Park Piedmont Advisors

ABOUT US: BIOGRAPHIES

Victor Levinson is the Managing Member of PPA. He graduated from Harvard Law School in 1964, and received a graduate Law Degree from NYU in 1982. Victor has more than twenty-five years of experience as an Investment and Financial Advisor, including five years with Balis Lewittes & Coleman ("BLC"), a New York City-based Broker-Dealer, and 11 years at the investment management firm Weiss Peck & Greer. Victor also served as Chief Financial Officer of a privately-owned manufacturing business that was acquired in 1974 by a large public company. In addition to his investment management expertise, Victor has an extensive background in taxation and estate planning. He has lectured on investments at the New School, the American Association of Individual Investors, and the Learning Annex. Victor co-authored an article on Investing for Retirement that has been published in Estate Planning magazine.

Nick Levinson, CFP®, is the other Member of PPA. He graduated from Princeton University in 1987, received an MBA from UC Berkeley in 1995, and earned the Certified Financial Planner designation in 2006. Nick has worked in the financial services industry since 1998, as an Investment and Financial Advisor with BLC for three years and as a Financial Analyst with Charles Schwab for two years. His work experience also includes several years in financial positions with non-profit housing lenders and developers. Nick has particular expertise in the area of saving and investing for higher education, and has written a series of articles on this topic for a local newspaper. He also has experience with socially responsible investing and managing investments for non-profit organizations.

Richard A. Backer, CPA, is an Investment Advisor Representative for PPA and is Director of the CPA Investment Services Group. He graduated from Adelphi University with a degree in Accounting in 1967 and also received an MBA in taxation and finance from Adelphi in 1969. Richard worked at Ernst & Young before founding an accounting firm, Richard A. Backer CPA PC, in 1979, where he currently serves as President. For twenty years prior to joining PPA, he lectured and conducted seminars on personal financial planning topics. He also founded and serves as President of The Business Connection of New York.

George J. Gotthold, Jr., CPA, CFP®, is an Investment Advisor Representative for PPA. He graduated from William Paterson University in 1988 with a degree in Accounting. He is a licensed Certified Public Accountant in New York and New Jersey and a Certified Financial Planner. George has over eighteen years experience in Public Accounting and Personal Financial Planning, and is currently a Partner with Ciccone, Gotthold & Koseff, CPAs, where he is in charge of the Personal Financial Planning section of the practice. Prior to joining the firm in 1994, George served as Manager of the Tax and Personal Financial Planning department of Clarfeld & Company, PC. He is part of the faculty of Farleigh Dickinson University, where he teaches income tax planning. He has conducted numerous seminars for both the general public and other professionals, and is frequently quoted in various publications.

Stuart D. Greenberg, CPA, is an Investment Advisor Representative (IAR) for PPA. He graduated from the University of Delaware with a B.S. degree in Accounting in 1986, and also received an M.S. in taxation from Seton Hall University in 1992. In 1996, he received a Certificate in Educational Achievement from the AICPA in Business Valuation. Stuart worked at an international accounting firm before joining Greenberg & Company LLC, CPAs, an accounting firm, where he currently serves as managing partner.

Lynette Carmelli is PPA's Client Service Specialist. She worked for BLC from 1999 to 2004, specializing in client services. She has an additional twenty years' experience working with clients in a wide variety of service businesses, including five years with Merrill Lynch as a Registered Client Development Supervisor.