REGISTRATION IS NOW OPEN FOR THE 2024 RETREAT!
Our 2024 Speakers List will be one for the books!
Starting with our Founder & CEO, Dr. Angela D. Reddix
Starting with our Founder & CEO, Dr. Angela D. Reddix
The evolving movement of the RR Fund was founded by Dr. Angela D. Reddix.
As a firm believer that we must always attempt to ‘lift as we climb’, Dr. Angela D. Reddix, Ebony Magazine’s Power 100 list honoree, had a dream to bring women-of-color and allies together to learn the fundamentals of wealth and to translate the conversation into action. The RR Fund was born as a lab where we discover, challenge, and grow our perspective of the “almighty dollar” in the form of investment opportunities, events, and educational programs.
Profession / Title: Attorney; Wills, Trusts and Estates/Real Estate
Company Name: Mittenthal Weinstein LLP
Business location (city): Delray Beach, right on the Boca Border on US1
Years in the business: 24
City of Residence: Boca
Years in the City: 34
Spouse / Partner: Elizabeth
Children: Grayson (10) and Cayden (8)
I help clients plan for death and potential incapacity through the implementation of Wills, Trusts and powers of attorney, to carry out their wishes in a cost effective and efficient manner.
For the families of those who die without avoiding the probate process, we provide probate administration services as well.
Adam C. Ziffer, CPA, PA provides quality, personalized financial guidance to local individuals and businesses. Their expertise ranges from basic tax preparation and accounting services to more in-depth engagements such as tax consulting and financial statement services.
The firm is led by Adam C. Ziffer CPA, a practicing Certified Public Accountant in the South Florida area for over 20 years. After receiving his Masters of Taxation from the University of Florida in 1995, Adam immediately earned his CPA license and began his career in public practice. Over the years, Adam has had the opportunity to work with clients in a broad range of industries and has developed specialties in several areas.
Adam C. Ziffer, CPA, PA is dedicated to helping clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. The firm believes in open client communication to reach an understanding of the clients’ needs through research and sound analysis. All firm clients have access to Adam C. Ziffer on his cell phone as the planning and consulting process is year-round. The firm prides itself on quick turnaround on all engagements and hands-on planning for all clients. Adam C. Ziffer, CPA, PA is dedicated to meeting clients’ goals with high standards of excellence and professionalism.
Mike has firmly established his place in the Boca Raton community, while founding his financial planning firm Maynes IM Financial. He has developed and refined a process called the Checklist Formula™, which is designed to put all pieces of the financial puzzle together, where clients aspire to achieve financial independence and fulfill their bucket list experiences. Mike’s career started in 1998, and he became a CERTIFIED FINANCIAL PLANNER™ professional in 2004. As a CFP® practitioner, which is one of the most respected designations in the financial services industry, he is held to a fiduciary standard, and is committed to the highest ethical standards of his profession. He brings passion and energy to his interests and never jokes about his work. When out of the office, you can likely find Mike exploring the underwater world as an avid scuba diver. He also enjoys lifting weights, running, Covid-free travel, and coaching girls’ soccer. He resides in Boca Raton with his wife, their two daughters, and their mix-breed dog Luna
Angela Rosel is the founder and owner of AR Capital Investments. Growing up around parents who owned rental property, a mother who was a real estate agent and a father who enjoyed performing rehabs on his properties, Angela developed an interest in real estate and knew there were endless possibilities in the real estate investment world. In early 2021, Angela, as a side hustle began assisting Sellers and Buyers nationwide with selling and acquiring investment properties. She quickly realized that not only did she enjoy the service she provided to her Sellers and Buyers, but that she had a passion and understanding for real estate investing. Angela went full-time into her real estate career in May of 2021. Within six months, she had twenty-five real estate transactions nationwide under her belt and fifteen more were in the process of closing. Recently, Angela has begun the process of acquiring her own investment properties that will be used as rentals, equity investment opportunities and fix and flips. Angela earned a B.S in Exercise Science from the University of Kansas and a M.S. in Kinesiology from the University of Texas at RGV. She spent many years as a high school and collegiate track and field coach, a teacher, and working in the health and fitness industry prior to her real estate career.
