Member Directory

 

Joseph Cangelosi / Provident Bank
Website: provident.bank

Joseph Cangelosi is a Vice President, Commercial Loan Officer/Relationship Manager at Provident Bank. He works with prospects and clients in obtaining commercial loans from Provident Bank. These commercial loan products include commercial mortgages, working capital lines of credit and equipment financing. He received his undergraduate degree from the University of Rhode Island and graduated Cum Laude in 2000 as a Finance Major. After starting his career with Commerce Bank in 2000, he relocated to Westchester, New York for the company and worked for Commerce Bank for a total of over six years. Joseph decided it was time to move back to New Jersey and started with Provident Bank in 2006. He resides in Tinton Falls, NJ with his wife Ann Marie, and their two daughters, Madelyn and Kristen. He can be reached at joseph.cangelosi@provident.bank or 732-726- 5449.

 

Jack Cox / NorthBridge Business Advisors
Website:  northbridgebusiness.com
NorthBridge Business Advisors is a professional business brokerage and franchise consulting firm committed to the promotion and sale of small and middle market businesses. We connect sellers with qualified buyers and work with both parties and their advisors to manage the process to the successful sale of an existing business.

For those who are looking for an opportunity to start a business, NorthBridge is a Registered Franchise ConsultantTM with Business Alliance, Inc.  Through this network and affiliation, we introduce qualified candidates to over 400 franchise partners in a variety of different industries.

As President and Founder of the firm, Jack Cox, brings over 35 years of business and management experience that is critical to assisting others in the business ownership and transfer process. Jack has served in senior finance and operation roles in multiple industries, including large consumer electronics distributors, real estate, insurance and franchise companies as well as a medical device start up. He began his career with PricewaterhouseCoopers and worked in both the United States and Australia.  Jack is a Certified Public Accountant, holds a Masters in Business Administration, post graduate Certificate in Finance, is a Certified Business Broker, an Accredited Business Intermediary and a licensed realtor. Jack is also connected to the communities he serves and is a member of the Finance Council for the Diocese of Paterson, the Board of Adjustment for the Borough of Morris Plains, NJ and is a Trustee for Employment Horizons.

During his career, he has been involved with both large and small organizations.  He has seen situations where business owners attempted to personally handle the sale of the business.  The business owner might have prudently engaged legal counsel and accountant for assistance, but no one represented the owner in terms of managing the process, including the important question of “what is the price and why”?  Therefore, the result is typically disappointing for the owner.  This approach by many small business owners prompted Jack to pursue starting his own firm.

In addition to managing the process for the seller and finding qualified buyers, he recognizes that many first time business owners might not want an existing business, but might be a perfect fit for a franchise opportunity.  Jack is a Registered Franchise ConsultantTM to fulfill the needs of that segment of the business buyer population by providing access to over 400 franchise opportunities.

We are members of the International Business Brokers Association, the American Business Brokers Association and the Morris County Chamber of Commerce and maintain our corporate office in Morristown, NJ.

 

Joseph Gaj / AEPG Wealth Strategies
Website: aepg.com
Joe is the Vice President of Insurance at AEPG Wealth Strategies and takes great pride in providing expert advice to individuals regarding their life, disability income and long term care insurances.  Joe provides comprehensive planning to a wide variety of clients including, medical professionals, corporate executives and private business owners.  In this complex and fast-changing financial landscape, Joe believes in providing ongoing education to his clients, keeping them well-informed and prepared for life’s sudden changes.

Where insurance planning is a sprint, wealth accumulation and retirement planning is a marathon that takes both discipline and endurance.  Joe believes a successful financial plan is built on a strong foundation of protection through life, disability and long-term care insurance planning.  From start-ups to growth and maturity, and eventually the business sale, Joe enjoys helping privately held businesses in all the stages.  His advice includes properly drafted and funded buy-sell agreements, key employee retention, pension planning to reduce income taxes and business succession planning.

Joe earned his Bachelors of Science in Economics from the University of Pennsylvania’s prestigious Wharton School of Business.  He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.  He enjoys providing seminars to business owners and has conducted continuing education seminars for CPAs and other professionals.  Joe enjoys golf, football, reading and outdoor activities with his wife and three children. Joe can be reached at (908) 821-9774 or jgaj@aepg.com.

 

Eliot Goldstein / Goldstein Law Firm, LLC
Website: egoldsteinlawfirm.com
Goldstein Law Firm, LLC, located at 92 East Main Street, Suite 408, Somerville, New Jersey, is dedicated to assisting individuals, families, and businesses in the areas of Estate Planning, Business Planning, Estate Administration (Probate), Estate Litigation, Commercial Litigation, Guardianships, Commercial Real Estate and Residential Real Estate.  Eliot Goldstein can be reached at (908) 450-7250 or egoldstein@egoldsteinlawfirm.com.

