Rick serves as the Chief Executive Officer of Clarfeld | Citizens Private Wealth, overseeing all aspects of the business, including investment management, comprehensive estate and financial planning, tax planning and compliance, insurance and asset protection, concierge family office services, trust advisory as well as traditional

Diana spent her career in insurance, most recently working for Aon as Executive Vice President heading up its online travel insurance division. She has since served on a number of not-for-profit boards in leadership roles, including the Hackley School Parent Association and Community Synagogue of

Lata K. McGinn, PhD is a clinical psychologist, is co-founder of Cognitive and Behavioral Consultants (CBC), an evidence-based treatment and training center and is a tenured Professor of Psychology and Director of the CBT training program at the Ferkauf Graduate School of Psychology, Yeshiva University.

Dr. Alec Miller is President of the Access Psychology Foundation, Co-Founder of Cognitive and Behavioral Consultants, based in White Plains and Manhattan, and Clinical Professor of Psychiatry and Behavioral Sciences at Montefiore Medical Center/Albert Einstein College of Medicine, in Bronx, NY. Dr. Miller is internationally