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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Greg Fefferman

Meet Greg Fefferman:

Greg Fefferman –Director, M&A Services

Greg Fefferman has over 25 years of experience in the financial services industry. He joined Align after over a decade of entrepreneurship. Mr. Fefferman is a Director of M&A Services where...

ABOUT GREG

Meet Greg Fefferman:

Greg Fefferman –Director, M&A Services

Greg Fefferman has over 25 years of experience in the financial services industry. He joined Align after over a decade of entrepreneurship. Mr. Fefferman is a Director of M&A Services where he is responsible for business development and M&A services in the lower middle market. Mr. Fefferman has led several businesses through liquidity events both as the primary operator and as a minority investor. Prior to his entrepreneurial career, Mr. Fefferman worked at Citi Private Bank, CSFB and DLJ on their wealth management and credit teams. He began his career in the legal department at Fried Frank in New York. Mr. Fefferman received his undergraduate degree from Vanderbilt University and earned his MBA from Chicago Booth.

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