Your RAS team


Bob Rinaldi, CLFP

Rinaldi Advisory Services


  • Confidential CEO Resource
  • Expert Witness
  • Strategic Planning
  • Buy Side Advisory
  • Starting & Scaling Business
  • Due Diligence Services
  • M&A Advisory
Full Bio

Harry Kaplun

Rinaldi Advisory Services


  • Strategic Planning
  • Organization Structure
  • Profitability Maximization
  • Business Development
Full Bio

Chris Chiappetta

Rinaldi Advisory Services


  • Strategic Planning
  • Organization Structure
  • Profitability Maximization
  • Business Development
Full Bio

Brett Davis

Rinaldi Advisory Services


  • OEM Captive & Vendor programs
  • Equipment Dealer Development
  • Finance and Insurance for Equipment Dealers
  • Strategic Planning
  • Compliance
  • Organizational Development / Structure
  • M&A Advisory
Full Bio

Sudhir P. Amembal

Rinaldi Advisory Services


  • Professional Development
  • Equipment Leasing Education
  • In-house & virtual seminars
  • Consultancy
  • Curriculum development
Full Bio

The Strategic Alliance


The Strategic Alliance is made up of independent advisors from Rinaldi Advisory Services and its peers. Each firm has experts steeped in their specific disciplines within equipment finance, and is regarded as a thought leader in the industry due to their knowledge, experience, and networks.

Through our firms collaboration, our clients benefit from having a variety of talents available under one roof, covering the spectrum of expertise required in the multidisciplinary business that is equipment finance today. Clients can work with a single firm on a subject matter specific to their specialty, or they can work with two or more firms on projects requiring a broader scope. If a client needs change, bringing in new advisors is a seamless process—we work collaboratively, always synchronized in a constant state of readiness, no matter the need or scope.

Jon Gerson

Executive Solutions for Leasing & Finance, Inc.


  • Multi Level Executive Search
  • Role & Job Description Development
  • Interview Process Review & Reformulation
  • Talent Retention Advisory
  • Talent Development & Succession Planning
Full Bio

Tom Ware

Tom Ware Advisory Services, LLC


  • Credit Scoring, Decisioning, & Pricing
  • Risk Management
  • Portfolio Management & Analytics
  • Automation & Operations
Full Bio

Michael Varney

MAI Technology Solutions, LLC.


  • Technology Strategy Alignment
  • Platform Modernization
  • Data and Analytics Strategy
  • Project Leadership
  • Value Creation
  • UI/UX Design and Optimization
  • Tech ROI Optimization
  • Digital Sales Channel Optimization
  • Next Generation Customer Acquisition Strategy
Full Bio

Ready to discuss how the value of our experience can add to your leadership team?