People on the move: Armanino promotes five to partner

Published
  • January 27 2017, 12:44pm EST

A roundup of recent hires, promotions, and other personnel news from firms across the country, plus Berdon appoints COO, CBM hires first marketing and biz dev director Joe Kovacs, and more

ALABAMA

Warren Averett Certified Public Accountants and Advisors, Birmingham, announced the promotions of 10 people to members of the firm: James Cason, Paul Perry, Megan Randolph, Chris Reyer and Chris Smith in Brimingham; David Crabtree in Atlanta; Mark Hestla in Cullman; Derek Johnson in Tampa; Ross LeBlanc in Fort Walton Beach; and Joseph McNair in Pensacola.

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CALIFORNIA

Haskell & White, Irvine, promoted two employees in the tax department and three in the audit and business advisory services department. Gordon Cope was promoted to tax manager, Kellie Kremer was promoted to audit manager, Thomas Kenaya was promoted to audit manager, Rachel Nguyen was promoted to tax in-charge associate, and Josiah Vander Poorten was promoted to audit in-charge associate.

Armanino, San Ramon, promoted five professionals to partner: audit partner Michael Boulton, who has 10 years of public accounting experience, in the San Jose office; audit partner Stacie Kowalczyk, with 12 years of audit experience, in the San Francisco office; tax partner Tony Lam, a 10-year veteran in tax planning, in San Ramon; tax partner Min Riblett, with 10 years of experience in specialty tax planning, consulting and compliance, in San Ramon; and tax partner Sergio Salas, with more than 17 years of experience, in the Los Angeles office.

GEORGIA

Orlow Medwin Walstad III was promoted to partner of BT Wealth Management LLC, Atlanta, where he has served as a wealth advisor since 2015.

ILLINOIS

Kyle Vroegh, CPA at Porte Brown, Elk Grove Village, has earned his CCIFP (Certified Construction Industry Financial Professional) designation.

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INDIANA

Somerset CPAs, Indianapolis, announced six promotions. The firm promoted three professionals to principals: Mandi Clossey, of the health care team, who has been with the firm since 2005; Mack Doyle of the outsourced accounting solutions team; and Jane Saxon, of the dealership team. Somerset also announced three promotions to senior management: Kimberly Dollin, of the assurance team; Jennifer Ray, who focuses on tax compliance and planning; and Sean Rizer, of the assurance, construction and architects and engineers team.

Shelley Mattaliano and Jason Twomey were promoted to partners of BGBC. Mattaliano, who leads the firm’s assurance services, joined BGBC in 2002. Twomey joined the firm in 2000 in the accounting and business advisory services department.

LONDON

Bob Laux was appointed North American lead of the International Integrated Reporting Council. Previously, Laux led the Treasury Controller Group at Microsoft.

MARYLAND

Andrea Gianni was admitted into the partnership of Buchbinder Tunick & Company, Bethesda. Gianni provides financial statement audits, reviews and employee benefit plan audits and consulting to nonprofit and commercial businesses.

Joe Kovacs was hired as the first marketing and business development director of Councilor, Buchanan & Mitchell, Bethesda and Washington, D.C.

Diana Contreras-Ventour, administrative assistant at DeLeon & Stang CPAs and Advisors, Gaithersburg, passed the aPHR exam and is now an associate professional in human resources.

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MISSOURI

Jennifer Katrulya, practice leader of MarksNelson’s accounting services department, has been named chapter chair for the Kansas City region of the Women Presidents’ Organization, a peer advisory organization connecting women who own multi-million dollar companies to collaborate and strategize. MarksNelson, Kansas City, also announced 15 promotions: Lisa Alden to supervisor in the assurance and business advisory department, Daniel Baird to senior staff accountant in the assurance and business advisory services department, Cassandra Bott to senior staff in accountant accounting services, Emily Hanover to senior staff accountant in tax, Jack Maier as manager in assurance and business advisory, Chris Mattix as supervisor in specialty services, Wil Oden as senior staff accountant in assurance and business advisory, Tim Penland as supervisor in assurance and business advisory, John Riffel to senior staff accountant in assurance and business advisory, Heather Shearer as senior staff accountant in tax, David Stevenson to senior staff accountant in tax, Jake Thomas as supervisor in assurance and business advisory, Dan Van Dyke to supervisor in assurance and business advisory, Allison Vaughan to senior staff accountant in assurance and business advisory, and Shannon Wolcott to manager in the tax department.

KPM CPAs & Advisors, Springfield, announced three new hires: Erin Norris as manager, Carrena Wagner as staff accountant, and Jordan Lewis as staff accountant.

NEW YORK

James Evans was named managing director and national practice leader of the insurance advisory services practice of BDO Consulting, New York City. George Rudoy was named managing director in the forensic technology services practice of BDO Consulting, New York City.

