Jon M. Case John R. Ivimey, JD Edmund S. Kindelan, CPA John Koliani, CPA, ABV Alan H. Lovins, PhD

Michael L. Stern, PhD Craig L. Sylvester, JD David C. Tate, PhD Patrick A. Terrion

Jon M. Case
Jon M. Case is a Principal at Founders Capital Management. Over the past 20 years, Mr. Case has founded, worked for, and served as an advisor to many closely-held firms in the medical research, information technology, retailing and professional services industries. Recently, he has served as Vice President of Finance and Business Development for a venture-backed biotechnology company. Mr. Case holds an MBA from the Wharton School at the University of Pennsylvania.




John R. Ivimey
John Ivimey started his legal career with Reid and Riege in 1991, and has more than 16 years experience in specialized practice areas of Business Succession Planning, Estate Planning, Estate Settlement, Fiduciary and Probate Litigation, Fiduciary Services, and Individual Client Services – amongst others.  John was admitted to the State of Connecticut Bar in 1991 and graduated from the University of Connecticut School of Law (with high honors) in 1991.  He is a Fellow of the American College of Trust and Estate Counsel, Current Secretary of the Estates and Probate Section of the Connecticut Bar Association, and Chairman of its State Tax Subcommittee; Chairman of the Professional Advisory Committee of the Hartford Foundation for Public Giving; Member of the Estate and Business Planning Council of Hartford. 

Edmund S. Kindelan
Edmund S. Kindelan, CPA and Member of the Firm at Kostin, Ruffkess & Co., LLC and has over 23 years of public accounting experience, including auditing, personal wealth management, and strategic business and tax planning. Mr. Kindelan’s expertise is in the areas of real estate, where he serves as Director of the firm's Real Estate Group, and family enterprises where he provides consulting on various issues ranging from governance, compensation structure, partnership and buy-sell agreements, valuations, financial planning, retirement planning, personnel issues, exit strategies, entity structure, and strategic planning.



John Koliani
John Koliani, CPA, ABV has over 16 years of professional experience providing accounting, auditing and tax services to closely-held and healthcare related businesses. As a member of the Firm’s Business Valuation Services Group, John also devotes a portion of his time to performing business valuations and serving as an expert witness in litigation matters, such as marital dissolutions, shareholder disputes, forensic accounting, financial investigations and economic damage claims.  John joined the Firm in 1992 and became a Member in 2005.  He graduated from Central Connecticut State University with a Bachelor of Science degree in Accounting, and is a licensed Certified Public Accountant in Connecticut – also attaining the Accredited in Business Valuation (ABV) designation.  



Alan H. Lovins
Alan H. Lovins, PhD is a Psychologist with thirty years experience in counseling families, businesses, and individuals. He holds a bachelor's degree from Yale University and a doctorate in clinical psychology from Columbia University. Dr. Lovins has been an Associate Clinical Professor at Yale University and has served on several family boards. His work with family businesses involves succession planning, conflict resolution, communication strategies, inter-family issues, sibling dissension, extended family councils, off-site retreats, strategic planning, leadership transition, extended family dynamics, and retirement planning.



Michael L. Stern
Michael L. Stern, PhD is a Business Psychologist with specialized training and experience in human behavior assessment and change. Clients include closely-held, family-owned, and publicly traded companies where he works with chief executives, management teams, family groups, and individual contributors in the areas of management assessment and development, pre-employment assessment, promotion evaluation, career path development, conflict resolution, and organizational effectiveness. He has been awarded a Certificate in Family Business Advising by the Family Firm Institute and is a member of PDFB, a national family business think tank.



Craig L. Sylvester
Craig L. Sylvester, JD is Partner at the law firm of Reid and Riege, P.C. His efforts on behalf of private and family owned businesses include, but are not limited to, structuring the business organization and its capitalization; coordinating the owners' business planning with their estate plans; preparing stockholder, partnership, employment-related contracts and other business contracts; representing the business on acquisitions of other companies and sales of subsidiaries or divisions; and counseling on employee and personnel issues. Craig is a member of the Attorneys for Family-Held Enterprises, a national association of attorneys representing family businesses.



David C. Tate
David C. Tate, PhD is a licensed clinical Psychologist and Assistant Clinical Professor at Yale University. In his consulting practice, he works with family businesses and other organizations around the issues of leadership development, conflict resolution, team building, succession planning, and organizational culture. In his clinical practice, he works with individuals, families, and groups around issues concerning health, relationships, and dealing with life transitions. Dr. Tate grew up within a family business. He received his bachelor’s degree from Cornell University and doctorate in clinical psychology from the University of Virginia.



Patrick A. Terrion
Patrick A. Terrion is a Principal at Founders Capital Management and an instructor of Finance at the University of Connecticut School of Business. Mr. Terrion has experience at leadership positions with both small and large international businesses and was previously an officer at British Airways.