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EB5info.com Last 30 Days Rating

1. Joseph Whalen Joseph Whalen 45
2. Phil Cohen Phil Cohen 25
3. Michael Gibson Michael Gibson 20
4. Dr. Alan Hodges Dr. Alan Hodges 20
5. Taylor Cottam Taylor Cottam 20
6. Shawn Dishop Shawn Dishop 20
7. Michael Mard Michael Mard 20
8. Don Wisehart Don Wisehart 20
9. Sarah O'Leary Sarah O'Leary 20
10. Joe Escalada Joe Escalada 20


EB5info.com Total Rating

1. Joseph Whalen Joseph Whalen 1325
2. Michael Gibson Michael Gibson 185
3. Phil Cohen Phil Cohen 155
4. Dr. Alan Hodges Dr. Alan Hodges 25
5. Dr. Scott W. Barnhart Dr. Scott W. Barnhart 25
6. Yuzhou (Echo) Wu Yuzhou (Echo) Wu 25
7. Roberto Castro Roberto Castro 25
8. Taylor Cottam Taylor Cottam 25
9. Joe Escalada Joe Escalada 25
10. Alexander Aginsky Alexander Aginsky 25


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EB-5 Advisors

Joseph Whalen
Op-Ed Contributor

Joseph Whalen

Firm: Independent EB-5 Consultant, Trainer & Advisor
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Business Plan Development, Business Valuation, Immigration Consulting , Due Diligence, Business Strategy
Languages spoken: English

I provide highly-individualized training based on consultation with my clients. I serve Regional Center Principals and their counsel as well as pro... read more »  

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Phil Cohen
President

Phil Cohen

Firm: Strategic Element
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Business Plan Development, Business Strategy, Entrepreneur

EB-5 Business Plans and Feasibility Studies The Strategic Element team works with EB-5 developers to help them to assess wh... read more »  

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Michael Gibson
Managing Director, USAdvisors.org

Michael Gibson

Firm: USAdvisors.org
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Mathematical Financial Analysis, FINRA Registered Investment Advisor
Languages spoken: English, Spanish

USAdvisors.org is the source for news, projects and information about EB-5 Regional Centers and their investment projects. We are financial analyst... read more »  

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Dr. Alan Hodges
Economist

Dr. Alan Hodges

Firm: University of Florida
Practice Areas: Financial Analysis, Economist
Languages spoken: English

Alan Hodges is an Economist in Food & Resource Economics at the University of Florida, Institute of Food & Agricultural Sciences. He also h... read more »  

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Taylor Cottam
CFA, FRM

Taylor Cottam

Firm: USAdvisors.org
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Business Plan Development, Mathematical Financial Analysis, Economist, Business Valuation
Languages spoken: English, Spanish, Japanese, Portuguese

USAdvisors.org is the source for news, projects and information about EB-5 Regional Centers and their investment projects. We guide you to analysts... read more »  

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Shawn Dishop
Credit/Financial Analyst

Shawn Dishop

Firm: USAdvisors
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis
Languages spoken: English

USAdvisors.org is the source for news, projects and information about EB-5 Regional Centers and their investment projects. We guide you to analysts... read more »  

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Michael Mard
CPA/ABV/CFF, ASA

Michael Mard

Firm: The Financial Valuation Group
Practice Areas: Financial Analysis, Business Valuation, Securities, Tax & Financial Valuation, Business Valuation Specialist, Financial & Securities Valuations, Intellectual Property, Intellectual Property Litigation, Mergers & Acquisitions
Languages spoken: English

The Financial Valuation Group of Florida, Inc. and The Financial Valuation Group of Ft. Lauderdale, Inc. (d/b/a/ The Financial Valuation Group) are... read more »  

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Don Wisehart
CPA/ABV/CFF, ASA, CVA, MST

Don Wisehart

Firm: The Financial Valuation Group
Practice Areas: Financial Analysis, Business Valuation, Securities, Tax & Financial Valuation, Business Valuation Specialist, Financial & Securities Valuations, Intellectual Property, Intellectual Property Litigation, Mergers & Acquisitions
Languages spoken: English

The Financial Valuation Group of Florida, Inc. and The Financial Valuation Group of Ft. Lauderdale, Inc. (d/b/a/ The Financial Valuation Group) are... read more »  

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Sarah O'Leary
Structured Finance Expert

Sarah O'Leary

Firm: USAdvisors.org
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Financial & Securities Valuations, Mergers & Acquisitions
Languages spoken: English

USAdvisors.org is the source for news, projects and information about EB-5 Regional Centers and their investment projects. We guide you to analysts... read more »  

