STEVEN D. FELGRAN, PhD
Advisor

​Dr. Steven Felgran is an economist and Co-Director of the North American Transfer Pricing Practice of AlixPartners LLP in New York, NY. Previously, Steve was a partner with the Economic and Valuation Services practice of KPMG LLP. Steve has extensive experience in economic analysis and controversy support. Steve has been an expert witness in court and has provided expert analysis before IRS Appeals Panels and Competent Authorities in numerous cases. Prior to KPMG, Steve taught at Northeastern University’s College of Business Administration in Boston, and was an economist with the Federal Reserve Bank of Boston. He is a member of several professional and academic organizations such as the American Economic Association, the National Association for Business Economics, the American Bar Association, and the International Fiscal Association. Steve earned his Ph.D. in Economics from Yale University and his B.A. in Economics from the University of Pennsylvania. Steve resides in Westchester, NY with his wife, Hilary, and their two children.

KATHY HURLEY
Advisor

Kathy Hurley is a 40+ year veteran of the education industry and advocate supporting the vision of global education for all. She possesses a wealth of knowledge and expertise in publishing, technology, education policy, sales, marketing and business development, all of which have propelled her through her career with top businesses and foundations. Kathy has held a number of prestigious positions, most recently Executive Vice President Education Alliances, for the Pearson Foundation. Previously she served in executive positions in both publishing and technology companies, including Pearson and IBM. In addition to her widespread involvement, Kathy currently serves on numerous key industry and education advisory boards, while holding leadership roles in many. Kathy is a highly decorated and sought after speaker, offering new and innovative approaches to education while targeting both national and international audiences, thus maintaining her global commitment to education. She holds a number of noteworthy accolades and in 2013, Kathy was selected as a Fellow of the Advanced Leadership Initiative at Harvard University for 2014. She plans to continue her work by co-founding a non-profit organization entitled Girls Thinking Global. Kathy holds a B.A. degree in Special Education from the University of Dayton and a Master’s degree in Education from Jersey City State College. Kathy is married and resides in Arlington, Virginia.

SAM KAUFMAN
Advisor

​Sam Kaufman began his career in the life insurance industry in 1968 and in 1973 founded Agent Support Group (ASG), a life insurance brokerage agency. For over 42 years Sam has worked to build ASG into one of the first true multi-company agencies in New York. His focus is on providing value-added services as well as insisting that ASG become a leader in technology allowed the company to grow, becoming a powerhouse and one of the largest independent life operations in the Northeast.   

Now, the man who gave brokers their first computerized sales illustrations (Sam was one of the first in New York to even own a computer) pioneered the ASG Mobile App, allowing life agents the ability to do business anywhere and access the latest information in the palm of their hand. Sam has played an important role in product development and marketing and has lectured before the New York Chapter of NAIFA and the Society of Financial Service Professionals. He is a member of NAILBA and has won numerous industry and carrier awards including a lifetime achievement recognition.

Sam graduated from the University of Miami with a degree in Business Administration and Management. He is an established cabaret singer, having performed over the years at such venues as the Copacabana, Birdland and others. He and his band have been featured in two full-length CD’s and performed for charitable benefits on numerous live television and radio telethon broadcasts.

JOSEPH "JAY" McCANN
Advisor

​Jay McCann received his BA in History from Caldwell University in 1992. and is currently employed as a Specification Sales Manager for Philips Lighting of North America in Somerset NJ. Jay previously spent 16 years with the Lighting division of General Electric in various sales roles.  A strong advocate for public education. He served on the Caldwell/West Caldwell NJ Board of Education from 2004-2010. Jay chaired the curriculum and budget committees from 2004-2008. Jay was elected President of the Board by his fellow Board members and served as in that capacity from 2008-2010, He was instrumental in the passage of a $16.5 million dollar Bond referendum which balanced the infrastructure as well as the technological needs of the district in 2007.  He has received many professional awards throughout the course of his career. Jay resides in Caldwell NJ with his wife Karen and their three children.

​TOM ROGERSON
Advisor

​Mr. Rogerson is a managing director with BNY Mellon Wealth Management. He has spent more than 25 years teaching clients about family issues concerning wealth and financial planning. Tom has worked with top U.S. law, accounting, insurance, and investment firms educating, motivating, and training their employees, prospects, and clients on family issues around wealth and how to integrate it into their financial planning. He has been invited to speak at numerous family meetings of some of the wealthiest families in the country.

GLENN ADAMO
Advisor

​Glenn Adamo currently serves as the President of Ivanhoe Media and Entertainment, an independent consulting business focused on all aspects of media creation, strategy, production and delivery. Glenn has 35+ years of experience in media, technology, broadcasting and entertainment. He served as VP of Media Operations at NFL Films, VP Broadcasting and Community Development for the Stanley Cup Champions New Jersey Devils, and Group VP of Broadcasting & founder of NHL Productions.  Prior to that, he spent 15 years with NBC Sports where he worked on the 2002 Winter Olympic Games and was responsible for staffing, production, programming and creative execution of more than 140 hours of Olympic hockey coverage on the CNBC, MSNBC and NBC networks.  Glenn has won six Sports Emmys for his work on 1980 World Series, 1980 Wimbledon, the 1988 and 1992 Summer Olympics, 2002 Winter Olympics, and in 2011 he received the Chairman’s Award for Excellence by the National Academy of Television Arts and Sciences for his work as Executive Producer of the Tenth Anniversary of 9/11 with Robert DeNiro.  This honor marked the first time in the history of the Emmy Awards that a sports league was given the prestigious Chairman’s award. Glenn is a 1977 graduate of the University of Connecticut where he majored in sports physiology and physical education while playing varsity ice hockey. Glenn has been married to his wife Valerie for 37 years and they have two children.  He resides in Manalapan, NJ.

DERBY O. CHUCKWUDI
Advisor

Derby Ozioma Chukwudi is an Analyst with J.P. Morgan Private Bank, focusing primarily on the New Jersey and New York Metro area. Derby works alongside a team responsible for advising Ultra-high net worth individuals, families, and foundations on a range of wealth management matters including asset allocation and investment portfolio
construction, lending, and wealth transfer planning. Derby joined J.P. Morgan in 2018 as a Summer Analyst and returned full-time in 2019 after graduating with her undergraduate degrees.

Derby graduated cum laude from Berea College with a BSc. Degree in Business Administration and B.A. degree in Economics. She holds SIE, Series 7, and 63 FINRA licenses.

At the firm, she holds several leadership positions. Derby is the first analyst to represent the New Jersey Private Bank on the Global Analyst Council. She is also the Vice President of Membership and Treasurer for the J. P. Morgan Midtown NYC Toastmasters International Public Speaking Club. In 2020, she competed in the Table Topics Contest and made it to the District Level in NYC. She currently placed 3rd at Districts Contests for the 2021 Toastmasters International Speech Contest.
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She serves as the Chief Financial Officer of Scholars In Our Society And Africa
(S.O.S.A) which focuses on promoting educational equity in West Africa. Derby is passionate about advocating for financial literacy among young people in order to prepare them for a future of financial freedom and choices.