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

Managing Partner
NBT Associates LLC
Client Advisor
Brown Advisory
COO
Family Office Advisory Services
CEO
Avalon Net Worth Group
President
Financial Structures and Advisory, Inc.
Vice President
Brown Brothers Harriman
National Valuation Manager
Appraisal Economics
Fouder
Dynamic Business Growth
Financial Advisor
Bernstein Private Wealth Management
Private Wealth Advisor
William Blair

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