Michael Araten

President and CEO
Sterling Drive Ventures LP

Michael Araten is president and CEO of Sterling Drive Ventures LP, a family office that owns The Rodon Group. Rodon is a highly automated plastics injection molder, with a focus on small parts used in over 100 industries, including food, beverage, pharmaceutical diagnostic packaging and toys. Previously, he was president and CEO of K’NEX Brands, whose K’NEX™ construction toy is distributed in 40 countries. More than 95 percent of the K’NEX component parts are made at Rodon in Hatfield, Pennsylvania.

Martyn S. Babitz

Vice President
BNY Mellon Wealth Management

Doug Balfour

Former Owner & CEO
Geneva Global

Doug became the CEO and owner of Geneva Global in September 2008, in a management buy out after joining the organization in 2006 as its International Director. Geneva Global is a new type of international philanthropy services organization, working in the non-profit, the impact investment and international business arenas in order to see real social transformation focused on the three foundational pillars of education, health and economic empowerment. It has granted over $140m, overseen 1700 projects and changed the lives of over 60 million people in over 100 countries. He sold the company to Global Impact, a DC based charity in October 2019. Doug and Anna Balfour originally moved to Philadelphia in 2006 from London and in 2018, moved permanently to Santa Rose Beach, Florida.

Jamie Barrett

Managing Director
LBCW LP

Jamie leads LBCW’s transaction execution efforts and is active in the origination and underwriting of the firm’s investments. LBCW is a family office focused on alternative investments based in Bryn Mawr, PA. He is also responsible for asset management and manages the firm’s operations.​ Jamie also currently serves on the board of Malvern Bancorp Inc. (NASDAQ: MLVF). Prior to joining LBCW, Jamie was Vice President Strategy and Finance for a business process outsourcing holding company, where he provided executive support for portfolio company managers and successfully led a number of financing and M&A transactions. Jamie also spent five years as an investment banker at Boenning & Scattergood, Broadview International and finally as Vice President of M&A at FBR Capital Markets.

Sal Bauccio

Chief Operating Officer
HB GLOBAL, LLC

At HB Global, Sal acts as COO and is directly involved in executing the company's acquisition strategy within its commercial business. To date, HB Global has successfully completed 19 acquisitions and their divisions collectively generate approximately $275 million in annual revenue. Prior to joining HB Global, Sal was an M&A attorney and negotiated over $1 billion in mergers and acquisitions.

Rich Beaty

Senior Vice President, Commercial Banking
S&T Bank

Rich Beaty serves as Senior Vice President and leads the regional corporate banking activities for S&T Bank and brings over 20 years of banking experience in debt capital markets, leveraged finance, corporate banking, and credit administration. Rich has executed over $35.0 billion in new debt capital raises comprised of nearly 200 transactions. Rich is an executive member of the Board of Trustees of the Pittsburgh Ballet Theatre.

Lawrence Berran

CEO
iPipeline

Lawrence Berran joined iPipeline in 2002 and served as president and CEO until 2008, when he transitioned to the COO and CFO positions in connection with the merger of iPipeline and COSS. He was named CEO again in August 2019 in connection with the acquisition of iPipeline by Roper. He has been a key driver of growing iPipeline from $1 million in revenue with significant losses to over $180 million in revenue and being highly profitable.
Previously he was a vice president for ICG, where he played an instrumental role in preparing ICG for its 1999 initial public offering.

Andrew Bishop

Director
AB Bernstein

Andrew is a Director in Bernstein’s Wealth Strategies Group. As a Director, he consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies and investment management strategies for nonprofits. Andrew graduated from Purdue University in West Lafayette, Indiana, with a BS in accounting and a minor in finance. He is a CFA charterholder since 2012.

Don Braun

Managing Director
AB Bernstein

Donald R. Braun, Jr., is a Managing Director of Bernstein located in the Philadelphia office. He joined the firm in 2005 and was appointed a Principal in 2010, a Director in 2015 and Managing Director in 2016. In his role as a Principal he was responsible for advising high-net-worth families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Prior to joining the firm, he served for 10 years as vice president of a privately held family business, Greater Media, Inc., where his responsibilities included strategic planning, budgeting and analyzing cash-flow projections for companies targeted for acquisition. Donald earned a BS in business administration and finance from Drexel University. He is a member of the Philadelphia and Pittsburgh Estate Planning Councils, the Association for Corporate Growth (ACG), the Greater Philadelphia Alliance for Capital and Technologies (PACT), and The Union League of Philadelphia. Donald is also active with Drexel University, serving on the President’s Leadership Council.

