Ronald Ambrogio

President - Ohio Region
BNY Mellon Wealth Management

Dominic J. Bagnoli, Jr.

Executive Chairman
US Acute Care Solutions

Dominic J. Bagnoli, Jr., MD, FACEP, FAAEM, serves as executive chairman of the board of directors of US Acute Care Solutions (USACS), overseeing the board, and assisting the CEO in strategic planning, business development and hospital partner relationships. Dr. Bagnoli founded Emergency Medicine Physicians (EMP) in 1992 and led the company to become one of the largest, fastest-growing, physician-owned emergency medicine organizations in the United States. Believing the best patient outcomes and the best hospital partnerships result when physicians maintain ownership of their practice, he led the creation of US Acute Care Solutions. Dr. Bagnoli currently serves on two other industry boards, including Dispatch Health and The GI Alliance.

Mike Baird

Retired CEO – Human Arc Corporation
Investor, Board Member

In 2017, Mike sold Human Arc Corporation, a healthcare services and support business built in collaboration with his partner and a hand-selected management team. This team grew the organization to over 600 employees servicing both hospital and health plan customers across 40 states and impacting the lives of over 1.5 million Americans annually.

Initially financing his third-floor attic start up with three credit cards, imagine typewriters on old used doors as desks and a window AC , he embarked on what would become a 33-year journey. Substantial investments into infrastructure and technology positioned the company for exponential growth but Mike still needed capital and next level leadership experience to be the market leader. After a failed attempt to secure Private Equity Investment, he regrouped and implemented a multi-year plan that resulted in the strategic sale of the business to Centauri Health Solutions. Centauri has grown three-fold since the sale.

Fear, Courage, Prayer, Hard Work, Perseverance, Business Savvy, Purpose, People….

John Ballun

President & CEO, Retired
Val-Matic Valve & Manufacturing Corp.

John is the retired CEO of family-owned Val-Matic Valve which recently was acquired by A.Y. McDonald Corp. He has over 25 years of executive leadership experience in manufacturing environments serving the water infrastructure marketplace. As the technical leader, he served on industry organization boards leading to the President of the Manufacturers Standardization Society. As Val-Matic's CEO, he was responsible for Board governance, compensation, and all other corporate matters including the completion of the recent acquisition.

Jeff Bechtel

President - Cleveland Region
First National Bank

Jeff is the Regional Market Executive and President – Cleveland Region with First National Bank.  In this role, Jeff lead’s FNB’s cross functional business model in the Cleveland market, with direct responsibility for regional Corporate Banking efforts and business development opportunities.Prior to joining First National Bank, Jeff spent 30 years in the financial services industry, most recently as Executive Vice President and Chief Operating Officer for First Federal Lakewood and also in various commercial banking leadership roles for large regional banks.A native of the Cleveland area, he earned his bachelor’s degree in Finance from Miami University in Oxford, Ohio. Bechtel is also actively engaged in the local community as Chairman and President of the Cuyahoga County Community Improvement Corporation and as a board member for Downtown Cleveland Alliance and Achievement Centers for Children.

Eric Beck

Chief Operating Officer
University Hospitals Health System

Eric H. Beck, DO, MPH, is the Chief Operating Officer of University Hospitals Health System. Prior to becoming COO, Dr. Beck served as President of UH Ventures - the innovation, commercialization, and venturing division of the UH system.

Dr. Beck has more than 20 years of experience as a leader in health care delivery and integrated systems of care. He brings deep expertise in health care operations, post-acute care, population health, physician practice management, clinical innovation, digital health and value-based payment. Dr. Beck has a solid track record of business innovation and success. He joined UH from the University of North Texas Health Science Center where he served as President and CEO for the UNT Health clinical enterprise, as well as Associate Professor and Chair for the Department of Emergency Medicine and Associate Professor of Public Health.

