2025 Prosperity Summit

Jim Acosta is an award-winning broadcast journalist, with 25 years of experience in network television news, both at CNN and CBS News. Perhaps best-known for his time as the Chief White House Correspondent for CNN, Acosta has covered six straight presidential elections at the network level. He also served as an anchor and reporter covering some of the biggest news stories of the last 30 years, including Hurricane Katrina, the Iraq War and the aftermath of 9/11. In 2019, Acosta’s New York Times bestselling book, “The Enemy of the People: A Dangerous Time to Tell the Truth in America” was published. That same year his work was recognized by the New York Press Club with its “Truth to Power” Award. Acosta currently resides in the Washington D.C. area and hosts “The Jim Acosta Show” on Substack, YouTube and wherever you get your podcasts.

Stephen Satterfield has spent his career redefining food and beverage as means of organizing, activating and educating. He is the founder of Whetstone, a groundbreaking magazine and media company dedicated to food origins and culture from around the world, as well as HONE Media, a culinary talent agency.

Stephen is the host of the critically acclaimed Netflix docuseries High on the Hog, which won a Peabody Award for Documentary and two NAACP Image Awards for Best Documentary Series. On the show, he puts Black cuisine at the center of American history, offering a fuller picture of the many people, cultures, and events that make up the story of this country. He and his work have been covered in a massive profile in The New Yorker, as well as in The New York Times, The Washington Post, Fast Company, Business Insider, Slate, Harvard Business Review, and many more.

Prior to his career in media, Stephen was a sommelier and social entrepreneur promoting wine as a catalyst for socioeconomic development for Black wine workers in South Africa.

Kellie Wells Brinkley is an accomplished entrepreneur, speaker, and advocate whose journey from the track to the boardroom exemplifies resilience and purpose. A 2012 Olympic Bronze Medalist in the 100-meter hurdles, Kellie has translated the discipline and determination that carried her to the Olympic podium into a successful career in business and leadership.

Holding an MBA, Kellie is deeply committed to empowering individuals and communities through mentorship, economic opportunity, and personal development. She is recognized not only for her athletic achievements but also for her dedication to creating pathways for others to thrive. Whether through her work in philanthropy, motivational speaking, or business consulting, Kellie continues to inspire by showing that overcoming obstacles on and off the track can lead to excellence.

As an Olympian and business leader, Kellie embodies the spirit of perseverance, empowerment, and impact, making her an ideal contributor to the Prosperity Now Conference’s mission of advancing financial security, equity, and opportunity.

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Doug Williams is a Super Bowl–winning quarterback whose most incredible legacy may be the pathways he’s built for others. He co-founded the Black College Football Hall of Fame, preserving HBCU football’s history while elevating its players, coaches, and contributors. blackcollegefootballhof.org Through the Allstate HBCU Legacy Bowl—and its companion Legacy Bowl Career Fair, Williams has expanded exposure for HBCU athletes and connected thousands of students to internships and jobs across industries. He also established, with James “Shack” Harris, the Shack Harris & Doug WilliamsFoundation, which funds after-school programs, mentoring, leadership development, and higher-education access for economically disadvantaged youth.

In recognition of decades of service and volunteerism, Williams received the President’s Lifetime Achievement Award in 2025. His commitment to education is reflected on campus as well. Grambling State announced an endowed scholarship in his honor, celebrating his influence on generations of students.

Sheldon Day is not just a commanding presence on the defensive front for the Washington Commanders, he’s also a bridge to financial empowerment for athletes. As the President of The Players Company, he champions smarter money habits, community investing, and legacy-building for professional sportspeople. With a degree in Business Administration from Notre Dame and nearly a decade of NFL experience, Sheldon’s journey from rookie to leader speaks volumes about resilience, adaptability, and life-after-sports success.

Leadership Beyond the Field: The Players Company

As the co-founder and President of The Players Company, an initiative dedicated to empowering professional athletes with financial education and long-term wealth-building strategies. In a recent podcast appearance, he recounted how his perspective on wealth shifted from flashy purchases to investing in assets, equity, and legacy. The Players Company aims to break the cycle of financial pitfalls many athletes face, emphasizing education, community, and sustainable investing. Additionally, alongside figures like Richard Sherman, Day has been active in helping athletes transition their short‑term earnings into enduring prosperity.

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Jennie Harney-Fleming is a native New Yorker and powerhouse vocalist and has become one of the most respected young artists on the scene by peers and industry professionals alike. In Fall 2016, Jennie made her Broadway debut starring in the lead role of Nettie in the Tony and Grammy award winning musical The Color Purple. In 2017 Jennie joined the Broadway company of the Tony and Pulitzer Prize winning musical Hamilton as the universal Schuyler Sister standby. In 2022, Jennie stepped into the role of Angelica Schuyler on Broadway making her the 2nd replacement in succession on Broadway to play this Tony award winning role.

Some of Ms. Harney-Fleming’s favorite performance credits include Creole Mama in the Signature Theatre production of After Midnight during their 2021 virtual season. The 1st National Tour of Motown The Musical. Dawn, in the film Silent Night in the City, A TSC production. As well as an Off-Broadway run of Pearl, The Musical for which she garnered an AUDELCO Nomination for Best Actress for her portrayal of Pearl Bailey.

Most recently, Jennie had the privilege of originating the role of Lil Hardin Armstrong in A Wonderful World, the Louis Armstrong musical on Broadway.

Cleve Mesidor is Executive Director of Blockchain Foundation. She is also a Forbes Contributor and part of Money20/20's RiseUp network. Previously, she was a Policy Advisor to Blockchain Association, and a Mayoral appointee to the DC Innovation and Tech Inclusion Council. A Washington insider, she served in the Obama Administration and as a senior staffer in Congress.

A web3 expert working in crypto for 8 years, she has been profiled in NPR's Morning Edition, Bloomberg, POLITICO, CNBC, ABC, PBS, NY Times, Washington Post, TIME. She was also featured in the PBS Documentary, “CRYPTO DECODED”, as well as the Coinbase documentary, “COIN: A Founder's Story.” Cleve is a respected industry leader and regularly headlines national tech conferences, including Money20/20, SXSW, CES, and others. On the global stage, she has spoken at Web3 and DeFi forums in Abu Dhabi, Toronto, Amsterdam, Bahamas, Barbados.

Cleve was recognized as a "2024 Inspiring Fintech Female" by NYC Fintech Women. She also co-hosts the annual Blockchain Braintrust Retreat on Martha's Vineyard each August.

