Marty Babitz

Vice President & Family Wealth Strategist
BNY Mellon Wealth Management

Scott Balestrier

Tax Office Managing Partner
BDO USA LLP

Scott is a seasoned financial executive, having served as a managing partner in a number ofprofessional service firms over the course of his 29-year career in public accounting and consulting. As the Tax Office Managing Partner, Scott is responsible for overseeing the operations in the Philadelphia tax practice and developing and executing strategy with technical resources to bring additional value to clients and colleagues.

Scott’s primary focus has been on assisting clients in effectively managing their tax burden through strategic planning and implementing new technology solutions. He has a broad range of skills including tax, financial accounting, risk management, information technology, capital raise, employee benefits, succession planning, and mergers and acquisitions.

Scott has been the lead coordinating partner for companies in a wide variety of industries, and has significant experience working with manufacturing & distribution, retail, and financial services companies

Charles J. Bauder

Private Wealth Advisory
Raymond James (Alex.Brown)

As director of the Private Wealth Advisory team, “Chip” Bauder provides guidance on advanced planning strategies to the firm’s largest private clients to improve their overall wealth management plan. He joined Raymond James & Associates in 1993 and later managed the Financial Planning & Wealth Solutions departments from 1997 to 2011. Chip left the firm to oversee a private family office and manage a boutique hedge fund for sophisticated investors. Mr. Bauder returned to Raymond James in 2015 and is additionally focused on providing personal wealth management solutions to Raymond James’ investment banking clients.

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.

Steven Berger

Co-Founder & CEO
Berger Rental Communities

Steve graduated from Farleigh Dickinson University with a degree in accounting. After a short stint as an Accountant and serving in the Military, he joined his brother Jim, who passed away in 2001, in developing what is now known as Berger Rental Communities.

Steve is very proud of the fact that in recent years BRC has been able to transform its operations from one that relied on the professionalism of a handful of staff to one that thrives on the daily commitment of over 250 team members, working together, to provide thousands of residents a housing experience that exceeds their expectations. As a founding Partner, Steve has witnessed the growth and sophistication of a company that never waivers in holding onto its core values and purpose while becoming increasingly innovative in developing more techniques to provide explementary service while effectively managing its finances. 

David Bernstein

Principal & Owner
RLS Associates

Mr. Bernstein has worked in the private sector mergers and acquisitions field since 1988. As a result, he has extensive experience in: executing targeted assignments for seller and buyer clients, assisting companies in need of additional capital, and in performing business valuations and serving as an expert witness in business valuations-related matters.

In 1988, Mr. Bernstein became a team member of RLS, and then became a principal/owner of the firm in 1999. Mr. Bernstein is also a private equity investor in multiple businesses and is a co-founder of a private equity group Executive Capital Alliance Partners.

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.

AJ Bruno

Founder & CEO
QuotaPath

From a successful exit to two years into his next venture, QuotaPath CEO and Co-Founder AJ Bruno has learned a lot about starting a sales-led company versus a product-led one. For starters, the former TrendKite President and Co-Founder created a competitor in an industry he was already familiar with. With QuotaPath, nothing quite like this exists and it’s being built from a pain point he has only experienced as a customer.

With the desire to build an organization that disrupts a new industry in a completely unique way, and applying lessons learned from TrendKite, AJ knows that QuotaPath is operating in a multi-billion dollar industry and they are launching their product to organizations this summer. Here’s a snapshot of some of the differentiators.

Jonathan Chou

Partner
Eureka Equity Partners

Jonathan is a Partner at Eureka Equity Partners, a Philadelphia-based lower middle market private equity firm focused on making majority and minority investments in companies with revenue up to $100 million in the business services, consumer, healthcare, and specialty industrial sectors. Jonathan is responsible for transaction sourcing, evaluation and negotiation, managing senior and subordinated debt lender relationships, and working with portfolio company management teams on strategic initiatives.

