Evergreen Advisors announced today that Shelley Lombardo, Chief Operating Officer, has been appointed by XPX Maryland as the Board President Shelley succeeds.
XPX Maryland is a local chapter of XPX Global, a community of professional advisors who work collaboratively to help owners build valuable businesses and prepare them for successful transition. Founded in 2006, each XPX Chapter is a locally-controlled non-profit organized by local leaders in the private company market.
XPX members include accountants, management consultants, attorneys, marketing and top-line business strategies, business coaches, insurance executives, mergers and acquisitions specialists, valuation and wealth management professionals and more – all working together to foster better understanding of the many disciplines that contribute to the health and profitability of private enterprises.
As Chief Operating Officer of Evergreen Advisors, Shelley is responsible for all facets of Evergreen’s growth and revenue generation processes including Marketing, Business Development and the alignment / integration of our practice groups. She has a broad background in strategic marketing and corporate finance focusing on small business and the middle-market. Shelley was previously serving on the Board of XPX Maryland as the Community Engagement Chair that was responsible for the Affinity Groups, Power Networking and Advisory Board Network. She also serves on the ETC Board of Directors, reviewer and judge for the Maryland Industrial Partners (MIPs), co-chairs the Glenelg Country School Speaker Series, and has served on the marketing advisory board for the Economic Alliance of Greater Baltimore. Her new position as President of the Board of XPX Maryland adds to the impressive list of roles she has held.
“The growth of XPX Maryland over the past two years shows there is a growing need for the collaboration of like-minded professionals on supporting business owners in creating sustainable and transferable value in their company. The success of the organization is centered on our members that share common core values and work together. I look forward to serving XPX in 2015,” said Shelley Lombardo.
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About Evergreen Advisors
Evergreen Advisors is a leading investment banking and corporate advisory firm focused on assisting emerging growth and middle-market companies in the areas of corporate finance, growth and exit strategies, business valuations and advisory services. Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC. For more information, visit https://evergreenadvisorsllc.com/
About XPX Maryland
XPX Maryland is a local chapter of XPX Global, a community of professional advisors who work collaboratively to help owners build valuable businesses and prepare them for successful transition. Founded in 2006, each XPX Chapter is a locally-controlled non-profit organized by local leaders in the private company market.