Search Results for: Schneider Downs

Schneider Downs Admits New Partners: Doug Morally and Justin Steele

Doug Morally

Doug Morally

Pittsburgh-based Schneider Downs (FY19 net revenue of $87.5 million) announces that Doug Morally and Justin Steele have been admitted as partners.

“Both have had successful careers serving clients from a variety of industries and we’re looking forward to seeing them grow within their new roles and continuing to build the firm’s audit and tax practices,” says Timothy J. Hammer, co-managing shareholder of Schneider Downs.

Justin Steele

Justin Steele

Morally joined the firm in 2004 and has 14 years of public accounting experience serving a variety of clients in the not-for-profit, construction, distribution, transportation, retail, professional services and manufacturing sectors, including publicly traded companies.

Steele has more than 13 years of private and public accounting experience and joined Schneider Downs in 2017. Prior to joining the firm, he was a tax manager for a Big 4 public accounting firm and worked in the tax department of a global pharmaceuticals and chemicals company.

More news from Schneider Downs

Schneider Downs Admits Six New Shareholders

Pittsburgh-based Schneider Downs (FY18 net revenue of $83.2 million) is expanding its leadership team with the admittance of six shareholders.

Effective July 1, Gregory Allison, Daniel Desko, Kimberly James, Patrick Kerns, Carl Scharf and Nancy Skeans have been named as shareholders.

Additionally, the firm announced that Derek Eichelberger has been named partner of Schneider Downs Wealth Management Advisors.

“This is the largest addition to our shareholder group in the 62-year history of our firm, which shows just how strong our practice and people have become in both the Columbus and Pittsburgh markets,” says Steven Thompson, co-managing shareholder of Schneider Downs. “We’re thrilled to see where this group of leaders takes our firm in the coming years.”

Allison, based in Pittsburgh, joined the firm in 2009 and focuses on estate and succession planning for business owners, executives and high-net-worth individuals.

Desko, based in Pittsburgh, joined the firm’s risk advisory services group in 2010.

James, based in Columbus, Ohio, has more than 19 years of experience in public accounting and joined the firm in 1996.

Kerns, based in Pittsburgh, has more than 12 years of experience serving in the firm’s assurance and advisory practice.

Scharf, based in Columbus, Ohio, has more than 11 years of professional tax experience. He joined the firm’s tax practice in Columbus.

Skeans, based in Pittsburgh, has more than 25 years of experience providing financial consulting, investment management and tax planning services to corporate executives, high- net-worth individuals, foundations and pension plans. She joined Schneider Downs Wealth Management Advisors in 2003 and was promoted to Partner in 2009. In 2017, she was named CEO of the practice. This latest promotion makes her a shareholder of Schneider Downs & Co.

Eichelberger, based in Pittsburgh, has more than 20 years of experience in the financial services industry. He has advised high-net worth individuals, foundations, endowments and retirements plans.

Schneider Downs Names Pascuzzi as Chief Financial Officer

Christopher Pascuzzi

Christopher Pascuzzi

Pittsburgh-based Schneider Downs (FY17 net revenue of $76 million) has named Christopher Pascuzzi as its new chief financial officer.

Pascuzzi is responsible for managing and controlling all financial-related activities of the firm, including providing strategic support to the firm’s leadership team. This includes direct responsibility for accounting, financial planning and analysis, treasury, forecasting, strategic planning, cash flow and billing matters.

Prior to joining Schneider Downs, Pascuzzi served a diverse range of clients in the audit practice of a national accounting firm, and also held leadership roles in finance at two multinational retailers.

“We are very pleased to recruit a senior leader with Chris’ talent and insight. He delivers extensive experience in strategic planning, budgeting and financial analysis from his previous positions,” says Steven Thompson, co-CEO. “We’re equally excited about his passion for team-building and talent management. Chris is the right person to lead us forward as we continue our growth.”

Schneider Downs Announces Applegarth as New Leader for Assurance and Advisory Services

Donald Applegarth

Donald Applegarth

Pittsburgh-based Schneider Downs (FY17 net revenue of $76 million) named Donald Applegarth chairperson of the firm’s assurance and advisory services practice.

Applegarth will transition to the position with the assistance of Brian O’Brien, who held the audit practice unit leader position for the past 15 years. O’Brien will continue to serve clients and play a critical role in the firm’s client acquisition efforts.

