Marcum Expands in Connecticut

New York-based Marcum LLP (FY16 net revenue of $449 million) announced that Filomeno & Company PC of West Hartford, Conn., has merged into Marcum’s New England region. In addition, Filomeno Wealth Management LLC, joins as Marcum Wealth Management LLC. Both transactions were effective June 1.

The entire Filomeno team of four partners and 13 associates will join Marcum. Thomas Filomeno becomes OMP in West Hartford and PIC of Marcum Wealth Management LLC.

Filomeno & Company, founded in 1966, provided a full suite of services including accounting & auditing; business advisory; corporate tax; estate, gift & trust; individual income tax; and qualified plans. Filomeno Wealth Management offers financial planning, income tax planning, estate planning, investment advice, executive services and charitable giving services.

“Filomeno’s history as one of Connecticut’s most well-established and accomplished CPA firms and its strong culture of putting people and community first make it an ideal partner for Marcum,” says Jeffrey Weiner, Marcum’s chairman and CEO. “We are delighted to welcome Tom Filomeno and his team to the Firm.”

“Combining with Marcum will give our clients access to the resources and expertise of a national firm while ensuring that they continue to be served by the same professionals they have always worked with. Our relationships with our clients have always been our top priority, and this certainly will not change,” says Filomeno.