Cleve is author of “THE CLEVOLUTION: My Quest for Justice in Politics & Crypto.” She earned a Master of Arts degree from Howard University and started her career in broadcasting at CNN's Washington Bureau.

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With over a decade of experience in innovation and venture capital, Dujon leads the Founders Development Program at Accenture Ventures, where he helps underrepresented entrepreneurs advance and grow their technology businesses through greater, more direct access to venture capital, corporate mentorship, and strategic connections. He leverages his expertise in law, international business, and social networking to create bridges between Global 2000 companies and the startup ecosystem, and to improve the ability of underrepresented communities to create wealth and enable the next generation of innovation.

Dujon is also the founder and CEO of My Block Skin, a mission-driven company that provides innovative and effective SPF solutions for the melanin-rich community. By promoting education, awareness, and access to high-quality sun care products, he aims to redefine the narrative around sun protection and ensure that every individual, regardless of skin tone, can enjoy the sun safely while maintaining healthy and radiant skin. Additionally, he sits on several boards, including those at higher education institutions in the UK and local and national nonprofits, supporting the inclusivity, diversity, and growth of BIPOC entrepreneurs, creatives, and academics. He is passionate about connecting technology, culture, and education within communities and operating at the intersection of his passion and purpose.

Todd Jeffrey (“T.J.”) Duckett is the CEO of Duckett Enterprises, Co-Founder of New World Flood and Co-Owner of Duckett Brothers Facilities Management. He is also the founder of The Student-Athlete Blueprint, a groundbreaking program designed to help student-athletes excel in sports, academics, and life beyond the game.

A native of Kalamazoo, MI, Duckett is a former NFL running back and First-Round draft pick by the Atlanta Falcons, also playing for the Washington Redskins, Detroit Lions, and Seattle Seahawks. Before his professional career, he played college football at Michigan State University, where he studied Communications.

Today, he goes by Todd or The Reignmaker, reflecting his transformation beyond the game. He is a loving husband, father of five, entrepreneur, philanthropist, motivational speaker, and transformation coach on a mission to build a living legacy that creates opportunities for education, leadership, and service.

In 2011, Duckett Enterprises was founded with a vision to create businesses that drive real, positive change in the community while giving back. That same year, he co-founded New World Flood dedicated to empowering youth and adults through education and volunteerism. His entrepreneurial ventures also include The Printing King and District Eleven, each carrying his passion for creativity, leadership, and transformation.

As a dynamic speaker, Todd inspires thousands of teens and adults each year, helping them navigate identity, purpose, and transition with clarity, confidence, and resilience.

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Victor Reinoso is an Entrepreneur in Residence at LearnerStudio, where he supports education ventures aligned with the future of learning. He also serves as an Executive Fellow at Georgetown University’s Thrive Center for Children, Families, and Communities, a cross-sector initiative of Georgetown’s Hospital and its Schools of Medicine, Business, and Public Policy. Victor was most recently the founding Global Director of Education Philanthropy at Amazon, where he launched the company’s first global education strategy and scaled its programs to reach millions of students.

A seasoned entrepreneur, investor and public leader, he has been COO of Independent Sector, founder of Hopscotch Ventures, co-founder of Viska.Bio, and Chair of National Service and Education Policy for Pete Buttigieg’s 2020 presidential campaign. As Deputy Mayor of Washington, D.C., he led the city’s landmark public school reform. He also served as Senior Innovation Advisor to the President of Georgetown University. Victor has served on numerous boards, is a Pahara Fellow and member of the Aspen Global Leadership Network and holds degrees from Georgetown and MIT.

Latresa McLawhorn Ryan is the CEO of Blackbird Strategy Group - a capital markets advisory services firm focused on capital deployment strategies rooted in equity to expand access. With a personal purpose and career focused on creating economic security and sustainable generational wealth, she has more than 20 years of experience as a trusted advisor with a unique ability to make complex ideas compelling by combining critical thinking with practical implementation.

Prior to founding Blackbird Strategy Group, Latresa served as the founding Executive Director of the Atlanta Wealth Building Initiative (AWBI). Before joining AWBI, Latresa held leadership roles in the Foundations and Endowments Specialty Practice at SunTrust Bank, as the Global Vice President of Strategic Partnerships and Development at Operation Hope, and as an attorney serving clients nationally. She began her career as an attorney at Arent Fox, PLLC before opening her own boutique law firm specializing in estate planning, asset protection, and nonprofit law with a concentration on venture capital and private equity firms, athletes, and small business owners.

Latresa serves as a board member and vice chair of the Atlanta Beltline Partnership, an advisory board member and former chair of the Grove Park Foundation, Center for Civic Innovation board member, Georgia Social Impact Collaborative board member, as well as a member of the Greenlight Fund Advisory Council, Emory University Board of Visitors, and The Children's School Board of Trustees.

Latresa also serves as an Economic Opportunity Coalition working group member, participant in Aspen Institute Germany's Transatlantic Townhall Project: Future Cities, Equity in Practice Advisor for New Growth Innovation Network, State of CDFls in Georgia Conference Task Force member, Race and Equity in Philanthropy Group member, and as a graduate of Boston Impact Initiative's Social Impact Fund-Building cohort.

She received her B.S. in Computer Science from Spelman College and is a graduate of the University of North Carolina School of Law.

At Capital One, Shena provides executive leadership across a broad group of capabilities and functions that help enterprise and external stakeholders advance products, policies, and programs that lead to better outcomes for consumers and communities. She oversees teams that span data analytics, survey research, and big data algorithmic modeling to develop insights that are either applied and delivered through community programs, used by enterprise teams to inform their strategies and mission-focused activities, or through broadly published research findings to external audiences through the Capital One Insights Center. She also provides vision, energy, and leadership for the philanthropic programs that Capital One advances through strategic community investments.  

An accomplished leader, educator, consultant, and researcher, Dr. Ashley has been quoted as an expert thought leader on issues related to economic prosperity, consumer financial wellbeing, philanthropy, and charitable giving in several national media outlets and has informed a range of national policy areas with data and insights.

Dr. Ashley holds a Ph.D. in Public Policy from Georgia Tech and Georgia State University, a MPP from the University of Michigan and a Bachelor’s degree from Tennessee State University, a HBCU in Nashville, TN.

