XPX Tri-State Summit 2025
New York City: Deal! or No Deal!
Location
The Offices of Citrin Cooperman - 50 Rockefeller Plaza, New York, NY
Date
Wednesday, March 26th, 1:30 - 7:00 pm EST
Summit Committee
Deborah Agrafojo
Jeffrey Berkman
Jill Braunstein
Jason Correia
Terry Hannafin
Terry Hannafin, Partner at Carter Morse & Goodrich, advises family-owned businesses on M&A transactions. With 15+ years in deal execution across industries, he serves on boards for Exit Planning Exchange and AM&AA. A Boston College alum and former NCAA athlete, Terry is deeply involved in youth sports and resides in Connecticut with his family.
Diane Johnston
Diane Johnston, XPX Tri-State Chairperson and SVP of Wealth Management at UBS Financial Services, navigates complex financial landscapes to assist business owners and small institutional plans (ERISA/E&F) in wealth management. With over two decades of expertise, she provides tailored financial strategies, tackling regulatory, tax, and investment challenges. Diane's passion lies in empowering clients to connect with their wealth and optimize outcomes, especially for endowments and foundations. A Long Island resident, Diane enjoys sailing, exploring new sports, and indulging her artistic pursuits through writing, painting, and sketching.
Jeanette Jordan
Danielle Kelly
James Knoebel
Dawn Needelman
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