Meet c2c

  • Charles Balducci - C2C bio picture

    Charles Balducci Merrill Lynch

    Since joining Merrill Lynch in 1997, Charles Balducci has specialized in advising C-suite corporate executives, entrepreneurs, and financial industry professionals about how to make better decisions in their financial lives. As founder and co-lead of The Snyder/Balducci Group – a multi-family office within the Wealth Management division of Merrill Lynch – Charles oversees a team of over 20 professionals dedicated to assisting ultra-high-net-worth families and individuals achieve their goals.

    Charles is highly skilled at developing customized strategies designed to meet clients’ complex financial needs. Such strategies often address concentrated stock positions, risk management, and tax minimization. Charles and his team also assist clients with advanced estate planning, wealth transfer, and philanthropy.

    Charles was named to On Wall Street’s “Top 40 Advisors Under 40” list for seven consecutive years from 2009 through 2015 and to REP Magazine’s “Top 40 Wirehouse Advisors Under 40” in 2014 and 2015. In addition, Charles has been named as one of Barron’s “Top 1,200 Financial Advisors: State-by-State” since 2014 and as one of the Financial Times’ “Top 400 Financial Advisors” in 2013. Charles holds the Certified Investment Management Analyst® (CIMA®) and the Chartered Retirement Planning Counselor (CRPC®) designations. He also holds the Merrill Lynch internal designation of Global Institutional Consultant (GIC). The Snyder/Balducci Group is one of only 65 GIC-designated teams across the firm, which are accredited to work with institutional clients with $50,000,000 or more in assets under management. Charles is also a founding member of The Advisor Growth Network (AGN), where he currently holds a leadership position on the Executive Committee. AGN consists of a select group of 25 Merrill Lynch financial advisors from across the country that serves as key consultants to the firm’s senior management on matters relating to practice optimization.

    Charles received a Bachelor’s degree in Finance from Pennsylvania State University. He volunteers his time as Vice Chairman of the Global Lyme Alliance, the largest Lyme disease charity in the United States. He and his wife, Amy Marisa, live in Greenwich, Connecticut, with their three children, Sofia, Luke, and Siena.

  • Mark Benhar - C2C bio picture

    Mark Benhar President, Benhar Office Interiors

    Benhar Office Interiors is a full-service office furniture dealer in NYC, with Herman Miller being their premier line. Mark is responsible for the overall leadership and management of the firm. Since 1985, his industry experience has taken him from account executive for a small dealership to Founder and President of one of New York’s largest dealerships. Mark has become one of the leading professionals in the New York market and is recognized for his solid and professional reputation with vendors, clients, and competitors. More importantly, Mark and his management team have created a great organization where the employees are highly regarded and company culture and values are very important. Mark has been quoted to say “Without a vision, culture, and values we wouldn’t be a company and by trying to embody these things every day not only are we a company but a family”.

    Benhar Office Interiors helps organizations attract and retain top talent and build Dynamic workplaces with the use of over 200 manufacturer’s lines of furnishings and architectural products. Being partnered with Herman Miller, one of the world’s leading furniture and design companies really helps Benhar set them apart from their competitors.

    Having managed over 10 million square feet of projects throughout his career, Mark prides himself on his honest approach to business partnering, his knowledge of the industry and the relationships he has built. He is a member of Vistage, a founding member of YJP’s CEO division, C2C and CoreNet Global. All these organizations help him always improve as a leader, coach, and business partner.

  • Jason Berger - C2C bio picture

    Jason Berger Founder, CEO and Managing Partner, Allshows

    Jason Berger is the founder of a nationally recognized leader in ticket resale with multiple offices in the Northeast.

    Berger’s company has grown from a traditional event ticket provider to a leading ticket agency specializing in providing unique entertainment experiences. He has lead in partnering with regional venues and global artists to elevate client access and experiences. Berger, along with his partners, operates and manages three offices and over 30 staff. All Shows works in

    Berger, along with his partners, operates and manages three offices and over 30 staff. All Shows works in many markets worldwide. From Wimbledon to Broadway, his passion and mission has always been to create the best possible experience for clients. Berger has served on multiple ticket related boards as well as other business ventures from technology to angel investing in startups.