Roger J. Braunfeld

Partner
Royer Cooper Cohen Braunfeld

Roger is a founding partner at Royer Cooper Cohen Braunfeld LLC. He combines business and corporate law experience for his clients, focusing on financing and development strategies and transactions for investors and a wide array of businesses in various stages of development. Among other things, Roger's practice encompasses private equity and venture capital transactions, debt and equity offerings, mergers and acquisitions, real estate and corporate restructurings, as well as a range of business and commercial transactions, agreements and general business counseling. Roger is also actively involved in strategic opportunities for the firm including the creation of a $140 million alternative investment platform.

Andy Brown

Director
Fairmount Partners

Andy Brown is responsible for originating and executing middle-market investment banking transactions. He has over fifteen years of experience providing financial and strategic advisory services to growing middle-market companies. While his clients have come from a diverse range of industries, Andy focuses on the business services sector, specifically business and information technology services, as well as outsourced healthcare and pharmaceutical services.

Greg Cathcart

CEO
Excellis Health Solutions

Greg is responsible for Excellis Health Solutions’ strategic planning, direction, and growth, as well as cultivating emerging markets. In addition, Greg works directly with clients to understand their business needs and identify an approach to realize the value to be gained by transparent, synchronized solutions. As a recognized industry leader for 20+ years, Greg has worked with HDA, NACDS, FDA, and GS1 to optimize the supply chain by focusing on solution implementation and improved business practices in the life sciences, healthcare, and regulated industries.

Dr. Vanessa Z. Chan

Undergraduate Chair, Materials Science and Engineering
University of Pennsylvania, School of Engineering

Ryan Clark

CEO
PeopleShare, LLC

Ryan Clark is among the most respected leaders in the staffing industry, known for his fierce commitment to providing outstanding customer service and his tenacious pursuit of excellence. His experience includes over twenty years in staffing as well as extensive experience in sales and sales management. Ryan spent seven years working at PDI, the world’s largest contract sales organization supporting the pharmaceutical industry, where he was continuously recognized as a top performer and was promoted several times. In 2003, Ryan was hired by a major Dallas-based staffing company where he made significant contributions. Within three months, Ryan turned the unprofitable office into one of the most profitable offices in the company. In 2005, Ryan co-founded PeopleShare, a regional staffing firm dedicated to placing candidates in light industrial, administrative and clerical positions. Ryan’s vision was to create a staffing company that provides employees and customers the opportunity to achieve their goals and enhance their overall success. Having the expertise, industry experience, and resources to recruit the best talent for each and every opportunity have been a critical factor in PeopleShare’s success. Ryan’s determination, drive and talent have propelled PeopleShare into the fastest growing staffing firm in Pennsylvania with 16 locations throughout PA, NJ and DE. Since their first year of eligibility in 2007, PeopleShare has been named “Best Places to Work” by the Philadelphia Business Journal every year and named to the Inc.500/5000 list. In 2015, PeopleShare exceeded $100MM in annual revenue and was acquired by Trivest, a Private Equity firm based in Coral Gables, Florida.

Dawn Coleman

CEO
We Guide, You Grow LLC

Dawn worked in a second-generation family business, Weavertown Environmental Group.  The company was sold December 1,2015 to UNIVAR, a wallstreet company.  Dawn launched We Guide, You Grow LLC. “I did it, you can to” offering customizable plans for clients that want to grow their business and leadership teams.  In addition she has also launched a commercial cleaning company, CleanAisles, LLC., for her husband and has seen substantial growth within a two year span.

Dawn has recently released a book, Get Your Game F.A.C.E. On and it is focused on "the secret of growing your company during any economy."

