Talk to an Expert
Want to speak to a current ESOP CEO about their experience?
Let us put you in touch with one of our volunteer companies. They are more than happy to share their stories and insight.
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!
- SES ESOP Strategies, Bala Cynwyd, PA (James Steiker, jsteiker@sesadvisors.com)
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
- Prairie Capital Advisors, Philadelphia, PA (Ken Serwinski, kserwinski@prairiecap.com)
- The Capital ESOP Group (UBS), Washington, DC, (Keith Apton, keith.apton@ubs.com)
- Trout CPA, Lancaster, PA (Nicole Cradic, ncradic@troutcpa.com)
- Business Transition Advisors, a Capstone Headwaters company, Cranberry Twp, PA (Daniel Zugell, dzugell@capstoneheadwaters.com)
- Steiker, Greenapple & Fusco, Bala Cynwyd, PA (James Steiker, jsteiker@esoplegal.com)
- Stevens & Lee, Reading, PA (Edward Renenger, ecr@stevenslee.com)
- Barley Snyder, Harrisburg, PA (Drake Nicholas, dnicholas@barley.com)
- Fox Rothschild, Philadelphia, PA (Harvey Katz, hkatz@foxrothschild.com)
- Griffin Financial Group, Reading, PA (Mark B. Russell, mbr@griffinfingroup.com)
- Business Transition Advisors, a Capstone Headwaters company, Cranberry Twp, PA (Daniel Zugell, dzugell@capstoneheadwaters.com)
- Prairie Capital Advisors, Philadelphia, PA (Ken Serwinski, kserwinski@prairiecap.com)
- PNC Financial Services, Philadelphia, PA (Ginny Saloom, ginny.saloom@pnc.com)
- M&T Bank, Philadelphia, PA (Michael Post, mpost@mtb.com)
- Wells Fargo, Philadelphia, PA (Kim Abello, kim.abello@wellsfargo.com)
- Univest Banking & Trust Co., Souderton, PA (John Duerksen, duerksenj@univest.net
- Citizens Bank, Harrisburg, PA (Jon Pogue, jon.pogue@citizensbank.com)
- TriState Capital, Pittsburgh, PA (Mike Colella, mcolella@tscbank.com)
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
Trout CPA, Lancaster, PA (Nicole Cradic, ncradic@troutcpa.com)
- Conrad Siegel, Harrisburg, PA (Janel Leymeister, janelleymeister@conradsiegel.com)
- Principal Financial Group, Wayne, PA (Joseph Marx, marx.joseph@principal.com)
- ESOP Economics, Philadelphia, PA (Judith Kornfeld, judy@esopeconomics.com)
- Value Management, Jamison, PA (Edward Wilusz, eaw@valuemanagementinc.com)
- Kreischer Miller, Horsham, PA (Mario O. Vicari, mvicari@kmco.com)
- Prairie Capital Advisors, Philadelphia, PA (Ken Serwinski, kserwinski@prairiecap.com)
- Trout CPA, Lancaster, PA (Nicole Cradic, ncradic@troutcpa.com)
- PNC Financial Services, Philadelphia, PA (Ginny Saloom, ginny.saloom@pnc.com)
- Merrill Lynch, Wayne, PA (Jeffrey H. Harvey, jeffrey_harvey@ml.com)
- Wells Fargo, Philadelphia, PA (Kim Abello, kim.abello@wellsfargo.com)
Alpha Architect, Broomall, PA (Doug Pugliese, doug@alphaarchitect.com)
- Murray Securus, Lancaster, PA (Jeffrey S. Gelburd, jgelburd@murrayins.com)
- Capital Trustees, Harrisburg, PA (Rich Heeter, rich@captrustees.com)
- Praxis Consulting Group, Philadelphia, PA (Linshuang Lu, linshuang@praxiscg.com)
- Interaction Dynamics Group, Hollidaysburg, PA (Kevin Sensenig, kevin.sensenig@interactiondynamicsgroup.com)