Emerging
Professionals

A New Generation of Learning, Relationship Building, and Success

Many of the XPX Chapters are launching unique membership and programming offerings for young and/or emerging professionals. 

This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors—and the professionals who will support the next generation of member and sponsor clients.

Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.

This page includes information about who is involved at this level and a calendar of current and past events. 

Just starting to build your advisory career? Many XPX Chapters now offer unique membership opportunities and programs to help younger and/or emerging professionals connect with each other, increase knowledge, and build relationships to accommodate the next generation of middle market clients. XPX’s Emerging Professionals can help you –

Connect with and learn from seasoned experts in a variety of exit planning specialties.

Access and create your own customized content through XPX’s Knowledge Exchange.

Keep abreast of new trends and information that will impact the next generation of exit planning.

Develop personal relationships with like-minded young professionals who share your values and aspirations for success.

Emerging Professional Chairs

Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Vice President
Belden Hill Partners

Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

Matthew Haskin of The Business and Legal Advisors, LLC is a member of XPX DC Metro
Member
The Business and Legal Advisors, LLC

If you are forming a new business, your business is not growing or you want to exit your business; or you are looking for an estate plan

Max Kopytko of Kutchins, Robbins & Diamond, Ltd. is a member of XPX Chicago
Audit & Assurance Supervisor
Kutchins, Robbins & Diamond, Ltd.

Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

Leland Mindnich of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Assistant Vice President
Mohamed-Merola Wealth Management

You have clients with complicated financial situations who need pre-transaction planning for them and their family.

Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Lead Advisor & Director of Investment Strategy
Moore Wealth Inc.

A client needs help structuring their business and personal finances to keep the most money in their pocket.

Silver
National Valuation Manager
Appraisal Economics

You'd like to connect.

Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Assistant Vice President - Commercial Banking
American Community Bank & Trust

Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

Wealth Manager
BNY Mellon

Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources

Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Franchise & Corporate Attorney
Liss & Lamar, P.C. | FranLaw

Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York.
Principal
Sirota Law Firm, PC

Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

Allie Flood of Brown Brothers Harriman is a member of XPX Tri-State.
Vice President
Brown Brothers Harriman

A private business owner is contemplating the sale or acquisition of a business; seeking secured lending or capital investment; or defining legacy and/or transferring wealth and values.

Diana Hopkins of BDO USA LLP is a member of XPX Long Island
Director
BDO USA LLP

You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.

Roxann Smithers of Smithers + Ume-Nwagbo, LLC is a member of XPX Atlanta
Business Attorney, Founder
Smithers + Ume-Nwagbo, LLC

Your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.

Risk Management Consultant
Assurance Agency

You have any property, casualty, or employee benefits insurance needs. I provide an in-depth analysis to determine a risk management and insurance program to help gain control over insurance costs.

Vice President
Lone Star Capital Bank

8:00 a.m. - 5:00 p.m. Monday-Friday

Matthew Foreman of Chiesa Shahinian & Giantomasi PC is a member of XPX New York.
Tax Attorney
Chiesa Shahinian & Giantomasi PC

You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a business.

Xavier Lederer of Ambrose Growth is a member of XPX Hartford
CEO
Ambrose Growth

Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.

Financial Services Professional
Certified Financial Services, LLC

Someone needs education on how to protect, grow, and exit their business.

Emerging Professional Members

Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Vice President
Belden Hill Partners

Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

Margot Navins of Fidelity Charitable is a member of XPX Fairfield County
Charitable Planning Consultant
Fidelity Charitable

You have a client with questions about incorporating charitable planning into their exit strategy or overall financial plan

Patrick Morrow of Morgan Stanley is a member of XPX Tri-State
First Vice President - Family Wealth Advisor
Morgan Stanley

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Sr. Financial Advisor
Congress Wealth Management

Someone wants to build, manage, and protect their wealth.

Chad Pavel of Pinewood Consulting, LLC is a member of XPX Fairfield County
Managing Partner
Pinewood Consulting, LLC

You have outgrown your bookkeeper, CPA, or accounting software. You need short-term or project finance staff (M&A, Audit, Controller, CFO). You wish to modernize your operations using software

Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Partner
GoldCoast Mortgage Services

There is any question regarding real estate or financing.

