikorsky for being a

significant factor in both results: Net sales benefited from approximately $230 million for Sikorsky helicopter programs due to higher production volume on the Black Hawk, Combat Rescue Helicopter (CRH), and CH-53K programs, while most of the gains in operating profit — $20 million — was attributed to the same programs. The CH-53K heavy-lift cargo helicopter — a behemoth at 99 feet long and 18 feet high —costs $87 million each and is touted as the largest and most powerful helicopter built in the West. The U.S.M.C. ultimately plans to receive 200 helicopters at a total cost of $25 billion; Sikorsky expects to deliver its second Stratfordbuilt chopper early next year. » SIKORSKY AIRCRAFT

M A KING A

I M PA C T

UConn Stamford's TIP Digital initiative offers data science startups a fast track to early results

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We don’t create gimmicks to enrich ourselves; we enrich our readers with news about where they live and work.

BY PHIL HALL Phall@westfairinc.com

ack in February, the University of Connecticut and the nonprofit StamfordNext collaborated on the opening of a data science startup endeavor called the Technology Incubation Program — more commonly known as TIP Digital — at the UConn Stamford campus. It was the third TIP Digital outpost for UConn, which previously set up the program at its Storrs and Farmington campuses. To say the UConn Stamford version got off to a fast start would be an understatement, with the iteration now encompassing 17 startups -- seven of which are already generating revenue — that employ 109 workers. “Right now they're across all different industries and at all different stages,” said Margaret Feeney, director of TIP Digital, about the participating companies. “We're interviewing an additional seven over the next month and that will round out our first-year cohort.” TIP Digital offers startups in the data science space a variety of perks, including lab and office space, participation in educational and networking events, access

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UConn Stamford campus. All photos courtesy UConn Stamford’s TIP Digital except Wendy Ward, which is courtesy futuresTHRIVE. to UConn’s research facilities and input from industry mentors and UConn’s entrepreneurs-in-residence. Participants also receive help on pitch development and can attend funding seminars and angel investor forums, “We don't put on any capital or financing and, likewise, we don't take any equity,” Feeney noted, adding that TIP Digital instead emphasizes matching the startup with “one or multiple folks who can add value to them over the life of the

relationship.” She said the program is particular about which startups it will invite into the program, specifically seeking out entrepreneurs “doing something interesting and disruptive” while determining if UConn has “the resources they need to get to their next level.” One major beneficiary of such relationships, she noted, was the wider regional economy. “It is a little bit of a flywheel effect,” Feeney said. “You get it going,

show that there's success, and then that builds upon itself. Folks want to start companies in Fairfield County and folks know that UConn is a great resource for talent.” Wes Besmus, executive director at StamfordNext, agreed that the program promises to bring a new vibrancy to the local economy, particularly in the artificial intelligence (AI) sector. “Having these companies in the incubator in Stamford is going to

These have been our choices for businesses and nonprofits that are Making an Impact in our communities.

M A K IN

I M PA C T G AN 2 02

• JANUARY 18: René Hue, Murmuration • JANUARY 25: Nic King, Proud Puffs • FEBRUARY 1: Judith M. Watson, Mount Vernon Neighborhood Health Center Inc. • FEBRUARY 8: Gary Bilekzikian, Guidecraft • FEBRUARY 15: Jonathan Winn, Thrown Stone Theatre Co. • FEBRUARY 22: Carlo Vona Jr., Paramount Stone Co. • MARCH 1: Peter Kempner, Kempner Properties • MARCH 8: Joshua Applestone, Applestone Meat Co. • MARCH 15: Michael Sachse, Dandelion Energy • MARCH 22: Donvil Collins, VeeKast • MARCH 29: George S. Kaufman, Kaufman Astoria Studios • APRIL 5: Jon Winkel, The Stamford Partnership • APRIL 12: Amiee Turner, Team Woofgang & Co. • APRIL 19: Ken Londoner, BioSig • APRIL 26: Jonathan Gertman, The NRP Group • MAY 3: State Sen. Billie Miller, Lt. Gov. Susan Bysiewicz, Fran Pastore, Women’s Business Development Council • MAY 10: Peter Hubbell, Apply:you & Leigh Shemitz, Soundwaters • MAY 17: Michelle Brier, Blue Path Service Dogs • MAY 24: The Grasso family, Urban Mining CT • MAY 31: Shirley Acevedo, Latino U College Access Inc. If you would like to nominate a business or nonprofit that you feel is also making an impact, please send an email to Erin Real at ereal@westfairinc.com.

OCTOBER 18, 2021

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» UCONN STAMFORD

• JUNE 7: David Greenstein, TestZone • JUNE 14: Henry Welt, Abigail Lewis, Ossining Innovatives! • JUNE 21: Christos Athanasiou, Jonus Ademovic, miniMAX • JUNE 28: Martin Ginsburg ,Ginsburg Development Cos. • JULY 5: Jake Allyne, Breakthrough Fitness Co. • JULY 19: White Plains DMV • JULY 26: Fairfield University Art Museum • AUGUST 2: Reproductive Medicine Associates of Connecticut • AUGUST 9: Jianying Hu, IBM • AUGUST 16: WSHU Public Radio • AUGUST 23: William Raveis, William Raveis Real Estate, Mortgage & Insurance • AUGUST 30: Mike Geller, Mike’s Organic Delivery • SEPTEMBER 6: Carolins M. Osorio, CP Servicios Latinos • SEPTEMBER 13: Adam Musa, Fuelco and FoodSmart • SEPTEMBER 20: Joe Carbone, WorkPlace • SEPTEMBER 27: Nicolet Gatewood, Haddad & Partners • OCTOBER 4: Rafael Pagan, Pacific House • OCTOBER 11: Winston E. Allen, I Pried Open Wall Street in 1962

Publisher Dee DelBello Executive Co-Publisher Dan Viteri Managing Editor Erin Real Associate Publisher Anne Jordan NEWS Fairfield Bureau Chief • Kevin Zimmerman Senior Enterprise Editor • Phil Hall Copy and Video Editor • Peter Katz Senior Reporter • Bill Heltzel Reporters Georgette Gouveia, Peter Katz Assistant Editor • Bridget McCusker Research Coordinator • Luis Flores ART & PRODUCTION Creative Director Dan Viteri Graphic Designer Sarafina Pavlak ADVERTISING SALES Manager • Anne Jordan Metro Sales & Custom Publishing Director Barbara Hanlon Marketing & Events Director • Fatime Muriqi Marketing Partner • Marcia Pflug Events Sales & Development • Marcia Pflug AUDIENCE DEVELOPMENT Manager • Daniella Volpacchio Research Assistant • Sarah Kimmer ADMINISTRATION Contracted CFO Services Adornetto & Company L.L.C. Westchester County Business Journal (USPS# 7100) Fairfield County Business Journal (USPS# 5830) is published Weekly, 52 times a year by Westfair Communications, Inc., 701 Westchester Ave., White Plains, NY 10604. Periodicals Postage rates paid at White Plains, NY, USA 10610. POSTMASTER: Send address changes to: Westchester County Business Journal and Fairfield County Business Journal: by Westfair Communications, Inc., 701 Westchester Ave, White Plains, NY 10604. Annual subscription $60; $2.50 per issue More than 40 percent of the Business Journal is printed on recycled newsprint. © 2020 Westfair Communications Inc. All rights reserved. Reproduction in whole or in part without written permission is prohibited.

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Harrison neighbors sue to stop house construction BY BILL HELZEL Bheltzel@westfairinc.com

omeowners in the Winfield neighborhood of Harrison have banded together to stop a contractor from finishing a house and ultimately, if successful, to have the house "come down." Winfield Area Preservation Association and Douglas Amann sued Harrison building inspector Rocco Germani, the Zoning Board of Appeals and developer Immobiliare Assets LLC Oct. 1 in Westchester Supreme Court. They allege that Germani issued an illegal building permit and that the town's zoning board has delayed acting on their objections to enable Immobiliare to finish the project. Meanwhile, Paul and Angela Gerardi, who bought the property from Immobiliare and who are not named as defendants, have sunk at least $1.3 million in the project, based on the price of the property and construction costs as of Sept. 7. Immobiliare, of South Salem, bought the 0.3-acre vacant lot at 62 Winfield Ave. for $462,500 in 2020, and sold it to the Gerardis five months later for $650,000. The village issued a building permit on May 4. Two weeks later, Amann and Amanda Genovese, whose properties are next to the Gerardis' property, appealed the issuance of the permit. They argue that the permit is illegal because the zoning requires at least one acre for development, or more than three times the acreage at 62 Winfield Ave. The zoning board heard from both sides at a June 10 hearing and then adjourned the matter for a month. On July 8, the board voted informally, 4-1, to grant the appeal and set aside the building permit, according to the complaint. The customary practice, according to the complaint, is to write up the findings and put the issue to a formal vote at the next monthly meeting. Based on that vote, Amann and Genovese demanded that the building inspector issue a stop-work order. Gerardi allegedly did not respond. A week later they were notified that a new hearing would have to be held because no audio or video recording had been made on July 8, and the village rejected an audio recording and transcript they offered. They claim that the village has also refused to give them a copy of a memorandum from village attorney Andrea Rendo to Germani. On Aug. 4, the zoning board opened the meeting by immediately calling a secret session — executive session in governmental parlance — with their attorney, Jonathan Kraut. When the public meeting resumed, the board declined to hear oral arguments by the attorneys, according to the complaint, and adjourned the matter for another month. On Sept. 9, the board held another secret session with Kraut, allegedly refused to hear

public comment and adjourned the matter to Oct. 12. Amann and the Winfield Area Preservation Association, which depicts its purpose as maintaining the serenity of the neighborhood, are asking the court to stop Immobiliare from building, stop Germani from issuing a certificate of occupancy, order disclosure of the Rendo-Germani memo, order the zoning board to consider the audio tape and transcript of the July 8 meeting and make the board decide the case at the October meeting.

They are represented by White Plains attorney Robert A. Spolzino. Kraut, the board's attorney, did not respond to a request for comment. Davis, Immobiliare' attorney, referred questions to Lee Lefkowitz, the Gerardis' attorney. Lefkowitz said the building permit is proper. Although a 1974 zoning law requires at least one acre for development, 62 Winfield Ave. and most properties in the neighborhood were grandfathered in, and most homes there are on smaller lots.

Westchester & Fairfield Co Bus Journal 10-18 Kuwana NY 594858F CP2.indd 1

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He said there was nothing out of the ordinary about how the zoning board has handled the case. "Moreover, the house is already built," he said, and the plaintiffs "have playacted as helpless and sat on their hands for months, waiting until now, just days before the zoning board's vote, to bring this action trying to halt construction. They are too late. And they are wrong on the law." The Gerardis, he said, "want to put this all behind them so they can move in and become a part of the neighborhood."

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OCTOBER 18, 2021

10/7/21 10:09 AM

UConn Stamford—

Margaret Feeney, director of TIP Digital.

Wes Besmus, executive director at StamfordNext.

Christopher Ricciuti, founder and CEO, Noteworthy AI.

Wendy Ward, founder and CEO, futuresTHRIVE.

raise the level of artificial intelligence, which will help them be more competitive going into the future,” he said. “What's so exciting about AI is that it's industry-agnostic — there are companies that come from every side of the Earth and from every industry out there using AI.” Besmus also offered hope that UConn Stamford could further expand and create “an institute or a school of data science here in this corner of the state, because we see that the industry focus is growing and becoming stronger and stronger by the minute. And we think that providing talent and resources to startups can help accelerate that even more.” Among the TIP Digital participants that have already seen positive results from the program has been Stamford-based

Noteworthy AI, which secured more than $300,000 from multiple investors. The firm -- which was recently selected as one of 10 startups to participate in the TechStars Alabama EnergyTech Accelerator’s 2021 energy and clean-tech program -- provides real-time, AI-powered asset inspections and inventory analysis solutions for energy distribution grid operators. “I would say that the number one value that the incubator provided to me and my company has been the mentorship and the advisors that they've connected us to,” said Noteworthy founder and CEO Christopher Ricciuti. “Just helping us to navigate items related to scaling the company, getting in touch with and in front of customers and

fundraising were things we've been focused on a lot in the past few months.” Ricciuti stated that startups face an “immense amount” of challenges, with many of them failing between their first and fifth year of operations. He recommended TIP Digital for data science companies eager to “increase the probability of your company's ultimate success.” Also among the first cohort is futuresTHRIVE, which is creating a groundbreaking early intervention mental health screening tool for youth that uses AI and game-based technology to identify and track pediatric mental health concerns. “They paired me with a mentor and that mentor has significant experience in the

world of assessment and mental health technology,” said Wendy Ward, founder and CEO of the Darien company. “We meet every two weeks and he's been wonderful -- everything that he has challenged me with doing has been important to the overall business. They have made a number of key introductions — and from an entrepreneur perspective, introductions are everything.” Ward added that “the overall ecosystem of the state of Connecticut for small businesses is wildly connected, and the incubator is one of those entry points. I think Connecticut does a lot for their small business entities, but being involved in something like the incubator is a really big elevator from an overall business perspective.”

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OCTOBER 18, 2021

Sikorsky aircraft—

From left: Commandant of the Marine Corps General David Berger, Sikorsky President Paul Lemmo, Sikorsky Vice President of Operations George Mitchell and Lockheed Martin Chairman, President and CEO Jim Taiclet tour Sikorsky's Stratford facility. Photo courtesy Sikorsky.

Sikorsky President Paul Lemmo exits the Sikorsky Autonomous Research Aircraft (SARA) after a flight demonstration. Photo courtesy Sikorsky Aircraft.

A Sept. 29 ceremony celebrating the delivery was held at the Stratford facility, featuring Lemmo, Lockheed Martin CEO James Taiclet, Gov. Ned Lamont and various state and local officials. "This delivery is a testament to our local workers and the continued innovation right here in Stratford that enables the production of the best goods and services to keep our nation and those who serve it safe,” remarked State Senate Republican Leader Kevin Kelly. “This helicopter can help our Marines, save refugees and provide humanitarian aid all around the world," he continued. "The production of this helicopter was made possible through the partnership between the state, Sikorsky and Lockheed Martin, the Teamsters and labor. This shows the type of teamwork we need to rebuild our economy." In June, the U.S. Navy — which has received three CH-53Ks — awarded an $878.7 million contract to Sikorsky that calls for nine more of the helicopters, with an option to buy another nine for $852.5 million, according to a Naval Air Systems Command statement. And in August, the U.S. State Department approved Israel’s request to acquire 18 of the

“It’s not just about having discussions in a time of crisis. These are continuing discussions with the governor and others, which is a better way of building relationships.” Lemmo said that Sikorsky’s value to the state is not limited to the eyepopping dollar figures. “Lockheed Martin as a whole does a lot of community outreach,” he said. “And when it comes to our employees, most of them say they enjoy getting involved with their communities.” After all, he added, “We’ve been embedded here for decades.” Sikorsky has been based in Stratford since 1929, having been founded near the former Roosevelt Field airport on Long Island by Igor Sikorsky in 1923. Lemmo noted that the company is working on ways to celebrate its 100th anniversary. In 2020, the company donated over $700,000 to 30 different local organizations, Lemmo said, with STEM and veterans’ programs being high on the list. Most recently, on Oct. 6, Sikorsky and Teamsters Local 1150 celebrated the 11th annual Homerun for Heroes fundraising effort by presenting a check of $175,000 raised to support four local benefitting veterans’ organizations.

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helicopters through a potential $3.4 billion sales transaction. Not bad — for a company that nearly left Stratford just a few years ago. Staying in CT In 2016, Sikorsky announced plans to lay off over 100 of its Stratford employees and was widely rumored to be considering an exit from Connecticut, especially in the wake of GE’s move from Fairfield to Boston. ThenGov. Dannel Malloy swung a deal to keep Sikorsky’s headquarters in Stratford through 2032, involving $220 million in financial incentives. In return, the defense manufacturer agreed to build 200 CH-53Ks here and double its spending on in-state suppliers to about $700 million. Though that all took place well before Lemmo became president, he acknowledged that there was talk about relocating its Stratford operations to Palm Beach. Today, he said, “There’s no comparison with the amount of interaction we have with the governor and the Congressional delegation here. They care about Sikorsky. They’ll call and ask what they can do.” As opposed to some other states, he said, WCBJ

Sikorsky also provided support for a number of Covid-related causes last year, producing 2,500 units of PPE and giving $910,000 to local charities and hospitals, he added. Lemmo further noted that over the last 12 months, Sikorsky has spent $450 million with Connecticut-based suppliers. And unlike some manufacturers who have been having a difficult time finding qualified workers, Sikorsky hired 1,000 people last year and has added another 600 so far in 2021. That brings its Connecticut total to over 8,000 employees and its worldwide staff to over 13,000. He identified Sikorsky’s ongoing digital transformation efforts — including digital tools that can help customers troubleshoot and fix problems with their aircraft — and “a better quality of service, which reduces costs substantially” as key priorities moving forward. “Innovation and reduced costs don’t always go together,” Lemmo acknowledged. “But they’re very much a real part of our heritage. As the leader of this organization, my plan is to strengthen our operations wherever I can.”

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OCTOBER 18, 2021

Motion Labs continues with expansion that was halted by Covid BY BRIDGET MCCUSKER

been involved in doing live sound for concerts and productions around the New York metro area and in a club in New Rochelle when Greco approached him with the idea of joining the team. Today, Motion Laboratories is a full-service fabrication and assembly facility specializing in high-quality portable electrical power systems, weight monitoring systems, metering equipment, testing equipment and cable assemblies, mainly serving the entertainment market. “We were just trying to build on an idea, and it started to catch on, Herrmann said. "It started to become successful.” Since then, it moved to a 10,000-squarefoot location on Highland Avenue in Peekskill, and then relocated again to its current location in Cortlandt Manor after quickly outgrowing the previous Peekskill space. Expansion and growth are key to the company's success; it has always been part of its model to incorporate services that were outsourced into the company's business wherever possible. "As we grew, we brought in a lot of the services that we were outsourcing," Herrmann said. "We started to bring them within the company. So as growth occurred, we started to add machining in-house, we bought punch presses and we bought wades and

bmccusker@westfairinc.com

otion Laboratories is — finally — ready to make its move. Situated in Cortlandt Manor, the manufacturing firm primarily serves the entertainment industry — clients include Broadway theaters — Motion Labs had been implementing $2 million in expansions when the Covid-19 pandemic hit in March 2020. The company is now set to make the move to Peekskill to a new 40,000-squarefoot facility on John Walsh Boulevard that it began leasing in 2019. Its current headquarters at 520 Furnace Dock Road in Cortlandt Manor totals 30,000 square feet. Expansion and relocation are not new for the firm — this is its fourth expansion since it opened at its original location in the Trench Building in Irvington. Back then, the company only totaled five or six people and its space was only a few thousand square feet throughout the late '80s and early '90s. The company was first founded with Sean McCormick, who owned an audio support company that worked with musical artists like the Grateful Dead; Christopher Greco, who owned a chain-hoist rental company; and Vincent Carnivalli. President and CEO Peter Herrmann had

Pete Herrmann, Motion Labs CEO/president.

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OCTOBER 18, 2021

Caution for potential adult-use cannabis players: State guidance still in flux BY KEVIN ZIMMERMAN Kzimmerman@westfairinc.com

ntrepreneurs, employers and municipalities that are sorting out how they will approach Connecticut’s legalized retail cannabis market next year are still facing government guidance that in some cases is incomplete, confusing or simply nonexistent. Indeed, according to Pullman & Comley attorney Andrew Glassman, it’s “not for the faint of heart.” Glassman, co-chair of Pullman’s business organizations and finance practice, was one of the presenters at the Bridgeport law firm’s Oct. 6 “Cannabis in Connecticut” webinar. Part of the problem, Glassman and other Pullman attorneys said, has been the slow rollout of regulations by the Social Equity Council, developed to ensure that the adult-use cannabis program is grown equitably, and that funds from the program are brought back to the communities hit hardest by the war on drugs. “Here we are sitting and waiting, wondering what the SEC will do,” Glassman said. “It has set no guidance on the management and control of allowable capital structures.” In addition, while a number of the firm’s clients have been considering convertible debt to capitalize their entities, “it’s unclear if that would satisfy SEA (social equity applicant) criteria.” As Glassman’s fellow co-chair Nancy Hancock explained, the SEC is due to recommend additional qualifications and to provide for expedited or priority licenses, for SEAs by Jan. 1. It is charged with establishing minimum criteria for any cannabis establishment licensed on or after that date that is not owned by an SEA to comply with a workforce development plan to reinvest or provide employment and training opportunities for individuals in disproportionately impacted areas (DIAs). “I’ve heard that maybe 22% to 23% of Connecticut citizens will qualify as DIA area residents,” Hancock added. Also uncertain at this time is how the state Department of Consumer Protection will operate its lotteries — at least two — to select who will be allowed to operate under the new law, something that as its name implies will depend at least in some small measure upon luck. The DCP will announce the total number of applications to be selected, and allocate 50% of them to a third-party lottery operator. Hancock noted that 50% of the licenses will go to SEA applicants, with the result that the general lottery will not be held until a sufficient number of SEAs have been selected for that license group. Following what seems to be a rather cumbersome process, applicants selected via the lottery will need to complete a provisional application and submit the appropriate fee; the provisional licensee will have 14 months to obtain a fully operational license.

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Glassman noted that there are alternatives for those not willing to rely upon luck to get a license. Converting an existing medical marijuana license would seem to be one of the simplest, with cultivators able to convert as of July 1 and dispensaries able to do the same starting Sept. 1. One problem? No conversion application currently exists. A second issue is the cost of conversion; Glassman said he’d heard that cultivators are looking at spending as much as $300 per square foot to convert, while dispensaries’ conversion efforts will be “considerably less expensive.” Guidance on how interested parties can skip the lottery is also still in the works; a number of joint venture possibilities, including those with an SEA. Glassman said that Pullman’s best guess for when Connecticut’s retail cannabis business will start is mid- to late-2022. Gary O’Connor, co-chair of Pullman’s real estate, energy, environmental and land use department, reviewed the various rights municipalities have when it comes to adult-use cannabis, including the control of the production, retail sale and public consumption; the number and siting of cannabis establishments; and the consumption of the product on municipally-owned or controlled property. Under the statutes, municipalities can in effect choose one of four zoning paths, including taking no action. However, O’Connor warned, an enterprising retailer could apply for zoning approval in the same area and manner as a retail liquor store. Other options include zoning for or against allowing adult-use retail — Greenwich has done the latter -- or implementing a moratorium, as has been done in such locations as Danbury and Trumbull. However, attorney Steve Stafstrom — who is also a state representative — cautioned that there are limits to municipal authority. As an example, he said, a dispensary in Stamford could offer delivery service to Greenwich; Stamford would therefore receive the 3% municipal sales tax as the product was “sold” there, unless Greenwich specifically prohibits such transfers. Megan Carannante, who co-chairs Pullman’s labor. Employment law and employee benefits department, said that employers can still maintain drug-free workplaces and prohibit employees from being under the influence of cannabis while at work — although she noted that there are employment protections going into effect next July 1 for those choosing to consume cannabis during non-work time and/or pre-employment. Some employers — those in the construction, manufacturing, transportation, health care and educational services industries, among others — are exempt from such statutes, as are those working as a firefighter, EMT, police/law enforcement officer, or who requires federal Department of Defense or Department of Energy security clearance.

Motion Labs— we started making our own parts. We started to bring in painting facilities. "Every time things got to a point where we were spending a certain amount of money with an outside vendor, we would evaluate whether or not we could do it ourselves," he continued. "We brought it in-house and that growth occurred from the '90s all the way up to today." Lately, however, the company has been expanding to new markets in the general business community, partially brought on by the realization of new opportunities, and accelerated by the slowdown of the live entertainment market during the pandemic. Herrmann noted that many of the company's clients are looking toward 2022 as the beginning of the Covid recovery for the entertainment industry, which could mark the end of a long downturn that Motion Labs and many others in the industry had to endure. "In 2020, just as we were about to enter into all of this, we got hit with Covid — that puts the brakes on everything," he said. "All of our expansion plans suddenly halted, and we had to really do some serious consideration as to where are we going to be — are we going to give up and just close everything up, or are we going to hold on and push forward? "We decided to just hold on and push forward," Herrmann said. "That's where we've been for the past year and a half. In our industry, it was particularly brutal because live shows were just completely gone, touring was completely gone and the entire industry was destroyed. A lot of people did not survive that." According to Herrmann, Motion Labs' ability to pivot to include manufacturing for other companies helped it to adapt and stay afloat in a difficult year. "We began to seek business from other companies doing their contract manufacturing work for them, so we've expanded there and put in additional machinery," he said. "We spent quite a bit of money on putting in additional fabrication services. We were able to outsource other companies and build parts for them." Herrmann noted that the plan is to move many operations to the new Peekskill facility over the next few years, and keep the Cortlandt Manor facility to house the expansion of the company's fabrication services. The Peekskill location will become the company's sales headquarters and house assembly operations, along with a research and development and education center. The latter will allow customers to take classes and learn about operating and repairing equipment sold by Motion Labs — something that could prove valuable to those who may not have the same expertise that the company's usual industry professional purchasers have. "The benefit for us is to be able to have an outreach program with our custom-

ers," Herrmann said. "Motion Laboratories, throughout most of its time, has not utilized advertisement or marketing programs or any of those types of resources — we have relied solely on customer loyalty, and people who have known about our product and the industry, and that served us very well when we were focused predominantly on the entertaining industry. "It's a very tight-knit community," he added. "People know who the players are and they know who they want to deal with. When we went through past problems with Covid and the shutdown and all of that, part

of our plan to deal with all of this was to reach out and get into markets that are outside of entertainment, to expand beyond the entertainment industry itself and just start to offer services to other businesses. That's one of the main reasons for expanding our manufacturing facilities, so that we can offer those services to businesses that are not involved with entertainment." The company is also beginning to work with the AJ Ross media firm to expand its reach in e-commerce, social media and advertising strategies. "It's definitely a leap in a very interesting

time," Herrmann said. "I've never seen anything like this before. The events that we've been through have all been sort of countrywide global events — the stock market crash that happened that affected people internationally, 9/11 was certainly quite a major event — and this one has impacted the entire world. "We're just trying to maintain our faith and our abilities," he said. "We feel that we have our destiny in our hands. We just need to be smart about it. And hopefully everything will come back and we'll be stronger than we were before, and we'll be growing again."

PAY SPECIAL ATTENTION TO EMPLOYEES DURING COVID-19 RECOVERY You need to make sure that they’re healthy and you need to make sure that there’s a sense that you as an employer have their best interests at heart. However, you will find there are circumstances with the potential for employer liability. There are quite a few State, Federal and NYC employment laws you need to be very sensitive to in terms of whether you can compel somebody to come to work…” (Excerpted from the Westchester County Business Journal, Aug. 3.)

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OCTOBER 18, 2021

CNN's Acosta recalls tumultuous relationship with Trump in Fairfield U. lecture BY PHIL HALL Phall@westfairinc.com

f Jim Acosta has anything complimentary to say about former President Donald Trump, it was not shared during his recent Open Visions Forum lecture on Fairfield University’s virtual platform. Acosta, who served as CNN’s senior White House correspondent during the Obama and Trump administrations, offered a harsh recollection of his time covering Trump in the newly published autobiography “The Enemy of the People: A Dangerous Time to Tell the Truth.” In his Fairfield University presentation, Acosta declared he has been “very worried about the kind of country that we're leaving

to our children and our grandchildren,” pointing to Trump’s adversarial relationship with the press corps during the 2016 campaign as a turning point in attempts to weaken the media industry’s role within the wider U.S. society. “We would go into these big packed audiences, in arenas with thousands of people,” he recalled. “Trump, because he didn't like the coverage that he got from the press, he would refer to us as the dishonest news media, the disgusting news media — he would call us liars and scum and thieves and so on. He hadn't called us fake news yet.” For Acosta, the more troublesome aspect of Trump’s verbiage was the reaction that his rally audiences generated. “You would have thousands of peo-

ple chanting, ‘CNN sucks,’” he continued. “People saying that we were traitors to the country.” While Acosta acknowledged Trump was not the first president with a poor opinion of the media — Richard Nixon had multiple journalists on an enemies list — his eventual branding of the press corps as “fake news” changed the dynamics of covering the White House. “He put a target on our backs,” Acosta said, noting that Trump singled out CNN by tweeting memes where figures wearing the CNN logo as a head were subject to cartoonish violence. “Those fairly harmless-sounding memes sort of escalated and we were viewing threats and other acts of intimidation that were directed at us,” he stated. “I would

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routinely see on my social media feeds all sorts of violent and threatening comments, and it was just building up and escalating over time.” Acosta admitted that polls have repeatedly shown that public distrust of the media — he joked that “I think we're still above Congress in terms of approval ratings” — is tied directly to “our profession demonized by the President of United States.” He also accused Trump’s loose acquaintance with facts — he cited how “the Washington Post fact-checkers found that he had lied or told half-truths in a range of 20,000 times over the course of his presidency” — resulted in a toxic situation that created public safety issues. “We shouldn't be surprised at all that people don't trust that vaccines are safe or don't trust the election results from the 2020 campaign and so on,” Acosta said. He pointed out that regions of the country where Covid-related death rates are highest occur where “people have decided to pick and choose what they think is real, what they view as a credible news,” which he identified as Fox News and conservative news sites. “Right now, we're dealing with a very serious crisis in this country when it comes to how people receive information," Acosta said. "The information spectrum has been so segmented that people can crawl into these disinformation pods.” Acosta also added some humor to his presentation, confiding that the White House’s press briefing section “could really use an extreme makeover” while adding “it smells like damp feet.” He cited a personal favorite moment of his work when he questioned Cuban President Raul Castro during President Obama’s 2016 trip to Havana about his country’s policy toward political prisoners. “He had the translator headphones on and he was so upset by the question that he took the headphones off,” said Acosta, who added that he identified himself to Castro as the son of a Cuban refugee. “When I got back to the United States from that trip, my dad — who's still alive — was beaming,” he said. “Just grinning from ear to ear, and he had all the press clippings from that exchange that I had with Raul Castro. That is probably the most satisfying moment that I've ever had in my career.” With Trump’s departure from the White House, Acosta moved on to become CNN’s chief domestic correspondent; he said he had no regrets over leaving his previous assignment. “The day I left the White House, I described it as ‘The Shawshank Redemption’ — it was like the rain was coming down from the heavens and I had just gotten out,” he said. “For me, eight years was enough there to make my mark.”