    Berger has been quoted on CNBC, in the Wall Street Journal, and in the New York Times and has played a role in many ticket related legislative hearings. Berger has put forth many efforts to
    build strategic partnerships and alliances with primary sellers helping in capturing sales data, to capture the lift on sales and capture more attention to their team or act through sales channels and our exclusive partnerships with large fortune 500 companies.

    Jason resides in Westchester County, NY with his wife and two children.

    Offices in: New York | Westchester | Toronto

    Contact Jason: D:212-624-2404 E:

  • Jerry Blaine - C2C bio picture

    Jerry Blaine CEO, LDI Color ToolBox

    Jerry Blaine is the Founder, President and Chief Executive Officer of LDI Color ToolBox, with over 40 years of experience in the office technology industry.  Jerry is a member of various sales, networking and industry organizations and holds board positions in national provider organizations representing the multibillion dollar digital office technology marketplace.  Mr. Blaine has been recognized for his leadership role at LDI as an Ernst & Young Entrepreneur of the Year finalist. He has championed several causes, not-for-profit and charity organizations, has actively volunteered with Big Brothers, has acted as a trustee for the National Institute for People with Disabilities and has a been chairman of The Corporate Source, a not-for-profit providing competitive employment opportunities for people with disabilities, for the past nine years.

    LDI Color ToolBox is an independent digital office technology company, headquartered in Jericho NY with physical branch offices and service operations in New York, New Jersey, Southern California and Southern New England.  LDI manages digital technology solutions across the United States, Puerto Rico, Canada and the UK.  The cornerstone of LDI’s success has been its ability to represent and service products from leading manufacturers including Canon, Xerox, Sharp, HP, Samsung, Toshiba, EFI and Nuance.  LDI proactively integrates technology solutions, workflow applications, and is able to react to client and market demand quickly and reliably.  LDI has an expertise in color graphic solutions, managed print services, production print, managed IT, green and sustainability, has a social media following topping 14,000 and has been recognized by multiple organizations and periodicals as a forward thinker, elite service provider and community-minded corporation.

  • Jeffrey Citron, Esq. - C2C bio picture

    Jeffrey Citron, Esq. Co-Managing Partner, Davidoff Hutcher & Citron, LLP

    Jeffrey I. Citron is the firm’s co-managing partner and, as such, is responsible for all aspects of the firm’s administrative and management functions. Jeff has practiced law for over 25 years and has extensive experience in real estate and general commercial practice. He specializes in assisting private and public companies in securing financing grants and benefits for capital projects through auspices of government agencies and lending institutions. Jeff has served as counsel for the trustee for various Industrial Development Agencies and is a recognized authority in the negotiation of Industrial Revenue Bond financing.

    Jeff is admitted in the United States District Courts for the Southern and Eastern Districts of New York and was elected delegate to the State Judicial Conference in both the Southern and Eastern Districts. Jeff received a degree in real estate from the American University in Washington, D.C. and is a graduate of Brooklyn Law School.

    Jeff has served on the boards of numerous private, charitable and not-for-profit corporations and is the current president of Fenway Gold Club in Mamaroneck, NY.

    Jeff and his wife live in Westchester and they have two sons.

  • Adam Reece Cohen, Esq. - C2C bio picture

    Adam Reece Cohen, Esq. Dealer Principal & Managing Member,

    Adam Reece Cohen is the Dealer Principal and Managing Member of the Major World Automotive Group consisting of Major World Chevrolet, LLC, Major World Chrysler Dodge Jeep Ram, LLC In his roll, he overseas all aspects of the daily operations of all stores.