“Schneider Downs has enjoyed the good fortune of steady growth for more than 60 years, and that includes the ongoing expansion of our shareholder group and leadership team. That places us in a position to create a smooth leadership transition in our audit and assurance practice. Don and Brian have worked together for more than 16 years, and Don can continue to leverage Brian’s experience as he assumes new responsibilities,” says Steven Thompson, co-CEO.

Applegarth entered public accounting in 1992 and joined Schneider Downs in 2001. He will continue to serve as a leader on the assurance technical advisory committee, the governance body of the audit practice. His expertise includes working with public companies as well as large, privately-held corporations. He also leads the firm’s growing retail services group.

As chair of the audit and assurance group, Applegarth will be responsible for overseeing the audit practice’s core services by providing technical guidance and oversight, as well as developing programs for education, team mentoring and day-to-day department administration. He will continue to serve clients of the firm.

“I am humbled and honored to be named to this position, particularly given the opportunity to follow Brian O’Brien, who has been an incredible mentor and friend throughout my tenure at Schneider Downs,” says Applegarth. “We will continue to be a practice with a commitment to providing our clients with the highest level of service coupled with a personal focus. We have tremendous opportunity to continue fueling the growth of our assurance and risk advisory services by attracting, retaining and developing talented professionals with a passion for what they do.”

Schneider Downs Admits Four New Partners

Pittsburgh-based Schneider Downs (FY17 net revenue of $76 million) is expanding its leadership team with the admission of four partners: Steven Barber, Jason Lumpkin, Trevor Warren and Lauren Weddell. This is the firm’s largest expansion of shareholder leadership since 1998.

Co-MP Steven Thompson says all four have spent their careers at the firm. “We have seen their skills develop during their time at Schneider Downs, and we’re looking forward to their continued commitment to providing best-in-class client service and leading our firm into the future.”

Barber, based in Pittsburgh, joined Schneider Downs in 2003 as a tax staff. He has more than 15 years of experience in all areas of tax planning, research and compliance, accounting and financial reporting matters for closely held businesses. He will continue to help grow our automotive client practice.

Lumpkin, based in Pittsburgh, has more than 15 years of qualified retirement plan experience, primarily serving small and middle-market businesses through Schneider Downs Advantage Retirement Solutions group. He joined Schneider Downs in 2000.

Warren, based in Columbus, Ohio, joined the Schneider Downs audit department in 2001. He has extensive experience with audit, review and compilation engagements.

Weddell, based in Pittsburgh, has more than 10 years of experience servicing various clients in the manufacturing, construction, nonprofit, education and professional services industries. She joined the Schneider Downs audit department in 2004.

McElroy Joins Schneider Downs as Partner

Christopher McElroy

Christopher McElroy

Pittsburgh-based Schneider Downs (FY16 net revenue of $69.7 million) announced that Christopher McElroy has been admitted as a tax partner.

McElroy has 25 years of private and public accounting experience. He previously served as a tax market leader and international tax partner at a Big 4 firm. McElroy’s background includes serving large U.S. multinational companies, closely held companies, partnerships and S corporations in the areas of international tax consulting and compliance, tax accounting and mergers and acquisitions.

“His expertise working with large multinational companies is ideal for our client base, and his collaborative style fits right into our culture,” says Steven Thompson, Co-CEO.

Murray, COO, Joins Schneider Downs’ Expanding Family Office Services Group

Carol Murray

Carol Murray

Pittsburgh-based Schneider Downs (FY16 net revenue of $69.7 million) announced that Carol Murray has joined the firm as the chief operations officer of Schneider Downs’ Private Family Office Service Group.

Murray has more than 28 years of experience in tax related entities. Most recently, she served as the Vice President, Senior Wealth Planner and Relationship Strategist, at a national bank in Pittsburgh.

“We are very excited to bring Carol’s financial expertise into our growing Family Office Services Group,” says Susan Kirsch, Chair of Schneider Downs’ Tax Advisory Services Practice. “She will be an instrumental part of our team and will help meet the needs of our high-net worth individual clients and their families.”

Schneider Downs Adds Hatcher as IT Security Internal Audit Manager

Hatcher_Will_Schneider Downs_2016

Will Hatcher

Pittsburgh-based Schneider Downs (FY15 net revenue of $65.8 million) announced that Will Hatcher has joined the firm’s Pittsburgh office as an IT security audit manager. His addition further expands the firm’s growing cybersecurity consulting service.

