Knickerbocker Financial Group

Head of Sustainability Strategy at KFG, she spent 25 years at Con Edison as VP of Environment, Health and Safety and previously worked at the U.S. EPA. She holds a BA from UC San Diego and a Master's in Public Administration from Columbia University, where she was also an adjunct professor.

Partner overseeing principal investments, co-investments, and deal syndication. He previously led CVC at Fitch Ventures, co-founded and led ClearServe, and was an early member of Gerson Lehrman Group. An active angel investor and Harvard graduate, he advises the Fordham Foundry tech incubator.

Before joining KFG he co-founded a boutique broker-dealer introducing institutional investors to asset management GPs, covering a wide range of asset classes. He served as an operating principal (CEO, CCO, FINRA representative), held multiple FINRA/NFA licenses, and holds a BS-BA from Northeastern University.

Ran a family office for over twenty years and served as CFO for several family-owned businesses. He matches family offices with investment mandates in direct private equity, real estate, and debt, and is aligned with CFO Consulting Partners. He holds an MBA from the University of Connecticut and a BS-BA from Babson College.

An experienced fintech partner and consultant focused on AI/ML, big data, and trading/risk-management technologies. His background includes roles as Quant, Head Trader, and Managing Director of Structured Trading at a global bank. He holds a PhD in theoretical physics from Imperial College.

Has 20 years of nonprofit management experience, most recently as Chief External Affairs Officer at The Jed Foundation and previously COO at Families for Excellent Schools and staff at Teach For America. She holds a bachelor's from the University of Pennsylvania and an MBA from Harvard Business School.

A banking professional with over 35 years at global financial institutions, most recently SVP in Bank of America's Energy Services Group financing conservation and sustainability projects, and previously in Citi's Healthcare and Energy Group. She holds an MBA from NYU Stern and a BS from Boston University.

An energy-sector leader with over 25 years of experience in non-wires alternatives, energy efficiency, and clean energy strategies. She has held senior roles at Kevala, Sidewalk Labs, Essess, and Consolidated Edison, serves on several sustainability boards, and holds a BA from Wellesley and a JD from Indiana University.

A long-time public servant who recently retired after 30 years in the New York State Assembly and previously served 13 years on the Westchester County Board of Legislators. She advocated for legislative and ethics reform and holds a BS from Purdue and a Master's in Education from the University of Virginia.

A Director at Credit Suisse and veteran of international banks with experience in trading, sales, and structured derivatives. He advises KFG on digital asset infrastructure, previously served as a Managing Director at HSBC and Executive in Residence at Barclays' Rise, and is a George Washington University graduate.

A digital media executive who has helped create and distribute new media experiences generating billions in revenue for companies including Microsoft, Disney, and RealNetworks. He advises early-stage companies, serves on several boards, and holds bachelor's and master's degrees from Northwestern University.