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Leadership
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Join UJA for an exclusive briefing on Private Equity with business leaders Michele Lee Fine, Bradley Gruber, Jonathon Held, and Steven Shenfeld moderated by journalist Jill Wagner. They’ll share their professional perspectives on the opportunities and challenges within the world of Private Equity along with their thoughts on the importance of philanthropy.   
 
We’ll also hear about UJA’s powerful work healing and rebuilding Israel, confronting the sharp rise in antisemitism, and helping New Yorkers of all backgrounds here at home. 

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Speakers

Honoree Portrait

Michele Lee Fine

Michele Lee Fine is the president and founder of Cornerstone Wealth Advisory, a boutique financial services company under the umbrella of Strategies for Wealth, one of the largest privately owned, independent financial services firms in the country, established in 1933 with offices in Manhattan, Westchester, Boston, and Long Island.     
  
A graduate of New York University, Michele's extensive business and professional training, certifications and experience in finance, business development, domestic and international commerce for over 20 years have equipped her with a knowledge and insight that makes her invaluable to her clients. Working with a team she is...

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Honoree Portrait

Bradley J. Gruber

Bradley J. Gruber is the president and owner of Uneeda Enterprises, a privately held distributor of janitorial, cleaning, consumable, and building products in the tri-state area. Uneeda Enterprises is one of the largest distributors in the region.

In addition to his role at Uneeda Enterprises, Bradley is the managing partner of DynaServ. DynaServ provides commercial landscaping services in over 15 states across the country, along with our parent company, Monarch. As a result, we are one of the largest providers of exterior maintenance services in the United States.
 
Bradley resides in Muttontown, New York, with his wife, Jennifer, and their three children: Lauren, Ethan,...

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Honoree Portrait

Jonathon Held

Jonathon Held is the CEO of J.S. Held, a multi-disciplinary consulting company with approximately 2000 employees on five continents. He became the CEO in 1985 when the company had a single office on Long Island and less than ten employees. During his consulting career, Jon has represented clients and acted as an expert on numerous high-profile matters, including sitting on the three person panels that decided the damages resulting from disputes arising after the terrorist attacks of 9/11. 
 
In 2015, Lovell Minnick partners, a specialized business services private equity firm made a controlling investment in J.S. Held, which they maintained until a successful exit in mid 2019....

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Honoree Portrait

Steven Shenfeld

Steven Shenfeld is the founder and chairman of MidOcean Credit Partners an $8 BN alternative credit investment firm. He is a member of its investment and risk committees and is a member of the parent company (MidOcean Partners) management committee. The firm overall manages $11BN in private equity and credit. Prior to joining MidOcean, Steven Shenfeld was a Founder/GP of MD Sass Macquarie Financial Strategies, a private equity fund focused on acquiring/seeding stakes in asset management companies. Additionally, he was a general partner with Avenue Capital Group LLC, a multi- billion-dollar alternative investment platform. He was also a managing director for Banc Boston-Robertson Stephens and...

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Moderator

Honoree Portrait

Jill Wagner

Jill Wagner, an Emmy award-winning journalist, co-hosts and writes the Mo News podcast, a daily non-partisan discussion of national and world events. With over 20 years of experience, she has reported from the NYSE as CBS News’ MoneyWatch Correspondent and worked for News 12 and NewsdayTV. Jill earned an Edward R. Murrow Award for a powerful series documenting a visit to Auschwitz with Holocaust survivors, students, and WWII veterans.

Leadership

Event Chairs
Michele Lee Fine • Bradley Gruber

Honorary Chair
Jeff Gould

Committee
Michael Beyer
Philip Beyer
Allan Cohen
Michael Scott Cohen
Ofer Cohen
Adam Cole
Joseph Fingerman
Justin Fries
Adam Good
Andrew Goodman
Alan Gordon
Scott Gordon, Esq.
Matthew Grossman
Scott Jaffee
Laura Johnson
Michael Kessler
Jahn Levin
David Levy
Jennifer Marks
Richard Morse
Adam Novak
Jacob Oresky
David Pelton
Ryan Reszelbach
Vera Richman
Adam Rochlin
David Rosenberg
Alex Shapses
Philip Sharfstein
Chris Smith
Daniel Steinberg
Ian Sterling
Marci Waterman
Pami Wexelman
Adam Wilkins
Debi Yadegari
Frank Zuckerbrot



contact us

Questions? Get in touch.
Laurie Birzon

516.762.5819