Energy Saving Programs & 401 K Plans

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Event Date:

Event Time:
10:00 am

Event Location:
Montammy Golf Club

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 $50 per person Payable to Montammy Golf Club

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Ed Castelli Bio:

Ed Castelli has led business development at Donnelly Energy for the past two years, leveraging his extensive background in diverse portfolio management to better engage our customers to adopt energy efficiency. With over 15 years of experience at the New York Mercantile Exchange, Ed has forged strong relationships with hedge funds, banks, and utilities. At Donnelly Energy, he manages relationships with municipalities, Boards of Education, property managers, and various commercial and public organizations. Ed is dedicated to educating clients about utility-run energy efficiency programs that facilitate cost-effective facility upgrades, enhance operational efficiency, save money, and reduce environmental impact.

Ed is passionate about attending, networking, and speaking at conferences to promote these programs and their benefits. In his free time, he enjoys spending time with his family at the beach, surfing, swimming, fishing, and perfecting his golf game—one putt at a time (or sometimes three)!

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Eric Hahn Bio:

Eric has been a Registered Investment Advisor Representative for NS Capital since its inception and became a Director in 2013. Eric is responsible for the trading and analytical functions within NS Capital. In addition, Eric provides investment advisory and portfolio management services for clients. Eric's prior experience in financial services includes his employment with Wedbush Morgan Securities as a trade associate. Eric holds a series 65 license and is continuing his pursuit of extended industry excellence.

Eric has served on the Board of Directors for the Greenwich YMCA where he focused on membership and programming. Eric is a graduate of Bucknell University where he earned a BA in Legal Studies.

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 Joe Hart Bio: 

Prior to joining NS Capital, Joe Hart was the CEO of Value 401K Advisors, consulting to small and medium size businesses  on plan design, compliance and investments. Previously he had a distinguished three-decade career on Wall Street in institutional trading and sales.

Joe was a senior executive at two of the industry's largest institutional fixed income brokers.

 As a Senior Vice President, Asset Backed Securities at ICAP Securities USA where he was responsible for developing and managing the company's key strategic relationships with institutional clients. At Cantor Fitzgerald he managed institutional transactions of mortgage-backed, asset-backed and commercial mortgage- backed securities.

 Joe is a founding member of the Highland Lacrosse Program which fosters youth and high school lacrosse teams. Mr. Hart is a graduate of the University of Notre Dame where he received a B.A. in Liberal Studies.

 


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