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 New York Leaders

The leaders of the Exit Planning Exchange – XPX New York 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

Financial Advisor
Bernstein Private Wealth Management
Leadership Role
Power of 3 Chair
CEO
Avalon Net Worth Group
Leadership Role
Membership Chair
COO
Family Office Advisory Services
Leadership Role
Sponsorship Chair
Private Wealth Advisor
William Blair
Leadership Role
President
President
Financial Structures and Advisory, Inc.
Leadership Role
Programming Committee
Fouder
Dynamic Business Growth
Leadership Role
Programming Committee, Communication
National Valuation Manager
Appraisal Economics
Leadership Role
Emerging Professional Chair
Managing Partner
NBT Associates LLC
Leadership Role
Programming Chair
Client Advisor
Brown Advisory
Leadership Role
Programming Committee
Vice President
Brown Brothers Harriman
Leadership Role
Emerging Professional Committee

Tri-State Silver Sponsors

Tri-State Bronze Sponsors

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