Features Region: Northeast

John Iammatteo – Samaritan Daytop Village, Inc.

It couldn’t be opening soon enough. In September, The Richard Pruss Wellness Center will consolidate and expand the services of several Samaritan Daytop Village programs in one neighborhood. Samaritan is one of the largest health and human service agencies in New York State. “Last year the United States set a record for overdose deaths,” notes […]

John Quattrocchi – Verona, N.J., Board of Education

Much had to go through John Quattrocchi’s mind this past winter when he stepped down from the Verona, New Jersey, Board of Education after 15 years, serving several of those three-year terms as president, including the last hurrah. Not that he was feeling old and tired; this affable man seems to bustle with an understated […]

Judy F. Krandel – PeerStream Inc.

She knows something about connecting. For as Judy F. Krandel explains, many folks find their work so all-consuming that they are hard-pressed to have a fulfilling social life, and from a holistic perspective how that’s to their detriment. But the lonely hearts can always seek her assistance, Krandel having long availed herself as a matchmaker […]

Jack Salzman – Kings Point Capital Management

When it comes to the finer things in life—a brilliant diamond, a top-shelf glass of scotch—having an “old-school” approach is usually considered a good thing. The term implies a certain reverence for tradition, an air of expertise often lacking in today’s increasingly automated, derivative-driven world. Jack Salzman wonders why wealth management should be any different. […]

Julie Kinch – Heineken USA

Ten years ago, well into her tenure as chief legal counsel for Heineken USA, Julie Kinch helped launch a company-wide women’s leadership forum. What began with six people in a Chicago conference room has, in the decade since, grown to include more than 120 members from throughout Heineken’s ranks—male and female, millennials and boomers, executives […]

Julie Ortmeier – CARFAX Inc.

It’s always buyer beware in the used-car market, but it’s been especially so since autumn 2017 when hundreds of thousands of vehicles were soaked by Texas and Florida floodwaters following Hurricanes Harvey, Irma and Maria. Many of them could wind up for sale all over the country. Their appearances notwithstanding, it’s what’s under the hood […]

Jim Higgins – Sorin Capital Management

It’s ironic, muses Jim Higgins, how supposedly savvy investors in commercial real estate have been so slow to differentiate between a couple of very basic types of retail. There’s a big difference between shopping malls and shopping centers, he notes, and while Real Estate Investment Trust equities related to these property types have both traded […]

Jim DeCarlo – StratWealth

“What’s your next?” A simple question, perhaps, but one that’s been known to stump a lot of otherwise smart folks who may not know just where they are going or what their holdings may enable them to do in life. That’s OK, assures Jim DeCarlo, the chief executive officer of Maryland-based StratWealth who helps clients […]

Joanne Breault – Gallagher, Flynn & Company LLP

The word “integrity” gets tossed around a lot by businesses of all shapes and sizes. But for Gallagher, Flynn & Company LLP it’s not just jargon or a willowy concept. “We really live it,” says Joanne Breault, director of human resources for the Burlington, Vermont and Hanover, New Hampshire-based tax, accounting and business consulting firm. Offering […]

John and Max Osbon – Osbon Capital Management

Experience and fresh ideas are a good mix in any business, maybe especially so in finance. That seems to be the case at Boston-based Osbon Capital Management, run by the father-and-son team of John and Max Osbon. John, the 66-year-old patriarch, honed his financial acumen at various blue-chip investment houses before opting to start his […]

Testimonials

My experience with the team at Vision was great. Their professional and courteous staff took every opportunity to make the production of our article a real pleasure. From the initial contact, through the interview and all the way into production, the process was easy and fun. On behalf of the members of Anza Electric, thank you for highlighting what we do here to make rural living and cooperative membership more valuable in our community and across the country.
– Kevin Short, General Manager, Anza Electric Cooperative Inc.

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vol. II 2020

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