CONTRIBUTING WRITER

| By Norman G. Grill

Strategies to pass wealth to your heirs

f you have significant assets, you can take advantage of proven tax strategies such as gifting and direct payments to educational institutions to transfer wealth to your heirs on a tax-free basis and to minimize estate taxes. Additional opportunities are available as well, thanks to low interest rates and a volatile stock market. Let's take a look at some of them:

Roth IRA conversions Contributions to a traditional IRA are made pre-tax, which means distributions are considered taxable income; however, the tax is paid upfront with a Roth IRA, and distributions are completely exempt from income tax. This feature makes converting a traditional IRA to Roth IRA and rolling it over to an heir an attractive option, especially during

a financial crisis. The conversion is treated as a rollover where the trustee of the traditional IRA is directed to transfer an amount from the traditional IRA to the trustee of the Roth IRA. The account owner pays income tax on the amount rolled over in the year the account is converted, which allows the account to accumulate assets tax-free and future distributions are tax-free.

This column is for information only and is not advice. Taxes are complicated and mistakes can be costly. Consider consulting professionals regarding tax matters. Norm Grill, CPA, is managing partner of Grill & Partners, LLC, certified public accountants and consultants to closely held companies and high-net-worth individuals, with offices in Fairfield and Darien, 203-254-3880.

Gifting The annual gift tax exclusion provides a simple, effective way of cutting estate taxes and shifting income to heirs. For example, in 2021, you can make annual gifts of up to $15,000 ($30,000 for a married couple) to as many donees as you desire. The $15,000 is excluded from the federal gift tax so that you will not incur gift-tax liability. Furthermore, each $15,000 you give away during your lifetime reduces your estate for federal estate tax purposes. However, any amounts above this limit will reduce an individual's federal lifetime exemption and require filing a gifttax return. Direct payments Direct payments for medical or educational purposes indirectly shift income to heirs. However, it only works if the payments are made directly to the qualifying educational institution or medical provider. This strategy allows you to give more than the annual gifting limit of $15,000 per donee. For example, if you're a grandparent, you can pay tuition directly to your grandchild's boarding school, college or university. Room and board, books, supplies, or other nontuition expenses are not covered. Similarly, you can make direct payments to a hospital or medical provider, but medical expenses reimbursed by insurance are not covered. Loans to family members This strategy works by loaning cash to family members at low interest rates, which is then invested with the goal of reaping significant profits down the road. With mid- and long-term applicable federal rates (AFR) for October 2021 as low as 0.91 and 1.72%, respectively, heirs can lock in these rates for many years -- three to nine years (midterm) and nine to more than 20 years (longterm). Grantor Retained Annuity Trust (GRAT) Another relatively low-risk strategy is the grantor retained annuity trust (GRAT), where the donor transfers assets to an irrevocable trust and receives an annuity payment back from the trust each year. This strategy enables heirs to profit from their investments longterm if returns are higher than the IRS interest rate. Now that IRS interest rates are so low, this is easier than ever to do. In October 2021, the interest rate used to value certain charitable interests in trusts such as the GRAT is 1%.

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School bus company looks for more room in Yorktown BY PETER KATZ Pkatz@westfairinc.com

hile school children delight in singing the lyrics, “the wheels on the bus go ‘round and ‘round,” a company that specializes in making sure there are school bus wheels to turn is planning a move from Elmsford to a location in Yorktown that offers more space. Bird Bus Sales & Service, which currently operates a facility on Warehouse Lane in Elmsford, has applied to the town of Yorktown for site plan approval and a special use permit that would allow it to move to 3805 Crompond Road in Yorktown. “We’re the largest distributor of school buses on Long Island, New York City and Westchester,” Robert Reichenbach, vice president of Bird Bus Sales & Service, told the Business Journal. “We have a facility in Plainview, New York, and have the current facility in Elmsford. "We are looking to move out of Elmsford into the Yorktown area," he continued, 'because we realize we’re going to need a little bit more space and we do want to own the piece of property and provide back to the community. We do service all of the operators, all of the school districts, in Westchester County.” The proposed site covers 2.74 acres and is east of the intersection of Crompond Road and Garden Lane. There are two parcels measuring 1.71 and 1.03 acres. The first includes buildings where the automobile dealership Taconic Kia operated, while the second had been used for vehicle storage. There are two buildings at the 1.71-acre site, a 7,500-square-foot one-story stucco building that was used as the car dealer showroom and offices, and a 7,600-squarefoot masonry garage where vehicle servicing took place. Bird Bus proposes putting a new facade in place on what had been the auto dealership and raising the roof of the garage building since the current height is inadequate for school buses. It says there will not be the vehicle delivery truck activity as found with a car dealership, since school buses are driven to the dealership by the manufacturer rather than being trucked. Bird Bus says that only light servicing such as oil changes and preparation of vehicles for sale would take place in the garage area, and that no heavy service or body repair work will take place at the proposed facility. “We distribute Blue Bird, Micro Bird and Collins school buses,” Reichenbach said. “We are the leader in electric school buses in New York state and one of the leaders on the East Coast as well. We operate similar to a car dealership but we are a business-to-business operation as opposed to a business-to-consumer operation.” Reichenbach said that most of the company’s sales activity occurs off-site and activity at the Crompond Road site would be limited. “We perform a pre-inspection of the

vehicle, making sure the vehicle is in working order and then the New York State Department of Transportation comes in and does a new in-service inspection on the vehicle before we deliver the vehicle,” Reichenbach said. The Blue Bird vehicles are manufactured in Fort Valley, Georgia. Micro Bird buses are manufactured in Drummondville, Quebec, Canada, while Collins' are manufactured in Hutchinson, Kansas. Reichenbach said there are over 45,000 school buses on the road in New York state, with more than 10,000 school buses operating in New York City. “Blue Bird is the leader in alternative-fuel school buses, with more than 30,000 on the road replacing traditional diesel-powered

buses,” Reichenbach said. “School systems are really pushing for it. Within the coming years, by 2024, federal government restrictions will make it more costly to operate a diesel bus and the entire automotive industry is going to be moving to alternative fuels.” Reichenbach said that Bird Bus currently is working with a Westchester school district to introduce electric buses in a program that would be supported by a state grant. “I‘m expecting 11 more electric buses to be brought into our Plainview, Long Island location sometime in late November or December. That would be the same type of vehicle we’re working on for Westchester,” Reichenbach said. Four Blue Bird electric buses went into service with the Suffolk Transportation Service of Bay Shore, serving the Bay Shore

School District on Long Island. It was reported that the district’s transportation director estimated the operating and maintenance costs for the electric buses would be around 17 cents per mile, compared with 75 cents per mile for a diesel bus. The electric buses can run for about 120 miles between charges. The White Plains City School District introduced five electric buses manufactured by Lion Electric during the 2018-19 school year in a program developed by Con Edison, the New York State Energy Research and Development Authority, and National Express. Voters in the Bethlehem, New York, school district in May approved purchasing nine electric buses for approximately $163,000 each. Also approved was spending up to $200,000 for charging stations and other infrastructure.

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BUSINESS INTEL NEWS

UPCOMING EVENTS (con’td) Driving Westchester Forward Annual Fall Leadership Event November 30 | 5:30 PM – 8:30 PM Westchester Marriott Hotel, Tarrytown, NY An evening honoring the achievements of people, businesses and non-proﬁts positively impacting our community.

For more than 70 years, the Westchester County Association has been the leading independent voice of Westchester’s business community – fostering smart growth and economic vitality in the region.

WCA UPDATE

- Seated Program featuring remarks by The Honorable George Latimer, Michael N. Romita, Dee DelBello, and Bill Mooney - Special Video Presentations - Special remarks by incoming WCA Chair of the Board, Susan Fox, President & CEO, White Plains Hospital - Networking Reception with dinner by-the-bite Register at westchester.org/events

WCA On-Demand Video Library:

Susan Fox Elected As WCA Board Chair We are excited to announce that Susan Fox, CEO and President of White Plains Hospital, has been elected as the next Chairperson of the WCA. She will step up from her current role as Vice Chair to spearhead innovative ways the WCA can continue to make an impact on economic vitality throughout Westchester County and the surrounding region. Ms. Fox will begin her tenure as Chairperson of the WCA beginning on January 1, 2022.

View all of WCA’s virtual events at youtube.com/TheWCAssociation Video highlights include: • The future of telehealth in a post-pandemic world • Economic models for improved housing aﬀordability •The mega shifts and trends in our region’s talent ecosystem

WCA MEMBER SPOTLIGHT

WCA All Access Healthcare October 20 | 3:00 PM – 4:30 PM Zoom Webinar How does the latest COVID-19 information inform your back-to-work decisions? Join us as our experts address variants, vaccines, booster shots and mandates and what it all mean for employers and employees. Keynote Speaker: Dr. Sherlita Amler, Westchester County Commissioner of Health Moderator: Dr. Robert Amler, New York Medical College Panelists: Dr. Bruce F. Farber, M.D., Northwell Health; Dr. Rafael Torres, M.D., White Plains Hospital Register at westchester.org/events

“The WCA sets the example for fostering partnership and growth for the business community in our county. Their efforts in healthcare, housing, workforce growth and sustainability and their events and seminars meant to educate and provide much needed solutions for our local landscape make them the resource leader we all need now and in the future. The WCA is constantly and consistently putting the welfare of our business community, and those who benefit from and rely on it, first and we are proud to be supportive of such efforts.” –Joe Solimine, Jr., President and CEO Meridian Risk Management protects your business, property, family and lifestyle with the premium insurance products and personal service you deserve. Contact us for a no obligation review to be sure you have all the protection you need for the risks we face today. (www.meridianrisk.com)

HEALTHCARE | REAL ESTATE & HOUSING | WORKFORCE DEVELOPMENT | DIGITAL CONNECTIVITY | ENERGY & SUSTAINABILITY

OCTOBER 18, 2021

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Th rea fro (al ren im av is b ou ten str an ele the

Be of are ac wo en wh

UPCOMING EVENTS

Ea W thi an im

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er,

P RESID EN T’S M ESSAG E —Michael N. Romita

Earlier this month, the professional community convened for the Westchester County Association’s annual real estate summit. We dedicated this year’s event to sustainability, technology, and connectivity in commercial and residential development. These growing trends will be increasingly important if we wish to attract new businesses to Westchester. Third quarter data indicates that our regional commercial real estate market is generally durable and is rebounding from the effects of the pandemic. Leasing activity is up (already surpassing last year’s annual total) and asking rents remained stable. Every submarket showed improvement. However, both net absorption and availability remain high by historical standards. That is because not all assets are created equal. Some outmoded office buildings are struggling to attract tenants and drifting towards obsolescence. They are strong candidates for adaptive reuse as residential and mixed-use developments. Local zoning boards and elected officials should show flexibility if they wish to keep their communities healthy.

THE FUTURE OF COMMERICAL REAL ESTATE WILL HELP ATTRACT BUSINESSES

Corporate real estate leaders now have a clear priority to integrate the direct and indirect impact of real estate on their company’s sustainability agenda. According to consulting firm KPMG, more than 80 percent of industry executives surveyed expect growing demand for sustainable buildings from tenants and more than half of these executives will be changing their portfolio strategy towards sustainability. That means green building certifications, energy efficiency, waste mitigation, and digital technologies to enhance worker productivity. It also means improved government planning for infrastructure, commuter options, and climate resiliency. Business, political and community leaders each play a role and the Westchester County Association is helping chart the way.

Better positioned commercial landlords will work to meet the needs of their tenants – both current and prospective. As such, business leaders are increasingly informed of environmental and social governance as accretive to their bottom lines. And that extends to their physical workspace – how it is designed, how it interacts with the natural environment, how it interacts with their workers and customers, and what it says about their brand.

WCA PLATINUM INVESTORS

Join the

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Membership in the Westchester County Association is one of the best investments you’ll make for your business. When you join the WCA, you gain the full force of our formidable and proven advocacy infrastructure, working to advance your interests. You beneﬁt from our relationships, our experience and our expertise across a full range of services designed to achieve our members’ business objectives.

Visit westchester.org/member-beneﬁts for more information or contact Melissa Luzzi, Manager Membership & Events, at 914.948.1860 or info@westchester.org.

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OCTOBER 18, 2021

HUDSON VALLEY

'SLOW MOTION' GOSHEN NO MORE?

Proposal under review for 78 apartments, four restaurants in Goshen

Rendering of a proposed building design for Sunrise Commons/Tivoli Plaza in Goshen. BY PETER KATZ Pkatz@westfairinc.com

10.5-acre parcel in the Orange County town of Goshen that previously had been eyed for development now is being proposed as the possible site of a mixed-use project that would have 78 apartments, four restaurants and more. Goshen’s Planning Board has been reviewing the proposal, which is identified as Sunrise Commons/Tivoli Plaza. The property, at 2531 State Route 17M, is situated on an east-west roadway that extends almost 27 miles through Orange County from Middletown to just southeast of Harriman and generally parallels limited-access State Route 17. The property currently has a single-family ranch-style house along with a separate garage. An Orange County property description report lists the owners

OCTOBER 18, 2021

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as Luca and Anna Spensieri. Documents filed with the Town of Goshen identifies the applicant for the development to be “Inter Development Corp. — Luca Spensieri.” According to an engineering report, the proposed use involves two buildings of four stories each that would have a total of 78 apartments. Each building would have two restaurants with a combined total of 117 seats. In addition, there would be a total of 4,257 square feet of retail and service space and 7,755 square feet of office space. A total of 206 parking spaces would be provided at the site, five more than required by Goshen for a project of this nature. There would be amenities for tenants, including a daycare center and gym. In 2018, when Orange County was seeking a federal grant to expand water lines and sewer mains along 17M, there was talk of a hotel possibly being proposed in the future for the site. WCBJ

Materials for the current proposal state that water service will come from on-site wells with the water receiving the same treatment as it would in a public water supply. Wastewater would be treated on-site in “an enclosed package wastewater treatment plant with the treated water discharged into a stream that runs through the property," according to documents filed with Goshen. The engineering report notes that the property is zoned both as a highway commercial zone and a commercial office mixed-use zone. Both of the proposed buildings would be in the highway commercial zone portion of the property. The applicant notes that the retail, office, residential and restaurant uses are all permitted in the highway commercial zone, subject to site plan review by the town’s planning board The applicant is seeking three variances, one related to the design of the parking and the other two relating to use of the existing driveway.

The applicant takes the position that the project would have no significant adverse impacts to the surrounding environment. In addition to approvals from the town of Goshen, the applicant will need a State Pollutant D i s cha r ge E l i m i nat ion System (SPDES) permit from the New York State Department of Environmental Conservation to cover construction of the sewage treatment system and discharge of wastewater. In its Full Environmental Assessment Form (FEAF), the applicant reports that the anticipated liquid waste generation would amount to just under 20,000 gallons per day. The FEAF notes that when the wastewater treatment plant is undergoing a sludge removal process three to five times a year, odors can be expected that would last about two to four hours. The FEAF notes that the occupied buildings would be at least 200 feet away from the wastewater treatment facility.

HUDSON VALLEY

'SLOW MOTION' GOSHEN NO MORE?

Renewed interest in hospitality near Legoland

The project proposed for 6 ½ Station Road would also see the Audubon Society gain an additional 20 acres of wetlands for both its bird sanctuary and wildlife habitat. BY KATHY ROBERTS

“

Buying eyes” opened wider since Merlin Entertainment inked a deal to purchase 500 acres in Orange County five years ago. Located in what is affectionately known by locals as “slow motion” Goshen, Merlin’s $500 million investment in its new Legoland New York park has seen development speeding up in the county seat. Since opening in May, buyers, brokers and bankers have been rethinking their options on the properties surrounding the mega-brick international venue; Goshen’s open space and its proximity to Woodbury Common Premium Outlets to its east and Resorts World Catskills to its west have heightened commercial and residential interest. Legoland New York’s grand opening appears to have prompted one developer to change up original plans for 63 acres two miles north of Legoland’s colorful gates. Town of Goshen Planning Board offi-

cials had a lengthy Zoom session with Goshen Hospitality LLC. Its investors first made an appearance in 2017 with a $40 million proposal to develop 63 acres on 6 ½ Station Road. Developers originally proposed two hotels, a restaurant and a roughly 45,000-square-foot office complex for the site. Now Goshen Hospitality is back before planners, seeking to alter its original footprint by downsizing the proposed office space by nearly 50%, adding another hotel to the two originally proposed, and including a second restaurant. The developer also proposes adding several cottage units that would permit shortterm stays for up to 30 days. Approximately 20 acres of the wetlands on-site would be dedicated to the Orange County Audubon Society, which currently stewards a significant bird and wildlife sanctuary that is accessed from 6 ½ Station Road. Water is an issue, as are the wetlands, which make up a significant portion of the parcel. Bill Tompkins of Hydro

Environmental Solutions had previously worked on the parcel for the former developer and said his company had inspected and tested three wells originally built on the property back in the 19980’s. “The former property owner did a pumping test that showed the wells would more than sustain the original proposal for the property,” he said. “Their actual demand exceeded what the water budget actually was … the wells are on the western part of the site, away from where the plowing and de-icing would be … that’s a good thing.” But adding a caveat, Tompkins said the Department of Health would ultimately have the final say on the wells’ drinking water quality, and added that questions surrounding the runoff the wetlands would not be able to handle would need to be addressed. Most residents calling into the meeting were concerned about the impact on traffic on Cheechunk Road, a potential bottleneck they say would not be assuaged by a traffic FCBJ

circle or a traffic light. Others, including urban ecology professor Jay Westervelt, who hails from the area, said he was familiar with the site because he had researched endangered species on its wetlands. Westervelt questioned the validity of two different reports that had been submitted on the potential impact the trio of hotels — along with the restaurants and hundreds of parking spaces — would have on the bulk of the wetlands parcel. Still another wondered what the true impact of three hotels and two restaurants would have on traffic and quality of life, with Legoland’s entrance just a short distance away. The public hearing was continued until town planners next meet. The full impact of Legoland New York has not been felt by the area, but there’s a heightened resurgence to “build it and they will come” in Orange County. Plans to convert the remaining portion of Route 17 known as “The Quickway” to Interstate 86 are again on the front burner. WCBJ

OCTOBER 18, 2021

HUDSON VALLEY

GOOD THINGS

Jeff Lewis and Will Hennessey are rocking Rockland’s mornings.

WRCR welcomes new host to morning lineup

The Lafayette Theatre in Suffern.

Lafayette Theatre Reopens

s the economy continues to open, people are again flocking to theatres to see live performances. Suffern’s iconic Lafayette Theatre, shuttered by the coronavirus pandemic, reopened last weekend. The 1,000-seat theater will cele-

RCR recently introduced its new morning team: Will Hennessey of Newburgh has taken over engineering and cohosting duties with the launch of “The Morning Show with Jeff & Will” on AM 1700 and

WRCR.com, together with Jeff Lewis, WRCR’s news director. Steve Possell, who cohosted "The Morning Show" on WRCR AM 1700 for two decades, will be a welcome guest on the popular morning show.

brate its 100th birthday in 2024, no doubt incorporating its Mighty Wurlitzer organ into the festivities. In a nod to Halloween, Lafayette Theatre is currently hosting horror favorites each weekend in October and is available for private events.

Alan Cumming

Out of the Adirondacks’ owner David DeVoe displays one of his handcrafted desks

All’s Fair in Rhinebeck

hinebeck’s Arts & Crafts Fair, held at the Dutchess County Fairgrounds, drew over 1,000 visitors the weekend of Oct. 2 and 3. Vendors and attendees

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welcomed the return of many local events that were shuttered in 2020. The fairground is now gearing up for its Sheep & Wool Fest the weekend of Oct. 16 and 17.

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Alan Cumming comes to The Bardavon

he Bardavon in Poughkeepsie is readying to welcome Scottish actor, singer, writer, filmmaker, activist and Tony Award winner Alan Cumming on Monday, Oct. 25 at 8 p.m. He’ll be found in conversation with Joe Donahue of WAMC, reflecting on his new book “Baggage," fol-

lowed by a Q&A. He’ll reflect on break-up of my first (to a woman) and ending with the ascension to my second (to a man), with many kissed toads in between! Bardovan box offices are open Tuesday to Friday from 11 a.m. to 5 p.m. or can be ordered via email at boxoffice@bardavon.org.

FOCUS ON

REAL ESTATE

Mike Handler

BLT setting the pace in Stamford real estate development and Covid response BY KEVIN ZIMMERMAN Kzimmerman@westfairinc.com

t’s nearly impossible to discuss the dramatic growth of Stamford without including Building and Land Technology. The Stamford developer has built some 4,000 apartments in the city over the past decade, with another 200 currently under construction — filling an obvious need, as the city has continued to expand. According to the latest U.S. Census Bureau data, Stamford is now Connecticut’s second-largest city, thanks to a 10.5% population growth between 2010 and 2020. With its population growing over that period from 122,643 to 135,470, Stamford leapfrogged past Hartford and New Haven to trail only Bridgeport — which saw a 0.4% decline from 144,229 to

143,653. The city’s growth also outperformed the state’s 0.89%, Fairfield County’s 4.4% and the nation’s 7.4%. Much of that increase took place before the pandemic hit, resulting in the much-reported exodus from New York City to Fairfield and Westchester counties, among others. The crown jewel in BLT’s portfolio remains Harbor Point, the $3.5 billion mixed-use development that includes five distinct areas, each focused on a park or waterfront feature. The still-expanding development includes over 2,300 apartments, a dozen-plus restaurants, over 20 acres of parks and more than 200 annual events. The evolving Stamford landscape will likely change again next month. Having defeated two-

term Mayor David Martin in the September Democratic primary, State Rep. Caroline Simmons will face off against former Major League Baseball player and manager Bobby Valentine. Martin was dogged at least as far back as the 2017 mayoral election by complaints from some residents that all the construction was causing traffic congestion and headaches. Concerns have also been raised that, once Covid-19 fades into history, the lion’s share of New York apartment-dwellers displaced by the pandemic could flock back to the city. BLT Co-president Michael Handler dismissed such questions, saying the firm has “no concerns whatsoever. “Among the benefits of building apartments and several office buildings in the last decade is that

the infrastructure in the South End has also been largely rebuilt, along with acres of new parks, a revitalized waterfront, new utilities, streets, sidewalks, bike lanes and underpasses,” he told the Business Journal. “Much of this was done by BLT in collaboration with the city and state. “There is no doubt that these infrastructure projects can at times be disruptive,” he continued, “but the final product is hugely beneficial to the community. We look forward to the city completing the Greenwich/ Pulaski Roundabout and the state completing their new garage at the Stamford Train Station — all of which will be critical enhancements to their current condition.” As for Covid, “There is no question that the pandemic redefined the way people think about FCBJ

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their home and their home environment,” Handler said. “There is always a chance that people revert to old habits, but we are confident that the value and variety of amenities offered in Harbor Point have been too attractive to leave and thus far, the data supports this theory. “Very few of those who moved here from New York City have moved back at the end of their lease terms, and most have chosen to stay,” he expanded. “Many of those who did not renew their lease instead purchased a home in the area.” And it isn’t just residential real estate; commercial is hot as well. Among the deals swung this year are ITT moving its headquarters from White Plains to the city; Tomo formally establishing its headquarters in Stamford; » STAMFORD REAL ESTATE OCTOBER 18, 2021

Stamford real estate—

and skincare company Beiersdorf relocating its North American headquarters from Wilton. Still to be determined is the ultimate destination of Philip Morris International, which has said it’s moving its HQ from Manhattan to “Fairfield County,” which some have taken to mean Stamford. “More than any other factor, companies need access to high-quality workforce talent,” Handler declared. “And that talent wants to live in a vibrant city that can provide an exceptional quality of life, great nightlife and activities, a range of housing and accessible transportation — all of which Stamford offers.” Covid response He further noted that BLT tried to be proactive for its existing tenants when Covid hit. The company “has been at the forefront of enhanced cleaning, disinfection, and indoor air-quality enhancements throughout,” he said. “We have partnered with some of the industry’s leading building scientists and architects to ensure that we take advantage

OCTOBER 18, 2021

of the very best technology and maintenance techniques to create a healthy environment in an active pandemic world.” BLT’s staff “has been successfully back in our offices full time for over a year,” he continued, “so we know that our improvements and our practices are effective. By working together with our commercial tenant partners, we were able to ensure they too had what they needed to be confident and successful in their return to office.” On the engineering side, BLT adopted improvements in mechanical air filtration, UV disinfection and bipolar ionization. “We also created a guide early in the pandemic that helped our tenants navigate the overwhelming amount of information and guidelines, which enabled them to streamline their needs and procure what they needed,” Handler said. The developer also partnered secured and distributed $15 million in PPE to frontline workers, and partnered with Stamford Health and the state on a number

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of pandemic-related initiatives. Handler said those included providing “regular comprehensive Covid-19 PCR diagnostic testing for our commercial tenants and their vendors, which served to validate our mitigation efforts while providing an added layer of protection. “As soon as vaccines became available, we ensured ease and accessibility to the vaccine at BLT’s vaccine supersite, located in our corporate headquarters,”

he continued. “The last component to our success was complete transparency and regular communication, which helped bolster confidence and empowered our employees and customers to successfully navigate the crisis.” Handler described BLT’s relationship with Stamford Health as one “based on a mutual understanding for each other’s capabilities and our unified desire to serve the greater community. Stamford Health has served as

a vital partner as we worked to protect our families, our employees, and our customers. It was a natural step for us to partner and expand our efforts to serve the entire Stamford community.” To date, BLT and its partners — which also include Yale New Haven Hospital, CIC Health, Sema4, and Community Health Centers — have facilitated more than 15,000 Covid-19 diagnostic tests and more than 55,000 vaccinations, Handler said.

New Tarrytown waterfront redevelopment effort shoves off BY PETER KATZ Pkatz@westfairinc.com

ive organizations are vying to create a plan to redevelop part of Tarrytown’s Hudson River waterfront. The village issued a Request for Qualifications/Request for Interest (RFQ/RFI) document to begin the process of selecting a developer “for the preparation of a redevelopment plan, on dedicated village parkland that currently is in use by the Washington Irving Boat Club (WIBC).” The RFQ/RFI, which had a Sept. 22 deadline for responses, began a process that’s intended to result in the village selecting one or more finalists who would be invited next year to submit a formal proposal for doing something with the waterfront property. The site at 238 Green St. consists of approximately 6.1 acres; of that, 3.6 acres are underwater. Both the land and underwater portions of the site are owned by the village. The WIBC and Sunset Cove Restaurant have operated there through a leasing arrangement. Both suffered damage from Hurricanes Irene and Sandy. Repairs were made but the village would like to see the current structures replaced with upgrades that would improve flood mitigation. The village said that it is not interested in residential development on the site because it is parkland; thus it is looking for something that would be a tourist attraction. It suggested “restaurants, marina, docks, bike rentals, kayak rentals, etc. Creativity within the response and past work will be given high consideration.” The five RFQ/RFI responses that were received included one from the WIBC itself, which wants to be able to remain in operation at the site. A heavy hitter in the development field, National Resources -- which is based in Greenwich and reported having successfully redeveloped more than $1 billion in projects through public/private partnerships -- said it "is uniquely positioned to take on this waterfront project.” National Resources already has been developing Hudson Harbor, just a stone’s throw from the proposed development site. Hudson Harbor is a $230 million mixed-use project with 300 residential units and 50,000 square feet of commercial, retail and restaurant space. The company said it would like to see a Hudson Valley Gateway Visitor Center at the Tarrytown waterfront that would showcase exhibits about historic and environmental subjects related to the Hudson River and the Hudson Valley. It said the visitor center could be supported by a dock and pier promenade with approximately 7,500 square feet of restaurant and food service businesses. It further said it would be amenable to working out a partnership with the WIBC that included a shared services agreement with the neighboring Tarrytown Boat & Yacht Club. Other expressions of interest in handling

the redevelopment project came from Pier 115 Group, a team of developers in Piermont that has built waterfront restaurant, bar and entertainment operations; N. K. Bhandari Architecture and Engineering of Syracuse; and Barley House Restaurant Group, which has the restaurant and bar Barley on the Hudson at the Tarrytown Boat & Yacht Club. When word got out about the village beginning a process that could lead to redevelopment of the WIBC’s site, a movement got underway to rally support for the boat club. An online petition started circulating that called on the village to keep the WIBC in place. “The village of Tarrytown wants to close down the boat club and change it to a tourist attraction,” the petition said. “Three generations and friends built up and maintained this public parkland with their own money and sweat equity without a single penny of Tarrytown taxpayer’s money.” As of Oct. 5, the petition had 1,615 signatures. WIBC’s response to the RFQ/RFI envisioned changes that include creating a Hudson River Environmental Education Center; installing new landscaping; making additional renovations to the existing restaurant building after $300,000 in renovations that took place this year; adding a stage for entertainment; removing some structures to create more green space; and extending the Scenic Hudson Riverwalk. WIBC suggested that the current size of the marina would be maintained, with a covered area potentially created for boat storage during the winter. WIBC pointed out that the docking spaces at the marina are fully rented, public access to the water is provided and many residents continue to visit the site and the restaurant. The Pier 115 Group said its overall vision included integration of the public park and marina with a publicly accessible state-of-theart restaurant and banquet hall. The Barley House Restaurant Group said it would beautify the parkland while adding a brewery and restaurant along with an upgraded kayak launch area and marina. N. K. Bhandari provided background on its personnel and projects in which they were involved along the Hudson River and as far away as China. In the RFQ/RFI, Tarrytown said that the notion of redeveloping the site into more of a regional tourist attraction would be consistent with other development that has taken place along its waterfront so far during this century. It pointed out that only 20 years ago, the waterfront was dominated by industrial properties such as an asphalt plant and Anchor Motor Freight facility, whose trucks hauled vehicles that had been produced at the General Motors plant. “The Village seeks creative approaches to redevelopment of the property,” the RFQ/RFI said. “Public access along the waterfront, not just for clients or customers, is one of the top priorities of the long-term plans for this site.”

