Meet The Team
We’re Fun, Social & Business Savvy.
WHAT I LOVE ABOUT EXEMPLAR |
What I love about being at Exemplar is the shared values among our team, clients, and connectors.
AT EXEMPLAR | Work Smart, Have Fun – See Us At Play |
- Provides regulatory guidance and resolves complex compliance issues for financial services companiesÂ
- Efficiently manages regulatory risk
- Experienced as a commodities broker and mortgage broker
- Performs compliance audits of fixed income trade reporting, fixed income mark-up/mark-down & commissions, large option position reporting, OATs reporting, trade-away process, free deliveries and receives, wire transfers and prime brokerage
- Developing and implementing comprehensive regulatory required testing programs for large broker-dealers, insurance companies and investment advisors
- Revised written supervisory procedures, developed and enhanced: internal controls, surveillance and branch inspection programs.
- Creating new broker-dealers and helping clients with strategic initiatives.Â
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CREDENTIALS
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Bachelor’s of Science- Business Management Fairleigh DickinsonUniversity |
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MORE TEAM MEMBERS


Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.

Katherine Brand
Managing Director, Exemplar Consulting, LLC

Jeffrey Abramczyk
Managing Director, Chief Compliance Officer, & Senior Advisor

Mary Arnold
Head of Law, Exemplar Law, LLC

Andrew J Szabo, CFA
Managing Director, Exemplar Capital, LLC

Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC

Steven R. Monticone
President & Chief Operating Officer, Exemplar Companies, PBC

Jeffery C. Foy, Esq.
Special Counsel – Entertainment, Media, Publishing, Health & Wellness, Exemplar Law, LLC

Fred B. Wilcon, Esq.
Corporate & M&A, Exemplar Law, LLC

Jessica Neihardt
Account Executive, Exemplar Companies, PBC.

Jillian Sommerfeld
Brand Strategist, Exemplar Consulting, LLC

Amy Berliner
Cannabis Market Advisor, Exemplar Consulting, LLC

Mark Chasan, Esq.
Vice President, Exemplar Business

Michael Roberts
Managing Director, Exemplar Tax & Accounting

Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.

Richard Feldman
FINOP, Exemplar Capital, LLC

Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC

Payton Backonen
Marketing and Public Relations Manager, Exemplar Consulting Group, LLC.

Richard Mitchell
Specialty Counsel, Corporate, Transactions, International at Exemplar Law, LLC

Richard Strauss, Esq.
Vice President, Exemplar Law, LLC

Scott Jaffe, Esq.
Special Counsel – Securitization & Corporate, Exemplar Law, LLC

Stefan J. Kasian
N.M.D., Ph.D., Health Tech Strategist/Naturopathic Doctor, Exemplar Wellcare, LLC

Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC

Stephen White
Sr. Managing Director, Exemplar Insurance Services, LLC

Joelle Paul-Cook
Chief Human Capital Officer, Exemplar Companies, PBC

Susan Walker
Paralegal, Exemplar Law, LLC

William Dodge
Fractional COO/CFO, Janitor Exemplar Consulting, LLC

Kathleen Brogan
Vice President of Insurance Services, LLC

Steven Hoffberg
Intellectual Property Counsel, Exemplar Law, LLC

Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC

Roman Vayner
Trademark Counsel, Exemplar Law, LLC

Greg McDonnell
Senior Associate, Exemplar Consulting, LLC

James Velsor
Principal Examiner, Exemplar Consulting, LLC

Keele Taylor
Human Resources Consultant, Exemplar Consulting LLC

Michael Tuohy
Principal Examiner and Consultant, Exemplar Consulting, LLC

Tod O'Connor
Clean Energy Lobbyist

Chris Ashoff
Managing Director, Exemplar Insurance Services, LLC

Ira Bershatsky
Managing Director-Distribution, Exemplar Capital, LLC

Sam Kelly
Registered Representative, Investment Banking, Exemplar Capital LLC