Darlene Goins is executive vice president and head of Banking Inclusion Initiative for Wells Fargo. Launched in May 2021, the initiative is Wells Fargo’s commitment to help more people who are unbanked gain access to affordable, mainstream bank accounts, with a focus on removing barriers to financial inclusion for Black and African American, Hispanic and Native American households, which account for more than half of America’s 5.9 million unbanked households. Goins leads the overall strategy and cross-enterprise teams building out programs that support and track the progress of the initiative. Previously, Goins served as head of Financial Health Philanthropy for the Wells Fargo Foundation, responsible for investing Wells Fargo’s resources in national nonprofit programs that open pathways to economic advancement for underserved communities. She led strategic initiatives in collaboration with nonprofits and community stakeholders designed to increase financial inclusion and access, reduce debt, drive savings and wealth-building behavior, and transform systems. Goins joined Wells Fargo in 2016 as head of Hands on Banking®, the company’s award-winning financial education and capability program that has benefitted more than 12 million youth, adults, seniors, military and entrepreneurs. Earlier, Goins was a scores executive at FICO, where she led FICO® Score Open Access, a consumer credit score program that earned accolades from the Obama administration, regulators, and consumer advocacy groups, among others. She also held leadership positions at analytic-based software companies Nomis Solutions, First Data Corporation, and ALI Solutions. A member of Delta Sigma Theta Sorority, Inc., and active community leader, Goins is based in San Francisco and currently serves on the boards of national nonprofits Prosperity Now, the BAI and the American Bankers Association Foundation, where she is vice chair. She also serves as treasurer of the San Francisco Chapter of Jack and Jill of America, Inc., and on the Marin County Priority Setting Committee. Goins was named to Diversity Woman Magazine’s Class of 2023: Elite 100 Black Women Leaders in

Corporate America and as one of San Francisco Business Times Most Influential Women in Bay Area Business in 2022. She earned a bachelor’s degree in electrical engineering and a master’s degree in Engineering-Economic Systems (now the Department of Management Science) from Stanford University.

Roma Kaundal is Head of U.S. Philanthropy at JPMorganChase, overseeing the firm’s corporate philanthropy strategy focused on bringing economic opportunities to communities across the U.S. Prior to this role, Roma served as Deputy Director for Global Philanthropy, leading strategic planning and management operations for the firm’s philanthropic activities. Roma was also an execution lead for Corporate Responsibility’s $2B portion of the firm’s $30B Racial Equity Commitment.
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Before joining JPMorganChase, Roma was the Director of Strategic Initiatives at the Council on Foreign Relations, a leading foreign policy think tank and policy organization. There she spearheaded major launches and initiatives, including a corporate relations function that provided geopolitical risk analysis to Fortune 500 private sector companies. She was a facilitator on taskforces and roundtables focused on U.S. competitiveness and played a leadership role in managing diplomatic relations with foreign delegations and U.S. government officials.

Roma received her BA in public health and economics from the University of Virginia and has a graduate certificate in nonprofit and policy management from the McCourt School of Public Policy at Georgetown University. She is a term member of the Council on Foreign Relations, and a board member of the International Career Advancement Program, a midcareer fellowship initiative that supports underrepresented leaders in international affairs. Roma lives in New York City with her husband and two sons.

Erica Opstad is the Managing Director of Community Affairs and President of the U.S. Bank Foundation. Since joining U.S. Bank in 1998, Erica has been a driving force behind the company’s corporate social responsibility efforts. As a senior leader, she oversees national strategies and programs focused on philanthropic giving, employee volunteerism, disaster response, and civic engagement.

Erica leads a dedicated team of community affairs and engagement professionals across the U.S. Bank enterprise. She considers stewarding this team the most meaningful aspect of her role, as together they champion high-impact community development investments and services that help close the gap between people and possibility.

Prior to her current role, Erica led Community Development and CRA efforts for U.S. Bank’s western states, advancing equitable access to financial resources and economic opportunity.

Erica holds both a bachelor’s degree in English, Public Administration, and Political Science, and a master’s degree in Public Administration from San Diego State University. She also graduated with honors from Pacific Coast Banking School.

Based in San Diego, Erica shares her life with her husband and son. Her commitment to community extends beyond her professional work—she serves on the board of directors for the Greater San Diego Chamber of Commerce. Nationally, she contributes her expertise as a member of the Executive Advisory Board for the Boston College Center for Corporate Citizenship, the board of directors for Prosperity Now, and the Bankers Collaborative Council for the National Community Reinvestment Coalition.

Leigh Phillips is the President and CEO of SaverLife, a national nonprofit using technology and data to improve the financial health of low- to moderate-income households. Over 700,000 low- to moderate-income Americans have joined SaverLife, setting aside almost $1 billion in savings. She previously led the San Francisco Office of Financial Empowerment, where she launched Bank On San Francisco and Kindergarten to College. Leigh co-founded the Cities for Financial Empowerment Coalition, serves on the CFE Fund board, and has held community advisory roles with the FDIC and CFPB. Originally from the UK, she holds degrees from the University of Manchester and lives in the Washington, D.C. area.

Timothy Flacke is Co-Founder and CEO of Commonwealth, the national nonprofit organization that builds financial security and opportunity for people living on low-and-moderate incomes through innovation and partnerships. Serving on the organization’s board of directors since Commonwealth's founding in 2001, brings 30 years of social, public, and private sector experience to his outcome-focused work.

Under Timothy’s leadership, Commonwealth has helped shape the financial services, workplace, and federal tax systems to better serve people living with financial insecurity. Collaborating with leading corporations, policymakers, fintech entrepreneurs, and community advocates–including JPMorgan Chase, Walmart, ADP, BlackRock, Best Buy, Truist Financial, UPS, and more–Timothy and Commonwealth have advanced creative solutions for financial security, helped bring new savings and financial resilience tools to market, and changed enabling federal and state policy.

Before Commonwealth, Tim worked as an independent consultant, author and grant writer in the field of financial empowerment and asset development. He served as a VISTA volunteer in rural Vermont and, earlier in his career, held leadership positions in corporate human resources and risk management for Filene’s Basement, Inc. He holds a Master's in Public Policy from the Kennedy School of Government at Harvard University and a Bachelor of Arts in Philosophy from Boston College.

Melissa Koide is the CEO of FinRegLab, a nonprofit research center that tests new technologies and data and facilitates dialogue to inform public policy and drive the financial sector toward a responsible and inclusive financial marketplace. FinRegLab evaluates how technology and data can be safely used to increase financial inclusion and improve financial services for consumers, small businesses, and communities. FinRegLab’s AI and machine learning research has informed and advanced public policies and market practices on the inclusive and fair use of machine learning algorithms in high-risk, high-reward use cases such as credit underwriting.