Jonathan also serves on Eureka's Investment Committee. Jonathan currently serves on the Board of Directors of McCue Corporation and is a former Board member of Campus Televideo, Creative Co-Op, Everite Machine Products, FlexManage and Total Military Management. Prior to joining Eureka, Jonathan was an Engagement Manager for L.E.K. Consulting, an international management consulting firm focused on strategy and mergers & acquisitions. Previous to L.E.K., Jonathan executed acquisitions of investment management firms as an Associate with Value Asset Management, Inc., and worked as a Financial Analyst in the investment banking division of BT Alex. Brown Incorporated. Jonathan received an M.B.A. with Honors in Finance, Strategic Management, and Entrepreneurial Management from the Wharton School of the University of Pennsylvania and a B.A. in Economics from Columbia University.

Allyson Coyne

Managing Director & Chief Broking Officer
Aon M&A and Transaction Solutions

Allyson advises clients in the areas of Representations & Warranty Insurance and other transaction related coverages through her position as a managing director in Aon’s Transaction Solutions team. Allyson also serves as the Chief Broking Officer for the Transaction Solutions team in North America and is responsible for developing and executing the team’s broking strategy and leveraging carrier relationships across the Transaction Solutions practice. Allyson has also been involved in matters concerning financial product lines for a wide variety of clients, including financial institutions, biotech and Fortune 500 companies. A veteran in the industry, Allyson has over 20 years’ experience broking bespoke M&A insurance solutions.

Allyson received her B.A. in English and in the Program of Liberal Studies from the University of Notre Dame, and a J.D. from Villanova University School of Law. She also received her M.B.A from Villanova University College of Commerce and Finance. She also served in various volunteer positions, including Vice Chair of the Board of Trustees of a non-profit theatre arts organization in Philadelphia and an Advisory Board member for the Advisen Transaction Insights conference in 2017 and 2018. Allyson was also named a “Risk & Insurance Power Broker” in 2018 and 2020. Allyson is also a frequent speaker at industry events and conferences.

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.

Jeremy Frey

Partner
Barley Snyder LLP

Jeremy is the chair of the firm's Business Law Group. Jeremy focuses his practice in the areas of planning, negotiation and execution of business and real estate transactions, real estate development, land use and zoning matters, real estate assessment appeals, business and real estate financing, and business planning.

Gerri Henwood

President & CEO
Recro Pharma

Oliver Hoar

General Manager
Hoar Investments, LLC

Oliver founded Hoar Investments with the broad and undefined goal of helping small businesses in South Central Pennsylvania. Oliver has worked to position Hoar Investments as a valued partner for creative capital solutions with a patient long-term focus. Prior to Hoar Investments, Oliver was the President and CEO of R.H. Sheppard, Inc. Oliver serves as a Board member for various for-profit and non-profit entities.

Ryan Hurst

Partner
RKL LLP

Michael Jemison

President
Heyco Metals

Mike is a fourth-generation owner and President of Heyco Metals, a precision re-roll mill of copper, copper alloy, and stainless steel coil. Heyco Metals is an operating subsidiary of Hummock Industries, a family holding company of which Mike is also President and CEO. Previously, Mike was VP-General Manager of Heyco Products, the original family business dating back to 1926. Mike led the Heyco Products division through a successful sale in 2016 and then participated in a leveraged buy-out of Heyco Metals in 2017. More recently, Mike led Hummock Industries in the acquisition of National Bronze Manufacturing, a precision machining manufacturer of bronze bushings, bearings and wear plates.

Brian Kitchen

Tax Director
Kreischer Miller

Brian has a wide range of experience providing domestic and international tax planning and compliance services to a variety of middle market companies and entrepreneurial businesses in a number of industries, including manufacturing, distribution, media, real estate, financial, and professional services. He has also assisted companies with business transactions, including mergers, acquisitions and transition planning.

Ted Lentz

CFO & Chief Analytics Officer
JM Swank, LLC

Clint Lewis

CEO
AgroFresh

Clint Lewis has over 30 years of experience in the life sciences, pharmaceutical and agriculture sectors having previously held senior executive positions across both human health and animal health at Pfizer and Zoetis. He has worked and resided both in the U.S. and in Europe with extensive international travel.

At Zoetis, Inc., the largest animal health company in the world, Clint played a key role in the successful ‘spin out’ and IPO of the company out of Pfizer in 2013, helping to create over $40B in value creation. Clint served as a corporate officer and member of the Executive Management Team, responsible for setting the over-arching strategy and capital allocation plan for the company. Clint was responsible for leading the global commercial restructuring, a major component of the company’s value creation initiative.