Previously he was a senior executive for Envision Healthcare, a Denver-headquartered, Fortune 500, publicly traded health care services organization. He served both as Envision Healthcare’s CEO for Integrated Delivery and President and CEO of the Evolution Health subsidiary.

Matthew Becker

National Managing Partner
BDO USA LLP

Matt has been a Partner since 2005 and has extensive experience serving the complex and strategic tax service needs of multinational organizations and high net worth individuals. Currently, Matt is the National Managing Partner of Tax, responsible for the strategy and operations of BDO’s tax practice, leading more than 3,000 professionals and serves as a member of the Executive Leadership Team.

Murad Beg

Partner
Provariant Equity Partners

Murad is a partner with Provariant Equity Partners. His responsibilities include sourcing and transacting new investments, as well as managing portfolio company oversight. Murad also provides leadership in deal sourcing to ensure consistency and quality.

David Black

Partner & Vice-Chair, Business Department
Ulmer & Berne LLP

David routinely advises clients in M&A transactions with a focus on buy-side transactions. As a partner with Ulmer & Berne LLP, David coordinates his transaction and finance background and his partners’ strengths in tax, ERISA, real estate, and other key areas with the clients’ accountants and other professionals to deliver results to his clients.

Tom Burger

Managing Partner & Co-Founder
Gridiron Capital

In addition to his management responsibilities of Gridiron Capital, Tom is a Member of the Investment Committee and focuses on new investment opportunities, due diligence, and value creation at current portfolio companies.

Tom has over 30 years of relevant experience, with over 25 years of acquiring and building middle-market companies. He spent five years in manufacturing operations, marketing, project management, cost benchmarking, strategy, and management consulting.

Prior to co-founding Gridiron Capital, he was a managing director of Butler Capital Corporation, where he acquired and built middle-market companies in the manufacturing, service, and specialty consumer markets. Previously, Tom worked as a consultant and project manager with The Boston Consulting Group out of its Chicago office. 

Joseph Carson

Managing Director
Fifth Third Securities

Joe is a Managing Director with Fifth Third Bank's Investment Banking Group. Joe co-heads the Industrial Investment Banking Group at Fifth Third and has been advising clients through the M&A and capital raising process for over 25 years. Joe works with closely held middle-market companies throughout the United States with a focus on industrial technology and services. Joe took a hiatus from investment banking to work at Caldwell Tanks, in Louisville, KY, for three years running Caldwell Tanks' Energy Division prior to joining Fifth Third in 2017.

David Cheney

CEO
Coles Gray LLC

David is an entrepreneurial C-Suite executive, private equity Managing Partner, and board member with an extensive background managing complex industrial and manufacturing companies. He has established track record of value creation utilizing a unique blend of experiences including investment banking, private equity and operational management. Known as a passionate and decisive leader who places a premium on integrity and transparency.

Tim Clepper

President & CEO
Kaulig Companies

Tim is the President and CEO of Kaulig Companies, the Single Member Family Office for Matt Kaulig and his direct family. Throughout his career, Tim has been responsible for the management of significant financial assets for both high net worth individuals and businesses. Previously Tim was a Senior Vice President and Senior Portfolio Manager in Morgan Stan­ley’s Private Wealth Management Group. He serves as a board member of Leaf Home Solutions™, Ellsworth Advisors, Kaulig Foundation, LeBron Advisory Board, I Promise School, Alex N. Sill Public Adjusters, and Akron Children’s Hospital Foundation. Tim holds a BA in Finance from Kent State University.

Marshall Dahneke

Operating Partner
Gridiron Capital

Marshall is an Operating Partner with Gridiron Capital and serves on multiple Boards. Marshall served as CEO of Performance Health from 2008 until 2017, as VP/GM of Infection Prevention Technology at STERIS Corporation, as VP, Venture Development at Hillenbrand Industries, a decade at Hill-Rom with multiple strategy, commercial and NPD roles, and started his career as a Consultant with Bain & Company. Marshall received his Bachelor of Arts and then MBA degrees from Brigham Young University.

