People on the move: SingerLewak, ScottMadden, SAX, BDO appoint partners
January 20, 2017 1:01 PM
Plus seven new supervisors at Smith Elliott Kearns & Co., an AAA Lifetime achievement award recipient, and more
A roundup of recent hires, promotions, and other personnel news from firms across the country.
CALIFORNIA
Linda Coil Dehner joined the partnership of SingerLewak, Los Angeles, with more than 20 years of experience in public accounting and private industry.
Dennis O’Connor topped TaxBuzz.com’s list of the Top 50 Best-Reviewed Tax and Accounting Professionals of 2016, which included 18 CPAs and 23 Enrolled Agents.
Jason Tripp has been appointed chief compliance officer of Sensiba San Filippo Financial Advisers LLC, San Mateo. SSFFA founder Steve San Filippo will serve as an investment advisor for the firm.
Dennis O’Connor topped TaxBuzz.com’s list of the Top 50 Best-Reviewed Tax and Accounting Professionals of 2016, which included 18 CPAs and 23 Enrolled Agents.
Jason Tripp has been appointed chief compliance officer of Sensiba San Filippo Financial Advisers LLC, San Mateo. SSFFA founder Steve San Filippo will serve as an investment advisor for the firm.
Larry Laszlo
COLORADO
Mark Lumsden and Ryan Sanger have been admitted as partners at Anton Collins Mitchell LLP. The firm also announced a number of promotions: Vivian Winston was promoted to director; Kristin Holthus to director of finance and operations; Scott Walker to IT director; Christine Ludwig to senior manager; Mei Lin Kis, David Shellan and Michelle Welch to senior manager; Kevin Baran, Samantha Bowden, Cody Carter and Audrey Pesses to manager; Dawn Gustafson to HR manager; and Jessica Jalbert to administrative manager.
DELAWARE
Barry A. Crozier, a director at Belfint, Lyons & Shuman PA, Wilmington, was recognized at the Delaware State Chamber of Commerce’s annual dinner as Board Member of the Year. He has been a member of the DSCC Board of Directors since 2011 and its treasurer since 2012.
FLORIDA
Joey Epstein has joined MBAF as a principal to help expand the firm’s business development efforts in Miami-Dade, Broward and Palm Beach Counties, while Marcelle Acosta-Rubio has joined the firm as its first director of learning and development.
ILLINOIS
V. Allen Smith, chief information officer of Baker Tilly Virchow Krause, LLP, Chicago, has been named vice chair of the Information Technology Alliance, an independent membership association comprised of leading mid-market technology professionals, consultants and product and service providers.
Brian Fitzgerald
MAINE
Tabitha Lamontagne and Matthew Prunier were named principals of Baker Newman Noyes, Portland. Additionally, Peter Fortunato was appointed to manager in the firm's risk and business advisory practice in Portland.
Julie Keim, a principal at BerryDunn, has been elected chair/president of the board of the Telergee Alliance, a national network of CPA firms serving the telecommunications industry, for a two-year term.
Julie Keim, a principal at BerryDunn, has been elected chair/president of the board of the Telergee Alliance, a national network of CPA firms serving the telecommunications industry, for a two-year term.
MARYLAND
Larry Davis has succeeded Jeffery Capron as managing partner of Aronson LLC. Davis joined the firm in 1994, and founded Aronson Capital Partners, an M&A advisor, in 2000. Capron, who served as MP from 2010 through 2016, will remain with the firm and continue to assist in meeting client needs and executing strategic growth initiatives. In addition, the firm named four new partners: Jeffrey Gershen of the Tax Services Group, Jorge Rodriguez of the Tax Services Group, Tim Schmitt of the Financial Advisory Services Group and Aronson Capital Partners, and Chris Vasquez of the Construction & Real Estate Services Group.
Smith Elliott Kearns & Co. LLC announced a number of promotions: Margaret E. Eldridge, Laura L. Stover and Nicole E. Wilson were promoted to manager; and Karen L. Larson, Jaimie S. Kaufman, Iuliana M. Cobzaru, Scott A. Henry, Tyler L. Clugston, Kelly A. Garbinski and Daryl L. Staley to supervisor.
Smith Elliott Kearns & Co. LLC announced a number of promotions: Margaret E. Eldridge, Laura L. Stover and Nicole E. Wilson were promoted to manager; and Karen L. Larson, Jaimie S. Kaufman, Iuliana M. Cobzaru, Scott A. Henry, Tyler L. Clugston, Kelly A. Garbinski and Daryl L. Staley to supervisor.
MASSACHUSETTS
Catherine Finn joined G.T. Reilly & Co., Milton, as senior tax and business services accountant.
Kimberly Davenport was promoted to partner of ScottMadden, Westborough. She joined the team in 2005 and has more than 10 years of consulting experience with the firm.
Andrew Chaves, Matthew Landon, Jerry Mahan and Scott McKenzie have been promoted to partner at Moody, Famiglietti & Andronico LLP, Tewskbury.
Kimberly Davenport was promoted to partner of ScottMadden, Westborough. She joined the team in 2005 and has more than 10 years of consulting experience with the firm.
Andrew Chaves, Matthew Landon, Jerry Mahan and Scott McKenzie have been promoted to partner at Moody, Famiglietti & Andronico LLP, Tewskbury.
MICHIGAN
Kevin Klein and Patricia Bojanic have been named as the new Executive Committee to lead Gordon Advisors PC, Troy. Klein joined the firm in 1995, and Bojanic in 1984.
