Financial Poise

Financial Poise Authors

Contributors listed alphabetically by their last names.


Stephen A. Bornstein

Stephen A. Bornstein

New York City securities attorney and financial blogger.

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Zascha Blanco Abbott

Zascha Blanco Abbott

Zascha Blanco Abbott is with the firm of Liebler Gonzalez & Portuondo, in Miami, Florida. Zascha focuses her practice on the representation of employers in labor and employment matters. Her experience includes defending employers in a variety of employment-related lawsuits, such as discrimination, hostile work environment, breach of contract, tort claims, non-competes, wage and hour and retaliation claims. Her experience includes representing employers in claims under Title VII, the Florida Civil Rights Act, the Family Medical Leave Act, the Age Discrimination in Employment Act, and the Americans with Disabilities Act. She also provides training on discrimination and harassment free workplace issues and on labor and employment matters. Zascha is AV Preeminent Peer Review Rated by Martindale-Hubbell and has been selected as a Florida Super Lawyer.

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Scott Adamson

Scott Adamson

Scott is a partner in the Corporate Transactions & Securities Group of Alston & Bird. He represents public and private strategic and financial buyers and sellers, emerging businesses, and family offices and business owners in critical corporate transactions.

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Adeola Akinrinade

Adeola Akinrinade

Adeola Akinrinade is a Director in the Financial Advisory Services Group at EisnerAmper LLP and has over 10 years of experience providing financial and strategic advisory services to companies and creditors. Her experience focuses on mergers and acquisitions, financings/refinancings, restructurings, bankruptcies and strategic advisory. Adeola has worked with clients across a wide range of industries including consumer, retail, industrials, energy, power and utilities, and media.

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Alexis Andrews Cooper

Alexis Andrews Cooper

Alexis A. Cooper practices with the law firm of Sidley Austin LLP in the Corporate and Securities group with a focus on Private Equity and Mergers & Acquisitions. She represents clients on M&A and other corporate transactions in the middle-market across a wide range of industries, including consumer products, medical devices, textiles, packaging, juvenile products, boating, manufacturing, distribution, services and technology. She regularly advises private equity sponsors in connection with the structuring, negotiation and implementation of leveraged acquisitions, management buy-outs, growth equity investments and dispositions. In addition, Ms. Cooper has extensive experience advising a variety of clients, including buyers, sellers, management teams and lenders, on all aspects of complex merger and acquisition transactions, general corporate matters, joint ventures, and restructurings. Ms. Cooper is a regular presenter at continuing legal education programs, speaking on various topics such as the “Anatomy of a Purchase Agreement”; “Representation and Warranty Insurance in M&A Transactions”; “Hot Topics in Private Equity”; “Key Issues in Equity Documents in Private Equity Transactions”; and “Co-Investments”. In October 2014, she served as a guest lecturer at the University of Michigan Law School, presenting to students on the “Anatomy of a Leveraged Buyout”. She has also presented on the topic of “Choosing a Business Entity” to entrepreneurs and business owners at the Chicago City Treasurer’s Small Business Expo. Further, Ms. Cooper uses her professional skills to provide corporate advice to clients of the pro bono organization, Lawyers for the Creative Arts, and is active with Sidley Austin’s partnership with Kanoon Magnet Elementary School through its “Lawyers in the Classroom” program. Ms. Cooper graduated with a B.S. from the University of Illinois in 1995 and received her J.D., cum laude, from the Loyola University Chicago School of Law in 1998.

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Thomas Apperson

Thomas Apperson

Mr. Apperson is a Managing Director of Avalon Group, Ltd., and co-head of the firm’s alternative energy and clean technology sector investment banking practice. His experience and expertise include storage technologies (such as batteries), energy efficiency, liquid fuels (biomass to ethanol), solar, water, wind, and other related technologies. Additionally, Mr. Apperson has a substantial background in corporate restructuring.

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John Arensmeyer

John Arensmeyer

John Arensmeyer has used his long experience as a business owner to build Small Business Majority into a nationally recognized small business organization and the leading advocate for critical public policy issues facing America’s entrepreneurs—particularly healthcare, access to capital, taxes, retirement/asset building, and numerous workforce issues. The organization is focused on empowering America's entrepreneurs to build a thriving and inclusive economy. In the past few years John has spearheaded the growth of Small Business Majority’s Entrepreneurship Program, providing critical practical resources to our nation’s 28 million small businesses. John was the founder and CEO of ACI Interactive, an award-winning international interactive communications company. Information Week named ACI's signature product one of the nation's top 100 e-business innovations, and the company was cited by the San Francisco Business Times as one of the top 100 fastest growing private companies in the Bay Area. Earlier, John was the chief operating officer of a pioneering multimedia business and an attorney in New York. John is a frequent speaker on small business policy issues and a regular guest on TV and radio, including MSNBC's Your Business, PBS NewsHour, Fox News, Bloomberg TV, NPR's Marketplace, MSNBC's Hardball with Chris Matthews and the CBS Evening News. In 2009 he was an active participant at the White House summit on healthcare reform. He testifies regularly before congressional committees, and has briefed White House officials and congressional leadership on small business policy issues. He serves as Board Chair for California's Insure the Uninsured Project. He has led a study group at Harvard's Kennedy School of Politics, and has served on the Association for Enterprise Opportunity's Economic Impact Council and Micro Capital Task Force. John is conversational in Spanish.

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David B. Solomon

David B. Solomon

David Solomon works with owners and executives of companies to help them address various legal issues involved in their day-to-day operations. He has substantial experience representing companies in the process of raising capital to fund their business operations as well as with their merger and acquisition activities. His specialties include general mergers and acquisitions practice by representing owners of closely-held companies who sell the stock of their company to an Employee Stock Ownership Plan (ESOP).

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John Backus

John Backus

John Backus has been investing in venture capital for over 20 years. His firm, PROOF.VC, is the pioneer in using the pro rata rights of smaller VCs to gain unique access to many of the fastest growing venture-backed companies, while also extending that access to his LPs through co-investment SPVs. Prior to his career as a venture capitalist, John was an entrepreneur, co-founding electronic banking pioneer, US Order with three other people, taking it public on NASDAQ, and running it as CEO. He sat on the board of directors of the National Venture Capital Association for four years, including two years as a member of the five-person executive committee.

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Jeff Ball

Jeff Ball

President and CEO of Visio Financial Services.

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David Banfield

David Banfield

David Banfield is president of The Interface Financial Group, a provider of cash flow acceleration solutions for business. David Banfield - President, Interface Financial Corp. David Banfield received his professional credentials in banking and credit management in the United Kingdom, where he held positions in both the banking and factoring industries. In 1975, after fifteen years of service in various sectors of banking operations, David was appointed Vice President and Manager of Mercantile Bank & Trust Co. Ltd. From 1978-1986, he was Vice President of Walter E. Heller Financial Corp. He was subsequently named President of Interfax Financial Services Limited, a position he held from 1986-1990. David was named President of the Interface organization in 1991 and has played a significant part in the successful development and growth of the Interface organization.

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Lee Barken

Lee Barken

CPA, LEED-AP, is the Energy and Cleantech practice leader at Haskell & White LLPÊ

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Greg Beaufait

Greg Beaufait

Greg Beaufait joined Dundee VC in 2013 and now leads the fund's investment efforts in Minneapolis. Greg started out as an intern at Dundee before graduating from the Heider College of Business at Creighton University with degrees in Finance and Economics. He primarily focuses on deal sourcing, investments, and portfolio company management.

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David Behin

David Behin

CEO and Co-Founder ofÊreal estate crowdfunding platformÊCityFunders.

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Scott Bernstein

Scott Bernstein

Scott is a venture capital investor at Lewis & Clark Ventures, a fund manager that focuses on Series A and B stage startup innovation between the US coasts. Previously, Scott managed the operations of Capital Innovators, a startup accelerator and seed stage venture capital fund for software innovation. He earned a Bachelor's Degree in Economics from the University of Colorado Boulder and an M.B.A. from the University of Chicago Booth School of Business.

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Robin Bloor

Robin Bloor

Robin Bloor is a writer (medium.com/@robinbloor) and presenter with experience in software development, as a software engineer, DBA, and project manager. He is also a mathematician and has been a technology analyst for over 25 years. Above all else, however, he is a writer. He is the author of "The Algebra of Data" and contributed and co-authored other books, like Dummies books (published in 2007, 2009, 2009) and "The Electronic [email protected]" (published in 1999). Bloor brings to the table a writing finesse combined with an ability to analyze, understand, explain and articulate information technology.

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John Bowens

John Bowens

John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry, partly due to his unique ability to take a complex issue and break it down into simple-to-understand terms. Currently a Senior Manager at IRA custodian Equity Trust Company, John draws from his 15 years in the real estate industry and his experience as an active real estate investor. In his travels across the U.S. and virtually, he has trained 50,000 investors during more than 300 workshops and classes, spreading the message about the power of building tax-free wealth and leaving a lasting legacy by investing in what you know best. John contributed to the book “Self-Directed IRAs: Building Retirement Wealth Through Alternative Investing” with Equity Trust Company Founder Richard Desich, Sr.,and has appeared on several national real estate and finance-related radio shows. He received his bachelor’s degree in Finance from Ohio University.

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Katherine Braden

Katherine Braden

Katherine Braden is a business communications professional with a background in journalism and experience working with clients in the financial services industry.

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Wade Bradley

Wade Bradley

Founder and CEO of Media Society.

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Mike Brady

Mike Brady

President of Generosity Wealth Management.

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Jacob Braude

Jacob Braude

Jacob is a communications strategy expert with nearly two decades of experience. He leads the Applied Behavioral Insights practice at ZS and is one of the leading practitioners of using behavioral and cognitive science to drive behavior change within customers and organizations. His writing on commercialized behavioral science has appeared in Fast Company, Ad Age, and Forbes, among others.

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Allison Brecher

Allison Brecher

Allison Brecher is general counsel at Vestwell, a fintech startup innovating the retirement plan market. She brings over 15 years of legal and regulatory experience to Vestwell, having handled high profile and complex litigation involving employee benefits, ERISA, regulatory matters, data privacy, and electronic discovery. Previously, Allison was Senior Assistant General Counsel and Director of Information Management at Marsh & McLennan Companies. Prior to that, she handled ERISA, securities, and directors and officers claims for AIG.

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Adam Brouillet

Adam Brouillet

Adam Brouillet is a data privacy and cybersecurity attorney with Trenam Law in St. Petersburg, Florida. He advises clients on legal issues relating to information privacy, including cybersecurity standards, vendor contracts, insurance, business transactions, and data-breach response obligations. Adam also represents clients in commercial disputes in trial and appellate courts.

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Joe Burns

Joe Burns

Seasoned financial services executive with global leadership experience. Joe Burns is Head of Hedge Fund Solutions at iCapital Network, Inc. He has a dedicated focus on developing client solutions via alternative strategies, as well as diverse experience in product origination, multi-asset research, portfolio construction, risk management, business operations and consultative engagement with U.S. and international clients across institutional and private wealth channels.

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Christopher Cahill

Christopher Cahill

No author bio available. Check LinkedIn for more information.

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Yesenia Cardona

Yesenia Cardona

No author bio available. Check LinkedIn for more information.

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Charles Clinton

Charles Clinton

Co-founder and CEO, Equity Multiple, a leading online investment platform that is leveraging technology to help modernize the real estate industry. As CEO, Charles shapes the strategic vision of the company and oversees its daily operations and sits on the firm's investment committee and board of directors.

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Avery Cohen

Avery Cohen

Avery Cohen is the Founder and Principal of Metrist Partners, a firm specializing in digital strategy and online marketing management.

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Etahn Cohen

Etahn Cohen

Etahn M. Cohen concentrates on corporate, securities and information technology matters for Sugar Felsenthal Grais & Helsinger LLP, a national business-focused law firm with offices in Chicago and New York. He represents entrepreneurs, closely-held and middle-market businesses and their investors, acting as an outside general counsel for many of his clients.

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AdaPia d'Errico

AdaPia d'Errico

AdaPia d’Errico is a visionary leader with 20+ years of experience across countries, cultures, and both corporate and start-up environments. She’s co-founded businesses, launched brands, and defined industries. She is a respected fintech entrepreneur, executive, and evangelist who brought real estate crowdfunding into the mainstream. Today, AdaPia is a Principal and VP of Strategy at Alpha Investing, a real estate private equity firm that offers multifamily, senior housing, and affordable housing opportunities nationwide with a portfolio of over $1.5BN in property value. Previously, she was Chief Marketing Officer at Patch of Land, one of the first real estate crowdfunding platforms, helping to grow the company from 3 founders to a VC-backed firm of over 50 people. AdaPia began her career in financial services when she was 18 years old. AdaPia is the author of Productive Intuition: Connecting to the Subtle, a leadership facilitator, and a powerful keynote speaker. Learn more at www.adapiaderrico.com.

