Signature Grand – Davie, FL
We’re back and we’re in-person! Join us Thursday, February 24th, as we bring you experts and industry leaders on a wide range of topics. This year’s theme is, “Building Florida’s Just Economy One Vote One Dollar at A Time”. Get ready to engage, ask questions, and learn how you can work towards solving local community issues.
Tickets are now on sale, and planning is officially underway for SUMMIT22! We’re excited to announce #CRASFSummit22 will be emceed by Jeanine Suah.
Confirmed breakouts include:
- Building Youth Commitment in Our Communities
- Small Business Panel: Resources, Succession Planning, Venture Capital, Preparing for Government Programs, Pandemic Recovery
- Grants: Accessing Dollars, Foundations, Government, Financial Institutions & Reporting
- Building Generational Wealth: Investments, Company Benefits, Insurance, Wills
We can’t wait to connect, network and see you all again!
Day-of Events Schedule & Workshop Details: Coming soon
Tickets: $75: Nov. 15, Early Bird Tickets$100: Jan. 10, General Tickets
Breakfast and lunch included. Free onsite parking.
** There will be two workshops in the morning, and two in the afternoon. Participants will be able to move freely from room to room. Check back for an updated list divided by morning and afternoon sessions.
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Meet our guest speakers and panelists!
Keenya Robertson has dedicated her professional career to advocating for fair housing and other civil rights. She is President & CEO of Housing Opportunities Project for Excellence, Inc. (HOPE), a 34-year-old, private, Florida non-profit fair housing organization whose mission is to fight housing discrimination in Miami-Dade and Broward Counties and to promote equal housing opportunities throughout Florida. Under her leadership, which began January 2007, the agency has been instrumental in the recovery of approximately $4 million dollars in the settlement of housing discrimination cases. She currently serves as Chairperson of the Board of Directors of the National Fair Housing Alliance, a consortium of more than 220 private, non-profit fair housing organizations, state and local civil rights agencies, and individuals from throughout the United States. Mrs. Robertson has testified before the United States Congress, the United Nations Special Rapporteur on Racism, and the National Commission on Fair Housing and & Equal Opportunity and made guest appearances as a fair housing expert on MSNBC, local news stations, and local television programs as a fair housing expert.
From 1998 to 2007, Mrs. Robertson served as HOPE’s Vice President of Fair Housing Programs, overseeing all education, outreach, and enforcement activities conducted by the organization. She developed the curriculum for and taught a Fair Housing & Fair Lending course at Miami-Dade College, as part of Fannie Mae’s Mortgage Finance Program. Prior to her tenure at HOPE, Mrs. Robertson was a Staff Attorney for the Georgia Advocacy Office’s Protection and Advocacy for Individual Rights (PAIR) Program where she represented the interests of persons with disabilities in guardianship, housing, employment, public accommodation, and entitlement issues. She also worked for Metro Fair Housing Services, Inc. in Atlanta as the Project Director & Attorney for their Southern Regional Fair Housing Organizing Project that resulted in the creation of four new private enforcement programs in previously underserved areas of Arkansas, Mississippi, and Georgia.
Mrs. Robertson is a graduate of Florida State University and the Louisiana State University Law School.
Matthew is vice president and chief operating officer at The Carrie Meek Foundation, the private philanthropic foundation advancing Congresswoman Meek’s legacy to build civically engaged, well-resourced and resilient communities. In the new role, Matthew creates and implements a strategic agenda to fulfil the Foundation’s mission: improve the lives of Miami-Dade County residents through Education, Housing, Health, and Economic Development, with a focus on Black, Brown and underserved communities. He was previously the senior director of communications and engagement at The Miami Foundation, where he helped lead the launch and development of Give Miami Day, one of the largest charitable giving events in the Southeast U.S.
A native Miamian, Matthew attended The Cushman School, where he now serves on the board of trustees, Ransom Everglades School, and earned his B.S. in management and M.B.A. in marketing at Florida A&M University. He was named one of South Florida’s 40 Under 40 Black Leaders of Tomorrow by Legacy magazine of the Miami Herald and included in the Best of Miami: Unsung Heroes by Miami Today. Matthew was also selected to Class V and the Board of Governors for Leadership Florida Connect, the premier statewide program for educating, engaging and inspiring Florida’s top emerging leaders.