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Joe Escalada
Analyst

Joe Escalada

Firm: USAdvisors.org
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Business Valuation, Financial & Securities Valuations
Languages spoken: English

USAdvisors.org is the source for news, projects and information about EB-5 Regional Centers and their investment projects. We guide you to analysts... read more »  

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Jouko Ahvenainen
Chairman & Co-founder

Jouko Ahvenainen

Firm: GrowVC
Practice Areas: Mergers & Acquisitions, Investment Banker, Capital Advisory, Venture Capitalist
Languages spoken: English, German, Swedish, Finnish

Grow Venture Community (Grow VC) is the first global, transparent, community-based platform dedicated to entrepreneurs and investors.  Grow V... read more »  

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John D'Agostino
Advisory

John D'Agostino

Firm: KPMG Advisory
Practice Areas: Financial Analysis, Investment Banker, Capital Advisory, Fund Management, Venture Capitalist
Languages spoken: English

KPMG LLP, the audit, tax and advisory firm, is the U.S. member firm of KPMG International Cooperative ("KPMG International"). KPMG In... read more »  

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Rich Salute
CPA, Managing Partner

Rich Salute

Firm: J.H. Cohn
Practice Areas: Capital Advisory, Securities Consulting, Accounting, Capital Markets Advisory
Languages spoken: English

The team of specialists comprising J.H. Cohn’s Private Equity Services Practice understands the unique needs and challenges of middle-market... read more »  

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Philip Reicherz
Founder & Managing Partner

Philip Reicherz

Firm: Magnolia Ventures
Practice Areas: Investment Banker, Capital Advisory, Fund Management, Venture Capitalist, Angel Investor, Securities Consulting, Capital Markets Advisory
Languages spoken: English

Founded in late 2009, Magnolia Ventures is primarily a seed-stage and early-stage venture capital fund. We invest in top entrepreneurial teams w... read more »  

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Joseph Omansky
Entrepreneur, Financial Technology, Alternative Investing

Joseph Omansky

Firm: Trusted Insight
Practice Areas: Financial Analysis, Mathematical Financial Analysis, Business Valuation Specialist, FINRA Registered Investment Advisor, Investment Banker, Capital Advisory, Fund Management, Venture Capitalist, Securities Consulting, Capital Markets Advisory
Languages spoken: English, Spanish

We bring efficiency and transparency to the practice of institutional investing in alternative investments. Trusted Insight is a social ma... read more »  

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Candace Klein
Founder & CEO

Candace Klein

Firm: SoMoLend
Practice Areas: Capital Advisory, Venture Capitalist, Angel Investor, Capital Markets Advisory
Languages spoken: English

SoMoLend is a super savvy company with patent-pending peer to peer lending technology. We leverage a patent-pending lending technology executed ... read more »  

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Brian Meece
CEO & Co-Founder

Brian Meece

Firm: RocketHub
Practice Areas: Venture Capitalist
Languages spoken: English

RocketHub is a community for Creatives and Fuelers. RocketHub offers two distinct services: An innovative way to raise funds and awareness fo... read more »  

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Scott Purcell
Founder & CEO

Scott Purcell

Firm: Arctic Island

The Arctic Island crowdfunding platform will enable investors and job creators to come together using a wide variety of deal types. The service w... read more »  

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Ryan Williams
Capital Markets Advisor

Ryan Williams

Firm: Grow VC
Practice Areas: Capital Advisory, Securities Consulting, Capital Markets Advisory
Languages spoken: English

Grow Venture Community (Grow VC) is the first global, transparent, community-based platform dedicated to entrepreneurs and investors.  Grow VC... read more »  

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David Teten
Partner, Founder, CEO

David Teten

Firm: ff Venture Capital
Practice Areas: Capital Advisory, Angel Investor, Securities Consulting, Capital Markets Advisory, Venture Capital , Private Equity, Investment Banking, Due Diligence, Investments, Financial Modeling, Corporate Finance, Business Strategy, Entrepreneur
Languages spoken: English, French, Hebrew

Founder Friendly Capital ff Venture Capital partners with startups that can be the low cost, disruptive player in their respecti... read more »  

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Eric Corl
Entrepreneur, President, Founder

Eric Corl

Firm: Virtucon Ventures
Practice Areas: Capital Markets Advisory, Venture Capital , Private Equity, Investment Banking, Due Diligence, Investments, Financial Modeling, Corporate Finance, Business Strategy, Entrepreneur
Languages spoken: English

We Launch. We're not an investor, an incubator, or an accelerator. We take our own ideas and we launch. That's it. It's a pretty simple model&m... read more »  