Hatcher brings 25 years of experience as a cybersecurity professional and joins the firm from Ochsner Health Systems, a billion-dollar organization, where he served as the Chief Information Security Officer (CISO). During this time, Hatcher also taught a cybersecurity class at Tulane University in New Orleans.

Prior to his role at Ochsner Health Systems, Hatcher served as a special agent and program manager for the FBI for 22 years. He played an instrumental role in national fraud investigations, which included the implementation of forensic accounting and computer forensics within the FBI.

“We are thrilled that Will is bringing so much experience and insight into our cybersecurity practice,” says Eric Wright, shareholder and practice leader of Schneider Downs technology advisors. “Issues surrounding data security have never been more important to our clients. We’re confident that Will’s extensive background will enhance our ability to educate our clients as to how to keep their organizations safe, alert and educated about possible cybersecurity threats.”

Schneider Downs Announces New Tax Practice Chair

Susan Kirsch

Susan Kirsch

Pittsburgh-based Schneider Downs (FY15 net revenue of $66 million) has announced that Susan M. Kirsch has been named the chair of the firm’s tax advisory services practice. She is the first woman to lead a practice unit at the firm.

Kirsch will transition to this position with the assistance of Paul M. Matvey, who has served as tax chair for the past 17 years.

“This continues the process of transferring Schneider Downs’ management responsibilities that began with the transition of Tim Hammer and me to the positions of co-managing shareholders last August,” says Steven D. Thompson, co-managing shareholder of Schneider Downs. “Both Ray Buehler, chairman, and Paul will continue to serve clients, transfer administrative responsibilities and focus on the firm’s client acquisition efforts.”

As chair of the tax group, Kirsch will be responsible for delivering tax services across a range of industry sectors. She also will be responsible for leading and developing core tax services to the firm’s strategic initiatives and will continue to provide tax services to the firm’s higher education and not-for-profit clients.

“It is a great honor to be named to this position, and to follow in the footsteps of Paul Matvey, who has been a friend and mentor for years,” Kirsch says. “CPAs in general, and tax accountants specifically, continue to face broad challenges in a rapidly changing industry.”

Kirsch joined Schneider Downs from the health care industry in 2002. Under her supervision, Schneider Downs’ Not-for-Profit Group evolved to become one of the region’s strongest and most accomplished practices.

Schneider Downs Announces Leadership Promotions

Joseph Bruce

Joseph Bruce

Pittsburgh, Pa.-based Schneider Downs (FY14 net revenue of $59.6 million) announced that Joseph Bruce and Mark DiPietrantonio have been admitted shareholders. Additionally, Peter Lieberman has been named partner of Schneider Downs Corporate Finance, LP. The promotions became effective July 1.

Bruce, an accounting, assurance and advisory services shareholder, started his career at Schneider Downs in 1996 and has more than 18 years of experience in public accounting. Bruce serves a variety of clients in the construction, manufacturing, retail and oil and gas industries, including publicly traded companies. He is responsible for the coordination of selected audits as well as the delivery of the firm’s accounting, assurance, tax and business advisory services to his client base.

Mark DiPietrantonio

Mark DiPietrantonio

DiPietrantonio, a tax services shareholder, joined Schneider Downs in 1995 and provides tax compliance services to his client base in a number of industries including construction, real estate, professional services, restaurant services and manufacturing. His expertise includes cost segregation, tax planning for business entities and individuals, multistate tax planning and compliance, and overall corporate tax planning.

Peter Lieberman

Peter Lieberman

Lieberman, partner, joined Schneider Downs Corporate Finance in 2006 and has more than 18 years of experience in investment banking. Advising a broad variety of clients, including multinational public companies, Lieberman has experience in a number of industries with an emphasis on engineered products manufacturing, energy and natural resources, metals, business and industrial services, consumer products and food processing. He has extensive transaction experience in mergers and acquisitions, capital raising and corporate finance consulting, including the private placement of corporate debt and equity and the placement of asset-backed securities.

“The strength of every organization lies in its ability to develop its own future leaders,” says Timothy Hammer, Co-MP of Schneider Downs. “Collectively, Mark, Joe and Pete have been with our firm for decades, and truly represent both the professional drive and commitment to our firm’s culture that we believe is essential for the future leaders of our firm. They are Schneider Downs through and through, and we’re proud to add them to our leadership team.”