Betsy comes to CaringKind as a result of someone very dear to her being diagnosed with frontal temporal dementia at the early age of 50. Betsy is a Private Wealth Advisor with Ameriprise Financial and is entering her 26th year in practice, serving clients primarily in New York City, Los Angeles, and San Francisco. Betsy has previously served on the Boards of glaad, the Human Rights Campaign (HRC) and the Women’sAlzheimer’s Movement. She served as co-chair of the glaad Board of Directors for two years and also chaired the Development Committee. She is also on the Leadership Council for Sandy Hook Promise, an organization whose mission it is to end gun violencein schools acrossthe country.
Jeffrey N. Jones
Jeffrey N. Jones retired in 2020 as the Chief Accountant of KPMG. From 1997 to 1999 he was a Professional Accounting Fellow in the Office of the Chief Accountant at the SEC in Washington, D.C. He is a graduate of Loyola College in Baltimore, Maryland. Jeff has served on the Board since 2005.
Vice Chair and Treasurer
Sharon Kilmer is a Managing Director at Angelo, Gordon & Co, an alternative investment management firm based in New York City where she is a senior member of the Net Lease investment team. Ms. Kilmer started with Angelo, Gordon in 2004 as the CIO of Angelo, Gordon Advisors, LLC, a wholly- owned, externally managed fund of funds group. Previously, she was an Executive Vice President at Pacific Investment Management Company, where she was a senior member of the portfolio management and investment strategy groups and prior to that, she was Director of Fixed Income Portfolio Management at Transamerica Investment Services in Los Angeles. Sharon received a Bachelor of Arts in Journalism and an MBA degree from the University of Southern California. She is a Chartered Financial Analyst and currently serves as the Treasurer. Sharon joined the Board in 2014.
Pauline Yeung-Ha is a Partner in the law firm of Grimaldi & Yeung LLP. Ms. Yeung-Ha concentrates in the practice areas of Trusts, Wills and Estates, Elder Law as well as Special Needs Planning. She received her undergraduate degree from Vassar College and her law degree from St. John’s University School of Law. She is admitted to practice in both New York and New Jersey.
Ms. Yeung-Ha has the following affiliations:
- Member of the House of Delegates of the New York State Bar Association (NYSBA)
- Member of the Board of Directors of the New York Chapter, National Academy of Elder Law Attorneys (NAELA)
- Trustee on the Board of Directors of the Brooklyn Bar Association
- Vice-Chair of the Practice Management Committee of the Trusts & Estate Law Section of NYSBA
- Member of the Estate Planning Committee of the Trusts & Estates Law Section of NYSBA
- Chair Emeritus of the Pro Bono Clinic of the Asian American Bar Association of New York (AABANY) – named Committee of the Year for 2016 and Program of the Year for 2017 and awarded New York State Bar Association’s Bar Leaders Innovation Award for 2020
Ms. Yeung-Ha is active in serving the community as well. Aside from conducting presentations in English, she also gives seminars in Cantonese and Mandarin Chinese. Ms. Yeung-Ha was key speaker for Assemblywoman Grace Meng’s Senior Law & Financial Planning Workshop.
Sandra S. Baron
Sandra S. Baron is a Visiting Clinical Lecturer in Law at Yale Law School and a Senior Fellow at Yale Law School’s Information Society Project and the Abrams Institute for Freedom of Expression. Prior to this post, she was Executive Director of the Media Law Resource Center, a not-for-profit organization dedicated to media law research, policy, education and advocacy, and was also involved in the management of the MLRC Institute, its sister organization devoted to public education on First Amendment issues.
In addition to having a private practice, Ms. Baron has held positions as Senior Managing Attorney at the National Broadcasting Company, Inc., as Associate General Counsel of the Educational Broadcasting Company, WNET/Thirteen, in New York, and counsel for Public Broadcasting’s American Playhouse. She is an elected member of the American Law Institute and the American Bar Foundation and was recent chair of the NYSBA Committee on Media Law.