Rebecca Goodman-Stephens was appointed chief operating officer of Berdon, New York City. She brings more than 15 years of experience in the areas of governance, strategy, operations and organization, communications, coaching, change management and clinical psychology. At Berdon, she will work with senior management, the executive committee and administrative leaders on strategy, operations and organization.

Mark Gilbert, founder and CEO of MBS Accounting Technology & Advisory Firm, New York City, was inducted into XPAC (Xero Partner Advisory Council), an exclusive, global council for accounting professionals in Xero’s partner community.

The Bonadio Group, Rochester, promoted nine employees to partner and one to executive vice president in four New York offices. In Albany, principal Richard Bigham was promoted to partner in the firm’s commercial division and principal Kenneth McGivney was promoted to partner in the firm’s healthcare/tax –exempt division. In Buffalo, Lauren Miller was appointed executive vice president, leading the firm’s cross border tax group, and Justin Reid was named partner in the healthcare/tax-exempt division. In Rochester, principal Aaron Kofira was promoted to partner in the firm’s professional excellence division, principal Jonathan Miller was promoted to partner in the firm’s healthcare/tax-exempt division, principal Joseph Peplin was promoted to partner in the firm’s tax-exempt division, and Terrence Phillips was promoted to partner for the healthcare/tax-exempt division. In Syracuse, Diana Kanfer and Todd Klaben were named partners for the firm’s small business advisory division.

The American Institute of CPAs announced that 94 accounting students from across the U.S. were awarded the AICPA Scholarship for Minority Accounting Students for the 2016-17 academic year. (Read the full story.)

Alvarez & Marsal promoted 36 professionals from around the world to the position of managing director: Traci McCready in Houston; Brian Smith in New York; Helen Van Ness in New York; Karen Engstrom in Phoenix; Janice DiMaria in Philadelphia; Anthony Gibbs in Chicago; Patrick O’Brien in Houston; Michael Hudlow in Tampa; Mike Darland in Boston; Erin Covington in Washington, D.C.; Darrick Martin in San Francisco; Mark Rajcevich in Chicago; Vicky Castro in Miami; Deanna Trapp in Chicago; Andrew Carroll in Boston; Kevin Karl in New York; Jay Moody in Atlanta; Casper de Bruyn in Amsterdam; David Dutt in London; Davin Teo in Hong Kong; Dhruv Sarda in London; Floris Iking in Mexico City; Gabriele Questa in London; James Daniell in Dubai; John Keen in London; Marcos Haaland in Sao Paulo; Matt Baird in London; Peter Platsch in Frankfurt; Richard Bibby in London; Rodrigo Mattos in Rio de Janeiro; Rudolf Thomeer in Amsterdam; Steffen Kronerin Munich; Sylwia Raczynska in Warsaw; Thomas Dillenseger in Hong Kong; Thomas Queda in Munich; and William Jenkins in London.

OHIO

Henry Gingerich and Dennis Dlugosz were promoted to equity directors of Corrigan Krause CPAs, Westlake.

Judy Mehalic was hired as an associate at Walthall CPAs, Cleveland, and Dustin Canterbury was hired as an associate in the firm’s Wooster office.

Barnes Dennig, Cincinnati, appointed seven new directors: Scott Cress in the tax, valuation and M&A practices, Patrick Frambes in nonprofit entities, Eric Goodman in assurance services and employee benefit plan audits, Ellen Juram in corporate and international tax, Robert Ramsay in IT controls, SOC reports and IT security, Reid Schlotterbeck in tax and financial management services, and M. Linda Weigand in corporate and international tax.

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PENNSYLVANIA

Lauren Washington has been hired as a staff accountant in the audit services department of Dunlap & Associates, Chalfont. Timothy Seese was hired as a staff accountant in the accounting services department of Dunlap & Associates.

Edward Phillips, partner in the bankruptcy and restructuring group of EisnerAmper, was elected president of the Philadelphia chapter of the Turnaround Management Association, where he will serve a two-year term.

Smith Elliott Kearns & Company announced seven promotions: Charles Sabol to senior associate in Camp Hill; Justin Keech to senior associate in Carlisle; Ryan Leppo, Robert Greening and Mandy Walls to senior associates in Chambersburg; and Whitley Gladfelter and Victoria Ohm to senior associate.

TEXAS

Michael Nuckles has joined Andersen Tax, Houston, as a director in the alternative investment funds group.

Richard Agee was hired as area director for the San Antonio office of Briggs & Veselka.

VIRGINIA

Eric Godfrey was appointed senior accountant at Mitchell, Wiggins & Company, Richmond, and Nathanael Arbour was hired as a staff accountant by the firm.