    Adam joined the organization in 2006 as a Finance Manager. Since then, he has quickly made his way up through the ranks promoted to Sales Manager and ultimately Director of Operations/General Manager in 2010. In 2014, Major World went through a corporate restructuring where Adam bought into the Dealership. He currently serves as Dealer Principal and Managing Member of the Major World Automotive Group.

    As Director of Operations, within a span of 4 years, Adam increased sales from 5000 vehicles per year to over 12,000, and Major World is now the largest used car dealer in the Tri-State area. Adam received his Bachelor of Science from Tulane University in 2001. He received his Juris Doctor from Georgia State University College of Law in 2007. Adam is a member of both the Capital One Auto Finance and Wells Fargo Dealer Services National Dealer Council. He is married with twin daughters and is a die-hard New England Patriots and Boston Celtics fan.

  • Justin Fries, CPCU, CIC, CPIA - C2C bio picture

    Justin Fries, CPCU, CIC, CPIA COO & VP, Garber Atlas Fries & Associates, Inc.

    Justin Fries, a graduate of Cornell University, has been in the business since 1988 and is now the third generation of Fries’ to continue the insurance tradition. Justin currently serves as the “Chief Operating Officer” and Vice President of Garber Atlas Fries, which has offices in Oceanside NY and NY City. He is the managing partner, responsible for running and managing the day to day operations of the Agency. Like his father, Justin continues to volunteer his time and has served on many of the insurance trade organization’s Board of Directors. He is a past president of the Independent Insurance Agents Association, a current director of the Council of Insurance Brokers of Greater NY, and a director of the Professional Insurance Agents Association of NY.

    Furthermore, he is the Chairman for the Long Island UJA Insurance Division, sits on the board of a local charity for children with Autism, and is active in several other local charities. Justin also serves as First Vice President of his country club in Long Island. Justin has achieved the “Certified Insurance Counselor” (CIC) designation, along with the prestigious “Chartered Property and Casualty Underwriter” (CPCU) designation, and the Certified Professional Insurance Agent (CPIA) designation. Justin lives in Roslyn NY, with his wife Pamela, and their three children.

  • Tony Garvin Managing Member & Founder, 300SL Advisory

    Mr. Garvin is the Managing Member and founder 300SL Advisory, a Merchant Banking, Consulting and Advisory firm serving small and mid-sized businesses. He has been a middle market advisory and finance professional for over 25 years, most of which were with JPMorganChase & Company where he established and built both the Middle Market Mergers & Acquisitions and Leveraged Finance practices. Mr. Garvin also established that Corporate Advisory Group at the Royal Bank of Scotland and started his career at General Electric where he completed the Financial Management Program.

    Mr. Garvin’s experience encompasses well over 100 transactions including foreign and domestic buy-side and sell-side advisory assignments, mergers, joint ventures, valuations, fairness opinions and corporate restructurings. Mr. Garvin also has extensive experience raising equity, senior and subordinated debt for middle market companies, both public and private, including numerous transactions as a principal. Mr. Garvin has executed transactions across a wide range of industries including aerospace & defense, apparel, consumer, retail, ecommerce, distribution, metals & mining and general industrial sectors among others.

    Mr. Garvin graduated from both Duke University as well as Duke’s Fuqua School of Business. He and his wife Lisa reside in Mahwah, NJ

  • Larry Hutcher, Esq. - C2C bio picture

    Larry Hutcher, Esq. Co-Managing Partner, Davidoff Hutcher & Citron, LLP

    Larry Hutcher has been with the firm since its inception and is now co-managing partner and chair of its Litigation Practice. Larry is a businessman’s lawyer and has particular expertise in the field of ‘business divorce,’ representing shareholders, partners, professionals (including lawyers and doctors) and LLC members in the resolution of ownership disputes and other intra-corporate issues. In 2007, Larry was recognized as one of the top lawyers in the New York metropolitan area when he was designated a “Super Lawyer” in the field of commercial litigation.

    Larry serves on the board of directors of Gravitas Technology and acts in an advisory capacity to several other for profit and not-for-profit entities.