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Erin D. Hollis

Erin D. Hollis

Since 2000, Ms. Hollis has worked with advisors and closely-held business owners for valuation needs, and has experience providing valuation advisory and economic analysis services in the areas of litigation, taxation, transactional, and planning purposes, including ESOP valuation. Erin is a Director in the Financial Opinions Group at Marshall & Stevens, a national appraisal firm. She is an Accredited Senior Appraiser (ASA) and a prolific author and speaker on the topic of business valuation and a qualified expert witness for litigation matters. She is a member of the Business Valuation Committee of the ASA and a member of the Valuation Advisory Committee of The ESOP Association. Industries of expertise are, but not limited to, wholesale, retail, services, medical, manufacturing, auto dealerships, transportation, construction, and oil and gas.

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Jacob Dayan

Jacob Dayan

Jacob Dayan graduated with a Bachelor’s in Business Administration from the University of Michigan’s Ross School of Business. He began his career as a financial analyst at Bear Stearns’ industry leading Financial Analytics and Structured Transactions group. In 2010, he co-founded Community Tax LLC, a tax company dedicated to helping customers nationwide with tax resolution, tax preparation, bookkeeping and accounting services. As CEO of Community Tax, Jacob Dayan has assembled a strong team of attorney practitioners, CPAs and enrolled agents to deliver superior customer service and expected results.

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Cyril Demaria

Cyril Demaria

Cyril Demaria specializes in private equity and combines practical and entrepreneurial experience with academic knowledge. He was Partner and Head of Private Markets at Wellershoff & Partners, where he provided independent research and advisory. Previously, he was Executive Director in charge of private markets research at the Chief Investment Office of UBS Wealth Management. Throughout his career, he held various positions as founder and managing partner of venture capital funds, CIO of Tiaré Investment Management, a portfolio manager in a fund of funds and an insurance group. He started as an analyst in a venture capital fund in the US and Europe. Cyril holds a BA in Political Sciences from the Institut d'Etudes Politiques of Lyon, a Master's in Geopolitics, a Master's in European Business Law, a Master's from HEC (Paris) and a PhD from the University of St Gallen. He is an Affiliate Professor at EDHEC and lectures at EADA. He is the author of the reference textbook "Introduction to Private Equity, Debt and Real Assets" (3rd ed., Wiley, 2020), translated in four languages, and five others such as "Asset Allocation and Private Markets" (Wiley, 2021).

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Bruce Denby

Bruce Denby

Bruce Denby is Managing Director and co-head of the Asset Based Lending Group at CIBC. He is responsible for developing and managing the national business efforts for the Asset-Based Lending team, as well as coordinating business opportunities with the Illinois Commercial, Specialty Banking and National Commercial Banking groups. He is a frequent panelist for the CFA and TMA.

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Brian Dixon

Brian Dixon

Brian is the COO and Managing Director of Capital Innovators where he has helped raise tens of millions of dollars for investment funds and assisted its portfolio companies in raising over $375 MM; provided venture investment and management to more than 130 companies in the technology, consumer products, and energy-tech verticals; launched new business lines including fractional c-suite help for startups, corporate innovation partnerships, corporate Accelerators, university partnerships, early-education partnerships, and more. Brian also co-created the world's first energy tech Accelerator partnering a Fortune 500 energy utility, a statewide university system, and a top-ranked Accelerator.

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John Drachman

John Drachman

John Drachman, Financial Marketing Writer, is an IABC Gold Quill-winner for editorial excellence, He has developed marketing communications initiatives for hundreds of financial services clients over three decades. He has also served in executive positions at Putnam and Pioneer Investments. Do you need to turn complex ideas into actionable messages? Discover more about John on Linkedin.

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Rhonda Ducote

Rhonda Ducote

Rhonda Ducote is President/Principal at Apriem Advisors, a wealth management firm in Irvine, CA.

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Simon Dufour

Simon Dufour

Simon Dufour, CPA is an Audit Principal at Hall & Company CPAs. He has 18 years of experience in public accounting and has carved out a specialty offering assurance and consulting services to the cannabis industry. His specialized knowledge and experience includes consulting on various accounting and operational projects, performing detailed research on the accounting treatment of specific transactions and benchmarking.

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Pierre duPont

Pierre duPont

Pierre is an active mentor and investor in new and growing companies; a private banker and family wealth advisor for individuals; a strategy, finance and management consultant for mid-sized businesses and their owners; and a semi-retired entrepreneur. In his role as a Partner at Cerity Partners in New York City, he provides a variety of financial, investment and wealth related services to business-owners, tech entrepreneurs, families and individuals. He is often responsible for all of a client’s personal financial and wealth matters so that the client may focus on his or her business, family, and charitable efforts. For five years before joining HPM Partners, Pierre was at Two Sigma Investments, where he invested partnership capital in private deals in Mainland China and he raised capital for the firm's quant hedge funds. Over twenty five years Pierre has been a private investor in many types of businesses from small to large and in many sectors, geographies and business environments. Earlier, he was an entrepreneur, co-founding a number of software companies, including: Division Group, plc (LSE: DVG) the first headset-based virtual-reality graphics hardware and software company in 1989 which he helped take public in 1993 and which was acquired by Hewlett Packard in 1997; FitSense, Inc., the first 2year-battery wireless micro-pedometer and biometric sensor company which was acquired by Nike, Inc. (NYSE: NKE) in 2006 to become the Nike+ Apple iPod/iPhone runner’s shoe system; and, the first web-based secure document repository and due-diligence/deal-room system which became Intralinks, Inc. (NYSE: IL). Pierre advises friends and clients on multi-generational inheritance, global asset allocation, family offices, business strategy and business ownership. As a member of two large, historic business families he brings several lifetimes of understanding business-owner issues and family dynamics; the associated trusts and family charters; long-term investment strategies; questions around business control, tax, estate planning and private investments; and projecting family values, principles and culture to future generations. He has been fortunate in life to receive centuries of business and family heritage through both his mother’s family (a $12 billion closely-held retail convenience store and quick-serve restaurant chain) and his father’s family (a $25 billion chemicals and agricultural business which has long been out of family control.) After getting a B.Sc.E. at Princeton in 1982, Pierre started his career at Bolt, Beranek & Newman (BBN) as a research scientist and software engineer in computational linguistics, parallel processing, and statistical data analysis. Pierre is on the Management Committee of the New York Hedge Fund Roundtable; is a member of The Economic Club of New York and the International Executive Resources Group; is on the Advisory Board of the Center on Business and Poverty at the University of Wisconsin-Madison; is on the Impact Council of Boundless Impact Investing; is a mentor for the Princeton Entrepreneurship Council and for Princeton University’s Bendheim Center for Financial Engineering; and is the Treasurer of the North Haven Casino Yacht Club.

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Robert E. Connolly

Robert E. Connolly

Rob is a member of Levenfeld Pearlstein, LLC’s Corporate & Securities Group and has been with the firm since its inception. Rob helps clients structure, negotiate and close complex business transactions. He also serves as outside general counsel for a number of businesses in the middle market across a variety of industries, including: technology, cloud computing/software-as-a-service, consulting, professional service firms, real estate, consumer services, distribution and manufacturing. Rob’s areas of concentration include: • Mergers and Acquisitions • Growth Equity Investments • Restructurings and Recapitalizations • Capital Raises and Private Placements • Technology Consulting Agreements • Enterprise SaaS (“cloud”) Agreements • Real Estate Syndicated Offerings and Fund Formations • Commercial Contracts Rob’s representative clients include: • Middle market companies (generally $10mm to $200mm in revenue) • IT service providers and enterprise SaaS companies • Fast-growing bootstrapped companies • Venture-backed startups • Sophisticated entrepreneurs • Real estate developers, sponsors and investors

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Peter Eickelberg

Peter Eickelberg

Peter Eickelberg currently serves as a Managing Director and Chief Compliance Officer of Alpha Fiduciary, a $500 million+ investment advisor based in Phoenix, AZ. Prior to this position, he led the investment department for a large cross-border wealth management firm that specialized in Canadian migrants, and before that he was a broker with a highly-ranked national discount brokerage firm. This varied background has given Peter a broad perspective on private wealth management.

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Lee Eisenstaedt

Lee Eisenstaedt

Leading With Courage® Academy (LWCA) is dedicated to helping the leaders of and advisors to employee- and family-owned organizations be more effective builders of healthier, sustainable, thriving businesses that strive to do what's right for all of their stakeholders. Our advisory services are focused on leadership development, self-awareness and succession planning. Our assessments, workshops, and processes are data-based, guided by real- world experience, and proven in the market which, I believe are why our clients tell us that more than 75% of what they've learned from us can be used right away. Lee spent 23 years with SC Johnson as a finance and operations executive in the US and Europe. He has also been the Chief Operating Officer of both a Top 5 and Top 50 CPA firm and received his MBA from Northwestern University. Lee is the author of four books on leadership and is working on his fifth that features lessons from leaders of ESOPs. He's also an Official Member of the Forbes Coaches Council and publishes regularly on Forbes.com.

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Jeff Elkins

Jeff Elkins

Jeff Elkins is a CPA and Senior Tax Manager for Hall and Company. Jeff has an extensive background in income tax planning and compliance for corporations, partnerships, and high-net-worth individuals. He has been practicing in Public Accounting for the past 10 years. Jeff serves a variety of industries, including real estate, cannabis, manufacturing and professional services. Jeff also consults clients on technical tax issues, including business combinations, re-organizations, entity formation and liquidation, methods of accounting, and more. Specializing in closely held businesses, his focus is on helping clients minimize their tax liabilities and create multi-generational wealth as they grow their business.

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John F. Sweeney

John F. Sweeney

Head of Wealth and Asset Management at Figure, a San Francisco Bay area financial technology company with the mission of leveraging blockchain, AI and advanced analytics.

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Michael F. X. Murdoch

Michael F. X. Murdoch

Senior Vice President Aon Risk Solutions / Private Risk Management Michael F. X. Murdoch serves as Strategic Advisor to both Aon’s national and international accounts, bringing global resources to his prospects and clients. Mr. Murdoch’s primary areas of expertise are real estate, family office, media, telecommunications, public entities, financial institutions, hedge funds, waste management, entertainment and hospitality. In addition, he specializes in Property and Casualty lines, as well as Private Client Services. Prior to joining Aon, Mr. Murdoch served as a Managing Director for Marsh & McLennan and was an account executive on multi-national accounts. In addition, he was part of Marsh & McLennan’s Risk Evaluation Group, specializing in risk management due diligence analysis for buyout companies and private and public investment groups. He was also the co-head of the Private Client Services Group, which provided risk management advice and placement to High Net Worth and Family Office clients. Michael began his insurance career with Johnson & Higgins. Education: Pratt Institute – Graduate School of Architecture – Mayor Scholarship Award Masters of Science – Management, The Averell Harriman School, Graduate Fellowship Award Bachelor of Arts – English and Psychology, Stony Brook University Student of Eleanor Steber – Juilliard School Current Board Affiliations; Springboard Enterprises Previous Board Affiliations; National Board of ASPCA Jackson Memorial Hospital

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Peter Feinberg

Peter Feinberg

Peter Feinberg has more than 25 years’ experience representing primarily middle market companies in all aspects and many sectors of merger and acquisition transactions. Mr. Feinberg has successfully closed well over 100 merger and acquisition transactions, representing buyers and sellers, public and privately held companies, multinational firms, family owned businesses and private equity firms. He is a sole practitioner in San Francisco. He has previously been a partner at Thelen Reid & Priest and Ferrari Ottoboni and Of Counsel at Hoge Fenton; and has worked in house at NetApp and Clorox.

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Steven Fischoff

Steven Fischoff

Steven Fischoff is Senior Director at Alvarez & Marsal, a global professional services firm that provides advisory, business performance improvement and turnaround management services.

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Michael Fixler

Michael Fixler

Michael Fixler has spent his more than 20-year career advising companies and their stakeholders in a variety of transactions related to mergers and acquisitions, capital raising and special situations, including bankruptcy cases. Advising clients from both public and private companies, institutional investors, statutory committees, and special situation buyers/investors, Mr. Fixler’s deep experience includes crafting and executing a variety of strategic transactions to maximize value for his clients.

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Kyle Fleck

Kyle Fleck

Kyle Fleck is a law clerk with Sugar Felsenthal Grais & Helsinger LLP, a national business-focused law firm boutique with offices in Chicago and New York.

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Amanda Florip

Amanda Florip

No author bio available. Check LinkedIn for more information.

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Shawn Fox

Shawn Fox

Shawn Fox is the national managing director of forensic and valuation services practice at Sikich LLC, the country’s 28th largest Certified Public Accounting firm. He has 22 years of experience providing fraud and forensic accounting, dispute advisory, and valuation services to the business and legal community involved in high profile disputes and investigations. Shawn directs forensic investigations and analysis across a wide range of areas, including high-stakes litigation, complex damages, lost profits, unjust enrichment, economic damages, diminution of value, reasonable royalty, intellectual property infringement, bad faith, breach of contract, breach of fiduciary duty, misappropriation of trade secrets, tortious interference, securities, fraud, purchase price disputes/post-acquisition disputes, class action, and bankruptcy litigation, as well as valuation and insurance claims recoveries.

