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 6 members
Deborah AgrafojoPresident
Merger and Acquisitions Advisor
Touchstone Advisors, LLC
You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.
Brian William FischerPower of Five Chair
Partner
Day Pitney LLP
You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.
David J Fasi, CFP®, CEPA®Programming
First Vice President - Wealth Management
UBS
You're looking for planning and advice for your personal and business needs.
Bonnie D. KumiegaMembership Chair
Attorney
Updike, Kelly & Spellacy, P.C.
Whenever you or a client need legal services; you or your client are buying or selling a business; family business planning; business and corporate services; estate planning and succession planning
Brian KerriganPower of 3/5
Partner
Whittlesey
You have a client that is three to five years out from a sale and looking to maximize the value of their business.
Carlos E Salmon, CFP®, CIMA®, CPWA®Programming
Senior Vice President - Wealth Management
CIC Wealth, LLC
You want to help guide clients through planning for their eventual transition. The we start planning, the better.
Chapter Events
Wed, Jul 26th, 2023 ⋅ 5:30pm - 7:30pm (EDT)
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