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David Rook Takes Over as COO at Weaver

David Rook

Houston-based Weaver, an IPA 100 firm, has named David Rook as its new COO.

Rook has led the firm’s audit and advisory practices for more than a decade and has more than 22 years of experience in the profession. As COO, he will be responsible for implementing Weaver’s strategic vision and optimizing firmwide efficiency and effectiveness.

“David is very analytical and understands the critical components of managing a CPA firm,” says CEO and MP John Mackel. “In his new role, he will focus on helping our partners and firm leaders drive and effectively manage growth, control costs and mitigate risk, while living the firm’s core values. His leadership will be invaluable as the firm continues to grow and mature.”

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Weaver Adds Jordan Phelps as First CFO

Jordan Phelps

Jordan Phelps

Houston-based Weaver (FY19 net revenue of $141 million) has announced that Jordan Phelps has joined the firm as its first CFO.

Phelps, who will initially be based in Weaver’s Dallas office, will oversee finance and accounting, including financial analyses, forecasting, budgeting and financial reporting.

“As Weaver continues its recent fast growth, having a dedicated CFO will enable us to plan and work more efficiently,” said CEO and MP John Mackel. “Jordan Phelps has the skills and experience to support this growth, improve productivity, manage risks and take our financial planning to the next level.”

Phelps began his career in the assurance practice at Grant Thornton. He has held various senior financial leadership roles for fast-growth national companies, managing domestic and international operations, fostering business growth and maximizing cash flow through financial management, cost controls, internal controls and efficiency improvements.

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Weaver Adds Partner to Risk Advisory Practice

Greg Englert

Greg Englert

Houston-based Weaver (FY19 net revenue of $141 million) has hired Greg Englert to help lead its risk advisory practice, and he has been admitted as a partner.

Englert, with more than 15 years of Big 4 experience, will be responsible for expanding risk advisory services in the Houston market. In addition to client service and business development, he will also be involved in recruiting, culture and leadership programs.

“Our risk advisory practice is already busy and growing, and Greg’s leadership will enable us to help more clients manage important risks and achieve compliance,” says CEO and MP John Mackel.

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Former PCAOB Executive Joins Weaver

Patrick Brown

Patrick Brown

Houston-based Weaver (FY19 net revenue of $141.1 million) announces that former PCAOB executive Patrick Brown has joined the firm and been admitted as a partner in the quality and risk management team.

Brown will be based in the firm’s Dallas office and will focus on assurance and advisory services. Brown was previously an executive leader and associate director for inspections at the PCAOB, where he spent close to a decade performing regulatory oversight of public company audits.

At Weaver, he will work with firm leaders to refine quality assurance processes and help ensure that audit services meet established standards.

“As Weaver continues to grow nationwide and expand our public company audit practice, Patrick will help us maintain the quality our clients, markets and regulators expect,” says CEO and MP John Mackel. “His experience at the PCAOB and as a Big 4 audit leader will add depth to our QRM processes.”

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Weaver Adds Oklahoma City Office

Zeeshan Khan

Houston-based Weaver (FY19 net revenue of $141.1 million) has added an office in Oklahoma City with audit partner Zeeshan Khan leading it.

“Oklahoma has been a target market for Weaver’s strategic growth,” says MP John Mackel. “Zeeshan’s deep energy industry experience and broad commercial industry experience, combined with his established relationships and knowledge of the local market are an ideal match for the firm.”

Weaver’s newest office, at 101 Park Ave., will initially focus on working with energy companies and middle market businesses across other industry sectors. The Oklahoma City office marks the firm’s 12th U.S. location.

Khan says, “I see tremendous opportunity with Weaver’s culture and my background that will prove successful in helping us grow a strong practice.”

Khan was formerly with PwC for almost 14 years, providing assurance services to both public and privately held companies across a range of industries including oil and gas, manufacturing (industrial products) and retail. One of his industry accomplishments is co-authoring select chapters and making numerous edits throughout the widely used and respected PwC oil and gas textbook, Petroleum Accounting – Principles, Procedures & Issues, 8th Edition.

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Weaver Acquires HSSK

Houston-based Weaver (FY19 net revenue of $141.1 million) has acquired HSSK LLC of Houston. The combined firm will offer expanded forensic accounting, litigation support and business valuation practices.

Joining Weaver will be three partners and more than 20 professional staff from HSSK. They will be part of Weaver’s Financial Advisory Services practice. HSSK will add to Weaver’s ability to provide forensic accounting, investigation, litigation support and valuation services to clients.

