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ABOUT THE REAL ESTATE PRACTITIONER'S INSTITUTE

Stuart M. Mordfin, CPA


Professional Practice and Background
Stuart M. Mordfin has over 25 years of experience as a certified public accountant. He has worked with clients in such diverse industries as manufacturing, publishing, real estate development and operations, retail, restaurants, and a variety of professional service companies. Stuart has developed and expanded his CPA practice through innovation, well-informed decision-making, and creative, proactive thinking.

Mordfin Group is a well-established, highly regarded accounting firm, operating successfully for more than 30 years. Stuart M. Mordfin joined the firm in 1987, and has been a partner since 1999. Since his entrée into the firm, Stuart has lead the way for its expansion into financial and estate planning.

Stuart works with many family-owned businesses. Experiencing firsthand what it means to be an integral part of the family business, Stuart is able to offer a unique and valuable perspective to his clients. He is well qualified to assist family-owned businesses move from one generation to the next.

Real Estate Ventures
Stuart M. Mordfin is involved in real estate ventures in many areas of the country. He works with developers arranging solutions to capital requirements as well as providing administrative structure to these projects.

His recent projects include:
• Marriot Fairfield and Suites is located in Boca Raton, Florida. Stuart helped structure the investment as well as assisting his clients in arranging capital and acting as one of the partners.
• 2425 Liberty Avenue, an office-building complex, is located in Pittsburgh, Pennsylvania. Stuart worked with the developer on the structure and assisted in obtaining capital for the renovation and conversion of the original Westinghouse Air Brake Factory built in 1875 to a modern office building.

Partial List of Clients
• Americana Shopping Center, Long Island
• Carlisle Construction Corp., NYC
• MD Carlisle Construction Corp., NYC
• Joseph M Sanzari Inc., NJ
• Kalaty Rug Corp, NYC

Academic Background
Stuart M. Mordfin graduated from McGill University in 1981 with a Bachelor of Commerce degree with concentrations in Accounting and Management Policy and remains an active supporter of the university.

He is a member of the American Institute of Certified Public Accountants, the New York State Society of CPA’s, the National Network of Accountants, the National Conference of CPA Practitioners, the Financial Planning Association, Nassau Chapter of CPA’s Real Estate Committee and the AICPA Financial Planning Division.

Professional Affiliation
• American Institute of Certified Public Accountants (AICPA)
• AICPA Private Companies Practice Section (PCPS)
• AICPA Management Advisory Services Section (MAS)
• AICPA Personal Financial Planning Section (PFS)
• New York State Society of Certified Public Accountants (NYSSCPA)
• National Network of Accountants
• National Association of CPA Practitioners
• Financial Planning Association (FPA)
• National Realty Club

Charitable Endeavors
Stuart M. Mordfin has always been a supporter of local and international charities. He is a member of UJA’s Long Island Division and along with his family and business has been a major contributor to the important work that the UJA performs.

In addition, Stuart is a member of the Board of Directors for the Alfred J. Lippman Foundation, which provides funds to various charities.

Stuart is a supporter of the Arts including the American Ballet Theatre, New York City Ballet, Joyce Theatre, Dance Galaxy, Vineyard Theatre, and the Nassau County Museum of Art.

Finally, Stuart is a supporter of children. He is a regular contributor to the Children’s Medical Fund, the Hagedorn Little Village School, Quality Services for the Autism Community (QSAC), Juvenile Diabetes Research Foundation and the L.I. Children’s Museum.
BOARD MEMBERS
 
OFFICERS
Chairperson John J.  Gutleber * Castagna Realty
Vice Chair Charles  A. Rich * CA Rich Consultants, Inc.
Secretary William T. Yorio * Corporate National Realty, Inc.
Treasurer Vincent Giovinco * New York Community Bank
COMMITTEES
Education Barry  Stein
Events William T. Yorio
Financial Resource Peter  Owens
Governance/Nominating F. J.  McCarthy
Land Use Kathleen  Giamo
Marketing Kathleen  Giamo & Edward Smith Jr
Membership Stanley  Greenstein
White Paper Charles A.  Rich
WorkForce Housing/
Residential Real Estate
John  Coffey
DIRECTORS
Ira J.  Adler, Esq. * Certilman Balin Adler & Hyman, LLP
Jeffrey  Barber Gold Coast Bank
Peter M.  Boger * Ridgewood Savings Bank
Mark  Bosswick Berdon, LLP
John R. Bransfield, Jr. Roslyn Bancorp. Inc.
Mary L.  Brower Nassau County Assessment Dept.
Kenneth  Buck The Treiber Group
Joseph F. Burns State Bank of Long Island
Thomas  Calabrese Daniel Gale Agency, Inc.
James  Carpenter New York Community Bank
John  Coffey Madison National Bank
Robert T.  Coughlan * Tritec Real Estate Company
Richard J.  DiGeronimo R.D. Geronimo, Ltd.
Carol DiLaurenzio Chicago Title Insurance Company
Peter  Elkowitz Long Island Housing Partnership
Donald  Eversoll Eversoll Associates, LLC
Vincent J.  Ferro, Esq. First American Title Insurance Company of NY
Kathleen  Giamo * The Giamo Group
Vincent Giovinco New York Community Bank
Jane  Greenstein The Great Green Race
Stanley  Greenstein The Seldin Organization, Inc.
William  Greiner Greiner-Maltz Real Estate
Robert V.  Guido, Esq. * Charles Wang Organization
Edward J. Gutleber Meyer, Suozzi, English & Klein
Daniel  Gulizio Suffolk County Planning Dept.
James R.  MacCrate MacCrate Associates
F. J.  McCarthy * Site Selection Advisory Group
Gerard  McGuirk, Esq. Suffolk County National Bank
Stuart M. Mordfin, CPA Mordfin Group
James M.  Murphy, Esq. * Murphy & Lynch, P.C.
William J.Newham III Bank of Smithtown
Jack  O'Connor Newmark Knight Frank
Ludwig Odierna Custom Funding Corp.
Peter  Owens Owens Brokerage, Ltd.
Leonard Primack Leonard Primack Assoc., Ltd.
John T. Proscia Sutton & Edwards Management, LLC
Peter C.  Puccio, CPA Madison National Bank
Henry C.  Schreiber, Jr. Henron Development
Stanley J.  Sibell, Esq. Gordon, Sibell & Iannone, PC
Edward Smith Jr Coldwell Banker Commercial NRT
Denise M Smyth Bank of America
Michael Harris Spector Spector Group
Barry  Stein * Rohman Stein Associates
Peter Tilles The Tilles Investment Commpany
Matthew B.  Whalen AvalonBay Communities
Steven M.   Zarkin Ridgewood Savings Bank
* Executive Board Member
 
 
 
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