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BY PHIL HALL

Residential energy-efficiency provider Sealed, takes aim at the Connecticut market

Phall@westfairinc.com

hen Andy Frank moved to Stamford in January, he acquired an older home that he quickly discovered was not the most energy-efficient residence. He then assigned himself to be a customer of the business he founded in 2012: Sealed, which modernizes homes that prove to be too hot during the summer and too cold in the winter. “We invest in and coordinate the process

of installing home energy retrofits,” Frank explained. “That's typically weatherization, as well as heat pumps, which are efficient electric heating and cooling systems.” Sealed has primarily focused on the New York City and New Jersey markets before Frank’s personal relocation encouraged him to switch to Connecticut. One of the concerns he quickly recognized within Connecticut involved the state’s electric rates, which are among the highest on the East Coast. “Historically, electric heating has been

associated with baseboard heat, which is not efficient and is very, very expensive,” he said. “Essentially, it is using electricity to heat up coils in your house to keep you warm.” Electric heat pumps, he observed, take a different approach by moving heat rather than creating warmth. “With any traditional heating system — whether it's electric baseboard or a gas or oil boiler or furnace — you're basically creating combustion,” he explained. “You're essentially lighting things on fire in your basement.

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Andy Frank, founder and CEO.

Heat pumps move the heat that's available outside to the inside. “Even on a very cold day, they're still hot air that's outside,” he continued. “Heat pumps use refrigerants to attract that air and bring it inside. It's much more efficient because you don't have to actually create the heat -- you just have to move it.” Despite its name, Frank added, electric heat pumps also handle cooling needs, which is another challenge in many older Connecticut homes — including Frank’s, which lacks central air conditioning. “What's great is you don't need ductwork,” he said. “Most homes in New England and in Connecticut, in particular, don't have ductwork because they don't have central air conditioning. You can install these systems in individual rooms without having to install ductwork.” With its installations customized for each property, Sealed can cover up to the full costs of the upgrades. After that work is completed, the company reviews the homeowner’s actual energy use each month from the utility; the Sealed bill is based on the size of the energy reduction recorded each month. Frank admitted that Sealed is coming into a market where electric heat pumps are not ubiquitous: his company’s research found 51% of Connecticut homeowners heat their residences with oil, compared to 22% in New York and 24% in Massachusetts. Fairfield County has the lowest percentage of oil-heating homeowners at 41%, with 17% running their home HVAC systems on electricity, while neighboring Litchfield and New Haven counties both have a 64% share of homeowners relying on oil heat. Frank said the higher percentage of oil-heated homes in Connecticut was due to residents not being able to connect to a gas line, thus having to fall back on another heating system. But he cautioned that oil heating could turn out to be a liability for homeowners when they plan to sell their properties. “Historically, people didn't really think it was a big deal, but there's a lot more awareness now,” he said. “Most of the houses that we looked at were heated by oil and the one we happened to buy is heated by gas, and that was something that really dissuaded us from bidding on a few homes. “You don't want to buy a home and find out that you have a million-dollar environmental liability sitting there, right?”

Westchester's residential market: Decline in inventory, but no slowdown in demand BY BRIDGET MCCUSKER bmccusker@westfairinc.com

he local residential real estate market has seen such a boom that its strength was deemed unsupportable in the latest 2021 Q3 report from the Hudson Gateway Association of Realtors. “With the exception of the second quarter of 2020, the real estate market has been an anomaly outperforming the economy,” HGAR said. “Sales and prices have enjoyed a trajectory, which is likely unsustainable going forward.” According to HGAR, sales in Westchester, Putnam, Rockland, Orange and Bronx counties were all up from this time last year, with Sullivan County being the region's only exception. The Douglas Elliman report for new signed contracts in September showed a decline from the last quarter in new listings and new signed contracts for both single-family homes and condos in Westchester. However, Rich Ferrari, president and CEO of brokerage for New York and the Northeast Region at Elliman, maintains that even the industry’s experts can’t be sure of how long these trends may continue. And he doesn’t think that demand is slowing down for the region at all. “We know we're not seeing (a slowdown of demand) in the immediate future,” Ferrari said. “Eventually every market goes back to a normal market, but that will only happen when inventory rises and demand slows down. "Right now, demand still remains high and inventory is low, so we will be able to use the barometer basically on inventory," he continued. "Then we'll know we're going back into a normal market, but we don't see it in the near future. It will happen — whether it's six months or five years from now, we don't know, but it will happen.” For now, the only thing hindering the signed contract boom that began last summer in Westchester is the decline in new inventory to replace all that had been bought in the past year. As a result, total sales have decreased over the past three months. “In Westchester and most of the suburbs, whether it's been the Manhattan suburbs or Boston suburbs, we're seeing signed contracts were down, but that's only a result of low inventory,” Ferrari said. “New listings were down over 50%, which naturally will bring signed contracts down.” Demand is still strong, which continues to yield record prices. The median sale price for a single-family home in Westchester is now $855,000, having risen 5.6% from the 2020 Q3 median price of $810,000. “The demand remains very strong,” Ferrari said. “The lower (number of ) signed contracts has nothing to do with the demand.

It's reflected in the price. Prices are continuing to go up, which eventually will slow down the demand when an apartment becomes out of price for a potential buyer. "But we're not there yet," he declared. "It's a very healthy, strong market.” Even with an increase in prices, the market is still proving a desirable one for many buyers with mortgage rates remaining low, at

least for now. Ferrari, however, does not predict that those prices will drop anytime soon. “We expect prices to be stable to upward,” Ferrari said. “With interest rates remaining low, for someone who chooses to finance, even with a high price, it tends to be affordable. Their monthly outlay remains the same as if the prices were a little lower because interest rates are so low.

"Again," he continued, "like transaction volume, prices will level off. They will reach a point where the consumer will begin to think that they are overpriced. We're not there right now. For some of our suburban and second-home markets we were in, probably for five to eight years, prices had not gone up. So it's a little bit of catch-up right now also.” » WESTCHESTER'S RESIDENTIAL MARKET

BRI Members are Building the Future of Housing in Westchester.

Come Join Us. The Building & Realty Institute is a trade association in Westchester County and the Hudson Valley representing the full spectrum of real estate in the County. Whether you build new homes, remodel and update existing homes, or own or operate the co-ops, condos, and multifamily apartment buildings that make up our housing stock, your business will find a home with the BRI. Learn more about our opportunities for advocacy, education and training, and networking to enhance your business at www.buildersinstitute.org or by calling 914-273-0730.

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Westchester's residential market— Ferrari noted that many home sales in the region are second-home buyers — likely who also own residences in New York City. “In New York City right now, the vacancy rate for a rental across the board is about 2.5%, whereas a year ago it would have been about 30%,” he said. “So for everyone that left, someone else came into the city, you know, but what's really happening is so many more New Yorkers have second homes. And a lot of those second homes are suburban homes, they're not country homes, and that's the big plus to Westchester.” Ferrari added that the properties selling fastest right now are those that are move-in ready. Buyers are discouraged lately from renovation projects due to lingering supply chain delays for many home and construction materials. “Whether it's a mid-century modern, a new modern construction, or whether it's a traditional 1920s colonial or Tudor, what is in more demand right now is anything that is in mint condition, either new construction or completely renovated," he affirmed. "Anything where a buyer does not have to do a considerable amount of work tends to get the most interest. "They don't want to wait a year to renovate," Ferrari said. "They want to move in now.”

Rich Ferrari

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Good Things BRI RAISES MONEY AND AWARENESS FOR HABITAT FOR HUMANITY The Building & Realty Institute (BRI) in Armonk recently announced that it has raised $10,000 for Habitat for Humanity in New York City and Westchester County from its annual Charity Golf Outing held Oct. 4 at Anglebrook Golf Club in Lincolndale, New York. “Habitat NYC, an independent affiliate of Habitat for Humanity recently became our neighbors by expanding into Westchester and rebranding as Habitat NYC and Westchester, so we wanted to provide a very warm welcome to our new neighbors and partners,” said Tim Foley, CEO of the BRI. “Habitat’s mission has always been to transform lives and communities by building and preserving affordable homes with families in need, and by uniting all New Yorkers around the cause of affordable housing. The BRI shares that same focus on building the housing we need and making it possible for more working families to call Westchester their home.” The event’s sponsors helped play a major role in the overall success. The list of sponsors included Levitt Fuirst Insurance, The Ferrara Management Group Inc., Finger & Finger, Benchmark Title Agency LLP, CClean. It, Garthchester Realty, Mackoul Risk Solutions, Robison Oil, Perfect Restoration Cleaning, Lashins Development Corp., DeRosa Builders, The Riddell Group, M1 Capital Corp., Stillman Realty Corp., Anker Realty, Fidelity National Title Insurance Services Company of New York Planners Ltd., Scully Construction, Welby, Brady & Grenblatt LLP and Capital One Bank. The Building and Realty Institute of Westchester and the Mid-Hudson Region has more than 1,800 members in 14 counties of New York state. Its mission is to improve the relationships among builders and real estate business owners to the mutual advantage of the industry. For additional information, visit https://www.buildersinstitute.org.

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

OCTOBER 18, 2021

UP, UP AND AWAY, IN A BIPLANE A trip to the Hudson Valley would not be complete without a visit to the Old Rhinebeck Aerodrome. Established by World War 11 veteran James “Cole” Palen in the 1950s, the living history museum in northern Dutchess County pays homage to those courageous men in their flying machines, circa 19001940. There’s even a bicycle plane for aircraft aficionados. The museum hosts an air show (when weather permits) for spectators and offers bi-plane rides. It is open from April to October.

THRIVING ARMONK OUTDOOR ART SHOW More than 8,000 art lovers and artists gathered at the Armonk Outdoor Art Show and many experienced the interactive booth “Create Together.” The recent event included work by 162 juried artists across every medium, with the Create Together interactive art space serving as a community art hub at the entrance of the show. Developed by Armonk-based creative agency Create & Associates, the Create Together booth provided a live, collective art experience for all who entered. Guests of all ages were provided with colorful “leaf stickers” inspired by the Armonk Outdoor Art Show’s brand icon to stick on the white-walled interior. The stickers transformed the 20 X 10 space into a three-dimensional impressionist art scene, alive with color and connection. The concept was inspired by the “obliteration rooms” of Japanese artist Yayoi Kusama. “This year’s show was a huge success, with an increase in attendees by 36% from the last all-time high,” said Anne Curran, executive director of the Armonk Outdoor Art Show. “We’re grateful for the outpour of support, particularly after such

Bridget Gibbons

COUNTY OFFICIAL ELECTED TO NYS ECONOMIC DEVELOPMENT COUNCIL

From left: Tess Romano, intern, Create & Associates; Liz Barnett, volunteer; Cecile Rothschild, creative director, Create & Associates.

a turbulent year. Art sold like crazy and there was great enthusiasm in the air.” Cecile Rothschild, creative director of Create & Associates, felt the palpable energy over the weekend, from both tal-

ent and guests. Established in 1961, the Outdoor Armonk Art Show unites nationally recognized juried artists with art enthusiasts from around the country.

URSULINE SCHOOL OPENS Dr. Janet Taylor, a renowned author and psychiatrist who deals with adolescent anxiety and has appeared on This Morning, NBC The Today Show and ABC Good Morning America on the subjects of stress management, parenting and work-life balance recently addressed students and parents at The Ursuline School in New Rochelle as part of the school’s Rosemary Vrablic ‘78 Distinguished Speaker Series. Taylor spoke about managing stress and returning to an in-person school environment after Covid-19. FCBJ

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From left: Dr. Colleen Melnyk, president of The Ursuline School; Dr. Janet Taylor, author and psychiatrist; and Tamisha Chestnut, director of diversity, equity and inclusion at The Ursuline School.

Westchester County Director of Economic Development Bridget Gibbons was elected to serve her first two-year term on the New York State Economic Development Council (NYSEDC) Board of Directors at its recent 2021 annual meeting held in Cooperstown. In her county position Gibbons is focused on attracting and retaining businesses and talent in Westchester. She has led the administration of the county’s $14-million grant program for small businesses and nonprofits, which provides critical funding to small businesses throughout Westchester County. Gibbons earned a bachelor’s degree in international studies from American University in Washington, D.C., and certificates from Columbia University in computer technology and New York University in social media. NYSEDC is the state’s principal, nonprofit membership organization representing public, private and nonprofit economic development professionals. Its mission is to provide strong leadership that delivers cost-effective value to members through advocacy, professional development, communications and networking. NYSEDC has been serving New York’s economic development professionals for more than 30 years. Its 900-plus members work to build vibrant, diverse and sustainable communities throughout New York state.

BURKE’S REDESIGNED OUTPATIENT FACILITY

Ruth Sapatanga

Eileen Reynolds Becker

NY LAW FIRM EXPANDS INTO CONNECTICUT Just three years after opening its doors in White Plains, New York, women-owned insurance defense law firm Fullerton Beck LLP has expanded in the tri-state area for a second time – the first was in March of 2020 into New Jersey. The firm hired Eileen Reynolds Becker, a veteran insurance defense attorney, to open the Connecticut office and serve as its managing partner. “We have wanted to expand into Connecticut for about a year and when we met Eileen, we knew it was a match,” said Eileen Fullerton, managing partner. Becker, a litigator with more than 25 years of experience and a member of the exclusive American Board of Trial Advocates is an aggressive trial attorney who has taken nearly 40 cases to verdict. She represents individuals, businesses and other organizations in civil litigation, typically personal injury defense matters. She also has extensive experience representing health care professionals and facilities in medical malpractice and longterm care/nursing home litigation. Prior to joining Fullerton Beck, Becker ran her own law firm and worked in the Connecticut offices of national law firms. Becker earned her bachelor’s degree from Syracuse University (1989) and her Juris Doctorate degree, magna cum laude, from Rutgers University School of Law (1992), where she served as managing editor of the “Rutgers Law Journal.” She is a member of the New Haven County and Connecticut Bar associations and the Connecticut Defense Lawyers Association. Fullerton Beck is a full-service litigation firm with offices in White Plains; New York; Red Bank, New Jersey; and North Haven, Connecticut. The firm, which is 100% women-owned, represents companies of all sizes, insurance companies and individuals on a full range of services focused on litigation and risk management.

The recent reopening of Burke Rehabilitation Hospital’s renovated and retrofitted outpatient therapy facility on its 61-acre main campus in White Plains offers state-of-theart equipment in more than 10,000 square feet of dedicated space for physical, occupational, speech and language and specialty therapies. The transformation allows for an open flow throughout the building with the removal of an 18-inch-thick brick structural wall dating back to 1915. “…The renovations and repurposing of this space will enhance patients’ and ther-

apists’ experience and recovery and are incomparable in our area,” said Vice President of Outpatient Services Steve Tisser. The first floor is dedicated exclusively to physical therapy. It features high-tech equipment that improves the functionality of muscles and challenges cognitive abilities. The facility also duplicates the advanced technology used in Burke’s inpatient neurorehabilitation gym to allow outpatient therapists to safely work with patients on their individualized therapy plans. According to Burke’s Supervisor of Out-

patient Occupational Therapy Andrea Sullivan, OT, “The renovated facility presents therapists and patients with the opportunity to recreate real-life situations and improve skills that are vital to daily life. Our goal is for patients to gain independence in their homes and reach their maximum possible recovery.” In addition to the newly renovated outpatient facility on campus, Burke offers nine other outpatient sites with multidisciplinary services in the New York metropolitan and Hudson Valley regions.

A THANKFUL GREENWICH COMMUNITIES Greenwich Communities recently celebrated “Outstanding Community Partners” that supported residences during the pandemic creating resilience and renewed spirit with the community. Board Chairman Sam Romeo set the tone of the ceremony held at Adams Garden on Saturday, Oct. 2, stating “Partnerships with the community are vital. The Greenwich Communities tagline is ‘our ‘Neighborhood Partnerships’ because we couldn’t do what we do without the help of each of the partnering entities throughout the town of Greenwich.” The transition to the new name of Greenwich Communities was strategic in identifying the rationale behind the entity’s work, explained Anthony L Johnson, CEO and executive director of Greenwich Communities; “We changed our name to Greenwich Communities because we are a community. We are an organization in a town of different communities. Although Greenwich has the population to qualify as a city, we call ourselves a town. We don’t want to be a city. We want to be a community and we are a part of that community.” The award recipients were: Greenwich Country Day School (GCDS) and its Center for Public Good were

Top, from left: James Boutelle, Anthony L. Johnson, Sam Romeo, Stephen Brown, Phil Brown and Jane Brown. Bottom, from left: : Margaret Tjimos Goldberg. Dr. Toni Jones, Jen Donnalley. Jenny Hubbard, Laura King and Myra Klockenbrink. Contributed Photos by Bob Capazzo.

recognized for reaching out to Greenwich Communities residents when they needed it most during the pandemic. Neighbor to Neighbor received an award for donating an increased amount of food to the families and older Greenwich adults in Greenwich Communities. William Marr, building official of the town of Greenwich Building Inspection Division, was recognized for outstanding assistance toward the future of Greenwich for the residents of Greenwich communities. The Catherine Violet Hubbard Animal Sanctuary, which honors the memory

of six-year-old Catherine, a kind and compassionate animal lover who lost her life at Sandy Hook Elementary on Dec. 14, 2012, was recognized for its Senior Paw Project, which donated pet food to older Greenwich adults in Greenwich Communities, who couldn’t leave their homes to shop for their pets during the pandemic. The town of Greenwich Board of Education was recognized for feeding students in Greenwich Communities who could not attend classes in person during the pandemic.

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OSSINING RESIDENT ON OPEN DOOR BOARD Ruth Sapatanga became a patient at the Open Door Family Medical Center site in Ossining shortly after arriving here in 2017 from her native Ecuador. This month, as part of its ongoing goal to meet the needs of the people the federally qualified health care center serves, it has added Sapatanga to its Medical Center Board of Directors. “…Unlike other medical groups we are not owned by the practicing physicians,” said Lindsay Farrell, president and CEO of Open Door. “We’ve been very deliberate in identifying community members to serve on our governing board who represent the people we serve….” Sapatanga, who lives in Ossining, has been active as an educator and soccer coach both here and in South America and is now working in a management capacity at Roberto Floors, a locally owned business in Ossining. She holds a bachelor’s degree in education from the University of Cuenca in Ecuador. “I’m thankful for this opportunity and want to continue to get more involved in the community,” she said. “I personally know the struggle of many people who come here, some of whom are without documents. They need to be better educated in order to stay healthy. I want to be part of getting them the information they need so Open Door can help them.” Open Door Family Medical Center’s mission has remained consistent since it first opened in 1972. Today, it cares for over 60,000 adults and children every year in Westchester, Putnam and Ulster counties – with more than 300,000 patient visits and over 400 babies delivered annually – regardless of ability to pay. Open Door currently operates health centers in Ossining, Port Chester, Sleepy Hollow, Mount Kisco, Brewster and Mamaroneck, as well as seven school-based health centers, a dental van and a comprehensive dental facility in Saugerties. OCTOBER 18, 2021

Good Things A.D.’s AIRLINE DIVISION

Aquiline Drones (AD), the American drone manufacturer and cloud technology enterprise in Hartford, has spent the past two years establishing an airline division dedicated to the timely transport of human tissue, organs, blood and other time-critical cargo. The company recently announced the culmination of its extensive effort and official formation of AD Airlines after being awarded its Air Carrier Certificate by the FAA on Sept. 16, which enables AD to commercialize its lifesaving tissue and organ delivery service. Specifically, AD Airlines will implement its patent-pending and unique Mixed Modal Transport Model (R2M2), starting with the use of manned aircraft and gradually incorporating drones as FAA approvals are realized. R2M2 is an Artificial Intelligence (AI)-driven transportation logistics platform supported by the AD Cloud. It uses AI algorithms embedded in AD’s cognitive agent “Spartacus’ to manage a hyper-ledger blockchain platform to optimize transportation logistics. Essentially, AD Airlines plans on using both drones and planes on its Air Carrier Certificate to provide a first-ever comprehensive solution to the human organ and tissue transplant delivery system within the medical industry. “Every year, more than 40,000 patients die because they cannot get their life-saving organs in time. This is not due to a lack of available donated organs, but rather, a cumbersome and archaic transportation system

OCTOBER 18, 2021

SUPER LAWYERS’ IN WHITE PLAINS FIRM Thomson Reuters has selected five lawyers from the White Plains law firm Denlea & Carton LLP for the 2021 edition of “New York Metro Super Lawyers.” Those attorneys include Jim Denlea, Jeff Carton, John Leifert and Craig Cepler and Amber Wallace who was also selected as a 2021 New York Metro Rising Stars. “To be recognized by such a respected lawyer-ranking service is a privilege,” said Partner and Co-founder Jeff Carton.

Amber Wallace

John Leifert

Craig Cepler

Jim Denlea

HOSPITAL VIRTUAL CHAMPAGNE BALL Barry Alexander, right, recieving Air Carrier Certificate. and I can’t think of a better use and combination of AI, aviation, drone and cloud technology, other than to save lives,” said Barry Alexander, founder and CEO of Aquiline Drones. “Between AD’s U.S.-manufactured drones, its inhouse AI lab, the AD Cloud and a growing fleet of aircraft, we are on a mission to eliminate the current 20% discard rate for unused human organs and ensure that they’re physically in the hands of the transplant surgeons in time to save a patient.” Alexander emphasizes that AD Airlines will be used exclusively to expedite and improve the current airborne delivery system for human tissue and organs in the U.S. by at least 30%, starting immediately. AD Airlines will initially focus on the Northeast region (region 11), working with organ procurement organizations (OPOs) and the Organ Procurement and Transportation Network to eventually expand its reach across the nation. Working in partnership with TransportaFCBJ

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tion Coordinators of America and American Expediting, initial revenue opportunities have already been created through inbound orders. The Northeast (Connecticut, New York, Massachusetts, and Rhode Island) is the largest organ transplant region out of the 11 designated nationwide. Hartford Hospital in downtown Hartford is rising in popularity as a premier transplant center. Hartford Hospital is also home to the LifeStar air ambulance program, which has completed more than 35,000 missions and has saved thousands of lives since its founding in 1985. “While there are a few other companies such as UPS Flight Forward Inc. and Amazon Prime Air that are approved by the FAA to conduct drone delivery services, AD Airlines differs in that we are the only American drone manufacturing company with an Air Carrier Certificate dedicated to saving lives using manned aircraft with drones to follow,” said Alexander.

Phelps Hospital, Northwell Health in Sleepy Hollow will virtually host its 34th annual Champagne Ball Friday, Oct. 22. The hospital’s largest annual fundraiser will celebrate longtime supporter Thomas E. Hales, a noted and respected business leader, philanthropist and dear friend to Phelps, with a special posthumous tribute. A Westchester native, Hales was highly regarded as the leader of Union State Bank. Under his direction, the bank grew from $23 million to more than $3 billion in assets. Hales and his wife, Alice Marie, were also compassionate philanthropists who contributed to numerous organizations, including major support for the Thomas E. and Alice M. Hales Endoscopy Unit and the Alice Marie and Thomas E. Hales Pediatric Treatment Area of the Emergency Department at Phelps Hospital, Northwell Health. “We honor and remember Thomas Hales, who, through a lifetime of generosity, touched and transformed countless lives, including many in our own backyard,” said Phelps Executive Director Ei-

Alice Marie and Thomas E. Hales at a previous Champagne Ball benefiting Phelps Hospital, Northwell Health.

leen Egan, R.N. “We are so grateful to the Hales family for joining our virtual celebration and sharing in these wonderful memories. “While we were looking forward to bringing everyone together in person to celebrate Mr. Hales, our highest priority is the safety and health of our supporters, community members and employees. We have a virtual program planned with touching tributes, including a film to honor Mr. Hales, music and our signature champagne toast.” The 34th annual Champagne Ball honorary chair is Alice Marie Hales with event co-chairs Lianne Hales Dugan and Sean F.X. Dugan; Ingrid and Jack Hershman, M.D.; and Rosemary and Kevin Plunkett.

Major support for the event includes: • Legacy of Healing Sponsor: Alice Marie Hales and the Hales Family. • Champions of Health Sponsor: Joe Simone and Simone Healthcare Development. • Phelps Strong Sponsors: Connie Curran, Lianne Hales Dugan and Sean FX Dugan, Melissa Melvin and John Deegan, Rosemary and Kevin Plunkett, Jim Reidy and Pat Jehle, Judith M. and Michael D. Sullivan. Individual tickets begin at $500. Sponsorship opportunities are also available. For information or to register, contact Marissa Coratti at 914-366-3104, email mcoratti@ northwell.edu or visit www.phelpsgiving.org/champagne-ball.

VIETNAM VETERAN DISCUSSES HIS BOOK AT LINCOLN MUSEUM

Dr. Sharlise Smith-Rodriguez

NEW DIRECTOR AT GIRLS INC.

A nonprofit girls-only organization Girls Inc. Westchester, which inspires all girls to be “Strong, Smart and Bold,” recently announced that Dr. Sharlise Smith-Rodriguez will join the organization as executive director beginning Nov. 1. An experienced and dedicated leader in higher education, she has focused her career on student affairs, serving in a variety of administrative positions at Manhattanville College in Purchase, New York. Smith-Rodriguez earned her Bachelor of Arts degree from SUNY-Purchase in Purchase, her master’s degree in elementary education and her Doctor of Education in educational leadership with a concentration in higher education, both from Manhattanville College. “…There has never been a more important time to address the inequality that still exists for girls and women. Girls Inc. Westchester creates evidence-based programming that enables us to unleash the true potential of every girl. Sharlise’s experience, passion and dedication to student success will enable us to broaden our reach and expand the depth of our programming to all girls throughout Westchester,” said Girls Inc. Westchester Board Chair Fiona Bruder.

CONNECTICUT LAW FIRM ADVISES GLOBAL TRANSACTION

New Haven, Connecticut, law firm, Carmody Torrance Sandak & Hennessey recently advised Nevada-based CH4 Global, a pioneer in utilizing seaweed to drastically reduce ruminant methane emissions, on its $13-million Series A funding led by DCVC, the Silicon Valley venture capital fund. Commenting on the deal corporate partner Matthew H. Gaul, who led the Carmody team, said, “CH4 is leading the way in innovative aquaculture technology and we are proud to advise them on this important development in their mission to bring their product to market in 2022.”

The Lincoln Depot Book and Lecture Series continues Saturday, Nov. 6, from 2 to 3 p.m. with decorated Vietnam veteran and author John Fratangelo, who will discuss his recent book “The Last Goodbye” in the Lincoln Depot Visitor’s Center. Originally from the Bronx and now a resident of Mahopac, New York, Fratangelo gives a candid account of his life leading up to his two years of service in Vietnam, the horrors of combat and the challenges he faced returning home. It is a memoir that provides a first-hand account of an era in American history that needs to be told and a personal story that brings to life the tragedy and struggles of those who fought in Vietnam. Fratangelo is a recipient of the Silver Star and the Purple Heart. He is presently junior vice commander of the Military Order of the Purple Heart.

GREENWICH MOMS TEAM UP FOR HALLOWEEN EVENT

Admission is $10 per person and free to museum members. New York state Covid guidelines will be followed.

For more, visit lincolndepotmuseum. org or call 914-402-4318 or email at lincolndepotfdn@gmail.com.

SUBSTANCE ABUSE AWARENESS The nonprofit organization A Promise to Jordan in Simsbury, Connecticut, will host its first “Awesome AF (Alcohol Free) Dinner” fundraiser Thursday, Nov. 18 at Soma Grille, 731 Hopmeadow St. in Simsbury, from 6:30 to 9:30 p.m. “We are thrilled to offer an alternative to the typical wine dinner many nonprofits offer as fundraisers since our organization is committed to fighting substance-use disorders,” said Lisa Gray, founder and executive director of A Promise to Jordan. “Guests will enjoy a fabulous four-course meal prepared by the chefs at Soma Grille and each course will be paired with a specialty nonalcoholic wine or mocktail prepared by Queenie’s Cocktail Bar of Simsbury,” said Gray. Proceeds will benefit the organization that is dedicated to raising awareness about substance-use disorders, eliminating the stigma associated with them, assisting people in accessing quality care and giving hope to those struggling with addiction and their families that recovery is possible. Gray created A Promise to Jordan after losing her son, Jordan Arakelian, who was 24 of age at the time, to an accidental overdose in 2018. “A Promise to Jordan wants to reach young people before they are in the grips of addiction,” said Gray. “With the current opioid crisis, America is losing thousands of valuable lives every month. In 2020, over 1,300 lives were lost to overdoses just in Connecticut.”

The Local Moms Network, the parent company of Greenwich Moms, will host Greenwich Greet & Treat, a Halloween-centric community event taking place on Greenwich Avenue Sunday, Oct. 31 from 11 a.m. to 3 p.m. A series of unique activations will complement the safe trick-or-treating opportunity the event provides. Businesses along Greenwich Avenue will participate with special instore promotions and goodies for all, and a number of food trucks will be on site, including Dough Girls, Neil’s on Wheels and more. Greenwich Greet & Treat Presenting Sponsor is Greenwich Hospital, which serves Fairfield County, Connecticut and Westchester County, New York, and specializes in a wide range of medical, surgical, diagnostic and wellness programs and operates a pediatric specialty center. Diane Kelly, president, Greenwich Hospital, said “…It has been very disappointing to all of us at Greenwich Hospital that we have had to cancel our time-honored tradition of the Teddy Bear Clinic for the past two years because of Covid. It is important for us to be able to support efforts that bring our community together, especially with children at the heart of the event.” Houlihan Lawrence is Trick or Treat Balloon & Bag Sponsor, serving as the event’s exclusive real estate partner. Bright Horizons is also a Trick or Treat Balloon & Bag Sponsor. For more information on the event, visit greenwichmoms.com.

Lisa Gray, above, and Jordan Arakelian.

