NEW YORK COMMUNITY TRUST - Key Persons
Adam Rude, CFP®, CIMA®, is a founding partner at Stratos Private Wealth. He serves on the Westchester Public/Private Partnership for Aging Services board and is a trustee of Congregation Sons of Israel in Briarcliff Manor, NY.
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- Member of the Investment Committee
- President, the
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- Counsel to the New York City Law Firm
- Partner and of Counsel, Patterson Belknap Webb & Tyler LLP
Andrew Herz is Of Counsel to the New York City law firm of Patterson Belknap Webb & Tyler LLP. He was the recipient of the Real Estate Section of The New York State Bar Association's 2016 Professionalism Award and is a Fellow of The American College of Real Estate Lawyers.
Mr. Herz, a lifelong resident of Westchester County, has been actively involved in numerous charitable organizations. He is a member of the Board of Directors of White Plains Hospital. He was Treasurer and a longtime board member of Planned Parenthood of New York City. He also served on the Board of Directors of the AIDS Resource Center, Midori & Friends, The Hudson Guild, and the Interfaith Council for Action.
Previously he served as the Chair of the Village of Ossining's Zoning Board of Appeals. He has been an Adjunct Professor at both Vanderbilt Law School and Brooklyn Law School and is a graduate of Columbia College and Columbia Law School.
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- Nonprofit Management Consultant / Interim ED & Senior Associate at Catalyst Collaboratives
- Senior Consultant With Catalyst Collaboratives
Anjali Thavendran Chen is a senior consultant with Catalyst Collaboratives. She served as a vice president and board member of RiverArts from 2013 to 2019, helping it grow from a volunteer to staff-run organization. Thavendran Chen serves on the Westchester County Asian American Advisory Board and on the Village of Hastings-on-Hudson's Planning Board.
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- Trustee: New 42, Bruce Springsteen Archives and Center for American Music
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- Managing Director, Lumarjo Holdings LLC
Anthony Bailey joined the board in 2019. A social entrepreneur, he is the Principal of Lumarjo Holdings LLC, a boutique social impact investment firm, and executive director of Bailey Initiative, a not-for-profit which creates generational wealth through home ownership. Previously he was a business analyst at Eileen Fisher and owner of 24-7 Tech Solutions.
Mr. Bailey served on the board of the Greyston Foundation and was the First Vice President of the Yonkers Council of Parent Teachers Association.
He earned his Bachelor of Music from SUNY at Purchase College and his MBA in Management from Long Island University, and is currently pursuing his Ph.D. in Business Administration. He lives with his family in Yonkers.
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- Executive Director of the Eileen Fisher Leadership Institute
Antoinette Klatzky is Executive Director of the Eileen Fisher Leadership Institute and host and co-producer of Women Together, a series of interactive, live-stream gatherings. She facilitates leadership programming and empowerment workshops and was responsible for hosting and producing a global movement of 13,000 changemakers during COVID-19. In her role of Strategic Partner for Eileen Fisher, Ms. Klatzky developed an Emergency Relief Fund for employees affected by COVID-19, prior to which, she led the development of Choose Handloom, a human rights initiative in the Eileen Fisher supply chain and supported the launch of a recycled clothing initiative, now known as Eileen Fisher Renew. Ms. Klatzky has a certification in Advanced Facilitation from the Presencing Institute, where she also completed a two-year MasterClass and became co-faculty on their Ecosystem Leadership Program. She has been recognized by the YWCA's Salute to Women and Racial Justice as a "Person to Watch" and continues to serve as an advisor to various networks on systemic and strategic action for racial equity and justice. She serves on the boards of Tides, the Presencing Institute, and Women's Funding Network
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- Director of Planned Giving
Audra Lewton helps donors create meaningful charitable legacies through thoughtful and creative planning.
Audra began her career as an associate in the private client group at Willkie Farr & Gallagher LLP. She then spent over a decade at Barnard College, where she served as director of gift and estate planning and assistant general counsel.
