XPX Tri-State 2026 Summit
Location
The Offices of CLA | One Grand Central Place
60 East 42nd Street | Suite 5100
New York, NY 10165
Date
Tuesday, March 24th, 2026
Moderators & Panelists

Martin Anderson
Martin Anderson is Regional President for Fairfield County and a senior vice president in Webster’s Middle Market Banking group. With 25+ years of experience in flexible lending solutions, he has deep expertise supporting family-owned businesses and private equity sponsors. He is active in community organizations and holds degrees from Connecticut College and UConn.

Terence 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.

Paul Hsiao
Paul Hsiao is an Asset Allocation Strategist in UBS’s Chief Investment Office. He previously led strategy and thought leadership at Credit Suisse Asset Management and worked as an economist at BCG. His work is featured in major global publications, and he holds degrees from Columbia and other leading institutions.

James Jack
James Jack leads the Business Owners Client Segment at UBS, supporting advisors and entrepreneurs with exit planning and ESOP strategies. Since 2006, he has driven initiatives across banking and lending at UBS. He is a CEPA® designee and serves on the Bronx Academy of Letters Foundation board.
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.

Thomas Morrison
Thomas Morrison is Senior Managing Director and President of Blackstone Private Equity Strategies, overseeing diversified private investment portfolios. Since joining Blackstone in 2011, he has led global capital markets and private wealth initiatives. He serves on several advisory councils and holds degrees from Harvard College and the Kellogg School of Management.

Jaqueline O'Flanagan
Jacqueline O’Flanagan leads Microsoft’s financial services industry strategy and execution for the Americas, focused on empowering financial institutions across the region with trusted tools and technology to deliver differentiated experiences, reduce costs and accelerate innovation for sustainable growth.
Jacqueline has more than 20 years of extensive experience in global sales, management, and information technology and a proven ability to develop and lead high performance teams that operate in complex environments.
Prior to her current role, she was Financial Services Industry Lead at Microsoft Canada. Before joining Microsoft, Jacqueline was the Global Head of Consulting Services at CGI for the Global Wealth and Capital Markets covering North America, EU & Commonwealth. She was also the Head of Canada for the London Stock Group, driving strategy and rolling out innovative technology and data-driven solutions to enrich the client experience across the globe.
Jacqueline is also an advocate and ally of Diversity & Inclusion and actively promotes and aspires to advance the culture of inclusion through intentional, positive efforts. She has a strong passion for leadership, developing strong talent and mentoring women in the financial services space, and is the current executive sponsor for the Women at Microsoft Employee Resource Group (ERG).
She is an active speaker at industry events and throughout the media. Follow Jacqueline at: https://www.linkedin.com/in/jacquelineoflanagan/

Steve Ramerini
As Founder of COMPEL CEOs, Steve Ramerini is passionate about helping small to mid-market companies build high-performing organizations while embracing the changes required for success.
In the past decade alone, he has guided clients through liquidity transactions totaling more than $750 million.
In addition to being a Tri-State member of XPX, Steve serves on the boards and is a founding member of the Middle Market Alliance of Long Island (MMALI).
Event Sponsors
you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Program Sponsors
It seems we can't find what you're looking for.
Cocktail Sponsors
Name Tag Sponsors
Your Business Owners clients and/or contacts need help getting to the finish line.
Coffee Sponsors
Program Sponsors
Supporting Sponsors
You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.