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

Charles Faron, Director & President
Rana Gorzeck, Director & Vice President
Doron Abrahami, Director
Jeffrey Brenner, Director
Ethan Grossman, Director
Erik Perlman, Director
Thomas Pinckney, Director
Magda Waszkiewicz, Director

COMMITTEE CHAIRS

Doron Abrahami, Marketing
Jeffrey Brenner, Sponsorship Chair
Susan Commander Samakow, Content Committee Co-Chair
Erik Perlman, Content Committee Co-Chair
Magda Waszkiewicz, Event Development Chair
David Weinstein, Event Development Co-Chair Thomas Pinckney, Membership Chair

Leader Directory

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

Founding Sponsors

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