Financial Poise

Financial Poise Faculty

Faculty are listed alphabetically by their Last Name.

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Mark O’Brien

Mark is a mentor & consultant through the Score Chicago branch of SBA. Chairman - Society of Manufacturing Engineers - Chicago. Board - Legacy Reentry Foundation assisting formally incarcerated. Member…

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John R. “Jack” O’Connor

Jack O’Connor is a partner with Levenfeld Pearlstein’s Financial Services & Restructuring Group, representing clients the country in distressed situations, His practice focuses on commercial restructuring, insolvency, bankruptcy, and debtor…

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Tom O’Hare

Tom is currently a Senior Vice President/Business Development Officer at Marquette Business Credit, covering the Midwest region out of Marquette’s Chicago office. With over 25 years of professional experience in…

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James O’Sullivan

For over 30 years, Jim O’Sullivan has guided businesses and their owners through their most important stages: from business formation to succession planning and sale transactions, including negotiating and preparing…

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Sergio F. Oehninger

Sergio F. Oehninger is a Partner in Morgan Lewis & Bockius, LLP’s Insurance Recovery Practice. Sergio represents policyholders in complex insurance coverage and bad faith disputes nationally and internationally. He…

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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…

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Michael Olsen

Michael Olsen is Chief Marketing and Sales Officer with Signal Funding. I am an entrepreneurial seasoned marketing professional with over 20 years experience and a proven track record of driving…

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Joshua Olshin

Joshua Olshin is a Founder & Managing Partner of AuctionAdvisors. He has extensive experience as an auctioneer/liquidator, advising on the auction and disposition of real estate and real estate related…

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Robert Olvera

Bob is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. His relationship with Eagle Strategies allows him to provide financial planning services and fee-based investment advice…

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David Onion

David Onion is CEO of Chicago Capital Holdings. Chicago Capital collaborated with Mitch Kasper, founder of two successful agricultural land investment funds, to create Ag Financial Partners, LLC which offers…

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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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Aram Ordubegian

Aram is a Partner in the Bankruptcy and Financial Restructuring Group at Arent Fox LLP, having joined the firm in July 2009.  Prior to joining Arent Fox LLP, he was…

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Kurt Oreshack

Kurt is a corporate and securities associate in our San Diego office. Kurt specializes in the representation of emerging growth companies throughout their lifecycles. He has significant experience in corporate…

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Leib Orlanski

Leib Orlanski, Partner at K&L Gates, helps companies and management teams find acquisition targets to buy, brings in private equity firms to finance buy-outs or growth capital, and structures and…

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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…

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Christopher Orr

Director, Institutional Products, at PENSCO

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Terry Orr

Terry Orr is a highly respected forensic accountant with over 40 years of experience. He has been retained as an expert on dozens of engagements. Terry has delivered expert testimony…

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Adam Ortega

Adam Ortega has 20 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…

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Keith Owens

Keith Owens is a partner at Venable. He represents debtors-in-possession, creditors committees, secured and unsecured creditors, trustees and receivers, asset purchasers, parties to contracts, and other constituencies in a wide…

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Patrick O’Keefe

Patrick M. O’Keefe, CPA/ABV/CFF, CTP, MAFF is the Founder and CEO of O’Keefe. Pat is recognized as an expert in the fields of strategic advisory services, corporate reorganization, debt restructuring, turnaround…

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