People on the move: MWE names next MP in transition plan

Published
  • February 03 2017, 1:56pm EST

A roundup of recent hires, promotions, and other personnel news from firms across the country, plus a new Deloitte Tax chairman and CEO in New York and a dozen newly admitted partners at CohnReznick.

ALABAMA

Paul Evans was appointed client strategist and vice president of business development at Carr, Riggs & Ingram Capital Advisors, Montgomery, a portfolio company of Carr, Riggs & Ingram.

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CALIFORNIA

Singer Lewak appointed three new directors: Amanda Schlank as a director in the audit practice in the Westwood office, Cindy Wiseman as a director in audit in the Silicon Valley office, and Duane Dupree as a director in tax in the Irvine office.

FLORIDA

Viviana Santisteban was hired as the director of human resources at MBAF, Miami.

GEORGIA

Aprio (formerly Habif, Arogeti & Wynne), Atlanta, announced the addition of six new partners: Ori Epstein, partner in technology and biosciences and international services; Lee Fields, partner-in-charge of advisory services; Keith Greenwald, partner-in-charge of private client services; Carli McDonald, partner-in-charge of R&D tax credit services; Cardell McKinstry, partner in transaction advisory services; and Derek Pitts, partner in transaction advisory services.

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INDIANA

Somerset CPAs, Indianapolis, announced new promotions; to senior accountant: Senior Accountant: Bob Akin, Shaun Heinzelman, Megan Holtz, Nathan Newburn, Jade Reinoehl, Jordan Shady, Jordan Sublette and Jakob Wright; to supervisor: Audrie Eckhart and Bobby Ridder. To manager: Brian Franz, Chris Kothe, Craig Todderud and Jackie Verbeten; to senior manager: Kim Dollin, Jenny Ray and Sean Rizer. To principal: Mandi Clossey, Mack Doyle and Jane Saxon; to administrative coordinator, Bonnie Miller; to training and development manager, Hayley Deckard; and to tax processing manager: Amanda Bruce and Nicole James.

IRELAND

Matthew Barneswas named executive principal at Rea & Associates, Dublin.

LONDON

Ian Mackintosh was announced as the next chair of the Corporate Reporting Dialogue. Mackintosh stood down as vice chairman of the International Accounting Standards Board in June 2016 after five years in the role, and has more than 30 years of experience in national and international accounting standard-setting. Ian Mackintosh succeeds Huguette Labelle, former chair of Transparency International, who chaired the Dialogue since its inception in June 2014.

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MARYLAND

Lila Leno was promoted to principal of Calibre CPA Group, Bethesda, where she has been with the audit and accounting department for more than three years.

Hertzbach & Co., Owings Mills, announced four promotions: Michael Stankus to partner, Brian Ray to partner, Brooke Thomas to senior manager, Elizabeth Long to senior manager.

MINNESOTA

Moore Stephens North America announced its board of directors for the 2017 fiscal year. Andy Armanino, managing partner of Armanino, San Francisco, was elected president of the board, replacing Lou Grassi of Grassi & Co., New York City, who will become vice chair. The complete MSNA board of directors also includes: Tom Rosenbach of Beene Garter, Grand Rapids, Mich., as treasurer; Tom Bonadio of the Bonadio Group of Pittsford, N.Y., as a board member; Rick Davis of Elliott Davis Decosimo, Greenville, S.C., as a board member; Mark Fagan of Citrin Cooperman, New York City, as a board member; and Greg Hutchins of HCVT, Los Angeles, as a board member.

MISSOURI

MarksNelson, Kansas City, hired five team members: Beth Van Leeuwen, returning as a manager in the tax department; Rachel Bertelsmeier as a manager in the specialty services department; Austin Gress rejoining as a senior staff accountant in the assurance and business advisory department; Shelby Domann as a staff accountant in the assurance and business advisory department; and Andrew Newkirk as a staff accountant in the assurance and business advisory department and the enterprise resource solutions team.

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NEW JERSEY

Patricia Daquila, senior tax advisor at Lassus Wherley, New Providence, was named one of New Jersey’s 2017 Best 50 Women in Business, honoring New Jersey’s most dynamic women in business as chosen by an independent panel of judges based on their dedication to business growth, professional and personal accomplishments, community involvement and advocacy for women.

NEW YORK

Marian Shaw was promoted to managing director of UHY Advisors, New York, and partner with UHY. Shaw, who has been with the firm for more than 18 years, advises large corporate tax clients and participates in the tax planning and due diligence activities for the firm’s international clients, specializing in Asia.

Draffin & Tucker announced three promotions: In the Albany office, Matt Atkins was promoted to manager and Richard Crum was promoted to senior accountant, both in the firm’s healthcare practice; and in Atlanta, Jake Kitchens was promoted to manager in the healthcare practice.