Prior to establishing FinRegLab, Melissa served almost five years as the U.S. Treasury Department’s Deputy Assistant Secretary for Consumer Policy. In that role, Melissa led the work to create the agency’s consumer policy positions and research on how banks and nonbanks were leveraging data and technology to improve consumers’ financial access and well-being. Melissa also helped to establish the myRA, a government offered preretirement savings account. She has testified repeatedly before the Senate Banking and House Financial Services Committees and spoken widely to policy, industry, and consumer-advocacy audiences. Melissa currently serves on the New York Fed’s Innovation Council, FINRA’s Fintech Industry Committee, and the New York State Department of Financial Services’ Financial Innovation Advisory Board.

Estuardo Rodríguez is the President and CEO of Intersect Public Affairs, where he specializes in direct lobbying across Capitol Hill, the White House, and federal agencies in key sectors such as financial services, technology, telecommunications, and media. Recognized as a "Top Lobbyist" by The Hill and the National Institute for Lobbying and Ethics, Estuardo has built a robust network of business and civil rights leaders, working to advance public policies that benefit both the public and private sectors.

Throughout his distinguished political career, Estuardo has remained deeply committed to advocating for the Hispanic community. His pivotal work on two presidential campaigns helped elevate the Latino community as a powerful political and economic force. Prior to his role at Intersect, Estuardo served as an attorney at the U.S. Department of Housing and Urban Development under Secretaries Henry Cisneros and Andrew Cuomo. He also worked as an independent political analyst for the U.S. Department of State, providing insight on Latin America and Europe.

Before founding Intersect, Estuardo co-founded Raben, where he helped lead the government affairs and communications practice groups for two decades. During his tenure, the firm expanded from a small DC-based team to a national presence across five states.

A recognized political commentator, Estuardo has appeared on CNN, CNN en Español, NTN 24, Univisión, and Telemundo. His expertise extends beyond politics into philanthropy and civic engagement. He currently serves as president and CEO of Friends of the National Museum of the American Latino, a campaign dedicated to establishing a Smithsonian National Museum of the American Latino on the National Mall. Estuardo spearheaded the successful effort to secure congressional and White House approval for the museum, which was authorized in December 2020. Now, he is focused on ensuring the museum’s construction alongside other iconic institutions on the Mall. Estuardo is also a member of the Council on Foreign Relations and serves on the Advisory Board of the University of Virginia’s Sorensen Institute for Political Leadership.

Shea William Vanderpoort is an award-winning filmmaker and television director whose work spans scripted television, documentaries, and digital storytelling. He began his career with the groundbreaking web series Awkward Black Girl, which evolved into HBO’s Insecure, and has since directed hit shows like Harlem and First Wives Club. Vanderpoort has collaborated with industry leaders Pharrell Williams, Issa Rae, Amy Poehler, Tracy Oliver, and many more. While working with major studios such as Netflix, Amazon, Disney, Marvel, and others, he remains committed to creating narrative-driven content for nonprofits and marginalized communities—amplifying voices that are too often unheard.

Zaire “Coach Z” Calvin is a lifelong Altadena resident, community leader, and coach dedicated to resilience and justice. Through Xtreme Athletics, John Muir High School, and now Oaks Christian School, he has mentored countless young athletes, helping them reach the next level. His influence can be seen in the journeys of Calen Bullock (USC All-American, now with the Houston Texans), John Humphrey (USC/Las Vegas Raiders), and rising star Deshonne Redeaux (Oaks Christian/USC commit).

After the devastating Eaton Fire of 2025 destroyed his home, displaced families, and claimed the life of his sister, Calvin stepped into a new role as the voice of survivors. He founded Altadena Natives Rebuild (ANR) and the Phoenix Rising Program, while also helping to pass key legislation such as AB 851 and SB 663 to protect fire-impacted communities. His mission is clear: to keep Altadena families rooted, rebuild with equity, and ensure the next generation thrives.

Ray Boshara is a Senior Policy Advisor at both WashU’s Center for Social Development and the Aspen Institute Financial Security Program. From 2022-2024, Ray served as a Legislative Fellow with U.S. Senator Bob Casey, where he developed Senator Casey’s 401Kids proposal—which would automatically establish lifelong, progressively funded investment accounts at birth for all children. With Ray’s expertise in early wealth building policy, Ray advised Congress and the Administration on Trump Accounts, signed into law in July of 2025. Previously, Ray was with the St. Louis Fed, New America, and CFED (now Prosperity Now). Ray’s books include The Future of Building Wealth and The Next Progressive Era. His work has been featured in the Washington Post, New York Times, Atlantic Monthly, CBS Sunday Morning, NPR and others, and he has testified before Congress several times. Raised in Akron, Ohio, Ray is a first-gen graduate of The Ohio State University.

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Emily Wielk is a senior policy analyst with BPC’s Human Capital program, where she advises senior leadership on policy and program strategy and helps lead research on economic opportunity, which includes policies related to tax, government benefits, paid family leave, and child care. Her work has been featured in major national media outlets.

She has held various positions within the organization, including prior roles with BPC’s Economic Policy Program where she helped build and launch the organization’s working families policy agenda. Prior to joining BPC, Wielk worked in the offices of Sen. Chris Murphy (D-CT) and Rep. Rosa DeLauro (D-CT).

Wielk is currently pursuing a PhD in public policy and administration with a concentration in social policy from George Washington University. She earned her B.A. in sociology and public policy from Gettysburg College.

As President, Pete Sepp leads the non-profit, non-partisan National Taxpayers Union’s (NTU’s) government affairs, public relations, and development activities. Pete also oversees strategic planning for NTU and its staff, and supervises the research and educational operations of the National Taxpayers Union Foundation (NTUF).

Since beginning his service with NTU in 1988, Pete has written and edited numerous policy papers, informational publications, and activist manuals, as well as studies on topics such as Congressional perquisites, citizen-initiated tax revolts, antitrust and competition regulation, and Pentagon spending. He has testified before Congress on matters ranging from Government-Sponsored Enterprises in lending to Medicare and federal pension reforms, from underground infrastructure to small business taxpayer concerns. He has lectured in the U.S. and abroad on issues such as tax administration reform, and has lobbied on numerous legislative matters including the IRS Restructuring and Reform Act and successor proposals, the Balanced Budget Constitutional Amendment, and the Whistleblower Protection Enhancement Act.

Pete has appeared on every major television network, and regularly provides interviews and commentaries to cable channels such as CNN, CNBC, and the Fox Business. He is a frequent guest on radio programs from coast-to-coast, and has been widely featured in print media, including The New York Times, the Chicago Tribune, U.S. News & World Report, The Washington Post, The Wall Street Journal, USA Today, Forbes, and Money Magazine.

