Leaders

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 9 Members
Corby Megorden of Ennis Legacy Partners is a member of XPX DC Metro
Corby J Megorden
Principal
Ennis Legacy Partners

Call Me When... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

  • Programming Chair
  • Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
    Abby Bensimhon
    Chief Operating Officer
    Employee Benefit Research Institute

    Call Me When... you're interested in learning more about retirement and financial wellness research

  • President
  • Social Media
  • Venue Coordinator
  • Karen Shapiro of Stein Sperling Bennett De Jong Driscoll PC is a member of XPX DC Metro
    Karen N. Shapiro
    Principal
    Stein Sperling Bennett De Jong Driscoll PC

    Call Me When... Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.

  • Sponsor Chair & Social Media
  • Todd Feldman of OBSIDIAN PLANNING SOLUTIONS is a member of XPX DC Metro
    Todd M Feldman
    CFP®, CExP™
    OBSIDIAN PLANNING SOLUTIONS

    Call Me When... you come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.

  • At Large
  • Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
    Liam Mulcahy
    Client Strategist
    BNY Mellon Wealth Management

    Call Me When... you or a client needs investment management, tax management, lending, corporate trustee, escrow banking, or estate planning services.

  • Membership Committee
  • Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
    Robert N. Cohen
    Managing Member
    Cohen CPA Strategies, LLC

    Call Me When... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.

  • Treasurer
  • Rich Volin of Volin Employment Law, PLLC is a member of XPX DC Metro
    Rich Volin
    Attorney
    Volin Employment Law, PLLC

    Call Me When... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.

  • Venue Coordinator
  • Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
    Akila Narayanan
    Cortland Valuation

    Call Me When... You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

  • Membership Chair
  • MICHAEL METZ of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
    MICHAEL A METZ
    Commercial Banker
    TRUIST (Formerly SunTrust/BB&T)

    Call Me When... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.

  • Membership Committee
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