On the move: Brady Martz CEO to retire

February 23, 2024 12:07 PM

Grimbleby Coleman launches new wealth management division; HHM CPAs hires three senior managers; and more news from around the profession.

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.

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

Ralph Cardillo

Brian Bouman/Memory Creations Photography

Ralph Cardillo of Cardillo & Co. was hired as a director on the tax team at RRBB Advisors at RRBB, Somerset, along with Maria Martinez, operational assistant with Cardillo & Co.

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

Todd Van Dusen

Todd Van Dusen, CEO at Brady Martz & Associates, announced his intention to retire in 2024 and Stacy DuToit, current chief operating officer, was elected to serve as the next CEO, effective Oct. 1, 2024. Van Dusen joined Brady Martz in January 1989 as an intern.

PENNSYLVANIA

Scott Burky

Scott Burky was hired as a business development manager at RKL, Lancaster.

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

Steven Ramsey

HHM CPAs hired as senior managers: Steven Ramsey and Susan Jeffrey in the Chattanooga office, and Mark Grochau in the Memphis office.

TEXAS

Brad Esporrin

Brad Esporrin was hired as a partner in investment fund tax services at Weaver, Houston.

VIRGINIA

Nishaad Ruparel joined the executive team at Ascend, Arlington, as the company's president.