Kevin Dehner

Shareholder
Clark Schaefer Hackett

Kevin understands the complexities of today’s business environment and helps clients develop financial strategies to optimize their business performance. His diverse background includes significant expertise in audit, tax and M&A practices. Kevin has served as a business advisor for public, private, domestic and multinational companies from a broad-based industry profile including consumer products, technology, power & utilities and industrial products. His M&A and due diligence experience includes deals ranging from $20 million to $2 billion.

Kevin is also an adjunct professor at the Lindner College of Business at the University of Cincinnati.

Rocco DiLillo

Chairman
PCX Corporation, City Visitor Inc., PorchLight Destination Services, Advanced Hydro Solutions

Rocco A. Di Lillo was winner of the Ernst & Young, NASDQ and USA Entrepreneur Of Yhe Year in 1997. As a serial entrepreneur, Rocco has operated 10 companies in his career, five he founded and five he acquired. Rocco is the 2016 honoree of the George Dively Entrepreneurship Award which is granted annually by the Harvard Business School Club of NE Ohio. Rocco is the former founder of Bridge Street Accommodations, which provides fully furnished housing for travelers in over 130 markets around the world. Rocco successfully completed an initial public offering of Bridge Street in 1997 on the NASDAQ Market. In addition, he is the former CEO of Cooperative Resource Services, the third largest relocation company in America which was sold to Allied Worldwide. Rocco is the founder and chairman of Porchlight Destination Services, the leading provider of professional rental finding services, nationally, As Chairman and majority owner of PCX Corporation, the largest manufacturer of off-site electrical and mechanical gear for the construction industry, he has reduced operating costs and builds large scale start-up construction projects for such companies as Wal-Mart, Target, Nordstrom, Microsoft, Bank of America and Walgreens Rocco is the founder and serves as Chairman of Advanced Hydro Solutions, a developer of hydroelectric facilities in the U.S

Jon Doehr

Managing Director
Cascade Partners LLC

Jon has more than 25 years of corporate finance experience as an investment banker and corporate development advisor. He has worked with both public and privately-held businesses on both sides of the table as a buy-side and sell-side advisor. Throughout his career, he has focused on helping company founders grow their businesses by raising expansion capital and advising on acquisitions and then generating liquidity via successful exits. In his current role as managing director at Cascade Partners, Jon leads deal origination and execution for the Cleveland office.

David Dunstan

Managing Director
Citizens Bank M&A Advisory

David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.

Eric Easton

Chief Financial Officer
Ampex Brands Family of Companies

Eric is CFO of AB Management Solutions. In his role, he oversees the Ampex Brands Family of Companies affiliated portfolio companies and new investments. Ampex affiliates own and operate approximately 400 quick service restaurants and convenience stores as well as a diverse investment portfolio with direct investment holdings in hospitality, insurance, real estate and media.

Todd Federman

Managing Director
North Coast Ventures

Todd is the Managing Director of North Coast Ventures. North Coast has over 300 individual investors that pool their capital to invest in high-potential, B2B, SaaS startups. North Coast includes six funds and has closed $65M+ of capital in 60 early-stage companies since 2007. Prior to joining North Coast, Todd served as a technology strategy consultant for DiamondCluster and AOL, and launched a consumer packaged goods company, One With Nature. Todd holds a bachelor’s degree in Finance from Kent State University and an MBA from the Fuqua School of Business at Duke University.

Mark Fischer

President & CEO
Robin Industries

Mark is the President & CEO of Robin Industries, a 100% Employee-Owned (ESOP) firm based in Independence, Ohio and a leading manufacturer of elastomeric products for the automotive, medical and defense industries. He currently serves on the board of directors for Robin Industries and has served on the advisory board for Fifth Third Bank – NEO.