She currently is a member of the Board of Directors of Community Access to the Arts, Great Barrington, MA, and The Brigid Alliance, New York, NY.
Rachel Berk is a certified public accountant, certified fraud examiner, certified insolvency and restructuring advisor, and is certified in financial forensics. Rachel Berk is a principal in CRA’s Risk, Investigations & Analytics Practice. She is based in New York and has nearly 20 years of experience providing forensic accounting, financial analysis, and regulatory and consulting servicesto law firms, boards of directors, and corporate clients.
Rachel leads many investigations and litigation/dispute engagements for large global organizations. She specializes in disputes and investigations involving complex accounting issues and complex financial instruments and has also directed numerous investigations on financial statement fraud, asset misappropriation and corruption.
Rachel is a frequent speaker and has taught numerous seminars on accounting, fraud, internal controls, and SEC topics for corporate clients and law firms.
Planning for Financial Exits, Banking & Investments for Founders in Food, Beauty, Wellness & Fitness New York City Metropolitan Area
Currently, I serve as the CEO of Evans & Company, where we have 30 years’ experience serving as financial planners, asset managers, a virtual family office, family governance, trust & estates, and art and philanthropy advisory. I established this company to help my clients, typically startup founders, super-voters, and business owners to look at the whole picture when considering where, and how to invest. We use revenue sensitivity analysis to project potential futures and help them answer the “what if” in their lives. I feel that the relationships that we’ve established at Evans & Company is what really sets us apart.
Evans & Company is a financial advisory company offering investment banking & wealth management services to founders and entrepreneurs at all growth stages. Our strength is in our firm's 30 years’ experience in investment banking, venture capital, corporate finance, and wealth management services. Our mission is to help you make smarter financial decisions to help accelerate your growth plans and secure your future, through financial planning & advisory, and our proven active and thematic investment management that outperforms markets.
I'm a fourth-generation farmer who has turned my love for numbers, people, purpose, and self-discovery and into a business providing CFO services to founders established in, or disrupting the fitness, self-care, farming, beauty, plant based, wellness, and CBD industries. My unique value is founded on over 25 years of experience working in venture capital, investment banking, corporate finance, and wealth management. I help founders of farming, food, beauty & fitness businesses better plan for the future of their company, their investments, and their personal financial planning.
Education University of Maryland College Park B.S. Economics, Econometrics and Quantitative Economics · (1987 - 1991) University of London International Business / Art History · (1991 – 1992)
Sarah Gartner, Esq.
Sarah Gartner is an attorney, commercial arbitrator and mediator, currently focused on Elder and Adult Family Mediation, which interest was borne through15 years of firsthand caregiving and management of her husband’s journey through the course of his Alzheimer’s disease.
Prior to her dedication to Alzheimer’s support, she had over twenty years of experience in securities, banking, corporate and environmental law in New York and Florida. Concurrent with and following that, she specialized in family and commercial arbitration and mediation, where she serves on the Commercial Arbitration Panel and the Mediation Panel of the American Arbitration Association.
Education: Hofstra University (JD, Associate Editor of Law Review-1980); City University of New York (BA, magnacum laude, Dean's Honor List-1975).
Richard S. Helstein
Richard S. Helstein is currently President of Creative Focus, A Marketing and Advertising Consulting Firm; as well as having served as an Adjunct Professor of Marketing at the Darden Graduate Business School, University of Virginia.
Previous to this, Dick served as Vice President, Global Advertising, KraftFoods North America. In addition to his responsibility for Kraft’s Advertising, Mr. Helstein was in charge of Kraft’s efforts in Digital Marketing, including Kraft’s Web Site, Kraft Marketing Training and Development efforts, and Kraft Strategic Alliances.
Dick was the first recipient of Kraft’s highest award, The President’s Award, established in 1998 to honor an individual for continuous achievements in building the growth of the company.
He served as Campaign Director of the Drunk Driving Prevention campaign for the Ad Council for which he received the Robert V. Goldstein Award in a ceremony at the White House with the President in recognition of outstanding results. He also has served on the Board of Directors of the Association of National Advertisers. Since leaving Kraft Foods, Dick has served as a Marketing Consultant for a number of companies including Nabisco, Microsoft, Pfizer, Sara Lee, Snyder- Lance and Pinnacle Foods.
