Rehan is a partner advisor at AdvicePeriod, where he advises a select group of high worth individuals and senior corporate executives, helping them to integrate their asset allocation and investment strategies with tax, estate planning, and philanthropic strategies. His experience includes more than 15 years advising clients with prominent financial services firms. Prior to joining AdvicePeriod, Rehan was a Senior Director at Bank of New York Mellon Wealth Management in Los Angeles, focusing on business succession planning, personal and business lending opportunities, and wealth transfer strategies, to help business owners successfully transition from entrepreneur to investor. He began his career in Investment Banking with J.P. Morgan before transitioning into Private Banking, giving him a unique perspective for privately-held and publicly-traded business owners and their advisors through the lifecycle of their business, both pre- and post-liquidity event.
Charity is an Audit partner in the KPMG Los Angeles office with over 16 years of experience focused on large multi-national public and private companies in the consumer markets and retail sectors. She serve as the Pacific Southwest Audit Consumer Markets and Retail Leader. Charity's background includes comprehensive experience with Internal control test work, performing technical accounting analysis, advising clients on various SEC offering filings and complex accounting matters including revenue recognition, derivatives and hedging, asset impairment, acquisition, accounting and variable interest entities.
Charity is also the LA Audit Recruiting Partner In Charge working closely with our campus recruiting team.
As the National Director of Investment Advisory, Orin leads Aspiriant’s focus on growth throughout the country. In this role, he manages various teams that execute on a strategic plan that helps define Aspiriant as one of the largest independent investment firms in America. He joined Aspiriant in 2014 as a Director, working with entrepreneurs and business owners on their personal balance sheets as part of the family office team. While serving clients is still his passion, in 2016 he was asked to write a strategic growth plan and focus his time on building the future of the firm on a national level.
Orin has over 15 years of experience in the financial services industry, serving high net worth individuals, families and foundations. Prior to joining Aspiriant, he spent nearly four years as a Vice President in the Wealth and Investment Management division of Barclays; and eight years as a senior advisor at Merrill Lynch.
Before working in financial services, Orin was an Emmy award-winning broadcast journalist, anchoring television shows and covering news and sporting events for network affiliates around the country. As a sports reporter, he covered the ’92 Olympics in Barcelona and was asked to participate as a torchbearer in the ceremonial torch relay.
Todd joined Duff & Phelps in 2000. He is a managing director in the Los Angeles office and is part of the firm's Transaction Opinion practice. He has been providing financial advisory services to public and private companies since 1990. Prior to joining Duff & Phelps, Todd was a senior vice president at Valuation Counselors. He specializes in providing fairness opinions, solvency opinions, valuations and related advisory services for public and private companies. In addition to serving clients across a wide range of industries, Todd has extensive experience in the healthcare services sector, advising clients such as Tenet HealthCare, Catholic Healthcare West, Specialty Surgical Centers and Sisters of St. Francis Healthcare System.
Todd has been involved with the Awards Committee dating back to 2011 and chaired the last 5+ Awards Dinners.
Will is the Chairman of the Mergers & Acquisitions Practice. He does M&A, all day, every day. He also co-heads the firm’s Aerospace & Defense Team and the Life Sciences Team. Will represents public company clients, PE clients, VC clients and private company clients in all industries, including A&D, life sciences, TMT, healthcare, financial services, manufacturing, food and beverage and consumer.
Willt has been consistently recognized as one of the best attorneys in the country, including:
Named one of Law360's Top Attorneys in the Nation Under 40.
The M&A Advisor named him as one of the "40 Under 40" in the West, which includes: AK, AZ, CA, CO, HI, ID, KS, ND, NE, NM, NV, OR, OK, SD, TX, UT, WA, and WY. The M&A Advisormade their selections from a pool of not just attorneys, but everyone in the M&A and turnaround space, which included private equity professionals, bankers, consultants, accountants, money managers, etc.
The Daily Journal named him one of the top 20 attorneys under 40 in California.
The Recorder named him one of the 50 Lawyers on the Fast Track in California.
The LA Business Journal named him one of the Most Influential Minority Lawyers.
Adam is a Managing Director and Los Angeles Market President for Commercial Banking. He leads the bank's Middle Market and Business Banking strategy for the Los Angeles region. Adam manages a team that provides financial products and services to publicly traded, private equity owned and closely held entities. This team of high-caliber professionals provides advisory services and seamless execution to corporate clients across all industries. Additionally, the team is able to deliver a high-level of expertise in the healthcare, technology, consumer & retail and not-for-profit arenas by bringing together Union Bank professionals with extensive experience serving the needs of senior leaders in those sectors.
Adam joined Union Bank from Bank of America Merrill Lynch where he spent 13 years covering Large Corporate and Middle Market clients across a variety of industries. Prior to that, he was a management consultant with The Alcar Group, where he oversaw engagements with a number of Fortune 500 companies.
Daria focuses her practice on corporate and commercial finance transactions, including structured finance and secured lending, as well as private and public offerings of debt and equity securities. She regularly counsels clients on securities law and corporate governance issues and general corporate matters. Daria represents underwriters and issuers in public and private auto loan and lease securitizations, as well as securitizations of online marketplace loans. She also advises clients on financing transactions under the EB-5 Immigrant Investor Program administered by the U.S. Citizenship and Immigration Service.
Tom is Senior Vice President, Head of Middle Market Banking for the Bank. He joined Banc of California in March 2018 as the Commercial Banking Market Executive for Los Angeles. Tom oversees all middle market banking efforts covering Los Angeles, Orange and San Diego counties.
