• Sax LLP
  • Sax Capital Advisors
  • Sax Wealth Advisors
  • S2 Solutions Technology
  

Meet the Investment Banking Team

Jerome
Fusco

Managing Director

  • 16+ years in finance with a focus on mergers and acquisitions and corporate finance
  • Lead on all M&A deals for Sax

Al
Traverso

Partner

  • 20+ years in strategic finance accounting, tax, and consulting services
  • Advises clients on financial strategy and technical analysis

Stephen
Tellian

Manager

  • 6+ years working on audit, accounting, and assurance with a focus on middle market clients
  • Prior experience Deloitte & Touché

Melissa
Bollinger

Senior Associate

  • 5+ years consulting with clients on financials and accounting needs
  • Focuses on execution for firm’s valuation services

Justine
Elia

Senior Associate

  • 2+ years providing audit and accounting services to small to midsize clients across various industries
  • Services clients primarily in the non-profit, M&D and real estate sectors

Schedule a Complimentary Discovery Meeting

Whether you are curious about the sale process, planning to sell in the future, already in the process, or deciding whether it is the right move for you – our advisors are here to answer your questions to get you on the right path forward. There is no charge for this meet-and-greet, rather, it is an initial investment in your successful future.