Our Team

Our Team Has Over 50 Years Of Experience From Top Financial Services Firms

Meet The Team

Conor Gleeson

DIRECTOR

Currently a Business Development Strategist at StratiFi, Conor has experience through the industry as an M&A Associate at Focus Financial Partners, as well as, an Associate at BlackRock – US Wealth Advisory, Analyst at BlackRock – Advisor Services. Conor graduated from Loyola University in Chicago with a degree in Political Science.

Rick Silvestri, CPA

DIRECTOR

A former M&A Due Diligence Senior Associate at PwC, as well as a former Audit Senior Associate at PwC, Rick has experience in multiple sectors of accounting and finance. Rick graduated with his Masters and Bachelors degrees in Accounting from Penn State University. He is currently a licensed CPA in the state of New York.

Shane Gleeson, FCCA

DIRECTOR

Shane is a Co-Founder of ThompsonMatsen & Associates, as well as, the Founder of performanceMetrx. He was also the President at Inviva and CEO at ILONA Financial Group. Shane has nearly 40 years of experience in financial services leadership, consulting, and management. He is a Fellow of the Association of Chartered Certified Accountants.

Erica Ferranti, CPA

ASSOCIATE

Erica is currently an Account Executive at SalesForce and former Financial Analyst and Investment Manager at BlackRock. Prior to her work with these companies, Erica was a Financial Services Consulting at Deloitte. She is a graduate of Villanova University, with her degree in Accounting, and is a licensed CPA in the states of New York & New Jersey.

Mike Silvestri, CPA

ASSOCIATE

As the current COO of Accelerant Media Group, Mike has had experience as an Assurance Associate at PwC and now as a project manager. Mike graduated with his Masters and Bachelors degrees in Accounting from Penn State University. He is a licensed CPA in state of New York.

Gavin Gleeson

ASSOCIATE

Gavin is a Microfinance Intern at Access Ventures and has worked in digital marketing at LVA. He also has digital marketing experience from General Electric.

Eric Baker

ASSOCIATE

Eric is a Portfolio Manager at Private Fund, and former Marketing Consultant at Walter Analytics. He was also an Impact Investing Intern at Kiva, and an Strategic Initiatives Associate at Angels of Impact. Eric graduated from the University of Melbourne with a degree in Finance, Marketing, & Psychology.