Emerging
Professionals

A New Generation of Learning, Relationship Building, and Success

Many of the XPX Chapters are launching unique membership and programming offerings for young and/or emerging professionals. 

This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors—and the professionals who will support the next generation of member and sponsor clients.

Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.

This page includes information about who is involved at this level and a calendar of current and past events. 

Just starting to build your advisory career? Many XPX Chapters now offer unique membership opportunities and programs to help younger and/or emerging professionals connect with each other, increase knowledge, and build relationships to accommodate the next generation of middle market clients. XPX’s Emerging Professionals can help you –

Connect with and learn from seasoned experts in a variety of exit planning specialties.

Access and create your own customized content through XPX’s Knowledge Exchange.

Keep abreast of new trends and information that will impact the next generation of exit planning.

Develop personal relationships with like-minded young professionals who share your values and aspirations for success.

Emerging Professional Chairs

Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County.
Vice President
Belden Hill Partners

Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

David Fasi of UBS is a member of XPX Hartford.
Vice President - Wealth Management
UBS

To discuss how we can work together to provide better outcomes and experiences for our clients, helping them manage complexity and align their personal, business and financial objectives.

Matthew Haskin of The Business and Legal Advisors, LLC is a member of XPX At Large.
Member
The Business and Legal Advisors, LLC

If you are forming a new business, your business is not growing or you want to exit your business; or you are looking for an estate plan

Jeff Rolke of GoldCoast Mortgage Services is a member of XPX New England.
Partner
GoldCoast Mortgage Services

There is any question regarding real estate or financing.

Max Kopytko of Kutchins, Robbins & Diamond, Ltd. is a member of XPX Chicago.
Audit & Assurance Supervisor
Kutchins, Robbins & Diamond, Ltd.

Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

Nermin Avdic of Kutchins Robbins & Diamond is a member of XPX Chicago
Tax Supervisor
Kutchins Robbins & Diamond

If you need tax assistance please reach out to me.

Leland Mindnich of Mohamed-Merola Wealth Management is a member of XPX New England.
Assistant Vice President
Mohamed-Merola Wealth Management

You have clients with complicated financial situations who need pre-transaction planning for them and their family.

Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Lead Advisor & Director of Investment Strategy
Moore Wealth Inc.

A client needs help structuring their business and personal finances to keep the most money in their pocket.

John Mesko of Drucker & Scaccetti, P.C. is a member of XPX Philadelphia.
Tax Associate
Drucker & Scaccetti, P.C.

Tax

National Valuation Manager
Appraisal Economics

You'd like to connect.

Emerging Professional Members

Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County.
Vice President
Belden Hill Partners

Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

Margot Navins of Fidelity Charitable is a member of XPX Fairfield County.
Charitable Planning Consultant
Fidelity Charitable

You have a client with questions about incorporating charitable planning into their exit strategy or overall financial plan

Patrick Morrow of Morgan Stanley is a member of XPX Tri-State.
First Vice President - Family Wealth Advisor
Morgan Stanley

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Kyle Murphy of J.P. Morgan is a member of XPX New England.
Business Development
J.P. Morgan

Sr. Financial Advisor
Congress Wealth Management

Someone wants to build, manage, and protect their wealth.

Chad Pavel of Pinewood Consulting, LLC is a member of XPX Fairfield County.
Managing Partner
Pinewood Consulting, LLC

You have outgrown your bookkeeper, CPA, or accounting software. You need short-term or project finance staff (M&A, Audit, Controller, CFO). You wish to modernize your operations using software

Assurance Director
BDO

Your client needs to better understand their financial results and processes.

Jeff Rolke of GoldCoast Mortgage Services is a member of XPX New England.
Partner
GoldCoast Mortgage Services

There is any question regarding real estate or financing.

Wealth Advisor
Trilogy Financial

Christopher Walters of JP Morgan is a member of XPX Tri-State.
Financial Advisor
JP Morgan

You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.

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