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 of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford

Martin Anderson

Panelist
Regional President, Fairfield County, Connecticut, Webster Bank

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 of Carter Morse & Goodrich is a member of XPX Tri-State

Terence Hannafin

Speaker
Partner, Carter Morse & Goodrich

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 of CIO Americas, UBS Financial Services Inc. is a contact of XPX

Paul Hsiao

Guest Speaker
Asset Allocation, CIO Americas Strategist, UBS

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

Presenter
Managing Director, Head of the Business Owners Client Segment, UBS Financial Services Inc.

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 of UBS Financial Services, Inc. is a member of XPX Tri-State

Diane Johnston

Presenter
Senior Vice President - Wealth Management, UBS Financial Services Inc.

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

Panelist
Senior Managing Director; President, Blackstone Private Equity Strategies (BXPE), Blackstone

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

Speaker
Americas Regional Business Lead, Microsoft

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

Steve Ramerini

Moderator
Chief Visionary and Founder, COMPEL CEOs

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).

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