Leadership Team
Leadership
Executive Leadership:
Shane Ocasal
Shane Ocasal is a dedicated professional at Aon, I specialize in M&A Due Diligent, Private Equity, Employee Stock Ownership Plans (ESOPs) safeguarding businesses through innovative insurance solutions and strategies. With a deep understanding of the complexities involved in mergers and acquisitions, I help clients navigate these critical transitions while ensuring they are protected against potential risks.
My expertise allows me to guide organizations in implementing effective Insurance strategies that enhance engagement and drive long-term success. Additionally, my teams experience in private equity enables me to provide insights that are crucial for investors and portfolio companies seeking to maximize value and mitigate risk.
At Aon, I leverage our comprehensive resources and global reach to deliver tailored insurance solutions that meet the unique needs of each business, empowering them to thrive in a competitive landscape.
Driven by a passion for making a positive impact, I am dedicated to providing actionable insights that empower clients to make informed decisions and achieve their business objectives.
A New York native and a devoted NY Rangers fan, I actively engage with my community as a volunteer for Meals on Wheels and Camp Venture. I am also proud to be a member of the ESOP Association and the founder of both ESOP Alliance and Dive & Thrive.
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Serena Amlie
Serena Amlie is an ESOP Client Advisor at Spinnaker Trust, which provides independent trustee services to ESOPs in the New England and Northeast regions. She lives in Saratoga Springs, NY. In her role at Spinnaker, Serena is heavily involved in the annual valuation process and the negotiation of ESOP transactions. Prior to joining Spinnaker, Serena was a manager at a national valuation firm, where she performed business valuations for ESOP-owned companies. She is a Chartered Financial Analyst® and holds the Accredited Senior Appraiser (ASA) designation with the American Society of Appraisers. She is also Treasurer of the Board of Directors for Big Brothers Big Sisters of the Capital Region.
Membership Committee:
Rebecca Glasgow
Rebecca has spent her 20 year career in financial services advising business owners, wealthy families and ESOP-owned companies. She draws upon her extensive experience in the areas of trust and estate strategies, financial and insurance planning, institutional asset management, and institutional fixed income sales to build tailored solutions for her clients and their diverse needs.
Today, as a partner of the ESOP Group, she works closely with business owners and their families on business transition and more specifically employee stock ownership plans (ESOPs). Rebecca is a frequent speaker on business owner liquidity options, ESOPs, and the Section 1042 tax deferral. For The ESOP Association, she is the chairman of the fundraising committee as well as a chapter officer for the Southeast Chapter.
Education
• Bachelor of Arts degree from Cornell University in economics
• Passed the Series 7 and 66 securities exams
• Insurance licenses: life, health, variable annuity, variable life and long-term care
Credentials
• CERTIFIED FINANCIAL PLANNER™ certificate
• Certified Exit Planning Advisor
Industry recognition:
• Barron’s Top 1,200 Financial Advisors, 2022, 2023
• Barron’s Top 100 Women Advisors, 2023
• Forbes America’s Top Women Wealth Advisors, 2021–2023
• Forbes Best-in-State Women Wealth Advisors, 2021–2023
• Forbes Best-in-State Wealth Advisors, 2022, 2023
• Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2021
Team recognition:
• Barron’s Top 100 Private Wealth Management Teams in 2021 and 2023
• Forbes America’s Top Wealth Management Teams in 2022
• Forbes Best-in-State Wealth Management Teams in 2023
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Kip Kuster
Events Committee:
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Britt Bruinsma
Joe Piligian
Joseph has experience litigating antitrust claims, contractual disputes, business torts, director and officer liability, and class actions and has litigated cases in both state and federal courts across the country. He has experience working with a variety of clients, including Fortune 500 companies, pharmaceutical companies, private equity funds, and individuals. Joseph has experience in all facets of trial court litigation. In addition to providing pre-litigation risk assessment, Joseph has drafted pleadings, discovery motions, dispositive motions, and pre- and post-trial briefs. Joseph also has argued in federal court, taken and defended individual and corporate depositions, mediated cases to resolution, and gone to trial in the Delaware Court of Chancery.
Joseph was raised in Southern California and received his B.A. from Notre Dame in 2009 and his J.D. from the University of Michigan in 2017, where he served as the Managing Editor of Michigan Law Review. Prior to joining the firm, Joseph was a law clerk for Vice Chancellor J. Travis Laster on the Delaware Court of Chancery and worked at a prominent Washington, D.C. law firm. Joseph also has experience in the education and supply chain sectors, as well as in reality television.
Programming Committee:
Brian Lowe
Holly Jones
Holly E. Jones is an attorney with Maselan & Jones, P.C. She counsels clients on business succession planning, ESOPs and ESOP transactions, mergers and acquisitions, and a broad range of employee benefits issues, including issues involving qualified and nonqualified retirement plans, executive compensation plans, ERISA fiduciary duties and prohibited transactions, and health and welfare plans. She is a member of The ESOP Association, the National Center for Employee Ownership, the Valuation Advisory Committee of The ESOP Association, and the Membership Committee of the Mid Atlantic and Carolinas Chapter of The ESOP Association.
Holly received her J.D. from Villanova University School of Law. Previously, Holly was a Director of Litigation and Disputes for a large management consulting firm in DC. She received her B.A. from Wellesley College, where she was a member of the varsity rowing team, a student athlete advisory committee representative, and a coach for the dorm and class crew intermural programs.
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Jake Helwick
Jake Helwick is a Director at Adamy Valuation. He specializes in valuation and financial advisory services relating to equity incentive plans, including employee stock ownership plans (ESOPs); transaction opinions; tax reporting; financial reporting; economic damages; business interruption; succession planning; corporate strategic planning; and other unnoted litigious matters across a multitude of industries.
His background stems from several former roles at Adamy, and having worked in commercial credit at a large, Michigan-based bank. In his banking days, Jake participated in a multi-year leadership development program and was tasked with assessing credit risk and underwriting loans for real estate, commercial, and industrial purposes.
Jake is an Accredited Senior Appraiser (ASA) in Business Valuation and a graduate of Grand Valley State University (GVSU) where he dual majored in accounting and finance. He has served as a mentor to students in the Seidman College of Business at GVSU, and currently holds voluntary positions as a board member and the ACG Cup Committee Chair of the Association for Corporate Growth – Western Michigan Chapter. Jake is also an active member of The ESOP Association (TEA) and the National Center for Employee Ownership (NCEO).
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Katie Wilusz Long
Kaitlin Wilusz is a director at Value Management Inc. As a director, she is responsible for oversight of the financial analyst staff, providing research and performing financial and economic analyses for the valuation of closely held enterprises, professional practices and publicly traded securities. Ms. Wilusz specializes in closely held business valuations, specifically related to Employee Stock Ownership Plans (ESOPs). She has worked on dozens of ESOP transactions. Kaitlin holds ASA (American Society of Appraisers) and CFA (Chartered Financial Analyst) accreditations.
Ms. Wilusz is a member of the Association for Corporate Growth (ACG), Beta Gamma Sigma, the American Society of Appraisers, the CFA Society of Philadelphia, and the Philadelphia Alumni Board of Fairfield University. She is a director on the board of Liguori Academy and serves as chair of the Finance Committee.