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MISSOURI
KPM CPAs & Advisors, Springfield, announced a new class of interns: Melissa Bunch, Austin Hart, Lauren Lock, Seohyun Sanchez and Casey Stovall.
Keith Rauch and Kelley Wingbermuehle have been promoted to senior manager at Abeles and Hoffman PC, St. Louis.
Keith Rauch and Kelley Wingbermuehle have been promoted to senior manager at Abeles and Hoffman PC, St. Louis.
NEW JERSEY
Kenneth Field and John Higgins joined EisnerAmper LLP, Princeton, as managing directors, bringing with them the entire staff of Field & Higgins in a combination of the two firms, effective January 1.
Marqus White was promoted to partner at Sax LLP. He was formerly the director in charge of electronic tax filing and tax software implementation and will continue to serve as the tax lead on the not-for-profit industry services group.
Marqus White was promoted to partner at Sax LLP. He was formerly the director in charge of electronic tax filing and tax software implementation and will continue to serve as the tax lead on the not-for-profit industry services group.
JOAN HEFFLER
NEW YORK
Branden Elmendorf was promoted to manager at LCS&Z, Latham.
Thomas Bonadio, CEO and managing partner of the Bonadio Group, was appointed to a member of the Paychex Board of Directors, Rochester, joining nine other members.
Joe Pacello joined BDO USA as a tax partner in the asset management practice, bringing with him more than 20 years of experience in the asset management industry.
Kelly Frank, a partner and not-for-profit industry practice leader at CohnReznick, has been appointed to the Financial Accounting Standard Board’s Not-for-Profit Advisory Committee for a four-year term.
Gus Saliba has joined PKF O’Connor Davies LLP as a partner, while Ann Buscaglia, Jennifer Galasso, Stephen Machinski and Andrew Scott have been promoted to partner.
Thomas Bonadio, CEO and managing partner of the Bonadio Group, was appointed to a member of the Paychex Board of Directors, Rochester, joining nine other members.
Joe Pacello joined BDO USA as a tax partner in the asset management practice, bringing with him more than 20 years of experience in the asset management industry.
Kelly Frank, a partner and not-for-profit industry practice leader at CohnReznick, has been appointed to the Financial Accounting Standard Board’s Not-for-Profit Advisory Committee for a four-year term.
Gus Saliba has joined PKF O’Connor Davies LLP as a partner, while Ann Buscaglia, Jennifer Galasso, Stephen Machinski and Andrew Scott have been promoted to partner.
OHIO
Skoda Minotti, Cleveland, announced a number of new hires: Mariah Terry and Rachel Ossio have joined the firm as accounting assistants in the Small Business Services Department; Nick Vaccariello as a manager in the Risk Advisory Services Department; Yvonne Horn as an internal auditor in the Accounting and Auditing Department; and Eugene Coada as a staff accountant in the Small Business Services Department.
OKLAHOMA
Daryl Buck has joined Grant Thornton LLP as national managing partner of the accounting advisory services practice, based in Tulsa. Buck previously served on the Financial Accounting Standards Board for five years.
Geoffrey Shearer Camera Box 2001
PENNSYLVANIA
Jennifer Switzler, human resources manager at Boyer & Ritter, Camp Hill, was nominated for the YWCA of Greater Harrisburg’s 28th Annual Tribute to Women of Excellence Awards, recognizing women who have contributed to the community.
Randy Fackler has been named principal and tax director at Brown Schultz Sheridan & Fritz, Camp Hill.
Jackee Schmoyer, processing administrator in the Lehigh Valley office of Baker Tilly Virchow Krause LLP, has received an Accounting Services Certificate from the U.S. Career Institute.
Randy Fackler has been named principal and tax director at Brown Schultz Sheridan & Fritz, Camp Hill.
Jackee Schmoyer, processing administrator in the Lehigh Valley office of Baker Tilly Virchow Krause LLP, has received an Accounting Services Certificate from the U.S. Career Institute.
PUERTO RICO
Rajiv Banker was named recipient of the 2017 AAA Lifetime Contribution Award by the American Institute of CPAs, the Chartered Institute of Management Accountants and the Management Accounting Section of the American Accounting Association. Banker is the Merves Chair and Director of the Center for Accounting and Information Technology, Fox School of Business, Temple University. The Lifetime Contribution Award recognizes professionals who have made significant contribution to management accounting education, research and practice and is sponsored by the Chartered Global Management Accountant designation. Banker was presented with the award at the 2017 AAA Management Accounting Section mid-year conference in San Juan.
SOUTH CAROLINA
Meredith Piper was promoted to senior manager in the assurance and advisory services department of Scott and Company, Columbia. Chelsea Shoolbred was promoted to manager in the firm’s assurance and advisory services, Greenville.
VIRGINIA
Carolyn Quill joined Thompson Greenspon, Fairfax, as a principal. She has more than 25 years of experience as a tax professional.
WASHINGTON
Kimberly D. Scott has been appointed the next president and CEO of the Washington Society of CPAs, effective June 1, 2017. Scott joined the WSCPA in 2000 and has served in various senior leadership roles throughout the organization. As vice president of government and member relations since 2013, she oversees advocacy, membership, college and student relationships, chapters, networking functions, financial education and communications. Since 2009, she has also served as executive director of the Washington CPA Foundation.