Members

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.

Showing 37 Members
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Jason Bartow
EVP
Eugene A. Bartow Insurance Agency, Inc.

Call Me When... someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.

Member for 4 Years
Ram Capoor
Partner
Axion Alpha Advisors

Call Me When... Corporate & Financial Advisory Services

New Member
Becky Creavin of Bison Wealth is a member of XPX Long Island
Becky Creavin
Managing Director and Partner
Bison Wealth

Call Me When... Business hours

New Member
Howard Abrahams of Morewood Funding, LLC is a member of XPX Long Island
Howard Abrahams
President
Morewood Funding, LLC

Call Me When... A business needs capital but a bank can't or won't lend. Any industry/geography.

Member for 1 Year
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
SVP
City National Bank

Call Me When... Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

Member for 4 Years
Jennifer Herbst
Senior Account Executive
Paro

Call Me When... You’re in need of finance/accounting expert talent- whether it's bandwidth augmentation, accounting process optimization, financial reconciliation, transaction due diligence, ERP optimization etc! Within 24 hours, we'll have a match from our network!

Member for 1 Year
Stephan Ramerini
Chief Visionary Officer
COMPEL CEOs

Call Me When... Your Business Owners clients and/or contacts need help getting to the finish line.

New Member
Peter Opitz of Danziger & Markhoff LLP is a member of XPX Long Island
Peter Opitz
Director of New Business Developement
Danziger & Markhoff LLP

Call Me When... you have client looking to establish retirement plan

Member for 1 Year
Peter Manzi of City National Bank is a member of XPX Long Island
Peter Manzi
Senior Vice President, Private Banking
City National Bank

Call Me When... A Certified Exit Planning Advisor is needed for a business owner's transition advisory team and requires advance financial planning for post-sale of company including personal cashflow analysis, estate planning, investment advice and trust services.

Member for 2 Years
Max Haspel of The Colony Group is a member of XPX Long Island
Max Haspel
Managing Director, Senior Wealth Advisor, & President of Colony Business Owner Services
The Colony Group

Call Me When... It’s time for you and your client to engage with a highly-collaborative and experienced team of subject-matter-experts that helps prepare owner-operators, their businesses, and their families for success before, during, and after their exit.

Member for 1 Year
Edward Rivadeneira
Certified Mergers & Acquisitions Advisor
Netrex Capital Markets

Call Me When... We offer debt advisory and capital arranging services to middle market companies and private equity firms as well as M&A advisory services to founder owned businesses.

Member for 1 Year
Diane Johnston of UBS Financial Services, Inc. is a member of XPX Long Island
Diane Johnston
Senior Vice President – Wealth Management
UBS Financial Services, Inc.

Call Me When... You need help navigating complexity and want to pre-experience wealth creation decisions.

Member for 5 Years
Gregg B Schor
CEO
Protegrity Advisors, LLC

Call Me When... Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

Member for 4 Years
Shawn Klotsche
Financial Planning Analyst / Associate Financial Advisor
The Wealth Alliance

Call Me When... I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.

Member for 1 Year
Jeffrey Berkman of Falcon Rappaport & Berkman PLLC is a member of XPX Long Island
Jeffrey W. Berkman
Partner
Falcon Rappaport & Berkman PLLC

Call Me When... you need a corporate attorney with extensive experience in M&A, business succession, securities law matters, employment incentive plans, outside general counsel services & other business law matters.

Member for 1 Year
Nkrumah Pierre of EisnerAmper is a member of XPX Long Island
Nkrumah Pierre
Director of Business Development and Head of the Friends of the Firm Program
EisnerAmper

Call Me When... You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor

Member for 3 Years
Suzanne Lisanti
Regional Sales Manager
PuzzleHR

Call Me When... Fractional HR support/managed HR services- PuzzleHR provides through HR Due Diligence pre and post acquisition

New Member
Eric Pekkerman of Marcum, LLP is a member of XPX Long Island
Eric Pekkerman
Transaction Tax Supervisor
Marcum, LLP

Call Me When... A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.

Member for 1 Year
David R. Ehrlich
Mr.
Stagg Wabnik Law Group

Call Me When... Legal advice, referrals, events

Member for 1 Year
Mark Gonzalez of Morgan Stanley Private Wealth Management is a member of XPX Long Island
Mark Gonzalez
Managing Director
Morgan Stanley Private Wealth Management

Call Me When... Anytime

New Member
David Birnbaum
Alternative Investments Director
Morgan Stanley

Call Me When... Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning

Member for 1 Year
John Kozey of Onshore Funding is a member of XPX Long Island
John Kozey
Founding Partner
Onshore Funding

Call Me When... financing is needed.

New Member
Stephen Rupolo
CFO
Imperial Advisory

Call Me When... anytime

New Member
Jackie Ghedine
Co-Founder
MGXW Consulting

Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management

New Member
James Xu
SVP
Citibank

Call Me When... Relationship Manager specialize in the middle market space and focused on industrial companies

New Member

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