Building Youth Commitment in Our Communities:
Monique “Coach Mo” Corker, serves as the External Affairs Market Manager for the Florida market with Comerica Bank. In her role, Corker oversees the community development needs for the Florida market which include Broward, Collier and Palm Beach county. This includes making investments, providing financial literacy education and coordinating community service opportunities both internally and externally to support the community’s needs. Corker leads the financial education opportunities both personal and business in the communities we serve specifically focusing on providing resources in low-to-moderate income communities. Corker is responsible for fostering a positive community outreach relationship within her market to “Raise Expectations of what a bank can be”. Corker has over 20+ years of experience in the mortgage, banking and community/nonprofit industry.
Corker’s civic and community involvement includes her serving on the board of directors for The Urban League of Palm Beach County, Aging and Disability Resource Center of Broward County, Handling Risky Business, Girl Bee You, Ascendus, Suits for Seniors, JA of South Florida and the TED center (Center for Technology, Enterprise and Development).
Corker is the founder of Girl Bee You, an empowerment program helping girls reach their greatest version of themselves by “Being You Because Everyone Else is Taken”. Educational workshops and clubs are delivered to girls to provide them with empowerment, economic and educational life skills.
Honors and recognitions:
Certified Life Coach 2021 from IAP Career College
Certified financial education instructor from the National Financial Educators Council as of 2019
Young Voices Money Matters Youth Forum 2021 from Broward County Public Schools
Certified through FDIC Money Smart Programs
Corker is a graduate from Santa Fe College with her Bachelor Of Science in Interdisciplinary Studies and her Masters in Marketing from Florida International University. Mo Corker is the wife of Derrick Corker and has a son and daughter, Devon & Destiny Corker ages 21 and 15 respectively.
Dr. Ciara L. Bostick
Dr. Ciara L. Bostick is as a motivational speaker, professor, author, and a leadership trainer, specializing in millennial leadership and professional development. Her charismatic and interactive approach allows her to strategically impact audiences and corporations allowing them to unleash their personal power to dominate personally and professionally.
Over the course of her professional career, Dr. Ciara has received numerous awards and has been recognized by local and national government officials, including Florida Governor Rick Scott and President Obama in 2014. She has also been nominated for several awards including honored by Disney for her outstanding community service efforts. In 2011, she was a nominee for South Florida’s “Power 30 Under 30” Award. In 2016, she was named “Woman of Distinction” for the City of Lauderhill and also given a Proclamation from the Mayor of her hometown of Fort Lauderdale, deeming March 15, 2016, “Dr. Ciara L. Bostick Day”.
In 2009, Ciara established a nonprofit organization, God’s Gift, Inc., whose mission is providing a healthy environment for girls ages 7-17, by offering mentoring programs and college preparation. Dr. Ciara has partnered with Broward County Parks & Recreation to create afterschool programs, summer camps, and two nightly teen programs for at-risk children and teenagers in disadvantaged areas in South Florida. Sample programs include: #FightBack, a self-defense class for girls during Domestic Violence Awareness Month, a host of back-to-school drives for elementary schools in Broward County, and a county-wide “Girls Day Out” event. She has started a scholarship fund for graduating high school senior female girls in own county, Broward County. Dr. Ciara has established chapters of God’s Gift, Inc. in Uganda, Tanzania, and Kenya.
Dr. Ciara currently holds a Bachelors degree in Communications from Florida Atlantic University with a minor in Sociology, a Masters degree in Leadership, and a Doctorate degree from Nova Southeastern University. Dr. Ciara is also proud member of Alpha Kappa Alpha Sorority, Inc.
She is also the author of, “Welcome To Womanhood: A Pre-Teen Survival Guide”, which was released February 2016. It ranked #12 on Amazon for several weeks since being released.
Dr. Ciara promotes young ladies living their purpose, fulfilling God’s destiny, and shining bright through good deeds. As a mentor and motivational speaker, one of her ultimate goals in life is to the spread the message of self-worth to girls nationwide. Dr. Ciara believes that if you educate a girl, you educate a wife. When you educate a wife, you educate a mother- which eventually leads to educating a family.
