Drew Bernstein, co-managing partner of Marcum Bernstein & Pinchuk, participated as a judge in the Dingman Center for Entrepreneurship's 8th Annual China Business Plan Competition, which took place at Peking University in China.
Steven Combs, David Forman and Sean Thorstenson were promoted to partners at White Nelson Diehl Evans LLP, Irvine. …Farah Faruqui joined PwC’s risk assurance practice as direct-admit partner in its San Jose office. Prior to PwC, Faruqui worked at Deloitte LLP for 18 years in its risk advisory services and financial audit practices where she served as the Silicon Valley Internal Audit Technology Industry Leader. … Robin Steinmetz has joined HMWC CPAs & Business Advisors, Tustin, as a manager in the firm’s health care services department. … Margaret Lip has been promoted to managing director at WTAS LLC, San Francisco. Lip initially joined the firm in 2002 as a senior associate in the private client services practice and has more than 12 years of experience in tax. The San Francisco office of WTAS made several other promotions and new hires. Hazel Dolio Tag-at, Brendan Love, and Megan Williams were promoted to director. Shaun Dublin joined the office as director in the firm’s private client services practice. William Long, Brian Hagerty, Kane Duncan, Kathryn Dery, Michael Barrett and Christy Peterson were promoted to managers; and Jarryd Johnson, Jonathan French, Lu Shan Li, Michelle Zetah and Winnie Lai were promoted to senior associates: Christopher Eulau was promoted to senior associate in WTAS’ Palo Alto office. In Los Angeles, WTAS hired Kurt Heinrichson as managing director in the firm’s State and Local Tax Practice. Prior to WTAS, Heinrichson worked at Deloitte Tax LLC as a tax partner. R.J. Starr was recently promoted to managing director in WTAS’ Los Angeles office after seven years of service with the valuation services practice. Starr has more than 12 years of experience in delivering valuation analyses to both individuals and corporate enterprises. The L.A. office also promoted Brian Reichert to director; Daniel Roberts and Nick Kuo to senior managers; Chantha Dinelli and Humayun Riaz to managers; and David Amurao, Jeremy Marcus and Vince Ying to senior associates.
Nichole Kubly, Paul Masar and Danielle Scholl were promoted to managers at BKD LLP, Denver.
M3 Accounting Services, the accounting, operations reporting and business analytics software provider, has established its Customer Advisory Board. Board members include Michael Attenborough, Dr. Cihan Cobanoglu, Neil Cohen, David Emery, Aimee Fyke, Jack Fritsche and Randy Meyer.
Mike Reynolds has joined Moore Colson, Atlanta, as a business assurance senior Associate. Prior to Moore Colson, Reynolds, was an associate for at Chatham Capital where he was responsible for underwriting, legal documentation and deal negotiations in the debt funding of private equity sponsored transactions. Evelyn Poulos, a senior manager at Moore Colson, Atlanta, was presented with the Moore Colson Peak Award. … Moore Colson, Atlanta, made a few new hires throughout the firm. Eric Chism joins the firm as a tax associate, Sarah Boehmig and Natalie Jett joins as a tax interns while Sara-Alison Massey joins as a business assurance intern.
Beth Ulbrich and Jodi Seelye were promoted to directors at Mueller & Co. LLP, Elgin. Michael Becker and John Fedus were promoted to partners. … Sean Bruen has been promoted to director at WTAS LLC, Chicago. Bruen has over 11 years of business experience and practices in the firm’s commercial services practice. The Chicago office also promoted Daniel Moore to manager and Stephanie Payne to senior associate.
Michael Uong has been promoted to audit supervisor at Councilor, Buchanan & Mitchell PC, Bethesda. … Jennifer R. Wilcox has been promoted to a senior accountant at DeLeon & Stang CPAs and Advisors in Gaithersburg.
George Neble has been appointed managing partner at Ernst & Young LLP’s Boston office. Neble succeeds Frank Mahoney who recently took on a global role as an audit leader with the firm. Neble joined Ernst & Young in 2002 as a partner. … WTAS LLC has made several promotions in its Boston office. John Nestor, Kellie Neuhaus, and Melinda Tuffy were promoted to directors in private client services while Sandrine Benevides was promoted to director in the investment consulting services practice. Caitlin Gardner and Shannon O’Neil were promoted to managers; while Lee Ann Mello and Elizabeth Richmond were promoted to senior associates.
Jeffery Allen, and Brandy Terwilliger were promoted to senior managers at Maner Costerisan PC, Lansing.
Tracy Shannon Levey of Parker Tax Publishing has joined the online community faculty group of iShade, St. Louis. … Justin Reppy has joined Abeles and Hoffman, PC, St. Louis, as a senior tax manager. Prior to Abeles and Hoffman, Reppy worked at CliftonLarsonAllen as a health care tax manager. He also worked at PwC and CBIZ Business Solutions. … David Heilich has been promoted to partner at Brown Smith Wallace LLC, St. Louis. Heilich joined the firm in 2005 and helped the growth and development of the firm’s Family Wealth Planning practice.
