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Session 4

All in the Family

Presented By: Wintrust Commercial Banking

Family-owned businesses, family offices, family-led private equity firms, and family trusts all share unique dynamics that most other businesses do not. But if you’ve seen one family-owned enterprise you’ve seen, well, one family-owned enterprise. Join a panel of c-suite executives, investors, and an advisor as they share how their respective organizations operate and what you should consider as you think about the present and future of your own family-owned or operated organization.


Dan Brenton
Senior Vice President
Wintrust Commercial Banking

Dan Brenton has over 15 years of commercial banking experience, with a focus spent working with commercial companies with annual revenues in excess of $10 Million, focusing on manufacturing and distribution companies.  Dan’s role is to “quarterback” the relationship by serving as the primary contact for bank customers.  Dan is a bank client’s main contact on credit needs and will bring in appropriate specialists for different aspects of the overall banking relationship.  Dan originally joined Town Bank in June 2009 and is primarily responsible for new business development and relationship management throughout Wisconsin. 

Dan is actively involved in the Milwaukee community by serving on the boards of Curative Care and Hope House.

Dan holds a Master of Business Administration and a Bachelor of Business Administration in Finance both from the University of Wisconsin-Whitewater.



Dan Counsell
Founder & Managing Partner
Copper Truss Capital Partners



Luis de Leon
President & COO
Bradley Corp.

As President/COO, de Leon drives operational excellence, innovation, and sales growth for Bradley Corp., a global manufacturer of plumbing fixtures, restroom accessories and emergency equipment for 100 years.

Prior to joining the company, de Leon honed his executive experience with companies such as Gardner Denver, Caterpillar, Bucyrus International and a number of technology start-up businesses.

Alex Panosian
Managing Partner
CW Growth Partners

Alex is the Managing Partner of CW Growth Partners – a family office located in Brookfield, WI. Prior to CWGP, during his Army service, Alex led paratroopers in Afghanistan and throughout Europe. Later, he managed teams at McKinsey. He has an MBA from the University of Chicago – Booth and a B.S. from the United States Military Academy.

Conference Location

758 N Broadway
Milwaukee, WI 53202
Tel: (414) 273-5080