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.

Chapter Founding Leaders

The leaders of the Exit Planning Exchange South Florida Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter.

EXECUTIVE COMMITTEE

Rana Gorzeck, Director & President

Erik Perlman, Director & Vice President

Charles Faron, Immediate Past President

Michael Sluka, Director & Treasurer

Doron Abrahami, Director

Jeffrey Brenner, Director

Russell Cohen, Director

Ethan Grossman, Director

Thomas Pinckney, Director

Magda Waszkiewicz, Director

COMMITTEE CHAIRS

Doron Abrahami, Marketing

Jeffrey Brenner, Sponsorship 

Russell Cohen, Sponsorship 

Erik Perlman, Content 

Thomas Pinckney, Membership 

Susan Commander Samakow, Content 

Magda Waszkiewicz, Events

David Weinstein, Events

Leader Directory

Senior Managing Director
CSuite Impact DealMakers
Leadership Role
Director & Sponsorship Chair
Self Employed
Knapp Solutions
Managing Director
Fiduciary Trust Company International
Tax Partner
RSM US LLP
SVP, Relationship Manager
Bank of America
Attorney/Partner
Ward Damon, PL
Leadership Role
President
Client Strategist
BNY Mellon Wealth Management
President
River Run Consulting Group
Leadership Role
Director & Marketing Committee Chair
Mr
Bernstein
Leadership Role
Director & Membership Chair
Vice President
Brown & Brown Insurance
Leadership Role
Director & Event Development Chair
Director
Marcum LLP
Vice President
Goldman Sachs
Principal
Nperspective CFO & Strategic Services
Leadership Role
Director & Treasurer
Shareholder (Attorney)
Greenberg Traurig, P.A.
Partner
Avila Rodriguez Hernandez Mena & Garro, LLP
Vice-President
Osage Advisors, LLC
Leadership Role
Immediate Past President
Managing Director
CohnReznick
Leadership Role
Event Development Co-Chair
Principal
Growth Capital Advisors
Wealth Management Advisor
Merrill Lynch

Founding Sponsors

Annual Sponsors

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