Prior to Robin Industries, Mark was employed as an Executive at Guardian Industries, Glass Group, in Auburn Hills, Michigan with key responsibilities in organizational development and product strategy. Prior to Guardian Industries Mark served as the Executive Vice President of L&L Products, a privately held firm based in Romeo, Michigan. L&L Products manufactures polymeric sealing and structural products for the automotive industry. At L&L Products Mark led the global sales, marketing, R&D and product development efforts, establishing a sales and engineering presence in Brazil, Korea and Japan, in conjunction with a manufacturing presence in China. Before his tenure at L&L Products Mark worked for Raychem Corporation, a Fortune 500 material science company based in Menlo Park, California. He held a variety of roles including the North American Automotive Manager, based in Detroit, MI and the European Group Product Manager of the Thermofit Division, based in Swindon, England where he resided from 1989 through 1991.

Beth Haas

Partner
Cyprium Investment Partners

Beth is responsible for sourcing, evaluating and structuring investments on behalf of Cyprium, as well as on-going portfolio company management. She has diversified experience within the food and beverage, packaging, distribution, industrial and building products industries and has worked on several of the firm’s Canadian investments. Beth also serves as a member of Cyprium’s Investment Committee.

Prior to joining the firm in 2000, she served in various investment banking roles at KeyBanc Capital Markets and Carleton, McCreary, Holmes & Co.

Beth graduated cum laude from Dartmouth College with a BA in government and received her MBA from The Wharton School of the University of Pennsylvania.

Additionally, Beth serves on the board of the Cleveland chapter of the Association for Corporate Growth, where she is a member of Executive Committee and focuses on the organization’s DEI, Women in Transactions and Young ACG initiatives. She is also a member of the board of Magnificat High School, an all-girls high school and her alma mater, where she co-chairs the Strategic Planning committee. When she’s not traveling or watching her three kids play sports, you can usually find Beth running trails throughout northeastern Ohio.

Kallie Hapgood

Managing Director
Investor Relations

At Gridiron Capital, Kallie focuses on fundraising, marketing, new business development, and communicating with investors. Prior to joining Gridiron Capital, Kallie was a principal at NovaFund Advisors, working with a variety of general partners across geographies and fund types including buyout, growth and venture capital, credit and distressed debt, mezzanine, and fund of funds. Previously, she was a vice president at Knight Capital Partners, an advisory boutique for alternative managers, and worked at State Street Global Advisors. Kallie began her career at Merrill Lynch. Kallie received a B.A. in Government from Dartmouth College, where she was captain of the varsity tennis team.

J. David Heller

President, CEO & Co-Founder
The NRP Group LLC

J. David Heller is the President, CEO and Co-Founder of The NRP Group. Over the past 27 years, Mr. Heller has helped to create one of the largest multifamily development companies in the U.S., from the ground up. Since its founding in 1994, The NRP Group has delivered more than 45,000 apartment homes and currently manages 25,000 residential units across the nation.

Lance Hill

Founder & CEO
Within3

Lance joined Within3 as Chief Executive Officer in 2007. He steers the ship that fosters more active discussions to uncover meaningful insights and accelerate the delivery of new medical therapies and technologies to market. Under his leadership, the 20 largest global pharmaceutical manufacturers have come to place their trust in Within3’s communication platform and value proposition while the team continues to innovate. “When key healthcare stakeholders - caregivers, patients, scientists, physicians, and policy makers - share ideas everyone's healthcare improves,” Lance says. Within3 is committed to breaking down healthcare communication barriers and driving innovation throughout the industry. “The Within3 team is amazing. Every single person on staff is smart, motivated, collaborative and leaves their ego at the door in the interest of advancing our mission.”

Prior to joining Within3, he served as Vice President and General Manager of webMethods' worldwide Service Oriented Architecture software business. Publicly traded on the NASDAQ until its successful sale to Software AG in 2007, webMethods was a global player in the enterprise software market with total annual revenues exceeding $200 million. Other prior engagements include enterprise engineering and e-business architecture for IBM Global Services and National City Bank.