Prior to joining The Trust, Audra worked in private practice, where she focused on estate and charitable planning for individuals and families and advising and supporting nonprofit organizations.
Audra is a lifelong New Yorker. She earned a B.A. magna cum laude from Wellesley College and a J.D. cum laude from Cornell Law School.
Before law school, Audra spent time studying and teaching in France. She is an active volunteer in her local community, a devoted team leader for the Lustgarten Foundation's annual Long Island Walk for Pancreatic Cancer Research, and a member of the board of directors for the Philanthropic Planning Group of Greater New York.
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- Partner, Farrell Fritz, P.C
For 38 years, Brooke Astor was New York City's fairy godmother. Brooke Astor (1902 - 2007) As president of the…
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- Member of the Board of Directors
- Managing Director, Alvarez & Marsal / Managing Director, Alvarez & Marsal Former Senior Managing Director, Accenture Former Senior Partner & Managing Director, the Boston Consulting Group
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- General Counsel of the New York Community
Carrie Trowbridge is the General Counsel of The New York Community Trust. In addition to managing The Trust's legal affairs,…
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- Member of the Investment Committee
- Founder, Chief Executive Officer, and Chief Investment Officer, Gapstow
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- Partner, Jaspan, Schlesinger, Narendran, LLP
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- Collette Kean Research Chair and Director, Lupus and APS Center of Excellence at Hospital for Special Surgery
- Research Chair and Director, Lupus and APS Center of Excellence at Hospital
Collette Kean Research Chair and Director, Lupus and APS Center of Excellence at Hospital for Special Surgery; Associate Dean, Faculty Affairs and Professor of Medicine at Weill Cornell Medicine; Member: National Academy of Medicine, Board of Scientific Counselors of National Arthritis and Musculoskeletal and Skin Diseases; Board member, Jerome L. Greene Foundation.
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- Media Inquiries
- Public Relations Liaison
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- Vice President, Long Island
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- Senior Vice President, Hehir Snow Wealth Management
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- Senior Clinical Psychologist With Wellbeing and Psychological Services, PLLC
Dr. Jennifer Cruz is a Senior Clinical Psychologist with Wellbeing and Psychological Services, PLLC. Prior to starting her practice in Westchester, she was the Program Clinical Director of Pediatric Psychiatry Integrated Programs at Columbia University Irving Medical Center, where she led clinical operations providing integrated mental health services, school-based mental health programs and clinics, evidence-based treatment for teens and young adults with anxiety, and programs improving access to mental health care within primary care sites in New York City. As Psychology Systems Manager at New York Presbyterian Hospital, Dr. Cruz provided clinical oversight and program management for mental health services affecting nearly 4000 individuals in school- and hospital-based clinics throughout the city. She and her family reside in Dobbs Ferry.
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- Executive Managing Director, First Long Island Investors
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- Partner
- Partner, Glassman and Brown, LLP
Elizabeth Cumming is a partner with the law firm of Glassman and Brown, LLP. She concentrates her practice in the areas of trust and estate planning, administration and litigation, elder law, and guardianship as well as real estate transactions, both residential and commercial. Her professional memberships include the Westchester Women's Bar Association, the Westchester County Bar Association, the New York State Bar Association, and the Women's Bar Association of the State of New York. She has lectured on Mental Hygiene Law (MHL) Article 81, Basic Elder Law, Planning with Wills and Trusts and the Article 81 Guardianship Training Course. She is a resident of the Village of Port Chester.
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- Member of the Investment Committee
- Principal, Eagle Investment Solutions
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- Member of the Board of Directors
- Partner, BakerHostetler
Ginny Loughlin is President of AppliedGood, a consulting firm specializing in nonprofit leadership development, transition management, and community building. Her work gives her deep knowledge of the nonprofit organizations in the County.