  • Suzy Jurist - C2C bio picture

    Suzy Jurist Founder & President, SJI Associates

    SJI Associates is a New York City-based full-service design and advertising studio. Suzy Jurist, SJI’s founder and president, established SJI Associates in 1991. In 25 years, a growing staff of talented art directors and designers has evolved into an award-winning design firm that provides intelligent design solutions and distinguishes clients from their competition. Today, SJI Associates employs a diversely talented staff of 20.

     SJI creates  brand identity, websites, trade and consumer advertising campaigns as well as packaging. Our clients include A&E Television Networks, American Stock Exchange, Business Week, CNN, HBO, PBS and Time Warner Corporate, among many others.

    SJI employees also actively work together for philanthropic causes, completing pro bono design projects for organizations like Tomorrows Children’s Fund and Journey for 9/11, and volunteering for other charity activities.

    In an effort to support our clients who have supplier diversity programs, SJI Associates has been officially certified as a women’s business enterprise by WBENC since 2007.

  • Scott Mager - C2C bio picture

    Scott Mager Scott Mager CEO, PBM, LLC

    Scott A. Mager is the third generation of his family to operate PBM. His background as a real estate attorney nicely augments his facility services industry experience.

    Scott joined PBM in 1992 as Senior Vice President and General Counsel. Before PBM, Scott was President of The Auction Group, Ltd.; Senior Vice President of H.L. Michaels Inc.; and he practiced real estate law at NYC law firms Shea & Gould and Proskauer, Rose, Goetz & Mendelsohn.

    “PBM is, at its core,” Scott says, “an employee-training organization.”

    “We train our staff to perform as operating engineers, janitors and security guards with unparalleled excellence and an adherence to the well-being of all of the people at our buildings. We develop talent, empower them, instill in them a sense of pride in their handiwork, and reward people for their reliable, consistent and spectacular results.”

    Everyone at PBM is touched by Scott’s nurturing, supportive nature and his combination of “letting managers manage,” while counterintuitively providing all the infrastructure and help they need. “I want everyone, from my senior staff to the men and women of our diverse workforce, to be invested in high performance and in sustaining PBM as the premier company in the industry,” he says.

    Scott holds a B.A. in Political Science from Fairleigh Dickinson University, a J.D. from Pepperdine University School of Law, and an L.L.M. in Corporation Law from New York University School of Law. He is on the Board of Visitors of Pepperdine University School of Law, on the Board of Trustees of the Dwight-Englewood School, and previously served as the Vice President of the Board of Trustees of the Stephen Gaynor School.

    Scott is also involved with several local political campaign committees and numerous charitable causes. He lives in Englewood, New Jersey, with his wife and two children.

  • Jennifer Meilan - C2C bio picture

    Jennifer Meilan Co-President, Burst Visuals

    Jennifer, along with partners Craig Geiger and Brian Geiger, heads Burst Visuals, a leader in the design and fabrication of environmental branding and signage with a focus on workplace interiors, retail and commercial space. 

    Overseeing production, installation, creative and sales teams Jennifer is involved in all processes of the business.

    A Fordham University graduate with a Bachelor of Arts in Communications Jennifer spent nine years working in sports and entertainment marketing before transitioning to working with companies to help them translate their brands into space.
  • Don Middleberg - C2C bio picture

    Don Middleberg CEO, Middleberg Consulting, LLC.

    Don Middleberg is regarded as one of the nation’s leading communications executives. Earlier in his career, Middleberg built his first public relations agency and grew it into the 18th largest in the U.S. prior to its sale to Havas. He is widely acknowledged for his pioneering research on how journalists use technology and social media in the performance of their job. His previous firm was named “Best Mid-Size Agency of the Year” and was also ranked as the #1 Internet Agency in the Nation.

    In 2006, Middleberg started his second public relations firm. Recognizing the critical importance of social media to communications, Middleberg merged his firm with Laundry Service, specializing in social media management, content creation, and in-house video production. Middleberg successfully sold Laundry Service in the Spring of 2016.

