Prager Metis Welcomes New Partner

Brian D. Sackstein

Brian D. Sackstein

New York-based Prager Metis CPAs (FY18 net revenue of $98.2 million) has admitted Brian D. Sackstein as its newest partner in the not-for-profit and health care practices. He will be based in two offices, New York and Woodbury, N.Y., on Long Island.

“Bringing Brian on board is essential for our plans to expand our resources and further strengthen our reputation and expertise as the ‘go-to’ expert for both not-for-profit and health care clients,” says Jerry Eitel, OMP in Long Island. “With his extensive background he is a perfect choice for us to expand in these two critical industries.”

Sackstein has a strong expertise in performing audits and providing accounting, advisory and tax services to clients. He also spends a great deal of time consulting with organizations regarding the amount of reimbursements they should receive, helping them grow and operate more efficiently. His responsibilities include the planning, coordination, and review of accounting and auditing projects; the preparation and review of financial statements; coordination of audits in accordance with Uniform Guidance; and the presentation of audited financial statements and reports to management and boards of directors.

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Withum Admits Six Partners

(l-r): Anthony Aniello, Chaya Siegfried, Ryan Shannon, Joseph Malfettano, Jessica Hollobaugh Giresi, Erik Halluska

Princeton, N.J.-based WithumSmith+Brown (FY189net revenue of $223.3 million) has admitted six principals and senior managers to the partnership group.

“Each of these professionals represents Withum’s next generation of leaders tasked with carrying on the tenets of our enduring company values and Withum Way traditions,” says MP and CEO Bill Hagaman. “Collectively and individually, they represent cooperation, integrity, giving back and a vision for growth that welcomes innovation and change.” The six new partners join a corporate leadership team of more than 120 partners.

The new partners are:

  • Anthony Aniello, U.S. and international tax compliance and consulting, Boston
  • Erik Halluska, assurance and accounting, Orlando, Fla.
  • Jessica Hollobaugh Giresi, litigation consulting, Princeton, N.J.
  • Joseph Malfettano, team leader for New York construction services group, New York and Red Bank, N.J.
  • Ryan Shannon, team leader for technology services group, New York
  • Chaya Siegfried, leader, international business tax services, Red Bank, N.J.

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Nicholas Boyer Named to RKL Partnership

Nicholas Boyer

Lancaster, Pa.-based RKL LLP (FY18 net revenue of $82.5 million) has announced that Nicholas A. Boyer has been admitted as a partner while continuing to serve as chief investment officer/executive vice president of the firm’s investment advisory subsidiary, RKL Wealth Management LLC.

“Nick leads the way in providing our clients a robust, integrated service model that harnesses all of our business advisory and wealth management capabilities,” RKL CEO Edward W. Monborne says. “We congratulate Nick on this professional milestone and look forward to his continued contributions to the firm, our clients and our team.”

Boyer brought more than a decade of financial services experience when he joined RKL Wealth Management in April 2016. He oversees investment philosophy and portfolio strategy, directs wealth management and financial planning services and leads business development pursuits. He also chairs the RKL Wealth Management Investment Committee.

A former U.S. Marine and combat veteran, Boyer served in a special operations unit in Afghanistan as part of Operation Enduring Freedom. He received his B.A. in Business Administration/Economics, Risk Management and Insurance from Temple University. Boyer is Board Chair for the Lancaster Public Library and chairs the Investment Committee for the Catholic Education Foundation. He resides in Lancaster with his family.

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Citrin Cooperman Announces New Admissions to Partnership Group

New York-based Citrin Cooperman (F18 net revenue of $277 million) has admitted 16 professionals to the partner group.

Joel Cooperman, CEO of Citrin Cooperman, says, “Each individual in this group has been part of our growth and success and exemplifies the high standards that we’ve adhered to over the past 40 years.”