Tickets are $60 per person or a VIP table for eight can be reserved for $500 and the purchaser will receive priority ta-

ble placement and name on the table. Visit apromisetojordan.org for information and resources or call 860-390-1391. FCBJ

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

OCTOBER 18, 2021

Good Things WALKING VIRTUALLY FOR THE RIGHT CAUSE

NAMED TO 2021 NY METRO SUPER LAWYERS

Russell Yankwitt

Alicia Tallbe

A virtual three-day SafeWalk, the first weekend in October, marked the Danbury-based Women’s Center 15th annual premier event that unites the community in a vision to end domestic violence and raise funds to support programs and services that are provided at no cost. More than $75,000, and still counting, was contributed through sponsorships, registrations and peer-to-peer fundraising. Hundreds of individuals on more than 40 teams ran, walked, hiked and creatively moved their way from across the greater Danbury area to Michigan, Virginia, New York, Washington, D.C., Maine and as far as California. SafeWalk Chair Kathy Graham of Ridgefield said, ”… This was an important fundraiser because funds raised are critically needed to pay for the programs that are offered at no cost, 24/7, to help victims of domestic violence and sexual assault. …The Women’s Center changes lives through crisis intervention, shelter, counseling, advocacy and education.” For the first time, there was a pet registration option for pets to proudly wear their SafeWalk bandanas while walking with their families. Marcia Nelson of Ridgefield, the three-time highest individual fundraiser, said, “…Isn’t it a basic human right to want to be ‘Safe at Home, School and Everywhere In Between?’”

Dina Hamerman

Ben Fishman

Cheryl Kunst, Women’s Center director, administration and human resources and her pet.

Fairfield County Bank’s “Strength in Numbers” was the highest fundraising team for the third year in a row as was Newtown High School’s “Girls Inspiring Girls.” The Women’s Center provides free and confidential services to prevent or lessen the trauma associated with domestic violence, sexual assault and other major life transitions to thousands of women, children and men annually. The programs of

the Women’s Center are supported by state and local government, area United Way agencies and the people and businesses in the communities it serves, including Bethel, Bridgewater, Brookfield, Danbury, Kent, New Fairfield, New Milford, Newtown, Redding, Ridgefield, Roxbury, Sherman and Washington, Connecticut. The organization serves more than 30,000 individuals with free and confidential services that are available 24 hours a day, 365 days a year.

UNITED HEBREW: AMONG TOP 4% IN NATION

Cassandra Vogel

Michael Reed

Yankwitt LLP in White Plains, which specializes in litigation, recently announced that six of its attorneys were named to the 2021 New York Metro Super Lawyers and Rising Stars lists. Named to Super Lawyers are: Russell Yankwitt, managing partner, business litigation; Dina Hamerman, executive director, business litigation; Alicia Tallbe, partner, business litigation; and Benjamin Fishman, counsel, business litigation. Michael Reed and Cassandra Vogel were named to Rising Stars. Yankwitt, who has appeared on the Super Lawyers list since 2011, also made a repeat appearance on the 2021 Top 100 Lawyers in New York and the Top 25 Lawyers in Westchester County. Over the past year, the firm has

been recognized by Chambers USA in Commercial Litigation: General – the only firm in Westchester County to be named to this list; Best Companies to Work for in New York; and Best Lawyers in America©. Super Lawyers, part of Thomson Reuters, is a research-driven, peer-influenced rating service of outstanding lawyers who have attained a high degree of peer recognition and professional achievement. Founded in 2009, Yankwitt represents businesses and high-net-worth individuals across a broad range of matters. The firm also routinely handles complex cases in Westchester on behalf of national law firms and often serves as trial counsel for local law ﬁrms.

OCTOBER 18, 2021

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United Hebrew of New Rochelle has been ranked by “Newsweek” among the nation’s best. Of the nearly 12,000 nursing homes evaluated, only 450 made the magazine’s list. That places United Hebrew among the top 4% of nursing homes in the nation, according to the “Best Nursing Homes 2022” report, which provides important guidance to families and medical providers searching for a nursing home of the highest quality. The number of Americans aged 65

and older is growing. According to Statista – which partnered with “Newsweek” to produce the report – by 2030, this demographic will account for more than 20% of U.S. residents and at least 70% of them will require long-term care. “Therefore, selecting the right nursing home for beloved family members is a major decision,” said Rita Mabli, president/CEO, United Hebrew. The rating aims to provide families with a clearer view of the quality of care provided by nursing homes. The rankings

are based on performance data from the Centers for Medicare & Medicaid, peer recommendations from medical experts and the facility’s handling of Covid-19. Out of more than 600 nursing homes in New York state, only 55 made Newsweek’s list. “This ranking is a testament to our hard-working staff members, who elevate the standard of care in Westchester and beyond. We are extremely proud of the dedication and compassion they provide to our residents each day,” said Mabli.

INVESTMENT MANAGEMENT FIRM’S GRANT TO LAW SCHOOL

RADIO SHOW HOSTS TRICK OR TREAT EVENT

Lauren Freifeld

NEW EXECUTIVE DIRECTOR AT SENIOR LIVING COMMUNITY Waterstone of Westchester in White Plains, a new upscale senior living community opening in 2022, has announced the appointment of Lauren Freifeld of Mamaroneck as its executive director. Prior to joining Waterstone, she served as the executive director of a senior living community in Ardsley, New York. “…As a Westchester resident, she (Freifeld) is familiar with the community and has extensive background in the senior living industry,” said Joanna Cormac Burt, COO, Epoch Senior Living. Freifeld started her career as a social worker in the health care industry working with older adults and later took management positions in senior living communities. In her most recent position she was responsible for the overall management of a 175-apartment senior living community offering a continuum of care. During her time there, she successfully led the community during the Covid-19 pandemic, ensuring all state regulations were met for the safety of residents. She received two Quality Enhancement awards recognizing her for outstanding management skills. A recipient of a Master of Science degree from Columbia University in social work, Freifeld earned her bachelor’s degree from Clark University and is a certified dementia practitioner. Waterstone of Westchester is the latest independent senior living community created by EPOCH Senior Living and National Development, which operates 12 senior living communities with four currently under construction. Residents will also benefit from access to home care services through an on-site partnership with VNS Westchester. Waterstone is the company’s first independent senior living community in New York state.

Front, from left: Professor Jill Gross, associate dean for academic affairs; Professor and Dean Horace Anderson; John C. Lettera ’99, founder and CEO of RealFi Financial LLC; Professor Elissa Germaine, executive director, John Jay Legal Services and director, RealFi Funding Investor Rights Clinic. Back, from left: students from the RealFi Funding Investor Rights Clinic Shabnam Froogh, Omar Youssef, Jessica Jhingoor and Anthony Balbo ’19, director, RealFi Real Estate Investment Trust.

The Elisabeth Haub School of Law at Pace University in White Plains has received a five-year grant to name its Investor Rights Clinic after RealFi Financial LLC, a technology-driven, alternative investment management firm. The newly named RealFi Funding Investor Rights Clinic is recognized across the country as a leader in arbitration and securities dispute resolution and is considered one of most unique experiential learning opportunities at the Haub School of Law. For the past quarter century, the RealFi Funding Investor Rights Clinic has provided students with direct legal experience under the supervision of licensed attorneys who are not only practitioners, but also trained in individually educating and mentoring students. The clinic makes an impact on the community by providing access to the justice system to investors of modest means who otherwise might be unable to afford representation. Under the auspices of John Jay Legal Services Inc., a not-for-profit legal services firm that houses and runs the clinic and externship programs at the Elisabeth

Haub School of Law, student interns in the RealFi Funding Investor Rights Clinic represent small investors with claims against their brokers in arbitration and mediation proceedings before the Financial Industry Regulatory Authority (FINRA). Since its inception, more than 200 students have participated in the clinic, reviewing hundreds of inquiries and handling approximately 100 cases for investors. Clinic students have secured almost $900,000 in recovered funds for their clients. “We deeply appreciate RealFi’s generous gift, which will help the clinic continue to expand its important work to bring access to justice to small investors and provide our students with additional educational and advocacy opportunities,” said Professor Elissa Germaine, executive director of John Jay Legal Services and director of the RealFi Funding Investor Rights Clinic. The grant from RealFi was inspired by its founder and CEO John C. Lettera, who is a 1999 graduate of Haub Law and also serves as an adjunct professor at the law school, teaching corporate finance to

upper-level students. Lettera is another alumni success story for the law school. He has more than 21 years of legal experience and over 27 years’ experience in real estate debt originations and acquisitions as well as equity investing. He founded and has successfully managed two financing funds worth over $100 million. At RealFi, based in White Plains, he employs 16 graduates of Haub Law, building and mentoring a management team with a diverse combination of legal, financial, management, real estate, transactional and investment skills. His teaching and philanthropic commitments are among many contributions to the law school. In 2013, he received the distinguished Haub Law Leadership Award recognizing his support. Since opening its doors in 1976, Elisabeth Haub School of Law has over 9,000 alumni around the world. It launched its Environmental Law Program in 1978 and it has long been ranked among the world’s leading university programs, with a current No. 1 ranking by U.S. World and News Report. FCBJ

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Anna and Raven of the STAR 99.9 FM morning show are hosting their fourth annual “Trick or Treat Day” the Saturday before Halloween, Oct. 30, at the new Hartford HealthCare Amphitheater in Bridgeport. “Over the years, we’ve heard from parents and teachers that trick or treating on a school night or, in this year’s case, the day before school, is always an issue,” said Anna. “So, Raven and I came up with this idea to always have a big Halloween party on the last Saturday of the month.” This year’s event is in the biggest location yet, the brand-new Hartford HealthCare Amphitheater in Bridgeport, a sponsor along with Jaguar Land Rover Fairfield. “We have had such great success the past few years and it was time to open it up to a much bigger space to allow more families to attend,” said Raven. “And why not showcase one of the most exciting new facilities in Bridgeport?” The event will feature multiple vendors and all types of Halloween family fun. Tickets are $5, including parking, through Ticketmaster or at star999.com. The rainor-shine event is expected to sell out, so tickets should be purchased in advance.

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OCTOBER 18, 2021

Good Things MURTHA CULLINA WELCOMES NEW ASSOCIATE Samantha L. Kopf has been welcomed by Murtha Cullina LLP in Stamford as an associate in the firm’s trusts and estates department. Her experience includes drafting and implementing sophisticated estate planning documents for a wide range of clients, including high-net-worth and ultra-high-net-worth individuals and families. She also has experience with estate and trust administration. Before joining Murtha Cullina, Kopf served as a judicial law clerk for judges Margaret Cangilos- Ruiz and Wendy A. Kinsella of the United States Bankruptcy Court, Northern District of New York. She also clerked for the judges of the state of Connecticut Superior Court. Kopf received her Juris Doctorate, summa cum laude, from the Elizabeth Haub School of Law at Pace University and her Bachelor of Arts degree in economics from Barnard College. She is currently pursuing an advanced professional certificate in taxation (estate planning) from New York University

HIGH SCHOOL’S FIRST-EVER GOLF CLASSIC

Samantha L. Kopf

School of Law. With offices throughout Connecticut, Massachusetts and New York, Murtha Cullina is the exclusive member firm in Connecticut for Lex Mundi – the world’s leading network of independent law firms with in-depth experience in 100-plus countries worldwide.

PHELPS’ NEW STROKE DIRECTOR Phelps Hospital, Northwell Health in Sleepy Hollow has welcomed Dr. Ramandeep Sahni as stroke director. With more than 15 years of clinical experience in the Hudson Valley region, Sahni will also serve as Northwell Health’s regional director of stroke ambulatory services for the Westchester region. Dedicated to developing and promoting strategies to standardize stroke care to eliminate health care disparities, Sahni’s personal goal is to advance stroke prevention by raising awareness of the concept of vascular health within the community and assuring her patients are educated and empowered to target their own risk factors. After graduating from Dayanand Medical College in India, Sahni completed her medical internship and neurology residency at Long Island Jewish Medical Center, followed by a two-year vascular neurology fellowship training at Mount Sinai Medical Center in New York. Double-board certified by the American Board of Psychiatry and Neurology in adult neurology and vascular neurology, Sahni is a clinical associate professor of neurology at New York Medical College as well as a member of the American Academy

OCTOBER 18, 2021

From left: Anna E. Parra, Maria Regina High School president; honorees Jeanne Donovan and Maria Perry (Romano); and MRHS Principal Maria R. Carozza-McCaffrey.

The Maria Regina High School’s (MRHS) recent Golf Classic and Dinner Reception, was declared a “hole-in-one success” by guests, golfers and supporters, especially since it was its first golf event. Division Street Hospitality, owned by Nicholas Mancini, sponsored the day-long event at Leewood Golf Club in Eastchester, which attracted more than

165 parents, alumnae, members of the faculty and administration, community partners and other friends of the all-girls independent Catholic secondary school in Hartsdale. “Their shared commitment to supporting our mission of preparing young women for post-secondary success resulted in raising more than $30,000 in sponsorships…,” said Anna E. Parra,

school board president. The highlight of the fund raiser was honoring two longtime, faculty members who devoted a combined 84 years of teaching careers at MRHS: Maria Perry of Yonkers, business development and accounting, and Jeanne Donovan of the Bronx, mathematics department. They both joined the MRHS faculty in 1979.

AN ART AFFAIR GALA

Dr. Ramandeep Sahni

of Neurology and the American Heart Association. Phelps Hospital, Northwell Health is officially designated as a stroke center by the New York State Department of Health. Prioritizing every patient who arrives with signs of stroke, Phelps provides immediate testing, diagnosis and treatment. Research shows that receiving treatment at a designated stroke center reduces the risk of complications and improves long-term outcomes. FCBJ

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Orange County Arts Council in Goshen will host its annual gala, “The Art Affair Night Song,” on Thursday, Nov. 4, from 6 to 10 p.m. at West Hills Country Club, 121 Golf Links Road, Middletown. This year’s honorees are Newburgh Free Library’s Harriet Tubman Sculpture Committee, Summer Crocket Moore and Tony Glazier of Choice Films and Martin Dominguez Ball. “Night Song” also features inspirational nocturnal musical voices and a fantasy wonderland curated by Ed Manner and Ralph M’Vore. All proceeds from this event will support OCAC’s public and education programs. “Night Song” will be a unique artistic experience, unlike a typical gala. Attendees will enter into an ethereal world of dreams as created by Manner and musician/choreographer M’Vore, and everyone is invited to wander and become part of the works. Honorees will be celebrated for their achievements and contributions to Orange County’s diverse artistic community.. Single tickets are $150 per person or $700 for six people. Orange County Arts Council members receive a 10% discount.

Clockwise: Gala honorees: Martin Dominguez Ball, Summer Crocket Moore, Tony Glazier and Harriet Tubman Statue Committee, represented by the sculpture.

Registration is required for this event. Visit ocartscouncil.org for all ticket prices, sponsorship packages and more information.

OCAC is also looking for volunteers to assist with this event. Inquiries can be made at info@ocartscouncil.org

ARTS COUNCIL AND VIRTUAL ARTISTS STUDIO VISIT Orange County Arts Council (OCAC), Goshen, in partnership with the Newburgh Free Library, will present a virtual Artist Studio Visit with abstract artist Heidi Lanino on Thursday, Oct. 21, at 5 p.m. A figurative abstract painter with a strong base in gestural drawing influenced by the transformative nature of movement, Lanino was one of four recipients of a full-tuition merit scholarship from Pratt Institute where she studied drawing and painting. For several years she worked as an art director for L’Oréal. “Heidi’s talent and process incorporates a masterful understanding of movement,” said Sarah McKay, Orange County Arts Council’s executive director, of Lanino’s folded figures of women out of metal. Lanino’s artistic practice includes drawing, painting, sculpture, ceramics, teaching and community installations. She lives and works in the Hudson Valley with her husband and two sons. More information on

FIRE, FLOOD, PANDEMIC, NOT EXHIBIT DETERANTS AT MUSEUM

Heidi Lanino

Lanino’s artworks can be found at https:// www.heidilanino.com. Tickets are free for OCAC members; $10 suggested donation for nonmembers. Registration is mandatory to attend this virtual event. An email with the event link and password to login will be forwarded to those who register for the event.

CONVERSATION ON PULITZER PRIZEWINNING BIOGRAPHY OF MALCOLM X On Thursday, Oct. 21, from 6 to 7 p.m., Purchase College-SUNY will present Tamara Payne in conversation with Professor Andrew Salomon about her late father’s award-winning book “The Dead Are Arising: The Life of Malcolm X.” The event, part of the fall season of the Durst Distinguished Lecture Series is free, open to the public, and will be held digitally via Zoom. The book won the Pulitzer Prize in Biography, the National Book Award for Nonfiction, was longlisted for the Andrew Carnegie Medal for Excellence in Nonfiction and was named a best book of the year by “The New York Times” and “The Washington Post” among others. Les Payne, a Pulitzer Prize-winning journalist who served as an editor and columnist at Newsday, worked on The Dead Are Arising for nearly 30 years. Tamara, his daughter, was the lead researcher and co-author, completing the book after he passed away in 2018 at the age of 76. “Les Payne and Tamara Payne have added greatly to the understanding of Malcolm X and the ongoing struggle for many Americans to achieve the full promise of American ideals,” said Salomon, an associ-

Tamara Payne

ate professor of journalism at Purchase. “Tamara continues the legacy of her father to follow the facts and write the truth and to hold those in power to account.” Anthony Domestico, an associate professor of literature at Purchase and chair of the literature department, said “The Dead Are Arising" is an awesome work of history, graceful in its style and meticulous in its research. It’s also a record of and tribute to, scholarly collaboration and familial love.” To register for the event, visit https:// purchase.zoom.us/meeting/register/ tJItdu-vpz4tGdIeWyXdkvK2qxfPnOm0_ytH.

CONNECT WITH westfair communications westfaironline.com wagmag.com

Joe Fucigna and his works of art.

A new exhibit opening Oct. 28 at the Housatonic Museum of Art, 900 Lafayette Blvd. in Bridgeport is appropriately named “Drip-Drop, Tick-Tock, Here + Now.” Originally scheduled in 2018, the show was canceled a week prior to opening due to water damage from a fire above the gallery. When rescheduled for 2020, the exhibit was postponed again due to the pandemic. “It is funny how the title, Drip-Drop, Tick-Tock, seems to have anticipated the circumstances of the show cancellations. Drip-Drop for the water damage and Tick-Tock for the ticking time bomb of

Covid,” said the artist, Joseph Fucigna. The multimedia sculpture exhibition presents modest industrial materials transformed into elegant, yet provocative abstractions. The Drip Series was inspired by silicone putty sliding down a wall, the Drape Series by the configurations of hanging cloth and the most recent Hose Series by typical, suburban garden hose. The exhibition opens Thursday, Oct. 28, with a reception from 5:30 to 7:30 p.m. The show will be on view in the museum’s Burt Chernow Galleries in Lafayette Hall on the Housatonic Community FCBJ

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College campus through Friday, Dec. 10. A gallery talk with the artist will take place Saturday, Nov. 13 at 1 p.m. as part of CityWide Open Studios. Joseph Fucigna lives and works in Weston, Connecticut. An art professor at Norwalk Community College and chair of the Studio Arts Program, Fucigna holds a B.F.A. from Alfred University and an M.F.A. from the School of Visual Arts. His work has been exhibited throughout the Northeast and New York and he is a 2018 recipient of an Individual Artist Fellowship from the Connecticut Commission on the Arts. OCTOBER 18, 2021

Facts & Figures

westchester county

U.S. BANKRUPTCY COURT, White Plains & Poughkeepsie, Local business cases, Oct. 6 – 12 ACCBA Holdings LLC, Harrison vs. Joseph J. Denn, Rye Brook, 21-7094-RDD: Adversary proceeding in Denn Chapter 7 (20-22403), fraud. Attorney: Alexander Tiktin.

U.S. DISTRICT COURT, White Plains, Loc]al business cases, Oct. 6 – 12 Hudson Private LP, Pearl River vs. Bron Studios USA, Carson City, Nevada, et al, 21-cv-8259-CS: Breach of contract. Attorneys: Kevin A. Fritz, Mitchell Schuster. District Council 9 Painting Industry Insurance Fund, White Plains, et al vs. Casabella Contracting of New York Inc., Buchanan, et al, 21-cv-8285-KMK: Civil enforcement of employee benefits. Attorney: Dana L. Henke. Leonardo Parjarito, Yonkers, et al, vs. Latin Brands Restaurant Groups Inc., Yonkers, et al, 21-cv-8343-CS: Denial of overtime compensation. Attorney: Michael A. Faillace. Erica Dolan vs. Triple A Supplies Inc., Newburgh, et al, 21-cv-8345-CS: Family and Medical Leave Act. Attorney: Parisis G. Filippatos.

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:

Melvina Hawkins, Georgia vs. Domalosa Inc., d.b.a. Iris Farms, Pinebush, et al, 21-cv-8404: Fair Labor Standards Act, Attorney: Jordan El-Hag.

DEEDS Above $1 million 55 Davis Hill LLC, White Plains. Seller: Jambles Properties LLC, White Plains. Property: 55 Davis Ave., White Plains. Amount: $1.4 million. Filed Oct. 5. 61 Grandview Development LLC, Purchase. Seller: Samuel R. Coleman and Leslie Coleman, Bedford Hills. Property: N/A Grace Church St., Rye. Amount: $1.4 million. Filed Oct. 5. 150 Wildey LLC, Tarrytown. Seller: Michael Birritella and Diane Birritella, Tarrytown. Property: 154 Wildey St., Greenburgh. Amount: $1.1 million. Filed Oct. 4. Alba’s 14-16 MV Corp., Mount Vernon. Seller: 14-16 M.V. Corp., Mount Vernon. Property: 14-16 W. First St., Mount Vernon. Amount: $1.7 million. Filed Oct. 6. Coastline Modern Houses LLC, Larchmont. Seller: Elizabeth Key Spencer and Edward F. Campbell, New York City. Property: 800 Rushmore Ave., Mamaroneck. Amount: $1.1 million. Filed Oct. 5. ECG Properties LLC, Scarsdale. Seller: Benson Wu, George M. Wu and Samuel M. Wu, Scarsdale. Property: 31 Greenacres Ave., Scarsdale. Amount: $1.6 million. Filed Oct. 6. Gibbs, Martyn, New Rochelle. Seller: 423-425 Wilmot LLC, Lawrence. Property: 407 Wilmot Road, New Rochelle. Amount: $1.4 million. Filed Oct. 6. Haven Propco I Illustrator LLC, New York City. Seller: NA West LLC, New Rochelle. Property: 600 North Ave., New Rochelle. Amount: $5 million. Filed Oct. 6. LPark Studios North LLC, Greenwich, Connecticut. Seller: JMM Industries LTD. Property: 95 Woodworth Ave., Yonkers. Amount: $10.2 million. Filed Oct. 4. Yee, Vivian and Eun Tack Lee, Fresh Meadow. Seller: Fox Meadow Road LLC, Scarsdale. Property: 246 Fox Meadow Road, Scarsdale. Amount: $1.5 million. Filed Oct. 4.

Larry Miles c/o Westfair Communications Inc. 701 Westchester Ave, Suite 100 J White Plains, N.Y. 10604-3407 Phone: 694-3600 • Fax: 694-3699

OCTOBER 18, 2021

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ON THE RECORD

Below $1 million 158 Buena Vista LLC, Brooklyn. Seller: Irene Sacco, Myrtle Beach, South Carolina. Property: 158 Buena Vista Ave., Yonkers. Amount: $525,000. Filed Oct. 7. 165 Highland Avenue LLC, Pelham. Seller: Carmel Milagros Cooper, Yonkers. Property: 165 Highland Ave., Yonkers. Amount: $825,000. Filed Oct. 5. 221 Union Avenue Realty LLC, New Rochelle. Seller: Ronald Vitti and Susie Vitti, Mamaroneck. Property: 221 Union Ave., New Rochelle. Amount: $440,000. Filed Oct. 6. Aligene, Kathy and Marc Lener, Larchmont. Seller: Northeast Property Owner LLC, New York City. Property: 10 Byron Place, Unit 802, Mamaroneck. Amount: $875,000. Filed Oct. 7. Artsdale Realty Corporation, Mount Vernon. Seller: Michele A. Santos and Manuel A. Santos, New Rochelle. Property: 155 Summit Ave., Mount Vernon. Amount: $700,000. Filed Oct. 6. Baconi, Nicole and Andrew Stephen Knox Kelly, Madrid, Spain. Seller: Larchmont Units LLC, Great Neck. Property: 2 Washington Square, Unit 5E, Mamaroneck. Amount: $690,000. Filed Oct. 7. Bonilla, Chaim, Bronx. Seller: 1 Ridge Hill LLC, Plainview. Property: 701 Ridge Hill Boulevard, Yonkers. Amount: $617,000. Filed Oct. 7. BGRS LLC, Scottsdale, Arizona. Seller: Jesus M. Garcia and Deborah J. Garcia, Katonah. Property: 52 Huntville Road, Bedford. Amount: $800,000. Filed Oct. 5. Camilo, Luis F., Bronxville. Seller: 128 Parkway Homes LLC, Cross River. Property: 128 Colonial Parkway, Unit F, Yonkers. Amount: $404,000. Filed Oct. 6. Carchi, Gardemia, Port Chester. Seller: 238 South Regent Street Avenue LLC, Bronx. Property: 238 S. Regent St., Rye. Amount: $785,000. Filed Oct. 4. Corsello, Mary, Katonah. Seller: BGRS LLC, Scottdale, Arizona. Property: 52 Huntville Road, Bedford. Amount: $800,000. Filed Oct. 5. Floral Equities 2 LLC, Yonkers. Seller: RCS Commercial Company LLC, Yonkers. Property: 47 Caroline Ave., Yonkers. Amount: $600,000. Filed Oct. 4.

Graham, Shevonba, Bronx. Seller: Reign YS 555 LLC, Brooklyn. Property: 23 S. 11th Ave., Mount Vernon. Amount: $625,000. Filed Oct. 7. Henriquez, Christian, Bronx. Seller: 162 Park Hill Avenue LLC, Yonkers. Property: 162 Park Hill Ave., Yonkers. Amount: $830,000. Filed Oct. 5. Lamberto, Christine, Eastchester. Seller: Cartus Financial Corporation, Danbury, Connecticut. Property: 14-21-21 Dranda Cres, Greenburgh. Amount: $360,000. Filed Oct. 4. Leonetti, Arden S., Thornwood. Seller: Seaside Kingsley LLC, Thornwood. Property: 479B Heritage Hills, Somers. Amount: $450,000. Filed Oct. 7. McKenzie, Glenford and Joan McKenzie, Bronx. Seller: 17 High Street LLC, New York City. Property: 17 N. High St., Mount Vernon. Amount: $673,000. Filed Oct. 6. Paulose, Paul and Bindu Paulose, White Plains. Seller: Charlton Plains LLC, Yonkers. Property: 150 N. Broadway, White Plains. Amount: $380,000. Filed Oct. 6. Philippou, Dorothy Nicole and Patrick Conley Clare, Brooklyn. Seller: Glenbrook Development Group Inc., Thornwood. Property: 15 Martha Place, New Castle. Amount: $210,000. Filed Oct. 5. Saleh, Kaid M. and Samar Alkablani, Peekskill. Seller: Albany Post Road Properties LLC, Peekskill. Property: 3098 Albany Post Road, Cortlandt. Amount: $220,000. Filed Oct. 6. Viking Heat and Power LLC, Rye Brook. Seller: Aventura Realty Corp., Rye Brook. Property: 558 Westchester Ave., Rye. Amount: $650,000. Filed Oct. 6. Zeman, Robert and Valerie Zeman, Huntington. Seller: Toll Land VI L.P., Fort Washington, Pennsylvania. Property: 16 Bonham Lane, Cortlandt. Amount: $849,732. Filed Oct. 7.

JUDGEMENTS

Avila, Steven, Elmsford. $1,634.29 in favor of Cavalry SPV I LLC, Walhalla. Filed Oct. 7. Benchmark Construction Inc., Yonkers. $211,670.27 in favor of G&N McGovern Insurance Agency Inc., Yonkers. Filed Oct. 6.

Bischoff, Christine, Peekskill. $26,419.31 in favor of Long Island Minimally Invasive Surgery P.C., Roslyn Heights. Filed Oct. 6. Bonilla, Albert, Somers. $6,760.89 in favor of Heritage Hills Condo 11 Board of Managers, Somers. Filed Oct. 6. County Limousine Service Inc., Harrison. $31,922.40 in favor of United States Fire Insurance Co., Morristown, New Jersey. Filed Oct. 5. Cutler, Michael, Yonkers. $2,361.95 in favor of Midland Credit Management Inc., San Diego, California. Filed Oct. 7. Duran, Sergio, Mount Vernon. $5,086.21 in favor of Cavalry SPV I LLC, Walhalla. Filed Oct. 7. Edwards, Radcliff, Davin Hadad and Olivia Hamilton, Mount Vernon. $21,655.10 in favor of Roccafiorita Corp., Mount Vernon. Filed Oct. 4. Fraser, William G., Hartsdale. $17,031.82 in favor of Bank of America National Association, Newark, Delaware. Filed Oct. 7. Gym-Care Inc., Bedford Hills. $342,773.42 in favor of Diana Marino, Webster. Filed Oct. 6. Hofer Construction Inc., Buffalo. $42,928.90 in favor of United Rentals North America Inc., Hewlett. Filed Oct. 6. Hoyos, Damian, Yonkers. $2,679.12 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 7. Kellogg, Gregory, Peekskill. $1,796.56 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 7. Koraia, Otar, Yonkers. $9,542.88 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 7. Lee, Rhonda L., White Plains. $3,132.25 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 7. Long, Ashley S., Yonkers. $6,017.78 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 6. Lopiccolo, Pamela R., Thornwood. $8,118.57 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 7. Maria, Jesus R., Yonkers. $4,187.74 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 7.

