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Liquidity

Presented By: Alex. Brown / Prairie Capital Advisors

Topic to be announced.

Moderator:

Ken Serwinski
Chairman
Prairie Capital Advisors

Kenneth co-founded Prairie Capital Advisors with Robert Gross in 1996 after the industry veterans recognized a universally underserved need for objective financial advisory consultation for closely held businesses. Today, he continues to grow Prairie Capital Advisors’ reputation as the most widely respected firm of its kind, designing and implementing customized ownership transition strategies including private sales, management buyouts and Employee Stock Ownership Plans for businesses nationwide. 

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.