James Irwin

Managing Director, Head of Buy-Side Practice
Citizens Capital Markets

James brings unique perspectives to inorganic growth discussions having led 100+ M&A transactions ranging from $1 million to $5 billion in both corporate and advisory roles. James is a Managing Director with Citizens Capital Markets and heads the Buy-Side M&A practice. Previously, James held senior positions leading Corporate Development and Strategy for Evoqua Water Technologies, A. Schulman and Cleveland-Cliffs.

Ansir Junaid

Chairman
SupplySide Group

Junaid is Founder, CEO, and Chairman of the SupplySide Group, a privately held group of companies that represent a diverse array of industries linked through a common priority in recycling, sustainability, and/or green technology. The SupplySide Group of companies largely service the moving, parcel, and storage industries across a broad range of products and services from packaging supplies to real estate development and debt funding. The breadth and success of the SupplySide Group is illustrative of Junaid’s combined expertise in global manufacturing, supply chain, real estate, and mergers & acquisitions (M&A) deal flow.

Jayne Juvan

Chair of M&A, Securities & Capital Markets
Tucker Ellis LLP

Adam Kaufman

Advisor
JumpStart

For the past twenty years, Adam Kaufman has been serving, calling on, and marketing to many of the most successful and influential leaders in the U.S. and abroad. He has earned the trust of CEOs, investors, entrepreneurs, policy makers, and nonprofit leaders. This professional life has created a platform from which he has been able to observe the most effective leaders and what motivates these accomplished people of influence: their leadership styles, their challenges, their worries, and their motivations.

Adam has been an advisor to JumpStart’s CEO and President for five years and is a partner in Palo Alto-based Ovo Fund, a seed-stage venture fund. Adam also serves as the Carol A. Melton Executive-in-Residence at Washington, D.C.-based PathNorth. He loves helping leaders grow their companies and is a board member of South Dakota-based Biltmore Trust Company and an advisor and board member to several entrepreneurs.

Andrew Kline

Co-CEO
Chase Properties

Andrew oversees the Chase Properties’ acquisitions, dispositions and development programs. Prior to joining Chase in 2002, Andy was with Heitman Capital Management in Chicago, where he was involved in identifying and evaluating real estate acquisition and joint venture opportunities for Heitman’s institutional pension fund clients. He began his career with Security Capital Group, where he analyzed public real estate securities.

Stuart F. Kline

Chairman
Chase Properties

Stuart founded Chase Properties in 1973 with a partner who retired from the business in 2000. Stuart has devoted substantially his entire professional career to the acquisition and development of shopping centers.  Stuart is also past Chairman of the Board of Ohio Commerce Bank. He has served in leadership roles on numerous non-profit Boards, including Diversity Center of Northeast Ohio (Board Chair), Jewish Federation of Cleveland (Chair of the Finance & Investment Committee), Shaker Heights Youth Center (President), and Oakwood Club (President). He is a member of the Board of Directors of University Hospitals Cleveland Medical Center and Chairs the Board of UH Rainbow Babies and Children’s Hospital.

John Knific

Co-Founder & Managing Director
Wisr (acquired by EAB)

John is the Co-Founder and Managing Director of Wisr, a new kind of digital community for higher education. Wisr was founded to help students 'see their future self', enabling authentic peer-to-peer interactions that bolster enrollment outcomes. Wisr was acquired in March 2021 by Education Advisory Board (EAB) where Wisr is being integrated into a next generation recruitment ecosystem for universities. 

Based in Cleveland, OH, John has co-founded two Education Technology companies and lead five early stage capital raises. He is a 2009 graduate of Case Western Reserve University and continues to support student entrepreneurs as an advisor and angel investor. John and his wife have two sons; his two favorite hobbies are playing piano and cooking.

