John J. Mezzanotte

About John

John J. Mezzanotte is the Firm’s office managing partner in Greenwich, Connecticut, and is a member of the High Net Worth/Family Office, Alternative Investment and Real Estate industry groups. He offers more than 35 years of diverse tax experience serving closely held and start-up companies and their owners in a variety of industries. Mr. Mezzanotte regularly advises companies seeking their next round of capital investment, bank financing and exit strategies.

Mr. Mezzanotte has authored numerous financial and market feasibility studies for large international development projects as well as new business ventures seeking capital. Additionally, he has been an invited speaker, panelist, and moderator at numerous tax, private equity, real estate, health care and hospitality forums.

Mr. Mezzanotte held executive-level positions in finance as chief financial officer, and principal of a boutique investment banking firm, and related SBIC.

Professional & Civic Affiliations

• American Institute of Certified Public Accountants (AICPA)
• Connecticut Society of Certified Public Accountants (CTCPA):
  
  • Educational Trust Fund Trustee, Treasurer (former)
  • Steering Committee
• Marcum Foundation, Board of Directors
• Marcum Foundation, New England Regional Board member
• Southern Connecticut State University:
  
  • Advisory Council Member, School of Business
  • Board of Directors & Chair and former Audit Chair, SCSU Foundation
• Connecticut Estate Planning Council, Member
• Landmark Angel Forum

Articles, Seminars & Presentations

• “A Stamford Opportunity Like No Other”, Opportunity Zones with Julie Jason, April 2018
• “Here’s Where All The Deductions Have Gone,” Financial Advisor, March 2018
• “CPA tell Advisors How to Save Clients Taxes on 401(k) RMDs,” Financial Advisor, October 2017
• “Top 8 Pharma Companies that Paid the Least in Taxes and How They Will Fare Under Trump,” Biospace.com, November 2016
• “Connecticut Tax Agency Keeps Close Watch on State’s Super-Rich,” Associated Press, February 2015
• Landmark Angel Forum
  
  • Family Office & Alternative Assets, May 2019 (moderator)
  • Investing in Venture & Other Alternatives, May 2019 (moderator)
  • Opportunity Zones: An abbreviated Overview, February 2019 (speaker)
  • Charitable Giving and the Compliance Related Thereto, May 2018 (speaker)  Fintech, June 2018 (Moderator)
  • Venture Investments—What to look for in 2017, January 2017
  • Critical Vantage points for Family Offices, May 2017
  • Building Diversification Among Investments in the Alternative Asset Classes & Creating an Index, May 2016
  • Family Office Investment Strategy, November 2016
  • Investing for Cures 2016: Philanthropies & Foundations – Closer to the Cure?
• Industry Expert Panel Discussions:
  
  • Private Equity & Hedge Funds at the Intersection of Yield & Equity, June 2016
  • How to Prepare for a Capital Raise, October 2016
  • The Life Cycle of a Private Equity Investment for the Private Investor, March 2016
  • “The Use of Earn-outs in to Bridge Valuation Gaps,” Association for Corporate Growth, June 2015