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Gershon is the founder and principal of Imperial Advisory. In this role, Gershon has provided CFO services for companies across a wide range of industries, acting as an advisor to CEOs and CFOs on issues relating to both day-to-day profitability and long-term strategic growth planning. He began his career developing financial projections and working on special projects relating to Nassau County’s $2.7 billion budget, before continuing on to work in the bond industry as both an investment banker and issuer. In addition, Gershon has served as an Adjunct Professor of Finance at Touro College where he helped mold the next generation of business students.
Gershon earned a BA with a concentration in Business from Fairleigh Dickinson University and an MBA in Finance with distinction from Hofstra University.
Ken joined Imperial Advisory in 2021 as a Financial Planning and Analysis (FP&A) Specialist and became a Partner in 2023. He has more than 20 years of experience in finance and accounting with extensive experience managing the financial aspects of public, private, and private equity-owned services, wholesale distribution, E-commerce, and real estate entities. Ken has a successful track record of leading finance operations for a billion-dollar international service corporation. His expertise includes complex forecasting, reporting, and partnering with executive leadership on long-range planning initiatives.
Ken currently serves as a Partner at Imperial Advisory and a finance consultant to small/midsized companies in multiple industries providing FP&A and strategic growth advisory services.
Ken received his B.S. from SUNY Oneonta in Accounting and Finance.
Dean joined Imperial Advisory July 2024 with over 30 years of experience as a finance and operational leader. He has a proven track record of driving improved business performance across sectors including law, healthcare, and technology. Before joining Imperial Advisory, Dean served as the CFO of Kaufman Dolowich LLP, where he led a team of 40 in finance, accounting, and IT, optimizing cash flow and improving profitability. He has also held senior roles at Widex USA and Microchip Technology, where he managed mergers, acquisitions, and business transformations.
Dean holds an MBA in Management from Dowling College and a BS in Accounting from Long Island University.
Barry received his MBA from Columbia University Graduate School of Business and is a licensed CPA in the state of New York.
Jim joined Imperial Advisory in 2021 as a Portfolio CFO. Jim has 33 years of experience streamlining and reengineering global operations with a background in finance, accounting, and supply chain management. He has held roles as COO and CFO at numerous companies where he implemented ERP systems and sustainable business processes to drive growth while focusing management on developing teams to become adept at delivering scalable business solutions. He has worked extensively in retail and spent five and four years, respectively, in the defense industry and not-for-profit arena. Jim also has international experience having built businesses in Australia, HK, and China.
Jim received his MBA from Boston University.
Thomas G. Amato joined in July 2024 as a CFO, bringing over 40 years of experience in corporate finance, strategic planning, and capital raising. He has held leadership positions across multiple industries, including telecommunications and computer telephony, with a strong track record of enhancing corporate growth and profitability. Before joining, Thomas served as CFO for companies like Dialogic Corporation and Intel’s Dialogic Division, where he played a key role in corporate development activities, including acquisitions, divestitures, and shareholder value enhancement.
Thomas earned his AB in Economics from Princeton University and an MBA in Finance from the Wharton School at the University of Pennsylvania.
Tom joined Imperial Advisory in June 2024 as a Portfolio CFO, bringing over 30 years of experience across healthcare, software, and consumer goods industries. Before joining the team, Thomas served as CEO of Coastal Healthcare, where he grew the organization from 13 to over 70 providers and significantly increased profitability. He also held key financial leadership roles, including CFO at Datacolor International and Langeveld International, where he managed global financial operations and drove business transformation.
Tom holds an MBA in Finance and International Business from NYU’s Stern School of Business and a BS in Finance from Rutgers University.
John is a seasoned finance executive and fractional CFO with over two decades of experience guiding organizations through growth, restructuring, and complex transitions. He has advised and led companies ranging from startups to multinational corporations with revenues exceeding $1 billion, providing strategic direction across corporate finance, restructuring, cross-border operations, and ERP implementation. John has served as CFO and senior finance leader across industries including technology, biotech, retail, professional services, and manufacturing, partnering with boards and CEOs to drive profitability, strengthen controls, and support long-term growth.
John earned his MBA from Rice University and a Bachelor of Science in Accounting from the University of Houston.
Stephanie holds an MBA in Management and Leadership from Dowling College and a BS in International Business from the University of Bridgeport, where she graduated cum laude and was recognized as an NSCAA All-American Scholar Athlete.
Bob joined Imperial Advisory in 2019 as a Portfolio CFO and became a partner in 2021. He began his career in public accounting and then went on to lead a customer-focused team at CSC ServiceWorks, a top provider of home and commercial laundry and air vending solutions. Over Bob’s 30 years at CSC, the company went from a $50 million family business to a publicly traded, and then private equity backed $1 billion international behemoth. After serving as CFO of CSC, Bob was promoted to CEO, where he more than doubled the company’s size in seven years.
Bob received his B.A. in Accounting and Business Management from Hofstra University and is a licensed CPA in the state of New York.
Marty Latman is a nationally recognized connector, speaker, and career mentor known by many as the ‘Best Networker’ they know. As Managing Partner of Latman Advisory Services LLC, he provides business consulting, professional development training, and career coaching to help individuals and organizations achieve their goals. A CPA and experienced coach, Marty has helped more than 2,600 professionals land the roles they desire and regularly presents at conferences across the country. He also serves as Co-Chairman and resident career-coaching expert for the Financial Executive Networking Group (FENG).
Marty earned his Bachelor of Science in Finance, cum laude, from the University at Albany, with a concentration in Accounting.
Dennis Furlani is a hands-on Chief Financial Officer and strategic operator who blends founder-level thinking with executive leadership to help organizations scale sustainably. With more than 15 years of experience across fintech, SaaS, lending, and high-growth technology companies, Dennis partners closely with CEOs and leadership teams to align financial strategy, operations, and long-term business goals.
Dennis earned an MBA in Finance (Dalhousie University) and Bachelor’s degree in Economics (Institute of Technology).