Stewart Kohl

Co-CEO
The Riverside Company

Together with Béla Szigethy, Stewart Kohl oversees all aspects of Riverside’s activities. He has more than 30 years of private equity investing experience. Prior to Riverside, he was a Vice President at Citicorp Venture Capital, the private equity arm of Citibank. In addition to his work with Riverside, he serves on the following boards of trustees: Oberlin College (Honorary), the Museum of Contemporary Art Cleveland and the Cleveland Clinic. Mr. Kohl holds a BA from Oberlin College.

Ray Leach

CEO
JumpStart

Ray is the founding CEO of JumpStart Inc. a Cleveland, Ohio-based non-profit venture development organization that has gained a national best-in-class reputation for its innovative economic development models and its ability to leverage its experience and expertise across the U.S.

Ray is considered a national thought and practice leader at the intersection of public, private and philanthropic partnerships accelerating private-sector investment capital, job creation and increasing inclusive economic outcomes in neighborhoods, cities, states and regions.

Jamie Lynch

Senior Vice President – Corporate Healthcare Banking
Huntington National Bank

Anthony Manna

Chairman
Signet LLC

John Mastrantoni

President
KMPH Real Estate LLC

Worked 38 years in sales marketing and distribution of specialty chemicals . Joined the M.F.Cachat Company in 1984 and helped build the company from 3 mil to 60 mil in 2002. I then purchased majority share in the company and became president. In 2015 we achieve 300 million of revenue and sold the business to IMCD. Currently serve on boards of Key Polymer and Tilley Chemical. Currently advise Dalfort Capital and SK Capital on chemical related opportunities. I also am on the board at John Carroll University and oversee the M.F.Cachat Foundation and the Mastrantoni Family Foundation.

Yoel Mayerfeld

Co-CEO
Chase Properties

Yoel is a Co-CEO of Chase Properties and the Kline family office where he is focused on real estate investment. Previously, Yoel was a Managing Director in the Equity Derivatives group of Commerzbank.

Yoel began his career as an Index Derivatives Trader at Bankers Trust. Yoel serves on the board of the Ohio State Teachers Retirement System and serves on their investment committee. He is a graduate of Yeshiva University’s Sy Syms School of Business with a Bachelor’s degree in Finance.

Michael Moran

Managing Partner
Walnut Ridge

Mike leads the family office for the founders and owners of GOJO - a global leader in skin health and hygiene solutions and the inventor of PURELL®. Mike serves on the board of GOJO and manages the broader investment activities of the family’s portfolio, which includes various other operating companies. Previously, Mike worked in private equity (Linsalata Capital) and investment banking (KeyBanc Capital Markets). He holds a BA from Miami University and an MBA from Kellogg.

William Murphy

Managing Director
UBS

Bill Murphy has built a practice of highly accomplished advisors and investment specialists whose knowledge, integrity and accountability is focused on providing an elite client experience. Bill has been a Forbes Best-in-State Advisor for 2018 and 2019. With direct access to the resources and strategic solutions of UBS Private Wealth Management, Bill delivers investment guidance and financial education to multigenerational families, entrepreneurs, C-suite executives and select organizations.

Rhonda Newman

Director
Foundation Wellness

Rhonda is the former CEO/President of Remington Products (now Foundation Wellness), a manufacturer and marketer of wellness products. She successfully completed a transaction with a private equity partner that resulted in wealth creation for the employee-shareholders. She is currently on Gridiron Capital’s Board of Business Executives and on the Board of Directors for Foundation Wellness and P. Graham Dunn.

John Palumbo

Chairman
ValueHealth

John is a senior healthcare executive with over 30 years of experience covering a wide range of market segments. Along with his history of launching successful small to mid-size companies and proven leadership and operating skills in large Fortune 100 companies, Mr. Palumbo offers a wealth of expertise in areas such as company transformation, strategic management, high performance culture skills, mergers and acquisitions and financial strategy and long-term budgetary oversight.

As Chairman of ValueHealth, Mr. Palumbo provides board-level oversight of company operations, including those of identified subsidiaries and consumer channel companies, and assists regional teams in growing sales and partner channels within their respective market.

