CONTRIBUTORS
Gabriella A. Martinez
Editor
Gabriella is a marketing professional with over eight
years of experience. She currently holds a Bachelor of
Science in Multidisciplinary Studies with concentrations
in Marketing, Printing & Publishing, Photographic Arts
& Sciences and Psychology from Rochester Institute of
Technology. She has been a featured writer and editor
in several publications including Rochester Woman
Magazine and Pup Culture.
Gabriel Potter, AIF ®
Contributing Writer
Gabriel is a Senior Investment Research Associate of
Westminster Consulting where he designs strategic asset
allocations and conducts proprietary market research.
He earned a B.A. in Economics and a Certificate of
Business Management from the University of Rochester
and an M.B.A. with concentrations in Corporate Finance
and Computers & Information Systems from the
University of Rochester’s William E. Simon School
of Business. He also holds an Accredited Investment
Fiduciary Analyst (AIF®) designation and has been
quoted in Human Resources Executive Magazine
and his articles have been published through fi360
and AdvisorOne.
TIAA CREF
Article Contribution
(Various Authors)
Joshua E. Gewolb
Harter, Secrest and Emery
Contributing Writer
Josh Gewolb is a tax attorney at Harter Secrest &
Emery LLP.
Mr. Gewolb focuses his practice on federal and
state tax matters. He has experience with a wide
range of corporate transactions, including asset and
stock acquisitions, reorganizations, and spin-offs in
the context of both closely held and publicly traded
businesses. Mr. Gewolb has represented private equity
and venture capital funds in all aspects of leveraged
buyout transactions and venture financings, and has
experience advising clients on federal and state issues
related to the use of S corporations, partnerships, and
limited liability companies in structuring businesses.
Mr. Gewolb maintains an active practice advising
not-for-profit entities on tax and corporate matters,
with clients ranging from colleges and universities to
foundations to trade associations. He represents both
for-profit and not-for-profit clients in connection with
disputes with federal and state taxing authorities.
Mr. Gewolb is a frequent speaker on topics related to
taxation, and serves as tax columnist for the Rochester
Business Journal. He is active in bar association activities
at the county and state levels and is a member of several
state and local bar committees relating to taxation and
not-for-profit law.
The TIAA-CREF Institute helps advance the ways
individuals and institutions plan for financial security
and organizational effectiveness. The Institute conducts
in-depth research, provides access to a network of
thought leaders, and enables those we serve to anticipate
trends, plan future strategies and maximize opportunities
for success.
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