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Gary Frantzen

Gary Frantzen

Mr. Frantzen has more than 25 years of experience specializing in the valuation of businesses and business interests including equity interests; liabilities and debt securities; fairness and solvency opinions; options and other derivatives; and tangible and intangible assets. He has provided opinions of value, fairness and solvency for many purposes such as acquisitions; divestitures; business and strategic plan reviews; business unit performance measurement; SEC filings; US GAAP and other financial reporting requirements; US federal, state, and non-US tax reporting requirements; regulatory compliance, various dispute resolution procedures and general advisory purposes. Mr. Frantzen has worked with clients across a wide variety of industries such as healthcare services, basic and specialty chemicals, automotive & aerospace, construction engineering and materials, business & consumer services, infrastructure and utilities, financial institutions/insurance, food & agricultural products, paper & packaging, retail/wholesale distribution, transportation/logistics and industrial machinery & equipment. Representative engagements include the valuation of the assets & liabilities of a large specialty chemical processor and a large construction materials/products manufacturer for fresh start accounting purposes; the valuation of numerous legal entities of a large multi-national, diversified chemical company and a large distilled spirits maker both for income tax reporting purposes related to organizational restructuring; valuation of the assets and liabilities of a biopharmaceutical research and contract manufacturing company for financial reporting purposes including business combination and goodwill impairment testing; analyses and opinions regarding the fairness of contemplated transactions prepared for advisory purposes for Boards and/or Special Committees across many industries; development of analyses and opinions regarding the solvency of the pro forma entities in several spin-off transactions; expert testimony regarding the value of common shares in a leveraged privatization transaction related to dissenting shareholder actions; several valuations of privately-held companies for dispute resolution purposes; and the assessment of the potential impact on shareholder value from several contemplated alternative strategies for a large water resources company. Prior to joining A&M in 2012, Mr. Frantzen most recently managed the Chicago Office of American Appraisal Associates, Inc. Earlier in his career, he was a Partner at Arthur Andersen where he was the co-leader of the Strategic Valuation Services Group in Chicago and led the financial valuation practice for Andersen’s Central Region. He spent the first six years of his career as a civil engineer with the U.S. Departments of Interior and Energy. Mr. Frantzen earned a Bachelor of Science in Civil Engineering from the University of Illinois at Urbana-Champaign and a Master of Business Administration in Finance from DePaul University’s Kellstadt Graduate School of Business in Chicago. He is a Chartered Financial Analyst (CFA), and is registered with FINRA as a General Securities Representative and Securities Agent (Series 7 and 63). He is a member of the CFA Institute, CFA Society of Chicago, American Society of Appraisers, The Executives Club of Chicago and Healthcare Financial Management Association.

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Kenneth Freeman

Kenneth Freeman

Strategic adviser to high tech venture capital firm, VCapital, following career as CEO-level consumer products/marketing services executive. Co-author of "Building Wealth Through Venture Capital: A Practical Guide for Investors and the Entrepreneurs They Fund" published in 2017 by Wiley Publishing.

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Jonathan Friedland

Jonathan Friedland

Jonathan Friedland is a senior partner in Sugar Felsenthal Grais & Helsinger LLP’s Chicago office. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading Lawyers Magazine, is rated 10/10 by AVVO, and has received numerous other accolades. He has been profiled, interviewed, and/or quoted in publications such as Buyouts Magazine; Smart Business Magazine; The M&A Journal; Inside Counsel; LAW360; Business Week.com; Dow Jones LBO Wire; and The Daily Deal. Jonathan graduated from the State University of New York at Albany, magna cum laude, in 1991 (after three years of study) and from the University of Pennsylvania Law School in 1994. Jonathan is also an active angel, venture capital, and private equity investor, and is the founder and publisher of DailyDAC and Financial Poise.  Click here to see his full biography.

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Sophie Friedland

Sophie Friedland

A passionate environmentalist and animal rights' advocate, Sophie Friedland is dedicated to the idea that furthering these imperatives and being financially successful are not mutually exclusive. A college Freshman at the time of her first submission to Financial Poise, Sophie is Financial Poise's youngest-ever contributor.

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Roy Friedman

Roy Friedman

Roy Friedman has decades of experience in precious metals trading as President of MTB Manfra, Tordella & Brookes and as VP for Dillon Gage Metals.

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Bryan Fumagalli

Bryan Fumagalli

Prior to joining Financial Poise as an editor, Bryan worked as both a reporter and editor for multiple publications, and, for the past two and a half years, he has served as publisher and editor of Real Media, the parent company of peekskillpost.net.

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Michael Fussman

Michael Fussman

Michael is a director in Baker Tilly’s Forensic, Litigation & Valuation Services group and has more than 15 years of experience. He has participated in engagements involving valuations, mergers and acquisitions, real estate accounting, company analysis, securities fraud, contract disputes, intellectual property, business fraud, and licensing transactions. Michael has extensive experience working in matters involving securities litigation with a focus on the mutual fund industry. Prior to joining Baker Tilly, he spent more than 15 years as a consultant at a number of firms including Charles River Associates, InteCap, Navistar, and Gibson & Associates. He was also one of the founding members of the Internet start-up, Salon 123, Inc.

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Alan G. Orlowsky

Alan G. Orlowsky

Alan G. Orlowsky, C.P.A., J.D., is the president of Orlowsky & Wilson, Ltd. Since 1980 he has helped individuals and small business owners plan for their future, build and preserve wealth, and minimize tax liability. His clients have ranged from young couples starting their families, to retired individual taxpayers and Fortune 500 corporate executives.

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Gay Jervey

Gay Jervey

Wrote for AIMkts---- Gay Jervey is a senior contributing writer for Accredited Investor Markets. She has written for such publications as The New York Times, Money, Inc., Business Week, Fortune Small Business, ReaderÕs Digest, Good Housekeeping, Working Mother, More, CFO, The American Lawyer, Financial Planning Magazine and The M & A Journal. Ms. Jervey started her career as a reporter for Advertising Age. She then began work for two publications founded by Steven Brill: first, as a senior writer for The American Lawyer for about eight years, and then at BrillÕs Content Magazine for another three years. She joined Money Magazine as a Contributing Writer, where she remained for about four years. Most recently, Ms. Jervey has operated a boutique copywriting firm that has worked for clients such as T. Rowe Price, The Financial Services Institute and a number of law firms.

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Alyssa Gelbard

Alyssa Gelbard

Alyssa Gelbard is the Founder and CEO of Point Road Group, a global personal branding and consulting firm that helps companies and executives make powerful impressions to achieve their goals. Alyssa also serves on the Board of Directors of the NY Chapter of Financial Executives International (FEI) and is Career Management Chair. She is also an Advisory Board member of the Graduate Sports Management Program at Endicott College and Membership Chair of the NY Chapter of the Private Directors Association, where she is a founding member. An instructor with the renowned 92Y in NY, Alyssa has been teaching a variety of professional development classes since 2015. She is an elected member of the Tufts University Alumni Council, co-chairing the Career Services Committee, and also co-chairs the Tufts Women's Network in NY. Alyssa has an MBA in Marketing from NYU Stern School of Business and a BA in Sociology from Tufts University.

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Michelle Gershfeld

Michelle Gershfeld

I’m a debt settlement and bankruptcy attorney who negotiates resolutions between clients and their creditors. I am also a real estate attorney involved in both sides of purchasing and selling distressed real property. I am passionate about teaching people about money and helping individuals of all ages achieve financial independence and success in a "no shame, no blame" environment.

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Tom Goldblatt

Tom Goldblatt

Tom Goldblatt founded Ravinia Capital in 1998 and serves as a Managing Partner. He has more than 20 years of operating experience in roles ranging from salesperson to CEO. Tom’s background in accounting, law, and general management allowed him to evaluate, invest in, acquire, and lead a number of private companies. Today, Tom leverages his experience to help company owners understand how to best tap capital markets or sell their companies for the best possible outcomes. Tom’s background gives him the unique ability to understand the needs and of both the company owner and buyer and can help all parties navigate the inevitable complexities involved in all transactions. Prior to investment banking, Tom led Bright Source a consulting company focused on helping companies reduce their import pricing. Prior to that Tom was CEO of Global Innovations a supplier of import products.

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Emily Goldin

Emily Goldin

No author bio available. Check LinkedIn for more information.

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H. Barry Goodman

H. Barry Goodman

Managing Director, Birkdale Transition Partners LLC I grew up in a business owning family. My father was a distributor of electrical supplies and lighting fixtures in the northwest suburbs of Chicago. Through the experience of working in my father’s business, at a very young age, the challenges of being a family in business are engrained in my soul. Having chosen not to go into my family’s business, I became a Certified Public Accountant and owned my own CPA firm for over 20 years and then did my own transition to be a founding partner in a firm that grew to become one of the most successful middle-market firms in Chicago. For more than a decade after the merger, I continued to work with privately held companies in many industries. The lessons I learned from the business owning families I served enabled me to gain a reputation for recognizing a business’ strengths and challenges and identifying what could hold it back or push it to the next level. Seeing business owners make good and poor business and transition choices made me realize I had a passion for families-in-business, and I decided to focus my expertise and hands-on expertise experienced on a disciplined approach and process tailored to families and non-family stakeholders. To better service my clients, I have invested heavily in education. In addition to my degree from Northern Illinois University and being a Certified Public Accountant in Illinois. I became a Certified Exit Planning Advisor, a Certified Merger Acquisition Advisor, and a Certified Value Growth Advisor and a Strategic Doing Practitioner. I also became a Certified LX Council moderator for which I moderate Virtual Mastermind Groups in partnership with Growth-Drive LLC. I hold an Advanced Certificate in Family Business Advising bestowed from the Family Firm Institute. I speak regularly to several organizations and business groups on the Challenges and Perils of Family Business, Value Acceleration and Transition-Readiness. I have written an eBook, several articles and published in Family Firm Institute Publication the Practitioner. I also appear monthly to discuss issues faced by family businesses and restoring value due to Covid 19 on the Morning Blend, televised by TMJ-TV an NBC affiliate in Milwaukee, Wisconsin.

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Alon Goren

Alon Goren

CEO and co-founder of Invested.in and INVST.

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Adam Grais

Adam Grais

Adam J. Grais advises businesses and their owners on structuring transactions and in addressing complex federal income tax issues. He represents individuals, closely held businesses, startup companies and family offices. Other law firms frequently turn to Adam as co-counsel for their clients’ tax matters and as a consulting expert witness. During his career, Adam has counseled clients in mergers and acquisitions, joint ventures, business formations, capital raises and compensation-related matters involving partnerships, limited liability companies, corporations, and trusts. He has worked in both private law firms and closely held businesses, including the tax department of a global law firm and as in-house counsel to the financial group of Chicago’s Pritzker family. Adam's clients appreciate the depth and diversity of his experience in tax, corporate and family business matters. Adam teams with other attorneys in addressing income tax issues in business transactions and estate plans, develops strategies for addressing tax issues related to loan workouts, assists clients in structuring compensation plans including deferred compensation plans, negotiates executive compensation packages, and represents clients in tax disputes before the Internal Revenue Service.

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Adam Harding

Adam Harding

Adam Harding is a Certified Financial Planner™ whose practice blends financial science, modern technology and complex planning techniques.

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Kari Harris

Kari Harris

Kari concentrates her private equity and investment funds practice on representing private equity funds of funds, other investment advisers, and institutional investors in a broad range of matters involving investment funds and investments. She draws on extensive experience, including several years as general counsel to a global family office and private equity fund, to develop practical solutions that help clients meet their business objectives. Prior to joining Mintz, Kari was a partner in the Fund Formation team and a member of the Private Equity and Investment Funds group in the Boston office of an international law firm. She also served as US general counsel to a global family office and private equity fund for nearly three years. Earlier, she was counsel at another Boston-based global law firm.

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Thomas Hill

Thomas Hill

Personal finance and investment writer.

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Akira Hirai

Akira Hirai

About the Author Akira Hirai is the founder and CEO of Cayenne Consulting, LLC, in San Clemente, CA. He has 30 years of experience in entrepreneurship, management, business planning, financial analysis, software engineering, operations, and decision analysis. Before founding Cayenne Consulting in 2001, Hirai started two Internet companies in Silicon Valley. Previously, he held various management positions at Salomon Brothers in New York City. He has also worked as a senior financial risk management consultant to the financial services industry. He earned his BA in engineering sciences from Harvard University.

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Adam Hirsch

Adam Hirsch

Adam represents a wide variety of clients, ranging from individuals to small business owners to large corporations. He has a particular focus on business and investment disputes, and has experience litigating such disputes in numerous state and federal courts. He has also represented business clients in arbitration and mediation proceedings. Adam also represents employees in employment discrimination matters.

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Mercedes Holmen

Mercedes Holmen

Mercedes is a business owner and Executive Consultant with Rodan + Fields. In addition, she works in the field of behavior analysis for children with autism and their families, specializing in preschool aged children. She also has her Masters in Science from University of California at Davis.

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Gina Horkey

Gina Horkey

No author bio available. Check LinkedIn for more information.

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Sam Houghton

Sam Houghton

CFIRA member,Êbusiness attorney and entrepreneurial consultant based in Lakeland, Fla.

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Michelle Huhnke

Michelle Huhnke

Michelle Huhnke is a Partner at Sugar Felsenthal Grais & Hammer LLP. She focuses her practice on estate planning, charitable planning and wealth preser

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Doug Hyland

Doug Hyland

Doug Hyland is the owner of business consulting firm ROCG.

