by Tamar Snyder Holly Newman Kroft is a Managing Director and Senior Wealth Advisor at Neuberger Berman Private Wealth where she works closely with ultra-high net worth individuals and their families to develop customized investment solutions and address estate planning needs. Barron’s has consistently ranked Holly among the top advisors in the nation, including No.…
Daniel Blaser is a JCF Fundholder,trustee, and real estate professional. He works as Senior Vice President at Extell Development Company, a nationally acclaimed developer of residential,office, retail and hospitality properties including Central Park Tower, soon to be the tallest residential building in the world. Prior to joining Extell in 2015, he worked at Paul Hastings LLP as a real estate attorney for nearly a decade. In July, Dan completed his participation in the New York cohort of the Wexner Heritage Program, a two-year Jewish study experience with a focus on leadership. We spoke with him recently about the charitable causes that are important to him, his engagement with Jewish communal organizations, and why using JCF has helped him give smarter.
This month, Jewish Communal Fund is privileged to interview our Charity Champion Michael Meltzer, a portfolio manager at Tocqueville Asset Management who is very involved with charitable causes. A 2015 Five Star Wealth Manager, Michael supports a wide range of organizations, from UJA-Federation of New York to the Gift of Life Bone Marrow Foundation and…
Financial advisors don’t just manage their clients’ investments – they also help to guide their clients in all aspects of their lives. In this series, we highlight financial advisors, wealth managers, and attorneys who themselves are passionate about charitable giving and provide expertise to assist their clients in taking their own charitable giving to the…