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Financial Poise Faculty
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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…
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…
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…
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…
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…
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.
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…
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…
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…
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…
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…
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…
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.…
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…
Colin Owens
Colin Owens has led a successful 20-year career as a marketer, business developer and BD leader and has never sold a thing to anyone. Instead, he uncovers client challenges and…
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…
Vincent Pace
Vincent manages Barnett Capital’s nationwide residential lending business, providing loans to acquire, renovate, or construct single-family, multi-family, and mixed-use investment properties. His other responsibilities include assisting with the expansion of Barnett Capital’s…
Michael Padden
Mike Padden is a partner in Levenfeld Pearlstein's Litigation and Intellectual Property Groups. In his 30 years of practice, Mike has successfully represented clients from a broad range of industries…
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…
Michael Pakter
Mr. Pakter focuses on financial analysis, forensic accounting, economic damages, valuation issues and investigations. He has experience in financial forensics, determining lost profits, business interruption claims, earn-outs, analyzing financial transactions…
Darren Palestine
Darren Palestine is a Managing Partner at Commercial Finance Partners. He was previously the director of sales for Crossroads Financial, a nationwide asset-based lender focused on Inventory based transactions and…
Laura Palma
Laura Palma is a partner with Simpson Thacher & Bartlett LLP where she is a member of the Firm's Corporate Department. Ms. Palma concentrates on structured finance transactions, including rental…
Sarah Brewerton-Palmer
Sarah Brewerton-Palmer is a partner with Caplan Cobb specializing in complex business litigation, First Amendment issues, media & communications law, and appellate matters. Sarah also maintains an active pro bono…
Dominic Paluzzi
Dominic is co-chair of the firm’s national Data Privacy and Cybersecurity Practice Group. He advises organizations on data privacy and cybersecurity risks on both a national and international basis, including…
Joe Panico
Joe Panico is an asset based lending industry veteran. He has spent nearly twenty years helping middle market businesses to expand, acquire, turnaround or improve their balance sheets by creating…
Alexander Pappas
Alex Pappas is a founding partner at Axia Law, LLC, a law firm that provides its clients with a breadth of practical experience and flexible billing solutions, but most important,…
Alissa Parisi
Alissa Parisi is a partner in K&L Gates’s Corporate/M&A practice group and resides in the Washington, DC office. Ms. Parisi advises clients on a full range of corporate, securities, governance…