Ginny Neal has spent two decades in the financial industry both as an attorney and a financial advisor. She began her career at the multinational law firm of Greenberg Traurig where she practiced in the fields of corporate and securities law and private mergers and acquisitions. Through her extensive work with senior business executives and their financial and investment banking advisors, she developed the qualities that she believes are essential to be successful in business – a keen intuition, an ability to weigh risk, and perhaps most importantly, the guts to move forward quickly and decisively when opportunity knocks. Ginny brings those qualities to each of her professional endeavors and to each of the clients she serves. Early in Ginny’s professional career, she became General Counsel of GenSpring Family Offices, an investment firm working with 300 of the wealthiest families in the United States. Ginny was intimately involved in every major corporate initiative from leading acquisitions, managing corporate real estate, serving on the senior leadership and risk committees, to forming, launching and managing GenSpring’s first registered investment company. During her time as General Counsel, GenSpring more than doubled in size to $20 billion in assets under management. Early in Ginny’s professional career, she became General Counsel of GenSpring Family Offices, an investment firm working with 300 of the wealthiest families in the United States. Ginny was intimately involved in every major corporate initiative from leading acquisitions, managing corporate real estate, serving on the senior leadership and risk committees, to forming, launching and managing GenSpring’s first registered investment company. During her time as General Counsel, GenSpring more than doubled in size to $20 billion in assets under management. In truly listening to her clients over the years, Ginny has learned that financial wealth brings little fulfillment without personal wellness and contribution. She believes that the old models are dated, archaic, and are simply not sustainable in a world experiencing profound change – economically, socially and environmentally. Ginny’s approach is necessarily innovative and bold, and after searching for it, to no avail, she created SpringTru – a community of like-minded people who realize that the true power of personal wealth includes not only embracing, but influencing social and global change through investment in people and ideas that matter.
Adam empowers high net worth families by guiding them to make informed and measured financial decisions. He specializes in the financial needs of doctors, successful business owners, and aviation professionals. Adam is esteemed for his financial comprehension, and ability to educate individuals to help pursue their financial security, legacy and lifestyle. Adam is frequently quoted by Investopedia and other leading publications for his industry knowledge and provide his experience on financial topics. Adam understands that everyone economic, and life situations are unique and dynamic. Adam’s personalized service in addition to his understanding of efficient market strategies and services. He is actively involved with the National MS Society. Adam earned a Bachelor of Business administration degree in finance from Florida International University completed the CFP® Professional education program through the University of Miami.
Raymond graduated from Stanford University with a degree in Finance and attended medical school for 2 years prior to embarking on his career in the Venture Capital and Private Equity industries. He has accumulated over 18 years of experience investing in early to late-stage companies, fundraising for companies and investment funds, operating in CFO and COO roles, and exiting investments via M&A and IPO.
Branden Coluccio is the managing director of Relentless Ventures, a boutique advisory firm built exclusively for successful business owners, who want to accelerate growth, expand profitability, and maximize enterprise value on the road to a major exit. Relentless Ventures is the culmination of Branden’s mistakes and successes, combined with a powerful Rolodex of deal makers and advisors. Prior to starting his own firm, Branden spent his early career in M&A advisory focused on the biotech and pharmaceutical industries. Branden then moved into private equity at Capital Solutions, a Mid-Atlantic based firm dedicated to real estate and operating business acquisitions, where he developed expertise in transaction structuring, raising capital, growing, and exiting businesses. Branden later went on to acquire, build, and exit seven and eight figure businesses of his own, including a real estate development firm called Captiva Capital Partners that executed three projects totaling nearly $45MM in developed value – all of which were sold. Today he enjoys working alongside talented entrepreneurs and brilliant teams to build, scale and exit great companies. He received a bachelor’s degree in Economics from Hofstra University.
Yanely Espinal, director of educational outreach, Next Gen Personal Finance; creator, MissBeHelpful. Born and raised by Dominican immigrant parents in Brooklyn, Yanely is a proud product of NYC public schools. She received a full scholarship to Brown University and graduated with a bachelor’s degree in 2011. As a Teach For America corps member, Yanely taught third and fourth grade in Canarsie, Brooklyn, and later received her master’s degree from Relay Graduate School of Education in 2013. After paying off $20,000 of credit card debt, she discovered a passion for financial literacy and created an educational YouTube channel, called MissBeHelpful. Yanely currently serves as the director of educational outreach at Next Gen Personal Finance. In her spare time, Yanely loves to listen to audio books and podcasts, dance, sew, and babysit her eight nieces and nephews.
