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
Steve RonanProgramming
Partner
Citrin Cooperman
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Martin AndersonMembership Chair
Senior Vice President
Webster Bank
You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Carrie L DiLauroProgramming
Director, Operations
Hamilton Robinson Capital Partners
Always in the market for LMM deals in the industrial sector and investors who like this space.
Joseph T VonEhrMembership Committee
Director
CFO Consulting Partners
Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Gail M HarrisPresident
Director
Wealthspire Advisors
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Anthony D MacalusoEmerging Professionals Chair
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").
Ken ZinghiniProgramming
Partner
Martin LLP
You need legal advice on a corporate or business matter -- such as financing (debt or equity), buying, selling, investing in or operating a business -- or are interested in the federal Opportunity Zones capital gains tax program.
Nathan KlattSponsorship Chair
Managing Director
Rockport Investment Partners
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
Chapter Events
Wed, Jun 7th, 2023 ⋅ 5:30pm - 7:30pm (EDT)
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