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Michael J. Gorman

Michael J. Gorman

Michael J. Gorman is a Director of SSG Capital Advisors. Mike is a skilled restructuring professional with expertise in advising middle market companies facing financial and/or operational challenges including bankruptcy proceedings. He has completed over 40 sale and restructuring engagements, involving mergers and acquisitions advisory, complex valuations, financial restructurings and private placements of debt and equity. Prior to joining SSG, he managed a proprietary risk arbitrage equity portfolio at CooperNeff Advisors and sold equity and debt products to institutional and individual investors. He also served as business banking lender and credit analyst structuring loans for middle market companies at Sun National Bank. Past client engagements include publicly traded and privately held companies in manufacturing, distribution, building materials, retail and aviation. Mike served as a Field Artillery Officer in the United States Army prior to joining the financial services industry. He is an active member of the Turnaround Management Association and American Bankruptcy Institute. Education: • LeBow College of Business, Drexel University, M.B.A. • United States Military Academy, B.S.

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Vanessa J. Schoenthaler

Vanessa J. Schoenthaler

Founding member of Qashu & Schoenthaler LLP. Ms. Schoenthaler's practice focuses on complex business transactions, securities law, corporate finance, regulatory compliance and general corporate matters.She advises individuals and foreign and domestic public and private entities with regard to a wide range of undertakings, including fund formation and operation, private equity and venture capital transactions, private placements of equity, debt and hybrid securities, initial, secondary and alternative public offerings, exchange listings, corporate restructurings, mergers, acquisitions and dispositions, joint ventures and strategic alliances and matters of corporate governance and regulatory compliance. She also advises individuals and entities with regard to an array of general corporate matters, including company formations, executive compensation, corporate governance, employment and consulting agreements, equity compensation plans, technology and licensing agreements and all manner of commercial contracts

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Randy Joy Epstein

Randy Joy Epstein

Randy Joy Epstein's transformational strategic growth career spans over 15 years advising businesses on strategic plans, financial and team operations. Randy Joy is a sought after speaker, CEO curator and has been quoted in articles in WorkstyleMagazine, Forbes.com, and Entrepreneur Magazine. Randy Joy is the founder and producer of TEDxTimesSquare, New York’s premier speaking event for leading business, media, and technology thought leaders. She is responsible for speaker selection, curation, and overseeing the event. The TEDxTimesSquare events are invite only and hosted semi-annually at NASDAQ. She is the recipient of The Muriel F. Siebert Banking and Investment Leadership Award, a CPA, a graduate of the Center for Entrepreneur Leadership and the University of Pennsylvania’s Wharton School of Business. She is currently the CEO of Randy Joy & Co in Manhattan.

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Brett K. Rentmeester

Brett K. Rentmeester

President and CIO ofÊWindRock Wealth Management,Êthree-time recipient of the Chicago Magazine 5 Star Wealth Manager Award.

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Meredith J Kahan

Meredith J Kahan

Meredith J. Kahan, Esq. is the Director of Associate & Student Recruiting for Saul Ewing Arnstein & Lehr LLP’s sixteen offices where her role focuses on hiring the next generation of talented lawyers. She is also the Firm’s Co-Chair of the Working Parents Committee which supports attorneys and staff who are balancing both professional and childcare responsibilities. Meredith has prior experience both as an attorney and working in law school career services. She writes and speaks frequently on the topics of working parents, recruitment, and professionalism.

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Sam Kashy

Sam Kashy

Sam Kashy is a leader in the Armanino Cloud Solutions Practice that provides its clients with strategic guidance and practical expertise in selecting and implementing best in breed cloud based technologies for entrepreneurial thru enterprise scale finance organizations. Sam’s industry expertise in tech, data services, CPG and consulting ranges from Fortune 50 to entrepreneurial start-up firms and family owned businesses. Sam’s background in finance, business development and Sr. Executive leadership provide him the perspective to assist decision makers in assessing business needs, aligning solutions and building a business case for taking action. Prior to joining Armanino, Sam was a customer of cloud based financial solutions bringing real world experience and understanding of the advantages and challenges of a cloud based strategy. Sam is an alumnus of Carnegie Mellon University’s Tepper School of Business (MBA ’95) and Michigan State University (’88) and regularly leads panels and workshops on finance best practices.

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Michael Katz

Michael Katz

Michael Katz is an associate at Nixon Peabody’s Private Equity & Investment Funds practice. He handles a full range of corporate transactions, including acquisitions, mergers, joint ventures, financings and complex licensing and commercial negotiations. In addition, Mike serves as counsel for companies, assisting with entity formation, corporate governance and contracting matters. He also advises companies with respect to privacy and cybersecurity, such as with policy development, reviewing internal readiness and compliance procedures, and preparing for or handling cross-border transfers of sensitive information or remediation and state regulatory compliance following a data breach.

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Andrew Katzenberg

Andrew Katzenberg

Andrew S. Katzenberg is Of Counsel in DLA Piper LLP’s Estate Planning and Administration practice. He focuses primarily on wealth transfer planning and preservation, multi-generational planning, estate and trust administration, nonprofit and tax-exempt organizations and charitable giving. He works with a variety of high net-worth clients including hedge fund and private equity managers, business owners, art dealers and athletes. He also represents clients in all phases of forming and managing nonprofit and tax-exempt organizations (including public charities, private foundations and private operating foundations) and acquiring and retaining their tax-exempt status. Andrew has authored numerous articles related to his field and is a frequent contributor to the New York State Bar Association's Trusts and Estates Law Section Newsletter. He is also a nationally recognized lecturer, a Fellow of the American College of Trusts and Estates Counsel (ACTEC) and AV Preeminent rated attorney by Martindale-Hubbell. In addition to his regular practice, he actively engages in pro bono work and has been recognized for his contributions by the New York Legal Assistance Group (NYLAG) and the New York City Family Court Volunteer Attorney Program. Andrew is a member of the New York State Bar Association (Trusts and Estates Section Law Section Tax Committee), New York City Bar Association, Maryland Bar Association and American Bar Association (Vice-Chair of the Charitable Planning and Organizations Group Committee). Andrew also serves as an adjunct professor at the University of Baltimore Law School Graduate Master's Program. Andrew holds an advanced degree in taxation from New York University School of Law and earned his juris doctor from the University of Maryland School of Law and his bachelor of arts from Tufts University. Andrew is admitted to the bars of New York, Maryland and Washington D.C.

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Jeffrey Kelley

Jeffrey Kelley

Jeff Kelley has over 20 years of experience in financial services operations management and was named Chief Operating Officer of Sterling Trust (now Equity Institutional) in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group.

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Tom Kirby

Tom Kirby

Tom Kirby is the founder of Chicago-based file sharing service PrepDD. Before that he was Vice President of Business Strategy and Director of Finance and Operation for VIN-specific auto marketing technology company LotLinx, also of Chicago.

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Gary Kirshenbaum

Gary Kirshenbaum

Gary Kirshenbaum is the Director of the Global Trade Risk Management division (AGT) and a Vice President at Alper Services. Under his guidance, AGT provides companies the ability to strategically manage their commercial trade risk, both domestic and export, as well as to mitigate political risk involving international business investments. Alper Services is a Chicago-based insurance brokerage that designs programs to minimize clients’ risks, protect their assets and reduce liabilities through innovative insurance products and financial services.

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Joel Kranc

Joel Kranc

Award winning financial and economics writer.

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Henry Krasnow

Henry Krasnow

Henry Krasnow is a Partner at Sugar, Felsenthal, Grais & Helsinger LLP. He provides cost effective strategies to solve the legal/business problems of privately held businesses, family businesses and individuals engaged in business. He has worked in this area for over 45 years, and his work and writing has been regularly recognized by national and regional organizations. His writing on how business owners can get more value from their lawyers and use their lawyers more effectively has been widely published together with articles on strategies for minority shareholders of family businesses to sell their stock, develop an exit strategy or achieve financial diversification. Henry’s book "Your Lawyer: An Owner's Manual" has been enthusiastically reviewed and is a leading work in advancing business owner's skills and strategies for working more productively with lawyers. Henry is also a Fellow of the Family Firm Institute and have been awarded its Certificate in Family Business Advising.

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Hogiadi (Hogi) Kurniawan

Hogiadi (Hogi) Kurniawan

Hogiadi (Hogi) Kurniawan, CPA, is a senior manager in the Audit and Business Advisory Services Department at Haskell & White LLP, one of the largest independently owned accounting, auditing and tax consulting firms in Southern California. Previously, Hogi was an audit manager for a Big Four firm and an audit manager for over eight years at one of the largest public accounting, consulting, and technology firms in the U.S., working with both public and private companies. Hogi has more than ten years of public accounting experience in multiple disciplines, including audit, mergers and acquisitions, revenue recognition matters and complex debt/equity financing transactions for both public and private companies in a variety of industries (manufacturing, retail, software and distribution) with annual revenues up to $1 billion.

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Kaja Kwasniewska

Kaja Kwasniewska

Kaya launched Linque in 2014 as an answer to a need that she identified. Since that time, her mission is to help international companies to successfully tap into the US market. Prior, she was Director of Strategic Growth at Chicago-based start–up DailyDac and spent 5 years in KPMG as a management consultant.

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Jason Lampa

Jason Lampa

Chief Operating Officer, co-founder of the Alternative Investment Store.

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Lior Lavy

Lior Lavy

Lior Lavy is VP of Product and R&D at Medial EarlySign. He was previously the co-founder & COO of artizone.

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Robert Legan

Robert Legan

Robert Legan leads Whitnell’s Family Office Services practice, serving as a strategic advisor for families to help preserve, grow, and transfer family wealth. Robert is passionate about helping families navigate the complexities that come with wealth and collaborating with family members and advisors to implement integrated solutions.

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Gary Levenstein

Gary Levenstein

Gary Levenstein concentrates his practice in the areas of corporate and family office counseling, mergers and acquisitions, private equity, corporate finance, securities regulation and corporate governance. He represents privately and publicly held corporations, private equity funds, financial institutions, family offices and boards of directors. He has a vast network that has enabled him to connect clients with business opportunities, and he has been responsible for creating numerous “marriages” of great and lasting benefit.

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Tanya Lipovich

Tanya Lipovich

No author bio available. Check LinkedIn for more information.

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Ilya Lipovich

Ilya Lipovich

Ilya is a seasoned professional with over 20 years of experience in the fields of operations and finance. In 2015 Ilya founded an innovative software development company, Cider, located in the San Francisco Bay Area. He built a team of highly talented developers, SFDC engineers, designers, and PMs. Cider helps US-based companies release high-quality software products at the lowest cost and in the shortest amount of time. Today Cider team is spread through US, Latin America, and European based studios.

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Gary Lotzer

Gary Lotzer

Mr. Lotzer’s specialized expertise includes Business Valuations, Business Plans, Marketing Plans, Industry Research and Financial Modeling. He is a Certified Public Accountant (WI License No. 5757) and also holds the Accredited in Business Valuations (ABV) credential issued by the AICPA exclusively to licensed CPA’s that complete their rigorous accreditation requirements. His professional affiliations include the American Institute of CPA’s, AICPA Forensic and Valuation Services section and Arizona Society of CPA’s. Mr. Lotzer has over thirty years of diverse, business experience across a broad spectrum of industries. He has served in C-level roles of lower mid-market companies located in the US, Mexico, Europe and Asia. His specialized combination of corporate finance, marketing and operations skills have been successfully applied in venture-backed startup, turnaround and high growth business stages. Mr. Lotzer has founded and co-founded multiple successful companies, and has personally negotiated and structured numerous debt and equity capital transactions. He has also participated in OTCBB and AMEX public capital listings. Mr. Lotzer is the Designated Broker of Nexus Business Brokerage, an Arizona Limited Liability Company (LLC), and was formerly an independent agent of Hallmark Business Consultants, Inc. He is currently a Partner at Vantera Partners, LLC, www.VanteraPartners.com, a Newport Beach, CA corporate advisory and merchant banking firm. He is also the Arizona Managing Director of Hunter Wise Financial Group, LLC and Hunter Wise Securities, LLC, www.HunterWise.com, an investment banking firm with headquarters in Irvine, CA. Prior to joining Vantera Partners and Hunter Wise he was engaged in M&A as an independent intermediary. Mr. Lotzer also holds Series 82 and 63 securities licenses, as required to conduct certain investment banking activities through his affiliation with Hunter Wise Securities, LLC, a FINRA registered firm. He is a graduate of the University of Wisconsin – Madison School of Business, and also attended the Thunderbird American Graduate School of International Management Executive Program.

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Trish Lotzer

Trish Lotzer

Ms. Lotzer has over sixteen years of experience in business and health care law and is the founding partner of Lotzer Law Group, PC. Her areas of expertise are business transactions, corporate law and legal issues for entrepreneurs and healthcare professionals including medical and dental practice mergers, purchases and sales. She is a nationally published author and speaker on the topics of business law, entrepreneurship, nonprofits, corporate and healthcare practice purchase and sales and legal issues of interest to doctors, dentists, optometrists and veterinarians. She is the co-founder of Ideal Business and Healthcare Practice Transitions, Inc, an international consulting and business valuations company.

