GROWTH. TRANSFER. LEGACY.
The leaders of the Exit Planning Exchange Atlanta 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!
Membership: Bob Tankesley, Neri Capital Partners (Chair) | Jeffrey Leonard, Cohen Pollock Meriln Turner P.C | Jennifer Wilson, PwC
Governance: Michael Rosenthal, Fox Rothschild, LLP (Chair) | Jeffrey Leonard, Cohen Pollock Meriln Turner
Finance: James Marosek, WMBO CPA Group (Chair) | Raymond Payne, Cerner Capital Management, LLC
Events: David Shavzin, Shavzin & Associates, Inc. (Chair) | Cherish De la Cruz, De la Cruz Law, LLC | Gregg Ficery, Integgra Valuation & Advisory Services | Krystall Sanford, UBS Private Wealth Management
Marketing: Eric Togneri, Neri Capital Partners (Chair) | Bob Tankesley, Neri Capital Partners
Sponsorship: Krystall Sanford, UBS Private Wealth Management (Chair) | Michael Rosenthal, Fox Rothschild, LLP | David Shavzin, Shavzin & Associates, Inc.
Engagement: Maria Forbes, Firepower Business Catalyst (Chair) | Lisa Payrow, Arnall Golden Gregory LLP
Next Chapter Events
We could not have quality programming without our sponsors!