People on the move: EY anoints two California MPs

Published
  • April 07 2017, 12:11pm EDT

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MSCPA names new executive director; K-Coe Isom promotes three to partnership and a trio to principal; and other recent hires, promotions and personnel news from firms across the country.

CALIFORNIA

Janet Anderson was promoted to senior tax manager in the tax services department of HMWC CPAs & Business Advisors, Tustin.

Nate Collins was hired as a consulting partner to lead the CFO advisory services practice of Armanino, San Ramon.

Joe Muscat was appointed to managing partner in the Redwood Shores office and Ibi Krukrubo to managing partner in the San Jose office of Ernst & Young. Muscat, a former west growth markets leader and an assurance partner who has been with the firm for almost 30 years, succeeds Dianne Glynn, who will resume a full-time client focus serving a growing roster of tech-enabled emerging companies. Krukrubo, an assurance partner, succeeds Kailesh Karavadra, who will transition into a role as the firm’s west growth markets leader with a refined focus on taking companies public and recognizing leaders through the Entrepreneur Of The Year program.

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COLORADO

K-Coe Isom, Loveland, welcomed three people into the partnership and promoted three to principal. New to the partnership are: Shellee Callahan, tax functional champion, in the Salina, Kan., office; Peter Martin, strategic finance and growth consultant in both the Loveland and California offices; and Shasta Weatherman, business advisor and leader of the firm’s construction, real estate, architects and engineers practice, in the Salina, Kan., office. Promoted to principal were: Emily Johannes, leader of the firm’s sustainability practice and ResourceMax service, based in Washington, D.C.; Chris Pfannenstiel, who provides specialized tax financial and real estate agricultural producers in Kansas, Oklahoma and the Corn Belt, and is based in Pratt, Kan.; and Jenette Vanella, who guides agricultural growers, producers, processors and retailers through tax planning and credits and is based in Chico, Calif.

GEORGIA

Vijay Vaswani was named managing director of the transaction advisory services practice of Bennett Thrasher, Atlanta.

MAINE

Dayton Benway, member of the national Healthcare Financial Management Association’s chapter advancement team, was promoted to director of the healthcare consulting practice at Baker Newman Noyes, Portland.

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MONTANA

Allen Lloyd was named executive director of the Montana Society of CPAs, Helena, to succeed current executive director Jane Egan, who is retiring after 17 years.

NEW JERSEY

Matt Basilo, senior marketing coordinator at WithumSmith+Brown, Morristown, was nominated for the annual Man of the Year honor by the Leukemia & Lymphoma Society’s New Jersey Chapter. Candidates across the country compete for 10 weeks to raise the most funds earmarked to combat blood cancer, with candidates and their campaign teams judged solely on their success in raising money. Those total funds count as points for the national title, to be announced next summer.

Ralph Albert Thomas, CEO and executive director of the New Jersey Society of CPAs, was selected for the President’s Award for Leadership and Excellence from the National Association of Black Accountants, New York chapter. Thomas will be presented with the award at NABA’s 37th annual awards gala June 1 at Chelsea Piers in New York.

Richard Higgins was hired as a staff accountant at McCarthy & Co., Beachwood.

NEW YORK

Megan Morris, Kevin Smeader and Angela Vacanti were promoted to senior accountants in the tax department of Lumsden & McCormick, Buffalo.

Claudio Diaz was named chief human capital officer at Marcum, New York.

Steven Melnik, director of the graduate and undergraduate tax programs at Baruch College’s Zicklin School of Business, is joining the American Institute of CPAs’ Personal Financial Planning Executive committee.

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OHIO

Julie DiFrancesco was named principal on the reimbursement team of Blue & Co., Columbus.

PENNSYLVANIA

Keith Kushin was appointed corporate finance principal in the transaction services advisory practice of Grant Thornton, Philadelphia.

McCarthy & Co. announced several promotions and new hires in the Lafayette Hill office: Matthew Boland was promoted to director of accounting and assurance; Kyrstin Mackrides was promoted to senior staff accountant; Michael Sexton was hired as director of tax services; and Andrew Racobaldo was hired as a staff accountant.

Carnegie Mellon University’s Finance Club at the H. John Heinz III College of Information Systems and Public Policy hosted Kimberly Ellison-Taylor, American Institute of CPAs chair and Heinz College alumna, along with several accounting professionals and a sold-out crowd of registrants, on campus March 31. Ellison-Taylor was joined by Lisa Myers, president of the Pennsylvania Institute of CPAs and PICPA CEO Michael Colgan to speak about accounting industry trends related to technology and women in business. The university also presented Ellison-Taylor with the Heinz Finance Club's Distinguished Alumna award. Ellison-Taylor, global accounting strategy director for Oracle, was also the first African American female chair of the AICPA.

SOUTH CAROLINA

Tony Perricelli, member of tax and advisory services at Scott and Company, Columbia, was elected to the board of directors of the South Carolina Restaurant and Lodging Association.

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TEXAS

Adam Dimmick, shareholder and head of the construction practice at Briggs & Veselka Co. CPAs, Houston, assumed a position on the board of the Houston chapter of the Construction Financial Management Association.

David Grossman, COO and shareholder at GBH CPAs, Houston, was appointed to the Center for Audit Quality’s Smaller Firm Task Force.

William Vespe, recently president from 2009 to 2017, was named owner of BCS ProSoft, San Antonio, taking over for founder and CEO Clark Haley.

WASHINGTON

Justin Fisher was named the new industry group leader for the private clients practice at Moss Adams, Seattle.

WASHINGTON, D.C.

Jane Cobb, who recently served as senior director of public policy and strategic operations at the Center for Audit Quality, was named executive director of the Securities and Exchange Commission Historical Society’s Board of Trustees. She will succeed Carla Rosati, the society’s founding executive director, who left the society March 31.

Laurie Dicker was appointed managing director of the U.S. national tax office of Andersen Tax, Washington, D.C.