Dick received a BA from Duke University and an MBA from the Wharton School of Business, University of Pennsylvania. Dick was married to his wife Sue for 50 years. She was diagnosed with Alzheimer’s Disease in 2013 and passed away in November of 2019. Dick was her primary caregiver. He is currently serving as the facilitator for his GAP (Giving Alzheimer’s Purpose) Support Group and has been working with the Alzheimer’s Association appearing on various radio and television shows discussing the role of Care Givers today.
Ms. Herdling has 22 years of successful experience filling assignments in every sector of Investment Banking. Her previous engagement included a spell with Robert Half International, an international search firm specializing in the Financial Sector. At Sterling Resources International, she helped build out the firm’s Wall Street practice. Her specialty areas include Corporate Finance, M&A, Equity and Debt Capital Markets, Leveraged Finance and Private Equity.
Jonathan S. Henes, PC
Jon Henes is one of the country’s leading restructuring and corporate governance advisors. Jon has successfully guided numerous publicly traded and privately held companies through transformative restructuring transactions. Jon is a trusted advisor to boards of directors and senior managers regarding fiduciary duties and corporate governance issues in highly complex and “bet the company” situations. Jon has advised companies in a multitude of sectors, including retail, technology, automotive, energy, industrials, printing, media, radio broadcasting, television, healthcare. airlines and publishing. Many of Jon’s representations involve cross-border transactions and international law, including his roles in the Chapter 11 cases of Arcapita (Sharia Law) and Hovers a (a joint venture with PDVSA Venezuela's Oil Company). Notably, Jon led the engagement of Full Beauty, which achieved the first one-day Chapter 11 case in history. Jon followed this achievement with another one-day Chapter 11case in Sungard, which won The Deal, Restructuring of the Year Award in 2020. Based on his experience, Jon wrote an opinion piece proposing an amendment to the Bankruptcy Code to codify current practice and include a provision for One-Day Bankruptcies.
David Z. Hirsh
David Z. Hirsh is a Senior Advisor to Sterling Investors. David has more than 30 years of experience across all major real estate product types and US markets.
Over the course of his career, David has completed in excess of $30 billion in transactions and has developed a broad set of skills including: portfolio management, leasing, asset dispositions, lending and restructurings. In addition, David has a proven track record creating value by rebranding hotels and strategically repositioning office buildings.
David spent sixteen years (2002-2018) in Blackstone’s Real Estate Asset Management Group, retiring in 2018. During his tenure at Blackstone, his most significant responsibilities included day to day oversite and strategic management of Equity Office Properties (2009-2018), IndCor Industrial Properties (2013-2015), LXR Hotels and Resorts portfolio (2004-2010) and several investments in the retail and senior housing sectors.
Prior to joining Blackstone, David worked at Citigroup for 15 years including six years in real estate asset management, where he led the hotel group, and five years in corporate finance specializing in corporate real estate and project lending.
David received a BBA in Accounting from Pace University and an MS in Real Estate Development and Investment from New York University.
David is involved in many philanthropic efforts which include fighting thyroid, head and neck cancer (THANC Foundation) and supporting families suffering from Alzheimer’s disease (CaringKind). He also is active with New York University (Adjunct professor and Vice Chair of the Advisory Board at the Schack Institute of Real Estate and a Member of Executive Advisory Board of the NYU Entrepreneurial Institute) and Pace University (Trustee).
Sarah Hoit, CEO Connected Living
Sarah Hoit is a career social entrepreneur focused on companies that impact larger social issues. She is currently, CEO of Connected Living and Co-Founded the company in 2007 to provide families and communities with a private social network to bridge the “digital divide” for the millions of seniors who have been left out of the conversation. Connected Living provides a “high tech and high touch” way for families to connect, access goods and services and enhance quality of life all across the nation and soon globally.
