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Isaac Lepro, CPA, CFA, Named Chief Operating Officer of The Sharp Financial Group

Isaac’s key functions and management roles in this position will include client experience, operational efficiency and effectiveness, strategic planning, and employee development.

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The Sharp Financial Group (“Sharp”) Advises Marketshare Movers (“MSM”) in Sale to United BioSource LLC (“UBC”)

Through its leading middle-market investment bank, Sharp Capital Advisors, Sharp served as the exclusive financial advisor to MSM on the transaction.

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The Sharp Financial Group Names M&A Industry Veteran Kevin Rudd as Executive Managing Director to Head Advisory Group

CEO, Vince Rogusky is thrilled to announce the hiring of M&A Industry veteran to add to an already strong team of seasoned professionals at Sharp, allowing the firm to further expand its advisory capabilities.  

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Time to Reform the Prior Authorization Process of Health Insurance Companies

A great read from The Hill regarding one of our portfolio companies – Occam Health Services – authored by TSFG’s own Vincent Rogusky!

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Federal Reserve System Official, Randal K. Quarles, Invited as Guest Speaker at Recent Money Marketeers of New York University Event

Sharp announced that Randal K. Quarles, Vice Chair for Supervision and member of the Board of Governors of the Federal Reserve System, presented recently to Money Marketeers of New York University (NYU) members and guests in New York City.

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Money Marketeers of NYU Kicks Off 2019-2020 Campaign with Presentation by James Grant, Founder of Grant's Interest Rate Observer

Sharp announced that under the leadership of its Chief Investment Officer, Alain Van Loo, the first event in the 2019-2020 campaign of Money Marketeers of New York University (NYU) was a resounding success. Alain was recently named President of the 2019-2020 term for, a 501(c)(3) charity.

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CityBizList: "New President for Money Marketeers of New York University Appointed"

The Sharp Financial Group, an integrated financial management firm providing unified business advisory, accounting, tax and wealth management, announced that its Chief Investment Officer was named President of the 2019-2020 term for Money Marketeers of New York University (NYU), a 501(c)(3) charity.

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Bucks County Courier Times: "County Business Achievers"

Alain Van Loo, chief investment officer of The Sharp Financial Group in Horsham, was named president of the 2019-20 term for Money Marketeers of New York University. Van Loo previously served as first vice president for the nonprofit organization and has been a member since 2008. 

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Alain Van Loo Appointed to Position of President for Money Marketeers of New York University

Sharp announced that its Chief Investment Officer, Alain Van Loo, was named President of the 2019-2020 term for Money Marketeers of New York University (NYU), a 501(c)(3) charity. Alain previously served as 1st Vice President for the organization since the 2018-2019 term.

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Chief Investment Officer of The Sharp Financial Group Joins Board of Charitable Organization Serving Grieving Children and Families

Sharp announced that its Chief Investment Officer was voted onto the board of directors of Good Grief, a registered 501(c) (3) tax-exempt non-profit organization. Founded in 2004, Good Grief is New Jersey's premier resource for grieving children and their families.

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National Real Estate Investor: "Can Depreciation Explain the Magnitude of Trump’s Reported Losses?"

In terms of Trump specifically, Ray Kingett, a tax manager at The Sharp Financial Group, a full-service CPA firm based in Philadelphia, points to some of Trump’s dealings in Atlantic City as potentially accounting for the kinds of losses reported by the Times. 

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