Rich Mahler

Managing Dir.; Former CEO
Accenture; Revolutionary Security LLC

Rich is responsible for the delivery of IT and OT cybersecurity services across utility, energy, chemical, health and life sciences, manufacturing, retail, and financial services industries. He is also the Global Utilities Lead for Accenture Security.

Prior to Revolutionary Security being acquired by Accenture, Rich was co-founder, President, and CEO. Revolutionary Security provided cybersecurity professional services to enterprise clients.

Prior to founding Revolutionary Security LLC, Rich spent over 20 years at Lockheed Martin and was the Director of Commercial Cyber Services. He also held other leadership positions at Lockheed Martin that involved working with commercial, federal, defense and local government organizations to plan, analyze, integrate and deliver complex systems, with practical experience in cyber security, software development, system architecture, business development, consulting and program management.

Paul Mattaini

Partner
Barley Snyder LLC

Paul has practiced in the business area for over 30 years, concentrating in the mergers and acquisitions, securities, banking and corporate areas. His practice includes complex and sophisticated transactions, and he has participated in hundreds of M&A transactions. For a representative sample of transactions in which Paul has participated at Barley Snyder, please see the tombstone announcements at www.barley.com/Mergers-Acquisitions. Among other recognitions, Paul maintains an "AV" Martindale Hubbell rating and he has been listed in The Best Lawyers in America (Securities, Corporate and Banking and Finance areas) and in Pennsylvania Super Lawyers (Mergers and Acquisitions).

Al Mattaliano

Founding Partner
Rock Island Capital

Al is a Founding Partner at Rock Island Capital, a private equity fund in suburban Chicago that manages over $310 million in committed capital. Rock Island invests in equity and mezzanine capital in profitable, middle-market manufacturing, distribution and service companies with $10 to $150 million in enterprise value. Investments support buyouts, growth and recapitalizations and Rock Island invests in both majority and minority equity positions.

Bob McCormack

Managing Partner
Murphy McCormack Capital Advisors

Bob is Managing Partner and Founding Partner of Murphy McCormack Capital Advisors, a boutique investment banking and corporate advisory firm in Lewisburg, Pennsylvania. Mr. McCormack has more than 32 years of financial services experience, and focuses on providing advisory services related to business sales, mergers, acquisitions, divestitures, business valuations, debt and equity financing, and select turnaround projects. He formed Murphy McCormack Capital Advisors in 2005. He previously served as President and Chief Executive Officer of Sun Bancorp, Inc., a $1 billion financial services holding company with bank branches and affiliates located throughout central Pennsylvania.

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.

Jayne Millard

Executive Chairman of the Board
Turtle & Hughes

Jayne is the Executive Chairman of the Board of Turtle & Hughes, a fourth-generation, family-owned business. Co-founded by her great-grandfather in 1923, Turtle & Hughes is one of the largest independent electrical and industrial distributors in the nation. It has a long history of management by women—beginning with Ms. Millard’s great-grandmother—and the company has been one of the top 50 women-owned businesses of any kind nationwide for more than a decade.

Christopher Molaro

CEO
NeuroFlow

Chris is the CEO and co-founder of NeuroFlow, a digital health technology and analytics company promoting behavioral health access and engagement in all care settings. Chris is a former U.S. Army Captain from the US Military Academy at West Point and earned his MBA at The Wharton School at the University of Pennsylvania where he also spent time as digital health consultant at McKinsey. Chris was also the founder of the literacy non-profit Things We Read.

Amantia Muhedini

Sustainable Investing Strategist
UBS Global Wealth Management

Amantia is a Sustainable Investing (SI) Strategist in the Chief Investment Office, Global Wealth Management. Prior to UBS, Amantia was a sustainable investing fellow with Morgan Stanley’s Investing with Impact team focusing on impact measurement and product development. She also spent time at Working Capital – the Supply Chain Innovation Fund conducting impact and commercial due diligence on potential investments. Amantia previously was an Investments Associate at the Omidyar Group’s Humanity United addressing forced labor in global corporate supply chains. She is also a member of the Governance Council of United World Colleges International (UWC), a global education organization, and was a founding board member and acting Executive Director for UWC Albania, an education non-profit based in Albania.

