Jewish Bonds in Business
Mr. Plotkin joined Ryan Beck & Co., a predecessor to Stifel Nicolaus, as an investment banker in 1987. With 40 years of experience in advising Financial Institutions, he frequently is called upon to provide strategic advice to financial institutions. Mr. Plotkin served as Chairman and CEO of Ryan Beck for over 10 years. At the end of 2006, Ryan Beck had over 1000 employees and annual revenues of approximately $250 million.
In early 2007, Mr. Plotkin announced the merger of two strong regional broker-dealers, Ryan Beck and Stifel Nicolaus, resulting in one of the largest national broker-dealers and advisory firms. Mr. Plotkin serves as Vice-Chairman of Stifel Financial Corporation (Symbol: SF), the NYSE listed parent of Stifel Nicolaus. He also serves as Executive Vice President and a senior investment banker at KBW, a subsidiary of Stifel Financial. Mr. Plotkin also serves as a member of the Board of Directors of Stifel Bancorp and Stifel Bank, a $17 billion branchless bank. Prior to joining Ryan Beck, Mr. Plotkin was a senior executive and board member of a thrift holding company. As an attorney, he was formerly associated with a Washington, D.C. law firm. In his practice, he specialized in financial institution related matters including public offerings and acquisitions. Mr. Plotkin received his Undergraduate Degree in Economics from the University of Florida. He holds a law degree from Georgetown University Law Center and was admitted to legal practice in the District of Columbia and Pennsylvania. Mr. Plotkin is a member of both the CEO and YPO Gold organizations.
Bruce is a managing director at Blumberg Capital with more than 25 years experience as a venture capital investor, entrepreneur, technology investment banker and corporate attorney.
Prior to joining Blumberg Capital, Bruce co-founded and held several senior management positions within technology companies including Charles River Computers. Bruce also structured and managed early-stage technology transactions at Hambrecht & Quist, Mayer Brown & Platt and Bankers Trust Company.
A native of New York, Bruce earned his B.A. in finance and communications, cum laude, from Yeshiva University, and his MBA and J.D. from Fordham University.
Bruce serves as a member or observer on the board of directors of Arcadia Data, BioCatch, Braze, Coverhound, FundGuard, Nexla, NYSHEX, Parse.ly, Revionics, SAM Seamless Network, Sealights, Solomoto, WorkJam and Zibby. He also serves on the board and the investment monitoring committee of the Jewish Community Foundation of Northern California.
Joel Bergstein is President of Lincoln Equities Group (LEG) and has been with the organization for over 28 years. After joining the firm as VP of leasing, Bergstein rose through the ranks of LEG to become Executive VP in 1998, spearheading the company's acquisition and development initiatives. He led the company into its current operating partner platform, partnering with domestic and international opportunity, private equity and pension funds. In 2007 he assumed the role of President of LEG. Bergstein heads up LEG’s large scale development platform, orchestrating major residential and industrial land development projects in and around NYC, and is a founding partner and active participant in LEG’s $500M European property investment platform. Joel serves on numerous real estate advisory boards and is a speaker and frequent commentator in real estate trade and business media.
This event is free for Silver, Heritage, Professional, Heritage + Professional, Young Leadership, VIP Leadership, President, CEO, and Chairman members.
This event starts on December 2nd at 6:00 PM.
Talk business, Jewish values, and how the two intersect!
Jewish Bonds in Business is a monthly series that aims to create an open discussion between young professionals. While participating in round-table discussions, YJP attendees will be able to connect with each other and engage in dialogue surrounding topics of how Jewish values are demonstrated within business. Come and enjoy insightful conversations, gourmet bites,and light refreshments!
Dietary Laws Observed.
This event is included for the following member chapters:
-Professional members and above
For general questions or sponsorship inquiries, please contact firstname.lastname@example.org
YJP has a non-solicitation policy covering all of our conferences and events. In order to provide a distraction-free environment for our mentors, sponsors, attendees, and employees, we do not allow solicitation at our events by attendees or unauthorized parties without the express written permission or consent from YJP. Those found to be in violation of this policy will be prohibited from attending any YJP programs for one year.