Connect with the Industry’s Most Powerful Group of Professional Advisors
Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.
It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.
Showing 152 Members
Sort by:
Anthony Cook
Member for 1 year
Principal, Private Wealth Management
AB
Call me when... You have a HNW client who needs world class planning and wealth management advice.
Anthony Festa
Member for 1 year
Managing Director, National Practice Leader - Machinery & Equipment
Marshall & Stevens
Call me when... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Alex Ramos
Member for 5 years
Senior Vice President
Key Bank
Call me when... Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors
FRANK RUSSO
Member for 5 years
Principal
Forctis Advisory Inc.
Call me when... Navigating the uncharted waters of business transition - optimizing for your success.
Mark Nuelle
Member for 5 years
PARTNER
B2B CFO
Call me when... a privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.
Jerome Pasichow
Member for 5 years
Associate
Integrated Financial Concepts
Call me when... a business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?
Dennis O'Rourke
Member for 7 months
Partner
Moritt Hock & Hamroff LLP
Call me when... With over 20 years of corporate law experience, I specialize in all facets of complex mergers, acquisitions, securities offerings, corporate transactions and general counsel matters.
Martin Anderson
Member for 7 years
Senior Vice President
Webster Bank
Call me when... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
John Gross
Member for 5 years
Managing Director
CFO Consulting Partners
Call me when... Fractional/interim CFO Services; you're in the hiring process, or you don't have a CFO and need someone to assist you in planning, cash flow, finance/accounting.
Donald Gelestino
Member for 4 years
President
Champion Elevator Corp.
Call me when... you or someone you know are in need of Elevator related services. Call when you or anyone you know is selling or buying and elevator related buisness.
Joshua Shoshan
Member for 3 years
Senior Vice President
Wealthspire
Call me when... I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Michael Kislin, CFA, CIMA®, CFP®, CDFA®, CEPA®
Member for 1 year
SVP Financial Advisor
Morgan Stanley Wealth Management
Call me when... Certified Financial Planner ("CFP") & Certified Exit Planning Advisor ("CEPA"). Working with business owners to create clarity and harmony between the life they have and the next chapter in front of them.
Terence Hannafin
Member for 8 years
Managing Director
Carter Morse & Goodrich
Call me when... Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
Steven Meyers
New Member
Senior Vice President - Investments
UBS Financial Services
Call me when... You are feeling "advice deficient" as your current advisors are not either willing to listen and ask the right questions or are not experienced enough to understand the unique needs of the entrepreneur for a sophisticated and intelligent direction.
Lloyd Huie
Member for 1 year
Vice President, Senior Relationship Manager
Liberty Bank
Call me when... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.
Nathan Collins
Member for 10 months
Financial Advisor
Raymond James
Call me when... your client needs tax, estate and financial planning from a wealth manager who has actual experience selling a company for mid-eight figures.
Greg Wozniak
Member for 10 months
CPA
Marcum LLP
Call me when... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Seamus Monschein
Member for 8 years
Financial Advisor
RBC Wealth Management
Call me when... You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.
Steven Reisberg
Member for 6 years
Principal
CLA
Call me when... Your client needs to better understand their financial results and processes.
Danielle Kelly
Member for 2 years
Vice President, Charitable Planning Consultant
Fidelity Charitable
Call me when... your client is looking to make a charitable donation in advance of a business exit.
Cheri Mazza
Member for 5 years
Partner
PKF O'Connor Davies
Call me when... You need an expert in business valuation, purchase price allocations and/or financial forensics.
Ron Reuter, CTP/CVA
Member for 8 years
Managing Director
RJ Reuter Business Consulting
Call me when... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Christian Jensen
Member for 2 years
Founder
Jensen Law Firm LLC
Call me when... legal-business services
Andrew Marks
Member for 1 year
Wealth Investment Mentor | Co-Founder
World Creative & World Chic
Call me when... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Ken Nixon
Member for 3 years
Consultant
Expense Reduction Analysts
Call me when... organizations need to save money and time so they can improve their EBITDA
Contact & Connect
Chapter Events
Feb 20, 2025 ⋅ 5:30pm - 7:30pm (EST)
Mar 26, 2025 ⋅ 1:30pm - 7:00pm (EST)
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Tri-State Bronze Sponsors
Gold Sponsors
It seems we can't find what you're looking for.
Silver Sponsors
Bronze Sponsors