Pete graduated cum laude from Webster University in St. Louis, MO with a degree in History and Political Science. Before coming to NTU, Sepp served with the St. Louis County Board of Elections and with a U.S. Senate campaign.

Jim Park has nearly 35 years of experience in government, business, and the nonprofit sector. He currently serves as the CEO of the Association of Asian American Investment Managers (AAAIM), a leading nonprofit dedicated to advancing Asian American Pacific Islander (AAPI) representation in investment management.

Throughout his career, Park has been a strong advocate for the AAPI community. He is the past Chair of the Asian Pacific American Institute of Congressional Studies (APAICS) and played a key role in founding two major AAPI organizations: the Asian Real Estate Association of America (AREAA) and the National Coalition for Asian Pacific American Community Development (National CAPACD).

In addition to his advocacy work, Park is an accomplished entrepreneur. He co-founded The Mortgage Collaborative (TMC) and helped launch its venture capital fund focused on mortgage technology. He also co-founded New Vista Asset Management, a firm specializing in distressed asset management with a mission to restore homeownership in underserved markets.

Park’s government and policy experience spans over two decades. He began his career as a lobbyist in Washington, D.C., advocating for low-income communities, and later served as a political appointee in the Clinton Administration. He was Vice President at Freddie Mac, where he worked on regulatory and business issues, and served as Chair of the Federal Reserve’s Consumer Advisory Council.

Beyond his work in finance and policy, Park has contributed to various organizations. He was the Chair of the Audit & Finance Committee for the International Centre of Insect Physiology and Ecology (ICIPE) based in Kenya and currently chairs the Program Committee of the Smithsonian Institution’s SITES board, which brings arts and education programming to communities across the U.S. Additionally, Jim served on the board of several organizations dedicated to affordable housing and community development including Low Income Investment Fund (LIIF), Mercy Housing, Asian American for Equality (AAFE) and others.

Marcus L. MartinII is the ChiefExecutive Officer at Homium and Chief Investment Officer at MPact Capital,where he draws on 25+ years of experience in capital markets, financialinnovation, and social impact to expand access to affordable homeownership anddrive ESG-aligned investment. At Homium, he leads place-based initiatives andmission-driven partnerships with foundations, municipalities, nonprofits, andemployers to help first-time buyers, low-income families, and historicallyunderserved communities. At MPact Capital, he oversees investments acrosshousing and renewable energy, advancing inclusive, sustainable outcomes. Hisprior leadership includes launching the Racial Equity Bond program at U.S.Bank, founding Global Oak Capital Markets, and holding senior roles at LehmanBrothers and Merrill Lynch. He holds an economics degree from the University ofVirginia and maintains SEC/FINRA licenses (Series 7, 63, 24, 79).

Niles Xi’an Lichtenstein is the co-founder and CEO of Nestment, a platform helping aspiring buyers access homeownership by modernizing housing counseling and combining data, AI, and human guidance to create conventional and alternative paths to buying a home. After attending Harvard, Niles founded several startups in the mobile technology and B2B SaaS space. During this time, he became passionate about helping friends and family achieve homeownership. As he saw changing demographic and economic trends keeping many people from buying, he realized new paths of homeownership had to be created. Thus, Nestment was born.

In addition to its platform, Nestment is driving structural change by collaborating with policymakers, industry players and government-sponsored enterprises. By bridging this gap, Nestment ensures its solutions meet the needs of homebuyers while creating lasting impact. Nestment is proud to be funded by a community of proptech, blockchain, and mission-driven investors, as well as over 65% of its customers.

As CEO andco-founder of Frolic Community, Tamara Knox enjoys rethinking funding andownership structures in order to expand who can own a home and see a future intheir city. Prior to starting Frolic, she did urban economics and affordablehousing policy consulting and worked as a developer focused on equitableeconomic development. She holds a B.A. in Urban Studies with Honors fromStanford University and a Master in City Planning (MCP) and Master of Sciencein Real Estate Development (MSRED) from MIT.

Brian is co-founder and CEO of Module, a Pittsburgh-based modular housing company whose mission is to bring attainable housing to more people. Trained as an architect, Brian worked in Blue Sky at Walt Disney Imagineering developing new ride concepts for the Disney Parks. At the Gulf Coast Community Design Studio, he worked on affordable housing and community planning in post-Katrina Biloxi, Mississippi. Later, Brian served as a Fulbright Scholar in the Dominican Republic where he conducted research on green infrastructure and disaster resiliency at Pontificia Universidad Católica Madre y Maestra in Santiago. In 2016 Brian co-directed “Within Formal Cities” a feature length documentary about the global housing crisis, which has since screened in over 20 cities worldwide. In addition to his role at Module, Brian serves on several non-profit boards, including Blue Missions, a Miam-based organization focused on providing sustainable access to clean water, and Partner 4 Work, a Pittsburgh-based organization focused on workforce development.

Janis Bowdler is a nationally recognized leader in economic inclusion and equity, with more than two decades of experience spanning government, philanthropy and the nonprofit sector. Most recently, she served as Counselor for Racial Equity at the U.S. Department of the Treasury. In that role, she launched the Office of Diversity, Equity, Inclusion, and Accessibility, established the Treasury Advisory Committee on Racial Equity and oversaw efforts to embed equity considerations into implementation of the American Rescue Plan and Inflation Reduction Act.

Before joining the Treasury Department, Bowdler was president of the JPMorgan Chase & Co. Foundation, overseeing a $2 billion philanthropic portfolio aimed at expanding economic opportunity in more than 35 countries. She also led the firm’s Equity and Inclusion Working Group and collaborated on JPMorgan Chase’s $30 billion commitment to address structural racial inequality within the U.S. economy.

Earlier in her career, Bowdler spent a decade as economic policy director at UnidosUS (formerly National Council of La Raza). She has authored several publications on financial opportunity and economic mobility. Most recently she co-authored Building Equitable Cities: How to Drive Economic Mobility and Regional Growth. She previously served on the boards of Raza Development Fund, the Low Income Investment Fund and Opportunity Agenda.

Bowdler earned a master’s degree in urban policy from Cleveland State University and a bachelor’s degree in interdisciplinary social science from Malone University.

Orson Aguilar is the Founding President and CEO of LatinoProsperity, a national nonprofit dedicated to advancing equitable policies that build wealth within the Latinx community. He envisions a thriving U.S. economy where Latinos can build intergenerational wealth.

