Welcome to XPX New Jersey!

We're just getting started but look forward to creating a vibrant community of advisors to privately-held businesses in northern New Jersey area.

We will be part of a Tri-State region with our Chapters in New York and Connecticut.  Tri-State memberships are available now that entitle you to attend the events in these two geographies.

Want to get involved?

Our Chapter will need volunteers to help us with events, membership and sponsorship. If you're interested in getting involved, please contact us.

Upcoming events


Kenneth Bagner, Sobel & Co. LLC

Andrew Bess, Daroth Capital

John Dowd, Bernstein

Adam Grenker, Fox Rothschild, LLP

Stephen Goldberg, Sun Business Valuations

Laquita Jewett, Citrin Cooperman

Harvey Katz, Fox Rothschild, LLP

Mark Lingerfield, Management Planning, Inc.

Carolyn Lloyd-Cohen, Preferred Pensions LLC

Tracy McSweeney-Child Sherman Wells Sylvester & Stamelman LLP

Michael Richmond, The DAK Group, Ltd.

Carolyn Simon, Regent Atlantic


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