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  • Exit Planning Exchange
Exit Planning Exchange
Jun
13

XPX New York: Summer Networking Social

Details

Date & Time

Thu, Jun 13th, 2024 â‹… 6:00pm - 8:00pm (EDT)

Location

The Perfect Pint - Rooftop 123 West 45th Street New York, NY 10036

Tickets

Non-Members
$110.00
NYC & Tri-State Members
$75.00
XPX Network
$90.00
Guests

Registrants

46 people attended
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
David Wilson of Sincerus Advisory is a member of XPX New York
Vlad Jefferson of MGG Investment Group LP is a member of XPX Nashville
Catherine Guidera of Morgan Stanley is a member of XPX Tri-State
ND
+41

Join us for our Summer Networking Social at a stunning midtown rooftop, nestled between Grand Central and Penn Station, which offers the perfect backdrop for connecting with fellow exit planning professionals. Enjoy complimentary drinks and appetizers while you expand your network and unwind before our two-month summer break. Don’t miss this final chance to mingle, share insights, and forge valuable connections in a relaxed and vibrant setting. Feel free to invite a friend and make this summer kickoff unforgettable. Secure your spot today!

Event Pricing:

XPX NYC & Tri-State Members: $75.00
Other XPX Chapter Members: $90.00
Non-members: $110.00

Register early.  A $10.00 additional fee will apply to same day/walk-in registrations.

Includes food and drinks.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. 

We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Christopher Michelsen of Strategic Family Capital of B. Riley is a member of XPX Tri-State
Christopher Michelsen
Strategic Family Capital of B. Riley
David Wilson of Sincerus Advisory is a member of XPX New York
David Wilson
Sincerus Advisory
Vlad Jefferson of MGG Investment Group LP is a member of XPX Nashville
Vlad Jefferson
MGG Investment Group LP
Catherine Guidera of Morgan Stanley is a member of XPX Tri-State
Catherine Guidera
Morgan Stanley
ND
Nicholas Dufeu
Morgan Stanley
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Fidelity Charitable
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack Hendler
Avalon Net Worth Group
Sharon Bender of Webster Bank is a member of XPX Tri-State
Sharon Bender
Webster Bank
Jonathan Sirota of Sirota Law Firm, PC is a member of XPX New York
Jonathan Sirota
Sirota Law Firm, PC
KO
Kevin O'Brien
Bernstein Private Wealth Management
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
Scott Larson of OutFin group is a member of XPX Tri-State
Scott Larson
OutFin group
Rachel Partain of Forchelli Deegan Terrana LLP is a member of XPX Tri-State
Rachel Partain
Forchelli Deegan Terrana LLP
DB
David Borsack
Cole Schotz P.C.
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin Kettell
Appraisal Economics
CG
Charles Gerber
Triumph First LLC
GW
Greg Wozniak
Marcum LLP
JS
Jill Scher
Marcum LLP
JA
Joseph Armenti
Cole Schotz P.C.
Eric Mendelsohn of Transworld Business Advisors of NY is a member of XPX New York
Eric Mendelsohn
Transworld Business Advisors of NY
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
DO
Dennis O'Rourke
Moritt Hock & Hamroff LLP
JO
Jeffery Oboy
Paratus Capital
Alex Ramos of BNY Mellon Wealth Management is a member of XPX Tri-State
Alex Ramos
Key Bank
Jordan Toder of Preservation Capital Partners, LLC is a member of XPX New York
Jordan Toder
Preservation Capital Partners, LLC
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph Pucci
William Blair
RB
Richard Baum
Consumer Growth Partners
Nicholas Colombo of Edward Jones is a member of XPX Tri-State
Nicholas Colombo
Edward Jones
MD
Maria Danker
PKF O'Connor Davies
SD
Shalaka Datar
PKF O'Connor Davies
CM
Christopher Martin
Martin LLP
CL
Cary Levy
JT Magen
AV
Alain van Loo
Assetive
JL
Jack Levitt
Levitt Executive Advisors
JR
Jay Rimatzki
JT Magen & Company
JT
Jon Tobin
Tobin & Company Investment Banking Group
PC
Paul Camhi
The Wealth Alliance
JH
Justin Hirs
Bentley Associates
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Rockport Investment Partners
FS
Francis Stino
CSG Partners
AL
Andrew Lederman
WILK AUSLANDER
Ryan Lucas of Marshall & Stevens Incorporated is a member of XPX Tri-State
Ryan Lucas
Marshall & Stevens
Achal Tandon of ERA Group is a member of XPX Tri-State
Achal Tandon
ERA Group
Ahmad Alokush of Ahmadeus Technology is a member of XPX Tri-State
Ahmad Alokush
Ahmadeus Technology