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Regain Control of Your Business

00:56:00

Mar 24, 2021 12:26 PM

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Speakers

Matthew
Delpriore @Fortis Lux Financial
Matthew is the Director of Financial Planning at Fortis Lux Financial; a boutique wealth planning firm in NYC. He started his career back in 2005 and has grown his practice to over $400 million of assets managed and leads a team of 8 advisors. His focus is simple; to help individuals and small business owners make smart decisions about their money, based on what is most important to them.
Timothy
Stiles @KPMG Spark
Tim is a partner in KPMG’s Philadelphia office and is the Chief Operating Officer of KPMG Spark. Prior to assuming his role at Spark, Tim was Global Chair of KPMG’s International Development Assistance Services (IDAS) practice and had responsibility for the global delivery of KPMG’s services to organizations operating in the development sector. Tim has more than 30 years experience providing services to development and tax exempt organizations. His clients have included family offices, private foundations, social service organizations, institutions of higher education, hospitals, governmental entities, museums, foundations, bi- and multi-lateral organizations and other entities with local, national, and multi-national operations. Tim focuses exclusively on serving not-for-profit organizations, development agencies such as the United Nations, and particularly universities, family foundations, corporate foundations, and private foundations, and other grant-making organizations.
Aaron
Fenwick @District of Columbia Department of Insurance, Securities and Banking (DISB)
Aaron Fenwick serves DC Government as the Program Analyst for the State Small Business Credit Initiative (SSBCI). In this role, Mr. Fenwick oversees the DC BizCAP program where he assists entrepreneurs and small business owners access capital through partnerships with commercial lending institutions. Aaron has spent his career as an executive banking professional sharing his expertise to promote financial empowerment for his clients and partners alike. With over 18 years of experience in banking, client management, commercial credit, and project management; Aaron serves as a consultant to individuals and businesses, both start up sized and multi-million dollar in revenue in pursuit of their financial goals. During his tenure he has developed and implemented strategic initiates for both national and local sized organizations.