Sell-Side of M&A

Joe is a Vice President and Financial Advisor with Merrill Lynch Wealth Management. He works with families to help grow, preserve and transition assets to the next generation. Joe works with each client to build a personalized plan based on their needs and priorities.

Prior to joining Merrill Joe built a wealth management practice at Charles Schwab where he worked for eleven years. Before Schwab he worked in wholesaling and institutional sales with Bond Wave and First Trust portfolios. He has been in the business for more than eighteen years.

Joe received a B.A. in Finance and Investment Consulting from DePaul University. Joe and his family live in the North Center neighborhood of Chicago.

Luca is a Transaction Advisory Manager in Cintrin Cooperman’s Tax Group. He is responsible for the direction of the client services and has worked for an array of clients in various industries, including closely held businesses, manufacturing, distribution, financial services, technology and construction. Luca has focused his last several years on executing deals in the small-market and middle-market for a variety of buy-side and sell-side transactions. Luca possesses a diverse set of skills which allows him to effectively navigate the complexities of transaction-related services for our clients. He is expert in thoroughly conducting the due diligence necessary to identify and analyze the potential risks, legal issues and other factors impacting transactions. His years of project management experience ensures that deadlines are met and tasks are executed efficiently.