Sharon Liebowitz Edit Name
User joined Fri, Jan 08, 2016 at 08:29PM UTC last seen Mon, Dec 12, 2016 at 06:47PM UTC
Sharon Liebowitz is CEO of Meritam Investment Advisors. She founded Meritam to bring high performance, low cost investment management to nonprofits. Prior to Meritam, Sharon was a Vice President at JPMorgan Chase for 10 years and had built trading systems for some of the largest global banks, including JPMorgan, UBS and Deutsche Bank.
Sharon earned an undergraduate degree with honors from Harvard University, and a masters degree in Architecture from Columbia University. She’s a committed volunteer for organizations she supports and currently serves on the board of directors of the Center for Architecture, the Columbia University Alumni Association, and is a Columbia University Senator. Sharon holds the FINRA Series 65 for Investment Advisors.
Wed, May 25, 2016 at 1pm EDT / 10am PDT
What are the major pitfalls investment management for nonprofits ?
What are the important things to know and get right ?
Investment management is one of those topics that people often overlook. However, having an investment strategy is a key component that creates transparency,... (continued)
Meritam is a high quality, low cost, software based investment advisor for nonprofits. Meritam provides an end to end investment solution designed specifically for nonprofit reserves and endowments. We use technology, including proprietary software, to determine the ideal asset allocation for your level of risk, and use index ETFs for the... (continued)
At the heart of Katie Snapp is an animated extrovert, yet at an early age she found herself in a stodgy, male-based job as an electrical engineer. Thus was born a woman looking to make a difference.
Presently Katie speaks nationally and runs Skirt Strategies, training & encouragement for women in non-profit leadership, and speaks nationally. She has just... (continued)
The Heller Fundraising Group helps nonprofits with their fundraising strategies. We are located in Manhattan with clients primarily in New York City and throughout the Northeast. We build teams of consultants to meet the custom needs of each client.
The company is run by Peter Heller who has maintained a successful career over
Paul Konigstein helps nonprofits master finance and accounting. He specializes in making financial concepts understandable to non-financial nonprofit leaders to enable the strategic use of finance to achieve organizational goals.
Paul has twenty five years experience as a controller and Chief Financial Officer at arts, culture, education, and international... (continued)
Sam Frank founded Synthesis Partnership to advise non-profit organizations in strategy, planning and organizational development. The largest share of his practice is devoted strategic planning, but he also works with clients on board governance, change management, facility, program and business planning, and training.
In 2009 he co-founded Nonprofit Webinars and... (continued)