D&S and US Trust Host Privately Held Business Owners

Duffy & Sweeney and US Trust hosted a business forum for a select group of privately held business owners at the Wannamoisett Country Club with a panel discussion and afternoon of golf and networking on Tuesday, May 30, 2017.

Panelist Michael Sweeney, senior managing partner at Duffy & Sweeney, was joined by:

Moderator: Patrick T. LeBeau, CFP, ADPA | Managing Director, Private Client Advisor, US Trust

Panelist: Josh Baron, PhD | Partner, Banyon Global

Panelist: William Hatfield | Market Executive, US Trust & Rhode Island Market President, Bank of America

The panel discussion covered the M&A landscape, succession planning and key questions faced by business owners and their families.

See presentation here. Learn more by contacting Mike Sweeney here.