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 108 Members
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Leslie Fajfer of Armanino, LLP is a member of XPX Tri-State
Leslie Fajfer
Mrs.
Armanino, LLP

Call Me When... Accounting (CPA) Services

New Member
Ira C Rovitz
Executive Managing Director
Newmark

Call Me When... 24/7 I am always available. I like to think that I out care my competition.

Member for 4 Years
Gregory Murphy
Private Wealth Advisor
U.S. Bank

Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing

New Member
David Borsack
Attorney
Cole Schotz P.C.

Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business

New Member
Bethany Hickey
Associate
Ropes & Gray LLP

Call Me When... You need an established M&A or private equity legal advisor.

Member for 1 Year
Daniel Morris
Managing Partner
Mindracer Consulting

Call Me When... The client needs to add a professional sales team to grow revenues and drive exit value

New Member
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
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 5 Years
Nick Ciampanelli of National Financial Network is a member of XPX Tri-State
Nick H. Ciampanelli
Financial Advisor
National Financial Network

Call Me When... Protecting & Growing a Client's Wealth.

Member for 1 Year
Nezihe Anil of Newport LLC is a member of XPX Tri-State
Nezihe Gulriz (Gigi) Anil
Partner
Newport LLC

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

Member for 1 Year
Jim Vigna
Vice President
Live Oak Bank

Call Me When... you are seeking financing to buy our sell a business.

Member for 2 Years
Christopher Martens of AssuredPartners is a member of XPX Tri-State
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
AssuredPartners

Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.

Member for 5 Years
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.

New Member
David Wilson of Sincerus Advisory is a member of XPX New York
David Flores Wilson
Managing Partner
Sincerus Advisory

Call Me When... Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning

Member for 1 Year
Edward Becker, CPA of Armanino, LLP is a member of XPX Tri-State
Edward Becker, CPA
Partner
Armanino, LLP

Call Me When... Top 20 CPA Firm -Specializing in: Strategy and Technology Transformation, Due Diligence, Consulting & Tax Strategies

New Member
Patrick Morgan
Manager, Transaction Advisory Services
RSM US LLP

Call Me When... Someone has a question about needs or expectations for the due diligence process.

New Member
Charles Gerber
Managing Member
Triumph First LLC

Call Me When... when there are needs and/or questions regarding a proposed financing, including complex financial regulatory issues.

New Member
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
CEO
Avalon Net Worth Group

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

Member for 6 Years
Richard N Baum
Managing Partner
Consumer Growth Partners

Call Me When... Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.

Member for 1 Year
Andrew Marks of World Creative & World Chic is a member of XPX Tri-State
Andrew Marks
Wealth Investment Mentor | Co-Founder
World Creative & World Chic

Call Me When... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.

New Member
PHILIP M DANISI
PRINCIPAL
DANISI LAW

Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY

Member for 1 Year
Anthony J Cook
Principal, Private Wealth Management
AB

Call Me When... You have a HNW client who needs world class planning and wealth management advice.

Member for 1 Year
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
owner
SMC Data Systems

Call Me When... ERP Software for mid-market manufacturers, distributors and food companies

Member for 1 Year
Kevin Bodnar
Investment Banking
Withum

Call Me When... Full service investment banking for privately held, family and founder owned businesses

New Member
John A Grzymala
COO
Family Office Advisory Services

Call Me When... there is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.

Member for 6 Years

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