A creative community outreach champion and a passionate communicator, Elysa Delcorto is the Director of Community Engagement at The Allapattah Collaborative, CDC. The Collaborative works to implement placemaking techniques to foster identity, support wealth-building strategies for marginalized communities of color, and advocate for policies and procedures that support equitable, comprehensive, and sustainable community development.
In 2021 she helped create and launch The Allapattah Collaborative’s Community Fellows Program, which aims to inspire, train and support young Allapattah residents (aged 17 to 25) in advocating for their neighborhood. The program hosted classes in the Spring & Fall of 2021, and each impacted the Allapattah community through their respective Activation Projects (#SaveTheAllapattahLibrary and #SaferTogether Allapattah).
A graduate of the University of Miami’s School of Communications, Ely pursued and completed a Master’s in Journalism at the University of Maryland’s Philip Merrill College of Journalism. She also has a Master’s in Business Administration from Florida International University’s Chapman Graduate School of Business. In addition, she is a certified Yellow Belt in the Lean Six-Sigma process improvement program.
Huguette St. Hubert was born and raised in Haiti and prides herself in the advocacy of self-growth, altruism, leadership, and education.
She is a sophomore at Florida Atlantic University, majoring in Health Sciences with the goal of becoming a physician assistant. She currently holds several leadership positions such as Vice-president of Girls who Code, Kelly/Strul scholar and ambassador at FAU, board member of Mentoring Tomorrow’s Leaders Association, youth ambassador at Junior Achievement of south Florida.
Huguette currently serves as the administrative assistant intern at South Florida Tech Hub, a vibrant non-profit membership association continually Building South Florida’s Tech Hub.
In addition, Huguette graduated from Stranahan High school with several recognitions such as top ten percent of her class, medical magnet distinction, and Outstanding senior leader.
Lastly, Huguette enjoys reading and love to explore new cuisines.
Small Business Panel: Resources, Succession Planning, Venture Capital, Preparing for Government Programs, Pandemic Recovery
Joyce Odongo, Moderator
Joyce Odongo is the Florida and North Carolina Community Development Officer for Bank OZK. In her role, she develops, manages, and maintains the bank’s community development programs in the various communities while managing a Community Development Manager in the Georgia market. Recently, she was the Vice President, Senior Community Development Consultant at Wells Fargo for the Central Florida Region. Where she represented the company in community and economic development activities. In her role, she established and maintained relationships with community organizations, such as activist groups, community agencies, nonprofits, and minority organizations. She has more than 20 year’s experience in both the corporate and not for profit industries. She has been instrumental in developing key relationships within the community, managing philanthropic efforts, addressing the needs of low and moderate income families and providing financial education seminars. Prior to the financial industry she worked as a Community Relations Manager in Detroit focused on community advocacy for affordable housing, senior programing, small business and neighborhood revitalization efforts. She has a Bachelor’s Degree in Corporate Finance from Wayne State University and a Master’s Degree from the University of Pittsburgh in Public and International Affairs with a specialization in Economic and Social Development and Certificate in Managing Not for Profit Organizations. She is passionate about her community and currently serves on the following boards: Chair, City of Orlando Affordable Housing Advisory Commission, Board Secretary, the Black Business Investment Fund, UNCF Advisory Council, the Orlando Real Estate Foundation Board and Community Consumer Credit Counseling Service MD. During her free time she enjoys her family, traveling, reading books and listening to music.
Jeanine is a go-giving entrepreneur, and sociolinguist turned techie. Born to Jamaican parents, she prides herself on being a global citizen who speaks three languages, dances salsa and samba, and has shared meals with strangers in nearly 20 countries. Known as a super-connector, Jeanine lives by the credo, “Always give more in value than you receive in payment,” and trusts that genuine relationship-building and resilience are the keys to success.
On a personal mission to increase access to capital for underestimated founders by demystifying VC, Jeanine has impacted over 4,000 entrepreneurs in the last two years, and has been featured in Nasdaq, Business Insider, Cheddar TV, NBC, the Miami Herald, and on the cover of Entrepreneur Magazine.
Jeanine is an avid ecosystem-builder and Miami tech advocate (aka “The Plug”) and has assumed that role through her work as an X in Residence at Brex, one of the world’s top fintech start-ups, a VC Scout at Florida Funders, and a Venture Partner at Wefunder.