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Joshua Lyons

Joshua Lyons

Joshua Lyons, Co-Founder of CRE Marketing Group, has been part of the marketing world since 2009. He began his marketing career upon graduation from the University of West Florida, with an education in public relations and marketing. Joshua worked for several companies, developing and implementing proven online marketing strategies and boosting their exposure and revenue. After many years of marketing, in commercial real estate, hospitality and other industries, Joshua began his own marketing company, Joshua Lyons Marketing, LLC. He launched his business in 2015 and continues to provide marketing services for clients around the United States. Joshua works with new businesses, entrepreneurs, larger established companies and organizations that are internationally recognized. Additionally, his clients range in industry from banking, home repair, medical, professional coaching and more. His companies provide a variety of marketing services, but the core services offered include website development, content writing and search engine optimization. Those who wish to learn about marketing can read his company blog, which is designed to help individuals and marketing teams as they develop their own online marketing strategies.

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Craig M. Carpenter

Craig M. Carpenter

Craig M. Carpenter currently serves as Vice President, Associate General Counsel, North America and Global Mobility and Services of Ingram Micro Inc. (NYSE: IM), a leading global provider of technology, mobility, cloud, and supply chain solutions. Craig joined Ingram Micro in 2012 through its acquisition of Brightpoint, Inc. (formerly NASDAQ: CELL), a leading global provider of wireless device lifecycle services. With Brightpoint, Craig served as Brightpoint’s Executive Vice President, General Counsel and Secretary. Prior to joining Brightpoint in 2000, Mr. Carpenter worked in private practice in the areas of mergers & acquisitions, corporate, business, finance and real estate transactions, and creditors’ rights. Mr. Carpenter earned his B.S., Business (Finance-Real Estate), and J.D./M.B.A. degrees from Indiana University.

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Jordan M. Fishfeld

Jordan M. Fishfeld

Jordan Fishfeld is General Counsel and Partner at CoreGro, a firm that specializes in sourcing the rarest investment opportunities in global private equity and US real estate. He is also General Counsel and Executive Vice President at Hemp Africa and Board Member and Founder of The OpenFinance Network, a blockchain-based protocol and framework for the trading, clearing, and settlement of cryptocurrency security tokens and other alternative assets. Jordan is also active in the Jewish community, serving as a Board Member for KAHAL: Your Jewish Home Abroad, which gives the tens of thousands of Jewish students studying abroad each year the resources, tools, and connections they need to meaningfully engage with the Jewish community.

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David M. Freedman

David M. Freedman

David M. Freedman retired in 2016 after 40 years as a financial and legal journalist. He is a coauthor (with Matthew R. Nutting) of Equity Crowdfunding for Investors: A Guide to Risks, Returns, Regulations, Funding Portals, Due Diligence, and Deal Terms (Wiley & Sons, NY, 2015). He also wrote Box-Making Basics, a woodworking book (Taunton Press, Newtown, CT, 1997). Dave is a member of the executive board of the Chicago Urban Bicycle Society.

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Rusty Magner

Rusty Magner

Using TrueNorth's Benefits Navigator process, Rusty Magner partners with businesses to attract, reward and retain their best employees. Magner collaborates with our firm's team of specialists to bring clarity and control to benefits costs, allowing employers to actively engage and educate employees year-round on consumer mindfulness to increase participation and further reduce costs.

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Josh Maher

Josh Maher

Author andÊpresident of Seattle Angel.

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Robert Mander

Robert Mander

Bob Mander, founder of www.Govlish.com, spent much of his career dealing with mind-bending government acronyms like OSDBU, LORACS and SME.  A technical writer of government documents for 15 years, Mander also had a ‘big idea’ about how to demystify this kind of insider jargon. Over the years, he’s assembled what he calls a resource library where government workers, contractors, NGOs, elected officials, media and befuddled citizens alike can, among other things, quickly unravel the meaning of obscure government acronyms. Bringing that idea to life has been his passion for the last six years. Mander admits to his wonkyness. “What is a wonk? you may ask. A wonk is someone who can tell you if ‘anal’ and ‘retentive’ are hyphenated,” he explains. “Others say that the devil is in the details. A wonk will tell you that God inhabits the details. Wonks are not born, they’re made. Govlish, a demanding mistress, made me a wonk.”

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Drew Mason

Drew Mason

Drew Mason is the Director of Asset Management at Dillon Gage Metals. He worked for 15 years on Wall Street and was a founding partner in the Palos Harbor Fund, a physical gold income fund. He has written about and conducted interviews on the precious metals and optimizing secure metals storage globally via numerous media channels. He authored Victory from Defeat and graduated from Wharton.

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Tyler Mayoras

Tyler Mayoras

I am a PE investor focused on the food and agriculture industries. I share insights on the food revolution in an article on Financial Poise. You can subscribe to my column to learn more about the trends in food, sustainable agriculture, nutrition, etc.

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Fiona McEntee

Fiona McEntee

Fiona McEntee is an award-winning, nationally recognized immigration attorney. She is the Founder and Managing Attorney of McEntee Law Group in Chicago. Fiona is also the Chair of the Media & Advocacy Committee for AILA National, the bar association with over 15,000 immigration lawyer members. She regularly appears on national/international media including MSNBC, CNN, The New York Times, BBC, and RTÉ. Fiona has particular expertise with the “extraordinary ability” O-1 visa, and she counsels other immigration attorneys about leveraging the media to fiercely advocate for clients. Fiona has recently published her first book - Our American Dream - a children’s book on immigration. As a mom of two young children, an immigrant, and an immigration lawyer who fights for justice every day, she wrote Our American Dream to explain the importance of a diverse and welcoming America. Along with her colleague, Carolina Solano, and her brother/colleague, Ray, Fiona has launched a podcast – Immigration Revelation – that amplifies the inspirational voices of a diverse group of immigrants.

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Mark Melickian

Mark Melickian

Mark S. Melickian leads the Restructuring, Insolvency, and Special Situations (“RISS”) group at the Sugar Firm (Sugar Felsenthal Grais & Helsinger LLP), a national business-focused law firm boutique with offices in Chicago and New York. The RISS Group advises businesses facing market and liquidity challenges, whatever the cause, and those pursuing business opportunities in the distressed space. The fastest way to reach him is by email at [email protected]

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Gary Mendell

Gary Mendell

Gary Mendell is President of Meridian Finance Group, a company specializing for more than 25 years in cross-border equipment financing and trade credit insurance. A graduate of the University of Pennsylvania in 1976, Gary has over 40 years of experience in domestic and international sales, distribution, and finance.

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Mathew Mermigousis

Mathew Mermigousis

Mathew Mermigousis is a Managing Director in PwC’s Customs and International Trade practice where he advises US and multinational companies on customs and international trade regulatory matters involving classification, customs valuation, country-of-origin marking, foreign-trade zones, and the use of trade preference programs and free trade agreements.

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Carrie Miller

Carrie Miller

Carrie Miller is an award-winning journalist who writes about financial topics and also food, wine and travel. Her blog www.expatcook.com is about bringing the food of the American South to new audiences in other countries.

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Carrie Miller

Carrie Miller

I am a nomadic food and travel writer who expresses American Southern Food through local ingredients, wherever I am. With an assist from American purveyors, chefs and academic advisors, I aim to be a tasteful ambassador in "The Time of Trump," taking to other countries the thing that's unquestionably the best about America: Its food. In my US travels, I am exploring and celebrating immigrant food culture, both first generation offerings and those that have persisted across generations. I'm interested in recent and ancient history and how migrations – forced, voluntary and otherwise – affect the character of foods and foodways.

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Bradley Morrical

Bradley Morrical

No author bio available. Check LinkedIn for more information.

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David Moses

David Moses

California rockÕnÕroller, comic book enthusiast.

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Jeff Motske CFP®

Jeff Motske CFP®

Jeff Motske, CFP®, is president and CEO of Trilogy Financial, a privately held financial planning firm headquartered in Huntington Beach. He is the author of The Couple's Guide to Financial Compatibility and the host of “The Jeff Motske Show,” where he guides listeners through proven steps toward financial freedom. Learn more at trilogyfs.com, or contact Motske at (714) 843-9977 or [email protected]

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Reed Murphy

Reed Murphy

Reed serves as the Chief Investment Officer to Calamos Wealth Management, overseeing all aspects of the firm’s investment platform, including internal and external solutions, and working with the firm’s biggest clients. Calamos is an industry leading wealth and investment management organization with a national presence.

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Ralph Nach

Ralph Nach

Ralph Nach has more than 40 years of experience in the accounting profession in a variety of capacities including audit partner, quality control director, and external peer reviewer. He has also served as a partner in the National Office of Accounting and Auditing of the fifth largest international accounting firm, the U.S. Chief Learning Officer for American Express Tax and Business Services, Inc., an adjunct lecturer in accounting, finance, and economics at Northwestern University, and, for a ten-year stint, the co-author of the annual updates to the popular accounting handbook entitled “Wiley GAAP: Interpretation and Application of Generally Accepted Accounting Principles”. He is a Certified Public Accountant, and, in his current capacity, he serves as a technical quality control consultant, pre-issuance financial statement reviewer, a consulting expert on fraud and forensic matters and as the author, instructional designer, and instructor of the popular “Accounting and Auditing Clinic™” that is presented throughout the U.S. for scores of CPA firms and thousands of attendees.

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Nate Nead

Nate Nead

No author bio available. Check LinkedIn for more information.

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Matt Niksa

Matt Niksa

Perhaps the youngest person to ever write for Financial Poise, Matt Niksa was an editorial intern with the Company during the Summer of 2016. Prior to that he was a contributing writer for AOL and Medium.com, and subsequent to his time with Financial Poise Matt was a correspondent with the Palo Alto Daily Post.

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Cristina Nolan

Cristina Nolan

Cristina Nolan, Director of Webinar Services at Financial Poise, earned her law degree in 1997. Cristina has worked in online education since 2004 and has significant experience in the design, development and execution of online curriculum at the college and graduate school level. She is also an experienced legal editor. Courses she has taught include Introduction to Legal Analysis and Writing, Introduction to Law and the Legal Profession, Criminal Law, Business Law, Legal Ethics, Trial and Courtroom Presentation, Wills and Estates, Family Law, Legal Philosophy, Family Law and Divorce Mediation, Employment Law, Torts, Contracts, Employment Mediation, ADR, Insurance Law, Product Liability, and Evidence.

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Gerry Nowotny

Gerry Nowotny

Gerry Nowotny is a tax and estate planning attorney. He focuses on income and estate tax reduction and deferral strategies. Gerry has spent the last three decades in the insurance and financial planning industries. Gerry has CFP®, CLU® and ChFC® professional designations.

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Meghan Nugent

Meghan Nugent

Meghan Nugent is currently Corporate Counsel at Stats Perform, a market-leading sports technology company, revolutionizing sports data with artificial intelligence. She is an alum of the University of Dayton School of Law.

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Stephanie Olexa

Stephanie Olexa

Stephanie Olexa is an independent director and a governance professional with experience as a board chair and on audit and finance, strategy, compensation, risk management, and nominating/governance committees. As a business advisor, she has helped family-owned businesses build stewardship for sustainability. Stephanie is the Founder and President of Lead to the Future, LLC. In addition to a Ph.D. in Biochemistry and an MBA with a specialty in finance, she is certified as an executive coach from Georgetown University, certified in Lean and Six Sigma through Villanova University, and an Accredited Family Business Advisor through the Family Firm Institute. She is also a Leadership and Governance Fellow with the National Association of Corporate Directors, a founding member of Private Directors Association and currently serve on three Boards of Directors.

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David Onion

David Onion

David Onion is CEO of Chicago Capital Holdings. He has recently collaborated with Mitch Kasper, founder of two successful agricultural land investment funds, to create a bridge loan product for distressed farmland. Onion has over 38 years of lending and investing experience. He began his career as an agricultural lender at The First National Bank of Chicago and then Security Pacific Bank (now Bank of America). Onion co-founded a family investment office in 1990 and has led the acquisition of several manufacturing businesses, including agricultural equipment, as well as two secured lending businesses. He is fourth generation of a farming family located in central Illinois. He holds a degree in Agricultural Economics from Western Illinois University and completed post-graduate MBA studies at The University of St. Thomas.

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Gary Opp

Gary Opp

Gary Opp is the owner of Redwood Alternative Investments and is a well-respected estate planning specialist/investment advisor with 18 years of experience.

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Leib Orlanski

Leib Orlanski

Mr. Orlanski helps companies go public. He also represents companies seeking to find underwriters for an IPO or a follow on public offering or a PIPE financing, structures the terms of the public offering, and represents either the issuer or the underwriter in public stock offerings. He was named a Southern California "Super Lawyer" by Los Angeles Magazine in 2006, 2007 and 2008. Mr. Orlanski represents issuers and underwriters in their public stock offerings. He has been a member of the State Bar Corporation Committee; a Lecturer, California Continuing Education of the Bar; Los Angeles County Bar Association Annual Update on Developments in Securities Law; he has been a member of the Corporation Commissioner's Blue Ribbon Adversary Committee, and a Lecturer and Chairman for the University of California, Los Angeles Extension Courses on “Going Public,” and “Off-Balance-Sheet Financing.” Mr. Orlanski has been a member of the Federal Regulation of Securities -- Business and Corporation Law Subsection of the Los Angeles County Bar Association and is a member of the Executive Committee of the Caltech/MIT Enterprise Forum, and a co-founder of the Acorn Angels, a network of high technology and Internet investors. He was a director of elabor.com of Camarillo, California, a venture backed Internet software provider for labor management, Simeus Foods International, a Texas based meat processor, and is currently a director of Gamecolony.com, an on-line chess tournament company. Mr. Orlanski was also a member of the Ernst & Young Entrepreneur of the Year Selection Committee for Los Angeles.