Prior to joining the Bank, he was with Opus Bank, where he most recently served as Senior Managing Director, Commercial Banking for the Los Angeles region. Tom brings over 15 years of commercial banking experience, and previously worked at East West Bank, Union Bank, and City National Bank.
Arthur Cohen is the Founder and National Managing Partner of CSuite Financial Partners, a firm dedicated to providing senior financial executive talent to companies of all sizes and across all industries. Arthur’s ability to create and nurture long lasting relationships in business has provided him the opportunity to help countless companies and their leaders reach their goals. He has more than 30 years of experience in senior financial leadership roles, starting as a MBA/CPA with Deloitte, and ultimately serving as CFO for four different companies with revenues up to $500 million. Arthur was formerly the National Managing Partner and Co-Founder of Hardesty, LLC and prior to that, Managing Partner of Tatum’s Southern California practice. His personal experience sitting in c-suite roles as well as his roles in practice leadership has helped lay the foundation for CSuite Financial Partners to provide the trusted quality and reliability that he personally expected and demanded as a financial executive.
Tuan is a Director in BDO’s private equity industry group. He leads the private equity business development efforts for the firm’s Western Region with a focus on sourcing audit, tax, consulting and transaction advisory work for BDO’s PE clients and prospects. He also works closely with BDO Capital Advisors, the mid-market investment banking team, in terms of their PE focus and new deal outreach. Tuan maintains active dialogue with the key private equity groups in the middle market.
Suzie Doran has been with SingerLewak since 2008. Suzie is a partner in the Los Angeles office of SingerLewak in the Audit & Assurance practice and leads the firms niche marketing efforts for the west region. Prior to joining SingerLewak, Suzie was a Senior Manager at Grant Thornton, LLP in their transaction group and prior to that she started her career IN 1997 at PwC in the San Jose office. Suzie has worked with Public and Private companies in a variety of industries and she brings significant transactional expertise in initial public offerings, secondary offerings, corporate restructurings, and mergers and acquisitions.
Janet Krost is a Business Development Officer at Houlihan Lokey with over 20 years of experience in business development, marketing and corporate event planning. She focuses on leading business development and marketing initiatives for the Financial Advisory Practices group, and creates opportunities to build strategic alliances with finance executives of public/private companies and professional services firms.
Stephen Lee is a partner in Goodwin’s Private Equity Group as well as a member of its Technology and Emerging Companies Practice. He advises private equity professionals, strategic companies, investment bankers and intermediaries regarding public and private mergers, acquisitions and general corporate matters. Mr. Lee structures, negotiates, and documents a wide array of transactions, including carve-outs of business divisions, asset and stock acquisitions, mergers, leveraged buyouts, auction transactions and tender offers.
Mr. Lee regularly represents buyers and sellers in cross-border transactions. He also has particular expertise in the aerospace, software, technology, automotive and medical device industries, where he advises companies regarding joint venture, joint development, licensing and manufacturing arrangements.
Steve has been Managing Director of Duff & Phelps Corporation since April of 2013. He joined Duff & Phelps in 2000 and works in the LA office as a member of the Mergers & Acquisitions business responsible for the origination and execution of a broad range of Aerospace, Defense and Industrial M&A and corporate finance mandates. Steve has more than 13 years of investment banking and corporate finance experience to each engagement. During his tenure with the firm, he has worked on sell-side, buy-side and equity and debt capital raising transactions for private equity, public corporations and private company clients. He was previously in the Private Placements Group at Libra Investments, where he executed on equity and debt transactions.
Gary is a Managing Director and Founding Principal of Intrepid. He is the Co-Head of the Commercial & Consumer Technology practice. He has been involved in numerous domestic and cross-border transactions, including mergers and acquisitions, private equity capital raises and financing for companies spanning the consumer, industrials, healthcare, and business services sectors.
With more than 30 years of experience providing business advisory, accounting, and auditing services to privately held and public companies in the emerging and middle markets, Maier Rosenberg leads CohnReznick's Manufacturing and Distribution and Financial Services Industry Practices in the Firm's Southern California offices. He advises a number of companies in these industries on performance, compliance, and accounting issues. Maier is also a member of CohnReznick’s Private Equity and Venture Capital Practice where he helps clients in areas that include target identification and analysis, financial due diligence, pre/post-merger integration, and operational consulting.
Maier has extensive business consulting experience and has guided many of his clients through debt financings, acquisitions, and divestitures while also providing assistance with operational and manufacturing process improvements. He has also developed and conducted professional development courses in accounting and audit methodology.
Bill Webster is the Chief Executive Officer of the Association for Corporate Growth – Los Angeles. ACG LA is a 650 member chapter of the ACG Global community of middle market M&A dealmakers and business leaders who are focused on driving business growth. Webster is tasked with delivering thought-provoking, knowledge-based events and networking opportunities to help members stay abreast of current issues relating to corporate growth and to stay connected with their peers. Under his leadership, ACG Los Angeles was named Large Chapter of the Year, in 2014, by the ACG Global organization.
Young Presidents’ Organization
Prior to joining ACG LA, Bill served as the Executive Director of the World Presidents’ Organization (WPO). Bill was tasked with communicating the value of the recently merged organization and to help craft a common culture. As a long-time member of both the WPO and the Young Presidents’ Organization (YPO), he worked with the YPO-WPO International board, the WPO board and regional and chapter leadership to advance the mission of the organization and strengthen the value it provides to members worldwide.