Stephanie van Vark
StephanieCreates media, events and communications that spreads homegrown culturally-rich anecdotes to the masses. Through the company, founder and President Stephanie van Vark promotes the heart and soul of communities and cultures using decades of experience in digital media, events, communications and community relations. The company is the creator of GoingOvertown.org, the story and outreach of a historic Miami neighborhood in the midst of revitalization, and Just Talking Business, the podcast by, for and about small business owners. Agencies served include Urban Health Partnership, Urgent, Inc., The Estate Companies, Adrienne Arsht Arts Launch, Florida Film House, Urban Film Festival, Cuban American Bar Association, Historic Black Police Precinct & Courthouse Museum, Miami Contemporary Dance Company, University of Miami, Uptown Avenue 7 Community Redevelopment Agency, Miami Dade College and the Historic Overtown neighborhood.
Owner Stephanie van Vark’s passion for community was informed by her upbringing. She is a small town girl with big ideas rooted in the Magic City where she settled after graduating from Florida State University. Her life’s work is to create and capture the ‘Theater’ of real life in a way that serve people and communities.
Stephanie van Vark has celebrated success as the Producer of Conversation With The CEO Entrepreneur Television Series and the Youth Town Hall Meeting on MDCTV and CBS4. She is the screenwriter of made-for-DVD documentaries, The Ancient Spanish Monastery and Monastery of the Holy Spirit, and optioned screenplays, Free For All, with a well-respected Hollywood producer, and Runaway Wedding, with a Spanish television network. She has also received credits as a Script Supervisor for small feature film and video projects, and as a contributing writer for various online, business and lifestyle publications.
She proudly accepted an invitation to become a P.S. 305 Board Membership to advocate for youth and schools. She is a proud member of Alpha Kappa Alpha Sorority, Inc. and the Black-Owned Media Alliance (BOMA). She enjoys documentaries, travel, ballroom dancing, and special moments with family and friends.
Suzanne, often called “The Mindful Jewell”, and The Mindful Entrepreneur, came to put her “tush on a cush” when she experienced burnout, facing an unruptured aneurysm and a rare set of neurological diseases. The nearness of Death became a powerful teacher in her meditation practice to help her find daily gratitude and a new personal hashtag, #WokeUpAboveGround.
A former global TV executive, she speaks, teaches and trains for Credit Agricole, AllVue Systems Wealth Management, Philanthropy Miami, at Miami Dade College’s Idea Center, Babson College’s Women Innovating Now lab and Nova Southeastern University’s Levan Center for Innovation and is a LinkedIn BizHack Academy Certified Coach. . Select clients CRA of Florida, Bill & Melinda Gates Foundation, the 1st World Happiness Summit, City of Miami Beach, Broward Center for the Performing Arts, the Department of Defense Joint Civilian Orientation Conference and the Summit of the Americas make up her private practice since departing from Cisneros TV Group, where she helped oversee the branding for a $150MM 47-country television product launch after helping launch video-on-demand for the Hollywood movie studios. Her Dad and sister both showed her the ropes of the entrepreneur’s journey, which started her career in marketing.
Recently completing her two-year mindfulness meditation teacher training in the UC Berkeley Greater Good Science Center/Sounds True training program, she lives at the intersection of the Three M’s (Marketing + Motivation + Mindfulness). Earth Day, 4-22-22, she’s launching The 1st Mindful Resilience Summit, focused on how Nature + Humans + Mindfulness = The New Resilience Skillset.
You’ll find Suzanne on Inside South Florida TV offering mini-mindful-moments to calm traffic rage, zoom fatigue and seasonal overwhelm.
Grants: Accessing Dollars, Foundations, Government, Financial Institutions & Reporting:
Teresa M. Johnson, Ph.D., Moderator
Dr. Johnson is a native of Palm Beach County and has worked in the non-profit industry for over 23 years and is currently the Executive Director of Northwest Community Consortium Inc. (NCCI) a non-profit organization where she is charged with community revitalization activities, creating partnerships with residents, non-profits, law enforcement, governmental agencies and community engagement. She is responsible for the overall operations of the organization from fundraising to community engagement, program planning, marketing and talent recruitment.