Sarah was previously Founder and CEO of Explore, Inc., an education company that operated programs that met the academic and social needs of every student through the integration of experiential learning, homework and skill lessons, physical education, and community services.
Prior to founding Explore, Sarah served as the Director of Business Planning in the White House Office of National Service, and then Deputy Director of AmeriCorps where she was a senior official in a national service program that has enabled over 1 million youth to serve their country.
Sarah holds a BA with Honors from Dartmouth College and an MBA from Harvard Business School (HBS), where she was awarded a public service fellowship. She has been a guest lecturer at HBS and Dartmouth's Tuck School of Business on social entrepreneurism and is a member of the Dementia Friendly America Board, the Tenacity Board.
Wayne Kaplan, Co-Founder & Managing Member Of Premier Senior Living
He has spent much of that time as Vice Chairman and General Counsel of Kapson Senior Quarters Corp. (later called Atria), an assisted living and memory care provider, which went from being a small privately held business to a public company subsequently bought out by a Wall Street investment bank and then taken private again. Wayne was instrumental in building, operating, and swiftly growing the diversified Kapson business into a pioneering, tight niche, profitable entity with 15 locations, 1,000 employees, and an industry-wide reputation for quality and the creation of best practices. At Premier Senior Living, Wayne focuses on the optimization of the day-to-day operations of the company to promote revenue, profitability, and growth. As such, he oversees the company’s operations to ensure efficiency, quality, service and cost-effective management of resources.
Wayne was appointed by the Governor of New York to the New York State Life Care (Continuing Care Retirement) Community Council, and currently sits on the Board of Directors and is Chairman of the Legal Committee of the Empire State Association of Assisted Living (ESAAL). Wayne is also an Associate Member of the American Seniors Housing Association (ASHA), sat on the board of the Argentum, and was a founding Board Member of both the Connecticut Assisted Living Association (CALA) and the New Jersey Assisted Living Association (NJALA).
Wayne was appointed to the New York State 1995 Governor’s Conference on Aging by the New York State Office for the Aging to develop New York State’s platform for the 1995 White House Conference on Aging. He has also been appointed as a receiver by the N.Y.S. Supreme Court for an unaffiliated third party’s assisted living facility in a mortgage foreclosure action, and has been a featured speaker at international, national, regional and local senior housing forums, including the United Nations International Conference on Urban Senior Housing, The New York State Bar Association, the Assisted Living Federation of America, the National Association of Senior Living Industries, the Connecticut Assisted Living Association, the City Club of New York, the International Association of Corporate Real Estate Executives (NACORE), on the WABC TV show in New York City entitled Seniors, on the WLIE Talk Radio show – “Seniors on the Move,” and as a panelist on a webinar – “Creating Growth through Value-Add and Repositioning Seniors Housing” sponsored by Senior Care Investor and Red Capital..
Wayne received his law degree from the George Washington University School of Law and also received his undergraduate degree in Business from the University of Rhode Island.
Dr. Alisa Kauffman
Dr. Alisa G. Kauffman received her B.A. degree from Lehigh University in 1981 and a D.M.D. from the University of Pennsylvania School of Dental Medicine in 1985. She maintained her private practice in New York City until 1995 when she limited her practice to Geriatric House Call Dentistry.
In 2010 at the University of Pennsylvania School of Nursing, Dr. Kauffman created the geriatric dental curriculum within a unique day program designed to keep the elderly population of West Philadelphia in their own residences while receiving a full range of daily services including medical, dental, social services and meals. University of Pennsylvania third and fourth-year dental students rotated through the program to become proficient in treating the geriatric population before graduation. Here they learned to work side by side with nursing students, nurses and nurse practitioners developing a relationship treating the body as a whole, and not just looking at teeth. In 2011 she was promoted to Chief Dental Officer at the Penn Dental Family Practices where she maintained that position until 2018, leaving to do house calls for the elderly back in New York City full time.
Dr. Kauffman also serves as the Dental Director at two skilled nursing facilities and services most assisted living facilities in Manhattan.
