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Session B

Liquidity Events

Presented By: Cendrowski Corporate Advisors / Alex. Brown (A division of Raymond James)

Panelists and description to be announced soon.

Moderator:

Harry Cendrowski
Managing Director
Cendrowski Corporate Advisors

Harry is a founding member of Cendrowski Corporate Advisors and a licensed CPA in Michigan, Illinois and Florida. He is a veteran of the private equity and venture capital industries as an investor, founder and advisor to several funds. He has served as an expert witness in numerous disputes, as court-appointed receiver for multimillion dollar estates and as the accountant to the trustee in high-profile bankruptcy cases.

Panelists:

Roger Veome
Managing Director, Investments; Regional Executive
Alex. Brown A Division of Raymond James

Roger manages the Chicago office of Alex. Brown and has over 20 years of experience working with families of significant wealth. As a Wealth Management Specialist, he focuses on the needs specific to business owners going through a liquidity event.  Strengths include presale planning, assembling your professional team, asset protection, investment management, family office services, philanthropy and building your legacy.  

Mike Wallach
Vice President of Investment
Levy Family Partners LLC

 

 

Conference Location

65 W. Jackson Blvd.
Chicago, IL 60604
Tel: (312)427-7800