Dr. Johnson currently serves as Treasurer on the Northwest Community Health Alliance Board, which is a collaboration with Florida Atlantic University and Tabernacle Learning Center to provide health care access for the uninsured and under-insured populations of the Northwest community. Dr. Johnson currently sits on the South Florida Community Revitalization Alliance Board, which promotes fair and equal access to financial products/ services, economic justice, and increased community investments in South Florida. Dr. Johnson is a member of the National Coalition of 100 Black Women West Palm Beach Chapter where she serves on the Public Policy & Advocacy Committee. Dr. Johnson is a member of the City of West Palm Beach Mayor’s Village Initiative, which is an effort to improve the experiences of young African American males 25 years old and younger living in the Historic Northwest, Coleman Park and Pleasant City.
Dr. Johnson earned her Doctorate in Public Policy and Administration with a specialization in Non-Profit Leadership and Management from Walden University in 2020. She is a graduate of Palm Beach Atlantic University having earned her Master’s in Organization Leadership and her Bachelors of Business Administration in Management graduating Cum Laude from Northwood University.
Dr. Johnson is the author of Strategies to Grow Non-Profits | Overcome Challenges and Reach Your Full Potential — a must read for those who manage people and lead organizations. She is a professional grant writer having authored grants to foundations, local and state government, financial institutions as well as local agencies. She has a tremendous approval rate and believes she can provide helpful tips to assist others on their grant writing journey.
She is a faithful member of Friendship Missionary Baptist Church where she teaches Sunday School and serves as Sunday School Superintendent. Dr. Johnson is the mother of one beautiful daughter, Daijah Harvin, who is the light of her life.
Matt Haggman is Executive Vice President at The Beacon Council, a public-private partnership that is the economic development organization for Greater Miami. In this role he leads Opportunity Miami, a community-wide initiative focused on helping shape Miami’s economic future.
Previously, as Miami Director at Knight Foundation, Matt created and built the foundation’s program focused on propelling high-growth entrepreneurship. Numerous efforts funded and supported under Matt’s leadership are now pillars of Miami’s rapidly growing entrepreneurial ecosystem. This includes Endeavor Miami, The Idea Center at Miami Dade College, eMerge Americas, Center for Black Innovation, Miami Angels and The LAB Miami, among many others. The work has been cited in three Harvard Business School case studies. Upon his departure he was called in The Miami Herald and “a pioneer in Miami [who] has spearheaded the entrepreneurial movement.”
Prior to joining Knight Foundation, Haggman was an award-winning journalist with The Miami Herald and Daily Business Review. Matt won numerous local and national awards, including a Gerald Loeb Award, the highest honor in business journalism. In his last two years at The Miami Herald he twice won the President’s Award, honoring the best work in the McClatchy Newspaper chain.
Matt is currently a founding Board Member of Endeavor Miami and a Trustee at New World Symphony. Originally from Cambridge, Mass., Matt has degrees from Tulane University and Vermont Law School. He and his wife Danet live in Coconut Grove.
A native South Floridian, Tari has been a banking professional for over thirty years, beginning her stellar career with Community Savings Bank in 1988. Working diligently to build her skills and great relationships with her clients, Tari was elevated quickly and promoted to Banking Center Manager of the Singer Island Branch. When Bank Atlantic acquired Community Savings, she relocated to the Riviera Beach Branch, periodically overseeing the operations of multiple branches. In 2014, she completed the BB&T University Certification Program and became a Certified Market Leader. She has worked in several positions, including business development, retail, and business lending. In her role as a Branch Leader, Tari is also responsible for the supervision, professional development, and motivation of winning teams within her branch, having earned top honors for consistent business performance. She is currently serving as the Co-chair for BOLD (Black, Organizers, Leaders & Doers) and has chaired several Lighthouse Projects. An inspiration to the community, Tari serves on the Board of Directors for Riviera Beach CDC and various other non-profit organizations. She also volunteers with the Urban League of Palm Beach County and the American Heart Association. In her spare time, Tari enjoys volunteering with her church, sporting events, and spending time with her husband, family, and friends.
Lindsey Linzer uses her expertise in complex grants and program administration to connect community needs to financial resources. She serves as the Managing Director of Community Investments at The Miami Foundation, a $485 million community foundation focused on building a stronger, more equitable Greater Miami. In this role, she partners with private and family foundations, nonprofit organizations, and community members to advance social change. Lindsey helps donors turn their philanthropic visions into reality by designing and implementing innovative donor collaboratives and grantmaking initiatives.