Making house calls to those who cannot get out of their homes has been a life passion for her. Working with physicians and nurses to service a population of individuals who would otherwise not have dental treatment has been a commitment she feels is the reason she loves dentistry. "When you love what you are doing, it doesn't feel like work!"
Most recently Dr. Kauffman wrote two books. How to Become a House call Dentist was written to educate dentists on her methods to efficiently and safely treat elderly patients in their homes. The Tooth and Nothing But the Truth is a caregivers guide to oral care for the elderly. The third book soon to be released and co-written with Dr. Arash Hakhamian is titled, Geriatric House Call Dentistry:
Essential Onsite Mobile Dentistry Services for Homebound Seniors and Geriatric Patients.
Her network, Geriatric House Call Dentistry is now on its way to becoming a nationwide network of likeminded, independent practice providers.
Linda LaGorga is the Vice President, Business Analysis & Planning at Honeywell Prior to joining Honeywell Senior Vice President and Treasurer of Valeant Pharmaceuticals International, Inc. Prior to joining Valeant, Linda was in the Investment Banking Division of Goldman, Sachs & Co. for 16 years and most recently was a Managing Director in the Financing Group. Prior to Goldman Sachs, Linda was a Lieutenant in the United States Navy. Linda has an MBA from Harvard Business School and a Bachelor of Science degree in Materials Science and Engineering from the University of Pennsylvania. Linda joined the Board in 2013.
John A. Moore, Chairman and Chief Executive Officer John Moore is the Chairman and Chief Executive Officer of Atria Senior Living, Inc., a national seniors housing operator with its support center in Louisville, Kentucky. Mr. Moore has served on the board of Atria and its predecessor’s boards since 1999, and as Chief Executive Officer for Atria and its predecessor since 2003. He was elected as Atria’s Chairman of the Board in 2012.
Mr. Moore was previously a Managing Director of Lazard Alternative Investors and a Managing Principal and Chief Financial Officer of Lazard Real Estate Partners (LREP). LREP managed the investment funds that owned Atria’s predecessor, Atria Senior Living Group until 2011. Either in connection with his roles with LREP or as Atria’s Chief Executive, Atria has been Mr. Moore’s main business focus since 1999.
Prior to joining LREP in 1998, Mr. Moore was Executive Vice President and Chief Financial Officer of World Financial Properties, a private New York City-based office property owner/operator and a predecessor to the public company Brookfield Financial Properties Corporation. Previously, he worked with Olympia and York Properties as Senior Vice President, Finance and led the financial and restructuring efforts in the company’s $5 billion bankruptcy reorganization.
Prior to joining Olympia and York, he worked as a real estate lender with the Sumitomo Bank in New York and Sovran Bank in Norfolk, Virginia.
Mr. Moore previously served as the Chairman of the Board of the National Investment Center for Seniors Housing and Care. He is currently a member of the board of Argentum, LRAA (Louisville Regional Airport Authority), LHCC (Louisville Healthcare CEO Council) and The Parklands.
He is a graduate of Yale University.
Elaine Thomas works in the entertainment industry as a writer and producer. Prior to that, she worked in the hedge fund industry as a healthcare analyst and portfolio manager. She received her B.A. in English from Yale University. Elaine joined the Board in 2012.
Nimesh Udeshi is a Managing Director and North America Head of Human Resources for Banking, Capital Markets, and Advisory (BCMA). Nimesh is Trusted Human Resources professional with a broad global network. Focused on aligning human capital, business objectives that directly drive results. Nimesh has been with Citi for 20+ years in roles in Human Resources, Finance, Business management and advises senior leaderson all aspects of HumanCapital Management.
Nimesh is an active alumni and graduate of Baruch College.
Gurney Williams III
Gurney Williams III is a writer, editor and advocate for dementia caregivers. Most recently, he has partnered with Eleonora Tornatore-Mikesh at Inspīr to develop an evidence-based curriculum for brief training sessions and an accompanying concise manual. Working title: A Gentle Guide for New Caregivers, the power of enduring choices in dementia’s early stage. He continues to create and personally test pilot sessions for general audiences, at Inspīr and his Episcopal church in Rye, New York.