    Middleberg is a frequent speaker at industry events as well as some of the nation’s leading academic institutions. He was selected a PR industry “All Star”. He also sits on the Advisory Boards of New York Angel Investors and the Fashion Institute of Technology.

  • Paul Neuman - C2C bio picture

    Paul Neuman President, Neuman's Kitchen

    Paul Neuman, President, is the fourth generation of his family to be involved in the food business in NYC. His great grandfather, Sandel Lowenthal, was a chef and restaurant owner in the late 19th and early 20th centuries. His grandfather Cornelius and father Robert owned and operated the Rosedale Fish Market on the Upper East Side from 1906 until 2003. Paul currently serves as the chair of the board of HOPE Program, which recently received the 2017 Brooke W. Mahoney Award For Outstanding Board Governance. He is a past speaker at the Coalition for the Homeless First Step Program, and mentors H.S. students through the Exploring and PENCIL programs. When he’s not working, he is busy in Connecticut being an artist.

  • Robert T. O'Hea, JR., I.E. - C2C bio picture

    Robert T. O'Hea, JR., I.E. Managing Director, VVA, LLC

    Mr. O’Hea has a great deal of expertise in the fields of engineering, design and construction which have been cultivated during his more than twenty-five years of practical experience as a leading engineer and project manager. By combining his engineering expertise with strong organizational, leadership and communications skills, he has successfully managed some of the firm’s largest, most complex and technically challenging projects totaling over 20 million square feet. His experience spans across various industries and project scope: from non-profits to government law firms, financial services as well as media and entertainment’ from interior, mission critical and base building assignments. His clients include such high-profile firms as Pall Corporation, Skadden, Arps, Slate Meagher & Flom, LLP, AXA Financial, UBP Asset Management, Cablevision, and Lutheran Family Health Centers.

  • Jayesh A. Punater - C2C bio picture

    Jayesh A. Punater Founder & CEO, Gravitas Technology

    Jayesh Punater is the founder and CEO of Gravitas and has more than 22 years of experience working in entrepreneurial, high growth companies servicing the financial industry. Jayesh focuses on Gravitas’ high-growth strategy and, in concert with the management team, oversees the company’s operations.

    Prior to founding Gravitas, he held management positions in several technology consulting and manufacturing companies, including New York-based system integrator, DNA, and high-end workstations manufacturer 68000 Inc. Jayesh has a BS in Electrical Engineering from Arizona State University and has extensive executive training in marketing, finance, and management. He has lectured on entrepreneurship at Fordham University.

  • Robert Scheinman - C2C bio picture

    Robert Scheinman Principal, J.T. Magen & Company, Inc.

    Robert Scheinman is a native New Yorker born and raised in the metropolitan area. Bobby has been active in the construction industry for over thirty five years, and most recently joined J.T. Magen & Company as Principal five years ago. Under his leadership, Bobby has helped to shape the firm’s status as one of New York’s top, privately owned, corporate interiors firms. He has been fortunate throughout his career to have been able to service and build-out some of the tri state area’s most influential and well known corporations in the legal services, finance and banking, intuitional, not-for-profit, media, and retail sectors.

    Mr. Scheinman is equally philanthropic and dedicated to a variety of charities. He has consistently been a fundraiser for the AHRC and is an acting committee member. The North Shore Autism Circle’s Holes for Hope event is annually hosted at the Engineers Country Club where Bobby is currently President. Hope & Heroes Children’s Cancer Fund, Melanoma Research Foundation, St. Francis Food Pantry, National Tourette Syndrome Association, Boy Scouts of America and Bowery Residents Committee are all supported generously by Mr. Scheinman through his corporate affiliation with J.T. Magen & Company. Most recently Bobby participated as one of the AFRMC ‘s 2012 Golf Tournament Committee Chairs and is thrilled to have been invited by the AFRMC to participate on the Board of Directors for the Thirteenth Annual Gala.