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Christopher Orr

Christopher Orr

Director, Institutional Products, at PENSCO

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Adam Ortega

Adam Ortega

Adam Ortega has over 15 years of experience in valuation services. His experience includes valuing business enterprises, equity positions, tangible assets, financial instruments, intangible assets, stock options and intellectual property. He has primarily served clients in the chemicals, consumer, entertainment, financial services, industrial products, oil & gas and telecommunications industries.

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Jeremy Page

Jeremy Page

Jeremy Page is a founding partner of the Chicago-based international trade law firm, Page•Fura, P.C. With more than 30 years of experience in import, export, taxation and general accounting, he provides counseling, strategic planning and advocacy to companies of all sizes engaged in global business. Companies turn to Jeremy for representation on a wide range of issues, including the development or enhancement of import/export compliance programs, the evaluation of corporate transfer pricing and valuation schemes, the development of first sale programs, the classification and tariff engineering of products to minimize cost/risk while ensuring reporting compliance, the application and impact of trade remedies such as Sections 232/301 and anti-dumping/countervailing duties, the role export controls and sanctions/embargo programs play in companies' global sourcing and sales flows, and the engagement in corrective or remedial action through the submission of prior disclosures or representation in enforcement actions/investigations. Jeremy is a frequent speaker at both trade association and other venues, and has performed extensive public and private sector training in such areas as import controls and compliance, export management, NAFTA and foreign-trade zones. In addition to his legal background, he is also a licensed customs broker and an accredited zones specialist.

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Michael Pakter

Michael Pakter

Michael D. Pakter has more than 40 years of experience in forensic accounting, investigations and litigation services in numerous industries and diverse engagements, including more than 20 years of experience in economic damages and business valuations. State, Federal and Bankruptcy Courts, as well as arbitrators, have recognized him as an expert in forensic accounting, economic damages, business valuation, CPA malpractice and bankruptcy core proceedings. He is a Certified Public Accountant with multiple additional certifications in economic damages, financial forensics, business valuation and bankruptcy core proceedings. He focuses his professional practice on forensic accounting, lost profits, lost earnings and other economic damages, business interruption, fraud/financial investigations, bankruptcy core proceedings and litigation support.

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Mandy Peacock

Mandy Peacock

Mandy is a Vice President at iCapital Network within the Private Equity Due Diligence and Monitoring group, where she focuses on the selection and due diligence of new fund investments and monitoring existing fund investments. Prior to joining iCapital, Mandy worked as a Vice President at Deutsche Bank’s Asset Management team in the Private Equity group, where she also focused on due diligence and monitoring. Previously, Mandy was part of the Private Equity Due Diligence team at Portfolio Advisors, LLC, a private equity advisor and fund-of-funds manager, where she held roles in the U.S. and Europe. She graduated summa cum laude from the University of Kentucky with a BA in Psychology.

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Mandy Peacock

Mandy Peacock

Mandy is a Vice President at iCapital Network within the Private Equity Due Diligence and Monitoring group, where she focuses on the selection and due diligence of new fund investments and monitoring existing fund investments. Prior to joining iCapital, Mandy worked as a Vice President at Deutsche Bank’s Asset Management team in the Private Equity group, where she also focused on due diligence and monitoring. Previously, Mandy was part of the Private Equity Due Diligence team at Portfolio Advisors, LLC, a private equity advisor and fund-of-funds manager, where she held roles in the U.S. and Europe. She graduated summa cum laude from the University of Kentucky with a BA in Psychology.

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Walter Pehowich

Walter Pehowich

Executive vice president of precious metals investment services, Dillon Gage Metals.

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Rick Pendykoski

Rick Pendykoski

Rick Pendykoski is the owner of Self Directed Retirement Plans LLC, a retirement planning firm based in Goodyear, AZ. He has over three decades of experience working with investments and retirement planning. Over the last 10 years, he has turned his focus to self-directed accounts and alternative investments.

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Charlie Perer

Charlie Perer

Charlie Perer is the Co-Founder and Head of Originations of SG Credit Partners, Inc. (SGCP). In 2018, Perer and Marc Cole led the spin out of Super G Capital’s cash flow, technology, and special situations division to form SGCP. Perer joined Super G Capital, LLC (Super G) in 2014 to start the cash flow lending division. While there, he established Super G as a market leader in lower middle-market second lien, built a deal team from ground up with national reach and generated approximately $250 million in originations. Prior to Super G, he Co-Founded Intermix Capital Partners, LLC, an investment and advisory firm focused on providing capital to small-to-medium sized businesses. At Intermix, Perer spent significant time sourcing and executing transactions and building relationships within the branded consumer, specialty finance and business services industries. Perer began his career at Oppenheimer & Co. (acquired by CIBC World Markets) where he was a member of the Media Investment Banking Group. He graduated Cum Laude from Tulane University.

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David Peress

David Peress

David Peress serves as Executive Vice President of Hilco Retail Services where he provides critical oversight and vision for all Hilco retail valuation and monetization client teams. David has 25 years of experience working in the corporate restructuring and distressed investing industry as both an advisor and investment professional.

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Brad Pickard

Brad Pickard

Brad Pickard is a Managing Director at Republic Partners, a mergers and acquisitions boutique located in Chicago, IL. Brad has spent over 25 years in private equity and investment banking. Brad began his career with Salomon Brothers (now Citigroup) in investment banking. Brad joined Wasserstein Perella (now Commerzbank) in 1993. As a partner at Wasserstein Perella, Brad served as a mergers & acquisitions banker to both public and private businesses in the distribution, industrial and consumer sectors. He developed the skills and knowledge to advise public board of directors and an appreciation for issues facing directors of public companies. In 2003, Brad joined Houlihan Lokey Howard and Zukin as a partner to help lead the Private Equity Group and Generalist Mergers & Acquisitions Group. As a mergers and acquisitions banker, roughly half of Brad’s engagements have been advising on divestitures, while the other half have been advising on acquisitions. In 2009, Brad was one of the founders of Access Value Investors, a value and operationally focused private equity firm. While at Access Value Investors, Brad led investments in the distribution, industrial and consumer spaces. Brad has served on the board of directors of First Mercury (insurance, public) and Papyrus/Schurman Retail Group (retail, private). He graduated with a BA from the University of Michigan, a MBA from the University of Chicago and has received his CPIM.

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Scott Picken

Scott Picken

CEO and founder of Wealth Migrate.

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Jim Poolman

Jim Poolman

Jim Poolman serves as the Executive Director of the Indexed Annuity Leadership Council (IALC). In addition to serving as the IALC’s Executive Director, Poolman was elected twice to serve as North Dakota’s Insurance Commissioner. While Commissioner, Poolman worked to strengthen laws to protect citizens against insurance fraud. Under his leadership, the scope of consumer protection widened in North Dakotaand nationally, as he spearheaded landmark legislation related to suitability of sales and life settlements, among others. Poolman has also held many leadership posts with the National Association of Insurance Commissioners (NAIC) during his tenure, serving as Chairman of the Life Insurance and Annuities Committee for two years and Vice President of the organization in 2004. Before being elected Insurance Commissioner in 2000, Poolman served four terms in the North Dakota House of Representatives and was a trust officer for the Bremer Bank. In 2007, Poolman left his post to start an independent regulatory consulting practice. He advises insurance companies and producer clients on regulatory issues, working with regulators on their behalf.

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Tina Powell

Tina Powell

Tina Powell is the founder and CEO of C-Suite Social Media, a digital marketing and social media consultancy for the financial services industry. C-Suite Social Media builds multi-channel marketing campaigns for RIAs, independent financial advisors, and organizations leading the financial services industry.

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Sohail Prasad

Sohail Prasad

Sohail is the Founder & President of Forge (formerly Equidate), the stock market for private companies. He has an extensive background in product management, engineering, and business. As an eighteen-year-old, he was among the youngest founders to go through Y Combinator.

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Sanjay Prasad

Sanjay Prasad

Sanjay has practiced at the forefront of technology and intellectual property for over twenty years. He is experienced in all business and legal aspects of intellectual property from developing IP strategy for senior management to execution of the strategy, including patent portfolio development, deal development and negotiation and monetization. Sanjay has practiced in law firms in Boston and Silicon Valley, served as chief patent counsel to Oracle Corporation, headed up the India office of IPVALUE Management and served in several senior roles at Intellectual Ventures. Sanjay has been repeatedly recognized by Intellectual Asset Management Magazine as one of the world’s leading IP strategists. He has testified before a U.S. Congressional Subcommittee on hearings that led to passage of §19 of The America Invents Act. Sanjay is an Associate Professor of Law in the Intellectual Property Law Program at the Sandra Day O'Connor College of Law at Arizona State University. Sanjay is also a frequent speaker on topics pertaining to IP law and has served in leadership capacities on several IP association boards. Sanjay is admitted to practice in California, Massachusetts, the U.S. Patent and Trademark Office and various federal courts. Sanjay earned his law degree from Syracuse University College of Law where he was an editor of the Syracuse Law Review. He also earned a Masters in Computer Engineering and a Bachelor in Electrical Engineering, both from Boston University.

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Alicia Purdy

Alicia Purdy

With a Master's degree in Journalism and extensive experience as a freelance writer and editor, Alicia has found success across genres including: news, business and finance, government/politics, faith and family as well as blogging.

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Matthew R. Nutting

Matthew R. Nutting

California lawyer and authority on crowdfunding issues.

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Shannon R. Weiss

Shannon R. Weiss

Shannon R. Weiss is an associate at Vedder Price and a member of the Finance & Transactions group in the firm’s Los Angeles office. Ms. Weiss represents sellers, buyers, investors, and private equity and venture capital funds in purchases and divestitures, restructurings and joint ventures. She regularly counsels ESOP-owned corporations with respect to recapitalizations, acquisitions, sales to strategic and financial buyers, and governance matters. She has also represented energy developers in financing and project development matters, as well as institutional lenders in complex corporate transactions, including syndicated asset-based, secured transactions. Prior to joining Vedder Price, Ms. Weiss was a corporate associate with an Am Law 100 firm in Los Angeles.

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Judy Radler Cohen

Judy Radler Cohen

Financial editor and investigative reporter.

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Prasad Ramani

Prasad Ramani

Prasad Ramani, CFA, is the Founder and CEO of Syntoniq, a behavioral tech company that seeks to transform the financial services practice by productizing cutting-edge behavioral finance research into easily usable tech applications. Ramani launched Syntoniq in 2017 to address inconsistencies in traditional financial service models following 18+ years’ experience in Financial Services, Behavioral Finance, and Quantitative Modeling. Ramani holds an MS in quantitative and computational finance (QCF) from the Georgia Institute of Technology. He is also a regular Guest Speaker at the London Business School where he teaches Behavioral Finance and Decision Science.

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Mahendra Ramsinghani

Mahendra Ramsinghani

Managing director of Invest DetroitÕs First Step Fund and author ofÊThe Business of Venture Capital.

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Robert Rapp

Robert Rapp

Robert N. Rapp (B.A., J.D., Case Western Reserve University; M.B.A., Cleveland State University) is Visiting Assistant Professor of Law at the Case Western Reserve University School of Law, where he teaches courses in basic and advanced Securities Regulation, Business Associations, and Law Theory, and Practice in Financial Markets. He is the author of Blue Sky Regulation (2d ed., Matthew Bender).

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Caroline Rasmussen

Caroline Rasmussen

Caroline Rasmussen is the founder of Antara Life and a past vice president at iCapital Network, a powerful financial technology platform offering simplified access to alternative investments for high-net-worth investors.

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Billy Ray Valentine

Billy Ray Valentine

Financial advisor, author.

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Stephen Reisler

Stephen Reisler

Stephen is a Principal with ROCG, an international professional service and consulting firm with multiple offices throughout North America. ROCG specializes in a complete suite of services developed from its proprietary “Roadmap to Business Transition” which encompasses transition strategy, performance and value driver improvement, the development of both the company and its stakeholders, and a suite of M&A advisory services, exclusively for privately owned businesses. After a successful entrepreneurial career which ended almost twenty years ago, Stephen passionately assisted other business owners with satisfying their goals and objectives through building and preparing for the transitioning of their businesses. Today, his work is focused on identifying or adding significant hidden value to owners and their companies by assisting them in creating and implementing business transition plans. He believes that real business value is easily monetized later upon a well-executed staged transaction or internal transfer, and has focused his services on ensuring that privately held business owners have access to world class guidance with what is often a “once in a lifetime” event. In addition to strategy development, Stephen has extensive experience at building business value through human resource development and in creating management team leverage for ensuring the “success” in succession. As a Certified Merger & Acquisition Advisor (CM&AA), and as a member of the Alliance of Merger & Acquisition Advisors, and other such organizations, Stephen networks with leading mid-Market company advisors throughout North America in an effort to continually identify opportunities on behalf of his clients. He frequently conducts workshops with company owners and other professional advisors on topics related to business transition and company transactions, and offers clients a full array of merger and acquisition services for lower mid-market companies. Stephen graduated with a BA in English from McGill University before completing a Master of Science degree in Communications and Administration from Syracuse University. A business consultant since 1995, Stephen has extensive background in brand management, product distribution, and considers himself to be a globalization pioneer having traveled extensively internationally to learn and adopt best practices for SME businesses while serving on the internal board of a privately held European multi-national company for more than 5 years.