“HSSK’s values, leadership styles and technical capabilities align well with ours,” says Weaver CEO John Mackel, “and we’re excited about the new capabilities we’ll be able to offer clients and the new opportunities that will arise for our leaders and team members.”

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Councilor Buchanan & Mitchell Adds Daniel Weaver to Executive Team

Daniel L. Weaver

Daniel L. Weaver

Councilor Buchanan & Mitchell (CBM), with offices in Bethesda, Md., and Washington, D.C., announces that Daniel L. Weaver, a partner at the firm since 2011, has joined the executive committee.

CBM’s executive committee is composed of CBM president and MP Peter B. Reilly, Richard E. Morris, tax practice director, and Debora E. May, financial planning practice director. Patricia Drolet became chair of the board.

The change in the structure of the firm’s executive committee, enacted Jan. 1, means new perspectives in vision and decision-making voices to help determine the future direction of CBM, the firm announced.

In addition to his oversight role in the delivery of audit and assurance, tax preparation and advisory services to CBM’s for-profit clients, Weaver is director of the firm’s not-for-profit practice. He is also a regular presenter, having spoken in the past year at the Greater Washington Society of CPAs’ Nonprofit Symposium on new accounting standards, and has also presented on the impact of the Tax Cuts and Jobs Act.

“Dan has long shown outstanding leadership as lead of CBM’s not-for-profit practice,” says Reilly, “and we are confident that he will continue to bring new perspective to helping CBM chart a successful path into the future.”

Weaver will continue to lead the firm’s not-for-profit practice.

Weaver Continues Rapid Expansion with Addition of In-House Counsel

Frank McElroy

Frank McElroy

Houston-based Weaver (FY18 net revenue of $127.1 million) announced the addition of its sixth new partner or director in four months. The newest partner is Frank McElroy who joined the firm as its in-house legal counsel. McElroy has more than a decade of experience guiding and defending CPAs. He will manage Weaver’s corporate legal needs and will be active in the firm’s contract and acquisition negotiation, quality review teams and risk management.

Weaver CEO and MP John Mackel says, “As the firm continues to grow, so does our need for legal expertise. Frank has worked with us as outside counsel on a variety of legal issues, including quality and risk management, contract matters and regulatory filings. His excellent work for Weaver and his commitment to the accounting profession made him our top choice for in-house counsel.”

Formerly the managing shareholder of Forrest McElroy PC, McElroy has spent more than 10 years guiding and defending CPAs, primarily on issues related to licensing, client disputes and litigation.

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Weaver Admits DiBrienza to Partnership

Matthew DiBrienza

Houston-based Weaver (FY18 net revenue of $127.1 million) is expanding its financial services industry practice with the addition of Matthew DiBrienza as an audit partner in the New York office.

DiBrienza, who was previously an audit partner for KPMG and a principal of Rothstein Kass, offers more than 20 years of experience serving the alternative investment industry. He offers the full range of services to his clients, which have included hedge funds, private equity funds, fund-of-funds and commodity pools.

In addition to financial audits, DiBrienza provides tax planning and organizational structure advice; he also reviews investment partnership agreements for structure, accounting and tax-related compliance

“With our midtown Manhattan office and our financial services practice both growing rapidly, Matthew’s experience and industry understanding are very valuable to Weaver and our clients,” says CEO and MP John Mackel. “He brings a rare combination of both audit and tax knowledge, which will help him advise alternative investment firms about a wide range of issues from partnership structures to the tax implications of new financial reporting requirements.”

Weaver Opens New Office in New York

Houston-based Weaver (FY18 net revenue of $127.1 million) opens the firm’s newest office in Midtown Manhattan in New York, on Nov. 1.

Firm leaders chose New York to better serve current and prospective clients in its financial services and energy compliance services practices and to accommodate anticipated growth.

The new Weaver office is located in the Times Square/Theater District, placing it at the intersection of major business, commercial, tourist and entertainment destinations. The new space is more than three times larger than the previous temporary space that provided work areas for a limited number of Weaver professionals.

Partner Ronald Honka will lead the growth of Weaver’s financial services industry practice with Kevin Sanford, PIC of the national financial services and alternative investment fund practice.

The energy compliance services’ East Coast practice, previously located in Stamford, Conn., and led by David Bennett and Greg Staiti, will also move to the new office.

“The new office location, combined with Ron’s experience, give us the presence to expand Weaver’s brand on the East Coast and nationally,” says MP John Mackel. He said the combination of experience, relationships and capabilities “will enable us to deliver top-notch service to the many companies based in that region.”