Leadership & Staff
David Baskin has more than 38 years of experience in the finance, venture capital, and investment fields, having pursued a career in these areas shortly after being called to the Bar of Ontario in 1978. He is the founder of Baskin Financial Services Inc., which provides discretionary investment counseling and portfolio management services to investors in six provinces. The firm currently serves 1,000 families and not-for-profit institutions with more than $2 billion of assets under management. Baskin Financial Services Inc. has 24 employees and is based in Toronto.
David is a regular commentator of the North American and global markets frequently appearing on BNN’s Market Call and other BNN programs as well as on CBC Newsworld. Additionally, he has been a frequent and popular guest on CBC Radio, 680 All-News Radio and CP4 in Toronto. He is quoted often in the business pages of the Globe and Mail, Financial Post and Toronto Star and was for several years a columnist for The Moneyletter, Investors’ Digest and The Investment Reporter.
David is a past president of Holy Blossom Temple in Toronto. He holds an Honours B.A. with a major in economics from the University of Colorado and Bachelor of Laws degree from the University of Toronto, where he was president of the Students’ Law Society.
Member & Chair, RPB Investment Committee
About Amy Brackett
Amy Brackett is a Senior Wealth Advisor at Revolve Wealth Partners, working with individuals, families, and non-profits to manage their investments and help clients build a path toward their financial goals. She has a deep-rooted commitment to helping clients in all areas of wealth planning including investment management, employee benefits, insurance coverage, cash management, and estate and tax planning.
Amy has worked in the financial industry for 20 years, most recently as a Senior Advisor at Klingenstein Fields Advisors (and before that at Solaris Advisors, which was acquired by Klingenstein Fields Advisors). Prior to joining Solaris Advisors in 2007, Amy spent several years as a Research Associate at TIAA-CREF and as an Investment Banking Analyst at CIBC World Markets. Amy received a BSBA from Washington University in St. Louis, where she graduated magna cum laude. Amy is a CFA charterholder and holds the Certified Divorce Financial Analyst (CDFA) certification.
Amy currently serves on the Investment Committee and Board of the Reform Pension Board and as well as the Board of the Union for Reform Judaism. She previously served on the Board of Trustees of East End Temple (where she has been a member since 2006) and on the Investment Committee of the Leukemia and Lymphoma Society. She lives in New York City with her husband and two children, who love attending URJ Eisner Camp in the summer.
About Derek Dorn
Derek joined the URJ North American Board in 2018. He grew up on Long Island and now lives in Brooklyn with his husband, Salvatore, and their two young children Massimo and Viviana. They are members of two Reform synagogues – East End Temple in Manhattan where Derek spent many years in lay leadership, culminating in three years as President – and also Congregation Beth Elohim in Brooklyn, closer to their home. In his professional life, Derek is Senior Managing Director, Corporate Secretary and General Counsel of TIAA, the leading provider of financial services to those in the higher education, health care, and nonprofit sectors.
About Ross Erlebacher
Ross has been a member of the URJ North American Board since 2016. He is from the Chicago area where he calls Mokom Solel Lakeside in Highland Park, IL his congregational home. He has served as its temple president among other leadership positions there. He grew up in the Reform Movement at Temple Judea Mizpah in Skokie which has now merged with Beth Emet in Evanston and was active in NFTY. Professionally, he has spent his career in management and technology consulting and brings a broad perspective on how to drive impactful change. His clients have included the Screen Actors Guild Health and Pension Plans serving them through a merger with the AFTRA Health Fund.
About Rabbi Lisa S. Greene
Rabbi Lisa S. Greene has served North Shore Congregation in Glencoe, IL since 1999. She is proud that her work creates small communities amidst the larger congregation as she teaches, creates experiential learning with lay partners, marks sacred time in innovative ways, and empowers people to learn and lead.
Rabbi Greene was ordained by the Hebrew Union College – Jewish Institute of Religion in 1995 and earned her BS in Economics from the Wharton School of the University of Pennsylvania in 1987. As a former securities analyst at Lazard Freres, she has brought her finance background to the CCAR as Budget & Finance Committee Chair, as well as a member of the Reform Pension Board.
Rabbi Greene was a Clal Rabbis Without Borders fellow and LEAP fellow. She has written for the Huffington Post, Wisdom Daily, Reform Judaism Blog, My Jewish Learning, and her own personal blog, Intersections, which reflects on the intersection of sacred and ordinary in daily life. She created an ELI talk, “Getting Ritual: Making Meaningful Jewish Moments” which speaks to her journey to create new Jewish ritual for divorce and to steps others can take to make their own new ritual to mark sacred times.
Lisa is proud to be a second-generation Rabbi Greene and the mother of Noa, David, and Talia Polish, all of whom greet the world with curiosity, compassion, and creativity.
About Elliott M. Jacobson
Elliott is a member of the URJ Board, as well as the URJ Investment and Audit Committees. He also served on the URJ Oversight Committee and chaired the URJ Budget Committee from 2011 to 2015 and the Executive Committee from 2004 to 2008.
Elliott retired from professional accounting and auditing as a partner in Deloitte & Touche, LLP in 2010. He is a graduate of the Director’s Education Program sponsored by the Institute of Corporate Directors (Canada).
He is a past president of Holy Blossom Temple in Toronto and current chair of the Holy Blossom Temple Foundation. He has served as chair of the Canadian Council of Reform Judaism and is currently the treasurer of the Canadian Council for Reform Judaism. He is on the Governance Committee of the Canadian Reform Pension Board.
Elliott is a graduate of Dalhousie University and Queen’s University at Kingston (Ontario). A Canadian Chartered Accountant/Chartered Professional Accountant, he is a member of the Institute of Chartered Professional Accountants of Ontario.
Immediate Past Chair
About G. Leonard Teitelbaum
G. Leonard Teitelbaum previously served as chair of the RPB Board of Trustees and previously held positions on the Union for Reform Judaism board. Len has a long tenure in the financial services industry in leadership positions, including as managing director at Merrill Lynch Global Securities and the global coordinator for food & agribusiness research for Merrill Lynch. Mr. Teitelbaum was associated with Bankers Trust Company and with Morgan Bank.
Prior to his banking experience, he was associated with Seidman and Seidman, Certified Public Accountants in New York City. Mr. Teitelbaum received his BBA and MBA from the University of Michigan. As an undergraduate, he majored in industrial relations and marketing and as a graduate student specialized in finance and accounting. Mr. Teitelbaum is a member of the New York Society for Security Analysts, past president of the Consumer Analyst Group of New York and a Fellow in the Financial Analysts Federation.
About Julie S. Gordon
Julie is a member of the Union for Reform Judaism North American Board of Trustees, and currently serves on its Planning and Budget Committee. She joined RPB in 2020.
Julie is retired, after enjoying a career at a leading Human Resources Consulting and Outsourcing firm. As an Enrolled (pension) Actuary, she spent the majority of her career consulting with large organizations on the funding requirements, design and administration of their retirement programs. She also co-led their Asset-Liability Projection business which, among other goals, helped large organizations determine the appropriate asset allocation of their pension assets. She became on Officer of that firm and served on their Board of Directors.
Julie is a member of the Board of Trustees for North Shore Congregation Israel in Glencoe, IL. She also is a member of the United Way of Lake County Board of Directors, and has previously served on other not-for-profit boards, including Junior Achievement USA.
Julie is a graduate of the University of Illinois in Urbana-Champaign, Illinois, receiving a B.S. in Actuarial Science with highest distinction honors. She is a Fellow of the Society of Actuaries.
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