Talk to an Expert
The Pennsylvania Center is proud to include the following companies in our volunteer network. Each of these firms has demonstrated the highest level of expertise in the Employee Ownership industry. For more information on any of the following topics, feel free to reach out to one of these experts!
Feasibilty & ESOP Structuring
- Griffin Financial Group, Reading, PA (Mark B. Russell, mbr@griffinfingroup.com)
- SES Advisors, Bala Cynwyd, PA (James Steiker, jsteiker@sesadvisors.com)
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
- Prairie Capital Advisors, Philadelphia, PA (Andrew O’Neill, aoneill@prairiecap.com)
- Business Transition Advisors, Cranberry Twp, PA (Daniel Zugell, dzugell@bta.us.com)
ESOP/ERISA Legal Counsel
- Steiker, Greenapple & Fusco, Bala Cynwyd, PA (James Steiker, jsteiker@esoplegal.com)
- Stevens & Lee, Reading, PA (Edward Renenger, ecr@stevenslee.com)
- Rhoads & Sinon, Harrisburg, PA (Drake Nicholas, dnicholas@rhoads-sinon.com)
- Fox Rothschild, Philadelphia, PA (Harvey Katz, hkatz@foxrothschild.com)
Raising Capital
- Griffin Financial Group, Reading, PA (Mark B. Russell, mbr@griffinfingroup.com)
- Business Transition Advisors, Cranberry Twp, PA (Daniel Zugell, dzugell@bta.us.com)
- Prairie Capital Advisors, Philadelphia, PA (Andrew O’Neill, aoneill@prairiecap.com)
Banks
- PNC Financial Services, Philadelphia, PA (Ginny Saloom, ginny.saloom@pnc.com)
- JP Morgan Chase, Philadelphia, PA (Eric Zaiman, eric.s.zaiman@jpmorgan.com)
- M&T Bank, Philadelphia, PA (Michael Post, mpost@mbt.com)
- Wells Fargo, Philadelphia, PA (Kim Abello, kim.abello@wellsfargo.com)
- Univest, Philadelphia, PA (John Duerksen, duerksenj@univest.net)
Accounting
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
Third Party Admin, Record Keeping
- Conrad Siegel, Harrisburg, PA (Janel Leymeister, janelleymeister@conradsiegel.com)
- SES Advisors, Bala Cynwyd, PA (James Steiker, jsteiker@sesadvisors.com)
Independent Appraiser for Trustee
- Value Management, Jamison, PA (Edward Wilusz, eaw@valuemanagementinc.com)
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
- Prairie Capital Advisors, Philadelphia, PA (Andrew O’Neill, aoneill@prairiecap.com)
ESOP Wealth Management
- PNC Financial Services, Philadelphia, PA (Ginny Saloom, ginny.saloom@pnc.com)
- JP Morgan Chase, Philadelphia, PA (Eric Zaiman, eric.s.zaiman@jpmorgan.com)
- Merrill Lynch, Wayne, PA (Jeffrey H. Harvey, jeffrey_harvey@ml.com)
- Wells Fargo, Philadelphia, PA (Kim Abello, kim.abello@wellsfargo.com)
Insurance
- Murray Securus, Lancaster, PA (Jeffrey S. Gelburd, jgelburd@murrayins.com)
Trustees
- Capital Trustees, Harrisburg, PA (Rich Heeter, rich@captrustees.com), (Bret Keisling, bret@captrustees.com)
Leadership, Development, and Succession Planning; Culture and Communications Services
- Praxis Consulting Group, Philadelphia, PA (Linshuang Lu, linshuang@praxiscg.com)
- Interaction Dynamics Group, Hollidaysburg, PA (Kevin Sensenig, kevin.sensenig@interactiondynamicsgroup.com)