Business
Valuation

Business
Financing

Private
Placements

M&A
Services

Edward J. Mazza, CFP®
Chief Executive Officer

As one of the co-founders of the firm, Mr. Mazza has actively managed White Nagle Mazza / WNM Advisors, LLC since it’s inception. Over his career, Ed has developed and managed hundreds of business valuation assignments for a variety of purposes including merger, acquisition, financing, recapitalization, strategic decision-making and shareholder liquidity issues.

A frequent speaker on the subject of business valuation, Ed has conducted CEC seminars, written, published and co-authored articles for business publications and professional trade journals. Ed attended Gannon College in Erie, PA and earned his CFP Certified Financial Planner designation in 1986, a Series 6, 63 NASD, Life, Health and Disability Insurance Licenses.

You can reach Ed at emazza@whitenaglemazza.com.

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Gary Fodor, CFA, CBA, MBA
Chief Investment Officer

Mr. Fodor is a Chartered Financial Analyst (CFA) with 30 years of securities analysis and investment policy experience. He earned his series 7, 63, Registered Investment Advisor and CFP Certified Financial Planner designations. Gary holds a Bachelor of Science in physics and mathematics and an MBA in Accounting. He is a Certified Business Appraiser and a Regional Governor for the Institute Of Business Appraisers where he serves on the national IBA Ethics Committee.   

Mr. Fodor has been associated with White Nagle Mazza / WNM Advisors, LLC since 1991 and in his capacity has performed hundreds of valuations of closely-held business interests for merger, acquisition, financing, capital management and shareholder liquidity purposes.

You can reach Gary at gfodor@whitenaglemazza.com.

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Joseph E. Marchini
Director M&A/Investment Banking 

With 18 years of banking experience with The First National Bank of Pa, Joe began in the Credit Department and quickly advanced to the lending side where he decided to develop his career. He held various titles throughout the years, ending with SVP in charge of all commercial business with 8 lending officers reporting to him and managing a commercial portfolio of $300 million. Mr. Marchini chaired the banks loan committee and had a personal lending limit of $1 million.

You can reach Joe at jmarchini@whitenaglemazza.com.

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John Wood, JD

Director Intellectual Property

Mr. Wood has over 20 years of experience in the valuation of intangible assets and intellectual property. He is a graduate with honors from the University of Bristol, England with a degree in law. Previously, he was Director of E-commerce for KPMG. Mr. Wood has testified on intellectual property issues before the U.S. House of Representative’s Judiciary sub-committee on IP and the Courts, as well as, the World Intellectual Property Organization. In a public advocacy role, Mr. Wood has represented AOL, BT, Microsoft, NSI and CSSA on intellectual property related issues.

As an expert on the Internet, he has provided consulting services to AFN, AT&T, BBC Worldwide Publishing, BT, Cable and Wireless, Glaxo-Wellcome, General Motors, Walt Disney and Williams Communications. Mr. Wood has been a special advisor to FASB on intangible asset disclosures and co-authored the training manual on FASB Statements 141 and 142 developed by the Institute of Business Appraisers.
 

You can reach John at jwood@whitenaglemazza.com.

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Richard S. Sowa, CFP®
Director of Financial Planning

Mr. Sowa began his affiliation with White Nagle Mazza / WNM Advisors, LLC as a contract consultant in 1991. After seven years with the Comptroller of the Currency, Rich began his financial planning career as a Licensed Public Accountant when he acquired his Series 7, 63, Life, Health, Disability and P& C Insurance Licenses. In addition he earned his Certified Financial Planner (CFP®) in 1986 along with the CFS Certified Funds Specialist designations.

Mr. Sowa is an adjunct instructor for Kaplan Financial where he teaches the Certified Financial Planner educational program to candidates preparing for the CFP exam. He holds a Bachelor of Science in Management/Accounting.

You can reach Rich at rsowa@whitenaglemazza.com.

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