John Tantillo has joined PwC’s risk assurance practice as direct-admit partner in its New York office. Tantillo joins the firm from KPMG where he spent the last 27 years providing internal audit, Sarbanes-Oxley guidance, and risk and control services to the financial services sector. … Mike Fay and Peter Reynolds has joined Deloitte & Touche LLP’s regulatory and risk strategies practice. Fay returns to the firm as principal after working as a chief compliance officer for financial services firm. Reynolds joined as a director and previously worked as a chief risk officer at Barclays’ Wealth Americas. … Dr. Glenn George, an energy economist and consultant, and Dr. Richard Bergin, a financial economist, have joined KPMG LLP’s forensic services as principals. The two will work in the firm’s Dispute Advisory Services network. … The Bonadio Group made a ton of promotions throughout the firm. The following employees were promoted to principals: John McCurdy, June Crawford and Paul Mayer. The following to managers: Bridget Maloney, Jamie Crosley, Jeremiah Ditch, Lauren Valerio, Grace Gonzales, Michelle Pyzik and Sean Barron. The following to seniors: Amanda Smith, William Harris, Chelsey Wyant, Tonya Hall, Tyler Standish, Joe Dillon, Brendan Greeley, John Astles and Mike Yanklowski. The following to assistants in charge: Matt Mangona, Jeff Sanna and Christian Spicer, Jennifer Gutzmer, Sam Pitts, Craig Rinefierd, Mike Wegner, Megan Anderson, Jeff Powless, Meghan Galvin, Ashley Wood and Zach Erickson. The following to experienced assistants: Nancyann Sucese, Colleen E. Ennis, Andrew J. Krupper, Meredith B. Reid, Kevin J. Murphy, Thomas R. Riley Jr., Amanda R. Ruscitto, Jonathan D. Semmler, Kelly J. Strong, Michael French, David E. Feor and Amy Langdon. And Kelley Smeal was promoted to consultant in-charge while Jacquie Canham moved up to senior human resource specialist. … Jeff Malo and Ron Hodgeman are the newest partners at WTP Advisors LLC. … Richard Stoller joins CohnReznick LLP, New York as partner. … Michael Van De Loo was promoted to managing director at WTAS LLC, Greenwich, after seven years of service in the private client services practice. Prior to WTAS, Van De Loo spent eight years working in an international professional services firm and held senior positions in the family offices at a major New York hedge fund and investment bank. WTAS’ New York office also promoted two new director promotions: James O’Brien and Naman Trivedi. Other promotions include Christopher Carreira, Dion Demetropoulos, Eleni Sakkos and Carolina Strobino to senior managers; and Joyce Huang to senior associate.
Ken Swayze has joined Elliott Davis PLLC, as information technology audit manager in its Charlotte office.
Howard, Wershbale & Co., Cleveland, made several new hires and promoted more than a dozen throughout its Cleveland office. Patricia Ianni and Helen Weeber were promoted to senior managers; Deborah Whims and Shawn Philabaum to managers. Timothy Kadylak moved up as a senior accountant and Scarlette Streeter to senior. The firm’s new hires include Michael Duffy who joins as a senior manager; Siobhan Lukowsky, Randy Wolan and Brent Meyer joins as senior accountants; Mengchen Zhang and Chelsea Francisco joins as staff accountants; Kirsten Thompson as staff development director; Melissa Miavez as an assistant controller; Dottie Hauman as a revenue cycle specialist; Mari Engelhardt as a manager-software system trainer; Heather Fitzgerald, Mary Horvath, Stacey R. Kovalchuk and Sandra Touschner joined as consultant-software system trainers.
Douglas Berman has been named office managing partner in Reinsel Kuntz Lesher LLP’s York office and Wendy Lakatosh as partner. Ethel Nawrocki has been promoted to principal in the firm’s Reading office. Nawrocki joined the firm in 1999 and works in the firm’s tax services. She provides services to clients in the manufacturing, wholesale, distribution, construction and rental real estate sectors. … Robert Mulhearn has joined the full-service accounting, tax and advisory firm, Smart Devine, as a senior manager in its business valuation practice.
Gregory Erickson has been named partner-in-charge of Lattimore Black Morgan & Cain PC’s Knoxville tax division.
Whitley Penn LLP, Dallas, promoted several throughout the firm. Shawn Boyce was promoted to senior manager, while Sarah Huckaby, Kyle McFatridge, Steven Moore, Todd Rabey, Chase Tipton and Neritan Xhaferi were promoted to managers. Chelsea Johnson, Justin Lytle, Pat McGregor, Ashley Moreland, Myrinda Scott and Kelly Shoulders were promoted to seniors.
Philip Busenitz has been promoted to principal at Matthews, Carter & Boyce. Busenitz joined the firm in 2000 and currently leads the private equity tax practice, which focuses on Small Business Investment Companies and private equity firms. Busenitz advises individual clients and businesses in the private equity, small business lending, and hospitality industries.
Clark Nuber, Bellevue, made several new hires throughout the firm. Amanda Brault, Eleanora Kenna, Lisa McCreedy and Maria Szobi join as tax associates; Agatha Dodek and Elaine Nguyen as audit associates; Joe Purvis and Brittani Reiterman as audit interns; Michelle Larson as an accounting services associate and Maria Szobi as a seasonal tax associate.
After four years on the job, Robert Khuzami is leaving his post as Enforcement Director at the SEC. … Christian Spencer, who joined the D.C. office of Tate & Tryon in 2011, has been promoted to partner in the firm’s audit and assurance services department. … Tim Nowak and Andrea Wright are the newest partners at Johnson Lambert LLP. The firm also added Jean Adams and Kim Mobley as principals. … W. Aaron Hawthorne was promoted to managing director in the Washington, D.C. office of WTAS LLC after seven years of service with the private client services practice.
Be sure to send your people news and moves to Tamika.Cody@sourcemedia.com
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