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Maurice Lopes
Founder, President, Entrepreneur

Maurice Lopes

Firm: EarlyShares.com
Practice Areas: Angel Investor, Capital Markets Advisory, Venture Capital , Investments, Financial Modeling, Corporate Finance, Business Strategy, Entrepreneur
Languages spoken: English, Spanish

Traditional funding sources can be expensive, difficult or sometimes impossible to access, or just not a great fit for many start-ups and small... read more »  

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Barron Gati
Head of Mathematical Finance; Assistant Director of Business Development

Barron Gati

Firm: Minimax Consulting, LLC
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Mathematical Financial Analysis
Languages spoken: English

Minimax Consulting, LLC is a woman-owned consulting firm headquartered in Providence, RI. Our core competency is the provision of high level ma... read more »  

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Abraham C. Yu
President

Abraham C. Yu

Firm: China Business & Legal Services, Inc.
Practice Areas: EB-5 Project Research, Due Diligence & Analysis
Languages spoken: English, Spanish, Chinese (Mandarin), Portuguese, Urdu, Farsi, Cantonese

Expertise focusing on EB-5 and all US immigration related matters and all China business and legal services. read more »  

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Lisa Atkins
Attorney

Lisa Atkins

Firm: USAdvisors.org

Lisa is an attorney who is responsible for USAdvisors Question & Answers and Resources section. read more »  

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Mark Sarchet
ASA, Valuation Expert

Mark Sarchet

Practice Areas: Financial Analysis, Business Valuation, Securities, Tax & Financial Valuation
Languages spoken: English

Mark Sarchet provides valuation services for financial and tax reporting, and internal planning purposes, focusing primarily on high technology ind... read more »  

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Kevin Van Dyke
Accounting & Credit Analyst

Kevin Van Dyke

Firm: USAdvisors.org

Kevin is the President of VanDyke Norman Insurance. He is a Florida native, born in Miami and raised in Ft. Lauderdale. He is 42 years old. He atte... read more »  

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Beth Hurst
Valuation Expert

Beth Hurst

Firm: Hurst Valuation Advisors
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Business Valuation, Securities, Tax & Financial Valuation
Languages spoken: English
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Shane Dizon
Kauffman Legal Research Fellow

Shane Dizon

Firm: New York University School of Law

 I am a legal scholar exploring the connections between immigration law and entrepreneurship. My research is on issue of immigration program d... read more »  

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Roberto Castro
JD, MST, MBA, AVA

Roberto Castro

Firm: Wasatch Business Valuation and M & A Consultants, LLC
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Business Plan Development, Mathematical Financial Analysis, Economist, Business Valuation, Securities, Tax & Financial Valuation
Languages spoken: English, Spanish

Wasatch Business Valuation and M & A Consultants, LLC provides comprehensive business valuation and litigation support services, as well as M &... read more »  

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Alexander Aginsky

Alexander Aginsky

Firm: Aginsky Consulting Group
Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Business Plan Development, Economist, Business Valuation, Business Valuation Specialist, Mergers & Acquisitions
Languages spoken: English, Spanish, French, Russian, Chinese (Mandarin), Portuguese, Korean, Vietnamese, Ukrainian, Hindi

ACG is a boutique business advisory and investment-consulting headquartered in Portland, Oregon, US. We have developed a comprehensive program for ... read more »  

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Bill Yates
Attorney

Bill Yates

Firm: W R Yates & Associates
Practice Areas: National Security Consulting , Immigration Consulting
Languages spoken: English

W R Yates & Associates Attorney in Stevensville, MD is a private company categorized under Immigration and Naturalization Consultants. Ou... read more »  

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Morrie Berez
EB-5 Project Consultant

Morrie Berez

Firm: Morrie Berez Consulting
Practice Areas: National Security Consulting , Immigration Consulting
Languages spoken: English

Morrie Berez , Consultant & Former USCIS Program Manager for the EB-5 Immigrant Investor Program read more »  

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Dr. Scott W. Barnhart
Economist

Dr. Scott W. Barnhart

Firm: Florida Atlantic Univeristy and Barnhart Economic Services, LLC
Practice Areas: Financial Analysis, Economist
Languages spoken: English
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Shelby Scarbrough
President

Shelby Scarbrough

Firm: Conexus Global Services
Practice Areas: Business Plan Development
Languages spoken: English
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Yuzhou (Echo) Wu
Advisor

Yuzhou (Echo) Wu

Practice Areas: EB-5 Project Research, Due Diligence & Analysis, Financial Analysis, Business Plan Development, Business Valuation
Languages spoken: English, Chinese (Mandarin)
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