Managing Director and Head of Quantitative Strategies, Bessemer Trust
Edward is responsible for driving security selection, portfolio construction, and risk management at Bessemer Trust, one of the oldest and largest wealth management firms. Bessemer supervises over $100 billion in assets for more than 2,500 high-net-worth families, businesses and trusts. Edward is also a Portfolio Manager of the Old Westbury Strategic Opportunities Fund, the Old Westbury Large Cap Strategies Fund, and the Old Westbury Small & Mid Cap Strategies Fund. He is a member of the firm’s Investment Policy and Strategy Committee, Asset Allocation Committee, and Investment Risk Committee. Previously, Edward was a member of the Advanced Research and Quantitative Strategies Group at Deutsche Investment Management Americas. Before that, he worked at Dreyfus, Goldman Sachs, and Morgan Stanley as an analyst. He is a member of the New York Society of Security Analysts, contributing author for the CFA Institute’s CIPM® Program, and has co-authored research papers published in The Journal of Investing, The Journal of Wealth Management, The Journal of Index Investing, and Applied Financial Economics. Ed is an adjunct professor of finance at Fordham University and Hofstra University.
Ed earned his MBA from Hofstra University and a BA in Economics from SUNY Stony Brook. He is a CFA® charterholder.
CEO, Stratcore Global LLC
Carz Craffey is the CEO Stratcore Global LLC, a global wealth management and strategic planning company. He has nearly two decades of experience in financial services, wealth management, and financial advisory sectors. Carz is also a decorated combat veteran in the US Army Special Operations Command, holding the rank of Captain. He also served in Operation Iraqi Freedom. Additionally, Mr. Craffey is the Chief Financial Officer of SLUSA TV, a media consultancy specializing in brand strategy, content creation, and digital media. Carz has a strong background in financial consulting and risk management strategies, with a focus on tax efficient investment strategies and maximizing earnings.
Mr. Craffey and his wife Eglis, a sales director of a Medicare company, are married with five children, four boys and one girl. Carz enjoys working out and reading The Wall Street Journal, The New York Times, Bloomberg, Barron’s, Men’s Health, and Men’s Fitness. He is an avid New York Giants and New York Yankees fan.
Carz received his BS in Finance from St. John’s University and his MBA, with a concentration in marketing strategy, from Rutgers Business School.
Director of Human Resources, Scarsdale Medical Group
Daniel started his career as a union activist in Teamsters Local 804 as an alternate shop steward. He also worked for Local 32B-J, SEIU and District 1115. In 1998 he was a Labor Relations Representative for Mt. Sinai Hospital, then a Labor Relations Manager and ultimately Regional Director of Affiliate HR in the Mt. Sinai School of Medicine. At Mount Sinai, he was influential in resolving conflicts with eight different unions and non-union employees and served as Step III hearing officer in grievance cases. He investigated and resolved grievances, arbitrations, NLRB complaints and Title VII claims. As a result of Daniel’s collaborative abilities, conflict resolution skills, and labor relations career, in May 2006, he became first recipient of the Jan Stackhouse Scholarship, a scholarship established by Local 1199 in honor of a murdered activist and employee of 1199. Daniel worked at CUNY in a labor relations capacity and as an adjunct at Baruch College. In addition, he has served as a Director of HR at a number of healthcare organizations. Daniel and his family of five reside in Queens. As an avid Mets fan, he attended their Fantasy Camp.
Daniel received his BA in Labor Studies from Queens College and his MS in Industrial and Labor Relations from Baruch College.
Associate Dean of Clinical Administration and Revenue Cycle Management, New York University College of Dentistry
John has been with NYU Dentistry for five years. He is responsible for clinical administration, revenue cycle management, insurance strategy, financial operations, patient admissions, materials and equipment management, laboratories, operational training, and vendor relations. He provides leadership to NYU Dentistry’s Total Quality Improvement Initiatives. John has more than 20 years of experience as a success driven executive with broad-based financial services experience. He also has an accomplished record of success in driving revenue growth, improving organizational efficiency, enhancing productivity and increasing profitability. He has expertise in strategic planning, operations and financial management, process improvement, operating strategy, asset management transformation and program management of large scale projects. Prior to joining NYU Dentistry, John held senior positions at major Fortune 500 organizations including TIAA-CREF, American Express, and Citi Group. John and his wife Morine, a Director of Employee Learning and Professional Development at the City of New York, Department of Finance, have been married for over 20 years and live in Brooklyn.
John holds a BS from Pace University and a Master of Public Administration (MPA) degree in Management and Finance from Columbia University. He is an active member of the American Dental Education Association Business Financial and Clinical Administration (ADEA – BFACA), and The Association of Financial Professionals.
Clinical Instructor of Accounting, Iona College
Joan Miao is a clinical instructor of accounting at Iona College in New Rochelle, New York. Previously she and her husband had a niche aquaculture business producing Alaska red sea cucumber, which is a delicacy in many Asian cultures. Joan also spent several years at Morgan Stanley Wealth Management, where the leadership skills and high professional standards she gained were beneficial both professionally and personally.
Joan started her career as a public accountant in 2000. Working for a small public accounting firm, she gained experience in everything from tax compliance to field audits, in various types of industries. As an international student in the United States, Joan always felt fortunate—not only because she managed to earn her degree while working part time, but also because she was able to stay in the country and take advantage of opportunities to achieve her American dream. Having received so much help from others, Joan loves to contribute back to society, and currently does volunteer work to help international students. She also loves yoga and dancing.
Joan earned her MBA degree from Columbia Business School in 2007 and her undergraduate degree from Baruch College in 2000. Joan is a CFA® charterholder, and she is also CPA licensed in New York State.