Brandon Pitts

CEO
One Up

Brandon  is a former college point guard, who built a side hustle in college, turning his dorm into a place for people to play video games against each other for money. After college, he decided to build a bigger business around this concept to disrupt the on-demand esports landscape and One Up was formed. Today, One Up is a minority led esports technology company revolutionizing and democratizing how esports tournaments are organized, accessed and programmed. Their two flagship products are: its 1os platform, their proprietary esports Software as a Service, that enables anyone to create, market and monetize their own esports tournament and leagues in literally minutes; and its Play One Up app, the world’s foremost on-demand esports marketplace, that connects gamers and enables them to monetize their skills in one-on-one match ups or tournament gameplay.  One up is headquartered in Cleveland and Los Angeles.

Joe Pulizzi

Founder
The Tilt

Joe is the Amazon bestselling author of Content Inc., Killing Marketing and Epic Content Marketing, which was named a “Must-Read Business Book” by Fortune Magazine. His novel, The Will to Die, was awarded "Best Suspense Book" of 2020 by the National Indie Excellence Awards. Joe's latest version of Content Inc. will be released May, 2021.

He has founded four companies including digital content news site The Tilt as well as Content Marketing Institute. In 2014, he received the "Lifetime Achievement Award" by the Content Council. His podcast series, This Old Marketing with Robert Rose, has millions of downloads from over 150 countries. His Foundation, The Orange Effect, delivers speech therapy and technology services to children in over 35 states.

Andrew Rutherford

SVP, Middle Market Banking
Truist Bank

Andrew is a Middle Market Relationship Manger where he is responsible for both new client generation and leadership of client relationship teams targeting middle market companies in Northern Ohio. He utilizes the Bank’s full product capabilities, specialty industry expertise and One Team approach to deliver customized financial and advisory solutions. Prior to joining SunTrust now Truist in 2017, Andrew spent 10 years at PNC in Cleveland within the Dealer Finance and Corporate Banking Groups.

Jeff Schwab

Sr. VP - Private Equity Services
Oswald Companies

Matt Buder Shapiro

Chief Marketing Officer
Vytalize Health

Matt is the Chief Marketing Officer of Vytalize Health, a new kind of Medicare Accountable Care Organization powering primary care practices with bold financial incentives and smart technology. Vytalize helps over 600 providers and manages more than $1 billion in medical spending. Matt previously was the Founder and CMO of MedPilot, which Vytalize Health acquired after helping navigate over 1 million patients through their healthcare experience.

Matt is also the co-chair of OhioX's public policy committee, a political strategist and advisor for One Medical and Epocrates Founder Dr. Tom Lee, and an active angel investor.

He also sits on the advisory board for Blue Star Families, the nation's largest chapter-based military family organization, and the Catamount Innovation Fund. Prior to MedPilot, Matt led the New York media team at Bully Pulpit Interactive, a political strategy firm created by the digital marketers of Barack Obama's 2008 and 2012 campaigns.

Greg Skoda

Senior Partner
Marcum LLP

Floyd Trouten

Director of Transactions
Barnes Wendling

Floyd is a tax director in the transaction advisory service area. He has been involved in over 335 transactions, including mergers and acquisitions, recapitalizations, redemptions, leveraged buyouts, ESOPs, and other structuring formats. His industry focus includes working with manufacturers, distributors, financial service companies, high-tech and software companies, and with private equity/investment companies.

Floyd has extensive experience working with family offices and high net worth individuals and is the lead client service director in this area.

Alan M. Zang

Regional President
U.S. Bank

With over 35 years in banking, Alan has worked in and managed units in commercial banking, asset-based lending, leasing, international and consumer finance in Northeast Ohio and in other geographies. He has extensive experience in a variety of industries helping companies with innovative solutions to their financing needs. Alan has planned and managed dramatic expansion of new business that broadened geographic reach and increased deliverable product sets.