Grimbleby Coleman launches new wealth management division; HHM CPAs hires three senior managers; and more news from around the profession.
On the move: Brady Martz CEO to retire
February 23, 2024 12:07 PM
CALIFORNIA
Grimbleby Coleman Advisors & Accountants, Modesto, launched a new wealth management division, GC Wealth Advisors, which will provide clients with financial planning and wealth management solutions through a collaboration with private wealth advisors Jason Rankin, Adam Tirapelle and Kyle Trippel.
CANADA
Danielle Supkis Cheek was appointed vice president, head of analytics and AI, at CaseWare International, Toronto.
Fortin Gaignard Groupe Conseil, Québec, became a member firm of Andersen Global.
Fortin Gaignard Groupe Conseil, Québec, became a member firm of Andersen Global.
GEORGIA
Hancock Askew & Co., Savannah, received an accreditation as a Certification Body for ISO 27001, a globally recognized standard for Information Security Management Systems.
MASSACHUSETTS
John Ead, leader in the audit and assurance service line, was promoted to partner at LGA, Woburn.
NEW HAMPSHIRE
Brianna Sawyer, associate at Nathan Wechsler & Co., obtained her CPA license.
NEW JERSEY
Brian Bouman/Memory Creations Photography
NEW YORK
CohnReznick, New York, was recognized by The M&A Advisor with the Sec. 363 Sale of the Year Award ($10 million – $50 million category) for its advisory work in the restructuring and sale of Winc Inc., a wine club, wholesaler and online retailer.
NORTH DAKOTA
PENNSYLVANIA
Luke Ratke was named the new market managing partner in Pittsburgh at Grant Thornton, succeeding Jamie Sybert.
Mitch Gerstein, a senior tax advisor at Isdaner & Co., Bala Cynwyd, was appointed to be a member of the Taxpayer Advocacy Panel.
TENNESSEE
TEXAS
VIRGINIA
Nishaad Ruparel joined the executive team at Ascend, Arlington, as the company's president.