Goldstein Law Firm, LLC is conveniently located in downtown Somerville one block from the Somerset County Courthouse and easily accessible from Somerset, Hunterdon, Middlesex, Union and Morris Counties via Routes 22, 28, 78 and 287. The office is serviced by an adjacent parking deck with plenty of free parking and a covered walk way making access to the building easy no matter the weather. The building is handicapped accessible.

 

Ray Hawkins / AEPG Wealth Strategies
Website: aepg.com
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Advisor in Philanthropy (CAP®), I help my clients make smart decisions with their money regarding saving, investing, retirement and charitable/philanthropic planning. My passion is in the philanthropic space. As an independent philanthropic advisor, I can help you clarify your giving, in the light of your goals. My hope is to help you get greater impact with your giving, more joy from it, and, if you wish, engage your family in that giving process. I work with your other advisors, if you wish, to situate the gift in your overall financial or estate plan. I do not sell products. I have been in the financial services business for over 32 years. I spent 28 years as a Managing Director at a major Wall Street firm. I have been a trustee of the non-profit organization for seven years and currently serving as the Treasurer for the past four years. As a donor, advisor and trustee, I am intimately involved in all three sides of philanthropy. I bring this experience along with my CFP® certification, and a team of experiences professionals that I work with to help you make smart decisions with your money to meet your goals.

 

Christian Jensen / OlenderFeldman LLP
Website: olenderfeldman.com
Christian is an experienced problem solver and complex business attorney at OlenderFeldman LLP, a full-service, business-focused law firm located in Summit, New Jersey and New York, New York. The firm specializes in providing creative and cost effective solutions to companies and their owners/executives and synergizing legal solutions with practical business advice at every stage of the business life cycle. As a partner in the firm, Christian focus on all types of civil litigation, employment and corporate advisory services. As the firm serves as outside general counsel to its clients, it also has attorneys who are very experienced in handling M&A transactions from initial stages through due diligence and closing. As a general matter, we focus on providing high-level business, financial, technology, privacy/HIPAA/GDPR compliance, data breach, employment, real estate, intellectual property, construction and litigation services to clients throughout the nation. Christian earned a Bachelor of Arts in Economics from the Johns Hopkins University and a Juris Doctor, cum laude, from the Seton Hall University School of Law. Prior to joining OlenderFeldman LLP, Christian was associated with one of New Jersey’s largest and most respected law firms. Christian can be reached at (908)964-2446 or cjensen@olenderfeldman.com.

 

Kevin Lauerman / DeTommaso Law Group, LLC
Website: detommasolawgroup.com
Kevin is an experienced attorney with the DeTommaso Law Group, LLC, a boutique firm specializing in family and matrimonial matters based out of Warren, New Jersey. The firm places emphasis on tailoring its strategic approach to the facts and circumstances unique to each matter, whether presented within the sphere of divorce or within the context of a separate family-related issue. Attentive, thorough, and personable, Kevin’s individual approach serves as no exception to the rule. Given the intimate nature of the issues with which he is faced, Kevin emphasizes the importance of a free-flowing and comfortable attorney-client dialogue, which ensures that clients remain at ease under circumstances that can be quite stressful. This, in turn, permits him to advocate, advance, and safeguard client interests with transparency and clarity, all while navigating the matter toward resolution and/or conclusion. Prior to his joining the firm, Kevin served as a judicial law clerk for the Honorable Robert G. Wilson, J.S.C., in the counties of Somerset and Hunterdon.

 

Gilbert Lai

 

Jack Levitt

 

Steven Lauterback / Lauterback Consulting
Website: Lauterback.com
Steve Lauterback provides business owner clients and their staffs with guidance in growth, turnaround and start-up initiatives. Achievement of your objectives is through the development or improvement of operational methods, customer finding systems and internal culture realignment. Clustering together a unique mix of entrepreneurial and corporate experience justified the founding of Lauterback Consulting in 1999. References site a profound effect on profits, customer satisfaction, easing interpersonal challenges and reducing owner fatigue. Lauterback Consulting has built hundreds of business processes and led over 120 smaller companies (many just like yours) in tackling management dysfunction, reengineering their operations, and attaining or returning to a sustainable course.

 

 


James McCarthy

 

 

John McDonald / Weichert Commercial Brokerage, Inc.
Website:  www.facebook.com/JohnMcDonaldRealtor

Over 20 years of working in the greater Somerset Hills area of New Jersey. I specialize in representing both sellers and buyers with their Real Estate needs.

My pledge to clients is to do everything I can to sell or find a home quickly, at the best possible price.

My team works with sellers in preparing a comparative market analysis and marketing plan focused in obtaining the highest price possible in the shortest amount of time.

When representing buyers, we understand our client’s objectives and deliver opportunities based on our comprehensive knowledge of the market. 

John can be reached at 908-303-7600 and/or JMcDonald@Weichert.com.