Christopher Walters of JP Morgan is a member of XPX Tri-State
Financial Advisor
JP Morgan

You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.

Tax Manager
Drucker & Scaccetti

There is a tax question.

John Mesko of Drucker & Scaccetti, P.C. is a member of XPX Philadelphia
Tax Associate
Drucker & Scaccetti, P.C.

Tax

Counsel
Day Pitney LLP

You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.

Partner
R4 Risk & Wealth Solutions

R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.

Partner
Gesmer Updegrove LLP

You have any tax-related needs pertaining to closely-held business or other private equity enterprises.

Tax Associate
Drucker & Scaccetti

Tax

Gregory Tartaglino of Scout Valuations, LLC is a member of XPX Hartford
Business Valuation Analyst
Scout Valuations, LLC

A business valuation is needed for business planning, estate planning or litigation.

James Child of Third Seven Capital is a member of XPX Tri-State
Registered Rep
Third Seven Capital

You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

National Valuation Manager
Appraisal Economics

You'd like to connect.

Noah Uzal of Fiduciary Trust International is a member of XPX Fairfield County
Managing Director
Fiduciary Trust International

A liquidity event is approaching. It is best to make sure all estate and tax planning is decided ahead of major transactions.

Christopher Carreira of Andersen is a member of XPX Fairfield County
Managing Director
Andersen

There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

Vice President
Alliance Bernstein

Your clients are contemplating selling their business and are Are unsure whether the proceeds of the sale are enough to maintain their lifestyle and/or achieve their financial goals

John Gover of ACBI Insurance is a member of XPX Fairfield County
Commercial Insurance Consultant
ACBI Insurance

You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.

Lauren Schwimmer of Flaster Greenberg PC is a member of XPX Philadelphia
Attorney
Flaster Greenberg PC

You need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business

Sean-Tamba Matthew of SES ESOP Strategies, a Stevens & Lee/Griffin Company is a member of XPX Philadelphia
Attorney
SES ESOP Strategies, a Stevens & Lee/Griffin Company

You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.

Wealth Manager
BNY Mellon

Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources

Graham McConnell of Nth Round is a member of XPX Philadelphia.
CEO
Nth Round

You're looking to get liquidity for yourself and/or your shareholders.

Marilyn Garcia of Citrin Cooperman is a member of XPX Tri-State.
Principal
Citrin Cooperman

When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

Allie Flood of Brown Brothers Harriman is a member of XPX Tri-State.
Vice President
Brown Brothers Harriman

A private business owner is contemplating the sale or acquisition of a business; seeking secured lending or capital investment; or defining legacy and/or transferring wealth and values.

Senior Manager
Marcum LLP

You have any valuation related needs. I have significant experience in business valuation, intangible asset valuation, complex securities valuation, etc.

Attorney
Nutter, McClennen & Fish LLP

You are looking for practical advice for a business sale or investment.

Kathleen Henry of Nutter, McClennen & Fish, LLP is a member of XPX New England.
Associate
Nutter, McClennen & Fish, LLP

You need assistance with buy- or sell-side mergers or acquisitions, or assistance with venture capital financing.

CEO & President
DBD Partners

You need advice on selling your business, expanding or restructuring the business.

Director of Business Development
Trivest Partners

I'm available 24/7

Associate
Arent Fox LLP

You need legal advice for a M&A transaction, debt financing, or other corporate transaction.

Financial Services Professional
Certified Financial Services, LLC

Someone needs education on how to protect, grow, and exit their business.

Director of Risk Management
Avery Insurance

You or your clients to advice on P&C personal or commercial insurance. We help advise on the process of using insurance to protect assets.

Wealth Advisor
Bernstein Private Wealth Management

Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.

life insurance broker
NJL&C

You want to understand how your life insurance is working

Financial Advisor
UBS Financial Services, Inc.

On my cell day or evening

Founding Partner
New Majority Capital

A buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers

VP, Business Banking Relationship Manager
Peoples United Bank

You need financing

Mr.
Stony Hill Advisors

Daytime

Tax Associate
Drucker & Scaccetti

Tax Preparation and M&A work

Menu