Milligan Place LLC, White Plains. $115,822.60 in favor of Culinary Concepts Hospitality Group LLC, New York City. Filed Oct. 4. Nofal, Dawod M., Yonkers. $5,813.24 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 7. Organic Evolution Inc., Harrison. $82,923.22 in favor of RJL Technology Integration, Harrison. Filed Oct. 6. Purelife Organics LLC, Scarsdale. $17,315.74 in favor of Progressive Equity Partners LLC, New York City. Filed Oct. 7. Purelife Organics LLC, Scarsdale. $13,320.84 in favor of Clearfund Solutions LLC, New York City. Filed Oct. 6. Quni, Driton, Hartsdale. $529,138.07 in favor of Signature Bank, New York City. Filed Oct. 7. RJL Technology Integration, Harrison. $82,923.22 in favor of Synnex Corp., Fremont, California. Filed Oct. 6. Salese, Douglas, Yonkers. $28,800.74 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 7. Sheppard, Donisha L., Mount Vernon. $8,895.42 in favor of Cavalry SPV I LLC, Walhalla. Filed Oct. 7. Siegel Foods and Beverage LLC, Katonah. $376,408.67 in favor of Allen Marx, Palm Beach, Florida. Filed Oct. 7. Smiley, Leroy, Mount Vernon. $223,771.05 in favor of Westchester Center for Rehabilitation and Nursing, Mount Vernon. Filed Oct. 6. Surgepro LLC, Herriman, Utah. $18,283.99 in favor of Prosperum Capital LLC, New York City. Filed Oct. 6. TDL Restoration Inc., New Rochelle. $529,138.07 in favor of Signature Bank, New York City. Filed Cot. 7. Tostanoski, Laurie, Mohegan Lake. $2,020.61 in favor of Paraco Gas, Cortlandt Manor. Filed Oct. 6. Vaccaro, Michael, Scarsdale. $4,615.88 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 6. Vaporean, Carol S., Mount Vernon. $34,265.25 in favor of Bank of America National Association, Newark, Delaware. Filed Oct. 7.

Facts & Figures WORKERS’ COMPENSATION BOARD Failure to carry insurance or for work-related injuries and illnesses, Oct. 7 to Oct. 13, 2021. Bella Nails II Inc., Scarsdale. Amount: $20,000. CC Contracting & Home Improvement Corp., New Rochelle. Amount: $26,000. Euan A Ellis Asset Management LLC, New Rochelle. Amount: $26,000. EU Vortex V LLC, Mount Kisco. Amount: $26,000. Maya Market II Corp., Mount Kisco. Amount: $15,500. New Era Laundromat II LLC, Katonah. Amount: $14,500. New York Home Handy Services Corp., Mount Vernon. Amount: $2,000. SPM Corporate Services LLC, Eastchester. Amount: $26,000. Tre Dici of Westchester LLC, Purchase. Amount: $7,500.

LIS PENDENS The following filings indicate a legal action has been initiated, the outcome of which may affect the title to the property listed. Bendo, Joi C., Thomas Bendo, Richard Morello and Joyce Alicea, as owners. Filed by Citibank National Association. Action: Foreclosure of a mortgage in the principal amount of $75,100 affecting property located at 535 First Ave., Pelham. Filed Oct. 5. Guerzon, Keith and Evette Guerzon, as owners. Filed by HSBC Bank National Association. Action: Foreclosure of a mortgage in the principal amount of $900,000 affecting property located at 18 Bayberry Road, Elmsford. Filed Oct. 5. Zanabria, Miriam and Tito Hennings, as owners. Filed by U.S. Bank National Association. Action: Foreclosure of a mortgage in the principal amount of $300,000 affecting property located at 25 Highview Ave., Port Chester. Filed Oct. 8.

MECHANIC’S LIENS

3521 Property LLC, as owner. $10,989.39 in favor of J.D. Barrett and Associates LLC. Property: 27 Tatomuck Road, Pound Ridge. Filed Oct. 6. Bedford Church LLC, as owner. $2,000 in favor of Sunbelt Rentals – Region 11. Property: 52 Church St., Bedford Hills. Filed Oct. 7.

Briarcliff Manor Partners LLC, as owner. $71,197 in favor of ABM Air Conditioning and Heating Inc. Property: 530 N. State St., Ossining. Filed Oct. 5. Carofano, Anna M., as owner. $14,655 in favor of Troubadour Installations LTD. Property: 36 Ward Drive, New Rochelle. Filed Oct. 6. Dulyn Group Inc., as owner. $125,000 in favor of Law Office. Property: 174 Stevens Ave., Mount Vernon. Filed Oct. 6. Joyce, Dawn and Peter Joyce, as owners. $7,343.22 in favor of Donnelly Mechanical Corp. Property: 20 Nelson Road, Scarsdale. Filed Oct. 8. Westchester Mall LLC, as owner. $34,900 in favor of Urban Maintenance Services Inc., Whitestone. Property: 125 Westchester Ave., White Plains. Filed Oct. 8. White Plains Housing Authority, as owner. $11,016.06 in favor of White Cap L.P. Property: 223-225 Dr. Martin Luther King Jr. Blvd., White Plains. Filed Oct. 6. White Plains Hospital Center Inc., as owner. $1,677,794 in favor of United Steel Inc. Property: 41 E. Post Road, White Plains. Filed Oct. 8.

NEW BUSINESSES SOLE PROPRIETORSHIPS

Artificial Devices, 894 Webster Ave., New Rochelle 10804, c/o Richard Clark Lane. Filed Oct. 7. Blurred Lines, 5 Hilltop Road, Buchanan 10511, c/o Lauren Mansfield. Filed Oct. 4. Bonita H. Williams, 273 Carrollwood Drive, Tarrytown 10591, c/o Bonita H. William. Filed Oct. 6. Casa Cleaning Chick, 146 Lincoln Ave., Apt. 2, Eastchester 10709, c/o Marilyn Vargas. Filed Oct. 6. Catherine P. Sampson, 130 Glenwood Ave., No. 58, Yonkers 10703, c/o Catherine P. Sampson. Filed Oct. 7. Cee Cee Design, 13B E. Prospect Ave., Mount Vernon 10550, c/o Chris Chulyong CHOE. Filed Oct. 6. Duh Bomb, 14 1/2 Westview Ave., Rye Brook 10573, c/o Destini Rhames. Filed Oct. 4.

Happy Homes Ijn, 24 Rosemont Blvd., White Plains 10607, c/o Hedren Leckie. Filed Oct. 8. Home Prestige Realty, 47 Boxwood Road, No.B, Yonkers 10710, c/o Leonard Lushi. Filed Oct. 4. Irvington Shakespeare Co., 26 Park Ave., Irvington 10533, c/o Kamron Gerard Sakani. Filed Cot. 4. Jocelyn House Cleaning, 152 Depeyster St., Sleepy Hollow 10591, c/o Jocelyn Figueroa. Filed Oct. 8. Kitschy Bellezza Boutique, 1 River Plaza, Apt. 6D, Tarrytown 10591, c/o Milissa Amato. Filed Oct. 7. Made at 804, P.O. Box 434, Hastings-on-Hudson 10706, c/o Mariam Daboin. Filed Oct. 8. Marai’s, 2 Henry St., Tuckahoe 10707, c/o Jenis Marias. Filed Oct. 7. Marc Technow Consulting, 89 Pinesbridge Road, Ossining 10562, c/o Marc Oliver Technow. Filed Oct. 6. Prime Power Washing, 400 Nanny Hagen Road, Thornwood 10594, c/o Adam Woodruff. Filed Oct. 5. S M Construction Service, 16 S. Perkins Ave., No. 1, Elmsford 10523, c/o Jorge F. Rocano. Filed Oct. 4. Samba, 81 Centre Ave., New Rochelle 10801, c/o Alioune Samba. Filed Oct. 7. Shapemate By Onixa, 166 Pearsall Drive, Mount Vernon 10552, c/o Onisha O. Campbell. Filed Oct. 8. Silva Angecy, 2 Hamilton Ave., New Rochelle 10710, c/o Luis Silva. Filed Oct. 8. Work System Supply Center, 93 Old Mill River Road, Pound Ridge 10576, c/o Susan Davidson. Filed Oct. 5.

PATENTS Adhesion layer to enhance encapsulation of superconducting devices. Patent no. 11,145,801 issued to Richard Haight, et al. Assigned to IBM, Armonk. Anti-MET antibodies, bispecific antigen binding molecules that bind MET, and methods of use thereof. Patent no. 11,142,578 issued to Robert Babb, et al. Assigned

HUDSON VALLEY

BUILDING LOANS Above $1 million

11 Valley View Realty LLC, as owner. Lender: Northeast Community Bank. Property: 11 Valley View Terrace, Spring Valley. Amount: $1 million. Filed Oct. 5. 26 Paiken LLC, as owner. Lender: Northeast Community Bank. Property: in Spring Valley. Amount: $1 million. Filed Oct. 5. Lanzut Estates LLC, as owner. Lender: Northeast Community Bank. Property: in Ramapo. Amount: $1.9 million. Filed Oct. 6. Lucky Start LLC, as owner. Lender: Northeast Community Bank. Property: 202 Blauvelt Road, Monsey. Amount: $2.7 million. Filed Oct. 7.

Below $1 million

Austin Black LLC, as owner. Lender: Loan Funder LLC. Property: 68 Erie St., Camp Bell Hall. Amount: $176,850. Filed Oct. 7. Pine Island Volunteer Ambulance Corps Inc., as owner. Lender: Walden Savings Bank. Property: 679 County Route 1, Pine Island. Amount: $750,000. Filed Oct. 5. Torreggiani, Alfred D., as owner. Lender: Salisbury Bank & Trust Co. Property: in Hyde Park. Amount: $475,000. Filed Oct. 8.

DEEDS

Above $1 million 24 Barclay LLC, Spring Valley. Seller: 1337 Beach Avenue Realty Corp., LaGrangeville. Property: in Poughkeepsie. Amount: $2.2 million. Filed Oct. 6.

536 Highland Avenue LLC, Monsey. Seller: Nidal Jaber, Valley Cottage. Property: 536 and 554 N. Highland Ave., Nyack. Filed Oct. 7. Barbara’s Willow Brook Farm LLC, New York City. Seller: Lynn C. Byrne and Robert S. Byrne, Saint Augustine, Florida. Property: in Sanford. Amount: $8.2 million. Filed Oct. 8.

OBC Mahopac LLC, New York City. Seller: Luke’s Corner LLC, Mount Kisco. Property: 100 E. Lake Blvd., Mahopac. Amount: $3.1 million. Filed Oct. 5. WMG Carmel Owner LLC, Coconut Grove, Florida. Seller: Palumbo Sand & Gravel Company Inc., Dover Plains. Property: 155 Hughson Road, Carmel. Amount: $5.3 million. Filed Oct. 5. YD Properties 105 LLC, Spring Valley. Seller:105 South Central Avenue LLC, Chestnut Ridge. Property: 105 S. Central Ave., Spring Valley. Amount: $1 million. Filed Oct. 8. Zap Holdings LLC, Suffern. Seller: Haverstraw Main Properties LLC, Monsey. Property: 19-23 Division St., Haverstraw. Amount: $1.4 million. Filed Oct. 6.

Below $1 million

3 & 5 Miranda LLC, Monsey. Seller: Vera Djonbalaj, Monroe. Property: 3 and 5 Miranda Drive, Valley Cottage. Amount: $350,000. Filed Oct. 5. 6-8 Sharon Station Road LLC, Katonah. Seller: Timothy C. Race, Millbrook. Property: in Amenia. Amount: $175,000. Filed Oct. 8. 36 Hillside Avenue LLC, Spring Valley. Seller: U.S. Bank National Association, Salt Lake City, Utah. Property: 36 Hillside Ave., Monsey. Amount: $740,000. Filed Oct. 5. 108 Smith Hill LLC, Brooklyn. Seller: Judith A. Kenney, Airmont. Property: 108 Smith Hill Road, Airmont. Amount: $450,000. Filed Oct. 7. 242 Route 306 LLC, Monsey. Seller: Grace Ann Starkey, Monsey. Property: 242 Route 306, Ramapo. Amount: $675,000. Filed Oct. 6. 271 Route 59 LLC, Nanuet. Seller: Sherzam LLC, Nanuet. Property: 55 Old Turnpike Road, No. 101, Nanuet. Amount: $198,000. Filed Oct. 8. 340 Mansion LLC, Monroe. Seller: Church 218 LLC, Pleasantville. Property: in Poughkeepsie. Amount: $58,000. Filed Oct. 8. Alison Properties LLC, Poughkeepsie. Seller: Patricia Vanaken and Wilbur Fettes, Millbrook. Property: in Washington. Amount: $46,000. Filed Oct. 7.

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Bhangu, Manvir, Lagrangeville. Seller: 928 Ventures Inc., Patterson. Property: in Dover. Amount: $58,000. Filed Oct. 7. BGRS LLC, Burr Ridge, Illinois. Seller: Richard Holmes and Josella Holmes, West Nyack. Property: 7 Belle Haven Court, Clarkstown. Amount: $650,000. Filed Oct. 8. Castellano, Margaret, Carmel. Seller: AJ Partners LLC, New York City. Property: 19 Talmadge Road, Carmel. Amount: $400,000. Filed Oct. 5. Century Summit LLC, Wappingers Falls. Seller: Mark Banta and Beverly Banta, Poughkeepsie. Property: in Hyde Park. Amount: $125,000. Filed Oct. 8. Clarkstown Realco LLC, New York City. Seller: Sagma Realty Inc., Nanuet. Property: 95 Route 304, Clarkstown. Amount: $3.8 million. Filed Oct. 6. Dawkins, kiron and Aixa Dawkins, New Rochelle. Seller: ABD Stratford LLC, Poughkeepsie. Property: in Poughkeepsie. Amount: $487,000. Filed Oct. 8. DDA Property Group LLC, Poughkeepsie. Seller: Patrick M. Adams, Poughkeepsie. Property: in Poughkeepsie. Amount: $300,000. Filed Oct. 8. Giron, Juan G., New City. Seller: 32 Burnside LLC, New City. Property: 32 Burnside Ave., Clarkstown. Amount: $345,000. Filed Oct. 4. Hudson Valley Luxury Holdings LLC, Poughkeepsie. Seller: Beacon Property Holdings LLC, Nyack. Property: in Beacon. Amount: $311,500. Filed Oct. 7. Kempsey, Kenneth, Middletown. Seller: Time Value Management LLC, Washingtonville. Property: 75 Poplar Lane, Wallkill. Amount: $127,000. Filed Oct. 4. Newburgh SHG 87 LLC, Great Neck. Seller: Leib Glanz, Monroe. Property: 38 S. Miller St., Newburgh. Amount: $180,000. Filed Oct. 4. Neza, Jennifer and Linda Lasko, Peekskill. Seller: Zacks Management and Consulting Inc., Carmel. Property: 30 Ridgeview Ave., Carmel. Amount: $511,000. Filed Oct. 4. Park Garden Management LLC, Brooklyn. Seller: Summit Gardening RE LLC, Monsey. Property: 18 Park Gardens Court, Ramapo. Amount: $950,000. Filed Oct. 5.

OCTOBER 18, 2021

Facts & Figures Park Garden Management LLC, Brooklyn. Seller: Summit Gardening RE LLC, Monsey. Property: 33 Park Gardens Court, Ramapo. Amount: $960,000. Filed Oct. 5. Pecorino, Michael and Maria Pecorino, Carmel. Seller: 239 All Angels LLC, Wappingers Falls. Property: in Dover. Amount: $250,000. Filed Oct. 8. Sawh, Tajenarine and Diandra Sawh, Cortlandt Manor. Seller: Barren Properties LLC, Carmel. Property: in Poughkeepsie. Amount: $435,000. Filed Oct. 7. Servir, Casa, Fishkill. Seller: Lakeview Community Church of The Christian & Missionary Alliance Inc., Carmel. Property: 118 N. Horsepound Road, Carmel. Amount: $460,000. Filed Oct. 7. Skunk Hollow MB/JB LLC, Salt Point. Seller: George J. Bauries, Fayetville. Property: in Washington. Amount: $265,000. Filed Oct. 8. SLGSLG LLC, Hillburn. Seller: Louis J. Albero and Lourdes R. Albero, Hillburn. Property: 33 Second St., Hillburn. Amount: $460,000. Filed Oct. 6. Sobo & Sobo Holdings LLC, New City. Seller: 627 Route 304 Realty LLC, New City. Property: 627 Route 304, Clarkstown. Amount: $550,000. Filed Oct. 7. Summit Park Holdings LLC, Brooklyn. Seller: Summit Gardening RE LLC, Monsey. Property: 31 Park Gardens Court, Ramapo. Amount: $925,000. Filed Oct. 5. Talbert, Venese T., Brooklyn. Seller: Plaka 34 Church Street LLC, Sparrowbuch. Property: 34 Church St., Port Jervis. Filed Oct. 4. Turk Hill Properties LLC, Brewster. Seller: Route 6 Partners Inc., Brewster. Property: 2453 Route 6, Brewster. Amount: $450,000. Filed Oct. 4. Valente, Gerald, Orangetown. Seller: Tweed MBLY LLC, New York City. Property: 19 Tweed Boulevard, Orangetown. Amount: $150,000. Filed Oct. 7. Weissmandl, Eli Pinchus, Spring Valley. Seller: Summit Gardening RE LLC, Monsey. Property: 37 FKA 2 Park Gardens Court, Unit 2, Ramapo. Amount: $925,000. Filed Oct. 7.

OCTOBER 18, 2021

Zabner, Abraham, Spring Valley. Seller: 177 Blauvelt LLC, Monsey. Property: 177 Blauvelt Road, Ramapo. Amount: $799,000. Filed Oct. 8.

JUDGMENTS

David, Wilson, Carmel. $1,934.55 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 5. Johnson, Clifford, Carmel. $5,775.92 in favor of Synchrony Bank, Draper, Utah. Filed Oct. 8. Leudesdorf, Samantha C., Carmel. $1,370.12 in favor of Midland Credit Management Inc., San Diego, California. Filed Oct. 7. Letona, Susan, Brewster. $3,082.43 in favor of JPMorgan Chase Bank National Association, Wilmington, Delaware. Filed Oct. 7. Locascio, Anthony E., Brewster. $4,482.75 in favor of Five Star Bank, Rochester. Filed Oct. 4. Loja, Jessenia, Carmel. $5,759.03 in favor of LVNV Funding LLC, Greenville, South Carolina. Filed Oct. 6. Maita, Ronald P., Mahopac. $7,808.39 in favor of Cavalry SPV I LLC, Valhalla. Filed Oct. 8. Marinelli Brothers Construction Company LLC, Putnam Valley. $2,557.14 in favor of Concrete Cutting Company Inc., Port Chester. Filed Oct. 7. Mestechkin, Alexander S., Mahopac. $2,801.92 in favor of Capital One Bank U.S.A. National Association. Filed Oct. 7. Sampson, Margaret, Putnam Valley. $6,683.16 in favor of Second Round Sub LLC, Austin, Texas. Filed Oct. 8. Tri-state Petroleum LLC, Bohemia. $5,126.64 in favor of Cranesville Block Company Inc., Amsterdam. Filed Oct. 6.

MECHANIC’S LIENS

Bryant, Darren O. and Valerie Bryant, as owners. $34,031 in favor of Storm King Building Company Inc. Property: 25 Dean Hill Road, New Windsor. Filed Oct. 8, J.B.I. USA Inc., as owner. $19,095.13 in favor of Cioffi 1 Inc. Property: 12 Francis Place, Monsey. Filed Oct. 4.

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Selena Griffin and Federal National Mortgage Association, as owner. $70,600 in favor of Ultress Inc. Property: 65 Center St., Highland Falls. Filed Oct. 4

NEW BUSINESSES

This paper is not responsible for typographical errors contained in the original filings.

PARTNERSHIPS Happy Nail & Spa, 156 Dolson Ave., Middletown 10940, c/o Bat Tran and Lo Chung Tran. Filed Oct. 7.

SOLE PROPRIETORSHIPS

AJPM, 19 Derose Lane, Chester 10918, c/o Alexander J. Jamieson. Filed Oct. 7. Ariana’s Beauty Lounge,1086 New Road, Mountain Dale 12763, c/o Ariana Alejandra Pasaran Angeles. Filed Oct. 5. Ariel Car Services, 20 E. Williams Ave., Spring Valley 10977, c/o Ariel A. Gomez Galvez. Filed Oct. 4. B Paugh Inc., 10 Banks Hill Road, Pawling 12564, c/o Robert Paugh. Filed Oct. 4. Be Still & Co., 93 Harriman Woods Drive, Harriman 10926, c/o Elismavet Estevez. Filed Oct. 5. Bubbly Pony, 92 Richardsville Road, Carmel 10512, c/o Alexis Speckman. Filed Oct. 7. Caravan Quilts, 8 Whittier Road, Carmel 10512, c/o Sarah Ann Locascio. Filed Oct. 4. Club 710, 104 Rolling Meadows Road, Middletown 10940, c/o Henry R. Baez. Filed Oct. 4. Destination Reimagined Consulting Inc., 3979 Albany Post Road, No.626, Hyde Park 12538, c/o Douglas Finney-Carter. Filed Oct. 4. Dirty Work Cleaning Co., 299 Wawayanda Ave., Middletown 10940, c/o Andrew J. Davis. Filed Oct. 4. DJ Shruch Soloff, 7 Marion Court, Pomona 10970, c/o David Soloff. Filed Oct. 5.

Duse Four LLC, 2522 South Road, No.1019, Poughkeepsie 12601, c/o Kwame Adusei. Filed Oct. 4. Easy Errands, 5 Christie Drive, New City 10956, c/o Abby Feller. Filed Oct. 5. Fit For Life Personal Training, 72 Saint John St., Goshen 10924, c/o Steven Sgambati. Filed Oct. 5. G A Painting, 8 Anna St., Nyack 10960, c/o Angel J. Gaitan. Filed Oct. 4. Good Vibes Shop Co., 135 Dubois St., Pine Bush 12566, c/o Allison E. Pillius. Filed Oct. 4. Greg Brennan Photo, 201 W. Lake Blvd., Mahopac 10541, c/o Gregory M. Brennan. Filed Oct. 8. JC Vortek Creations, 156 Dolson Ave., Middletown 10940, c/o Jeremy Bryan Gunderman. Filed Oct. 8. JJ Construction, 12 High St., New Windsor 12553, c/o Jaime F. Japon Zapata. Filed Oct. 7. JJ Starr, 316 Vista on the Lake, Carmel 10512, c/o Jesse Gershman. Filed Oct. 4. Joy of Hair, 1 E. Main St., Suite 2, Washingtonville 10992, c/o Holly Joy. Filed Oct. 6. Kailoveskin, 7106 Nicholas Brooks Court, New Windsor 12553, c/o Krista M. Johns. Filed Oct. 7. K&G Liquors, 91 Homestead Ave., Maybrook 12543, c/o Keith Orlando Giff. Filed Oct. 5. Jose A C Service, 58 N. Second Ave., Nanuet 10954, c/o Jose Antonio Caguana Chuqui. Filed Oct. 8 Lieber & Co., 40 Deerwood Road, Suffern 10901, c/o Meyer M. Lieber. Filed Oct. 5. Love Hard Art, 316 Vista on the Lake, Carmel 10512, c/o Jesse Gershman. Filed Oct. 4. Marina MacDonald Art, 9 Blake St., Newburgh 12550, c/o Marina Lynn MacDonald. Filed Oct. 6. My Babe, 153 Gregory Road, P.O. Box 205, Johnson 10933, c/o Karina R. DeJesus. Filed Oct. 6. Pure Living, 64 Grand Ave., Middletown 10940, c/o Joseph Brennan. Filed Oct. 6.

Queen of The Green, 314 E. Lakeshore Drive, Carmel 10512, c/o Michele E. Catania. Filed Oct. 5. Redd Fashion, 61 Main St., Apt. 104, Monsey 10952, c/o Toba Malky Brach. Filed Oct. 8. Salcedys’ Products, 22 Trinity Ave., Spring Valley 10977, c/o Miguel O. Salacce. Filed Oct. 7 Solis Home Improvement, 21 Terrace Ave., Nanuet 10954, c/o Ricardo Mateo. Filed Oct. 6. SSL Deals, 3 Shinev Court, Unit 202, Monroe 10950, c/o SSL Capital Group Inc. Filed Oct. 6. Three Floating Leaves, 128 Dolson Ave., Middletown 10940, c/o Judith Hernandez. Filed Oct. 7. TT Nail Spa, 130-156 Dolson Ave., Suite 109, Middletown 10940, c/o Michelle Nguyen. Filed Oct. 4. Bottom electrode for semiconductor memory device. Patent no. 11,145,813 issued to Chih-Chao Yang, et al. Assigned to IBM, Armonk. Deactivating evasive malware. Patent no. 11,144,642 issued to Zhongshu Gu, et al. Assigned to IBM, Armonk. Detecting a root cause for a vulnerability using subjective logic in social media. Patent no. 11,146,586 issued to Muhammed Bulut, et al. Assigned to IBM, Armonk. Dynamic automation of selection of pipeline artifacts. Patent no. 11,144,289 issued to Jinho Hwang, et al. Assigned to IBM, Armonk. EEPROM cell and array having stacked nanosheet field-effect transistors with a common floating gate. Patent no. 11,145,668 issued to Alexander Reznicek, et al. Assigned to IBM, Armonk. Fully depleted CMOS transistors with u-shaped channel. Patent no. 11,145,758 issued to Kangguo Cheng, et al. Assigned to IBM, Armonk. Infrared signal monitoring for cell cultures. Patent no. 11,142,744 issued to Amos Cahan, et al. Assigned to IBM, Armonk.

IoT and AI system package with solid-state battery enhanced performance. Patent no. 11,145,580 issued to Frank Libsch, et al. Assigned to IBM, Armonk. Providing answers to questions, including assembling answers from multiple document segments. Patent no. 11,144,544 issued to Eric Brown, et al. Assigned to IBM, Armonk. Relocation and persistence of named data elements in coordination namespace. Patent no. 11,144,231 issued to Ravi Nair, et al. Assigned to IBM, Armonk. Security for devices connected to a network. Patent no. 11,144,640 issued to Michael Bender, et al. Assigned to IBM, Armonk. Selective functionalization of sensing surface. Patent no. 11,143,584 issued to SangHoon Shin, et al. Assigned to IBM, Armonk. Selective suppression of instruction cache-related directory access. Patent no. 11,144,320 issued to Michael Gschwind, et al. Assigned to IBM, Armonk. Symbol sequence estimation in speech. Patent no. 11,145,308 issued to Kenneth Church, et al. Assigned to IBM, Armonk. Write power optimization for hardware employing pipe-based duplicate register files. Patent no. 11,144,367 issued to Richard Branciforte, et al. Assigned to IBM, Armonk.

Notice is hereby given that the Annual Meeting of Members of Consumer Reports will be held at 5pm on October 20, 2021 via video conference; members can register online at CR.org. A ballot for the annual election of Directors of Consumer Reports has been distributed to members via the email address associated with their membership; members are invited to submit their ballots electronically in accordance with the instructions provided. Completed ballots must be received by Consumer Reports no later than October 12, 2021, at 11:59 p.m.

Facts & Figures BUILDING PERMITS Commercial Alpet Building & Remodeling LLC, Bronx, New York, contractor for Smith Road Nominee Real Estate Trust. Construct two-story single-family dwelling with finished basement, attached two-car garage, front, side and rear covered patios, underground pool with equipment vault room at 6 Smith Road, Greenwich. Estimated cost: $250,000. Filed Aug. 30. Atlantic Street LLC 775, Riverside, contractor for Atlantic Street LLC 775. Construct a new single-family residence on an existing foundation with finished basement, rear deck and balcony at 26 Sinawoy Road, Greenwich. Estimated cost: $400,000. Filed Aug. 26. AVT Construction Inc., Meriden, contractor for the town of Greenwich. Replace porch floor with new flooring, roof deck with new membrane, paint parts of exterior and raise porch railing to code height at 70 Parsonage Road, Greenwich. Estimated cost: $48,000. Filed Aug. 9. CAK Associates LLC, Stamford, contractor for 25 LLC Breezemont. Perform replacement alterations at 23 Park Ave., Greenwich. Estimated cost: $12,250. Filed Aug. 16. CAK Associates LLC, Stamford, contractor for 25 LLC Breezemont. Perform replacement alterations at 23 Park Ave., Greenwich. Estimated cost: $1,000. Filed Aug. 16. CAK Associates LLC, Stamford, contractor for 25 LLC Breezemont. Perform replacement alterations at 25 Park Ave., Greenwich. Estimated cost: $10,250. Filed Aug. 16. CAK Associates LLC, Stamford, contractor for 25 LLC Breezemont. Perform replacement alterations at 25 Park Ave., Greenwich. Estimated cost: $1,000. Filed Aug. 16.

Cardillo, Giuseppe, Stamford, contractor for 13 Field Point Drive LLC. Construct inground swimming pool, spa and required safety barrier at 13 Field Point Drive, Greenwich. Estimated cost: $100,000. Filed Aug. 16. Casale, Luigi, Katonah, New York, contractor for 17 Windabout Drive LLC. Construct in-ground swimming pool, spa and required safety barrier at 17 Windabout Drive, Greenwich. Estimated cost: $180,000. Filed Aug. 16. Damashek, Harris and Lara Damashek, Greenwich, contractor for Harris and Lara Damashek. Construct a rear addition, relocate kitchen and install new windows and exterior doors at 17 Byfield Lane Greenwich. Estimated cost: $200,000. Filed Aug. 12. Davenport Contracting Inc., Stamford, contractor for Cedar Cliff Road LLC. Construct a new single-family dwelling on a crawl space foundation with attached three-car garage and covered porches at 78 Cedar Cliff Road, Greenwich. Estimated cost: $6,000. Filed Aug. 30. Douglas, Vanderhorn, Greenwich, contractor for 202 Shore Road LLC. Construct new pavilion and change foundation at 202 Shore Road, Greenwich. Estimated cost: $N/A. Filed Aug. 18. Field Point Realty LLC, Greenwich, contractor for Field Point Realty LLC. Perform replacement alterations at 66 Field Point Road, Greenwich. Estimated cost: $275,000. Filed Aug. 6. Gatehouse Partners LLC, Greenwich, contractor for Mand Development LLC. Perform replacement alterations at 26 Beechcroft Road, Greenwich. Estimated cost: $25,000. Filed Aug. 6. Gyesky Development & Design LLC, Cos Cob, contractor for a revocable trust. Replace siding, add windows, update bathroom, alter interior walls and extend front porch at 6 Knoll St., Greenwich. Estimated cost: $15,000. Filed Aug. 11.

