The Greater New York Chapter of the Exit Planning Institute is a group of local advisors dedicated to helping business owners achieve their goals.

 
 

Chapter Purpose: The purpose of the EPI Greater New York City is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning.

 

 

 
 

Chapter News and Media

 
 

The Manhattan Owners Forum was an incredible event for owners and advisors.  Thank you to our Owners Forum Committee: Chair Lawrence Bogar, Taylor Gray, Natalie Elisha, Howard Berkower, and Mark Kravietz.

 
 

Stay in tune with the chapter accomplishments and major events!

 

Upcoming Chapter Events

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Receive email notifications of upcoming Greater New York Chapter events. Simply submit your contact information below and be added to the Chapter email list.

 


Leadership Team

Greater New York City

 

president

Mark Kravietz

CFP, CIMA, CEPA


 MK Wealth Management
Phone: 631.760.7636

Email Mark

first vice president

Scott Yoder

CEPA, CM&AA, CPA


Strategic Equity Advisors
Phone: 862.881.4735

Email Scott

 vice president

Christopher
P.H. Cheang


Post Capital Partners, LLC
Phone: 212.888.2700 x206

Email Christopher

 
 

vice president

David Broderick

 


 McCarter & English, LLP
Phone: 973.639.2031

Email David

 

vice president

Brian M. Moloney

 


Silvergrove Advisors, LLC
Phone: 212.878.8858

Email Brian