Financial Poise

Financial Poise Faculty

Faculty are listed alphabetically by their Last Name.

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Craig M. Carpenter

Craig M. Carpenter. Executive Vice President, General Counsel & Secretary at Brightpoint, Inc.

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Maria Carr

Maria focuses her practice on corporate restructuring, commercial bankruptcy, business counseling, and creditors’ rights matters. As an associate in the firm’s Strategic Advisory and Restructuring Department, she frequently counsels businesses…

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Cathy Carroll

Cathy Carroll is founder and President of Legacy Onward, a leadership coaching firm that specializes in family businesses. After growing up around her grandfather’s business, Carroll completed her Math &…

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Rick Carroll

Rick Carroll advises domestic companies and international clients with business interests in the United States on a variety of transactions and corporate governance matters, including mergers, and acquisitions, stock purchases,…

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Jonathan Carson

Jonathan serves as Chief Executive Officer of Stretto, leading the charge in outlining go-to market strategies and tactics geared toward company growth. As co-founder of Kurtzman Carson Consultants LLC, Jonathan…

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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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Chris Chauvin

Chris Chauvin is one of Trigild's Managing Partners and principal receivers. He has handled hundreds of receiverships across all asset classes. Before joining Trigild, Chris practiced law for over twenty…

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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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