Meet the SabbaticalX Team

Leo Pusateri

Founder

Passionate, inspirational, and motivating are words many would use to describe Leo. Affectionately known as the “value man” in the financial services industry, he is also recognized as the industry’s premier thought partner of value-based training, not only by senior leaders in the C-suites, but among top advisors as well.

When it comes to knowing, pricing, selling, and “living” your value, Leo’s time-honored and proprietary programs are in place around the world. He has traveled the world, conducting business in such places such as Singapore, Spain, Vancouver, Zurich, and London.

Leo’s travels find him working with senior leadership teams, financial entrepreneurs who represent broker-dealers, RIAs, investment management firms, private banks, family offices, insurance companies and others. Through Leo’s robust training programs, firms have endorsed Leo’s skill set as the absolute best-in-class in bringing value-based training to the table.

Due to increased growth, popularity, and utilization of his work throughout North America, Leo opened an office in Toronto and launched Pusateri Canada to extend the intellectual properties and consulting capabilities of his firm.

Additionally in 2008, Pusateri formalized a strategic partnership with PriceMetrix of Toronto, which focuses exclusively on helping financial advisors become better “CEOs” of their business.

Leo practices what he preaches and is an authentic role model for consultative, respectful dialogue. He truly lives his values — effortlessly and with undeniable passion — and teaches others what he has learned over his professional lifetime.

Bob Daugherty

Advisory Board and Faculty Member

In 1977, Bob joined PricewaterhouseCoopers as a member of the Audit Staff in the Syracuse, New York Office. He worked on media, agricultural, nonprofit and manufacturing clients. In 1982, Bob began his responsibilities in the Human Resource arena taking on the role of Human Resource, Finance and Administration Leader for the office.

In 1990, Bob moved to PwC’s Philadelphia office where he continued in his Human Resource, Finance and Administration leadership role. Two years later, he was promoted to lead these areas for the Pennsylvania Cluster and in 1993 Bob was admitted to the partnership.

Bob assumed the Human Resource Leadership role for the New York Metropolitan Cluster in 1996 and held that position through July 1997. At that time Bob assumed the role of Partner-In-Charge of Human Resources in the Tax Line of Service for the US reporting to Sam DiPiazza; the former Global CEO of PwC. A year later, he was also asked to lead Tax HR for the Americas Theatre.

In September 2000, Bob was named the US Human Resource/Learning and Education Leader reporting to the then US Senior Partner and former Global CEO, Dennis Nally. He also joined PwC’s US Management Committee and served in that capacity through June 30, 2006. In this role, Bob was responsible for the human resource strategy, policies, systems and operations impacting nearly thirty thousand US partners and staff members. During his tenure, PwC received many HR recognitions and awards such as selection on the Fortune list of Top 100 Best Companies to Work For and Catalyst Award.

From 2006 through 2010(retired June 30, 2010) Bob was the US Sourcing Leader for PwC, overseeing the Campus and Experienced Recruiting functions. Specific to campus, PwC recruited at 200 universities and hired over 5,000 full time and intern candidates annually. His responsibilities also included all faculty affairs. In this role, he visited and lectured on many campuses around the US. He also served on the Global Human Capital Leadership Team and was a member of PwC’s Extended Leadership Team.

Upon retirement from PwC on June 30, 2010, Bob has spent considerable time in the areas of service, leadership development, and executive coaching. He is a graduate of the intensive Teleos Leadership Institute’s Coach Development Program and is accredited with the Hay Group to administer the Emotional and Social Competency Inventory instrument.

Bob is a magna cum laude graduate of St. Bonaventure University where he earned a BBA in Accounting. He was a member of the USC Marshall School of Business Corporate Advisory Board and presently serves on the St. Bonaventure University Board of Trustees as Chair. Additionally, he successfully led the campaign for a new business school building which opened in August 2013. Bob was a member of the American Accounting Association and served on their Executive Committee as Vice-President — Practice. He also served on the Universum Global Advisory Board. He is a member of the AICPA and NYSSCPA.

He has led multiple service-related trips with college students, interns and PwC employees to a variety of locations including New Orleans, Belize, and Grand Bahama Island.

Bob lives in Chatham, New Jersey with his wife Nancy and has three children Erin, Connor, and Katie all living in the near vicinity. They are blessed to have four adorable granddaughters.

Bob Gosch

Sabbatical Facilitator / Owner, Uniquely Human Fitness

Bob Gosch has been immersed in the fitness industry for over 40 years. In the summer of 1973, at the age of twelve, he began working out with sports training expert, Tom Haney, at the Sports and Fitness Clinic in Snyder, NY. He started cleaning locker rooms that summer in exchange for a gym membership and was provided an incredible opportunity to shadow professional athletes from the Buffalo Bills and Sabres while learning basic fitness principles.

Since that formative time, Bob excelled in a variety of sports while passionately building a career in the fitness industry. His formal training includes a degree in Physical Education, certifications from several diverse fields including the American College of Sports Medicine, the Covey Leadership Center and the PGA of America.

For 15 years, he competed in the sport of bodybuilding and won both the National Collegiate Bodybuilding Championships and the United States Bodybuilding Championships (Mr. U.S.A.). Soon after retiring from bodybuilding, he turned his focus towards golf and became a PGA golf professional.