David Dotson

Managing Director
Deloitte Tax LLP

David leads Deloitte Tax LLP’s Private Wealth practice in Philadelphia and has been consulting with wealthy families, family offices, business owners and executives on their personal and family tax matters for over 20 years. As a trusted advisor on tax and wealth planning engagements, David’s practice spans income, trust, foundation, estate, gift and generation-skipping transfer tax consulting and compliance. Prior to joining Deloitte Tax, LLP in 2002, David was employed by Arthur Andersen as a Tax Manager in their Private Clients Services practice. Prior to that, he was employed by CCH Incorporated as a Senior Associate Editor in their Financial & Estate Planning Group and practiced as an attorney. David is a member of Deloitte's Individual Income Tax Competency Group, as well as the Estate Gift Trust Charity Competency Group, and is a senior member of the Designated Gift Tax Return Review Team at Deloitte. In addition, David co-leads Deloitte’s Philadelphia Family Office Forum and regularly presents at Deloitte Private Wealth training seminars across the country, including recently serving as the Dean of Deloitte’s Private Wealth Intermediate program at Deloitte University.

Richard Dougherty

President
LabRepCo

Richard graduated from Delaware Valley College with a B.S. in Food Science in 1983. He came to work for LabRepCo in June of 1983 and worked as a sales representative in the southeastern PA region for 4 years. In 1987 he took on the additional role of Sales Manager for the entire company and oversaw the sales force at LabRepCo through July of 2004 at which time he finalized the purchase of LabRepCo from its founder and became President. At that time, Richard became a majority shareholder of LabRepCo.

Ted Durkin

Managing Director
UBS Financial Services

Ted joined the Financial Services industry in 1994 as a Financial Advisor with Merrill Lynch in the World Financial Center, NYC.Over the next twenty years he held numerous positions with Merrill Lynch. In April 2000 he transitioned from Financial Advisor to a career in Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-20011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2001-2014). In 2015 Ted had the great fortune to join UBS running the Philadelphia/ South Jersey Complex. Today, he is the Market Head for Pennsylvania. Our eight offices comprise 150 FAs, 85 CSAs, and an outstanding Leadership Team supported by incredible specialists.

Eric Fahr

Partner
BDO USA LLP

Eric Fahr has more than 20 years of business experience, including 17 years serving corporate and private equity clients on over 200 buy-side and sell-side transactions. He has worked with clients in a range of industries, including consumer and industrial products, aerospace and defense, technology, business services, life sciences, and retail. Eric has extensive experience with carve-out transactions, as well as stand-alone transactions, add-on acquisitions and divestitures. His international experience includes in-bound and out-bound investment to/from Canada, Central and South America, Europe, Africa, and Asia Pacific regions.

Jeffrey Getty

Managing Director of Family Wealth Consulting
KeyBank

Jeff Getty is the Managing Director of Key's Private Business Consulting Practice. This practice advises business owners in four major areas: strategic option analysis; value\growth optimization; transition\transactions; and tax minimization. Jeff holds a BA, JD and MS(tax) and is a CFP, AEP, CM&AA and CVGA. Over the past decade, Jeff has more than $7 billion in transactional experience in private offerings of equity and debt, mergers, acquisitions reorganizations and spin offs for closely-held and family owned businesses.

Leo Helmers

Founding Partner
Susquehanna Private Capital

Leo focuses on sourcing prospective investments as well as ongoing portfolio company matters. Before co-founding Susquehanna Private Capital, Leo founded LMZ Partners. Prior to LMZ Partners, Leo was a Senior Advisor, Fund Head and Managing Director at The Carlyle Group and a Managing Director at Hamilton Lane Advisors. Leo graduated with an M.B.A. from Temple University and a B.S. in Civil Engineering from the Lafayette College. He is a CFA Charter holder and serves on the Board of Trustees at both the Shipley School and Lafayette College.

Ryan Hurst

Partner
RKL LLP

Robert Kenney

Regional Executive - Director
Alex. Brown

Rob is the Regional Executive of Alex. Brown Philadelphia and is responsible for the management and growth of the office. Rob and his team work with individuals and family offices to create highly customized, comprehensive wealth management solutions. He enjoys helping his clients navigate the complexities of the financial markets and providing strategies that are tailored to their needs and objectives. He specializes in asset allocation and portfolio management, utilizing equity, fixed income and alternative investments to balance risk, returns and liquidity.

