FACILITATOR
Meet the ESOP Experts demo
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Corey Rosen Ph.D. Co-Founder and Senior Staff Member NCEO |
Corey Rosen Ph.D. is the founder and an active staff member of the National Center for Employee Ownership, a private, non-profit membership, information, and research organization in Oakland, CA. The NCEO is widely considered to be the authoritative source on broad-based employee ownership plans…(read more)
CONTRIBUTORS
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Suzanne M. Hopgood Board Member of the Newport Restaurant Group; Managing Member of the Hopgood Group LLC |
Ms. Hopgood has served as chairman of the board, as CEO of both public and private companies, and is a financial expert. She currently serves on the board of the Newport Restaurant Group, which is an ESOP, and on the board of the Leaf Group (NYSE: LEAF). She serves as the governor-appointed chair of the Capital Region Development Authority, which currently oversees over $1 billion in real estate investment…(read more)
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Hillary Hughes, CFA, ASA Director, Prairie Capital Advisors |
Hillary Hughes joined Prairie Capital Advisors in 2011 and is a shareholder in the firm. She provides strategic insights to assist business owners and boards of directors in addressing their long-term ownership transaction goals. Hillary has been highly involved in the structuring and valuation of employee stock ownership plans (ESOPs) on behalf of ESOP trustees, as well as business owners. Hillary provides financial advisory…(read more)
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Danielle Montesano, Board Member National Van Lines, Managing Director Duff & Phelps |
Danielle Montesano is a managing director of a corporate finance and ESOP/ERISA advisory services practice and is based in Chicago, Illinois.
Danielle has more than twenty years of experience working with employee-owned companies and corporate acquisition and sale transactions involving structuring, valuing and financing public and…(read more)
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Miguel Paredes, MBA, CPFA President of Prudent Fiduciary Services |
Miguel Paredes is president and founder of Prudent Fiduciary Services. Mr. Paredes holds a Bachelor of Science in Business Administration from California State University, San Marcos and a Master of Business Administration from the University of Massachusetts, Amherst, Isenberg School of Management. Mr. Paredes is a certified plan fiduciary advisor and a certified internal auditor…(read more)
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Shepherd Pryor, IV Vice President of Resources, Private Directors Association (PDA) Principal, SGPiv Management Consulting |
Shep Pryor, former SVP and deputy group head of corporate banking at Wells Fargo Bank, has served on the boards of thirteen corporations and three non-profits, including financial institutions, retailers, manufacturers, and service companies…(read more)
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Steven Ryan Director Prairie Capital Advisors |
Steven Ryan joined Prairie Capital Advisors in 2018. He specializes in helping business owners transition their business via an internal (ESOP/MBO/family) or external (strategic/PE/family office) transition. He has over twenty-five years of new business and banking experience with clients throughout the country. Steve has led commercial banking teams that interact with business owners and C-level executives…(read more)
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Tracy Till Former Chair & V-Chair of the Butler/Till Board, and Nominating Committee Chair |
Heck, just sitting next to her will give you a buzz. She’s curious, demanding, and has a knack for asking some really tough, aha-invoking questions.
Tracy is the co-founder of Rochester-based agency, Butler/Till. Her marketing mind and media prowess is what clients, and agency partners alike, desired most from her partnership. She easily bridged enterprise divides by humbly seeing no “boundaries” in terms of her role and her “seat at the table.” Internally at Butler/Till, her focus was on her people, the products and processes – always striving for remarkable…(read more)
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Tracy Woolsey Senior Vice President and Employee Benefits Officer at Horizon Trust and Investment Management |
Tracy oversees Horizon Trust and Investment Management’s ESOP trustee practice group, employee benefit plan administration, retirement plan design, implementation, development, research and compliance, new business development, employee education, and retirement planning seminars. Prior to joining Horizon in 1999, Tracy was an employee benefits consultant with Crowe LLP…(read more)