Prior to starting her consulting practice, Ms. Loughlin worked in marketing and technical support in the telecommunications and broadcasting industries.
She has served as a volunteer in numerous capacities, including as a founding member of the organizing committee for REPAIR (Rivertowns Episcopal Parishes Action on Inclusion and Race).
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- Partner, Greco Planning Group
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- Chairman
- Founder
- Member of the Board of Directors
- Principal
- Chairman / Founder and Principal, Jamie Drake Interior Design
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- Member of the Board of Directors
- Collette Kean Research Chair and Director, Lupus and APS Center of Excellence at Hospital for Special Surgery
Jared Rice joined the board in 2019. Rice was a managing partner and trial attorney with Rice & Rice, Attorneys at Law, before taking the oath to become a New Rochelle City Court Judge. He was a panel attorney with the Westchester County Assigned Counsel and was elected to serve three terms on the New Rochelle City Council.
As the former Co-Chair of My Brother's Keeper New Rochelle he worked to create better life outcomes for boys and young men of color.
Mr. Rice earned his Bachelor of Arts from Delaware State University and his Juris Doctorate from North Carolina Central School of Law. He has served on the boards of Volunteer New York!, Youth Shelter Program of Westchester, Inc., and SUNY Purchase College Council. He received the Public Servant Leader Award from WestCOP and is a Leadership Westchester graduate. He lives with his family in New Rochelle.
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- Vice President, Donor Experience
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- Member of the Board of Directors
- Chairman, Playwrights Horizons
Kathy N. Rosenthal is a partner in the law firm Rosenthal & Markowitz LLP in White Plains, N.Y., and a…
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- Chairman of the Investment Committee
- Member of the Board of Directors
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- Vice President, Westchester
A legacy of vision, generosity, and American storytelling DLila Acheson Wallace (1889-1984) DeWitt Wallace (1889-1981) He was a shrewd and…
Lisa Rispoli is the partner-in-charge of Trust & Estate Services at Grassi, an advisory and accounting firm based on Long…
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- Attorney in Private Practice
Magdalen Gaynor is an attorney in private practice with offices in Manhattan and Westchester. She is a former chair of…
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- Member of the Board of Directors
- Private Investor Founder, Phoenix Collective Fund
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- Vice Chair, the New York Community Trust, Long Island Senior Vice President, the Empire Group @UBS
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- Member of the Board of Directors
- Senior Associate ( Non - Resident ), Center for Strategic and International Studies
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- Vice - Chair, the New York Community Trust, Westchester Founder / CEO - Marjorie Hsu Advisory, LLC
Vice-Chair, The New York Community Trust, Westchester; Founder/CEO - Marjorie Hsu Advisory, LLC
Marjorie Hsu has had a successful corporate career, including executive roles at Verizon and Chief Technology Officer at SingTel. She currently advises CEO's and serves on boards for technology start-ups. She is co-chair of Westchester County's Asian American Advisory Board. Previously she was chair of the Asian American Federation and chair of the Sleepy Hollow Planning Board. In May 2021 Senator Peter Harckham commemorated Asian American and Pacific Islander Heritage month by honoring Ms. Hsu.
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- Member of the Board of Directors
- Chief Client Officer and Chief Operating Officer, Bessemer Trust
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- Partner at Falcon
- Partner, Falcon, Rappaport & Berman LLP
Moira S. Laidlaw is a partner at Falcon, Rappaport & Berman LLP. Her private practice includes a broad range of trust and estate services. She is experienced in elder law, special needs planning, small business planning, and high net worth estate tax planning.
Ms. Laidlaw is a Certified Elder Law Attorney, one of 400 attorneys in the U.S. who hold this designation, as accredited by the National Elder Law Foundation and the American Bar Association. She frequently lectures on topics that impact the elderly and special needs communities.
Ms. Laidlaw earned her bachelor's degree from the University of California at Berkeley, and her J.D., from Rutgers University School of Law.