Before joining Alex. Brown (now a division of Raymond James), Rob was a vice president of investments at UBS Private Wealth Management, a vice president at the JP Morgan Private Bank and a vice president at JP Morgan Securities. He earned a bachelor’s degree in finance from Bloomsburg University.

Rob serves as a board member of Handi-Crafters, one of the largest employment and disability focused service programs in Chester County. A West Chester, Pennsylvania, native, he lives with his wife, Kelly, and their three children..

Stephen Kindler, Jr.

President & CEO
National Fitness Partners (dba Planet Fitness)

Stephen is the President & CEO of National Fitness Partners which is a private equity held Planet Fitness franchise group based in Camp Hill, PA. NFP operates 77 locations in 4 states and has a development pipeline of over 30 locations. His vast background includes operational, organizational, growth and real estate strategy and has extensive M&A experience within the fitness space.

John Lee

Senior Managing Director
Griffin Financial Group

Daniel McDonough

Partner
Troutman Pepper

Bryan McGrath

Senior Wealth Director
BNY Mellon Wealth Management

Bryan T. McGrath, CWS® is a senior wealth director for BNY Mellon Wealth Management. In this role, he is responsible for new business development in the Mid-Atlantic region, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals.
Prior to joining BNY Mellon Wealth Management, Bryan was a Wealth Advisor and Vice President at Key Bank. Bryan also worked as a Senior Wealth Advisor for PNC and TD Bank in addition to serving as a Regional Executive at Sovereign Bank/Santander in Philadelphia.
Bryan earned a Bachelor of Arts degree from Ursinus College, with minors in Finance and Business Administration. He has completed other certifications from Bucknell and Northwestern University in Chicago.

Louis Rappaport

Partner, Co-Chair, Corporate, M&A and Securities Practice Group
Blank Rome LLP

John Reed

Partner
Barley Snyder LLC

John Reed focuses his practice on representing family-owned and closely held businesses and mergers and acquisitions.  Regarding family businesses, in addition to advising them on day-to-day business matters, John guides his family business clients through succession planning, negotiating shareholder agreements, developing family policies and boards of directors.  U.S. News and World Report has recognized John as a “Best Lawyer” since 2013, and in 2020, recognized him as “Lawyer of the Year” for his work with closely held companies and family business law. John is a driving force behind the S. Dale High Center for Family Business, whose mission is to serve and strengthen families in business through succession planning, family leadership training and legacy building.

Ed Renenger

President and CEO
SES ESOP Strategies

Ed is President and CEO of SES ESOP Strategies and Co-Chair of the ESOP Group and the Employee Benefits and Executive Compensation Group at Stevens & Lee, an affiliated company of SES. He counsels business owners on how to sell their companies to employees through an employee stock ownership plan (ESOP) and also advises on other ESOP-related transactions.

Michelle Rondinelli

President
Kitchen Kettle Foods, Inc.

Michelle is the third generation, co-owner and President of Kitchen Kettle Foods, Inc. She grew up in the business and currently oversees the company's retail, food service, manufacturing and online divisions. Michelle is passionate about corporate culture and the role that it plays in creating dynamic workforces as well as exceptional experiences for the many guests that visit the Village each year.

Mike Ryan

Divisional Vice Chairman
UBS Global Wealth Management

Mike is a Divisional Vice Chairman for UBS Global Wealth Management and a member of the WM USA Management Committee. In his role as vice chairman, Mike focuses on engaging with UBS clients to help deepen their understanding of the macroeconomic, social, geopolitical and policy trends and how they impact both the short- and long-term investment outlook. With more than 35 years of experience in the financial industry, he is widely recognized as a leading market expert. Previously, Mike led over 50 US-based research professionals as Chief Investment Officer Americas for UBS Global Wealth Management and served on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management Investment House View. With more than 35 years of experience in the financial industry, he is widely recognized as a leading market expert. Mike is a Chartered Financial Analyst® and a member of the CFA Institute (formerly the Association for Investment Management Research), the Fixed Income Analysts Society Inc. (FIASI), and the New York Society of Security Analysts (NYSSA). He holds an MBA in finance from the University of Rochester’s Simon Business School and a BA in political science/economics from the University of Rochester.

