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.

Member Directory

Showing 139 members
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Anthony J Cook
Principal, Private Wealth Management

Call Me When... You have a HNW client who needs world class planning and wealth management advice.

New Member
Candace Benzel
Senior Vice President
Merrill Lynch

Call Me When... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.

New Member
Nora J DeBellis
Vice President/Sr. Relationship Manager
Key Bank

Call Me When... you have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.

Member for 4 Years
Stefan A Prins
Sr. Manager
PKF O'Connor Davies

Call Me When... I'm an auditor at PKF O'Connor Davies.

Member for 2 Years
Patrick Morrow of RBC Wealth Management is a member of XPX Tri-State
Patrick Morrow
Senior Vice President
RBC Wealth Management

Call Me When... 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

Member for 5 Years
Josh Carter
Vice President
Merrill Lynch

Call Me When... Anytime

New Member
Michael Kazakewich
Coastal Bridge Advisors

Call Me When... You need to answer the question “What Happens Next”? I work with wealthy clients and their families to achieve their vision of financial fulfillment, particularly in times of transition.

Member for 3 Years
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
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.

New Member
Steven C Crowley
CFO Consulting Partners, LLC

Call Me When... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

Member for 6 Years
Howard P. Klein
Citrin Cooperman

Call Me When... Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations

Member for 6 Years
Ted Rosen
Akerman LLP

Call Me When... A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

Member for 2 Years
Roy Johnson
M&A Advisor
Touchstone Advisors

Call Me When... A business is for sale with Sales of $5M + and EBITDA of $1M + and when a business owner needs a valuation

Member for 4 Years
Aaron T Kriss
Gesmer Updegrove LLP

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

Member for 5 Years
Charles McCool of UBS is a member of XPX Fairfield County
Charles McCool
Senior Vice President-Wealth Advisor

Call Me When... My team provides detailed financial plans and investments for business owners/sellers and others. Our goal is to help our clients make the best, informed, and thoughtful financial decisions.

Member for 4 Years
John Gover of ACBI Insurance is a member of XPX Fairfield County
John Gover
Commercial Insurance Consultant
ACBI Insurance

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

Member for 4 Years
Nathan Klatt of Rockport Investment Partners is a member of XPX Connecticut,Fairfield County,Hartford
Nathan Klatt
Managing Director
Rockport Investment Partners

Call Me When... A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.

Member for 9 Years
Andrew Crofton
Managing Director - Senior Advisor
Klingstein Fields Advisors

Call Me When... You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

Member for 1 Year
David Borsack
Cole Schotz P.C.

Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business

New Member
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph T VonEhr
CFO Consulting Partners

Call Me When... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

Member for 4 Years
Stephen Chin
Financial Structures and Advisory, Inc.

Call Me When... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

Member for 5 Years
James Murphy of Belden Hill Partners is a member of XPX Fairfield County
James A Murphy
Managing Partner
Belden Hill Partners

Call Me When... Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).

Member for 7 Years
Donald Gelestino of Champion Elevator Corp. is a member of XPX Tri-State
Donald A Gelestino
Champion Elevator Corp.

Call Me When... 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.

Member for 3 Years
JR Romano
Partner, Wealth Advisor
TrinityPoint Wealth

Call Me When... We are an independent, fiduciary investment firm working with individuals and families, business, owners, retirement plans and institutions.

New Member
Ron Reuter, CTP/CVA of RJ Reuter Business Consulting is a member of XPX Tri-State
Ron Reuter, CTP/CVA
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

Member for 7 Years
Gianni DiMeglio of William Blair is a member of XPX Fairfield County
Gianni DiMeglio
Managing Director
William Blair

Call Me When... Before selling the business to help with tax mitigation strategies and unique investment opportunities.

Member for 5 Years

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