She is a member of the New York State Bar Association, the New York City Bar Association, the Westchester County Bar Association, the Westchester Women's Bar Association, and the Northern Westchester Bar Association.
She is co-chair of the Westchester County Bar Association Trusts and Estates Section; board member of the Alzheimer's Association Hudson Valley Chapter; vice chair to Executive Committee Member of the New York State Bar Association Elder Law and Special Needs Section; Co-Chair of the Westchester Women's Bar Association Elder Law Committee; and was recently admitted to STEP, an international estate planning academy. Ms. Laidlaw is the author of "Mental Health Directives in Estate Planning Engagements," in Trusts & Estates Journal.
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- President of SkyQueen Realty
Ms. Hernandez Becker, President of SkyQueen Realty, has had a successful career as an entrepreneur in the aircraft industry, where she has led on business development, real estate development, and airport infrastructure for more than twenty years. She has served as President of the Westchester Chapter of 100 Hispanic Women and as board member of the Westchester Medical Center and the Business Council of Westchester. She is a recipient of the Westchester County Medal Of Honor and a Presidential Appointment to the National Women's Business Council. Other recognitions include the Westchester County Hispanic Leader of the Year award, YWCA Women Entrepreneur, Women's Enterprise Development Corporation Community Leader award, and the US Hispanic Chamber of Commerce Small Business of the Year. She and her family reside in Pound Ridge.
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- Partner, One Purpose Performance, Inc
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- Managing Partner, Katz Chwat, P.C
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- Member of the Board of Directors
- Chief Financial Officer, Tishman Realty
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- Chairman, the New York Community Trust, Long Island Partner, Rivkin Radler LLP
- Trust
Patricia Marcin is a trust and estates attorney, a partner at Rivkin Radler, and chair of The Trust's Long Island…
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- Senior Managing Director, Peapack Private
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- Founding Partner, Capell Barnett Matalon & Schoenfeld, LLP
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- Member of the Investment Committee
- Retired Senior Vice President & Deputy Chief Investment Officer, AXA Equitable Life Insurance Company
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- President of RM Friedland LLC
Sarah Jones-Maturo is president of RM Friedland LLC, the largest privately held commercial real estate brokerage firm headquartered in Westchester County, serving Westchester and the Bronx for almost 50 years.
Ms. Jones-Maturo is an accomplished professional in the commercial real estate industry, having received numerous awards and accolades throughout her career. In 2014, she was recognized as one of "Tomorrow's Leaders" by Real Estate Forum. The year prior, she was appointed to the highly selective CBRE National Brokerage Advisory Board. She was also named one of RENJ Magazine's "Top 30 Under 30" in 2006 and 2008.
She is also on the Advisory Board for Fordham University's Real Estate Institute. She has volunteered for Eva's Community Kitchen in Paterson, N.J., Habitat for Humanity, and was a junior board member at CASA in 2011.
She lives in Larchmont with her husband and two children.
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- Vice President of Government Affairs and Communications, Long Island Association
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- Member of the Board of Directors
- Managing Partner, MHUb Product Impact Fund
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- Advisor, Bernstein Private Wealth Management
- Wealth Advisor at Bernstein Private Wealth Management
Tully McGowan is a Wealth Advisor at Bernstein Private Wealth Management with 20 years of experience. He leads a diverse team that specializes in advising executives, business owners and multi-generational families, particularly those that share a philanthropic and impact orientation. He holds an A.A.S. from Everett Community College and a B.A. from Stanford University. He's a 21/64 Certified Advisor and a Chartered Financial Analyst Charterholder. Tully is a former mentor and board member for Minds Matter, a national non-profit serving low-income high school students. Outside his professional practice, Tully is involved in community organizing work in support of equity issues in Croton-on-Hudson, where he lives with his family.
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- Attorney, Schneider Garrastegui & Fedele PLLC