Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

About Our XPX Long Island Leaders

The leaders of the Exit Planning Exchange – XPX Long Island Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!

Leader Directory

Chief Operating Officer
Employee Benefit Research Institute
Leadership Role
Atlanta Financial Associates, LLC
Baltimore Symphony Orchestra
Merrill Lynch Detroit
Regional Business Development Consultant
The Pension Studio
Vice President
Live Oak Bank
Swanson Martin & Bell (founder)
Managing Director
Business Acquisition & Merger Associates
Leadership Role
Launch Committee
Financial Services Professional
MassMutual South Texas
Focused Growth Sales Group, LLC
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Tri-State Silver Sponsors

Tri-State Bronze Sponsors

Long Island Bronze

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