Leaders

Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

Leader Directory

Showing 8 Members
Ann Marie Williams
Executive Director
JP Morgan Private Bank

Call Me When... Investments, estate planning, liquidity events, managing cash

  • Events Chair & Social
  • Vice President
  • Brandy Milazzo of Ascension Law is a member of XPX Charlotte
    Brandy B Milazzo
    Founding Partner, Owner
    Summit Law

    Call Me When... To prevent legal issues from becoming an obstacle to your professional and business success.

  • Sponsorship Chair
  • Governance
  • Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
    Andrew Kittelson
    Senior Vice President
    UBS Financial Services

    Call Me When... You are trying to grow your business and planning for the eventual exit.

  • Membership Chair
  • Michelle Fritsch of Retirement Wellness Strategies is a member of XPX Charlotte
    Michelle Fritsch
    Founder, CEO
    Retirement Wellness Strategies

    Call Me When... exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.

  • Secretary
  • Michael Stier of FocusCFO is a member of XPX Charlotte
    Michael Stier
    Area President - Carolinas
    FocusCFO

    Call Me When... FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.

  • Marketing Chair
  • Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
    Tom Bixby
    CEO
    EvaluSys LLC

    Call Me When... A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.

  • Past President.
  • Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
    Doug Havas
    President/Founder
    Pinnacle Sales Advisors

    Call Me When... A business is looking to maximize its value through increased revenues, and looking to establish better Sales processes and infrastructure, including a CRM, forecasting, comp plans, hiring and onboarding sales personnel.

  • Board
  • Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte
    Adam Petricoff
    Managing Partner
    VR Mergers & Acquisitions

    Call Me When... A business owner is considering selling their privately held business and seeking professional representation

  • President
  • Gold Sponsors

    Silver Sponsors

    Bronze Sponsors