People in the News: February 14-20 Part 2

Herbein Wealth Management Admits Worley as Partner

Scott Worley

Scott Worley

Herbein Wealth Management of Wyomissing, Pa., admitted Scott Worley to partner.

Worley joined the firm in 2007 as an investment advisor associate and has been involved in the financial industry since 2000. Worley develops and monitors personalized plans for individuals that cover wealth enhancement, protection, transfer and charitable giving. He also works with corporate clients on retirement plans.



O’Connor Davies Promotes Five New Partners

Harrison, N.Y. based-O’Connor Davies (FY12 net revenue of $84.5 million), an IPA Top 100 firm, has admitted Robert Cordero, Joseph Izzo, Gemma Leddy, Christine Pronek and Michael Provini as partners.

Cordero, partner in the accounting and auditing practice, specializes in auditing and business consulting, working with several types of organizations, including private schools, general charities and other not-for-profit organizations, government and commercial entities.

Izzo, partner in the accounting and auditing practice, has experience serving both not-for-profit and commercial clients on audit and tax engagements. He has served a variety of clients, including a large subsidiary of an international manufacturing company and not-for-profit organizations, including social service agencies, foundations, fundraising, churches and faith-based organizations, and those receiving government funding.

Leddy is partner and the director of O’Connor Davies Wealth Services. Leddy provides comprehensive financial management and CFO services to high-net-worth individuals, family offices, executives, entrepreneurs and their businesses.

Pronek is a partner in the estate and trust practice. Pronek has experience in all areas of taxation, including corporate, individual and partnerships. Her areas of specialty are estate and trust planning; estate, trust and gift compliance; and foreign financial reporting.

Provini is partner in the financial services practice group. Provini’s experience includes hedge funds, fund of funds, private equity funds, offshore funds, master-feeder structures, commodity pools, private foundations, employee benefit plans, family offices and registered investment.


ParenteBeard Appoints New Leader For Philadelphia Region

Julius Green

Julius Green

Philadelphia-based ParenteBeard (FY12 net revenue of $168.7 million), an IPA Top 25 firm, has admitted Julius Green to tax practice leader in the Philadelphia region. In his new role, Green will oversee tax quality control, as well as build service teams with the audit practice to enhance client service.




Kirkbride Becomes New Partner at UHY LLP

Chicago-based UHY (FY12 net revenue of $188.3 million), an IPA Top 25 firm, announced that Josh Kirkbride has been admitted as partner. Based in the Sterling Heights, Mich., office, Kirkbride is a leading member of the audit and assurance department. He is one of the youngest people to make partner at UHY. Kirkbride specializes in strategic business consulting, tax planning and compliance, financial reporting, operational improvements, industry-specific tax issues, and estate and business succession planning.


Windes Announces New Partner

Long Beach, Calif.-based Windes, Inc., (FY13 net revenue of $23.8 million) admitted Gary Curtis as partner in its tax and accounting services practice. Curtis is based out of Windes’ Irvine, Calif., office.

Curtis joins Windes from Irvine, Calif.-based Haskell & White (FY13 net revenue of $11.1 million), where he was a corporate tax partner and led the firm’s mergers and acquisitions practice.

“We are very pleased to welcome Gary to the firm,” says John Di Carlo, MP. “Gary’s background and expertise are a very nice fit for the firm and we look forward to continuing our practice growth by adding talented professionals such as Gary.”

Curtis’ expertise lies in complex corporate transactions, including consolidated income tax return issues, multi-state taxation and cancellation of debt issues. He specializes in tax consulting and compliance services for privately held and public companies.

“I am very excited to join Windes, as the firm has a stellar reputation and I believe I can contribute to the continued success of the organization,” says Curtis.


Rivette Named Principal At Yeo & Yeo

Jamie Rivette

Jamie Rivette

Jamie Rivette has been admitted to the position of principal at Saginaw, Mich.-based Yeo & Yeo (FY12 net revenue of $27.5 million).

Rivette started with the firm in 2001 and has more than 14 years of experience, and serves in the audit department of the firm’s Saginaw office and is co-leader of the firm’s government services team and a member of the audit team. Her areas of expertise include audit services for government entities, school districts and not-for-profit organizations.