Eric Hollifield, Founder and Managing Partner at Hamilton Investment Counsel, leads a boutique wealth management firm focused on providing comprehensive solutions to a select group of clients including professional athletes, entrepreneurs, families, foundations and endowments across the United Sates.
Connect with Eric on LinkedIn.
Linda Willis, CEO/President of CMA Consulting, is a three-decade veteran of the financial services industry, having served in leadership positions in some of the preeminent wealth management firms in the world.
She founded CMA consulting to provide M&A matching, advice and guidance to RIA buyers and sellers.
Connect with Linda on LinkedIn.
Jim Grien, President & CEO of TM Capital Corp, has spent over 30 years in investment banking. He has been with TM Capital since 2001 and President & CEO since 2008.
Jim leads a team of investment banking professionals that provide corporate finance advisory services to middle market businesses in critical industries across the United States.
Connect with Jim on LinkedIn.
Gordon Morse is the Founder of Morse Corporate Advisors. Over his thirty plus years career in the financial services industry, he’s run critical businesses for several of the world’s oldest and most prestigious investment firms, generating significant revenue and profitability.
As you might imagine, along this career path he has experienced every type of economic cycle, and weathered numerous crises and dealt with other significant challenges, all vital to the sustainability and growth of the enterprises he was leading.
The serious thought, attention, and action these situations required led to the development of strong leadership acumen and a unique skill set that he now brings to his clients through Morse Corporate Advisors.
Connect with Gordon on LinkedIn.