On the move: CRI launches capital markets practice

February 27, 2026 10:31 AM

HCJ CPAs adds partner; pair of CohnReznick leaders recognized on local lists; and more news from across the profession.

ARKANSAS

Aaron Beard was promoted to partner at HCJ CPAs & Advisors, Little Rock.

FLORIDA

Teri Kaye, partner and South Florida tax practice leader at CohnReznick, Miami, was named to the Women We Admire's Top 50 Women Leaders of Miami for 2026.

ILLINOIS

James Alex was appointed U.S. public policy and government affairs leader at RSM, Chicago.

MARYLAND

Lucas Matesa, office managing partner at CohnReznick, Baltimore, was named to the Baltimore Business Journal's PowerShift 2026 list, which highlights new CEOs and top executives making a significant impact in the Baltimore region.

NEW JERSEY

Alberto Sinesi was promoted to partner at PKF Investment Banking, Woodcliff Lake, a subsidiary of PKF O'Connor Davies Advisory.

NEW YORK

Carr, Riggs & Ingram launched a capital markets practice focused on IPO readiness, SEC reporting, PCAOB-compliant audit, and private equity accounting and advisory services for small-cap and middle-market companies. Brent Leslie was named partner-in-charge of the practice, which is based in New York City and Palm Beach Gardens, Florida, while Michael Corkery, Elizabeth Marks and Joshua Hallett joined as partners and Jim Duffy oversees business development.

Jarrett Bluth was appointed office managing partner for the New York City office at CohnReznick, succeeding Jay Levy, who is retiring after seven years in the role.

PENNSYLVANIA

Darrell Smalley

Darrell Smalley, office managing partner at EY, Pittsburgh, was recognized in the Pittsburgh Business Times' Power 100, an annual listing of the most influential business leaders in the region.

Brown Plus, Camp Hill, Hanover, was ranked No. 13 on the list of the Best Remote and Hybrid Workplaces in America in 2026 in the small/medium employer category by Best Companies Group.

TEXAS

The University of Texas at Austin's McCombs School of Business announced a foundational gift from alum Jon Shulkin, co-president and a partner of Valor Equity Partners, to name the Jonathan K. Shulkin Department of Accounting.

WASHINGTON, D.C.

Daniel Leal-Olivas/AFP/Getty Images

Mark Roman was named deputy managing principal of the tax policy group in the Washington national tax practice at Deloitte. Roman previously served as staff director for the House Ways and Means Committee.

The gathering of these announcements was assisted by AI.