With a flair for pop culture, an eye for spotting talent and the tenacity needed to take every project from concept to completion, Vanessa has spent almost 2 decades working at some of the biggest companies in entertainment including MTV, OWN, TMZ, NBC and now at the BEN Group. From MTV’s Real World to the Kardashians and countless red carpets, she has honed her skills working with trendsetters. She’s spent years developing linear and digital campaigns for Fortune 500 brands including AT&T, P&G, General Motors, Taco Bell, Coke/Sprite and Fiat. With a focus on strategic partnerships, sponsorship management and branded content production, Vanessa is a client-centric people person that prides herself in delivering best-in-class integrated experiences.
Being passionate about social responsibility led to her work with Moms of Black Boys United. Inc. This nationally recognized non-profit is focused on changing the perception of boys and men of color in hopes that they can influence the way they are treated by law enforcement and society. Under her leadership as Executive Director, and now board member, the group that started out with 30 moms on Facebook grew to a national organization with a following of almost 200,000 Moms across the country. Along with being recognized for being one of the driving forces behind the Georgia Hate Crimes Bill and the Justice in Policing Act, the organization has guided and provided support to numerous mothers who have lost their sons race-related unjustified violence.
Her first-hand experience as a social justice advocate combined with her extensive career in brand marketing has charged her with the motivation and a sense of responsibility to address Diversity, Equity and Inclusion in entertainment.
Chanté Torrane Moore is an American singer-songwriter, actress, television personality, and author. Rising to fame in the early 1990s, Moore established herself as an R&B singer. Her debut studio album Precious was released in 1992. The album was certified gold by the RIAA on November 14, 1994, in the United States, spawning such R&B hits as “Love’s Taken Over” and “It’s Alright”. Released in 1994, her second album, A Love Supreme, did not achieve the same success as her debut album.
Monique Idlett-Mosley is a globally recognized entertainment pioneer. Her power and influence stem from a unique blend of business acumen and innovative strategic vision. Monique brings over two decades of unprecedented success as a CEO of Reign Venture Capital. By adeptly traversing the spectrum from entertainment, marketing, press, and entrepreneurship, she has earned a reputation as an industry visionary. One of Gotham Magazine’s Powerful 100 names to know, her expansive reach into the hearts and minds of people across the world is transforming the way people interact with each other and iconic brands. In 2017, she founded Reign Venture Capital, an early stage investment firm that focuses on women and minority led startups. Reign invests at the Seed and Series A Stage in promising technology and tech‐enabled startups with high‐potential founders. The firm brings together a network of LPs who are leaders in business and entertainment to help accelerate the growth of their diverse portfolio through mentorship and unique access. Working with companies like the award winning technology innovator LISNR, and Appy Couple, Reign Venture Capital is changing the VC world. Since 2014, she has lent her industry expertise to FOX’s #1, record‐breaking television show, Empire. As an executive music producer and fashion consultant, Mrs. Idlett‐Mosley brings her insider knowledge and keen fashion sense to the network.
Erica Duignan Minnihan is Founder and General Partner at Reign Ventures, a Seed Stage Venture fund that invests in consumer tech and software startups with underrepresented founders. Erica has been an active investor in and advisor to early-stage companies for over 15 years. Before launching Reign, she was Founding Partner of 1000 Angels, Managing Director at DreamIt Ventures and Executive Director at both STAR Angel Network and Golden Seeds. Prior to beginning a career in venture, she practiced Investment Banking at Citigroup, Credit Suisse and Cantor Fitzgerald. Erica earned her BA in Business Economics from UCLA and an MBA in Finance with honors from Columbia Business School. She has also made regular appearances on MSNBC and CNBC on “App Wars”, “Your Business” and “Crowd Rules” as a startup investor. She is a mother of three and lives with her family in New York City.
José Torres is Senior Economist at Interactive Brokers. In this capacity, he is responsible for economic analysis, economic commentary and educational content focused on the economy. Prior to joining Interactive Brokers, José spent 6 years working as an economist in the United States government within the Federal Deposit Insurance Corporation (FDIC) and the Bureau of Labor Statistics (BLS). During his time with the U.S. government, José frequently led presentations covering economic conditions and forecasts for elected officials, political appointees and senior management. He also built economic models, consulted with private sector executives, contributed to the modernization of economic processes and gained recognition for predicting the inflationary episode of the 2020s. José has also been a professor of economics at the City University of New York and holds a master’s degree in financial economics from West Texas A&M University. His skillset includes the ability to communicate and analyze complex economic topics in English and in Spanish and throughout his career, he has been interviewed by media outlets including Bloomberg, CNBC, CNN, WSJ, AP, Yahoo Finance, Cheddar, Business Insider, Seeking Alpha, PBS, FOX, Economic Times, Univision, Telemundo and others.