Williams holds a bachelor’s degree from Yale, ’63, and an M.S. from the Columbia Graduate School of Journalism, ’67. He began his career as a reporter at Newsday, where he served on a nine-member investigative team that won a Pulitzer Prize for Public Service for the paper in 1970. Over the past 50 years, he has contributed hundreds of articles to national publications. In the mid-’80s, he was the editor of OMNI magazine, focused on science, technology, science fiction and the future. After leaving the editorship, he gave speeches for years to corporate and college audiences based on the magazine’s predictions about the 21st century. Some of them came true.
Williams was the primary caregiver for his wife, Linda Payne Williams, from 2004 until she entered long-term care in 2012. She died of Alzheimer’s in 2016. Since her diagnosis, he has written and given speeches about caregiving, and helped his oldest daughter, actor Kimberly Williams-Paisley, write Where the Light Gets In, about how the family responded to Linda’s disease. The book was a New York Times best seller in 2014.
Mark A. Zurack
Mark A. Zurack teaches at Columbia Business School. Prior to his academic career, Mark worked at Goldman Sachs for 18 years. He joined GS in 1983 and started the equity derivatives research group, later assuming a broader leadership role in equity derivatives, co-managing the product in both N.A. and Asia and leading the effort to cross-market equity derivatives products to high-net-worth individuals. He became a partner in 1994 and a managing director in 1996. In addition to his board service for the NYC Chapter (past board co-chair), Mark is on the Board of the Binghamton University Foundation and Teach For America, Southampton Bath and Tennis and the Columbia Business School Social Enterprise Program. Mark joined the Board 2002- 2010, and 2011- present.
Emeritus & Ex-Officio
Bill Brachfeld joined the Board in 1988. He graduated from University of Pennsylvania in 1955. For two years after he served in the Army. He joined Solomon Brothers in October 1957 and became general partner in 1970. He left Solomon Brothers in 1978. He joined Diawa Securities America as Senior Executive Vice President and member of the Board in 1985, and retired in 1996. He served as Senior Advisor to Diawa through 2008.
Marilyn retired from JPMorgan as Managing Director in the Global Funds Group specializing in the Alternative Industry after 36 Years, since 1979, starting at Chemical Bank. She recently joined a NYSE listed Regional Bank called Bank United as a Managing Director to launch a relationship management group dedicated to Alternative clients and Asset Managers. She is a graduate of Smith College and has three Masters degrees to include Education and Psychology. She has served on the Board since 1989 and has held roles of co-President, Vice President, Chair of various committees. Her father had Alzheimer’s resulting in her interest and devotion to the Organization.
Susan V. Kayser
Susan V. Kayser is a partner of the law firm Duane Morris LLP and chairs its Post-Acute Care and Senior Services practice group. Her clients are investors in, and developers and operators of, a wide range of healthcare operations that include CCRCs, skilled nursing facilities, assisted living communities, home care agencies and hospices. Much of Ms. Kayser’s practice centers on advising on healthcare regulatory matters in joint ventures, acquisitions, developments, leases and financing transactions in the seniors living industry. She also represents her clients on a variety of legal issues that arise in day-to-day healthcare operations. Prior to entering private practice, Ms. Kayser was Assistant Regional Counsel for the U.S. Department of Health and Human Services, Region II. Susan has served on the Board since 1997 and is currently an Emeritus member.
Sunnie Kenowsky Irving
Sunnie Kenowsky Irving is Clinical Instructor in Department of Psychiatry, NYU Lagone Medical Center and Co-Director of the Zachary and Elizabeth M. Fisher Alzheimer’s disease Education and Resources Program at the New York University School of Medicine. Sunnie joined the Board in 2004.
Lori Oscher Friedman
Lori Oscher Friedman is Design Director at Active Apparel Group. Lori received her B.S. in Textile and Apparel Design from Cornell University. She serves as a Cornell Admissions Ambassador and is a member of the Whitney Museum Education Committee. Lori joined the Board in 2010.