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Join UJA-Federation for a fireside chat with Sarah Levy of Betterment — the largest independent digital investment advisor — and Marc Utay of Clarion Capital Partners. The two top executives will discuss the status of the financial technology industry, industry trends, and the sustainability and future of fintech against a backdrop of economic uncertainty.

Don’t miss this fascinating and timely conversation.  At this event, you’ll also have an opportunity to hear how UJA’s powerful work is making an impact on the ground in Israel.

Questions? Contact Ariel Milewicz.

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Featuring

Honoree Portrait

Sarah Levy

CEO, Betterment

Sarah Levy brings over 25 years of brand building, customer loyalty, corporate strategy, and operational excellence to her role. Prior to joining Betterment, Levy was the COO of Viacom Media Networks, and served as the chief operating officer at Nickelodeon, where she spearheaded Nickelodeon's entry into new segments generating more than $4Bn at retail.

Honoree Portrait

Marc A. Utay

Managing Partner, Clarion Capital Partners

Marc founded Clarion in 1999 and provides the firm’s strategic vision and leadership. He was previously a managing director and co-head of the MET Group, the Leveraged Finance Group, and the Retail Group at Wasserstein Perella & Co. In addition, he has held senior positions at BT Securities, Kent Capital Partners, and Drexel Burnham Lambert Inc. Marc is a member of UJA’s Board of Trustees and Executive Committee, and he is co-chair of UJA’s annual campaign.

Leadership

Chair: Nicholas Raffin
Board Members: Ralph Benarrosh, Elliot Benaudis, Ryan Eisenman, Daniel Geary, Rachel Gerber, Chaim Gevaryahu, Daniel Ginsberg, Josh Greenspan, Mark Jazbik, Lior Koren, Ben Kramer, Matthew Levine, Brett Miller, Gilad Penn



contact us

Questions? Get in touch.
Ariel Milewicz

212.836.1554