  • Mitch W. Simpler - C2C bio picture

    Mitch W. Simpler Managing Partner, Jaros Baum & Bolles

    Mr. Simpler is the Managing Partner of Jaros, Baum & Bolles, New York’s foremost mechanical and electrical consulting engineering firm. He has served as the Project Manager and/or the Partner-in-Charge on many of the prestigious academic and university projects of the firm, including the Columbia University Manhattanville project and the Columbia University Center for Disease Prevention; the Biotech Research Building, the Theory Center and the Olin Library projects for Cornell University; the Belfer Research Building, the Whitney Pavilion and the Imaging Building for the Weill Cornell Medical College; the new Kimmel Pavilion, Energy Center and Science Building, as well as the Skirball Institute of Biomolecular Medicine and Smilow Research Center for the New York University Langone Medical Center; and the East Multiuse Building (Icahn Building) and the Center for Science and Medicine, both for the Mount Sinai School of Medicine.

    Mr. Simpler is the former Chairman and National Director of the American Council of Engineering Companies for the State of New York (ACECNY), Vice Chairman for ACEC National and is also a Member of the American Society of Mechanical Engineers, the American Society of Heating, Refrigerating and Air-Conditioning Engineers, the NFPA, the American Society of Energy Engineers, the American Society of Hospital Engineers and the National Society of Professional Engineers. He is presently licensed in the State of New York.

  • Marc B. Spector, AIA NCARB - C2C bio picture

    Marc B. Spector, AIA NCARB Principal, Spector Group

    A Principal of Spector Group, Mr. Spector has played a key role in advancing one of the regions largest and most prolific architectural and master planning firms in the design and high technology, sustainable, highly cost-effective projects, nationally and internationally. He demonstrates strong leadership acumen in the partnerships he cultivated with both clientele and Spector Group project teams. Mr. Spector has successfully individualized his unique design approach between corporate, institutional, retail, residential, interior architecture and macro and micro master planning. Mr. Spector is spearheading the firms global expansion with the opening of the Spector Groups Middle Eastern and Southeast Asian offices in Abu Dhabi and Mumbai. Mr. Spector is a Registered Architect in New York, New Jersey, Virginia, Utah, Nevada, Connecticut and Florida.

  • Jeffrey M. Weiner - C2C bio picture

    Jeffrey M. Weiner Managing Partner, Marcum

    Jeffrey M. Weiner joined Marcum in 1981 and has served as managing partner since 1990. Under his leadership, Marcum has expanded from a one-office regional firm of 20 employees to a firm ranked among the largest in the United States.

    Mr. Weiner has been single-minded in diversifying Marcum’s services and capabilities to meet the evolving needs of the Firm’s clients, a key factor in the Firm’s continuing growth. In addition to the core tax and accounting business, Mr. Weiner has built a multiservice organization providing a comprehensive range of professional services, including accounting and advisory, technology solutions, wealth management, and executive and professional recruiting. The Marcum Group companies include Marcum LLP; Marcum Technology LLC; Marcum Search LLC; Marcum Staffing LLC; Marcum Financial Services LLC; Marcum Bernstein & Pinchuk LLP; and Marcum RBK (Ireland) Limited.

    Mr. Weiner has also steadily expanded the Firm’s global footprint through strategic mergers, acquisitions and joint ventures in major business markets across the country and overseas. Today, Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices throughout the U.S., as well as Grand Cayman, China and Ireland. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity funds and hedge funds, with a focus on middle-market companies and closely held family businesses.

