Financial Services
For More Information
Contact Loni Kraut at 1.212.836.1769 or
May 2012
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Every year, our Wall Street & Financial Services Division offers special programs and high-profile events for professionals from every sector of the financial industry.
Meet friends and colleagues at these important annual gatherings, and celebrate the business and philanthropic achievements of individuals who inspire others through their dedication, generosity, and leadership.
Banking and Finance Dinner
Attracts 300 people from the banking industry who express their philanthropic interests at this annual event.
Past honorees include:
- 2011: Vikram Pandit, Citigroup
- 2010: Richard K. Davis, U.S. Bancorp
- 2008: Robert P. Kelly, The Bank of New York Mellon
- 2007: Jerry A. Grundhofer, US Bancorp
- 2006: H. Rodgin Cohen, Sullivan & Cromwell LLP
- 2005: Marge Magner, Citigroup
General Insurance Dinner
Attracts 600 industry professionals every year who support our network of more than 100 medical, educational, cultural, and community beneficiary agencies.
Past honorees include:
- 2011: Kevin H. Kelley, Ironshore
Stephen P. McGill, Aon Risk Solutions - 2010: Evan G. Greenberg, ACE Limited
- 2009: Donald Kramer, Ariel Holdings, Ltd.
- 2008: Jay S. Fishman, Travelers
James W. Crystal, Frank Crystal & Company - 2007: Greg Case, Aon
Ralph Jones, Arch Insurance Group - 2006: Dennis Kane, XL Insurance
Sean Pattwell, Herbert L. Jamison & Co., L.L.C. - 2005: Thomas Motamed, The Chubb Corporation
Bruce D. Guthart, Hub International Limited - 2004: John Amore, Zurich
Joe Lombardo, Aon Group, Inc - 2003: Walter Tomenson, Marsh
Kris Moor, AIG
Life Insurance Breakfast
Attracts 125 people from the life insurance industry every year, who are dedicated to helping people through their support.
Past honorees include:
- Josh Becker, Strategies for Wealth
- Howard Blatt, Rampart America, LLC
- Gary Bleetstein, Agent Support Group, Inc.
- Susan M. Cooper, Penn Mutual Life Insurance Company
- Howard Cowan, Cowan Financial Group
- Lou Dicerbo, P.C.P. Benefit Plans, LTD
- David A. Dreifuss, The Alliance of Insurance & Financial Professionals, Inc.
- Alan Finkelstein, Afco Industries
- Jerry Harnick, The Guardian New York/HarnikAgency
- Mort Kleiner, Kleiner Muskat
- Dale Kramer, Wealth Advisory Group LLC
- Paul Kronish, Kronish Associates
- Robert Miller, New York Life Insurance
- Douglas A. Mishkin, Algren Associates
- Nat Perlmutter, Forest Hills Financial Group, Inc.
- Harry & Roger Phillips, Winged Keel Asset Management LLC
- Alan Press, Guardian Life Insurance Co.
- Ron Rosbruch, The Guardian New York/Harnik Agency
- Andy Rosenbaum, Strategies for Wealth Creation
- Mickey Rosenzweig, Rosenzweig Financial Services
- Philip Schlussel, United Coverage Consultants, Inc.
- Joel Shapiro, Bartmon, Shapiro Associates, Inc.
- Lee & Debra Slavutin, Stern Slavutin, Inc.
- Hal Wilshinsky, Equitable KAP