Bob understands the need for a systematic approach to achieving worthwhile goals. As a personal trainer, he has coached and motivated literally thousands of individuals for over three decades. With his wisdom and knowledge gathered as an athlete, trainer, and owner of five distinctive fitness businesses, he brings his passion and experience to the Sabbatical Experience as a facilitator and coach.

Steve Gresham

Sabbatical Facilitator / Wealth Management Executive and Whealthtech Investor

Steve Gresham is a longtime consultant, executive, and investor in the wealth management industry. During his 38 year career, he has led several successful transformations, most recently as Executive Vice President and Head of the Private Client Group at Fidelity Investments, serving more than 9 million families with $1.6 trillion of assets. During his tenure, the Private Client Group more than doubled in size and the client satisfaction score rose from 8 to 61. He joined Fidelity in October 2008 after seven years helping to lead the turnaround of The Phoenix Companies and its successful asset management spinoff, Virtus Investment Partners (NYSE -VRTS). He is now an advisor and investor to Cogniscient, Inc. and EquiFi.com

Successful transformation requires innovation and leadership. Steve received a Telly Award for innovation in financial services marketing, was recognized with the Pioneer Award for lifetime industry contributions from the Money Management Institute and was named Mutual Fund Marketer of the Year by Institutional Investor/Fund Action. He has led successful efforts as an executive or consultant at Merrill Lynch Private Wealth International, the Smith Barney Consulting Group, The Citigroup Private Bank, The Charles Schwab Company, Merrill Lynch Canada, the AGF Funds and AIM. He was co-chair of the Private Client Services Committee at the Securities Industry and Financial Markets Association and was a longtime director of The Money Management Institute.

Steve’s thought leadership includes eight years as an adjunct lecturer in international and public affairs at the Taubman Center for Public Policy at Brown University and as co-chair of Brown’s “As America Ages” initiative. He has appeared on CNN, PBS, USA Network and Bloomberg Radio and Television. He has published more than 100 articles about wealth management and has been featured in Business Week, Fortune, Investment News and The New York Times. He is the author of five books about wealth management, including The New Advisor for Life (John Wiley & Sons, 2011).

Mr. Gresham is a graduate of Brown University.

Maria Kahn

Applied Mindfulness Specialist

Maria’s passion to teach Mindfulness is fueled by a deepened and profound appreciation for the dependability of the practice, which helps her successfully navigate through daily stressors and unexpected challenges. Her experience includes 25 years of Mindfulness training and continued practice under the guidance of her mentor, Dr. George Hole as well as with experts in China, Japan, Vietnam, Burma, and India.

Maria has traveled to over 30 countries across the globe researching stress and the application of mindfulness as a way to manage through life’s daily challenges as well as unexpected traumas. In 2014, Maria created, coordinated and implemented the first Mindfulness Program
for the Institute for Shipboard Education, Semester at Sea and for several other organizations including Delaware North Corporation, FIFCO USA, Roswell Park Cancer Institute, UB School of Medicine and OWM Buffalo. Maria’s clientele comes from multiple disciplines and all walks of life including corporate executes, business owners, medical and mental health professionals, individuals and families.

While incorporating a patient and compassionate approach, Maria offers a unique skill set that allows students to access the root cause of their stressors while learning to manage them effectively from within. She has helped people overcome their struggles with a variety of issues and conditions including stress (work-related, financial, family/relationship or health), sleeping disorders, anxiety, high blood pressure, chronic pain, fatigue, headaches, and other problems inhibiting one’s quality of life.

Maria lives mindfully and weaves the practice through every area of her life. She is passionate about her purpose to bring the practice to others so that they may enjoy the full human experience cultivated by being present

Vito Torregiano

Sabbatical Coach & Facilitator

Vito spent 30 years in the corporate world with Xerox Corporation and OKI Data. He possesses experience in sales, marketing service and education among other disciplines. He held Vice Presidential positions with both companies.

In spite of his success in the business world, Vito’s passion was always coaching. Inspired by a 45 minute, one on one, conversation with legendary UCLA Basketball coach, John Wooden, Vito Torregiano transitioned himself to Coach Vito.

For the last 15 years, he has been coaching individuals of all ages and backgrounds; from the business community to the athletic fields and beyond. In particular, he has coached high school football for the last 20 years and has been part of 8 NYS Championships. He is changing individuals lives by helping them reach their goals and dreams. In the business world, he has coached 100’s of individuals helping them maximize their individual and organizational performance.

In the 1990’s, Vito began developing “Expect to Win – The Mindset of a Champion”. A pyramid built on the principles of John Wooden’s “Pyramid of Success”. The Pyramid represents the thoughts, beliefs and actions of successful individuals.

He is deeply connected to SabbaticalX and is extremely excited to be part of the faculty. He is committed to assisting the participants in achieving and “Living Their Legacy Now”. Vito’s legacy is about giving back and sharing his abundance with individuals in need.

Vito currently resides in Penfield, New York with his bride of 46 years, Pat. Their three children and spouses, Sean and Tricia, Ali and Rick, Erin and John also live nearby along with their seven grandchildren, Morgan Patrick, Kerrigan, Marley, Hanna, Anna and Jack.