Join us on
THURSDAY, APRIL 27 • 6:30 p.m.

What's Jewish About Estate Planning?

Featuring Rabbi Ozer Glickman
Oliver Wyman, Portfolio Risk Technologies, Yeshiva University

Moderator and Event Chair: Anita Siegel, Esq.
Siegel & Bergman, LLC

Alex Aidekman Family Community Campus
901 Route 10, Whippany

Light bites, coffee, and dessert
$36 Couvert
(Cannot come from donor advised funds.)

Unfortunately, online registration is closed, but walk-ins are welcome. Contact Heather Sorkin at or (973) 929-3031 to reserve your attendance or with any questions. Thank you

Rabbi Ozer GlickmanRabbi Ozer Glickman is a senior advisor at Oliver Wyman, Senior Managing Director and CEO of Portfolio Risk Technologies, and an ordained rabbi who teaches Talmud and Halakha (Jewish law) at Yeshiva University.

He has more than 35 years of direct financial market-related experience, having held positions with GlobeOp Financial Services S.A., RiskSpan, Northern Trust, Bankers Trust, Chemical Bank, and the Canadian Imperial Bank of Commerce (CIBC). He has launched and led funds specializing in bond arbitrage, volatility-arbitrage, and global macro strategies, and has consulted with asset managers, public pension funds, central bankers, and regulators on strategic risk management issues.

Rabbi Glickman began teaching Talmud and Halakha in 2000. Today he is a Rosh Yeshiva (Senior Rabbi) at the Rabbi Isaac Elchanan Theological Seminary of Yeshiva University. He has taught Halakha and American Legal Theory at Yeshiva University’s Benjamin N. Cardozo School of Law and is an adjunct professor of business in the Sy Syms School of Business.

He received his BA in Philosophy from Columbia University and has pursued graduate studies in Philosophy and Religion at Columbia University and the University of Toronto. He also holds an MBA in Finance from the Stern School of Business at New York University where he was a University Fellow. Rabbi Glickman studied at Yeshivat Merkaz ha-Rav in Jerusalem and received rabbinic ordination from leading figures in Israel and the Diaspora.

Kosher Dietary Laws Observed • No Solicitation of Funds
For more information, contact Heather Sorkin at or (973) 929-3031.

JCF Professional Advisors Network

Eugenia Yudanin, PAN Chair
Anita Siegel, Event Chair

Event Committee (in formation)

Gary Botwinick
Meryl Griff
Ben Lerhoff
Kenneth Rosenberg
Sandra Weiss

Building an inclusive community is a priority. Contact us and we will make every effort to meet your needs.