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Henry Krasnow, Richard Sugar and David Madden

Henry Krasnow, Richard Sugar and David Madden

Richard A. Sugar organizes the legal affairs of his clients to minimize risks, maximize returns, and preserve wealth. With the benefit of more than 35 years of legal experience, Richard approaches every client engagement providing highly personal service while searching for fresh, innovative ideas to solve his clients' most pressing problems quickly. Richard is one of the founding partners of the firm and is a member of the firm's Executive Committee.

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John Rompon

John Rompon

Over the course of his 25-year career, John has played a leading role in nearly every aspect of private company activity and family office investing. He has structured transactions as a lawyer, improved operations and developed strategy as a management consultant, started companies as an entrepreneur, lead management teams as a CEO and Board Member, advised families regarding their investments, and deployed family office capital as an investor. He brought these experiences to bear in founding Marjo Investments LLC, a private holding company focused on making private company investments with and for family offices. John's combination of operational and investment experience has allowed him to create enduring value in a variety of complex private company settings. During the last 6 years, John has led or co-led investments in companies with an aggregate enterprise value of more than $900 million. Prior to founding Marjo Investments, John was the co-founder, Managing Partner and Chief Compliance Office of McNally Capital LLC, a firm dedicated to serving the full range of family office private investment needs. At McNally Capital, John oversaw the firm’s investment and private capital activities and advised family offices globally regarding their investments. He actively sourced and completed substantial investments both on behalf of and with other families – and served as lead director in governing these companies post-close. He also played the leading role in organizing 15 private equity-focused forums at which more than 400 families participated and more than 100 families presented information regarding their respective approaches to direct investing. He was previously a founding member and Principal in Hewlett-Packard's global Business Process Outsourcing group, where he led client transactions in India, Europe and Latin America. Before joining Hewlett-Packard, John was the CEO of Brigade, a General Atlantic Partners portfolio company based in Hyderabad, India that focuses on delivering business process outsourcing services to companies in Europe and North America. John led a team that acquired Brigade in a management buyout and he continues to be a co-owner of the company. As a partner with First Consulting Group, a healthcare technology-consulting firm, John established a captive venture capital fund and a strategy consulting practice. Prior to First Consulting Group, he was a founding partner of SAI, Inc., a healthcare consulting and investment firm, which he and his partners sold to Perot Systems after growing the firm to 35 professionals. Earlier in his career, John served as a senior associate with the consulting firm Booz Allen Hamilton and as an associate with the law firm Latham & Watkins. John sits on a variety of private company boards. He is also active in his community, including as a Trustee of The Newberry Library, a leading independent research institution focused on the humanities; in the past, he has focused his civic efforts in the areas of education, learning disabilities and literacy. He is a regular speaker and writer regarding the role that investing can play in advancing a family’s economic and non-economic objectives and is presently establishing an institute focused on this subject at Northwestern University’s Kellogg Graduate School of Management. John holds a B.A. in Economics and History from Northwestern University and a J.D. from Indiana University - Bloomington. He is a member of the State Bars of California, Washington and Illinois and holds FINRA Series 24, 63 and 79 Licenses. www.linkedin.com/in/johnrompon

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Richard Roscelli

Richard Roscelli

Futures broker withÊAttain Capital ManagementÊand anÊInvestment AdvisorÊwith Cathay Consultants.

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Andrew Rosenbaum

Andrew Rosenbaum

Financial journalist.

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Todd Rosenbluth

Todd Rosenbluth

Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts within the Equity Research and Fund group. Todd publishes regular thought leadership content on equity and fixed income products, maintains the quantitative fund models and supports client needs. He also serves as a member of Portfolio Strategy Committee and the Investment Policy Committee. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence. Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley. Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.

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Sean Ross

Sean Ross

Editor In Chief at Financial Poise

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Amanda Roszkowski

Amanda Roszkowski

No author bio available. Check LinkedIn for more information.

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Melissa Rudy

Melissa Rudy

Freelance business writer. Wrote freelance for AIMkts

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William Ryan

William Ryan

No author bio available. Check LinkedIn for more information.

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Adam Sarote

Adam Sarote

Adam Sarote has more than 20 years of consulting experience in Audit, Information Security, Enterprise Risk Management, and Regulatory Compliance. At Cybersecurity, Risk, and Compliance, LLC (“CSRC”), Adam provides oversight of their cybersecurity, risk management, IT audit, and compliance management practices. Adam is a proven Information Technology and Cybersecurity Leader. His diversified expertise includes business development, branding, cyber-security, customer satisfaction, network operations, administration, risk management, social networking, training, quality assurance, and IT methodology development. Prior to establishing CSRC, Adam was responsible for information security, compliance, and risk management practices at Pitney Bowes, while leading enterprise cybersecurity initiatives. His responsibilities included all facets of compliance, including PCI, third-party assessments, Sarbanes-Oxley, and Reports of Controls for Service Organizations. Prior to CSRC, Adam was the youngest Managing Director in the history of Coalfire. His Coalfire responsibilities included oversight of its IT Audit, Healthcare and PCI lines of business.

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Charles Saydek

Charles Saydek

No author bio available. Check LinkedIn for more information.

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Paul Scanlan

Paul Scanlan

Emmy winning technologist and co-founder of Legion M.

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Edward Schaffer

Edward Schaffer

No author bio available. Check LinkedIn for more information.

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Michele Schechter

Michele Schechter

Michele has been a director with Financial Poise since 2012.

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Amy Schiffman

Amy Schiffman

No author bio available. Check LinkedIn for more information.

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Adam Schlagman

Adam Schlagman

Adam has served for the past 17 years as editor-in-chief of four titles for Law Journal Newsletters, a division of American Law Media. He is also a licensed attorney.

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Neil Schoenblum

Neil Schoenblum

Senior Vice President, Wealth Management & Relationship Manager, First American Trust of Nevada, LLC

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Tricia Schwallier

Tricia Schwallier

Tricia Schwallier is a restructuring associate in the Chicago office of Kirkland & Ellis LLP. Tricia’s practice focuses on all aspects of corporate restructuring, bankruptcy and insolvency.

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Heather Schwarz-Lopes

Heather Schwarz-Lopes

Co-Founder & CSO, EarlyShares.

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Kunal Shah

Kunal Shah

Senior vice president of the Due Diligence and Origination, iCapital Network.

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Michael Shaw

Michael Shaw

Michael currently delivers management consulting in the areas of organizational transformation, behavioral science, and compliance. He has over 25 years as a compliance and legal professional holding senior roles at GSK, Novartis, PwC, and the Office of Inspector General at the U.S. Department of Health & Human Services.

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Ronen Shefer

Ronen Shefer

Principal for ROCG Americas LLC and Co-Founder/ Editor at BusinessExit.com.

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Terence Shepherd

Terence Shepherd

Terry is a Principal with ROCG which is an international professional service and consulting firm with offices throughout North America, Europe and the Asia Pacific region. ROCG is the only international firm specializing in the areas of business transition strategy, finance and operations for privately owned and emerging growth enterprises. Terry Shepherd has advised small and medium-sized, family owned/closely held businesses for over 30 years in operating and owning small businesses in commercial real estate, mining, hotel and service industries. In his business transition consultation work he is a catalyst in guiding owners to define and uncover their personal values, goals and objectives, which then drive all business strategies and solutions to ensure their end-in-mind objectives are met. He is especially skilled in understanding the emotional attributes involved with transition, and has vast experience assisting family ownership transfer including high level estate planning strategies. In his consultation work, he has helped his clients set strategies, identify and measure critical success factors, lead business owner and management performance meetings and facilitated both team and customer advisory boards. His particular business areas of expertise are in strategic planning, customer service strategies and team development. He is also a founding partner and managing partner of Shepherd & Goldstein LLP a regional full service certified public accounting firm and Shepherd & Goldstein Financial Services LLC. Founded to do more than provide clients with compliance-oriented services, Shepherd & Goldstein’s principal goal is to make a positive difference in their client’s lives. Terry is also a regular speaker on business transition, business strategy, business development and customer service strategies. In addition, he has authored numerous articles on business transition, business development, finance and accounting issues. His writings have appeared in the CPA Review, The Worcester Business Journal and Cape Business Magazine in addition to various trade magazines. In 2008 Terry completed writing a white paper for ROCG Americas, Business Transition - The Increased Risk Of Incurring Catastrophic Losses And What You Can Do To Avoid Them. Terry helped found Why Me, Inc. in 1985, a Worcester based charitable organization that provides emotional and financial support to children with cancer and their families. To this day he still serves as the volunteer Executive Director and Chairman of the Board. He is a member of the Alliance of Merger & Acquisition Advisors (AM&AA), a member of the American Institute of Certified Public Accountants (AICPA) and a member of the Massachusetts Society of CPAs.

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Tirdad Shojaie

Tirdad Shojaie

Head of Product, Marketing and Business Strategy, Fiserv

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Kenneth Silverberg

Kenneth Silverberg

Kenneth Silverberg is an experienced tax attorney. He is Senior Counsel at Nixon Peabody and former CPA-partner at Arthur Andersen & Co. He currently focuses on the tax benefits inherent in real estate transactions, principally Qualified Opportunity Zone transactions. Ken’s practice also includes representing clients in tax controversies, including tax audits, appeals and litigation against the IRS and state departments of taxation.

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Michael Silvio

Michael Silvio

Michael Silvio, CPA is the Tax Director of Hall & Company CPAs. He has 30 years of experience in public accounting and tax planning, and he has served a variety of businesses in the commercial and residential real estate industries. For more information, visit www.hallcpas.com.

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Carmen Sims

Carmen Sims

Ms. Sims has over 12 years of experience serving companies in a variety of industries, including advising and performing analyses for private equity firms, consumer and industrial product firms, strategic and financial buyers of companies, recycling, automotive parts and accessories, product safety, food and agriculture, and other business and consumer services. Ms. Sims has provided services to clients for a variety of financial reporting and tax purposes as well as provided a range of commercial diligence, valuation, strategic financial planning, financial modeling and forecasting, and other financial advisory services in connection primarily with management support and mergers and acquisition activity. More specifically, Ms. Sims has prepared formal valuation opinions in connection with: management planning and decision making, allocation of purchase price paid to assets acquired, pre-acquisition financing, regulatory review, federal income, gift and estate tax, merger, acquisition, divestiture, joint ventures, and litigation support. These services included: valuing a variety of businesses, business interests and intangible assets; conducting diligence on potential acquisition targets, valuing synergistic and strategic benefits; developing financial models and forecasts; and analyzing partial or complete liquidation of businesses or assets. Ms. Sims began her career as an auditor with PricewaterhouseCoopers LLP. After earning her CPA license, she joined their tax group where she performed a variety of valuation and transfer pricing services. Just prior to joining Alvarez & Marsal, Ms. Sims was employed as a Senior Manager in the Chicago office of Deloitte Financial Advisory Services LLP. Ms. Sims graduated from The Ohio State University where she obtained a Bachelor of Science degree, majoring in accounting with a minor in finance. She is a certified public accountant in the States of Illinois and Michigan and also holds an Accredited Senior Appraiser credential issued by the American Society of Appraisers.

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Jim Slowik

Jim Slowik

Jim Slowik strategizes for families of all incomes to leave no stone unturned to reduce college costs. Jim has worked for over 30 years in marketing and management with 20 of those years in financially related industries. As a parent of college students, Jim understands the challenges of navigating the college process. He holds a Bachelors of Marketing from North Central College.

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Charles Smith

Charles Smith

FounderÊand Managing Partner ofÊPegasus Intellectual Capital Solutions.

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Kathie Soroka

Kathie Soroka

Kathie Soroka is counsel in Nixon Peabody’s New York office where she focuses on affordable housing development. Prior to joining Nixon Peabody, she served as Senior Counsel to the General Counsel at the U.S. Department of Housing and Urban Development. She has helped public and private clients nationwide structure complex real estate transactions with multiple layers of finance, navigating various federal, state and local requirements. Kathie recently published the article “Top 5 Ways to Use Opportunity Zone Funds in LIHTC Deals,” in Affordable Housing Finance. She is a graduate of Harvard Law School, speaks nationally at industry events and serves as the co-chair of the ABA Forum on Affordable Housing and Community Development annual meeting.

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David Spitulnik

David Spitulnik

David Spitulnik Managing Partner, Spitulnik Advisors, LLC David Spitulnik is a successful executive with over 40 years of experience in both large technology companies and in consulting to and leadership of mid-market, closely held and family owned businesses across a variety of industries. In addition to serving as chair of the Private Directors Association’s Private and Family Business Center Outreach Committee, David frequently writes and speaks on a number of topics related to leading, building, maintaining and strengthening businesses and their governance structures. Drawing from a broad range of experience in the United States and internationally, David is called upon to coach and mentor business leaders, to work with companies to develop and implement their long-range plans and to advise businesses on board creation, structure and effectiveness so that the individual, the board and the company can maintain powerful forward momentum. David also is active in the community, currently serving on the Executive Committee of the Board of the Youth Job Center whose mission is “Success for Young People in Their Careers and in Life.” David published a book on leadership, Becoming An Insightful Leader: Charting Your Course To Purposeful Success. The book focuses on the journey from managing to leading to advising and reflects David’s belief in communicating and questioning how individuals and teams will define and then accomplish their goals and objectives. David graduated from Haverford College with a B.A. in Economics and received his MBA from the Kellogg School at Northwestern University.