John Savercool

Senior Lobbyist and Managing Director
UBS Americas Inc.

John Savercool serves as Managing Director and Head of the UBS U.S. Office of Public Policy. This office covers all of the primary business units within UBS, including the Investment Bank, Wealth Management and Global AM. In this capacity, John directs the firm’s lobbying, political and policy advocacy efforts at the federal level. He manages a staff of five in Washington in support of this mission.
John is a veteran of Washington of 34 years. He began his career with U.S. Congressman Mike Oxley of Ohio and former chairman of the House Financial Services Committee. John then embarked on a 17-year career with Texas Senator Phil Gramm, the former chairman of the Senate Banking Committee. John also served as chief of staff for Texas Senator Kay Bailey Hutchison in 1993. In his long Senate career, John focused on a broad range of legislative and policy issues.
John left the Senate in 1999 for a career in the private sector. He was tapped to be the vice president for federal affairs for the American Insurance Association (AIA) in 1999 and served in that capacity until 2003. While at the AIA, John spearheaded the insurance industry’s efforts in passing the Terrorism Risk Insurance Act of 2002. He also led the industry’s efforts to open new markets for U.S. property and casualty insurance products abroad, specifically in China and India.
In 2003, he was selected by UBS to become the firm’s first full-time, senior lobbyist to direct the firm’s advocacy activities in Washington. John’s lobbying targets to date have included all major banking and securities issues, regulatory reform in financial services and tax legislation, among others. John also directs the firm’s political action committee and manages the firm’s political relationships in Washington. Within UBS, John serves on a number of high-level operations, cross-business coordination and risk management committees that drive business and operating activities in the U.S., Canada and Latin/South America.
John was born in Endicott, New York and is a graduate of Frostburg State University (Maryland). He has spent most of his life in the Washington, D.C. suburbs where he currently lives with his wife Mary K. John and Mary K. have two grown daughters and a grown son.

Steven Staugaitis

Director, Audit & Accounting
Kreischer Miller

Steve Staugaitis is a director of Audit & Accounting at Kreischer Miller, an accounting, tax, and advisory firm. Steve works exclusively with privately-held companies, many of which are family-owned. He helps companies analyze and understand their financial position, reviews their buy-sell agreements, and assists with business valuations, structuring business transfer plans for family and non-family businesses, and merger and acquisition activities. Steve joined Kreischer Miller in 2004. Previously, he worked for a national accounting firm headquartered in Bethesda, Maryland.

Amy Ufberg

Partner
Dechert LLP

Amy S. Ufberg, chair of the private client group, focuses her practice on estate planning, charitable planning, and estate and trust administration. She has particular experience with succession planning for individuals with interests in closely held businesses. Ms. Ufberg has crafted and implemented sophisticated wealth transfer plans and handles the administration of complex, multi-jurisdictional estates and trusts.

Will Wennberg

CEO
Tactical Medical Solutions, LLC & Trauma FX, Inc.

Will is the Chief Executive Officer for Tactical Medical Solutions, LLC (TMS) and Trauma FX, Inc. (TFX) currently held by Guardian Capital Partners. Prior to joining TMS and TFX, Will led Nobles Worldwide, Inc., an aerospace and defense company, through two change of controls, once as VP of Business Development, from Inverness Graham Investments to Levine Leichtman Capital Partners, and most recently as President and CEO, from Levine Leichtman Capital Partners to Ducommun, Inc (NYSE:DCO). Will is a former Marine Corps Infantry Officer and served in direct support of Operations Enduring and Iraqi Freedom.

David Winkowski

Co-Chair, Closely Held & Family Owned Businesses
Stradley Ronon Stevens & Young, LLP

David Winkowski concentrates on estate and tax planning for owners of closely held businesses, executives at publicly traded and privately held companies, and high-net-worth individuals, and their families.  David has extensive experience designing and implementing sophisticated estate plans, wills, inter vivos trusts, prenuptial agreements and family limited partnerships. In addition, he advises clients on a variety of asset-protection techniques. Further, David represents individual and corporate executors and trustees regarding complex estate and trust administration issues and has counseled clients in the administration of significant estates with assets subject to challenging valuation issues or fractional interest discounts, such as closely held business interests and working interests in oil and gas fields.