Greater New York Chapter - Institute of Advisors

The Greater New York

The Greater New York Chapter of the Institute of Advisors is committed to helping accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice.

We at the Greater New York Chapter aim to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Owners should follow

The Greater New York Chapter supports the Institute's goal of collaborating with the passionate thought leaders in the space to create:

  • A set of worldwide benchmarked standards that can be incorporated into any advisory practice.
  • To recognise the excellent work in the setting of standards and accreditation by other respected bodies and to provide access to the accreditation process
  • To create a free membership library that fosters the growth and development of material and resources in this area
  • To offer a mentoring program to help professional advisors to add “Advisory” services
  • To Assess and recommend products that meet the quality guidelines of the Institute’s board of governors

Meet Your Local Chapter Leaders

Upcoming Online Events

Recent Past Events

Join The Greater New York Local Chapter

We believe in the power of community, collaboration, and continuous learning. Our local chapter meetings and online events connect advisors from all backgrounds to network, share insights, and grow together.

🌍 Join our next Chapter Meeting

Connect with advisors from around the world! Start in a group discussion, then break into smaller groups by local chapter regions or through targeted networking - building valuable professional relationships. Click the next event on the left to join an upcoming networking session - then become a paid member for exclusive benefits.

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Encourage fellow advisors to join your chapter meeting to connect and network with them. Access the list of current members here!
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✅ Join Now

**Join now by clicking on the next upcoming event on the left-hand side.** Start your journey with us and become part of a growing community of forward-thinking advisors.

Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals, and coaches into one organization with the goal of educating, networking, and collaborating to elevate the advisory profession.

Linda A. Hamilton

Local Chapter Co-President
Linda has more than 30 years owning a CPA firm in New York City which serves domestic and international tax clients. She enjoys sharing her knowledge and mentoring women entrepreneurs and other business advisors, accountants, and bookkeepers. Linda serves on the Partnership & LLC Tax Committee of NYSCCPA & is a member of The Women Presidents Organization, Financial Women’s Association, Advisory Board of Enterprising Women Magazine.

Contact Linda A. Hamilton

Jaimie Blackman

Local Chapter Co-President
Jaimie is CEO of BH Wealth Management, bhwealth.com/riskvideo. Through his monthly column, speaking and training engagements, Jaimie educates thousands of professionals on ways to harmonize life & business values while building a successful business. BH Wealth offers a values-based approach for managing investment risk for both business and family wealth. Jaimie is the creator of MoneyCapsules ® , a values-based discovery process for Life and Succession Planning, powered by MAUS.

Contact Jaimie Blackman

Felipe Wityk Sanchez

Local Chapter Leader

Contact Felipe Wityk Sanchez