Financial Poise

Financial Poise Faculty

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Kevin M. Noonan

Principal, Much Shelist, P.C. Chair of the firm's Estate Planning & Wealth Transfer group, Kevin counsels individuals and families with respect to estate and gift planning, estate and trust administration,…

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Sateesh Nori

Sateesh Nori is a lawyer, law professor, and author dedicated to advancing justice through innovation. He is the Chief Legal Futurist at LawDroid and a Senior Research Fellow on AI…

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Alisa Norris

Alisa Norris is a former Chief Marketing and Communications Officer as well as a former Chief Human Resources Officer. She has experience chairing a public company board’s Compensation and Management…

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Megan P. Norris

Principal, Miller Canfield Megan Norris has been representing employers for three decades. An accomplished litigator who has been elected by her national peers to both the College of Labor and…

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Gerald Nowak

Gerald T. ("Jerry") Nowak is a corporate partner in the Kirkland & Ellis Chicago office. He has a broad transactional practice, including capital markets transactions, M&A transactions and corporate governance…

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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…

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Meghan Nugent

Meghan Nugent is an associate attorney with SpencePC. She has extensive experience assisting clients in both transactional and litigation matters of all natures. The focus of her practice is Intellectual…

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Oderah C. Nwaeze

Oderah C. Nwaeze is a first-chair trial attorney who helps clients resolve complex corporate and commercial disputes. His practice includes matters involving shareholder rights; actions arising under Delaware General Corporation…

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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. 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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John J. O’Malley

John J. O'Malley is a shareholder at Volpe Koenig and chairs its Trademark/Copyright Practice Group. He focuses his practice on advising clients on strategies for building brands and developing and…

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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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David Orth

Managing Director and Co-Founder, WR Valuation Dave Orth is a Managing Partner and Co-Founder of WR Valuation, bringing nearly 30 years of experience in business valuation and financial advisory services.…

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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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