Meet The Team
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We’re Fun, Social & Business Savvy.
Jerry Boyette
Investor Relations Representative
Exemplar Consulting, LLC
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| WHAT I LOVE ABOUT EXEMPLAR | Â |
Exemplar’s holistic structure provides our clients with a team of experts in law, tax and accounting, business strategy and investment banking.
| AT EXEMPLAR | Work Smart, Have Fun – See Us At Play |
- Providing investor relations services to help grow Exemplar.
- Financial Products: equities, fixed income, private placements & digital assets.
- Investor Relations functions for public & private entities
- Financial Planning & Asset allocation
- Capital Markets Advisor
CREDENTIALS
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B.S. Business Management University of North Carolina – Wilmington |
A.A.S. – Communications Lenoir Community College |
Florida Dept of Financial Services 215 License – Life, Health & Annuity |
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FINRA Series 7 & 63 (1988-2019) |
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LEADERSHIP
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Founder, BFS Financial Inc. – Tampa, FL
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Founding Member – Angel Investors & Entrepreneurs Network
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Founding Member – National Institute for Cannabis Investors
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Director Investor Relations – EF Hutton (Hutton Group)
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Director Investor Relations – Tampa Bay Rain (ABA Basketball Team)
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Managing Director – Great White Shark Angel Investor Fund
THE REAL ME
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A native of North Carolina, Jerry has lived in the Tampa, Florida area since 1991. He is a former pro tennis player (1983-1985) & collegiate tennis scholarship recipient. Jerry volunteers as a coach for youth basketball & soccer teams at local recreation centers. He is an avid Tampa Bay Lighting NHL hockey fan & UNC Tarheels college basketball fan. He enjoys traveling, drag racing, jet skiing, sport shooting and the outdoor life in Florida and The Caribbean Islands.
MORE TEAM MEMBERS
Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.
Katherine Brand
Managing Director, Exemplar Consulting, LLC
Jeffrey Abramczyk
Managing Director, Chief Compliance Officer, & Senior Advisor
Mary Arnold
Head of Law, Exemplar Law, LLC
Andrew J Szabo, CFA
Managing Director, Exemplar Capital, LLC
Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC
Steven R. Monticone
President & Chief Operating Officer, Exemplar Companies, PBC
Jeffery C. Foy, Esq.
Special Counsel – Entertainment, Media, Publishing, Health & Wellness, Exemplar Law, LLC
Fred B. Wilcon, Esq.
Corporate & M&A, Exemplar Law, LLC
Jessica Neihardt
Account Executive, Exemplar Companies, PBC.
Jillian Sommerfeld
Brand Strategist, Exemplar Consulting, LLC
Amy Berliner
Cannabis Market Advisor, Exemplar Consulting, LLC
Mark Chasan, Esq.
Vice President, Exemplar Business
Michael Roberts
Managing Director, Exemplar Tax & Accounting
Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.
Richard Feldman
FINOP, Exemplar Capital, LLC
Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC
Payton Backonen
Marketing and Public Relations Manager, Exemplar Consulting Group, LLC.
Richard Mitchell
Specialty Counsel, Corporate, Transactions, International at Exemplar Law, LLC
Richard Strauss, Esq.
Vice President, Exemplar Law, LLC
Scott Jaffe, Esq.
Special Counsel – Securitization & Corporate, Exemplar Law, LLC
Stefan J. Kasian
N.M.D., Ph.D., Health Tech Strategist/Naturopathic Doctor, Exemplar Wellcare, LLC
Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC
Stephen White
Sr. Managing Director, Exemplar Insurance Services, LLC
Joelle Paul-Cook
Chief Human Capital Officer, Exemplar Companies, PBC
Susan Walker
Paralegal, Exemplar Law, LLC
William Dodge
Fractional COO/CFO, Janitor Exemplar Consulting, LLC
Kathleen Brogan
Vice President of Insurance Services, LLC
Steven Hoffberg
Intellectual Property Counsel, Exemplar Law, LLC
Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC
Roman Vayner
Trademark Counsel, Exemplar Law, LLC
Greg McDonnell
Senior Associate, Exemplar Consulting, LLC
James Velsor
Principal Examiner, Exemplar Consulting, LLC
Keele Taylor
Human Resources Consultant, Exemplar Consulting LLC
Michael Tuohy
Principal Examiner and Consultant, Exemplar Consulting, LLC
Tod O'Connor
Clean Energy Lobbyist
Chris Ashoff
Managing Director, Exemplar Insurance Services, LLC
Ira Bershatsky
Managing Director-Distribution, Exemplar Capital, LLC
Sam Kelly
Registered Representative, Investment Banking, Exemplar Capital LLC