March 26, 2015

CMM Managing Director, Ramsey Goodrich participated on panel for Family Firm Institute for a panel discussion on “Planning for a Successful Exit: encompassing a multi-disciplinary approach” for a breakfast event at The New Haven Lawn Club in New Haven CT.

Panelists included

  • Ramsey Goodrich, Partner and Managing Director, Carter, Morse & Mathias
  • Michael Clear, Partner, Wiggin and Dana, Trusts & Estates Group
  • Bill Conron, Partner, Citrin Cooperman, Global Tax Group
  • Joe Pucci, Principal, Bernstein Global Wealth Management

More information can be found at