Managing Director
Acuity Advisors
Santa Ana, CA
Co-leads Acuity’s valuation and transaction advisory practice.
ESOP valuation, transaction advisory, fairness opinions, new ESOP formation / structuring, and sell-side representation in the sale of ESOP-owned companies.
All industries, emphasis towards construction & engineering, manufacturing & fabrication, distribution, equipment rental, transportation & logistics, business services.
Holds Chartered Financial Analyst (CFA) designation, Series 63 & 79 securities licenses, member of TEA’s Finance Advisory Committee.
Disclosure information not submitted.
Tuesday, April 7, 2026
4:15 PM - 5:15 PM CDT