XPX Hartford
Members

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 92 members
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Stephen Chin
President
Financial Structures and Advisory, Inc.
Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Member for 5 Years
David Fasi, CFP®, CEPA® of UBS is a member of XPX Hartford
David J Fasi, CFP®, CEPA®
First Vice President - Wealth Management
UBS
You're looking for planning and advice for your personal and business needs.
Member for 6 Years
Richard L Sullivan
Senior Vice President
Merril Lynch
Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?
Member for 3 Years
Steve Ronan of Citrin Cooperman is a member of XPX Tri-State
Steve Ronan
Partner
Citrin Cooperman
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Member for 5 Years
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
CEO
Avalon Net Worth Group
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Member for 5 Years
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd
Bernstein
Call me when....clients are approaching a liquidity event.
Member for 6 Years
Jacquelyn Galligan of CBIZ Human Capital Management is a member of XPX Hartford
Jacquelyn Galligan
HCM Consultant
CBIZ Human Capital Management
There is an opportunity to participant in events, meetings etc. Open to any and all communication
Member for 2 Years
Jason Correia of CLA is a member of XPX Tri-State
Jason F Correia
CLA
You need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Member for 5 Years
Michael Clear of Wiggin and Dana is a member of XPX Connecticut,Fairfield County,Hartford
Michael T. Clear
Attorney
Wiggin and Dana
Member for 10 Years
Joseph VonEhr of CFO Consulting Partners is a member of XPX Tri-State
Joseph T VonEhr
Director
CFO Consulting Partners
Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Member for 3 Years
Christopher Martens of AssuredPartners is a member of XPX Tri-State
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
AssuredPartners
There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Member for 3 Years
Brian Kerrigan
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.
Member for 3 Years
Stephen Jahelka
Chief Operating Officer
DSJ Advisory Group LLC
Either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!
New Member
FRANK RUSSO of Forctis Advisory Inc. is a member of XPX Tri-State
FRANK R RUSSO
Principal
Forctis Advisory Inc.
Navigating the uncharted waters of business transition - optimizing for your success.
Member for 3 Years
Jim Young
Senior M&A Advisor
Osage Advisors
You would like to discuss the sale of your business.
New Member
David Gaynor
Managing Director
Marshall & Stevens Incorporated
A valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
New Member
James Fasi ,CFP®, CEPA® of UBS is a member of XPX Hartford
James F. Fasi ,CFP®, CEPA®
Senior Vice President - Wealth Management
UBS
You would like a trusted, experienced advisor to offer guidance on clients looking to plan for an eventual transition from their business.
Member for 5 Years
Jennifer G Marks
Executive Director
JP Morgan
you need any kind of wealth management and planning advice.In addition to Investing, banking,lending and trust expertise on everything from executive compensation to philanthropy.
New Member
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
Senior Vice President - Wealth Management
UBS
You or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques
Member for 5 Years
Andrew Koutroumanis
State Tax Director
GrantThornton LLP
There are state and local tax matters.
Member for 5 Years
Joshua Shoshan
Senior Vice President
Wealthspire
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Member for 1 Year
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Connecticut,Fairfield County,Hartford
Ramsey W. Goodrich
Managing Partner
Carter Morse & Goodrich
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
Member for 14 Years
Anthony R DeChello
Attorney
DeChello Law Firm
You have a client in need of legal services or a question involving a legal or business issue.
Member for 6 Years
Gail Harris of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Gail M Harris
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.
Member for 5 Years
Robert Brody of Brody and Associates, LLC is a member of XPX Tri-State
Robert G. Brody
Founder and Managing Member
Brody and Associates, LLC
You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.
Member for 3 Years

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