Ross V. DiMaggio, CPA
Mordfin Group, Accountants and Advisors
Ross V. DiMaggio is a CPA specializing in the food industry: retail, restaurants and wholesale distribution. He first gained experience servicing the restaurant industry when managing family-owned retail and wholesale distribution businesses located in Manhattan and at the NYC Produce Terminal Market located in Hunts Point. He then went on to open a supermarket on Long Island. He has been a practicing CPA for the past 19 years. With his experience and extensive understanding of the retail environment he has been able to give insights that helped businesses owners manage their finances and make timely, strategic decisions to grow their companies and position themselves for the future. Ross joined the Mordfin Group in 2014 as a partner and is heading their food service practice. For over 90 years, the Mordfin Group has earned an outstanding reputation for knowledge, accuracy and delivering consistently sound advice for businesses and their owners.
Davi Tserpelis, M.S.
SVP Business Banking Manager-Team Leader
City National Bank
Key financial and business advisor to CEOs and their financial with over 28 years experience. Davi provides management with insight and best practices in commercial lending & banking for family owned companies & entrepreneurs in the middle market space located in NY Metro area. Davi facilitates business growth, cash flow stability, efficient banking, risk mitigation & strategic advice for the company and its family. Davi’s goal is coaching and educating clients on financial tools to maximize working capital including conventional financing, International trade finance, foreign exchange, treasury, & cash management solutions.
VP TD Bank
Keith Lawlor is a Vice President, Senior Commercial Relationship Manager for TD Bank’s Long Island Market. Keith has nearly 15 years of banking experience all of which has been with TD Bank. He is primarily responsible for new business development and the cross-selling of all bank products, including international products, treasury management and wealth management. Keith’s focus includes providing working capital facilities, equipment financing, acquisition financing and mortgage financing to middle market companies located in the Metro NY area.
President, Financial Planner
Barry Shapiro is the President of Bshapiro Financial, an independent firm that provides a highly personalized financial planning experience for professionals, entrepreneurs and business owners. The firm’s services include comprehensive written financial plans; investment management; business owner planning; succession planning; and estate planning. The firm also specializes in helping executives in transition.
As part of his charitable giving, Barry has been a longtime supporter of Island Harvest.