As an advisor to Ultra-High-Net-Worth clients at a multifamily office in New York, Sam advised on Trusts & Estates planning as well as tax and charitable giving before transitioning to her current role at Sotheby’s HQ in NYC. Armed with a double MA in History of Art and Social Anthropology from the University of St. Andrews, Scotland and a law degree from Benjamin Cardozo with a concentration in Intellectual Property and Art, Sam is available to TRG for appraisals of singular pieces or art, or entire collections – no cost.

As an experienced professional at the intersection of philanthropy and finance, Rachel has experience in all aspects of fundraising and philanthropic advising including strategic planning, market research, and volunteer leadership identification and engagement. Rachel has also conducted extensive research and advised on international philanthropic giving and alternative financing for the nonprofit sector to include: Public Private Partnerships, Social Impact Bonds & Funds, and Program Related Investments. As Senior Director of Philanthropy at the nonprofit ‘Changing Our World, Inc.’ between 2009-2014 she advised such establishments as the Smithsonian Institute and the American Red Cross.

Patrick has taught workshops on mental training skills throughout the US to executives at Fortune 500 companies and Graduate Students at Ivy League Schools. On Wednesday he will be teaching reading skills to improve productivity and learning for work and self-development. This workshop is suitable for people of all ages and professions as it has been taught to Fortune 500 Executives, high school students, and everybody in between.

Ken Eisman is an assistant vice president at HUB international where he specializes in Insurance Risk Management. Prior to working at HUB Ken was the CEO and Founder of his own insurance firm prior to its’ acquisition.
Favorite charitable cause:

Chris Reynolds – as a top-10 ranked instructor at New York Sports Club – and with intermittent spurts teaching at Alvin Aylee – Chris is an elite coach for fitness enthusiasts and couch potatoes alike. With an intimate knowledge of human mechanics and having trained thousands of individuals, Chris evaluates the needs of his clients before pursuing any course of action. His clients tend to be long-term, interested in learning and enjoy challenges alongside the rewards.

Jesse Banham – as a fitness professional, Nutrition Consultant at Royal Care NYC and Personal Trainer at Harbor Fitness Inc since 2010, Jesse Banham is a Certified Strength and Conditioning Specialist. After completing his Master’s Degree in Human Nutrition – where he applied cognitive-behavioral therapy in a controlled trial to observe effects on action, confidence, and results – Jesse established his own private practice and provides private training to an array of NYC fitness enthusiasts.

With more than eight years of experience providing tax compliance, strategic tax planning, and various tax advisory services to multi-state businesses – ranging from start-ups to publicly traded corporations, as well as high net worth individuals – Jay works closely with TRG’s members to provide a holistic tax preparation experience at no added cost.

As a former IRS Enrolled Agent, Tax Manager at CohnReznick LLP and Tax Partner at Caroprese & Company, Jay is the CEO & Founder of Integrus LLC where he strives to bring an intimate understanding of the United States tax code to every client so that they can benefit maximally at tax time.

As a founding member of the Dansker Group, Andy is responsible for sourcing and securing commercial real estate debt financing for assets both in the New York area and nationally. Prior to DCG Andy worked was an Associate Director at Marcus & Millichap Capital Corporation where his unique perspective and sophistication in the middle market earned him a deep network and several advancements. His time as a Senior Associate at PriceWaterhouseCooper’s Financial Markets practice – where he provided valuation and transaction services for structured mortgage debt products – has earned him the title of trusted mortgage broker.

As a graduate of the Columbia Business School MBA program – where he was a Private Equity Fellows Program – Adam draws on a deep wealth of experience to evaluate private market deals on the TRG platform. He also conducts basic due diligence on one-off deals that members of TRG are presented with externally.

While earning his MBA Adam was a Private Equity Associate at MFG Partners and North Castle Partners where he supported deal sourcing and conducted due diligence for potential deals. Prior to this he was a Manager in the Management Consulting division of KPMG US, spent over one year in university working as a hedge fund analyst and was a Team Leader in the Intelligence division of the Israeli Air Force.