Ivy Wan-Beltejar, ASA, CFA  

Director

Rochester

Ivy’s extensive experience includes the valuations of a variety of debt and fixed income securities, real estate, derivative instruments, intangible assets, and equity interests across a variety of industries and global locations. In addition, Ivy has valued a wide variety of privately held companies for transactions, estate and gift tax reporting, ESOP transactions, financial reporting, and general corporate planning purposes.

We Strive To Provide The Best Service In The Industry​​

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