Michael Schodrof
Alex Brown
La Grange,
Illinois
About
Company name
Alex Brown
Business title
Private Wealth Advisor
Contact
How to contact
Cell - 773 505-6360
Professional Profile
Call Me When
You need someone with a wealth of experience in your advisory circle as a small business owner. I have 25 years of Financial Services experience. Through the platform at UBS, I have access to a boutique investment banking network to aid in a sale.
Professions
M&A Intermediary
Wealth Manager
Functional Expertise
Buy side/Acquisitions
Capital markets
Cash management
Corporate finance
Cybersecurity
Debt
Entrepreneurship
ESOPs
Estate planning
Family business
Finance
Financial Modelling
Forensic accounting
Fundraising
Intellectual property
Investments
Management succession
Mergers
Private equity
Private placements
Real estate
Retirement
Risk management
Sell side/Divestiture
Strategic planning
Tax
Transaction advisory
Transaction intermediary
Trusts
Venture capital
Exit/Transition Planning
Professional Certification
CFA, CEPA, MBA
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Chicago Individual
Member since
Member for 2 years
Why I'm a Member of XPX
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