ON THE RECORD

Gyesky Development & Design LLC, Cos Cob, contractor for a revocable trust. Replace siding, add windows, update bathroom, alter interior walls and renovate basement bath with new fixtures at 6 Knoll St., Greenwich. Estimated cost: $4,500. Filed Aug. 11.

Amado Home Improvement LLC, Hartsdale, New York, contractor for Paul A. and Ruth Garza. Build an addition and interior and exterior renovations, bump out and renovate kitchen at 19 Jeffrey Road, Greenwich. Estimated cost: $N/A. Filed Aug. 18.

Heidrea Communications LLC, Bellingham, Massachusetts contractor for West Putnam Owner LLC. Modify antenna for existing wireless telecommunications installation on rooftop 411 W. Putnam Ave., Greenwich. Estimated cost: $53,000. Filed Aug. 25.

Aquino Brothers Inc., Cos Cob, contractor for Thomas J. and Courtenay Carella. Construct a new mudroom, remodel existing kitchen and powder room at 37 Dublin Hill Drive, Greenwich. Estimated cost: $152,000. Filed Aug. 12.

Home Ice New York LLC/USA, Rye, New York, contractor for Class V 1911 LLC. Prepare concrete sport pad at 540 Stanwich Road, Greenwich. Estimated cost: $600,000. Filed Aug. 19. Meco Company Inc., Watertown, contractor for Buena Vista Greenwich LLC. Construct retaining wall at 43 Buena Vista Drive, Greenwich. Estimated cost: $25,000. Filed Aug. 18. MLC Construction LLC, Danbury, contractor for Neumann and Neumann LLC. Renovate kitchen, renovate full bathroom and add a powder room at 38 Hickory Drive, Greenwich. Estimated cost: $70,000. Filed Aug. 20. Residential A Pro Builders Inc., Monroe, contractor for Andrea and Andres Sandoval. Perform an addition to front of existing detached garage at 61 Lockwood Road, Greenwich. Estimated cost: $20,000. Filed Aug. 12. Alinea Group LLC, New Fairfield, contractor for Joseph and Lauren Agovino. Construct a new two-story wood-frame modular home on a new concrete foundation with drainage and septic and driveway curb at 48 Hettiefred Road, Greenwich. Estimated cost: $850,000. Filed Aug. 23. Alpet Building & Remodeling LLC, Bronx, New York. contractor for Israel Englander. Construct under-ground pool equipment vault room at 25 Pear Lane Greenwich. Estimated cost: $N/A. Filed Aug. 30.

Avante Contracting Corp., Mamaroneck, New York, contractor for Monika A. Niedzielska. Build a new upper and lower deck at 205 Glenville Road, Greenwich. Estimated cost: $N/A. Filed Aug. 5. Better Home Improvements LLC, Danbury, contractor for Gary C. Wendt. Replace cedar shingle roof at 39 Wilshire Road, Greenwich. Estimated cost: $145,000. Filed Aug. 9. Bradford Estates LLC, Darien, contractor for Marcela Grover. Add second-floor addition above one-story area and extend and rebuild foundation under addition at 21 Spring St., Greenwich. Estimated cost: $1,000. Filed Aug. 17. Brian Capone Land Services LLC, Stamford, contractor for Elizabeth and Ryan McIntyre. Demolish residential garage built at 24 Meadow Road, Greenwich. Estimated cost: $3,500. Filed Aug. 2.

fairfield county

CLT Development Holdings LLC, Fairfield, contractor for Nicholas L. and Karen B. Giannuzzi. Add a pergola and deck to the pool area at 7 Fairway Lane Greenwich. Estimated cost: $35,000. Filed Aug. 3.

Freddy’s Landscape Corp., Fairfield, contractor for Thomas E. and Laura M. Fox-Macken. Construct rear terrace walls, fireplace and outdoor kitchen at 15 Birdsong Place, Greenwich. Estimated cost: $80,000. Filed Aug. 25.

Connecticut Masonry & Waterproofing LLC, North Haven, contractor for Mohana Sundaram and Rathinasamy. Remove existing roof and re-roof 83 Maple Ave., Greenwich. Estimated cost: $21,000. Filed Aug. 4.

Fts Contracting LLC, Fairfield, contractor for Noriko McKinney. Renovate bathroom with tile floor, free-standing tub, new toilet and vanity at 33 Thornhill Road, Greenwich. Estimated cost: $7,000. Filed Aug. 9.

Cove Tent Co., Stamford, contractor for Eric S. and Natalie Posteau Stein. Prepare for a private party at 26 Cedarwood Drive, Greenwich. Estimated cost: $1,800. Filed Aug. 5.

Gallo, Joseph S., Milford, contractor for Pamela Gallin Yablon, M.D. Construct a breakfast bay with new windows and roof at 33 Baldwin Farms South Greenwich. Estimated cost: $85,000. Filed Aug. 9.

Davidson, Nancy R., Greenwich, contractor for Nancy R. Davidson. Renovate kitchen and two bathrooms and replace windows at 3A Morgan Ave., Greenwich. Estimated cost: $107,000. Filed Aug. 4. Drenckhahn Excavating Inc., Stamford, contractor for Adam L. Miller and Kerri E. Gray. Demolish two and one-half-story of single-family residence built in 1929 at 198 Shore Road, Greenwich. Estimated cost: $35,000. Filed Aug. 17. Elert, Rudi, Port Chester, New York, contractor for Graeme D. and Ann Linnett. Construct two storage sheds at rear yard on slab foundation. New bluestone patio and pergola at 14 North Stanwich Road, Greenwich. Estimated cost: $150,000. Filed Aug. 23.

Burnett, Donald C., Riverside, contractor for Donald C. Burnett. Repair building from structural damage caused by car accident at 295 Riverside Ave. Greenwich. Estimated cost: $100,000. Filed Aug. 17.

Elkoun Management LLC, Derby, contractor for Jason N. and Leah E. Butler. Build roof over small portion of deck at 530 North St., Greenwich. Estimated cost: $15,000. Filed Aug. 9.

Casale Luigi, Katonah, New York, contractor for Kelley and Kevin Steuerer. Construct in-ground swimming pool, spa and required safety barrier at 20 Carriglea Drive, Greenwich. Estimated cost: $129,000. Filed Aug. 25.

Evowood Carpentry LLC, Norwalk, contractor for Julian and Jessica Pomfret-Pudelsky. Perform replacement alterations at 26 Baldwin Farms South Greenwich. Estimated cost: $5,000. Filed Aug. 11.

Chebeir, Camille and Andree, Greenwich, contractor for Camille and Andree Chebeir. Add a new full bathroom in basement at 49 William St., Greenwich. Estimated cost: $15,000. Filed Aug. 18.

Finish Carpentry, Stamford, contractor for Mark and Gia Burton. Remove a wall at 39 Shore Road, Greenwich. Estimated cost: $25,000. Filed Aug. 12.

Gatehouse Partners LLC, Greenwich, contractor for Janice and Jeffrey Porphy. Add garage bay, pool bath and butler’s pantry, second-floor recreation room addition over entire garage as well as added bedroom and bathroom on north end of house over existing and new rear dormer in existing playroom at 570 Lake Ave., Greenwich. Estimated cost: $700,000. Filed Aug. 17. GK2A Group LLC, Stamford, contractor for Daniel and Henske Alyssa Abaroa. Remodel kitchen, refinish hardwood floors, cut two openings on existing walls, build a partition wall, sheetrock and paint and add new light fixtures at 4 Apple Tree Lane Greenwich. Estimated cost: $28,500. Filed Aug. 9. Gle LLC, Woodbridge, contractor for Lauro and Celia Astudillo. Remove existing damaged roof and replace at 232 Hamilton Ave., Greenwich. Estimated cost: $8,500. Filed Aug. 3. Green Power Energy LLC, Annandale, New Jersey, contractor for Frank J. and Monica M. Garrido. Install roof-mounted solar panels at 8 Cliff Road, Greenwich. Estimated cost: $32,092. Filed Aug. 17. Green Power Energy LLC, Annandale, New Jersey, contractor for Paul Poziumschi. Install roof-mounted solar panels at 33 Bote Road, Greenwich. Estimated cost: $27,375. Filed Aug. 17.

Questions and comments regarding this section should be directed to: Larry Miles c/o Westfair Communications Inc. 701 Westchester Ave, Suite 100 J White Plains, N.Y. 10604-3407 Phone: 694-3600 • Fax: 694-3699

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OCTOBER 18, 2021

Facts & Figures Green Power Energy LLC, Annandale, New Jersey, contractor for Jacques and Roisin Sylvie Bodson. Install roof-mounted solar panels at 272 Palmer Hill Road, Greenwich. Estimated cost: $28,451. Filed Aug. 17.

Home Exteriors LLC, Danbury, contractor for Kim Thomas and MacDermotroe. Perform a roof replacement with asphalt shingles at 10 Midbrook Lane Greenwich. Estimated cost: $11,500. Filed Aug. 13.

Green Power Energy LLC, Annandale, New Jersey, contractor for Sibley Robert and Patricia N. Monahan. Install roof-mounted solar panels at 54 Arch St., Greenwich. Estimated cost: $25,200. Filed Aug. 17.

COURT CASES

The Home Depot USA, Atlanta, Georgia, contractor for John R. and Shirley N. McHugh. Remove and replace window in living room at 67 Wildwood Drive, Greenwich. Estimated cost: $1,536. Filed Aug. 4. The Home Depot USA, Atlanta, Georgia, contractor for Gabriel and Alejandro Bisio. Remove and replace window in kitchen area at 34 Boulder Brook Road, Greenwich. Estimated cost: $2,523. Filed Aug. 4. Home Energy Repair LLC, Greenwich, contractor for Sandra Southal. Remove existing shingles down to the deck, inspect deck and replace any damaged areas, install underlayment, weather watch ice and water shield with proper ventilation and tape seams per Connecticut code and install new asphalt shingles at 203 Palmer Hill Road, Greenwich. Estimated cost: $16,189. Filed Aug. 4. Home Energy Repair LLC, Greenwich, contractor for Michael and Francis Strange. Remove existing shingles down to the deck and replace any damaged areas, install underlayment, weather watch, ice and water shield, proper ventilation and tape seams per Connecticut code and install new asphalt shingles at 42 Butler St., Greenwich. Estimated cost: $12,425. Filed Aug. 9.

OCTOBER 18, 2021

Bridgeport Superior Court Fuchs, Alex, Fairfield. Filed by Serenidy Reese, Bridgeport. Plaintiff’s attorney: Edward Thomas Murnane Jr., Bridgeport. Action: The plaintiff was delivering a package to the defendant’s premises, when his dog jumped out of the front door and bit the plaintiff. As a result, the plaintiff suffered injuries. The plaintiff seeks monetary damages more than $15,000, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. FBTCV-21-6109443-S. Filed Sept. 1 Montas, Stacie, Stamford. Filed by Fred M. Brutu, Bridgeport. Plaintiff’s attorney: Marc Alan Krasnow, Bridgeport. Action: The plaintiff suffered a collision allegedly caused by the defendant and sustained severe damages and injuries. The plaintiff seeks monetary damages more than $15,000, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. FBTCV-21-6109106-S. Filed Aug. 23. Park City Communities aka Housing Authority of the City of Bridgeport, Bridgeport. Filed by Rondell Miley, Plaintiff’s attorney: Daly Weihing & Bodell, Bridgeport. Action: The plaintiff commenced employment with the defendant and sustained a back injury during his employment. The plaintiff filed a claim for workers’ compensation, for which the defendant allegedly discriminated against the plaintiff for exercising his rights. The plaintiff seeks monetary damages more than $15,000, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. FBTCV-21-6109311-S. Filed Aug. 30.

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Zeng, Hui et al, Stratford. Filed by Marissa Rothschild, Simsbury. Plaintiff’s attorney: Candace Veronica Fay, Danbury Action: The plaintiff obtained property insurance from the defendant that would include coverage for bursting pipes. However, the defendant failed to procure a vacant home property insurance policy. The plaintiff seeks monetary damages more than $15,000, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. FBT-CV-216109307-S. Filed Aug. 30.

Roos, Elizabeth D., Danbury. Filed by TD Bank USA, NA, Brooklyn Park, Minnesota. Plaintiff’s attorney: Howard Lee Schiff PC Law Offices, East Hartford. Action: The plaintiff is a banking association, which issued a credit account to the defendant who agreed to make payments for goods and services. Since the defendant failed to make payments, the plaintiff seeks monetary damages more than $2,500, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. DBDCV-21-6040157-S. Filed July 27.

Rodrigues, Manuel, et al, Wilton. Filed by Modes Moose Inc., Montreal, Canada. Plaintiff’s attorney: Rogin Nassau LLC, Hartford. Action: The plaintiff transmitted wire funds to a wrong account, which belongs to the defendants. Despite several efforts, the defendant has failed or refused to return the wired funds to the plaintiff. The plaintiff seeks monetary damages more than $15,000, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. FSTCV-21-6053020-S. Filed Aug. 13.

Danbury Superior Court

Tirado, Christine, Danbury. Filed by American Express National Bank, Sandy, Utah. Plaintiff’s attorney: Zwicker and Associates PC, Enfield. Action: The plaintiff, a banking association, issued a credit card to the defendant who agreed to make payments for goods and services. Since the defendant has failed to make payments, the plaintiff seeks monetary damages more than $2,500, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. DBDCV-21-6040270-S. Filed Aug. 10.

DEEDS

Cianflone, Lauretta, Danbury. Filed by Capital One Bank NA, Richmond, Virginia. Plaintiff’s attorney: London & London, Newington. Action: The plaintiff is a banking association, which issued a credit account to the defendant for which the defendant agreed to make payments for goods and services. Since the defendant failed to make payments, the plaintiff seeks monetary damages more than $2,500, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. DBD-CV-21-6040278-S. Filed Aug. 11. Renzulli Associates Shopping Center LLC, et al, Norwalk. Filed by Roberta Demattos, Danbury. Plaintiff’s attorney: Moore O’Brien & Foti, Middlebury. Action: The plaintiff was lawfully on the premises controlled by the defendants when she was allegedly caused to fall due to the uneven surface on the sidewalk. As a result, the plaintiff suffered injuries. The plaintiff seeks monetary damages more than $15,000, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. DBD-CV-21-6040464-S. Filed Aug. 27.

Stamford Superior Court Kreps, Nicole, et al, Milford. Filed by Samuel Cummings, Cromwell. Plaintiff’s attorney: Lucas M. Watson Law Offices LLC, Hartford. Action: The plaintiff suffered a collision allegedly caused by the defendants and sustained severe damages and injuries. The plaintiff seeks monetary damages more than $15,000, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. FST-CV-21-6053188-S. Filed Aug. 24. Metro-North Commuter Railroad Company, et al, Stamford. Filed by Amica Mutual Insurance Co., Glastonbury. Plaintiff’s attorney: Barry S Rothschild, Framingham, Massachusetts. Action: The plaintiff’s car was parked in the parking lot managed and controlled by the defendants when a tree fell on the plaintiff’s car. The plaintiff seeks monetary damages more than $2,500, exclusive of interest and costs and such other further relief the court deems appropriate. Case no. FST-CV-216053211-S. Filed Aug. 28.

Commercial 268 West Broad Street LLC, Stamford. Seller: Peter C. Carriero and Gail R. Carriero, Stamford. Property: 268 W. Broad St., Stamford. Amount: $509,250. Filed Sept. 1. 99 Baldwin Beach LLC, New York, New York. Seller: Marina Christina Trejo-Bresnan and Michael Francis Bresnan, New York, New York. Property: 99 Baldwin Terrace, Fairfield. Amount: $N/A. Filed Aug. 31. Acosta, Christopher, Fairfield. Seller: Wilmington Savings Fund Society, Houston, Texas. Property: 492 Ruane St., Fairfield. Amount: $400,600. Filed Sept. 2. Antonicelli, Peter and Julia Gillis, Fairfield. Seller: Oaklawn Avenue LLC, Fairfield. Property: 2057 Kings Highway, Fairfield. Amount: $349,000. Filed Sept. 1. AYR Properties SEP LLC, Stamford. Seller: Selma M. Ruggiero, Stamford. Property: 239 Glenbrook Road, Stamford. Amount: $320,000. Filed Aug. 31. Bakker, Gerben and Frances Aponte Gonzalez, Fairfield. Seller: B II Builders LLC, Oxford. Property: 1390 S. Pine Creek Road, Fairfield. Amount: $2,125,000. Filed Aug. 30.

BL Partners LLC, Stamford. Seller: Jeffrey Lupienski, South Salem, New York. Property: Harbor Drive, Marina Unit B2, Stamford. Amount: $23,000. Filed Aug. 30. Cat Rock Too LLC, Greenwich. Seller: Gregory Fischer and Daniela Fischer, Greenwich. Property: 183 Cat Rock Road, Greenwich. Amount: $148,000. Filed Aug. 30. Cheng, Sheng, Westport. Seller: The Bank of New York Mellon, Highlands Ranch, Colorado. Property: 282 Bruce Park Ave., Unit 2, Greenwich. Amount: $782,250. Filed Sept. 1. Clemmens, Robert and Donna Clemmens, Wilton. Seller: Cheryl Farber Smith LLC, Rye Brook, New York. Property: 116 Woodbrook Drive, Stamford. Amount: $974,000. Filed Sept. 2. Cooper Pierce LLC, Greenwich. Seller: Jeffery S. Morgan and Claudia S. Morgan, Greenwich. Property: 14 Pierce Road, Greenwich. Amount: $1. Filed Aug. 31. Davidowitz, Robert and Cheryl Bennett-Davidowitz, New York, New York. Seller: Eleanor Development LLC, Fairfield. Property: 60 Eleanor Terrace, Fairfield. Amount: $1,035,700. Filed Aug. 30. Farah Trust LLC, Fairfield. Seller: Steven Heffer and Heena Sultan, Fairfield. Property: 3297 Congress St., Fairfield. Amount: $750,000. Filed Sept. 1. O’Neill, John R. and Kathleen Greber O’Neill, Boynton Beach, Florida. Seller: R.M.S. Holdings LLC, Stamford. Property: 865 High Ridge Road, Unit 7, Stamford. Amount: $525,000. Filed Sept. 1. Pantone, Pasqual and Neal Kathleen May, Stamford. Seller: Amin Construction LLC, Greenwich. Property: 26 Miramar Lane, Stamford. Amount: $1,381,000. Filed Sept. 3.

Facts & Figures Paydar, Shaheen and Adreanne Paydar, New York, New York. Seller: EGP Real Estate LLC, Naples, Florida. Property: 61 Summit Road, Riverside. Amount: $3,250,000. Filed Aug. 31.

Bergman, Michael and Danielle Bergman, Englewood, New Jersey. Seller: Allon Ivri and Maruja Ivri, Stamford. Property: 45 Morgan St., Stamford. Amount: $665,000. Filed Sept. 2.

Pinnacle Holdings Trust, Stamford. Seller: Fatima Sana Husain, Scarsdale, New York. Property: 2761 High Ridge Road, Stamford. Amount: $555,000. Filed Aug. 23.

Brown, Ike, Norwalk. Seller: Kinshuk Varshney and Diksha Varshney, Fairfield. Property: 74 Candlewood Road, Fairfield. Amount: $512,000. Filed Aug. 30.

Renzulli-Schiro, Emilia, Greenwich. Seller: Patrina LLC, Old Tappan, New Jersey. Property: 8 Armonk St., Greenwich. Amount: $835,000. Filed Aug. 30.

Carr, Trevor James, and Amanda Stark Whelan, Gouverneur, New York. Seller: George T. Heath and Marla M. Heath, Stamford. Property: 662 W. Hill Road, Stamford. Amount: $630,000. Filed Aug. 31.

Schuyler Estates LLC, Greenwich. Seller: Stephen Glen Andre and Jennifer Margaretta Andre, Greenwich. Property: 16 Chieftans Road, Greenwich. Amount: $N/A. Filed Sept. 2. Toiriyon, Olim, Stamford. Seller: SNIT LLC, Stamford. Property: 27 Northill St., Unit 2N, Stamford. Amount: $135,000. Filed Sept. 2.

Residential Amico, Kathryn, Greenwich. Seller: David Budkins and Eve Budkins, Greenwich. Property: 32 Fletcher Ave., Greenwich. Amount: $719,000. Filed Sep. 2. Andreoni, Michelle, Stamford. Seller: Felix Andreoni, Stamford. Property: 25 Waterbury Ave., Stamford. Amount: $135,000. Filed Aug. 31. Aoki, Kazuo, Sunnyvale, California. Seller: Helen R. Hallas, Greenwich. Property: 44 Hickory Drive, Greenwich. Amount: $1. Filed Sept. 1. Aragones, Abraham and Denisse Wolfenzon, Stamford. Seller: Lindsey Coughlin and Jeffrey K. Fletcher, Riverside. Property: 18 Amherst Road, Riverside. Amount: $10. Filed Aug. 30.

Caruso, Michael and Julia Otani Caruso, Cos Cob. Seller: Alberto Chiesara and Silvia Galiasso, Greenwich. Property: 21 Indian Mill Road, Cos Cob. Amount: $10. Filed Aug. 30. Cerfolio, Matthew C., New York, New York. Seller: Philip T. Lee, New Territories, Hong Kong. Property: 25 Forest St., Unit 9E, Stamford. Amount: $327,000. Filed Aug. 30. Crawford, Whitney Y. and Tobias W. Crawford, New Haven. Seller: Thomas A. Wrigley and Donna Wrigley, Fairfield. Property: 109 Sycamore Lane, Fairfield. Amount: $1,550,000. Filed Sept. 1. Del-Vecchio, Daniele, Greenwich. Seller: Ennio Gallo, Greenwich. Property: 40 Church St., Greenwich. Amount: $1. Filed Sept. 1. Eisenberg, Joshua and Megan Eisenberg, Greenwich. Seller: Mari Jo Galvin, Greenwich. Property: 425 Stanwich Road, Greenwich. Amount: $4,300,000. Filed Sept. 2. Ellis, Thomas R. and Benan O. Ellis, Greenwich. Seller: John A. Georges, Greenwich. Property: 25 Conyers Farm Drive, Greenwich. Amount: $N/A. Filed Sep. 2.

Felling, John and Lindsey Felling, Fairfield. Seller: Joshua Lewis, Fairfield. Property: 475 Rowland Road, Fairfield. Amount: $1,965,000. Filed Sept. 2. Gonzalez Lobo, Facundo and Adelia Maria Perrone, Old Greenwich. Seller: David W. Hudson, Old Greenwich. Property: 349 Sound Beach Ave., Old Greenwich. Amount: $1. Filed Sept. 2. Graiver Brodsky, Pablo Ezequiel and Romina Liana Rapoport Knecher, Greenwich. Seller: Alfred Lobalbo, Cos Cob. Property: 474 North St., Greenwich. Amount: $2,850,000. Filed Sept. 1. Grothe, Thomas Manuel and Taylor Laine Grothe, Greenwich. Seller: Thomas Manuel Grothe and Taylor Laine Grothe, Greenwich. Property: 9 Hillside Drive, Greenwich. Amount: $452,000. Filed Aug. 30. Hulce, Steven E., Greenwich. Seller: Emily Hulce, Greenwich. Property: 134 Briar Brae Road, Stamford. Amount: $10. Filed Sept. 1. Inglis, Bryan and Emily Mott, Southport. Seller: Cristina M. Pino, Fairfield. Property: 193 Rockland Road, Fairfield. Amount: $622,000. Filed Sept. 1. Ivezaj, Anto and Vera Dedvukaj, Harrison, New York. Seller: John Bowman and Nicole Bowman, Greenwich. Property: 56 Ritch Avenue West, Greenwich. Amount: $1,100,000. Filed Sept. 1. Jordan, Karen and Christopher P. Jordan, North Salem, New York. Seller: Thomas M. Cassone and Stephanie A. McLaughlin, Stamford. Property: 102 Soundview Ave., Stamford. Amount: $949,000. Filed Sept. 2. Joseph, Samuel and Emily Joseph, Fairfield. Seller: Paul Roberts and Linda Roberts, Fairfield. Property: 249 Toll House Road, Fairfield. Amount: $610,000. Filed Aug. 30.

Keijzer, Liese Lotte and Eric Yvo Cornelius Grol, Greenwich. Seller: Elana Hordon Wood, Greenwich. Property: 188 Stanwich Road, Greenwich. Amount: $3,496,000. Filed Aug. 30. Klooster, Emily Elizabeth and Steven Klooster, Old Greenwich. Seller: Niels Schillewaert and Sigrid Van Schelstraete, Brasschaat, Belgium. Property: 12 Binney Lane, Old Greenwich. Amount: $10. Filed Aug. 30. Lalic, Sehad and Dina Lalic, Stamford. Seller: Walter E. Hoyt, Stamford. Property: 23 Revere Drive, No. 2, Stamford. Amount: $200,000. Filed Sept. 2. Lancaster, John J. and Janice P. Lancaster, Park City, Utah. Seller: Jeffrey S. Lesser and Stacy J. Lesser, Stamford. Property: 14 Short Trail, Stamford. Amount: $915,000. Filed Sept. 1. Mahder, John Kevin and Jacquelyn Elizabeth Mahder, Norwalk. Seller: Thomas G. Doherty Jr. and Eileen C. Doherty, Fairfield. Property: 113 Daves Lane, Fairfield. Amount: $770,000. Filed Aug. 31. Martinez Lopez, Selvin E. and Jeslin P. Lopez Hernandez, Stamford. Seller: Andrew M. Greene and Kimberly K. Greene, Stamford. Property: 46 King St., Stamford. Amount: $410,000. Filed Aug. 31. Maultsby, Randy and Melissa Maultsby, New York, New York. Seller: John S. Wood and Lina Newhouse Wood, Glendale, Arizona. Property: 20 Montgomery Lane, Greenwich. Amount: $1,461,000. Filed Aug. 31. McCarthy, Mary, Carmel, California. Seller: Pamela W. Ritter, Fairfield. Property: 54 Elm St., Fairfield. Amount: $619,900. Filed Aug. 31. McGill, Darren and Sherry Famous-McGill, Bronx, New York. Seller: Aaron Helgevold and Katelynn Helgevold, Fairfield. Property: 120 Crane St., Fairfield. Amount: $510,000. Filed Aug. 31.

Narula, Tarun, Shelton. Seller: Ahmed Tayfour, Albany, New York. Property: 51 Cold Spring Road, Stamford. Amount: $425,000. Filed Sept. 1. Noonan, John B. and Hildegard A. Noonan, Fairfield. Seller: Shoshana Snyder, Fairfield. Property: 83 Pepperidge Circle, Fairfield. Amount: $689,000. Filed Sept. 1. Pantoliano, Marina and Daniel Kinnaird, Tarrytown, New York. Seller: Brendon Thomas Duffy, Stamford. Property: 9 Maple Tree Ave., Unit B2, Stamford. Amount: $332,000. Filed Sept. 2. Parvez, Mostaq A. and Jafor Ahmad, Stamford. Seller: Mohammed A. Tahir and Selina B. Tahir, Stamford. Property: 37 Stephen St., Stamford. Amount: $525,000. Filed Sept. 1. Pinto, Joselyn O., Stamford. Seller: Maurizio Gabrieli and Nadia Gabrieli, Stamford. Property: 14 Forest Lawn Ave., Unit B4, Stamford. Amount: $323,000. Filed Aug. 31. Popovici, Ioana, Stamford. Seller: Douglas Richman, Stamford. Property: 41 Snow Crystal Lane, Stamford. Amount: $535,000. Filed Sept. 2. Prizio, Peter, Bridgeport. Seller: Gloria Jennings, Fairfield. Property: 40 Gould Ave., Fairfield. Amount: $470,000. Filed Sept. 2. Reiner, Hamilton and Michelle Reiner, Westport. Seller: Jeremiah Germany and Felicia Falcetti Germany, Santa Ana, California. Property: 222 Eden Road, Stamford. Amount: $691,250. Filed Sept. 3. Roach, Renee and Aneika Roach, Mount Vernon, New York. Seller: Uttam K. Banik and Joyasree Banik, Glen Oaks, New York. Property: 117 Jennings Road, Fairfield. Amount: $523,000. Filed Sept. 1. Rubenstein, Karen and Robert Rubenstein, Riverside. Seller: James S. Sawyer and Shannon Signorini, Greenwich. Property: 22 Cherry Tree Lane, Riverside. Amount: $10. Filed Aug. 30.

FCBJ

WCBJ

Rutledge, Susann and Evangelos Vasilakis, Brooklyn, New York. Seller: Jason Flash and Natacha Flash, Stamford. Property: 287 Bouton Street West, Stamford. Amount: $565,500. Filed Aug. 30. Skantze, William and Michelle Ginsberg, Stamford. Seller: Firoz B. Tarapore, Stamford. Property: 55 Birchwood Road, Stamford. Amount: $745,000. Filed Aug. 30. Weil, Marc D., Scarsdale, New York. Seller: Renee Litt, Stamford. Property: 460 Cascade Road, Stamford. Amount: $1,280,000. Filed Sept. 3. Zakharian, Edouard, Stamford. Seller: Daniel Beltran, Stamford. Property: 21 Meadowpark Avenue South, Stamford. Amount: $536,750. Filed Sept. 2.

