LEGAL & Trust SOLUTIONS

Experience

Senior Partner

Spolin Cohen Mainzer LLP

  • Mergers and Acquisitions

  • Business and Commercial Litigation

  • Employment Law

  • Corporate and Securities

  • Has Practiced Law for Over 20 Years

  • Served as Senior VP and General Counsel for The Pilgrim Group

  • Served Executive VP and Assistant General Counsel for MGM Communication

Deal-Related Services

COHEN

TED

 

Experience

CEO

Alliance Trust Company

  • Trustee Services 

  • Charitable Trusts

  • Dynasty Trusts

  • Retirement Plan Services

Deal-Related Services

GREG

  • Founded Sierra Nevada Wealth Management

  • Partner at Litchfield Capital Management, LLC

  • President of the Financial Planning Association of Nevada

CRAWFORD

 

Experience

Managing Partner

Market Counsel

  • Business and Regulatory Consulting

  • Development of Forms and Documents

  • Development of Policies and Procedures 

Deal-Related Services

DAVID

  • Managing Partner, Hamburger Law Firm

  • Managing Director & General Counsel, Focus Financial Partners

  • J.D. Harvard Law School

MRAZIK

 

Experience

Managing Director

Alliance Trust Company

  • Trustee Services 

  • Charitable Trusts

  • Dynasty Trusts

  • Retirement Plan Services

Deal-Related Services

MARTY

  • Over 35 years of experience in the financial services industry.

  • Founder, United Management Group

  • Founder, The PRIME Advisory Network

JENSEN

 

© ECHELON Partners 2017. All rights reserved. Securities offered through ECHELON Capital Partners, LLC, member of FINRA/SIPC. ECHELON Partners and ECHELON Capital Partners, LLC, are affiliated companies.

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