The ESOP Advisory Group of the JPMorgan Chase Commercial Banking Division is dedicated to assisting bankers and their privately held clients evaluate ...
 

President
Anton Lessmeister
Forsythe Solutions Group, Inc.
tlessmeister@forsythe.com

Vice President
Julie Govreau
Morgan, Lewis & Bockius LLP
jgovreau@morganlewis.com

Vice President
Art Miller
Holden Industries, Inc.
amiller@holdenindustriesinc.com

Vice President
Mickie Murphy
Clifton Gunderson Financial Services
mickie.murphy@cliftonfinancial.com

Vice President
David Solomon
Levenfeld Pearlstein
dsolomon@lplegal.com
www.lplegal.com 

Chapter Administrator
Donna Walseth
Walseth Management LLC
dwalseth@esopexec.org
www.ilesop.org 

Executive Committee
Willard Muirheid
Hobbico, Inc.
wkm@hobbico.com
www.towerhobbies.com

Scott Szafasz
Bimba Manufacturing
szafaszS@bimba.com

Government Relations

See the following resources from the Government Relations Committee.

Vice President - Legislative

Julie Govreau
Morgan, Lewis & Bockius LLP
77 West Wacker Drive
Chicago, IL  60601-5094
312-324-1186 – phone
312-324-1001 – fax
jgovreau@morganlewis.com

 

Highlights

  • Holden Industries, Inc. Meet with Congressional Representatives (PDF - 221kb )
  • Legislative Success - DOWNLOAD FILE ( PDF - 110kb )
    Chapter members visited Capitol Hill to meet with members of congress and their staff during the Annual ESOP Conference in Washington D.C. the first week of May, 2009. The purpose of the meetings was to talk about ESOPs and to lobby for federal legislation that encourages ESOPs and to prevent changes in tax law that negatively impacts ESOPs.
  • Key Facts About ESOPs - DOWNLOAD FILE ( PDF - 24kb )
    ESOPs are qualified retirement plans invested primarily in the employer’s stock –forming a team of employee owners motivated to build a successful company and create more jobs. ESOPs invest in the longevity of all companies – particularly small businesses – and the future of individual retirement planning and wealth for all employees.
  • ESOP Bill Provision 1612 - DOWNLOAD FILE ( PDF - 20kb )
    ESOP Promotion and Improvement Act of 2009 S. 1612
    Explanation of “Employee Stock Ownership Plan Promotion and Improvement Act of 2009”
  • House Concurrent Resolutions 204 - DOWNLOAD FILE ( PDF - 12kb )
    ESOP Legislative Bulliten - Congressman Hinchey Introduces House Concurrent Resolution
    Expressing Continued Support for ESOPs.

Advocacy

Association Links