 

Matt Scalaro / CapConnect Funding Group
Website:  capconnectfunding.com
In 2013, when Matt Scalaro had the opportunity to go out on a limb and start CCFG with his brother-in-law, he decided his goal was to provide alternative solutions for vulnerable companies whose only option seemed to be equity dilution. Given his numerous years of investment experience, Matt knows a thing-or-two about the difficulties startups often face. He was surprised by how many companies were rarely educated about alternative options for capital growth – and so, he decided to offer companies such guidance.

For Matt, it was important that he use CCFG as a platform to assist companies with their growth trajectories by maintaining their equity and finding different ways to raise funds utilizing the assets they currently possess. In determining which companies are perfect targets for CCFG, Matt says, “I look for quality management, technological advancement and a mutual desire for longstanding relationships with my clients.”

CCFG is not Matt’s first rodeo, as he brings with him years of financial experience. Before CCFG, Matt established a successful European/North American structure credit division at ICAP. For over 25 years, his excitement for micro and macroeconomics allowed him to excel in the credit, FX and equity derivative markets. Matt’s work enabled him to live throughout Europe and Asia, and these financial epicenters gave him the tools to assess many situations through an international perspective. However, through all of his successes, Matt believes that his greatest strength was his ability to foster lifelong relationships with his clients. In his free time, Matt is an avid runner, marathon-enthusiast and devoted family man.

 

Frank P. Turner/ Interpeak Consulting, LLC
Website:  www.InterpeakConsulting.Com
Frank P. Turner is the founder and managing partner of Interpeak Consulting, LLC.  Interpeak Consulting was founded to offer his unique perspective and Wall Street insight to small and medium size firms, their boards, or other company stakeholders in need of practical and non-conflicted advice on loan renegotiations and restructurings.

During his thirty-year career in commercial and investment banking, Frank has been involved in a variety of corporate debt restructurings totaling more than $12 billion.   His turnaround transactional experience encompasses both in and out-of-court restructurings, leading DIP and exit financings, arranging equity rights offerings, negotiating debt-to-equity exchanges, and mergers & acquisitions.

Frank’s experience also includes the role of a debtor in one of the largest bankruptcies in United States history:  Lehman Brothers.  He was responsible for the management and ultimate liquidation of the Lehman Brothers’ $40 billion corporate loan portfolio.

Frank has an MBA, with a finance concentration, from Purdue University.  He is a member of the Association of Insolvency and Restructuring Advisors, the American Institute of Bankruptcy, and the Turnaround Management Association, where he earned their highly respected Certified Turnaround Professional designation.

 

Dan Vigilante
Website: dvpcpanj.com
After graduating Summa Cum Laude from Fairfield University, Dan Vigilante was a Staff Auditor for PricewaterhouseCoopers and a Tax Supervisor for RD Hunter & Company before opening his own firm, Daniel P. Vigilante, CPAs and Profitability Consultants, in 1991.  Dan is a Certified Financial Planner (CFP) and a Certified Tax Coach (CTC).

Daniel P. Vigilante, CPAs and Profitability Consultants serves a wide range of individuals, corporations, partnerships, and are experts in the accounting issues and tax laws that impact our clients. Our firm staff offers in excess of 100 years of experience in Business and individual Tax preparation, Bookkeeping, Financial Planning and Quickbooks advice.  We have a staff of 10, which includes six accountants, three administrations and one marketer.

 

Anthony Villanova / Villa Nova Financing Group LLC
Website:  
www.villanovagroup.com
Villa Nova Financing Group, LLC specializes in residential and commercial financing.  We are not bankers, we are mortgage planning specialists and can offer several unique and competitive outlets for your financing needs.  We focus on helping you understand how long you’re going to use your real-estate asset and more importantly the proper structure of the debt used against it.  For a free consultation please contact us .973-921-0220  Anthony@villanovagroup.com

 

 

 

 

Terrance Wood / Villa Nova Financing Group LLC
Website: villanovagroup.com
Terrance has 20 years of experience in Banking and Financing Industry. He has worked for several fortune 500 firms over his career. He currently functions as a Senior Loan Officer for VillaNova Financing Group LLC, located in Warren NJ. He provides financing for commercial real estate and business transactions.

Terrance has experience as a financial advisor, business banking officer, small business banking manager, and a Middle Market Lender. He has worked for companies such as Merrill Lynch, Paine Webber, PNC Bank, J P Morgan Chase Bank, and Citi Bank. In 2006 he started Legion Capital Funding LLC, a Commercial Mortgage Brokerage Firm. He merged the company in 2016 with
Villa Nova Financing Group. Here he combined the company’s services of commercial and business financing with a residential financing division.

Terrance is a graduate of Kean University where he earned a BS degree in Marketing in 1997. He furthered his studies by attending Ramapo College in Mahwah, NJ to work on an MBA degree in 2000.