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Karl Stark

Karl Stark

Co-CEO of Avondale Strategic Partners andÊfrequent columnist for Inc. Magazine.

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Stephen Starzyk

Stephen Starzyk

Web designer, sports fanatic, gamer, and more!

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Scott Steer

Scott Steer

Scott Steer is a New York-based marketing strategy/engagement/activation consultant focused on optimizing omni-channel marketing.

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Boris Steffen

Boris Steffen

No author bio available. Check LinkedIn for more information.

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Andrew Stephenson

Andrew Stephenson

Director of Research Operations and Client Services forÊCrowdCheck.

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Jason Stevens

Jason Stevens

Jason J. Stevens is an Investment Advisor Representative with Sprott Asset Management USA and an Investment Executive with Sprott Global Resource Investments Ltd. Mr. Stevens also acts as Portfolio Manager of the Sprott Real Asset Value+ Strategy. Mr. Stevens began his career with Global Resource Investments Ltd., the predecessor of Sprott Global, in 2002. Originally hired onto Sprott’s trading desk, he has a robust understanding of the domestic and foreign equity, commodity, and currency markets. Alongside his investing and trading experience in the public markets, Mr. Stevens has spent over a decade advising clients on private equity and debt investments in natural resource-related businesses and partnerships. Mr. Stevens is currently a Level III Candidate in the Chartered Financial Analyst (CFA®) Program and is a member of both the CFA Society of San Diego and the CFA Institute; additionally, he holds the Series 7, Series 63, and Series 65 securities licenses. Mr. Stevens has been featured on industry sites such as Reuters, ProActive Investors, and Financial Poise.

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Bill Stewart

Bill Stewart

Co-CEO of Avondale Strategic Partners and frequent Inc. Magazine columnist.

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Stephanie Strait

Stephanie Strait

For more about Stephanie Strait, check out her LinkedIn profile: https://www.linkedin.com/in/stephanie-strait-b5b14670/

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Mike Straus

Mike Straus

Mike Straus is a freelance writer and creator of Brand Gesture.

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Richard A. Sugar

Richard A. Sugar

Richard A. Sugar organizes the legal affairs of his clients to minimize risks, maximize returns, and preserve wealth. With the benefit of more than 35 years of legal experience, Richard approaches every client engagement providing highly personal service while searching for fresh, innovative ideas to solve his clients' most pressing problems quickly. Richard is one of the founding partners of the firm and is a member of the firm's Executive Committee.

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Richard Swart

Richard Swart

Richard Swart, PhD, is both an academic and policy expert in issues around innovation and FinTech. He advises major organizations and institutions globally and has provided expert assistance to the White House National Economic Council, the British Parliament, the World Bank, the Bill and Melinda Gates Foundation and others. He formerly directed two University of California research centers - UC Berkeley’s research center on innovations in entrepreneurial finance, and UC Irvine’s center for emerging technology, which is focused on FinTech and Social Impact. He is on the Board of the Center for Alternative Finance at the Judge Business School in Cambridge, England. Dr. Swart recently joined an early-stage VC fund—CrowdSmart.io—and is leading their expansion. He has worked for several family offices and funds. A sought after speaker, he has lectured on five continents. Having recently focused on blockchain and AI, he is a founding member of the Silicon Valley Blockchain Society (SVBS) a global, invite-only, private, member-driven ecosystem supporting blockchain projects across industries and for social impact. Collectively, SVBS current members represent more than $2 trillion in assets under management.

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Larry Swedroe

Larry Swedroe

Larry Swedroe is Chief Research Officer at Buckingham Strategic Wealth and The BAM Alliance, a community of independent wealth management firms located throughout the country. He is the author or co-author of more than a dozen books on investing, including his most recent, 2019’s “Your Complete Guide to a Successful & Secure Retirement.” Larry is a prolific writer and contributes regularly to multiple media outlets, including Advisor Perspectives, Alpha Architect and ETF.com.

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Robert T. Slee

Robert T. Slee

President of Robertson & Foley, and author of Private Capital Markets, 2nd Ed.

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Mark Tan

Mark Tan

Financial advisor with Thrivent Financial.Ê

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Allen Taylor

Allen Taylor

Award-winning journalist.

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Reinalyn Terrado

Reinalyn Terrado

Business journalist. Freelance writer for AIMkts

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Mark Terry

Mark Terry

Freelancer writer.

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Ervin Terwilliger

Ervin Terwilliger

Ervin Terwilliger is a Managing Partner at Three Twenty-One Capital Partners, LLC, an international investment banking and advisory firm.

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David Teten

David Teten

Managing Partner at HOF Capital (http://HOF.capital). Publishes research at http://teten.com

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Brian Thopsey

Brian Thopsey

Brian Thopsey, founder of Fund Wisdom, is passionate about applying innovative technologies in the alternative and venture investing markets. He works for Adobe in the Enterprise Experience Cloud business advising financial services firms across marketing, analytics, and advertising. He holds a BS in Computer Science and an MS in Finance. He has 12 years of experience building and integrating new technologies for valuation, financial engineering, and business intelligence.

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Tracy Treger

Tracy Treger

Tracy is a Principal at Syndicated Equities where she helps high net worth individuals and family offices to profitably invest in real estate. She also assists investors in identifying appropriate replacement property to complete tax-deferred exchanges under Section 1031 of the Internal Revenue Code. Drawing upon her 20 years of legal experience in the areas of real estate, bankruptcy and corporate restructuring, and commercial law, Tracy seeks out opportunities to improve the relationship between Syndicated Equities and its investors, to cultivate new investors, and to identify new investment opportunities and align them with investors' goals. Tracy joined the Syndicated Equities team in 2013 after serving as VP and assistant general counsel for a private REIT, where she handled all legal aspects of the company’s operations and joint venture relationships in the U.S. and Mexico. Prior to working with the REIT, she was a partner in two large Chicago-based law firms. Tracy holds a B.A. in Psychology and an M.S. in Psychological Services from the University of Pennsylvania, and a J.D. from Chicago Kent College of Law. She is the National Leadership Co-Chair and a long-time active member of the Anti-Defamation League.

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Robert Trenk

Robert Trenk

Robert Trenk is a Manager in the Financial Advisory Services Group at EisnerAmper LLP and has experience providing bankruptcy and restructuring advisory services to companies and creditors. Robert has worked with clients across a wide range of industries including healthcare, retail and energy. Prior to joining the firm, Robert was a Senior Associate at a leading, diversified financial services provider, where he worked on both debtor and creditor-side engagements for in-court and out-of-court restructurings. Some of Robert’s notable engagements include advising a 65-store home furnishing chain through its out-of-court restructuring and advising the debtors of a skilled nursing facility, a chain of 25 barbershops and 2 retail energy suppliers companies through its Chapter 11 bankruptcy process.

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J. Robert Tyler III

J. Robert Tyler III

Attorney with Williams Mullen and author of Venture Capital Guide.

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Chris Tyrrell

Chris Tyrrell

CEO of OfferBoard.

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Kobus Van Der Zel

Kobus Van Der Zel

Kobus Van Der Zel is partner at Ravinia Capital Performance Improvement with 28 years of experience in business improvement, including 19 years where 100% of his fees were tied to incremental monthly cash flow improvements. His specific passion is to help overleveraged companies and their people reverse the root causes of their past underperformance and return to market share growth and optimum business value in future sale transactions. In 2013 Kobus rescued a tool importer from liquidation by reducing their line of credit by 50% from cash tied up in their supply chain.

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Nick Veronis

Nick Veronis

Nick Veronis is co-founder and managing partner of iCapital Network, where he oversees the firm’s Research & Due Diligence functions. Mandy Peacock is Vice President, Due Diligence & Origination at iCapital Network.

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Edward W.

Edward W. "Tad" Gray III

Tad Gray, CFP®, CIMA® is a Relationship Manager of Financial Solutions Advisory group, an independent fee-only wealth management firm. People work with Tad are busy professionals whose primary financial concern is staying on track toward the promises they’ve made. They trust, that together, they'll make financial decisions that will ensure they keep these promises. Prior to becoming a financial planner, Tad enjoyed a 20 year career in investment banking and capital markets, providing him “Wall Street” knowledge of the financial markets. Tad earned an MBA from the Wharton School of the University of Pennsylvania. He received the Certified Financial Planner (CFP) designation from the CFP Board of Standards; and he is a member of the Financial Planning Association (FPA). Tad is also a CIMA® professional. Tad holds a degree in music from the University of Colorado, and continues to enjoy presenting chamber music concerts with his family.

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Jeremy Waitzman

Jeremy Waitzman

Jeremy chairs the Corporate Group at the Sugar Law Firm (Sugar Felsenthal), a national boutique serving the affluent and the companies they own or otherwise control. He advises his clients on significant transactions and operational issues in their businesses. Described by clients as "an essential business advisor" and "a partner in the success of my business," Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership's exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs. Jeremy counsels clients in the areas of corporate law, mergers & acquisitions, private placements, and general contract law. He represents individuals, closely held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for the creation of enterprise value.

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Carrie Weiner Rosenbloom

Carrie Weiner Rosenbloom

Carrie Rosenbloom is a licensed marriage and family therapist, and attorney mediator in Ann Arbor, Michigan. She specializes in helping individuals and families navigate the complexities of divorce. Carrie also works with family businesses, helping them manage transitions, create succession plans, resolve conflict, and integrate a cohesive culture throughout family owned businesses. More information can be found at www.carrierosenbloomllc.com.

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Bruce Werner

Bruce Werner

Bruce Werner is the Managing Director of Kona Advisors LLC and served as an outside director on private company boards for the last three decades. Kona Advisors LLC provides advisory services to the owners, investors and CEOs of private and family-owned businesses. With deep experience in governance, succession planning, finance, strategy and management issues, Kona Advisors brings a broad perspective to developing solutions for its clients.

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Michael Wesley

Michael Wesley

No author bio available. Check LinkedIn for more information.

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David Wharton

David Wharton

David Wharton, CPA, CFE, CFF, is a senior manager for dispute advisory services in the Kansas City offices of Sikich. He has more than 12 years of experience providing forensic accounting, dispute advisory and financial consulting services to the business and legal community. David’s experience covers a wide array of complex matters including: commercial litigation, determination of lost profits, class actions, intellectual property disputes, corporate financial fraud investigations, whistleblower investigations, and insurance claims investigations like business interruption and fidelity bond claims. David has significant experience developing dynamic yet easy-to-understand damages models for complex litigation matters, preparation of expert reports and rebuttal reports, investigating known or alleged instances of financial fraud, as well as managing and analyzing large volumes of financial data using database tools. He is experienced in assisting counsel with discovery requests, document review, opposing expert report critiques, preparation of deposition questions for both fact and expert witnesses, and trial demonstratives preparation. Prior to joining Sikich, David worked in the Litigation and Investigative Services practice area at two of the six largest international accounting firms, providing forensic accounting, litigation support, financial consulting and investigative services. In addition, David is a certified public accountant (CPA), certified fraud examiner (CFE) and is certified in financial forensics (CFF).

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Samson Williams

Samson Williams

Samson is a classically trained anthropologist, finance and public health expert who advises Fortune 100 companies, Executives and startups in Dubai, Washington, DC and Dublin, Ireland. Samson’s focus is helping firms understand the latest trends in fintech, alternative investments, blockchain, AI, health and digital transformation, so that they can make strategic and profitable decisions for their bottom lines. Samson’s specialty is explaining emerging technology and finance in plain English to investors, government officials, small children and c-suite executives. Additionally, Samson successfully applies the principles of anthropology to overcome business’ biggest challenge to profitability in health, finance, technology adoption and organizational change management – humans. Follow Samson on Twitter/Instagram @HustleFundBaby or reach out to him on LinkedIn to follow the latest insights in his academic and market research.

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Caren Yanis

Caren Yanis

Philanthropic Adviser to UHNW/HNW families, corporations and institutions. Caren built and ran Oprah Winfrey's philanthropy in the 2000s and has extensive experience working across generations on models for effective family learning, cooperation and investing for social benefit. Caren is a regular speaker at wealth management conferences.

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Robin Young

Robin Young

Robin is the president and owner of Northstar Financial Planning, a fee-only wealth management firm providing comprehensive financial planning and investment management. Our all-women team is dedicated to enriching clients lives by helping them use their money to achieve their life, family and legacy goals.

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Brigitte Yuille

Brigitte Yuille

CEO and founder of B.Y. Communications Worldwide. Freelance writer for AIMkts

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Megan Zito

Megan Zito

Investor Executive at CircleUp.

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Vincent Zurzolo

Vincent Zurzolo

Comic book authority and author, Êco-owner of the New York-based Metropolis Collectibles.

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