Partners Area of Expertise

 

 

Accountants

Saman Derakhshan

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Attorneys

Joe Tagliaferro

Jonathan Gopman

Leslie Katz

 

Centers of Influence

Andrew Malloy

Mark Penske

 

Charitable Planning

Thomas Barber

Jonathan Gopman

Kevin White

 

Corporate Planning

Madison Insurance Group

Josh Gottlieb

Lionsmark*

Opus*

 

Institutional Specialist

Jay Kurian*

Leslie Katz

 

Insurance and Estate Planning

Thomas Barber

Barry Boscoe

Chris Fay

Mark Goodman

Josh Gottlieb

David Trende

David Sims

Kevin White

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M&A Advisory/Execution*

Jonathan Gopman*

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Multi-Family Office

Will Amerine

Kevin White

 

PPLI Specialists

AEG™ / Internal

John Chon

 

Premium Finance Companies

Lionsmark

 

Private Insurance

Madison Insurance Group

 

Property & Casualty Insurance

John Murray

 

Raising Debt & Equity Capital ​

 

 

Tax Mitigation Specialists

Kevin White

Thomas Barber

Jonathan Gopman

 

Wealth Manager

Thomas Barber

Howard Morin

Gary Russell

David Trende

David Sims

Will Amerine