David Gannon was hired as a partner in the government services division of PKF O’Connor Davies. Gannon has 20 years of experience in the industry and was formerly a partner at a regional firm with offices in New York and New Jersey, where he worked with large public sector clients to implement governmental accounting standards.

Steve Kimble was named chairman and CEO of Deloitte Tax, succeeding Carl Allegretti, who led the tex business for five years and will continue in leadership roles for the U.S. and global marketplace. Kimble most recently led a team of 4,300 professionals in the specialized tax services practice, which includes global employer services, international tax and transfer pricing, mergers and acquisitions, multistate tax services and Washington tax policy. He also served on Deloitte’s board of directors and served large multinational clients in financial services, energy, manufacturing, health care and retail.

Craig Savell was announced as the next managing partner of Margolin, Winer & Evens, New York, where he has been a longtime partner, in a planned transition that has him succeeding Teddy Selinger. Selinger will take on the role of CEO and managing partner in 2017 and Savell will serve as co-managing partner for 2017. In 2018, Savell will assume sole leadership of the firm. An accounting and auditing partner, Savell is a longtime member of the firm’s executive board and chairman of the manufacturing and distribution group. He has been a partner at MWE since 1996.

CohnReznick, New York, appointed 12 professionals to its partnership: Cindy Fang, partner and leader of the firm’s tax credit investment services group based in the Boston office; Henrietta Fuchs, partner and co-leader of the manufacturing and distribution industry practice for the Roseland, N.J., office; Brian Gershen, a partner who works with closely-held businesses in the firm’s Bethesda, Md., office; Shellie Gifford, a partner who provides accounting services for real estate and governmental clients in Atlanta; Ryan Holbert, a partner in the tax practice in the Atlanta office; Jennifer Krahling, a partner and member of the firm’s manufacturing and distribution industry practice in the Eatontown, N.J. office; James LaCroix, a partner and member of the firm’s healthcare industry practice in Hatford, Conn.; Andrew Lines, a principal in CohnReznick Advisory specializing in valuation advisory services in the Chicago office; Rocco Marotti, a partner and member of the firm’s law firm industry practice in the Eatontown office; Pasquale Patrone, a partner and member of the manufacturing and distribution industry practice, retail and consumer products industry practice, and employee benefit plan audit practice in the New York office; Robert Richardt, a partner and member of the financial services industry practice, specializing in the investment management industry, in New York; and Richard Shevak, a principal in the national tax practice who heads the firm’s tax fixed asset and accounting methods practice in the Roseland office.

Oleg Ikhelson was hired as a tax principal at Berdon LLP, New York. Ikhelson has nearly 20 years of experience advising high net-worth individuals and families.

OHIO

Skoda Minotti, Cleveland, announced seven new hires: Callan Ganim as staff accountant in the accounting and auditing department, Christopher Denton as an associate in the risk advisory services group, Noumon Papa as an associate in the risk advisory services group, Kelly Terry as a staff accountant in the tax department, Christopher Mounce as a web developer/graphic designer in the strategic marketing group, and Bernice Juneja and Janice Kuder as administrative assistants.

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PENNSYLVANIA

Brown Schultz Sheridan & Fritz, Camp Hill and Lancaster, announced new promotions: Kevin Kateluzos from senior manager to principal, Jeff Clippinger to senior manager, Matt Fox to senior manager, Adriann Reed to senior manager, Joe Kopchick to manager, Christopher Miller to supervisor, Dana Della Loggia to senior staff accountant, Sarah DiPaola to senior staff accountant, Hayley Dunkel to senior staff accountant, Steven Guenther to senior staff accountant, Spencer Koppenhaver to senior staff accountant, and Chris Wagoner to senior staff accountant.

TENNESSEE

David Crenshaw, CFO of Confirmation.com, was selected as a winner of the Nashville Business Journal 40 Under 40 Award, which recognizes top business and community leaders under the age of 40 who have business acumen, strong community ties and willingness to go the extra mile.

VIRGINIA

John Lainhart was named senior strategist of the cyber risk advisory practice of Grant Thornton, Alexandra.

Kathy Hettick, principal of Hettick Accounting & Tax in Enumclaw, Wash., was appointed as a member of the IRS Advisory Council. Hettick also served as the 2015-16 president of the National Society of Accountants.

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WASHINGTON

Natalie Heitzeberg was named principal at King & Oliason, Seattle. Additionally, the firm promoted Sue Forhan to tax manager, Malaika O’Rourke to tax supervisor and Whitney Pilz to bookkeeper/financial reporting associate.

Moss Adams, Seattle, announced four leadership changes: Tasha Repp was named national practice leader for the firm’s Tribal & Gaming practice, Mark Meier was appointed to lead the Transportation & Logistics practice, Gregg Amend will serve as partner in charge of the firm’s Spokane location, and Ricky Betts was appointed regional managing partner of the central region.

WASHINGTON, D.C.

Tim Helm was named managing director in BDO USA’s greater Washington, D.C., office.