Scott Nissenbaum

President & CEO
Ben Franklin Technology Partners of Southeastern Pennsylvania

Scott is President, Chief Executive Officer, and member of the Board of Directors at Ben Franklin Technology Partners. He believes that technology can make the world a better place and has dedicated his career to that ideal.

Prior to becoming President and CEO at Ben Franklin, Scott served as its Chief Operating Officer through 2020, and previously served as its Chief Investment Officer and Executive Vice President, where he led the organization’s investment group, a team of 10 investment professionals making seed and early-stage investments across IT, Digital Health, Life Sciences, and Advanced Manufacturing. Under Scott’s leadership, Ben Franklin completed more than 200 early-stage investments, launched Ben Franklin’s first for profit fund - the GO Philly Fund, and grew the AUM by 100%+.

Scott has raised capital for six different funds, served as a board member for 14 private and public companies, and was the Chairman of Philadelphia Game Labs. He has been recognized as a leader by Philly Tech’s “Thirty under 30” Award, Philadelphia Business Journal’s “40 under 40” Award, American Carbon Registry Innovator Award, and the Eastern Technology Council. In addition, he has served as a speaker, judge, and mentor for countless organizations and events. In 2007, Scott taught the graduate course in venture capital at The Universities of Pennsylvania’s Wharton School.

Merrick Olives

Partner
McKinsey & Co.

Acquired by McKinsey and Co. in 2021, Merrick was Managing Partner and co-founder of Candid Partners, an Atlanta-based consultancy providing transformative cloud solutions for Fortune 500 clients. Merrick led the team in developing the deepest cloud expertise in the industry and expanding the company to become one of the largest and fastest growing cloud firms in the U.S.

Merrick and his family live in Atlanta Georgia where he and his wife Lane are active in community efforts and philanthropy on behalf of children’s issues and education.

John Peak

Partner
McKinsey & Co.

John’s mission is to help leading firms use public cloud to fundamentally transform and gain competitive advantage across their industry. He leads Cloud by McKinsey, McKinsey’s cloud specialty arm, and has led initiatives in a variety of industries, including banking and financial services, healthcare, insurance, consumer goods, and telecommunications.

John’s understanding of how to launch successful cloud initiatives is grounded in his 30-year career as a software architect and developer, as well as the cofounder of technology firms including Candid Cloud. Candid grew to be the largest cloud specialty firm in North America and implemented over 300 cloud initiatives without failure. It was acquired by McKinsey in 2020.

Steven Pivnik

Advisor
AIP Advisory LLC

After 27 years as the founder and CEO and then Executive Chairman of an international technology company that grew to 200 employees in 12 countries, I have recently had a rewarding exit event and now find myself writing the next chapter of my life. I have benefited from many advisors in my career and wish to give back to the entrepreneurial community as an advisor to them personally and to their firms.

Jack Reick

Managing Director
Aon

Jack leads client relationships for Aon Philadelphia. Jack delivers a broad range of risk, retirement and health solutions that reduce volatility and improve performance through understanding the needs and priorities of clients; connecting them to Aon's unmatched global resources and expertise; delivering fact-based insights supported by Aon analytics; and recommending optimal solutions to empower their growth. Jack also serves as the Resident Sales Director and is responsible for the growth strategy and execution for the Philadelphia operation.

Jack began his career in 1996 with a global insurance carrier. Jack’s foundational experience includes roles in claims, broking, client management, and sales

Tarrus Richardson

CEO
IMB Partners

Mr. Richardson is the Founder and CEO of IMB which was started in 2010. He has 25 years of private equity experience, has invested over $500 million of capital and completed over 20 platform buyouts and add-on acquisitions.

Prior to IMB, Tarrus co-founded ICV Partners, a $440 million minority-owned private equity firm from 1998-2010 and worked at JLL Partners, a private equity firm with over $2 billion of AUM, and Citibank (formerly Salomon Brothers).

Tarrus is the founder of the Council of Urban Professionals (CUP), a top leadership development and networking organization based in New York and Los Angeles and a founding board chair of All Star Code, a leading non-profit focused on helping boys of color code.

