Meet our experts
Our expert speakers will share practical guidance and real-world examples to help you feel more confident about managing money today and planning for what’s next.
Chief Executive Officer, RPB
About Michael
Before being named as RPB’s chief executive officer in 2019, Michael was its executive director since 2015, leading “the best team one could ever hope for.” Michael has overseen the addition of a number of new programs and features, including: self-directed funds, the Reform Jewish Values Stock Fund, and daily fund valuation; a new, full-scale branding and communications program; and the redesign and launch of a new online portal for employers.
The Reform Movement has been Michael’s professional home since 2005, during which time he held executive positions with Union for Reform Judaism and Congregation Rodeph Sholom in New York City. Prior to 2005, Michael worked in the for-profit sector in finance and management consulting at firms that include Ernst & Young and Arthur Andersen. He holds an MBA from NYU’s Stern School of Business and a BS from the University at Albany. He lives in the New York area with his wonderful wife and two incredible daughters.
Director of Participant & Employer Services, RPB
646-884-9890 rperry@rpb.org
About Robert
Robert joined RPB in 2016 as Director of Participant and Employer Services. Prior to that, he was the Director of Investor Relations and Fund Marketing for Thomas, McNerney & Partners, a healthcare venture firm focused on investing in life science and medical technology companies. Before joining TMP, Robert was a Director in the Alternative Investments group/Asset Management division of Credit Suisse AG and head of investor relations for private equity, which included DLJ Merchant Banking Partners and DLJ Investment Partners, as well as other regional and sector-focused fund groups. Before joining Credit Suisse in 2008, Robert spent nine years with Apax Partners, a global private equity firm with more than $40 billion under management, as the Director of Investor Relations and Information Management for all US funds. He received a B.S. in Economics from Allegheny College and a J.D. from Temple University School of Law in Philadelphia, Pennsylvania where he began his career as a practicing attorney for over 12 years.
Chief Marketing Officer, RPB
About Stephanie
Stephanie is responsible for RPB’s participant and employer communications and educational programs. She has led the development of a dynamic new branding and communications program to better serve our plan participants and their employers.
Before joining RPB in 2016, Stephanie was the Director of Marketing at B’nai Jeshurun. Prior to that, she worked extensively in marketing and communications for many financial services firms, including UBS, Charles Schwab, and JPMorgan Chase. Stephanie is an adjunct professor at Adelphi University, where she teaches undergraduate- and graduate-level courses in marketing and business. She holds an MBA and Financial Planning certification from Adelphi University, a Non-Profit Management and Communications Certification from CUNY Graduate Center, and a BA in Russian language and literature from the University of Maryland.