At The Miami Foundation, Lindsey oversees a diverse portfolio of collective impact initiatives and leads a ten-person team that is working to ensure that the Foundation’s grant programs, special initiatives, and grants management services are expertly managed and meet the needs of our donors, nonprofits, and community. She has created and scaled multi-million dollar local and national grant programs in the areas of disaster and community recovery, digital access, nonprofit news, artificial intelligence, and arts education. Most recently, she was the force behind the Miami-Dade Nonprofit Recovery Program, an $11.3 million partnership with Miami-Dade County to help nonprofits recover from the impacts of COVID-19 leveraging federal CARES Act Funds.
Lindsey brings over a decade of experience in nonprofit and foundation management with a deep expertise in program design, donor collaboratives, fiscal sponsorship, and grants management. Prior to joining The Miami Foundation in 2017, Lindsey worked as the grants administration officer at Knight Foundation, where she managed the organization’s grants processes and Fluxx grants management system, as well as special projects. She has also served as program manager at the Community Foundation of Broward, overseeing leadership development and capacity building programs. Earlier in her career, Lindsey served as the Program and Information Manager at the Gateway Center for Giving in St, Louis, a regional philanthropic network where she led the long-term community effort to create and rollout a Common Grant Application.
Originally from South Florida, Lindsey received her bachelor’s degree in business from the Goizueta Business School at Emory University and her MBA with a concentration in nonprofit management from Columbia Business School in New York City. Lindsey is a 2017 graduate of the Council on Foundation’s Career Pathways leadership development program, a year-long program focused on advancing diversity, equity, and inclusion in philanthropy. She previously served for a number of years in leadership roles on the Grants Managers Committees for the Florida Philanthropic Network and PEAK Grantmaking. Lindsey was recognized by the Center for Leadership at FIU as a 2020 Emerging Leader Finalist.
When she is not working to build a better Miami, Lindsey is spending time playing games with her two young boys, playing tennis, and enjoying the best new restaurants with her husband Ross.
Jerrold H. Mayer (no photo)
Jerrold H. Mayer is currently the Director of the Office of Outreach and Capacity Building, in HUD’s Office of Housing Counseling. The Mission of the Office of Outreach and Capacity Building (OCB) is to train and certify housing counselors and increase public awareness of HUD’s housing counseling programs to enable all families to access safe, healthy and affordable housing. Jerry has worked for HUD for 37 years mostly in FHA Insured mortgage, housing counseling and nonprofit programs.
Building Generational Wealth: Investments, Company Benefits, Insurance, Wills:
For more than 20 years April Lewis-Parks has been educating, promoting, and championing financial literacy. As the director of education and communications for the non-profit organization, Consolidated Credit, she is dedicated to generating awareness about personal finance issues and acts as their consumer affairs advocate. She develops surveys and polls to collect data concerning consumers’ financial needs and after her findings, she develops educational material and community outreach programs.
Currently, she oversees the content and editorial/educational direction of several brands in the personal finance space. Cultivating brand voices through a variety of content including storytelling, graphics, and video allows her to bring her knowledge to life to help Americans learn about the principals of financial stability. As a certified financial counselor her promotional efforts can be seen in Time Magazine, NBC News, NerdWallet, Forbes, Fox Business, U.S. News & World Report, USA Today, Parents, Consumer Reports, Money Magazine, among others.
As a proud founding board member of Parkland Cares, she uses her expertise to bring awareness to mental health and trauma issues. The stigma of mental health needs to be lifted and that will only happen when we bring conversation, connection, and compassion to our communities. She is happy to report that the nonprofit charitable organization has raised $800K since 2018 to fund agencies that help people overcome challenges. As a member of Women United, which is an arm of Untied Way of Broward County, she with other dedicated members, roll-up their sleeves to help confront the most critical issues facing our community. The diverse and vibrant group of female leaders are bound together by our belief in each other, to United Way’s mission, and to Broward County.
Prior to joining Consolidated Credit, she was a broadcast journalist covering politics and transitioned to public relations working for a Boston based event firm promoting businesses and fundraising events. Previous to that, she was employed by John Hancock Financial Services, Inc. where she reviewed employee information on hardship loan products that pertained to their 401K and IRA accounts. She received her Bachelor of Science degree in Mass Communication from Emerson College in Boston, MA.