A nationally recognized leader in economic justice, Orson brings extensive experience from previous leadership roles as President of the Greenlining Institute, Executive Director at UnidosUS Action Fund, and Senior Director at Oportun. His expertise spans policy development, advocacy, and coalition building for underserved communities.

Growing up in Boyle Heights, Los Angeles, Orson gained a firsthand understanding of challenges facing working-class communities. He serves on multiple governing boards, including The East Los Angeles Community Corporation and Innovate Public Schools, and has held advisory positions with the Federal Reserve of San Francisco, Bank of America, BBVA, JPMorgan Chase, and PG&E.

His contributions have earned recognition from Congress and local government, including a Congressional Record Award and "Orson Aguilar Day" in Oakland. Orson has testified before Congress and is frequently quoted in major media outlets.

Rita Germán is Vice President on the National Community Engagement team with JPMorgan Chase. The Community Engagement team within Corporate Responsibility identifies, develops and maintains authentic and enduring relationships with key stakeholders to shape and influence the firm’s approach to serving clients, customers and communities. In this role, Rita oversees a grant and stakeholder portfolio of national Civil Rights advocacy organizations.  

Prior to joining JPMorgan Chase, Rita served as Director of Community Investing for John Hancock Financial, a life insurance and financial services firm based in Boston, MA. Rita has strong ties to the non-profit sector, having worked for United Way of Massachusetts Bay & Merrimack Valley for close to a decade and currently serves on the non-profit boards of The Community Builders, More Than Words, The Boston Foundation’s Latino Equity Fund and Boston Women’s Fund. Rita lives in Washington, D.C. and is a graduate of Boston University with a Bachelor’s in Communications and is a proud daughter of Dominican immigrants.

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Marlene Orozco's deep subject-matter expertise includes a decade of research experience on reducing systems-level bias facing people of color, women, and other historically underrepresented groups in entrepreneurship, finance, and the digital economy. As a mixed methods researcher by training, Dr. Orozco has qualitative, in-depth research experience coupled with expertise in big data, multivariate analysis, and large-scale survey design.

Dr. Orozco has co-authored an academic volume, Advancing U.S. Latino Entrepreneurship (Purdue University Press, 2020), written academic publications in peer-reviewed journals like Small Business Economics, Social Science Quarterly, and Qualitative Sociology, and authored several industry reports and research briefs. A well-recognized scholar, Dr. Orozco’s research has been featured in over 100 media outlets (Bloomberg, Forbes, MarketWatch, etc.) and she has been named Silicon Valley Business Journal’s “40 Under 40: Top Young Professionals.”

In 2019, Dr. Orozco founded Stratified Insights, LLC, a research consulting firm that provides academic grade research solutions to organizations from research planning and design, data collection and analysis, to reports and presentations, tailor-made for key stakeholders. Dr. Orozco formerly served as Associate Director on entrepreneurship research initiatives at Stanford Graduate School of Business and led Global Policy Research at Meta.

Dr. Orozco received a BA degree in sociology with honors from Stanford University, a Master’s degree in education policy and management from Harvard University, and a PhD degree in sociology with a focus in entrepreneurship from Stanford University.

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Tonantzin Carmona is a Fellow at the Brookings Institution, focused on wealth and inequality, financial and emerging technologies, and state and local policy implementation. She previously served as Special Assistant to the President for Economic Policy at the White House National Economic Council (NEC), as well as Senior Advisor at the Department of Treasury’s Inflation Reduction Act (IRA) Implementation Office.

She has been featured in The Financial Times, Barron’s, Bloomberg, The Washington Post, Los Angeles Times, CNN, Politico, Axios, Fortune, Associated Press, NPR Marketplace, Quartz, TechCrunch, Tech Monitor, and Crain’s Chicago Business.

Carmona’s professional background spans roles in public policy, communications, politics, and philanthropy. She championed federal policies as the Illinois political director for the 2020 presidential campaign of Sen. Elizabeth Warren (D-Mass.) and as Sen. Warren’s deputy press secretary on Capitol Hill. At the local level, Carmona spearheaded several citywide initiatives at the City of Chicago.

Carmona holds an MPA from the Harvard Kennedy School of Government and a BA in political science from Northwestern University.

Sabrina Terry, Chief of Strategic Programs and Development at NCRC, is an advocate for social justice with a focus on racial wealth equity, immigrant integration, and environmental justice. She leads partnership development with corporations, government agencies, and financial institutions to expand community investments that reflect the visions of local leaders. She also oversees the creation of resources that strengthen the capacity and agency of BIPOC communities.

Sabrina’s expertise includes strategic planning, program development, donor engagement, and grant administration. Sabrina holds a Master of Science in Urban Planning and a Bachelor of Arts in Political Science and has been a dedicated advocate for social justice since adolescence.

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Marisa Calderon is the President & CEO of Prosperity Now, a national organization headquartered in Washington, D.C., dedicated to inspiring bold action and equipping organizations with the tools, research, and resources needed to help people build prosperity so everyone can thrive.

Calderon, an experienced executive who is regularly recognized, awarded, and cited nationwide for her expertise in the housing and financial services industries, most recently served as the executive director at the NCRC Community Development Fund (NCRC CDF) and as chief of community finance and mobility at the NCRC CDF’s parent company, the National Community Reinvestment Coalition (NCRC).

Calderon’s expertise spans more than 20 years across the private and non-profit sectors focused on economic development and equity. At NCRC, Calderon focused on advancing economic mobility for communities impacted by systemic inequality and disinvestment. Under her leadership, NCRC CDF had capital at work in 20 cities across the country developing affordable homeownership inventory and deployed $175 million in pandemic relief funding in Illinois alone.

Before joining NCRC, Calderon was executive director for nearly a decade at the National Association of Hispanic Real Estate Professionals (NAHREP), the largest minority and real estate trade association in the country. Calderon held prior roles in the financial services industry, most recently at Citi, and has experience in the public service sector including as a congressional candidate.

A native Spanish speaker and granddaughter of braceros, Calderon received her BA in Anthropology from the University of California at Berkeley and serves on several boards and board committees including Working Solutions, Alinement Initiative and Champions Funding.

Chrissi Johnson is the Chief Strategy and Innovation Officer at Prosperity Now, where she leads enterprise-wide strategies that strengthen economic opportunity and financial stability. She brings nearly two decades of experience across government, corporate, and nonprofit sectors, with expertise in public affairs, policy development, and strategic engagement.

