Sell-Side

Andrew R. Connors is a Certified Financial Planner™ professional with 20 years of experience in the personal financial management arena. He has experience in advising family business owners how they can align their personal, family and business goals. His mission and purpose is to positively impact the long-term well-being of closely-held and family business owners by helping them create and maintain multi-generational wealth. He is known for his ability to translate complex financial strategies and concepts into understandable, actionable ideas.

Prior to receiving his MBA from the Weatherhead School of Management at Case Western Reserve University, Andrew attended John Carroll University where he earned a B.S.B.A. He earned his Certified Financial Planner^TM (CFP^®) designation from the College of Financial Planning.

John McGuire is a Partner and Co-Chair of the Corporate and Finance practice group at Calfee, Halter & Griswold LLP. John counsels clients in acquisition and divestment transactions and on general corporate matters, with a particular focus on family owned businesses – advising parents and grandparents who wish to pass their business on to the next generations.