- Panelist
Noel Pariseau is a Wealth Advisor and Portfolio Manager with over 10 years of experience working closely with entrepreneurs and privately held business owners. He specializes in helping owners prepare for, execute, and transition through business exits by aligning business value, personal financial readiness, tax strategy, and legacy planning.
As a Certified Exit Planning Advisor (CEPA®) and Chartered Investment Manager (CIM®), Noel brings an integrated approach that connects exit planning with disciplined investment management before and after a liquidity event.