MORTGAGES Aguilar, Maja and Jorge L. Aguilar, Stamford, by Dorian Arbelaez. Lender: Quicken Loans LLC, 1050 Woodward Ave., Detroit, Michigan. Property: 42 Bennett St., Stamford. Amount: $365,000. Filed Aug. 19. Alperovich, Daniel and Gwynne Alperovich, Fairfield, by Matthew V. Bertolino. Lender: JPMorgan Chase Bank N A, 1111 Polaris Pkwy., Columbus, Ohio. Property: 10 Eagle Drive, Fairfield. Amount: $590,000. Filed Aug. 26. Bartlett, Jeffrey W., Fairfield, by Patricia A. Starkey. Lender: M&T Bank, 1 M&T Plaza, Buffalo, New York. Property: 1406 Westport Turnpike, Fairfield. Amount: $551,000. Filed Aug. 27. Bass, Eric S. and Andrea N. Bass, Stamford, by Melissa A. Trail. Lender: JPMorgan Chase Bank N A, 1111 Polaris Pkwy., Columbus, Ohio. Property: 356 Club Road, Stamford. Amount: $527,000. Filed Aug. 25. Berkley, Stephen and Alexandra Berkley, Greenwich. by Tom S. Ward Jr. Lender: Bank of America NA, 101 S. Tryon St., Charlotte, North Carolina. Property: 42 Birchwood Drive, Greenwich. Amount: $2,415,000. Filed Aug. 26.

OCTOBER 18, 2021

Facts & Figures Bonfigli, Andrea, Stamford, by Maria Szebeni. Lender: Webster Bank NA, 145 Bank St., Waterbury. Property: 10 Ranson St., Stamford. Amount: $300,000. Filed Aug. 25. Brown, David, Stamford, by Adam Hirsch. Lender: Savings Bank of Danbury, 220 Main St., Danbury. Property: 28 Carriage Drive, Stamford. Amount: $548,250. Filed Aug. 23. Brown, Winfield James, Greenwich. by Shauna Rose-Larmond. Lender: Wells Fargo Bank NA, 101 N. Phillips Ave., Sioux Falls, South Dakota. Property: 22 Irvine Road, Old Greenwich. Amount: $360,000. Filed Aug. 25. Cameron, Amanda J. and Sanford A. Cameron, Fairfield, by Nicola Corea. Lender: Quicken Loans LLC, 1050 Woodward Ave., Detroit, Michigan. Property: 200 Lovers Lane, Fairfield. Amount: $676,500. Filed Aug. 23. Casarrubias Adame, Jose Juan and Lilia Marcela del Razo Martinez, Fairfield, by David H. Dworski. Lender: Sirva Mortgage Inc., 6200 Oak Tree Blvd., Suite 300, Independence, Ohio. Property: 158 Redding Road, Fairfield. Amount: $500,000. Filed Aug. 27. Clemens, Nita and William Clemens, Stamford, by Tamara Peterson. Lender: US Bank National Association, 4801 Frederica St., Owensboro, Kentucky. Property: 174 E. Hunting Ridge Road, Stamford. Amount: $1,134,000. Filed Aug. 25. Conover, Gregory C. and Laura A. Conover, Fairfield, by Robert E. Colapietro. Lender: Citizens Bank, 300 Broad St., Elizabethtown, Tennessee. Property: 133 Smedley Road, Fairfield. Amount: $411,000. Filed Aug. 23.

OCTOBER 18, 2021

Costello, Jeffrey M. and Phillippa M. Costello, Fairfield, by Timothy M. Lodge. Lender: Quicken Loans LLC, 1050 Woodward Ave., Detroit, Michigan. Property: 40 Pine Tree Lane, Fairfield. Amount: $351,000. Filed Aug. 24. Fagan, Daniel, Fairfield, by Robert F. Creamer. Lender: Truis Bank, 901 Semmes Ave., Richmond, Virginia. Property: 56 Juniper Lane, Southport. Amount: $432,000. Filed Aug. 27. Fanelli, Daniel G. and Regina Fanelli, Stamford, by Stephen J. Schelz. Lender: Cardinal Financial Co., 3701 Arco Corporate Drive, Suite 200, Charlotte, North Carolina. Property: 59 Courtland Ave., No. 2L Stamford. Amount: $334,000. Filed Aug. 19. Fischer, Gregory and Daniella Fischer, Greenwich. by William P. Osterndori. Lender: Total Mortgage Services LLC, 185 Plains Road, Milford. Property: 183 Cat Rock Road, Greenwich. Amount: $1,200,000. Filed Aug. 26. Franchini, Robert A. and Stephanie M. Franchini, Fairfield, by Jeffrey G. Lane. Lender: Morgan Stanley Private Bank, 4270 Ivy Pointe Blvd., Suite 400, Cincinnati, Ohio. Property: 2682 Burr St., Fairfield. Amount: $1,300,000. Filed Aug. 26. Geraci, Susan B., Stamford, by Lili Zhang. Lender: PNC Bank, N A, 3232 Newmark Drive, Miamisburg, Ohio. Property: 70 Starin Drive, Stamford. Amount: $1,500,000. Filed Aug. 24. Gould, Kristen M. and Andrew W. Gould, Stamford, by Dorian Arbelaez. Lender: Rocket Mortgage LLC, 1050 Woodward Ave., Detroit, Michigan. Property: 14 Sherwood Road, Stamford. Amount: $480,000. Filed Aug. 19.

FCBJ

WCBJ

Graf, Elizabeth C. and Christine A. Graf, Greenwich. by Kathleen M. Merrigan. Lender: Morgan Stanley Private Bank, 4270 Ivy Pointe Blvd., Suite 400, Cincinnati, Ohio. Property: 1 Brookside Park, Greenwich. Amount: $3,129,750. Filed Aug. 24. Joy, Brian and Elizabeth Joy, Fairfield, by Dennis Bujdud. Lender: Savings Bank of Danbury, 220 Main St., Danbury. Property: 117 Rhoda Ave., Fairfield. Amount: $674,250. Filed Aug. 26. Keating, Daniel and Amy Pannesco, Stamford, by Aaron Charney. Lender: Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, Pennsylvania. Property: 169 Knox Road, Stamford. Amount: $507,720. Filed Aug. 24. Kelly, Megan and Sean Kelly, Fairfield, by Jeremy E. Kaye. Lender: First Republic Bank, 111 Pine St., San Francisco, California. Property: 204 Harbor Road, Southport. Amount: $1,115,000. Filed Aug. 25. Kelly, Patricia S. and Daniel J. Kelly, Greenwich. by Jeremy E. Kaye. Lender: Bank of America NA, 101 S. Tryon St., Charlotte, North Carolina. Property: 42 Indian Head Road, Riverside. Amount: $1,800,000. Filed Aug. 25. Kinahan, Shane, Stamford, by Greg M. Febbado. Lender: Wells Fargo Bank NA, 101 N. Phillips Ave., Sioux Falls, South Dakota. Property: 105 Pond Road, Stamford. Amount: $900,000. Filed Aug. 20. Liu, Hongbo and Lanbo Zou, Stamford, by Friedrich M. Helisch. Lender: Better Mortgage Corp., 175 Greenwich St., 59th floor, New York, New York. Property: 99 Westover Lane, Stamford. Amount: $436,000. Filed Aug. 20. Lofaro, John A. and Alexandra Lofaro, Stamford, by Kathryn L. Braun. Lender: JFQ Lending Inc., 7720 N. Dobson Road, Scottsdale, Arizona. Property: 202 Club Road, Stamford. Amount: $601,450. Filed Aug. 23.

Luise, Robert P., Fairfield, by Eric Willinger. Lender: Webster Bank, N A, 145 Bank St., Waterbury. Property: 171 Brooklawn Terrace, Fairfield. Amount: $100,000. Filed Aug. 24. Manguinao, Teresita, Stamford, by Eugene Glouzgal. Lender: Nationstar Mortgage LLC, 8950 Cypress Waters Blvd., Dallas, Texas. Property: 51 El Tree Place, Stamford. Amount: $282,400. Filed Aug. 24. Marcato, Carolyn K., Fairfield, by Dorian Arbelaez. Lender: Rocket Mortgage LLC, 1050 Woodward Ave., Detroit, Michigan. Property: 3845 Park Ave., Apt. 3, Fairfield. Amount: $265,800. Filed Aug. 23. Martin, Lisa, Greenwich. by S Monica Malhotra. Lender: TD Bank NA, 2035 Limestone Road, Wilmington, Delaware. Property: 14 Bailiwick Woods Circle, Greenwich. Amount: $200,000. Filed Aug. 23. Monterroso Vasquez, Odilma and Carla J. Gonzalez Monterroso, Stamford, by Mayra M. Rios. Lender: Loandepot.Com LLC, 26642 Towne Centre Drive, Foothill Ranch, California. Property: 41 Pepper Ridge Road, Stamford. Amount: $490,452. Filed Aug. 20. O’Hara, Stefany and Michael O’Hara, Fairfield, by Ronald D. Peikes. Lender: Mortgage Advantage Lending LLC, 2645 Executive Park Drive, Suite 123, Weston, Florida. Property: 81 Witon Road, Fairfield. Amount: $483,000. Filed Aug. 25. O’Shea, Joseph, Greenwich. by Clare Bolduc. Lender: US Bank National Association, 4801 Frederica St., Owensboro, Kentucky. Property: 1 Palmer Lane, Riverside. Amount: $1,166,400. Filed Aug. 27. Pickering, Richard A., Fairfield, by Peter Ambrose. Lender: William Raveis Mortgage LLC, 7 Trap Falls Road, Shelton. Property: 257 Bullard St., Unit 2, Fairfield. Amount: $383,000. Filed Aug. 25.

Pugliese Migliardi, Lisa and Matthew John Migliardi, Greenwich. by Louis Pittocco. Lender: US Bank National Association, 4801 Frederica St., Owensboro, Kentucky. Property: 43 Buena Vista Drive, Greenwich. Amount: $1,400,000. Filed Aug. 24.

Dominick Fuel, 116 S. Main St., Norwalk 06854, c/o Hop Energy LLC. Filed Sept. 17.

Saad, Ramy Ahmed, Greenwich. by Tom S. Ward Jr. Lender: Wells Fargo Bank NA, 101 N. Phillips Ave., Sioux Falls, South Dakota. Property: 2 Old Farm Lane, Old Greenwich. Amount: $2,362,500. Filed Aug. 27.

HG Communications, 221 Sunrise Hill Lane, Norwalk 06851, c/o Howard David Gross. Filed Sept. 1.

Sokolik, Adam A. and Colleen F. Sokolik, Greenwich. by David H. Dworski. Lender: Loandepot.Com LLC, 26642 Towne Centre Drive, Foothill Ranch, California. Property: 29 Orchard Place, Greenwich. Amount: $1,125,000. Filed Aug. 23.

G&E Beauty Bar, 515 West Ave., Norwalk 06850, c/o Elizabeth Iljazi. Filed Sept. 7.

M & B Home Improvement, 874 Queen St., Bridgeport 06606, c/o Michael Espinoza. Filed Sept. 9. Precision Landscaping LLC, 7 Leonard St., Apt. 3, Norwalk 06850, c/o Sofia Valdoninos. Filed Sept. 17. Sono Dog, 45 Bishop Ave., Bridgeport 06607, c/o Edward E. Reeves Jr. Filed Sept. 7.

Su, Yvonne, Fairfield, by Kellie Ann Vazzano. Lender: Primelending a Plainscapital Company, 18111 Preston Road, Suite 900, Dallas, Texas. Property: 29 Cedar Road, Southport. Amount: $268,000. Filed Aug. 24.

VC & Sons Maintenance & Service LLC, 21 W. Main St., Unit A1, Norwalk 06851, c/o Luis G. Villavicencio. Filed Sept. 17.

Sweeney, Michael J. and Elizabeth C. Sweeney, Stamford, by Gerald M. Fox III. Lender: Warshaw Capital LLC, 2777 Summer St., Suite 306, Stamford. Property: 1336 Newfield Ave., Stamford. Amount: $600,000. Filed Aug. 23.

Foreign object damage elimination system. Patent no. 11,142,344 issued to David Caywood, et al. Assigned to Sikorsky, Stratford.

NEW BUSINESSES

Post-purchase credit offer and tender switch. Patent no. 11,144,904 issued to Michael Storiale, et al. Assigned to Synchrony, Stamford.

Barrientos Construction, 189 Ely Ave., Apt. 1, Norwalk 06854, c/o Orlin F. Barrientos Hernandez. Filed Sept. 1. Crescent Cottage Blooms, 77 Ohio Avenue Extension, Norwalk 06801, c/o Melanie Paukner. Filed Sept. 17. Dominick Fuel Inc., 116 S. Main St., Norwalk 06854, c/o Joseph A. Dominick. Filed Sept. 3.

PATENTS

Retractable landing gear system for a vertical takeoff and landing (VTOL) aircraft. Patent no. 11,142,304 issued to Jason Satira, et al. Assigned to Sikorsky, Stratford.

LEGAL NOTICES The Catchy Games LLC, Arts of Org. filed with Sec. of State of NY (SSNY) 8/9/2021. Cty: Westchester. SSNY desig. as agent upon whom process against may be served & shall mail process to 329 Saint John Ave., Yonkers, NY 10704. General Purpose #62943 C & S Gizzo Realty 9 Oak Street LLC, Arts of Org. filed with Sec. of State of NY (SSNY) 8/11/2021. Cty: Westchester. SSNY desig. as agent upon whom process against may be served & shall mail process to Gaetano A. Gizszo, 173 Underhill Ave., West Harrison, NY 10604. General Purpose #62944 Notice of Formation of EAW Enterprises LLC Art. of Org. filed with SSNY 9/7/21. Loc: Westchester Cty. SSNY desig. as agent of the LLC upon whom process against it may be served. SSNY shall mail process to the LLC, 522 Stellar Ave, Pelham NY 10803. Purpose: any lawful purpose. #62953 Notice of Formation of GET LIT CANDLES LLC, a domestic, LLC. Art. Of Org. filed with SSNY on 09/08/2021. Office location: Westchester County. SSNY has been designated as agent of the LLC upon whom process against it may be served. SSNY shall mail process to: The LLC, 57 ROOSEVELT DR, BEDFORD HILLS, NY 10507. Purpose: Any Lawful Purpose. #62954 Green Deal Recycling, LLC, Arts of Org. filed with Sec. of State of NY (SSNY) 9/2/2021. Cty: Westchester. SSNY desig. as agent upon whom process against may be served & shall mail process to 150 Old Mamaroneck Rd., White Plains, NY 10605. General Purpose #62955

Notice of formation of Panoply Properties, LLC, a domestic LLC. Articles of Organization filed with Secretary of State of NY (SSNY) on 9/9/2021. Office location: Westchester County. SSNY is designated as agent upon whom process against the LLC may be served. SSNY shall mail process to: Panoply Properties, LLC 4024 Avenue U - 2nd. Fl. Brooklyn NY 11234. Purpose: Any lawful purpose. #62957 Notice of Formation of HJC Consulting, LLC. Arts. of Org. filed with SSNY on May 27, 2021. Office location: Westchester County. SSNY designated as agent of LLC upon whom process may be served. SSNY shall mail process to 163 Old Colony Road, Hartsdale, NY 10430. Purpose: any lawful act or activity. #62958 1st Step Pros LLC. Art. Of org. Filed with the Nevada Secretary of State on 11/17/2020. Office: Clark County. NSS Designated as registered agent of 1st Step Pros LLC upon whom process against it may be served. NSS shall mail copy of process to the LLC, 980 Broadway #322, Thornwood, NY,10594. Purpose: Any lawful purpose. Cert. of authority to conduct business in NYS Filed with NYSDS on 6/10/2021. Office: Albany county, NY 12231-0001. #62959 Augie’s Stone Restoration LLC. Filed 5/5/21 Off ice:†Westchester†Co. †SSNY†designated as agent for process & shall mail to:†7 Heritage Hills - B, Somers, NY 10589†Purpose:†All lawful #62961

Notice of Formation of GDR Films, LLC. Arts. of Org. filed with SSNY on 9/3/21. Office location: Westchester County. SSNY designated as agent of LLC upon whom process may be served. SSNY shall mail process to Greg Di Roma, 1314 Washington St, Cortlandt Manor, NY 10567. Purpose: any lawful act or activity. #62963 Notice of formation of Limited Liability Company (LLC). Name: 45 Harrison LLC. Articles of Organization filed with the Secretary of State of the State of New York (SSNY) on September 16, 2021. N.Y. office location: Westchester County. The SSNY has been designated as agent of the LLC upon whom process against it may be served. The SSNY shall mail a copy of any process to c/o Macquesten Development, LLC, 438 Fifth Avenue, Suite 100, Pelham, New York 10803. Purpose/character of LLC is to engage in any lawful act or activity. #62964 Notice of formation of Limited Liability Company (LLC). Name: 45 Harrison Managers LLC. Articles of Organization filed with the Secretary of State of the State of New York (SSNY) on September 16, 2021. N.Y. office location: Westchester County. The SSNY has been designated as agent of the LLC upon whom process against it may be served. The SSNY shall mail a copy of any process to c/o MacQuesten Development, LLC, 438 Fifth Avenue, Suite 100, Pelham, New York 10803. Purpose/character of LLC is to engage in any lawful act or activity. #62965

Notice of formation of Limited Liability Company (LLC). Name: RDC Cortland Holdings LLC. Articles of Organization filed with the Secretary of State of the State of New York (SSNY) on September 13, 2021. N.Y. office location: Westchester County. The SSNY has been designated as agent of the LLC upon whom process against it may be served. The SSNY shall mail a copy of any process to RDC Cortland Holdings LLC, 1055 Saw Mill River Road, Suite 204, Ardsley, New York 10502. Purpose/character of LLC is to engage in any lawful act or activity. #62966 Notice of formation of Limited Liability Company (LLC). Name: RDC Cortland Holdings Manager LLC. Articles of Organization filed with the Secretary of State of the State of New York (SSNY) on September 13, 2021. N.Y. office location: Westchester County. The SSNY has been designated as agent of the LLC upon whom process against it may be served. The SSNY shall mail a copy of any process to RDC Cortland Holdings Manager LLC, 1055 Saw Mill River Road, Suite 204, Ardsley, New York 10502. Purpose/character of LLC is to engage in any lawful act or activity. #62967 Notice of formation of Blossom Belles, LLC. Art. of Org. filed with the SSNY on 7/13/21. Offc. Westchester Cty. SSNY desg. as agent of the LLC upon whom process against it may be served. SSNY shall mail process to the LLC, 177A E Main Street, New Rochelle, NY 10801. Purpose: any lawful purpose. #62970

Dr. Guglielmi Oral and Maxillofacial Surgery PLLC, Art. of Org. filed with SSNY on 9/9/21, duration Perpetual. Office location: Westchester County. SSNY designated as agent of the PLLC upon whom process against it may be served. SSNY shall mail a copy of any process to The PLLC, 82 Lakeshore Dr., Eastchester, NY 10907. Purpose: To practice the profession of Dentistry. #62973 Ludensol Detailing LLC. Filed 7/28/21 Office: Westchester Co. SSNY designated as agent for process & shall mail to: 714 Saw Mill River Rd, Yorktown Heights, NY 10598 Purpose: All lawful #62974 Notice of Formation of Marin R Food Distribution LLC Art. Of Org. filed with SSNY on 9/22/21. Offc. Loc: Westchester Cty. SSNY desig. as agent of the LLC upon whom process against it may be served. SSNY shall mail process to the LLC, 35 Hillandale Ave, White Plains, NY 10603. Purpose: any lawful purpose. #62975 Notice of Formation of Ashley Alice Beauty, LLC Art. Of Org. filed with SSNY on 6/14/21. Offc. Loc: Westchester Cty. SSNY desig. as agent of the LLC upon whom process against it may be served. SSNY shall mail process to the LLC, 226 Sherman Ave., Hawthorne, NY 10532. Purpose: any lawful purpose. #62979

NewMark Focus Solutions LLC Art. of Org. filed with NY Secretary of State on October 1, 2021. Office located in WESTCHESTER COUNTY. Secy. Of State designated as agent upon which process may be served. Secy. Of State shall mail a copy of any process against it served upon him/her to: 3080 Weston Lane Yorktown Hts., NY 10598 (the LLCís primary business location). LLC may engage in any lawful act or activity for which a limited liability company may be formed. #62982 NAF LINDEN LLC. Filed 10/1/2020. Office: Westchester Co. SSNY designated as agent for process & shall mail to: 1274 49TH STREET, 14, BROOKLYN, NY 11219. Purpose: General. #62983 Model Elevator LLC. Filed 7/13/21 Office: Westchester Co. SSNY designated as agent for process & shall mail to: 56 Sagamore Rd, Suite 2B, Bronxville, NY 10708 Purpose: All lawful #62984 1011 & 1013 Adee Avenue LLC. Filed 3/18/21 Office: Westchester Co. SSNY designated as agent for process & shall mail to: 35 Overhill Rd, New Rochelle, NY 10804 Purpose: All lawful #62985 Cathy Migden Real Estate LLC. Filed 8/19/21 Office: Westchester Co. SSNY designated as agent for process & shall mail to: 21 Croton Lake Rd, Unit 23, Katonah, NY 10536 Purpose: All lawful #62986 Mepa Capital LLC Art of Org. filed with the SSNY on 09/30/2021.Office: Westchester County. SSNY designated as agent of the LLC upon whom process against it may be served. SSNY shall mail copy of process to the LLC. Meiliana Paldino 201 Maple Ave Mamaroneck, NY 10543 Purpose: Any lawful purpose. #62988

FCBJ

WCBJ

Notice of formation of Limited Liability Company. Name: 319 CONNECTICUT LLC (LLC). Articles of Organization filed with the Secretary of State of the State of New York (SSNY) on October 8, 2021. NY office location: Westchester County. The SSNY has been designated as agent of the LLC upon whom process against it may be served. The SSNY shall mail a copy of any process to 319 Connecticut LLC, c/o CityLight Realty One LLC, 66 Palmer Avenue, Suite 33B, Bronxville New York 10708. Purpose/character of LLC is to engage in any lawful act or activity. #62989 Notice of Formation of ACM General Contracting LLC. Art. Of Org. filed with SSNY on October 9, 2021. Office Location: Westchester County, NY. SSNY designated as agent of the LLC upon whom process against it may be served. SSNY shall mail process to: c/o Anthony A Custodio Marte, 1975 Crompond Rd, Cortlandt Manor NY 10567. Purpose: any lawful purpose. #62990 NOTICE OF FORMATION OF LIMITED LIABILITY COMPANY (LLC). NAME: E. D 15, LLC Articles of Organization were filed with the Secretary of State of New York (SSNY) on 09/23/21. Office location: Westchester County. Kristen N. Gizzi, Esq. has been designated as Agent of the LLC upon whom process against it may be served. The post office address within or without the State to which the SSNY shall mail a copy of any process against the Company served upon him or her is: 201 Saw Mill River Road, Yonkers NY 10701. The Company was formed for any lawful business purpose or purposes permitted under the NY LLC Act. #62991

OCTOBER 18, 2021

Millennial & Gen Z

AWARDS 2021

CELEBRATING A GENERATION Millennials represent half of the workforce and it’s predicted that by 2025, Gen Z will make up about 27% of the workforce in the world. Many individuals from this generation are coming of age and establishing their place in society. The awards celebrate this new era in the workforce and recognize some individuals who are leaving their footprints in the technology and business communities of Westchester and Fairfield counties.

NOV. 18 • AT THE GREENWICH HYATT 1800 EAST PUTNAM AVE, OLD GREENWICH Keep an eye out for the winners!

Cocktails • Buffet Style food • Networking

• 6:20 - 7:30 pm: Awards ceremony Rooting for the young emerging professional leaders in our region!

• 7:30 - 8 pm: Closing Dessert, coffee and tea

ATTENDANCE: Tickets are $35 per person. Upon recommendations of our health professionals, attendees must be fully vaccinated for Covid-19 in order to attend this event. Thank you in advance for your understanding.

• 8:30 - 9:30 pm: Afterparty

Join us for drink specials at Towne Parlor, 112 Bedford St, Stamford, CT For information and sponsorships, contact: Fatime Muriqi at fmuriqi@westfairinc.com. PRESENTED BY:

BRONZE SPONSOR:

SUPPORTER:

HOTEL& CONFERENCE CENTERS 2021

ADVERTORIAL RESOURCE GUIDE

ABOVE THE UNCERTAINTY Having an expert wealth advisor has become an essential component of managing a person’s wealth. We are proud to honor and celebrate the continued success and wise judgment of our 2021 Top Wealth Advisors for Fairfield and Westchester counties.

MARCH 5, 2018 | FAIRFIELD COUNTY BUSINESS JOURNAL | WESTCHESTER COUNTY BUSINESS JOURNAL

OCTOBER 18, 2021 | FAIRFIELD COUNTY BUSINESS JOURNAL | WESTCHESTER COUNTY BUSINESS JOURNAL

WELCOME 2021 TOP WEALTH ADVISORS With the tremendous volatility in the markets, having an expert wealth advisor has become an essential component of managing a person's wealth. This year, we honor and celebrate the continued success and wise judgment of our top wealth advisors. JUNE 10 Introductory remarks Marcia Pflug….Director, Westfair Communications Andrew Maloney…Senior Vice President, PIMCO 50 Year Anniversary video…PIMCO 2021 Top Wealth Advisor Honorees Greystone on the Hudson feature Closing Comments

SPONSORS WITH THANKS

A LOC

L BUSI N E S S & LI F E S T Y L E S

WESTFAIR COMMUNICATIONS INC. A privately held firm based in White Plains, publishes tabloid- sized business newspapers online: the Westchester County Business Journal and the Fairfield County (Connecticut) Business Journal; WAG magazine, a glossy monthly publication judged to be the “Best Magazine in New York State” for the past five years; and News @ Noon, industry-specific newsletters. The Business Journals are more than 60 years old and are the only weekly countywide business newspapers. They were founded by former Westchester resident David Moore, a grandson of celebrated New York publisher Joseph Pulitzer, and John Smith, a former Wall Street Journal editor. In keeping with its founders’ principles, the newspapers focus only on the local business community with news and information that are helpful to businesspeople and profiles on entrepreneurs and professionals, which are inspirational to the readers. The papers have gained credibility and respect in the region for their information, integrity, relevance and usefulness to readers. WAG, a lifestyle magazine with unique upscale content, has become a popular and successful must-read for the savvy residents of Westchester and Fairfield counties. The company also sponsors interactive programs for its readers, some of which are joint-ventured with other businesses or community organizations. These programs cover a variety of subjects and take different forms, including seminars, expos, conferences, roundtable discussions and debates. For more information, visit westfaironline.com, wagmag.com or call 914-694-3600.

2021 TOP WEALTH ADVISORS

OCTOBER 18, 2021

PIMCO

ANDREW MALONEY is a senior vice president and external advisor consultant in the New York office. He is responsible for the distribution of PIMCO mutual funds, ETF’s, alternatives and managed accounts. Mr. Maloney began his career at PIMCO in 1998 as an internal advisor consultant. He has 23 years of investment and financial services experience and holds an undergraduate degree from Saint Anselm College.

PIMCO is one of the world’s premier fixed-income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed-income investing. In the 50-plus years since, we have continued to bring innovation and expertise to our partnership with clients seeking the best investment solutions. Today we have offices across the globe and 2,600 professionals united by a single purpose: creating opportunities for investors in every environment. PIMCO partners with a wide range of institutions, including corporations, central banks, universities, endowments and foundations, and public and private pension and retirement plans. In addition, we work with financial advisors and millions of individual investors pursuing personal financial goals, from preparing for retirement to funding higher education. Investing our clients’ assets is a tremendous responsibility and for that reason there can be no shortcuts. We work relentlessly to help these investors reach their goals. Prepared. PIMCO believes that performance starts with preparation. We conduct exhaustive research and analysis to continuously evaluate the world’s changing risks and opportunities, from broad economic trends to individual securities. Our aim is to deliver forward-looking solutions that maximize the possibilities for our clients. Tested. There is no substitute for experience. Our distinctive top-down, bottom-up investment process has been tested in every market environment. That process is more than any one person – it is fundamental to our firm and will guide our efforts on behalf of our clients. Invested. PIMCO believes there is nothing more important than the partnership with our clients. Markets don’t stand still and neither do we, innovating to build solutions to meet investors’ evolving needs. We are invested in helping our clients achieve what they set out to accomplish.

2021 TOP WEALTH ADVISORS

OCTOBER 18, 2021

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

2021 TOP WEALTH ADVISORS

OCTOBER 18, 2021

DONALD J. AMORUSO

DAN ANDERSON

ERIC A. BICKLER

Financial Advisor and Franchise Owner

Senior Resident Director

Senior Vice President – Wealth Management

Donald J. Amoruso, CRPC, is a financial adviser and franchise owner of Summit Lake Financial Management Group, a financial advisory practice of Ameriprise Financial Services LLC. Having been a past executive in a Dow Jones Industrial company and chairman and CEO of a public high technology company, Amoruso applies this experience to help his clients plan to achieve their financial goals. He is a 2016-20 recipient of the Five Star Wealth Manager Award and a 2013-20 recipient of the Ameriprise Circle of Success award. Amoruso was inducted into the Westchester Senior Citizen Hall of Fame in 2018.

Dan Anderson started his career at Merrill Lynch in 1992 after graduating from Roger Williams University with a bachelor’s degree in business and finance. Anderson has served as senior resident director of the Darien office since its opening in 2008. Also a managing director, his focus is on developing strategies and advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives. Anderson was named to Forbes Best-in-State Wealth Advisors list for the second consecutive year. With his experience, he serves as the relationship manager working with affluent individuals, professionals and business owners. Anderson works closely with advisers including accountants and attorneys.

Eric A. Bickler has a true passion for personal finance and helping his clients succeed. 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 adviser since 1998, he considers it a privilege to share his experience and knowledge with clients as he helps them pursue their financial goals. 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

MARK BROOKFIELD

WENTON CAMPORIAN

Ameriprise Financial Services, Inc.

ED BOOTH

Merrill Lynch

The Sabia-Bickler Wealth Management Group UBS Financial Services, Inc.

Co-Founder and Managing Partner Shearwater Creek Wealth Advisors

Managing Partner Erdmann Group Merrill Lynch

Senior Vice President

Ed Booth is co-founder and managing partner of Shearwater Creek Wealth Advisors (SCWA). He is a certified financial planner with over 23 years of experience advising individual investors and managing diversified investment portfolios. Prior to forming SCWA, Ed was a top financial adviser at PaineWebber, UBS and Morgan Stanley. Ed serves as SCWA’s chief investment officer and his engagement in the financial markets is a full-time passion. Ed graduated from Sacred Heart University with a Bachelor of Arts in Finance. He and his wife, Laura, live in Fairfield with their three children. They are both active in the community supporting local charities, school organizations and their children’s athletic organizations.