Chrissi’s career spans leadership roles at Rocket Companies, the Consumer Financial Protection Bureau, and on Capitol Hill with Senators Elizabeth Warren and Al Franken. She also served on the Obama 2008 campaign and Presidential Transition Team. Her experience gives her a unique perspective at the intersection of consumer protection, financial services, and cross-sector collaboration.

In addition to her role at Prosperity Now, Chrissi is the founder of Alinement Advisors and The Alinement Initiative, and co-host of the REalinement Retreat, initiatives that convene leaders to align housing policy, real estate technology, and community-centered solutions. She has served on multiple national boards and advisory councils focused on housing, mortgage finance, and community reinvestment.

Dave Uejio is a distinguished leader in fair and affordable housing and consumer protection, known for his impactful tenure in executive roles at the Consumer Financial Protection Bureau (CFPB), including as Acting Director. Throughout his career, Uejio has consistently championed policies and initiatives designed to safeguard vulnerable consumers and expand access to housing opportunities. He is also a well respected expert in organizational strategy, operations, and performance. His leadership is marked by a deep commitment to ensuring financial markets are fair, transparent, and accountable, underpinning his reputation as a key advocate for economic justice and consumer well-being.

Robin McKinney is Co-Founder and CEO of the CASH Campaign of Maryland, a nonprofit that improves the financial security of low-to-moderate income Marylanders. The CASH Campaign of Maryland is the result of a recent merger between the Baltimore CASH Campaign and the Maryland CASH Campaign. CASH and its statewide network of partners annually prepares 25,000 free tax returns, bringing in $30 million in tax refunds to low-income taxpayers, provides free financial education and coaching to over 7,000 residents, and conducts advocacy on state and federal policies. For the past two decades, Robin has worked in the field of asset building, engaging in fundraising, advocacy, and program and coalition management, including for the Annie E. Casey Foundation and East Harbor CDC. She has a BSW from Elizabethtown College and a MSW from the University of Maryland, Baltimore School of Social Work, where she co-founded the Financial Social Work Initiative and is currently an Adjunct Professor. Robin is a board member of Prosperity Now and a member of Maryland’s Financial Education and Capability Commission.

Courtney Howard Hodapp is Head of Community Engagement for Corporate Responsibility at JPMorgan Chase. Grounded in the belief that the strength of our business is linked to the vitality of our communities, JPMorgan Chase strives to help advance inclusive economic growth and more resilient financial systems in the communities we serve around the world. Courtney manages the team responsible for building and maintaining authentic and enduring relationships with key stakeholders across the United States to shape and influence the firm’s ability to understand, address and respond to clients, customers and communities.

Courtney has held several leadership roles at JPMorgan Chasejam, including Head of National Public Engagement and Program Officer for Global Philanthropy in Ohio and Minnesota. Prior to joining the firm in 2013, she served as Philanthropy & Community Affairs Manager for Battelle, the world’s largest nonprofit research and development organization. In addition, she is a member of a number of nonprofit boards focused on economic and social mobility, including Prosperity Now and FinRegLab.

Courtney received a B.A. in History from Trinity College in Hartford, Connecticut and an M.S. in Journalism from Ohio University’s Scripps School of Communication.

Marla Bilonick serves as President and CEO of NALCAB. She is a seasoned leader in economic and community development with over 25 years of experience in small business development and community-based financial services, with a focus on driving and uplifting the contributions of the U.S. Latino population to the overall economy.

At NALCAB, she has led the organization through a period of exponential growth. Under her tenure, NALCAB's membership has almost doubled, and the network's coverage now spans every state in the nation as well as the District of Columbia and Puerto Rico. The organization has also achieved significant gains in overall revenue and net asset growth. In addition, NALCAB's staff has expanded to support the needs of its growing network of economic development practitioners.

Prior to joining NALCAB, Marla served as Executive Director of the Latino Economic Development Center (LEDC) in Washington, DC, where she helped propel the local economy through programs that advanced the economic and social mobility of low- to moderate-income Latinos. From 2016 to 2020, she also served as a member of NALCAB’s Board of Directors.

In 2021, Marla was appointed Chair of the U.S. Department of the Treasury’s Community Development Financial Institutions (CDFI) Fund Community Development Advisory Board, for which she is currently serving a second term. She also serves in an advisory capacity to the Federal Deposit Insurance Corporation (FDIC).

Earlier in her career, Marla worked in the private sector, leading economic development initiatives in Latin America. She also served as the Director of Seedco’s Upper Manhattan Business Solutions Center in Harlem, a public-private initiative supporting small businesses with access to capital and consulting services. Additionally, she helped lead Seedco’s long-term small business recovery strategy following the September 11, 2001, attacks.

She is a former Aspen Institute Emerging Leaders in Microbusiness (ELM2) Fellow and a graduate of the Citi/Opportunity Finance Network (OFN) Leadership Program at The Wharton School of the University of Pennsylvania. She currently serves on the Community Advisory Councils for Capital One, PNC Bank, and TD Bank, and has advised Wells Fargo’s regional Where We Live initiative. In 2015, she was named a Community Champion by Capital One Bank for the Washington, DC metropolitan area.

Marla holds a Bachelor of Arts from the University of Wisconsin–Madison and a Master of Arts from the Johns Hopkins University School of Advanced International Studies (SAIS).

Alberto Ferreras is an author, filmmaker, and creative communications expert whose career spans multiple platforms, languages, and formats. He has written award-winning novels, plays, and screenplays, created documentary series for network television, and developed video installations for the Smithsonian Institution. Additionally, he has developed content and advertising campaigns for leading companies, including MTV, HBO, Televisa, Univision, Verizon, Toyota, AARP, and GSK, among others.

Jacob Murrell is a professional soccer player and rising community leader based in the Washington, D.C. region. Born and raised in Forest Hill, Maryland, Murrell rose to prominence in high school, where he was named the Gatorade National Boys Soccer Player of the Year — before going on to star at Georgetown University.

In 2024, Murrell was selected 7th overall in the MLS SuperDraft by D.C. United, signing a multi-year contract and choosing to remain in his hometown community.  

Off the field, Murrell actively engages in community initiatives across the region. He partners with D.C. United’s youth outreach and inclusion programs, for example, participating in adaptive clinics hosted in conjunction with So Kids SOAR, where he interacts with young athletes, promotes inclusion in sports, and reinforces that every child belongs. Through these efforts, he strives to reinvest in his community by offering visibility, motivation, and hands-on support to youth, particularly those who are traditionally underserved.

