Member Directory
Our mission is to be a welcoming community of diverse professionals serving family businesses.
Title(s)
Real Estate Broker
Company Name
Windermere Real Estate/East Inc.
Business Email
Business Category
Title(s)
Manager, Tax Practice
Company Name
Baker Tilly
Business Email
Business Category
Title(s)
Senior Vice President
Company Name
Sallyport Commercial Finance
Business Email
Business Category
Title(s)
Senior Tax Manager at Baker Tilly US
Company Name
Baker Tilly US, PPL
Business Email
Business Category
Title(s)
Vice President
Company Name
Bernstein Private Wealth
Business Email
Business Category
Title(s)
Managing Partner
Company Name
OneAccord
Business Email
Business Category
Title(s)
Director
Company Name
Turning Point Strategic Advisors
Business Email
Title(s)
VP & Principal
Company Name
The Burgess Group
Business Email
Business Category
Title(s)
Associate Attorney
Company Name
Stokes Lawrence
Business Email
Business Category
Title(s)
Insurance Advisor
Company Name
Pillar International Insurance Advisors
Business Email
