Critical Decision-Making in Liquidity Events

Roger manages the Chicago office of Alex. Brown and has over 20 years of experience working with families of significant wealth. As a Wealth Management Specialist, he focuses on the needs specific to business owners going through a liquidity event.  Strengths include presale planning, assembling your professional team, asset protection, investment management, family office services, philanthropy and building your legacy.  

Edward, president and CEO of Rose Paving, has more than 18 years of experience in sales, business development and management. Prior to joining Rose Paving, he held positions at The Edward Hines Lumber Co., including regional manager. He is responsible for setting the overall direction for Rose Paving and assisting in sales, marketing, and operational initiatives. In 2009, he accepted partnership in the company.

David “Dave” Goltermann is executive chairman of KI Industries, a manufacturing company producing decorative products and smart surface technology for the automotive, appliance and consumer product markets. He served as CEO from 1995 until his semi-retirement in 2018. He was responsible for opening operations in Mexico, Taiwan, the Netherlands and China, as well as building several new manufacturing plants in the U.S. 

Kenneth co-founded Prairie Capital Advisors with Robert Gross in 1996 after the industry veterans recognized a universally underserved need for objective financial advisory consultation for closely held businesses. Today, he continues to grow Prairie Capital Advisors’ reputation as the most widely respected firm of its kind, designing and implementing customized ownership transition strategies including private sales, management buyouts and Employee Stock Ownership Plans for businesses nationwide.