Sarah Bainton Kahn leads the National Community Engagement team for JPMorgan Chase. In this role she manages a team responsible for building and maintaining relationships with national nonprofit stakeholders that are critical to shaping and influencing the firm’s reputation and ability to understand and address concerns impacting  customers and communities. Sarah has also worked in the firm’s Commercial Bank, where she supported the strategy team on social impact initiatives.

Before her current role at JPMorgan Chase,  Sarah was the Managing Director of Programs for Living Cities, a collaborative of philanthropic foundations and financial institutions committed to building an inclusive economy and closing the racial wealth gap. In this role, she led all programmatic activities for the organization and was a member of the Executive Leadership Team.

Sarah previously worked at the Consumer Financial Protection Bureau (CFPB), where she helped start the Office of Financial Empowerment. Additionally, she managed financial stability strategy at Goodwill Industries International, worked at the National League of Cities, and served on U.S. Senator Jack Reed’s (D-RI) legislative staff.

Sarah holds undergraduate degrees in Sociology and Spanish from Villanova University and two master’s degrees from the University of Pennsylvania in Policy and in Social Work. She lives in Washington, DC with her husband and two sons.

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Jackson S. Brossy is an experienced professional specializing in access to capital, economic development, and government contracting for Native American Tribes and entities and serves as Vice President, Native American Financial Services at Huntington Bank. Mr. Brossy previously served as Assistant Administrator for the Office of Native American Affairs, at the U.S. Small Business Administration. Before SBA, Mr. Brossy served as executive director for the Native CDFI Network as well as the Navajo Nation Washington Office. Mr. Brossy also serves on the boards of Change Labs and the Native American Agriculture Fund.

He is an enrolled member of the Navajo Nation and holds degrees from Stanford and Harvard University.

Bea Stotzer is an accomplished business woman, social entrepreneur and visionary leader who has been a pioneer in economic development/asset building field. As the CEO of NEWCapital, she manages multi-million dollar portfolios of affordable housing, business and economic development. She is a passionate leader who combines her business acumen with her commitment to creating communities that allow underserved Latino families to thrive.  

New Economics for Women, a Latina economic development non-profit, was established through Bea’s adeptness at navigating financial products, leveraging an initial $97,000 grant into more than $280 million in investments, developed 1800 units of single and multi-family affordable housing in low-income communities throughout Southern California regions and Denver, Colorado, and created business incubators and small business loan funds. Her vision extends beyond a built environment to the development of asset building programs like the first matched-savings programs – Individual Development Accounts – in the country to help grow and protect family’s assets. She is now spearheading the development of the Latina Wealth Index to measure wealth among immigrant Latina entrepreneurs.  

An astute strategist, Bea is a sought-after national thought leader on domestic economic Policy. She serves as a strategic advisor and executive board member for national non-profits, foundations, and corporations. Her leadership skills and executive experience have been invaluable to setting the vision for several women owned companies and national non-profits. She serves as an advisory board member for Bank of California and JP Morgan Chase, and has served on a number of national boards including the National Association for Latino Community Asset Builders (NALCAB), Women’s Policy Inc., and the Insight Center for Community Economic Development.

As Treasurer of the National Council of La Raza (NCLR) Board of Directors, she has partnered with the CEO and CFO to deliver the strongest balance sheet for NCLR in 15 years. In addition, she was chosen by her peers to lead a Special Committee to review program risks, and maximize assets performance. She also chairs the Finance Committee, directing the implementation of NCLR’s investment portfolio, which has exceeded all benchmarks.  

Fannie Mae named Bea one of its national James A. Johnson Community Fellows for her significant contribution to providing decent and affordable housing, education and consumer services in urban neighborhoods. She has received numerous awards including recognition from two California Governors and three Mayors from the City of Los Angeles. With over 25 years of experience, she has been recognized and served as a trusted advisor to the Clinton Administration, Mayor of Los Angeles, the Aspen Institute, the Ford Foundation, and a host of local government, private and independent sector organizations.  

A lifelong advocate for economic opportunities for vulnerable women and families, Bea is resolute about increasing the role of women as leaders within the finance sector. When Bea is not helping organizations grow so they can provide a voice for the communities they serve, she enjoys spending time with her family and friends.

Garnesha Ezediaro is the lead of Bloomberg Philanthropies’ Greenwood Initiative - an effort to increase intergenerational Black wealth and address systemic underinvestment in Black communities. Garnesha is a proven leader with over a decade of experience serving as a catalyst for individual, community, and organizational growth. With a dedicated passion for transformation, Garnesha has worked across the public, private, and philanthropic sectors to design experiences, programs and content that inspires mission-focused, human-led innovation. 

Garnesha returned to Bloomberg Philanthropies after serving as National Director for Black Outreach for the Mike for Black America Campaign. Prior to the campaign Garnesha worked in the media and technology sector where she served in Global Leadership Development Programs at Verizon Media - partnering with a dynamic team to deliver trainings and targeted development programs for over 11,000 employees globally. Her years of public service also include serving in strategic communications for the Government Innovation portfolio at Bloomberg Philanthropies, a unique program to support mayors and other city leaders in strengthening local governments around the world. Garnesha also served as Communications Director and spokesperson for New Orleans Mayor Mitch Landrieu and as Director of Marketing at Brick City Development Corporation in Newark, NJ under the leadership of former Mayor Cory Booker. 

Garnesha received a Bachelor of Arts from American University with a double undergraduate major in Public Communication and Interdisciplinary Studies: Communications, Law, Economics and Government. Garnesha also studied at New York University’s Wagner Graduate School of Public Service in Public and Nonprofit Management and holds a Certificate of Public Performance Management from Rutgers University-Newark. 

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Joseph F. Nery is a Partner and one of two founders of Nery & Richardson, LLC. He is a world-class attorney with a plethora of experience in a range of legal specialties. He provides his legal expertise to all of the individuals and businesses who come to the firm for assistance. 

Mr. Nery, as one of the principal legal minds at Nery & Richardson, handles all manner of legal matters for clients in the Chicago area. This includes his specialties in residential and commercial real estate law, estate planning law, bankruptcy law, general business law, and litigation. Graduating with a law degree from the Hofstra University School of Law in 1998, Mr. Nery brings decades of legal experience with matters just like yours to the details of your case to ensure you get sound advice and a proven strategy to deliver the victory you’re looking for. 

All clients who come to Nery & Richardson gain the benefit of Mr. Nery’s tremendous legal knowledge and experience handling matters that relate directly to their own. No other attorney can match his tireless advocacy or his relentless pursuit of his clients’ interests. Joseph F. Nery is the lawyer you want on your side – no matter what you’re facing and no matter who the opposition has on their team.