Ethan Grossman

Vice President

Miami Shores, Florida

Professional Profile

Call Me When

Call Me When... You are or know a successful person looking for guidance on how to make smarter financial decisions.

Contact Method


  • Banker
  • Wealth Planner
  • Professional Certifications

    Chartered Financial Analyst (CFA)

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Charitable giving
  • Corporate finance
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Investments
  • Lending
  • Philanthropy
  • Private equity
  • Retirement
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Client Results


    South Florida

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role


    Why I'm a Member of XPX

    I'm focused on advising business owners on their personal finances including exit planning.