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 4 Members
President
Eric Mendelsohn
M&A Transaction Intermediary/Business Broker
Archveo Advisors
Call me when... When You Know of A Business Owner That Wants To Retire or Relocate and Wants To Sell Their Business
Membership
Robert Pascale
Private Banker
J.P. Morgan Private Bank
Call me when... You need advice for structuring and investing your wealth, planning to sell your business or real estate, setting up an efficient trust plan, or have a need tor a mortgage or loan.
Programming
Yoav Cohen
Managing Partner/CEO
NYC Advisors, LLC
Call me when... a deal looks good but the company won’t survive due diligence. I fix the operational and financial gaps so the transaction can move forward.
Treasurer
Ian Stuart
Director
CFO Consulting Partners
Call me when... You have a need for a Fractional CFO or other strategic finance support
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
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Tri-State Silver Sponsors
Allan Tepper, CPA - Call me when...
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
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