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Registered Investment Advisors (RIAs) in Employee Ownership

SEC or state-registered investment advisors providing fiduciary financial guidance for employee-owners managing diversification, business owners planning post-transition wealth, and plan committees overseeing investments in ESOP, EOT, and cooperative structures.

Join The Grid

SL

Scott Leach

BDO USA
Director
Austin, TX, USA
# Succession Planning# Transaction Complexity# Due Diligence# ESOP+3 more

AK

Ann Kim

Morgan Stanley
VP/ Financial Advisor with the ESOP Group
Chicago, IL, USA
# 1042 rollover# Trustee# Post Transaction# QRP+2 more

CC

Charles Coyne

Empire Valuation Consultants
Managing Director
New York, NY, USA
# Due Diligence# ESOP# Business Valuation# EO Financing+2 more

DR

Daniel Reser

Fiduciary Services
President
San Rafael, CA, USA
# EO Fiduciary# ERISA# Due Diligence# ESOP+3 more

JR

James R Socha

Satellite Services
CFO
Marquette, MI, USA
# Ownership Culture# Transaction Complexity# EO Taxation# ESOP+2 more

WB

William (Bill) Obrien

Morgan Stanley
Corporate Client Group Director
Chicago, IL, USA
# Succession Planning# 1042 rollover# Trustee# Post Transaction+3 more

HC

Harry Cendrowski

Cendrowski Corporate Advisors
Founding Member and Managing Director
Bloomfield Hills, MI, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

JM

Jim Massey

Morgan Stanley
Senior Vice President, Financial Advisor
Dallas, TX, USA
# 1042 rollover# Trustee# Post Transaction# QRP+5 more

JE

John E. Johnson

John E Johnson
Business Appraiser and Valuation Expert
Incline Village, NV, USA
# EO Litigation# Due Diligence# ESOP# Feasibility Study+1 more
Michael Kramer's profile picture

Michael Kramer

Natural Investments
Trust Steward, Manager, and Director of Research, Natural Investments; Co-Author, The Resilient Investor
San Francisco, CA, USA
# Perpetual Purpose Trust# Impact Investing# Alternative Ownership Enterprise

SB

Samuel Brownell

Stratus Business Advisors
Founder & CEO
Washington, DC, USA
# EO Advisor# Business Valuation# M&A

SD

Sheri Darby

Walker Mechanical Contractors
CFO
Louisville, KY, USA
# Ownership Culture# ESOP# EO Accounting# Board of Directors

AP

Aaron Pryor

Acclaro Valuation Advisors
Managing Director
Omaha, NE, USA
# ESOP# Business Valuation# Feasibility Study

CD

Charlie Daugherty

Precision Pulley & Idler
Vice President of Finance/Chief Financial Officer
Pella, IA, USA
# ESOP# EO Accounting# Board of Directors

WE

William Evans

Coastal Foods
Financial Manager
Hughesville, MD, USA
# ESOP# EO Accounting# Board of Directors

AC

Allison Curtis

ICA Group
Director of Business Consulting and Conversions
Northampton, MA, USA
# EO Advisor

KH

K.C. Hill

Bresnan
—
Helena, MT, USA
# ESOP# EO Accounting# Board of Directors

KR

Kristopher Ring

Goodwin Proctor LLP
Debt Finance Equity Partner
Los Angeles, CA, USA
# EO Advisor

SS

Steven Suckow, Esq.

BMO Harris Bank
General Counsel, Governance, Government Relations | Director BMO Harris Corporate Advisory
Minneapolis, MN, USA
# EO Advisor

SN

Sulayman Nyang Jr.

Edward Jones
Financial Advisor
Charlotte, NC, USA
# EO Financing

AL

Andrea Longton

The Social Justice Investor
CFA, Author
Arlington, VA, USA
# EO Advisor

DR

Debbie Rausch

USDA Rural Development
Business Loan and Grant Analyst
Columbus, OH, USA
# EO Advisor

EP

Ebony Perkins

UnitedHealthcare
Director of Impact Investments | Senior Advisor
—
# Impact Investing# Philanthropy# ESG

MF

Mark Fick

Shared Capital Cooperative
Senior Loan Officer
Minneapolis, MN, USA
# EO Advisor

SM

Shanda McFadden, CEPA

Merrill Lynch Wealth Management
Financial Advisor, Assistant Vice President
Chicago, IL, USA
# Investment Bank

SC

Shawn Cain

University of Wisconsin-Milwaukee
Finance Specialist II
Boston, MA, USA
# EO Advisor

AG

Aurora Griffin

Torana Group
Investment associate
—
# EO Advisor

LN

Louise Nankiinga

Brown Advisory
—
Baltimore, MD, USA
# EO Advisor

MI

Marisa I. Urteaga-Watkins

Department of Financial Protection and Innovation
—
Sacramento, CA, USA
# EO Advisor

RK

Ruth Kassel

Reynders McVeigh Capital Management
Director of Operations, Community Investment Trust
Albany, NY, USA
# EO Advisor

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