REBECCA R. EDDY, M.B.A., P.D.M.M. [Partner]

Rebecca R. Eddy has an M.B.A. from the Yale School of Management, and worked for several years at Moody's Investors Service. In addition, she has 25 years of experience working with finances and budgets for a wide variety of not-for-profit organizations and individual families. Ms. Eddy has developed and documented complete workflow and accounting systems for start-up organizations, has analyzed and resolved complex medical insurance billing issues, and has served as treasurer for numerous family trusts and not-for-profit boards.

Rebecca and her partner, Gideon, are members of the American Association of Daily Money Managers and were certified in November 2007 as the first two Professional Daily Money Managers based in New York City. For 17 years, Rebecca has helped senior citizens through personal financial consulting and counseling. Rebecca looks forward to using her vast and varied work history to help ease the frustrations of those who don't share her passion for facts and figures.


GIDEON Y. SCHEIN, M.B.A., P.D.M.M. [Partner]

After receiving his M.B.A. from Columbia University, Gideon Y. Schein worked as a consultant for national and international corporate clients, developing long-range business and marketing plans as well as performing asset valuation and market segment analyses. In addition to his corporate work, Mr. Schein has extensive experience working with not-for-profit arts organizations, in both developmental and creative roles.

For the past twelve years, he has also worked as a financial organizer for individual senior citizens. Working patiently to reduce the stress seniors often feel when confronted with today's high-tech, high-speed world, Mr. Schein helps his clients maintain a feeling of independence in their personal affairs.