Financial Poise

Financial Poise Faculty

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Elizabeth Carter

Elizabeth is a business capital attorney who represents investment companies, small businesses, nonprofits, cooperatives, and other social enterprises with the legal strategy and compliance of raising capital from their community…

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John Casais

John Casais represents arrangers, underwriters, and lenders in connection with a broad array of matters in a wide range of industries. John focuses on senior financings, with a concentration on…

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Chris Casey

Christopher P. Casey, CFA®, CPA is a Managing Director with WindRock Wealth Management (www.windrockwealth.com).  Possessing a deep understanding of economics, he serves as a trusted advisor to a diverse range…

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Danielle Meltzer Cassel

Danielle Meltzer Cassel is a practicing attorney with more than twenty years of experience dedicated to transactional real estate, land use law, public incentives, and business licensing. Since 1996, her…

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Jeff Cassin

Jeff Cassin is a business attorney whose practice focuses on mergers and acquisitions, investment transactions, corporate law, and business contracts. He routinely serves as outside general counsel to companies without…

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Danilo Castelli

Danilo Castelli is an associate focusing on corporate and securities matters at Troutman Pepper.

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Joshua Caswell

Joshua counsels successful individuals and families in all matters related to preserving, enhancing, and transferring family wealth.  He helps clients pass their wealth to the next generation through the use…

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Elvir Causevic

Dr. Causevic is a Managing Director and Co-Head of Houlihan Lokey’s Tech+IP Advisory practice. He was formerly the founder and CEO of Black Stone IP, a boutique investment bank focused…

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Mike Cavanaugh

Mike worked on the floor of the Chicago Board of Trade as a broker and a floor trader from 1997 to 2003. At the CBOT he provided market insight to…

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Herbert Chain

Herb currently serves as independent director and audit committee member for three public companies (The RENN Fund (NYSE:RCG), Infusive US Trust (NYSE:JOYY), and FRMO Corp. (OTC Pink: FRMO) and one…

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Leland Chait

Leland Chait is a Partner at  Schuyler Roche & Crisham.  Lee helps his clients solve problems and protect their interests, including through efficiently and effectively prosecuting and defending claims and…

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Kelsey Champion

Kelsey Champion is a Human Resources and Talent Acquisition Executive with extensive experience supporting organizations in staffing, consulting, and government services. As Senior Director of HR & Recruiting at Think,…

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Matthew Chancey

Matthew Chancey is a Certified Financial Planner® and the author of Tax Alpha Solutions: Effective Tax Management Strategies For High-Net-Worth Investors. He is a highly-sought tax, private equity and venture…

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Vikrama Chandrashekar

Vikrama (Vika) Chandrashekar is counsel at Vicente LLP, specializing in pre-litigation, litigation, and trial work. He assists clients with early case evaluation, settlement negotiations, filing and defending lawsuits, conducting depositions…

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Douglas Charbonneau

Douglas Charbonneau is president of Charbonneau Technologies.

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Jordan Charness

Jordan W. Charness, D.C.S., B.A., L.L.L., Barrister and Solicitor, Senior Partner. Listed in Canadian Who’s Who, he has been practicing since 1985. He is an accomplished trial lawyer who has…

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Swati Chaturvedi

Swati Chaturvedi is the co-founder and CEO of Propel(x) – an investment platform that enables accredited investors worldwide to invest in startups and venture capital funds. Ms. Chaturvedi has a…

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Kevin Cheney

Kevin is the Managing Partner of CGH Injury Lawyers, a personal injury firm in Denver. He has tried over 25 cases to verdict, including car crashes, slip and falls, breaches…

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Julia Cheng

Julia is a transactional attorney at CyberlawStudio with over 13 years of experience specializing in general corporate, business, new media, internet, and intellectual property matters. Julia has worked extensively with foreign and…

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May Chiang

May Chiang is a partner in Dechert’s Trial, Investigations, and Securities group. She represents clients in complex commercial litigation and white-collar investigations, and has litigated cases in both federal and…

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Louis Chiappetta

Louis S. Chiappetta focuses his practice primarily on troubled company mergers and acquisitions, restructuring and financing transactions — particularly those including balance sheet, environmental, labor and litigation issues, including, but…

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Andrew Chidester

Andy has more than 25 years of investment banking and corporate finance expertise in industrial manufacturing, distribution, building products, food and consumer, healthcare and business services. He was previously Managing…

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Greg Chin

Greg Chin represents public and private companies in clean technology, life sciences, and other emerging growth industries. He also regularly represents venture capital firms, private equity firms, and investment banks…

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Brian Chmiel

Brian is a Senior Manager at Crowe Horwath LLP (formerly Crowe Chizek) with over 16 years of experience providing restructuring, due diligence, forensic accounting and assurance services to clients in…

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Gary Chodes

Gary is the CEO of The National Law Review. The National Law Review is a Top Ten online legal and business news and information source with a 100+ year history.…

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Andrew Chong

Andrew Chong is Vice President and Chief Operating Officer of King Trade Capital where he has worked for 13 years. Andrew oversees underwriting and portfolio management while also originating and…

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Phillip Chou

Phillip is an Executive Director at Eureka Capital.  He  focuses primarily on ESOP buyout and capital raising transactions. He is responsible for all aspects of transaction support and execution. Phillip…

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Azim Chowdhury

Azim Chowdhury, a Partner at Keller and Heckman LLP in Washington, DC, is nationally recognized as an expert on regulatory issues as they relate to the tobacco and e-vapor industries.…

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Matthew Christensen

Matthew T. Christensen is the President of Ampl?o Turnaround and Restructuring, LLC. Matt has 18 years of experience solving complex financial and operational matters while representing Debtors and Trustees in…

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