Mark Brookfield is a managing partner of the Erdmann Group within the Private Banking and Investment Group at Merrill Lynch. Mark advises senior executives of Fortune 500 companies, business owners, entrepreneurs and ultra-affluent families about multiple facets of their financial lives. Drawing on the resources of the Private Banking and Investment Group, Mark is adept at harnessing the firm’s capabilities in a manner that is robust and holistic. He is skilled in a range of offerings, including estate planning services, intergenerational wealth transfer, concentrated stock strategies and cash-flow modeling. Mark examines both sides of a client’s balance sheet to identify gaps and capitalize on opportunities for a more efficient deployment of capital. He is also responsible for overseeing the Erdmann Group’s fixed income portfolios. Brookfield began his Merrill Lynch career in 2001 and joined the Erdmann Group in 2004. Brookfield is a certified financial planner. Mark lives in Rowayton with his wife, Christine, and two daughters, Grace and Morgan.

Wenton Camporian is a senior vice president, financial adviser and partner at the Peters Group. He has 28 years of experience in finance and has been with Morgan Stanley since 1994. Wenton began his investment career in 1992 with Paine Webber. With nearly three decades of industry experience, Wenton has perfected the approach and level of service he is able to provide for his clients. He understands that one size does not fit all and therefore works to be an active listener in order to create highly customized plans to fit his clients’ goals. His unique approach has allowed him to craft a well-ordered client service model that revolves around providing results with FedEx efficiency, but delivered with Ritz-Carlton service. Within the Peters Group, Wenton’s primary responsibilities include focusing on investment strategy, wealth management and creating financial plans to meet the complexities of each client. Wenton’s prior experiences steered him toward his current career as a financial adviser where he strives to help clients better understand their personal finances, provide efficient solutions to their problems and build a plan for the future. He received a Bachelor of Science degree from Franklin Pierce University and attended the Certified Investment Management Analyst Program at the University of Pennsylvania Wharton School of Business.

2021 TOP WEALTH ADVISORS

Morgan Stanley

OCTOBER 18, 2021

Mitchell WealthCare Has Launched Next Level Private, a $850 Million Independent Fiduciary RIA Founder Barry P. Mitchell, Jr and his team, formerly with UBS, work to put clients in a better financial position every single day

Next Level Private, formerly affiliated with UBS as Mitchell WealthCare, proudly announces that in order to better serve its clients, it has become a fully independent registered investment advisor (RIA). The eight-person firm has $850 million in assets under management and offers a full range of financial services including goals-based planning, fiduciary advice, and financial advocacy. “My team and I get to the office every day asking ourselves, ‘what can we do today to make life better for our clients?’ Now as an independent RIA and fiduciary, we are free from previous proprietary constraints and have a lot more available to us in terms of research, investment solutions and technology that can put our clients in a better financial position,” explained Barry P. Mitchell, Jr, Founder and Managing Director, Next Level Private. As an independent RIA, Next Level Private has access to a full spectrum of financial research, planning resources, and product offerings that were unavailable at their previous firm. The Next Level Private process starts with creation of a Financial Freedom Roadmap. From there, the team moves on to wealth accumulation strategies, banking solutions and services, risk analysis and finally, building a memorable legacy.

“Next Level Private is all about increasing impact and giving back to our community. Beyond helping our clients gain security and financial freedom, we want to help them create the fulfilling and purposeful life they’ve always envisioned.”

PLEASE GET IN TOUCH. LET’S EXPLORE HOW WE CAN WORK TOGETHER.

914.431.5255

500 Mamaroneck Ave, Suite 501 Harrison, NY 10528

nxtprivate.com

Next Level Private LLC is a registered investment advisor.

2021 TOP WEALTH ADVISORS

OCTOBER 18, 2021

THE SOUND SHORE WEALTH MANAGEMENT GROUP Morgan Stanley

PETER CHIECO, CFP®, CIMA®, CDFA® Managing Director Family Wealth Director Financial Advisor

t the Sound Shore Wealth Management Group, we are committed to building long-term relationships with our clients and their families by helping them to enhance, preserve and transfer their wealth so they have the freedom to pursue their passions and enjoy the wealth they have created. Help Simplify Your Wealth, Simplify Your Life Comprehensive wealth management has always been the cornerstone of our approach to helping clients and their families articulate and achieve their financial and personal goals. Leveraging a range of proprietary managed portfolios, we assist each of our clients in

VINCENT MANCUSO, CRPS® Executive Director Family Wealth Director Senior Portfolio Management Director Financial Advisor

developing a customized wealth management strategy that aligns with their individual objectives, time horizon and tolerance for risk. We believe in longterm growth and the opportunities created by proper allocation. We also know how to put your entire financial and personal picture in the right perspective, and our goal is find investment solutions that help to simplify both your wealth and your life. A Different Kind of Working Relationship As your financial life gets more complex, traditional advisory services may no longer be sufficient to help meet your planning needs. As Family Wealth Directors, we understand that invest-

ments may only be one important piece of your overall wealth management strategy. In addition to providing a comprehensive suite of financial planning and investment services, we also offer access to a full breadth of family advisory services, including estate planning strategies, insurance planning, philanthropy, aggregated reporting and family governance and dynamics. World-Class Solutions, World-Class Service At The Sound Shore Wealth Management Group, we combine world-class resources and intellectual capital of Morgan Stanley with sound, in-depth financial advice and world-class service delivered by a diverse and dynamic team.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. Asset Allocation does not assure a profit or protect against loss in declining financial markets. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3794356 10/21

The Sound Shore Wealth Management Group at Morgan Stanley One Fawcett Place, Greenwich, CT 06830 (203)625-4897 2021 TOP WEALTH ADVISORS

OCTOBER 18, 2021

JAY CANELL

NEIL CANELL

PETER CHIECO

Managing Director

Jay Canell is experienced in all equity investments with areas of focus, which include portfolio analysis, structured products and mutual fund diversification. Additionally, Canell provides credit access to The Canell Group’s clients through lending, mortgages, debt refinancing, HELOCs and other credit line strategies. He coordinates and manages referral relationships with various trusted advisers, such as attorneys, sports agents, entertainment industry executives and CPAs. Canell joined J.P. Morgan in 2017 to offer clients the boutique advisory environment and distinctive services available at the firm. He leverages the breadth of J.P. Morgan’s industry leading resources to help clients pursue their individualized financial goals. Prior to joining the firm, he was a managing director and Chairman’s Council member at Morgan Stanley. He received his Bachelor of Arts degree from Lehigh University in 1989 and is FINRA Series 7, 31 and 63 registered.

Neil Canell focuses on the fixedincome marketplace, specifically in products such as municipal and corporate bonds as well as taxable and tax-free bond funds. In conjunction with a mortgage adviser, 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 in 2017 to offer his clients the boutique advisory environment and distinctive services available at the firm. He leverages the breadth of J.P. Morgan’s industry-leading resources to help his clients pursue their individualized financial goals. Prior to joining the firm, Canell was a managing director and Chairman’s Council member at Morgan Stanley. He received his Bachelor of Arts degree from Lehigh University in 1989 and is FINRA Series 7, 31 and 63 registered.

Peter Chieco grew up in the restaurant business and learned early on the value of exceptional service. Entering the financial services industry in 1983, Chieco dedicated himself to offering innovative solutions to complex wealth issues, along with the service that clients deserve. A senior portfolio management director in Morgan Stanley’s Portfolio Management Group, Chieco and the group provide discretionary investment management on over $1.1 billion, employing a proprietary passive/active approach. It is this blending of skills, along with experienced portfolio management and the ability to help identify, solve and serve specific client and family needs that form the cornerstone upon which The Sound Shore Group was built. A founding member, Chieco and his colleagues now advise on more than $2.3 billion in assets. In 2019, Chieco 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 graduate of Fordham University, he received his Bachelor of Science degree in finance. To deepen his knowledge of advanced and received the Certified Investment Management Analyst designation in 2003 from the Investment Management Consultants Association, in conjunction with Wharton Business School at the University of Pennsylvania.

The Canell Group J.P. Morgan Securities

ROBERT A. CLARFELD

Founder, President, CEO

The Canell Group J.P. Morgan Securities

Morgan Stanley

DENNIS DEVANE

First Vice President - Investment Officer

Clarfeld Financial Advisors

Wells Fargo Advisors

Robert A. Clarfeld is the founder and president of Clarfeld Financial Advisors. Headquartered in Westchester County, 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. Prior to founding Clarfeld & Company in 1981, he was employed by Ernst & Young and KPMG, international CPA and consulting firms

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 highnet-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-basedgoal asset-allocation strategies utilizing a variety of investment solutions; family-owned business planning, which includes comprehensive retirement planning strategies, deferred compensation, and succession planning. 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.

2021 TOP WEALTH ADVISORS

JEFF ERDMANN

Founder and Leader Erdmann Group

Merrill Lynch

Jeff Erdmann is the founder and leader of the Erdmann Group, a distinguished wealth management team in the United States. Erdmann began his Merrill career in 1984 and has garnered national recognition as a leading financial adviser. He was named #1 on Forbes’ “America’s Top Wealth Advisors” list in 2016, 2017 and 2018. Barron’s has recognized Jeff as one of America’s Top 100 Financial Advisors from 2004 to 2019 and the top advisor at Merrill from 2009 to 2019. In addition, Merrill honored him with the David Brady Award in 2017 recognized for his client focus, philanthropy and overall commitment to his company and community. The Erdmann Group serves a select group of highly successful clients, designing tailored strategies that reflect their unique circumstances. Over three decades, Jeff has built a team that emphasizes intellectual rigor, in-depth customization, and committed service. He is the chairman of the board of trustees at the Open Doors in Norwalk where he has dedicated the past 7 years helping transform and build the shelter into a community support organization that provides shelter, food, medical services, job training, counseling and childcare. He is on the advisory council for the Fairfield County Community Foundation.

OCTOBER 18, 2021

JEFFREY FARRAR

VINCENT J. FIORENTINO

Co-founder and Executive Managing Director Procyon Partners

Managing Director The Fiorentino Group Wells Fargo Advisors

Jeffrey Farrar has decades of experience guiding both individual and institutional clients’ wealth through multiple market cycles. Prior to co-founding Procyon four years ago, Farrar worked at the FDG Group at UBS as a senior portfolio manager, wealth adviser, institutional consultant and senior retirement plan consultant. He also worked at Merrill Lynch for a decade as both an adviser and a resident director overseeing an office of advisers. A decorated veteran, Farrar earned his Bachelor of Science degree at the U.S. Coast Guard Academy and an M.B.A. from the Anderson Graduate School of Management at UCLA. He holds the certified financial planner, certified investment management analyst and accredited investment fiduciary designations. Farrar serves on the board of directors of the Financial Planning Standards Board, overseeing certified financial planner designees.

Vincent J. Fiorentino has been helping families achieve their most important life goals throughout his 34 years in financial services. He has been a member of presidents’ and chairmen councils at predecessor firms since 2000 and has been named a top financial adviser by Forbes, Connecticut magazine and the Westchester and Fairfield County Business Journals. As managing director - investments and senior portfolio manager, Fiorentino oversees portfolio management, asset allocation, risk management and investment strategy for clients of The Fiorentino Group. He and his team take on the responsibility of financial quarterback for their clients, utilizing Wells Fargo Advisors Envision Plan, Total Client Profile, Second Opinion Service and a network of outside professional experts to help individuals and families achieve financial success. As part of its mission, The Fiorentino Group has been instrumental in helping individuals, families, entrepreneurs, executives and business owners achieve financial success. In October 2017, the team launched its Women in Leadership Series of talks, highlighting prominent women who make a difference in people’s lives.

MARIO FORLINI

Managing Director Merrill Lynch

Mario was recognized by Barron’s in their annual list of Top 1,200 Financial Advisors in the United States, in 2017. He began his career at Merrill Lynch Wealth Management in 1997 and has spent the last 20 years working with clients and assisting them in all aspects of their finances. He has helped clients through complex oversight of their investment portfolios, debt/mortgage analysis and estate planning strategies by working closely with their family, attorney and tax advisers.

2021 TOP WEALTH ADVISORS

SEAN FLYNN

THOMAS FINNEGAN

Private Wealth Management Morgan Stanley

Thomas Finnegan joined private wealth management in 2008. Prior to Morgan Stanley, he worked at Lehman Brothers Wealth Management from 2001-08. He has extensive experience in fixed Income having worked at Cantor Fitzgerald from 1988-2001 and KMS Corporate Bond Brokers from 1984-1988 in its corporate/government fixed income departments. Finnegan provides institutions, small businesses and individuals with wealth management solutions tailored to fit their individual needs and focuses on stocks, bonds, mutual funds and managed money. He is a graduate of The Catholic University of America in 1979 with a Bachelor of Arts degree in political science American government.

THOMAS G. HUVANE

Financial Advisor

Managing Director UBS

Sean Flynn is a financial adviser with Essex Financials’ Southport office, has more than 10 years’ experience in the industry. He gives his clients the unique insights necessary to bridge the gap between their overall financial plan and the design of their investment portfolio. An investment philosophy deeply rooted in academia provides the framework for constructing efficient and diversified portfolios based on a client’s personal and financial goals and objectives. Prior to joining Essex Financial, Flynn worked as a financial adviser at Apella Capital, an RIA in Connecticut. Prior to Apella, he worked at Merrill Lynch as a financial adviser in Manhattan. A Fairfield University graduate, he holds a Bachelor of Science degree in finance from the Dolan School of Business. He is also a certified College Planning Specialist through the National Institute of Certified College Planners.

Thomas G. Huvane has been a financial adviser 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 advisers who have earned the “Wealth Adviser” designation and 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 the Bronx, Huvane 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. He is a member of numerous groups at UBS, including the UBS Veterans Network and All Bar None, which promote the professional advancement of women at the firm.

Essex Financial

OCTOBER 18, 2021

Congratulations From All of Us at PIMCO.

2021 TOP WEALTH ADVISORS

JUNE 10, 2021

CMR2019-0514-396555

2021 TOP WEALTH ADVISORS

JUNE 10, 2021

JAMES A. IANNAZZO

VINCENT IANNUCCI JR.

ALLAN JAY

Managing Director

First Vice President – Investment Officer

Senior Vice President & Family Wealth Director

James A. Iannazzo started his career with Merrill Lynch in 1995. A certified financial planner, a designation awarded by the Certified Financial Planner Board of Standards Inc., Iannazzo received the Merrill Lynch wealth management adviser designation after successfully completing the 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 Managers 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-highnet-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.

Vincent Iannucci Jr. 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 adviser 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 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.

Allan Jay is a senior vice president and family wealth director at Morgan Stanley. He became a wealth manager in 1976 and made his only company change in 1980 to what was known as E.F. Hutton, which through a series of mergers, eventually became Morgan Stanley. He obtained a Certified Financial Planner designation in 1984 and a Master of Science degree in financial planning in 1997. Jay has a keen understanding of the financial needs unique to ultra-high-net-worth individuals, foundations and endowments. His team includes his son, Brian, who is also a financial adviser and certified financial planner.

Merrill Lynch The Iannazzo Group

SCOTT KAPLAN

Wells Fargo Advisors

STEVE KLIMASZEWSKI

Morgan Stanley

PETER E. LANG

Director

Principal

Managing Director & Partner

J Matrik Wealth Management

Hightower Advisors

Scott Kaplan has been director of the investment department at Strategies for Wealth since June of 2010. Strategies for Wealth is a financial services firm with offices in Manhattan, Rye Brook, Long Island and New England. As director, Scott and his team are responsible for providing strategic investment advice and management to the firm’s financial advisors and their clients. Scott has devoted his professional life to assisting others achieve the highest level of financial success. He has made it his priority to ensure maximum wealth potential through design. This planning process examines every area of the financial picture while integrating each facet into a single strategy unique to client goals.

Steve Klimaszewski, a financial adviser, works with people who want to manage their money in a way that will help them live comfortably now and when they retire. 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. 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. 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.

Peter E. Lang is a managing director and partner at Hightower Westchester. He started his career in the financial industry in 1991 at Morgan Stanley Smith Barney. Lang 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, after completely 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. He has been named to the Forbes 2021 list of the Best-In-State Wealth Advisors.

Strategies for Wealth

2021 TOP WEALTH ADVISORS

OCTOBER 18, 2021

SARAH MAN

Managing Director

VINCENT MANCUSO

Executive Director

Wells Fargo Advisors

Morgan Stanley

Sarah Man is a certified financial planner professional, certified divorce financial analyst and managing director-investments at the Voyage Group of Wells Fargo Advisors. She works with high-achieving women and families who want to build, preserve and transfer their wealth. Man’s approach focuses on identifying what clients want to accomplish with their affluence, helping to develop 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 Doctorate degree from Hastings College of Law in San Francisco. Although she is not currently practicing, her extensive legal background includes patent law, intellectual property rights, family law, real estate, banking, and insurance. Chamber of Commerce.

Vincent Mancuso for more than 20 years has been helping clients navigate complex financial situations and accomplish their goals. He has extensive experience advising individuals and institutional clients. He also has in-depth retirement planning expertise, including innovative retirement plan strategies and solutions to meet a dynamic marketplace. He focuses on complex wealth management strategies to help clients and their families with asset management, risk management, trust and estate analysis and insurance planning. Mancuso creates customized, comprehensive financial plans designed to help meet clients’ unique objectives. He and his colleagues advise on more than $2.3 billion in assets. As a senior portfolio management director in Morgan Stanley’s Portfolio Management Group, Mancuso and the group provide discretionary investment management on over $1.1 billion, employing a proprietary passive/active approach. Mancuso earned his Family Wealth Director certificate in July 2016 and earned his Chartered Retirement Plans Specialist designation from the College for Financial Planning. A graduate of Avon Old Farms School and Babson College, he received his Bachelor of Science degree in finance in 1986.

TERRY MARKEY

THOMAS MANTIONE

Senior Vice President

UBS The Shantz Mantione Group

TOM MARKEY

Having worked closely with his friend and partner Andrew Shantz for over two decades, Tom and their team are committed to helping simplify the lives of a select group of exceptional families. Serving the complex needs of ultra high-net worth clients, Tom has fostered a unique perspective on wealth management that brings together the best in advanced planning and relationship management. With his experience, continued education and access to a network of experts, Tom develops solutions that are specific to the needs of each family. Tom gets up every morning, as he has for 26 years, jazzed to find solutions for his clients and provide them with an exceptional experience. He has built long-lasting relationships by offering comprehensive planning and integrated investment solutions focused on enhancing, protecting and transferring wealth. His vision for the team is based on a set of core values: put the needs of clients first; communicate regularly and consistently; take pride in everything you do; enjoy your work; and seek balance in your life.

BARRY P. MITCHELL

Managing Director

Financial Advisor

Founder and Managing Director

Morgan Stanley

Morgan Stanley-The Markey Group

Terry Markey joined private wealth management in 2001. He is based out of Morgan Stanley’s headquarters at 1585 Broadway in New York City and its wealth management office in Greenwich. Markey and his team provide highly customized wealth management solutions, portfolio management, asset allocation and risk management strategies to a select group of families, foundations and endowments. His team manages equity, fixed income and alternative investment portfolios totaling $4.1 billion for their clients as of October 2020. Markey joined Morgan Stanley in 1980 as a wealth advisor in New York City. In 1986, he was named branch manager for an office complex in New York. In 1992, he was promoted to director of national sales and marketing, equities, where he had responsibility for various departments. Markey was named one of Barron’s Top 1,200 Advisors from 2014 through 2020 and was ranked top 10 in the state of Connecticut in the past four years. He graduated magna cum laude from Boston College in 1979 with a degree in business administration and later completed the Wharton Executive Education program.

As the lead adviser for The Markey Group, Tom has been helping clients meet their financial goals for over thirty years. The Markey Group’s team approach begins with an appropriate financial plan with advanced retirement planning that concentrate on wealth accumulation and future cash flow strategies. While at Morgan Stanley, Tom has earned the designation of Wealth Advisor and successfully completed The Senior Account Executive Program at The Wharton School, University of Pennsylvania. Tom is also designated as a financial planning specialist and senior investment management consultant of pensions, endowments and foundations.

With a financial services career spanning more than 34 years, Barry is eminently qualified in his role as a trusted advocate helping clients navigate every type of market environment. He founded Next Level Private as an independent fiduciary advisor to serve their best interest. He takes great pride in his ability to add value by providing clients with a high standard of support, collaboration, and knowledge. Barry is a 1983 graduate of Iona Prep. He went on to graduate from Boston College in 1987 with a B.S. in finance and marketing. Barry has earned multiple industry certifications including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Chartered Advisor of Philanthropy (CAP), and Retirement Plan Consultant. Since 2018, Barry has been recognized annually as a Forbes Best-in-State Wealth Advisor for New York State; he is currently #9. Most recently as a senior portfolio manager at UBS, Barry managed in excess of $900 million of assets and liabilities, offering advice on both sides of the balance sheet. Barry is a member of the Boston College Wall Street Council and Boston College Alumni Association, the Iona Prep Alumni Association, and the Elizabeth Seton Children’s Foundation Capital Committee. He is also the national co-chair of The Crusader Athletics Fund at The College of the Holy Cross. He is a golf enthusiast and proudly supports and participates in Swim Across America. Barry and wife Lis are also passionate supporters of Bronx Lacrosse. The Mitchell family lives in Rye, including Barry III, Margaret, and John. Barry III is a 2021 Boston College graduate, while Margaret (2022) and John (2025) are both attending The College of the Holy Cross.

2021 TOP WEALTH ADVISORS

NXT: Next Level Private

OCTOBER 18, 2021

ROBERT MEDVEY

Co-founder & CEO Benemark Inc.

Robert Medvey is the co-founder and CEO of Benemark Inc., where he has spent more than 25 years providing clients with comprehensive financial planning and investment advisory services. As a financial adviser, he serves a client base that encompasses small-business owners, entrepreneurs, highnet-worth professionals, trustees and individuals preparing for retirement. Medvey is committed to tailoring plans to reflect individual timeframes, personal objectives and preferences. He emphasizes a customized wealth management approach with a focus on providing actionable asset allocation advice. Earning his bachelor’s degree in economics from Marquette University, Medvey holds the certified financial planner, chartered financial consultant and chartered life underwriter designations. He also completed the Investments and Wealth Institute’s Certified Private Wealth Advisor program at the Yale School of Management.

DAVID RINGLER

MIKE O’NEIL

GERI EISENMAN PELL

Senior Vice President

Private Wealth Advisor & CEO Ameriprise Financial Services, Inc.

Mike O’Neil began his financial services career with Merrill Lynch Wealth Management 30 years ago. He 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 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. O’Neil graduated with a Bachelor of Arts degree in economics from St. Lawrence University.

Geri Eisenman Pell, private wealth adviser and CEO of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services LLC, has been a financial adviser since 1986. Among numerous national recognitions, Pell has appeared on CNBC, CNN, “NBC Nightly News” and “Fox Business News.” Pell was a member of CNBC’s first-ever Digital Financial Advisor Council and has had the distinct honor of being recognized as one of the Top 100 Women Financial Advisors in the country by Barron’s magazine from 2009-2020. She was also named to the Barron’s list of Top 1,200 Advisors in the country from 2014-2017 and again from 2019-2021. In 2020, she was named to the Barron’s list of Top 100 Independent Financial Advisors for the first time. Pell was recognized as one of Financial Times 400 Top Financial Advisors from 2017-2019 and was a 2017 Brava Award Winner by Smart CEO. Most recently, she was named a Top Women Wealth Advisor and Best-in-State advisor by Forbes for 2021. As the owner of a growing and successful practice of 18 team members, including six financial advisers, Pell continues to travel the country as a mentor, educator and counselor for women and new advisors on financial planning initiatives and practice management. She is a graduate of SUNY Albany, with a Bachelor of Science degree in accounting and she earned a Master of Business Administration degree in finance and international business from the New York University Stern School of Business in 1981.

Merill Lynch

CHRIS SAWCH

BYRKE SESTOK

Financial Planner

Assistant Vice President

Managing Partner

Shearwater Creek Wealth Advisors

Rightirement Wealth Partners

David Ringler has spent 26 years helping individuals, families, foundations and nonprofit clients achieve their goals through the management, preservation and growth of their assets. He believes the underpinning of success is a well-developed strategy that melds philanthropic, financial and legacy objectives and ties them to all aspects of his clients’ lives. Ringler believes a balanced life is the essence of happiness. He is dedicated to helping his community be a better place to live and work. As such, he is involved in various nonprofit organizations, using his time to help them better engage with their donors in order to achieve their visions.

Chris Sawch is co-founder and managing partner of Shearwater Creek Wealth Advisors (SCWA). Prior to forming SCWA, Chris spent over 30 years advising institutional and individual investors. He began his Wall Street career in 1986 at Goldman Sachs in their Institutional Fixed Income Division. In 1990, Chris transitioned to working with families and individual clients and joined Kidder Peabody’s Private Client Group where he was one of the firm’s top advisors. Chris received a BA from Dartmouth College in Studio Art in 1980 and an MBA from Columbia University Graduate School of Business in 1986. While his MBA provides a foundation in securities and financial markets, Chris credits his interest in art in helping to better understand the nuanced dynamics that drive individual and family values and decisions. Chris has been very involved in his community, coaching youth sports, serving on several local boards and mentoring under-resourced youth. Chris and his wife, Deb, are also active supporters of Teach for America, Connect-US, Project Healing Waters Fly Fishing, Bonefish & Tarpon Trust and Trout Unlimited.

Byrke Sestok leverages his 18 years of planning experience working with each of his clients. He starts by gaining an in depth understanding of their needs, opportunities and goals. He then looks at everything they have done to date to manage their wealth. This approach is both personal and comprehensive, integrating investment management and insurance protection, enabling him to develop a meaningful financial plan. Sestok leverages his knowledge of finance and behavioral sciences when working with clients. He helps clients understand where they want their investments to take them. Byrke’s philosophy is “money is a tool, not the objective” and that understanding each family’s wants and desires should drive the advice. Byrke is a CFP, and is a member of the Financial Planning Association and Estate Planning Council of Westchester. He holds numerous industry licenses including those for life accident and health insurance and property and casualty insurance. Byrke resides in Harrison with his wife, Jennifer, and their daughter, Samantha. He is an avid golfer, skier and poker aficionado. Sestok is also a Major League Baseball fan and has a long-term plan to visit all 30 ballparks. He attends many games with his family throughout the summer.

Merill Lynch

2021 TOP WEALTH ADVISORS

OCTOBER 18, 2021

HIRAL SHAH

Senior Vice President J.P.Morgan Chase Bank

OTHER HONOREES

BRYAN STEPANIAN

Managing Director

Marc Berkowitz

Alex. Brown

Merrill Lynch

Joseph Chu 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, Hiral 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 nine years, Shah has received the Annual Platinum Award for Outstanding Client Service. Based on his strong leadership qualities and revenue generated, senior management in his firm has selected Hiral to attend the J.P. Morgan Chase National Achiever’s Conference for the past six years. Hiral was one of three advisers 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. His success is well known within his company as he currently ranks within the top five advisers nationally.

Bryan Stepanian is a managing director and client adviser for Alex. Brown in Greenwich. Bryan and his team provide advisory services to family offices, institutions, and ultra-high-net-worth individuals in the U.S. and overseas. He manages in excess of $3.5 billion in a wide spectrum of asset classes. Bryan has a core expertise in alternative assets including hedge funds and private equity, but also manages large pools of short term cash and fixed income alongside traditional asset classes. Stepanian has been directly involved with some of Alex. Brown’s most important clients. Stepanian spent 15 years building his practice at Deutsche Bank Alex. Brown, which spun out to form Alex. Brown in 2016. He has his Series 7 and 66 registrations with FINRA. Bryan serves on multiple boards of both business-related and nonprofit organizations. Additionally, he is a sports car enthusiast, and the president of the Ferrari Owners Club in the Northeast. Stepanian resides in Greenwich with his wife and two sons. He and his family are strongly committed to charity and their community.

RBC

Jeff Corliss

RDM Financial Group

Keith Coutant Merrill Lynch

Kevin Coutant Merrill Lynch

Glenn Feigin Merrill Lynch

Jon Garafalo Morgan Stanley

Rob Giannetti Merrill Lynch

John Goodwin Morgan Stanley

Michael Gorman Merrill Lynch

Brian Hetherington Merrill Lynch

Teresa Jacobsen UBS Financial Services

Marilyn Keyser

TOM VACHERON

Managing Director

Vacheron DiSabato & Associates Merrill Lynch

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 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. 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.

JUDITH WERBITT

Senior Vice President

Morgan Stanley

Michele McCallion UBS

Merrill Lynch

Matthew Tackman Merrill Lynch

Judith Werbitt has been a pioneer in the financial services business. As the first female financial adviser hired at Merrill Lynch in Westchester County in 1974, she has built a successful career in which she serves as the cornerstone of her clients’ financial lives. Werbitt is the senior partner of the multigenerational Werbitt Cicale Group at Merrill Lynch in White Plains. She has guided her clients through the many complex aspects of financial planning while ensuring that they are comfortable and confident with their financial decisions. Above all, she is a teacher and adviser. She has earned the admiration and respect from everyone with whom she works. Werbitt has been named to Barron’s Top 100 Women Financial Advisors for three consecutive years (2011, 2012 and 2013). Most recently, she was named to Forbes “America’s Top Women Wealth Advisors” list in May 2021 and to Forbes “Best-inState Wealth Advisors” list in 2021. Over the years, Werbitt has had a strong commitment to her community serving on committees both philanthropic and industry-related.

Howard Perkins Morgan Stanley

Kevin Peters Morgan Stanley

Lori Price

Price Financial Group

Harold Reinstein Merril Lynch

Ronald Robins

Beacon Financial Advisors

Jamie Robins

Beacon Financial Advisors

Anthony Salerno Ameriprise

David Sondergaard Morgan Stanley

Earl D. Wheway Jr. Morgan Stanley

2021 TOP WEALTH ADVISORS

OCTOBER 18, 2021