People In The News: March 4th

Rothstein Kass Adds Director in Business Advisory Services Practice

Roseland N.J.-based Rothstein Kass (FY12 net revenue of $190 million), an IPA Top 25 firm, has admitted Kevin Goldstein as a director in the business advisory services practice in its New York office.

Goldstein will advise clients, including hedge funds, funds of funds, mutual funds, private equity managers, broker-dealers, RIAs and family offices, on matters such as business strategy, new product development, infrastructure, technology assessments and more.

“Kevin is well-respected in the alternative investments space and has a proven track record of developing innovative but practical solutions for a wide range of companies,” says Jeff Kollin, principal in the financial services advisory practice at Rothstein Kass. “His wealth of knowledge and diverse experience will help give our clients the critical competitive edge that helps them stay one step ahead of their competition.”


CBIZ Names Mills As New COO

Rick Mills

Rick Mills

Cleveland, Ohio-based CBIZ & Mayer Hoffman McCann (FY12 net revenue of $141 million), an IPA Top 25 firm, has admitted Rick Mills as COO of CBIZ Financial Services. He fills the position left vacant by Chris Spurio, who was recently named president of CBIZ Financial Services.

Mills, who most recently served as senior managing director of CBIZ MHM LLC, will now provide leadership support for the operations and growth initiatives of all sectors of CBIZ Financial Services. Additionally, he will have responsibility for marketing and business development.

“We are excited to have Rick on our executive leadership team,” says Spurio. “For more than a decade, he has successfully led one of our largest practice offices and we look forward to having his strong leadership skills on our national team as we grow the organization.”


Veihmeyer Selected Global Chairman of KPMG 

New York-based KPMG (FY12 net revenue of $5.8 billion) has admitted John Veihmeyer as

John Veihmeyer

John Veihmeyer

global chairman, succeeding Michael Andrew who is retiring after serving in the role since May 2011.

Andrew has recently been diagnosed with a serious medical condition and will focus on his treatment and recovery while continuing his work as co-chair of the Australian B20 working group on anti-corruption.

Veihmeyer currently serves as chairman and CEO of KPMG’s U.S. firm, and will continue in those roles as global chairman. He received the unanimous support of the board and his selection is expected to be ratified at the March meeting of senior partners from KPMG’s network of firms around the world. Veihmeyer will continue to be based in New York.

Andrew calls Veihmeyer an outstanding leader and good friend who has “already made a significant contribution to KPMG in his leadership of the U.S. member firm. He is the ideal person to lead our network into this next important phase of our growth.”


Former AICPA Member Founds Advisory Group

James Metzler

James Metzler

James Metzler has founded Metzler Advisory Group of East Amherst, N.Y. Metzler is respected in the profession nationally, having most recently been a member of the senior management team of the AICPA. Prior to that he coached firms and was a partner for 32 years at Gaines Metzler Kriner and Company CPAs in Buffalo, N.Y. Metzler Advisory Group LLC provides strategic guidance, thought leadership, coaching, speaking, education, and writing. Metzler will focus on the growth and development of CPA firms by helping owners, partners and emerging leaders realize their unique value with clients, prospective clients and referral sources.