Additional Information
About the speakers
Zachary Hammond, Executive Director Private Business Advisory, J.P. Morgan Private Bank’s Advice Lab
Zach Hammond is an Executive Director in Private Business Advisory within J.P. Morgan Private Bank’s Advice Lab. Mr. Hammond is responsible for providing strategic business transition advice, research and analysis, and developing solutions for business owners, with specific focuses on mergers and acquisitions, business valuations, transactional deal terms, corporate governance, pre- transaction planning, and maintaining a legacy business over multiple generations.
Mr. Hammond originally joined J.P. Morgan’s Closely Held Asset Management Group in 2016 as an Asset Manager responsible for conducting fundamental analysis on managed assets and their industries, completing annual valuations for closely held assets, and conducting buy/sell analysis. Prior to joining the Advice Lab, Mr. Hammond was a Director for a middle-market investment bank executing sell-side transactions for business owners.
Mr. Hammond holds a Bachelor of Science in Business Administration specializing in Finance and Economics from The Ohio State University. He currently holds FINRA Series 79 and 63 licenses.
Teresa Rajala, Attorney, Miller Johnson
Teresa L. Rajala is a Member in Miller Johnson’s estate planning group. She works with private clients and her practice includes estate planning, succession planning, tax planning, trust administration and probate administration. Teresa is admitted in Michigan and Florida, and maintains a significant practice in assisting clients with establishing domicile in Florida, tailoring their estate plans to Florida law, and advising on the acquisition of vacation homes, rental properties, and retiring in Florida. Teresa’s complete biography can be found at the link to the right.