Northeast Ohio Chapter

Cleveland Ohio

Our primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

An AM&AA chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other alliance opportunities.

Northeast Ohio Founding Chapter Committee

Jay Freund, Co-Chair
Partner, Canal Holdings LLC
Phone Number: --
Steven Ross, Co-Chair
President, Squire Ridge Company
Phone Number: --
Ron Ambrogio
President - Ohio Region, BNY Mellon Wealth Management
Phone Number: --
Tricia Balser
The Private Bank and Trust Co.
Phone Number: --
Lloyd Bell, CM&AA
Director, Meaden & Moore Ltd.
Phone Number: --
Marc Fleagle, CM&AA
Vice President, Melcap Partners LLC
Phone Number: --
Jeff Kadlic
Co-Founder & Managing Partner, Evolution Capital Partners, LLC
Phone Number: --
Michael F. Marhofer
Partner, Benesch Friedlander Coplan & Arnoff LLP
Phone Number: --
Jeffery Phillips
Vice President, Oswald Companies
Phone Number: --
Justin Thomas
Partner, Cohen & Company
Phone Number: --
Mike Trabert, CM&AA
Partner, Skoda, Minotti & Co.
Phone Number: --

Calendar of Events - Northeast Ohio Chapter

Sep
24
Mon
2018
CM&AA Training & Certification @ DePaul University (Loop Campus)
Sep 24 – Sep 28 all-day
CM&AA Training & Certification @ DePaul University (Loop Campus) | Chicago | Illinois | United States

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more about the CM&AA credentialing program and apply for admission: https://www.amaaonline.com/cmaa.

Oct
22
Mon
2018
CM&AA Training & Certification @ Pepperdine University
Oct 22 – Oct 26 all-day
CM&AA Training & Certification @ Pepperdine University | Malibu | California | United States

Obtain the most advanced credential illustrating the highest recognized standards of professional excellence for middle market corporate finance, advisory, and transaction service professionals in a collaborative, peer-driven learning environment.

Click here to learn more about the CM&AA credentialing program and apply for admission: https://www.amaaonline.com/cmaa.

Learn More!
Your message was successfully sent!



1 + 5 =