David Grinberg
David brings extensive expertise in quantitative risk management and alternative investments to Green Mountain Advisers. As the former lead quantitative risk manager at a proprietary trading group, he oversaw $3 billion in annual transactions and successfully navigated four black swan events, including the COVID-19 market crash. Now leading Green Mountain Advisers’ alternative investments and consulting divisions, David applies his deep analytical skills to drive strategic growth.…
Jim Houlihan
MBA
A strong international business executive with hands-on strategy, marketing, sales, operations, and accounting experience.
Experience growing and managing companies while holding the titles of CEO, COO, and CFO.
Edward B. Lasak
CPA, MA
Edward is a strategic-focused CFO/COO/GM/CPA who is accomplished at optimizing cash flows & balance sheets with value-added strategies to create wealth.
Leveraging his diverse financial, valuation, & business experience, Ed is recognized by his peers for his ability to chart-the-course of what is possible by combining a strategic vision with forecasts and performance milestones. Ed’s approach incorporates sophisticated valuation models that optimize shareholder value.
Holly A. Magister
CPA
Holly started exitpromise.com in 2010 to give business owners a reliable place to get answers—and she’s personally tackled more than 2,000 of their questions.
As a former Forbes.com Contributor, she’s written dozens of articles on business transitions, and she continues to help business owners navigate the tricky process of choosing the right M&A advisors and offers Fractional CFO services to a handful of clients in the lower-middle market.…