The Long Island 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 Long Island Chapter 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.


Upcoming 2018 Eventsdivider

Upcoming 2018 Eventsdivider

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

Chapter Leadership Teamdivider


Daniel C. Shaughnessy


 BNY Mellon Wealth Management
Phone: 917.574.3940

Email Dan

vice president

Patricia Galteri


Meyer Suozzi
Phone: 516.741.6565

Email Patricia

 vice president

Manuel London


Stony Brook University
Phone: 631.632.7159

Email Manuel

 vice president

Ellis Ende


Raich Ende Malter & Co. LLP
Phone: 516.228.9000 x 3206

Email Ellis

vice president

Rick Chiorando


 Austin & Williams
Phone: 631.231.6600 x 180

Email Rick

vice president

Gregg Schor


Protegrity M&A Advisors
Phone: 631.619.6745

Email Gregg

 vice president

Joe Milizio


Vishnick McGovern Milizio LLP
Phone: 516.437.4385 x 108

Email Joe

 vice president

Paul Strohmenger


Nettle Bay Partners
Phone: 516.761.5277

Email Paul

vice president

Jeff Mizrahi


MFG Partners LLC
Phone: 212.317.3340

Email Jeff

 vice president

John C. Tsunis


Gold Coast Bank
Phone:  631.233.8600

Email John

 vice president

Gary Ranftle


MassMutual Long Island Metro
Phone:  516.682.3372

Email Gary