Mr. Richardson received a BS in Accounting from Purdue University (where he has served as the Purdue Black Alumni President and as Student Body President) and an MBA from Harvard Business School, where he was a Robert Toigo Fellow.

Steven A. Scolari

Partner, Co-Chair, Closely Held & Family Owned Business
Stradley Ronon Stevens & Young

Steven provides practical and strategic legal advice to executives and owners of both private and public businesses in connection with a variety of transactional matters. As co-chair of Stradley Ronon’s Closely Held & Family Owned Businesses practice, Steve’s business succession planning engagements encompass corporate, tax, estate planning and family issues, including complex intergenerational shareholder and voting trust agreements and numerous liquidity transactions.

Kathleen Shanahan

CEO
Turtle & Hughes

Kathleen is Chief Executive Officer (CEO) of Turtle & Hughes, Inc., which ranks among the nation’s top 20 independent electrical distribution companies. Established in 1923, the family-owned business serves the industrial, construction, commercial, electrical contracting, export and utility markets with branch offices that stretch from coast-to-coast. Turtle & Hughes Integrated Supply (THIS) division services Fortune 100 companies and operates nationwide, and in Canada, Puerto Rico and Mexico. The company has been a certified women‐owned business for over 25 years.

Chad Stender

Partner
SeventySix Capital

Chad is a Partner at SeventySix Capital. Chad is responsible for the business operations and oversees the investments, finance, and administration at SeventySix Capital. Chad sits on the boards of the following SeventySix Capital portfolio companies: Fortë, Quintar and Vigtory (acquired by fuboTV).

Prior to joining SeventySix Capital, Chad worked at a start-up company in the sports industry. In addition, Chad started his career with the Philadelphia Flyers, Philadelphia 76ers, Comcast-Spectacor and the Walt Disney Corporation. Chad earned a Bachelor of Business Degree from James Madison University and a Masters of Science in Sport Management from East Stroudsburg University. He resides in the Philadelphia suburbs with his wife and two kids.

Michael Vaccarella

Partner, Private Equity & Transaction Advisory Services
Wipfli LLP

Leveraging more than 23 years in public accounting, including more that 13 years with mergers and acquisitions, Michael is the National Transaction Advisory Services Leader for Wipfli LLP. He is also an integral part of the national leadership team in the Private Equity Services team. Michael provides client relationship support and coordinates and executes in buy-side and sell-side transaction diligence, quality of earnings, and consulting for private equity funds and their portfolio holdings in addition to family offices and middle market corporations. He leads industry focused teams to coordinate across service disciplines for streamlined responsiveness from audit and tax compliance, IT and operational consulting to M&A and Investment Banking.

Tim Wallace

Strategic Advisor
iPipeline

Tim has over 30 years of experience in the software, service, and consulting industry. Tim previously was the CEO of iPipeline from 2008 to 2019. Under his successful leadership, the company grew to be the largest provider of SaaS technology to the Life and Annuity industry and was acquired by Roper Technologies in 2019 for $1.625 billion. Tim currently serves as a strategic advisor to several technology companies.

Prior to iPipeline Tim served as President and COO of MEDecision, CEO and Chairman of FullTilt Solutions. and CEO of systems integrator XeroxConnect and XLConnect.

Tim was the 2011 Ernst & Young Technology CEO of the Year, the 2013 PACT Enterprise Award for Technology CEO of the Year, and the 2014 Red Herring Top 100 Award.

Tara Walsh

Partner
Stradley Ronon Stevens & Young

Tara concentrates her practice in the areas of estate, tax and business succession planning, as well as estate and trust administration. She represents and advises high-net-worth individuals, owners of closely held businesses, individual and corporate fiduciaries, and nonprofit/charitable entities. Her practice involves designing and implementing a wide range of estate plans, and specifically estate plans that include closely held businesses; handling all aspects of estate and trust administrations; advising clients on estate, gift and generation-skipping transfer tax issues; counseling clients in planned charitable giving; advising clients on issues related to life insurance and retirement plans; counseling beneficiaries and fiduciaries in Orphans’ Court matters; and forming nonprofit organizations.