Jade is an experienced valuation analyst with a proven track record of providing trustworthy valuation advisory services and credible, defensible valuations across multiple industries since 2011. Jade has extensive valuation experience related to Employee Stock Ownership Plans (“ESOPs”) and has been engaged by several institutional and independent ESOP trustees for new formation transactions, additional interest acquisitions, and annual valuations, as well as for ESOP termination purposes, including sales to third parties.
Jade is also experienced in valuing operating and asset holding companies for gift and estate reporting and corporate planning purposes.
Prior to joining Empire, Jade was a manager at Atlantic Management Company in Portsmouth, New Hampshire. Jade has been a speaker at several industry events.
- B.S. – Southern New Hampshire University, Accounting and Finance
- The ESOP Association, New Hampshire State Captain and New England Chapter Chair of Fundraising
- Member of the National Center for Employee Ownership