    Mr. Weiner has been singled out for his leadership role in the accounting industry. In 2016, he became the first and only U.S. accounting firm leader to be twice named an “MP Elite” by Accounting Today. In inducting Mr. Weiner to the exclusive MP Elite class, the publication noted his achievement in continually growing Marcum’s revenue, reach and relevance. “[Mr.] Weiner was a member of our inaugural class of the MP Elite in 2012, and it’s no accident that he returns this year – he’s one of the most admired firm leaders in the country, and continues to lead Marcum to new heights, remaining just as aggressive in both M&A and organic growth. When he first made the list, we noted his national drive; now we can note his international drive, with a major presence in China. He keeps the firm innovative with new offerings in practice areas like LGBT services, cybersecurity, and alternative investments, and built a stable of affiliated companies in wealth management, technology, executive search and more…Weiner is truly one of the Elite,” the editors wrote. The MP Elite are a group of accounting firm leaders “who point the way to the future, who set the best practices that others follow, and who lead the most successful, most admired firms.” Just eight accounting firm leaders nationwide were selected as members of the MP Elite class of 2016.

    Mr. Weiner was previously recognized by Accounting Today as one of the industry’s Top 100 Most Influential People of 2010. In 2013, he was voted one of the industry’s Top Five Most Admired Peers in a national poll by Inside Public Accounting. He has been profiled twice as a New York City CEO by Leaders magazine, which in 2016 highlighted the nine core values that are the foundation of Mr. Weiner’s management ethic for Marcum.

    In addition to his responsibilities as managing partner, Mr. Weiner manages Marcum’s entertainment practice and is a nationally recognized expert on personal business management for the entertainment industry. He co-produced Jason Bourne, the fifth installment of Universal Pictures’ Bourne franchise, starring Matt Damon in the title role, which opened in July 2016. He previously served as executive producer of The Bourne Supremacy and The Bourne Ultimatum, also starring Matt Damon and released in July 2004 and August 2007, respectively. He was executive producer of The Hades Factor, a mini-series that aired on CBS television in April 2006, and a producer of The Bourne Legacy, released in August 2012, starring Jeremy Renner.

    Mr. Weiner is a founding member of the LEA/Leading Edge Alliance, an international association of independent accounting firms. LEA has honored Marcum with LEA Edge Awards for industry excellence in several categories, including Mr. Weiner’s blog, Thoughts of the Week. Marcum was also the recipient of the LEA Innovative Firm Initiative of the Year Award, for the first annual Marcum MicroCap Conference in 2012, a nationally recognized event that has become a benchmark in the accounting and small cap industries. Additionally, in 2016, the Marcum Foundation was honored with the Edge Award for Outstanding Community Service, capping its first full year as a national charitable organization. In 2009, Mr. Weiner was distinguished with the LEA On the Edge Innovation Award, which recognizes an individual who has made an enduring and pioneering contribution to the public accounting profession.

  • Dr. Philip Levy - C2C bio picture

    Dr. Philip Levy Executive Managing Director, C2C

    Dr. Philip Levy is currently President of PHL HP Consulting Group, Inc., a management consulting and leadership development organization that he formed after having successfully built and run a large, multi-faceted and highly acclaimed health and human services organization.

    Capitalizing on his proven leadership and management model, and his passion for building and sustaining high performing teams and financially successful organizations, he has made his resources available to companies that are eager to maximize their human capital and actualize their full potential. He has provided services in leadership and management development to a variety of industries including technology, outsourcing, job placement, sales, fundraising, and human service related organizations by creating highly skilled, empowered and motivated leadership at all levels. He has been the recipient of numerous prestigious awards that reflect his management philosophy, including Crain’s Best Places to Work in New York City, 2008; The American Psychological Association Best Company to Work, 2007; the 2005 Psychologically Healthy Workplace Award, and Ernst and Young’s Entrepreneur of the Year in 2007.

    Dr. Levy has developed his own brand of systems and strategies to improve efficiency, productivity, and the culture of the work environment. His unique skills enable him to achieve buy-in at all levels of the corporate structure ensuring a cohesive team and a focused work environment. PHL HP Consulting Group’s services include corporate culture enhancement, team building, leadership training, successfully merging organizations and their disparate cultures, conflict resolution, fundraising, board development, executive coaching, organizational and systems development, and motivational speaking. For a comprehensive menu of services and management newsletters, please visit his website at

    Dr. Levy can be contacted at, 212-207-8124.