In his role as Chief Investment Officer, Paul provides thought leadership and portfolio management for the firm. Paul is tasked with asset allocation development of the firm’s investment strategies as well as the quantitative and fundamental economic research.
Prior to founding Warwick Shore Advisors, Paul served as a portfolio manager with WaterOak Advisors, a SEC-registered investment adviser with $2.1B in assets under management. During his tenure with WaterOak Advisors, he provided analytical research and portfolio management for the firm’s tactical ETF and equity mutual funds, separately managed account strategies and private wealth investment portfolios. Prior to WaterOak Advisors, Paul served as an Investment Management Associate and Junior Underwriter at Wells Fargo & Company.
Paul graduated from the University of Central Florida with a Bachelors of Science in Business Administration & Marketing. He is a graduate of Southern New Hampshire University with a Master of Science in Finance. Paul is currently a Level II candidate in the Chartered Financial Analyst (CFA) program.
After spending a portion of his early childhood in Asia, Paul’s family relocated to Florida. Since then he has lived in the Central Florida area and still resides in Orlando with his wife and 3 children. In his spare time, Paul enjoys spending time with his family, playing golf and playing the piano. Paul serves as a board member for the African-American Chamber of Commerce of Central Florida and the Early Learning Coalition of Central Florida. He also serves as a board director for the Unity of Eatonville Federal Credit Union.
Debra Johnson-King is a Personal & Business Financial Coach and the Founder & CEO of The Debjon Group, LLC Your Financial Concierge which provides transformational and mindset coaching to individuals, couples, and small business owners. Additionally, she is the Community Lending Manager for South Florida with The Mortgage Firm, a nationwide mortgage lender.
Debra has a breadth of experience that is not very common in the industry having worked in many segments of the financial arena: from mortgage loan origination to life insurance and annuities, income tax preparation, credit and bankruptcy counseling, HUD certified housing counselor, licensed real estate agent, and certified debt eliminator. Additionally, Debra is a sought-after speaker and writer.
Alyssa Delgado joins us from Catalyst Miami where she is a Sr. Coach and Manager for the Prosperity Campaign, having attained certification as a Master-Level Practitioner in Financial Capability as well as being a state-certified IRS tax preparer and Site Coordinator. She comes with a clinical background, having both an undergraduate psychology degree and a master’s degree in Social Work from Florida International University.
She is a strong advocate for policy reform, using a systems theory lens to assess issues and solutions in South FL related to wealth building, healthcare access and mental health and trauma awareness. Additionally, she will be going to law school in the near future to specialize in Criminal Law, where she hopes to eventually become a judge for the Eleventh Circuit in Miami Dade County.
For over 20 years, Debra has given financial wellness presentations to thousands of individuals, organizations, churches, and local agencies across the country and around the world, advising them on how to better their financial situations, grow wealth, develop multiple streams of income, break the mental chains of debt, and eliminate their dysfunctional relationship with money.
Debra enjoys dancing, deep sea fishing, the beach, traveling, and reading.
With over 30 years of industry experience, Cora is recognized as an industry expert in consumer credit issues, student loan debt, foreclosure avoidance, homeownership counseling, and education. In addition, she has served as a spokesperson on consumer financial management issues. She advocates for policies that promote creative and safe lending practices to benefit our nation’s homebuyers and homeowners.
From 1997 – to 2014, Mrs. Fulmore opened and operated The Mortgage and Credit Center, LLC providing direct housing counseling services to consumers in Florida.
Cora has mentored and trained many practitioners from non-profit and for-profit groups. As a master trainer, her training history includes Freddie Mac’s CreditSmart® curriculum since 2005, NeighborWorks America since 1994 (multiple courses), and many others.
In 2014, out of a growing desire to address a need for continued education for the housing counseling community, Mrs. Fulmore developed the first online resource center for Housing Professionals, the Counselor’s Corner dba Diversified Resource Network https://diversifiedresourcenetwork.org. TCC/DRN is a free membership-based organization with over 5,000 members nationwide. TCC/DRN has provided more than 100,000 hours of continued education annually and is recognized as a leader in the online training space.