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Career moves

On the move: Nathan Wechsler names next managing director

By Danielle Lee
June 30, 2023 1:38 PM

Cherry Bekaert launches a charitable foundation; ConvergenceCoaching announces 2022-23 Spring Transformational Leadership Program graduates; and more news from around the profession. 

CALIFORNIA

Kim McCormick, audit partner and Bay Area not-for-profit practice leader at Grant Thornton, San Jose, was named one of the Silicon Valley Business Journal's 2023 Women of Influence.

GEORGIA

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Carlton Hodges
Carlton Hodges, partner at Caines, Hodges & Co., Atlanta, was elected chair of the Georgia Society of CPAs Board of Directors for the 2023-24 fiscal year.

NEBRASKA

ConvergenceCoaching, Bellevue, announced its 2022-23 Spring Transformational Leadership Program graduating class: Amanda Dearing, senior manager, Brown Edwards & Co.; Bill Taylor, director, KBKG; Chad Smith, senior manager, Lance, Soll & Lunghard; Cody Newport, senior manager, Kruggel Lawton CPAs; Craig Daniels, audit senior manager, Brown Edwards & Co.; Diane Payne, partner, MBE CPAs; Doug Muth, partner, Lumsden & McCormick; Elad Menna, senior manager - Audit, GHJ; Elainie Turner, senior tax manager, LattaHarris; Emily Arrigo, audit manager, HBE; Heather Branham, senior audit manager, Weinstein Spira; Jeff Olsen, partner, Stephens & Co.; Joei Tieman, senior manager, Ketel Thorstenson; Kate Leichtey, tax partner, Kruggel Lawton CPAs; Katherine Chung, tax partner, Weiss & Co.; Kera Haas, principal, Spoor Bunch Franz; Megan Worth, senior tax manager, Smith + Howard; Michael Mezzo, principal, WilkinGuttenplan; Mike Molzen, principal, LattaHarris; Nathan Potter, director, KSM CPAs & Advisors; Nicole Davis, tax senior manager, Smith + Howard; Paul Fox, partner, Stephens & Co.; Phil Oman, manager, HBE; Robert Starink, manager, WilkinGuttenplan; Staci Engelbrecht, operations manager, Huberty; and Valerie Thorpe, A&A manager, WilkinGuttenplan.

NEW HAMPSHIRE

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Kelli D'Amore
Kelli D'Amore was named the new managing director at Regional Leader Nathan Wechsler & Co., Concord, where she has worked since 1999. She is succeeding Oreste "Rusty" Mosca, who has served as the firm's managing director since 2014.  

NEW JERSEY

Withum's building in Princeton, N.J.
Withum building in Princeton, N.J.
Courtesy of WithumSmith+Brown
Withum, Princeton, named 19 new partners to its 2023 class; see the list here. 

NEW YORK

Pamela Dennett was hired as a tax partner in the private client services group and John Clausen as a tax partner in the SALT group at EisnerAmper, New York. 

Melissa Gonzalez was hired as a partner on the trust and estate and private client services team at Grassi, Jericho. 

Danielle D'Aloia was hired as a partner in the financial services practice of CohnReznick, New York. 

NORTH CAROLINA

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Geni Whitehouse
Geni Whitehouse was appointed president of the Information Technology Alliance, Raleigh, effective Aug. 1, 2023. (Read the full story.)

Cherry Bekaert, Raleigh, launched the Cherry Bekaert Foundation, a 501(c)(3) volunteer-based, employee-led philanthropic organization to which the firm partners have pledged over $1 million.

OHIO

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Melissa Dunham
Melissa Dunham and James Skakun were promoted to partner at Bober Markey Fedorovich, Akron. 

Joe Brown was appointed managing director of operational excellence at Clark Schaefer Consulting, Cincinnati, a division of Clark Schaefer Hackett.

PENNSYLVANIA

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Allison Wilson
Allison Wilson and Scott Koman, managers at Boyer & Ritter, Camp Hill, graduated from two separate leadership programs, Leadership Cumberland and Leadership Harrisburg Area, Community Leadership Series, respectively. 

TEXAS

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Coleman Rowland
Gittings Photography
Coleman Rowland, managing director at Forvis, Houston, was named the new leader of its national energy and natural resources practice, succeeding Brian Matlock in the role, following his appointment as managing partner of the firm's newly opened South Florida office.

VIRGINIA

Ascend, an Alexandria-based a private-equity backed platform for entrepreneurial CPA firms, unveiled a new website at ascendtogether.com.

WASHINGTON

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Sooraj Sall
TIFFANNY BROOKS
Sooraj Sall, business advisory manager at VSH CPAs, Bellingham, obtained the certified valuation analyst designation through the National Association of Certified Valuators and Analysts.
Danielle Lee
Managing Editor, Accounting Today
Career moves Associations Grant Thornton
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