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
Call Me When... you are ready to raise money or undertake any sort of material transaction and want to understand the process along the way
Call Me When... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
Call Me When... Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.
Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Call Me When... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
Call Me When... You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
Call Me When... There is any question regarding real estate or financing.
Call Me When... You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
Call Me When... an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)
Call Me When... Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
Call Me When... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
Chapter Committees
Get involved and make deeper connections – join a committee! The following committees are looking for additional members:
Membership: Matthew Slaney, FinArc Investments, Inc. (Chair) | Mark Diebus, Middlesex Savings Bank | Aaron Naisbitt, Dunn Rush & Co. LLC | Greg Romero, Romero Solutions Group
Governance: Bill Rodgers, Tarlow, Breed, Hart & Rodgers, P.C.
Marketing: Ken Segal, LGA (Chair)
Treasurer: Trammel Martin, UBS Private Wealth Management (Chair)
Programming: Gabrielle Jenkins, Waypoint Growth Advisors (Chair)| Greg Rush, Dunn Rush & Co. LLC | Rudy Scarito, RS Finance & Consulting, LLC | Matthew Slaney, FinArc Investments
Power of 5: Jeff Rolke (Chair)
Sponsorship: Rudy Scarito, RS Finance & Consulting, LLC (Chair) | Gabrielle Jenkins, Waypoint Growth Advisors | David Poulin, RBC Wealth Management | Greg Rush, Dunn Rush & Co. LLC | Lynn Schade, Middlesex Savings Bank
NXT: Justin Merola, Mohamed-Merola Wealth Management (Chair) | Richard Breed, Tarlow, Breed, Hart & Rodgers, P.C. | Leland Mindnich, Mohamed-Merola Wealth Management | David Poulin, RBC Wealth Management
Summit: Greg Romero, Romero Solutions Group (Chair)
Contact & Connect
Chapter Events
Annual Summit Host
Gold Sponsors
Silver Sponsors
Bronze Sponsors
