GBQ Capital Advisors is proud to announce that Kelly Noll, CFA, Managing Director, Valuation & ESOP Advisory, has been elected to the Board of Directors of the CFA Society Columbus. This appointment reflects her deep expertise and commitment to advancing the valuation and investment advisory profession.
With nearly twenty years of experience, Kelly has led hundreds of valuation engagements involving businesses, business interests, and intangible assets for both privately held and publicly traded companies. Her work spans a wide range of industries, with a focus on companies generating between $20 million and $500 million in revenue. These valuations often support equity transfers or contemplated transfers for purposes including: succession planning, estate and gift taxation, ESOP feasibility and compliance, M&A transactions, and financial reporting.
“Kelly’s appointment is a well-deserved recognition by one of the most respected organizations in the valuation and investment community,” said Brian Bornino, CPA/ABV, CFA, CBA, Executive Director of GBQ Capital Advisors. “Her broad knowledge in the field, strategic perspective, and dedication to professional excellence will bring tremendous value to the CFA Society Columbus Board.”
About the CFA Institute & CFA Society Columbus
The CFA Society Columbus, founded in 1962, is a local member society of the CFA Institute, the global association of investment professionals known for setting the standard in professional excellence and ethical practices in financial and investment markets. With more than 400 members, the CFA Society represents investment professionals across Central Ohio and provides a collaborative forum for sharing insights, hosting educational events, and advancing knowledge in the securities markets.
About GBQ Capital Advisors – Valuation & ESOP Advisory
GBQ Capital Advisors is nationally recognized and is among the fastest-growing valuation advisory practices in the country. We perform hundreds of valuations annually for clients nationwide, ranging from large international publicly-traded companies to small family-owned businesses. We specialize in the valuation of businesses, business interests, intangible assets, and complex financial instruments in the context of transaction advisory, ESOPs, estate and gift planning, shareholder transactions and buy-sell agreements, equity-based compensation, financial reporting, and various other corporate-related matters. For more information, visit www.gbq.com.
About GBQ
At GBQ, our purpose is clear: we empower growth; growth of our people, our communities, and our clients’ businesses. A top tax, accounting, and consulting firm for 70 years, we’re driven by the outcomes that we know can change the lives of those we work with and for. We’ve learned that this is what matters most to our stakeholders. It is this purpose that drives and inspires us every day. It’s why we exist. Visit GBQ online at www.gbq.com, follow us on LinkedIn and Instagram.