Transaction Preparedness

Renee Milyiori is a Banker and Executive Director at J.P. Morgan Private Bank in Columbus, Ohio where she specializes in wealth management and exit planning, offering tailored financial strategies to high-net-worth clients. Her over 20 years of experience in financial services and deep understanding of ESOPs (Employee Stock Ownership Plans) allow her to provide strategic advice for business owners considering succession planning.

Renee's ability to connect complex financial concepts with practical strategies makes her an invaluable resource for her clients, ensuring their financial goals are met with precision and care.She has a strong focus on working with and connecting family members and professional advisors to ensure comprehensive and cohesive financial planning.

Renee holds an MBA in Finance and Accounting from The University of Chicago Booth School of Business and a bachelor’s degree in mathematics from Miami University.  She also holds multiple certifications, including CFP® (Certified Financial Planner), CPWA® (Certified Private Wealth Advisor), and CEPA® (Certified Exit Planning Advisor), which attest to her expertise and dedication to professional excellence.

Renee was elected President of ACG Columbus in 2024 and is the co-founder of the ACG’s Women in Transactions (WiT) group.  She has also been active in the ESOP Association and isan active member of the Conway Family Business Center, demonstrating her leadership and commitment to the business community.

Ryan Brown brings a diverse background in both sales and operational leadership in addition to entrepreneurship spanning the past 25 years. With Insperity's Private Capital Markets team, Ryan's focus is on expanding relationships within Private Equity and Venture Capital firms as well as Family Offices and their portfolio companies. Prior to joining Insperity in 2009, Ryan held several sales leadership roles in the recruiting industry before launching a 10 year career as an entrepreneur and business owner.