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 91 members
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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

Call Me When... 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 4 Years
Harvey M. Katz
Fox Rothschild

Call Me When... When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees

Member for 6 Years
Jack Cox of NorthBridge Business Advisors is a member of XPX New Jersey
Jack Cox
NorthBridge Business Advisors

Call Me When... An owner is contemplating the transition of their business and simply wants to know how to proceed.

Member for 2 Years
Tim O'Rourke of EisnerAmper LLP is a member of XPX New Jersey
Tim O'Rourke
EisnerAmper LLP

Call Me When... Feel free to contact me if you have questions regarding the planning or execution your business succession.

Member for 5 Years
David Gaynor
Managing Director
Marshall & Stevens Incorporated

Call Me When... A valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.

New Member
John Kovacs of CFO Consulting Partners LLC is a member of XPX New Jersey
John R Kovacs
CFO Consulting Partners LLC

Call Me When... A client needs help in successfully implementing financial and operational improvements, completing acquisitions and divestitures, growth and business development, and restructuring and turnarounds.

Member for 5 Years
Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey
Clare McCoy
Senior Director
BNY Mellon Wealth Management

Call Me When... Pre-post planning for business owners. ($5MM Minimum)

Member for 6 Years
Michael Lear
SVP, Private Wealth Advisor
Capital Group

Call Me When... You need help with a business sale and help with evaluating options. Need a new financial advisor you won't outgrow

Member for 1 Year
Gene McCarthy
Regional President New Jersey
TriState Capital

Call Me When... Seeking responsive and flexible options for commercial and real estate lending needs.

Member for 6 Years
Gina D'Ambruoso of TD Bank is a member of XPX Tri-State
Gina M D'Ambruoso
VP SBA Business Development
TD Bank

Call Me When... Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Member for 5 Years
Keith Conway
Co-Founder, Partner
White Horse Capital

Call Me When... Your client's would like to optimize or transition their real estate holdings

New Member
Jennifer G Marks
Executive Director
JP Morgan

Call Me When... 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
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
Avalon Net Worth Group

Call Me When... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.

Member for 5 Years
Kevin Kettell of Appraisal Economics is a member of XPX Tri-State
Kevin J Kettell
Managing Director
Appraisal Economics

Call Me When... You need a valuation.

Member for 4 Years
Molly Linell
Business Development Associate
Marshall & Stevens

Call Me When... You need business valuations

New Member
Dennis Ladd
VP, Charitable Planning Consultant
FIDELITY Charitable

Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.

New Member
John Dowd of Bernstein is a member of XPX Tri-State
John Dowd

Call Me When... Call me when....clients are approaching a liquidity event.

Member for 7 Years
Nezihe Anil of Newport LLC is a member of XPX Tri-State
Nezihe Gulriz (Gigi) Anil
Newport LLC

Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.

New Member
Danielle Kelly of Fidelity Charitable is a member of XPX Tri-State
Danielle Kelly
Vice President, Charitable Planning Consultant
Fidelity Charitable

Call Me When... Your client is looking to make a charitable donation in advance of a business exit.

Member for 1 Year
Arthur Grutt of Cambridge Insurance Advisors is a member of XPX Tri-State
Arthur Grutt
Managing Partner
Cambridge Insurance Advisors

Call Me When... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.

Member for 5 Years
Joseph Pucci of William Blair is a member of XPX Tri-State
Joseph A Pucci
Private Wealth Advisor
William Blair

Call Me When... You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

Member for 14 Years
James Child of Four Springs Capital is a member of XPX Tri-State
James Child
Registered Rep
Four Springs Capital

Call Me When... You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

Member for 4 Years
Andrew Koutroumanis
State Tax Director
GrantThornton LLP

Call Me When... There are state and local tax matters.

Member for 6 Years
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
President and Founder
Cedar Point Financial Services LLC

Call Me When... you or your clients are interested in creative ways to mitigate income and/or estate taxes.

Member for 4 Years
Peter Colgan of is a member of XPX Tri-State
Peter Cobb Colgan
Director - Transaction Advisory Services

Call Me When... Anytime

Member for 1 Year

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