The newly admitted partners include:

  • Erin Avnet, tax, Livingston, N.J.
  • Oren Bossin, financial services, New York
  • Harry Carpenter, audit and attest, Livingston, N.J.
  • Nichol Chiarella, tax, New York
  • Jordan Epstein, audit and attest, Melville, N.Y.
  • Phil Gaboury, quality control, Melville, N.Y.
  • Robert Gilbert, audit and attest, Livingston, N.J.
  • Heather Green-Kirk, tax, White Plains, N.Y.
  • Ryan Ham, tax planning and compliance, Bethesda, Md.
  • Dave Hollander, tax consulting and compliance, Bethesda, Md.
  • Patti Iengo, tax consulting and compliance, White Plains, N.Y.
  • Eric Itzkowitz, tax planning, New York
  • Heather Oboda, tax planning, White Plains, N.Y.
  • Sharon Sullivan, tax, New York
  • Erick Torres, tax planning and consulting, Melville, N.Y.
  • Taso Valaouras, tax consulting and compliance, New York

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Clark Schaefer Hackett Admits Two Shareholders, Promotes Others

David Klopfer

Cincinnati-based Clark Schaefer Hackett (FY18 net revenue of $64.8 million) has announced the promotions of 53 professionals throughout the firm, including two who have been admitted to the partnership group.

“Through their dedication and hard work, these recently promoted employees continue to further our mission of bettering the lives of our clients, people and communities,” says president Kerry Roe.

The new partners are:

  • David Klopfer, financial services industry group, Cincinnati
  • Brittany Lawrence, tax planning and compliance, Fort Mitchell, Ky.

The following professionals were promoted to principal:

Brittany Lawrence

  • Brandon Butcher, tax compliance and consulting, Cincinnati
  • Brad Eberhard, audit, Columbus
  • Cathy Smucker, tax, Columbus

Founded in 1938, Clark Schaefer Hackett has more than 450 shareholders and staff in eight offices throughout Ohio, Kentucky and Michigan.

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Marcum LLP Admits 5 New Partners

New York-based Marcum (FY18 net revenue of $549.7 million) announces the admission of five new partners in two divisions – tax and business, and advisory services.

Marcum’s newest partners are:

  • Dean Drummund – advisory and consulting group, Boston
  • Andre Benayoun – tax and business services, Fort Lauderdale, Fla.
  • Martin Martinez – tax and business services, Houston
  • Amie Gartenberg – tax and business services, New York
  • Patrick O’Reilly – advisory services, Portland, Maine

“All five of these new Marcum partners bring outstanding expertise and additional depth to specific niches within the firm’s service portfolio, which creates more value for our corporate and individual clients,” says Jeffrey M. Weiner, chairman and CEO.

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Baker Tilly Adds New Partner to Commercial Practice in New York

Brian Francese

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Brian Francese has joined the firm and been admitted as a partner in the firm’s commercial practice.

Baker Tilly’s New York market leader Christine M. Fenske says, “His depth of knowledge in a variety of industries combined with his understanding of the New York metro market will make him an invaluable asset to Baker Tilly’s numerous commercial clients in this region.”

With over 13 years of experience, most of it specializing in privately held companies, Francese will focus on a variety of commercial clients. He will lead phases of audit and attest engagements including audits of annual consolidated financial statements, internal controls and other agreed-upon procedures.

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GBQ Admits Minton as Partner, National Restaurant Practice Leader

Dustin Minton

Columbus, Ohio-based GBQ (FY18 net revenue of $31.7 million) has announced that Dustin Minton has joined the firm and has been admitted as a partner within the assurance practice. Based in the Cincinnati office, Minton will lead GBQ’s national restaurant industry efforts.

 Minton has over 20 years of public accounting experience, including 15 years working with many of the nation’s fastest-growing restaurants and most well-respected brands across all restaurant segments. Prior to joining GBQ, he was a partner and restaurant practice leader at three other firms.

“Our market insights indicate that there is an unmet need at this time for a firm focused on the private company, mid- to smaller-size restaurants. With Dustin’s leadership, we plan to be the firm that fulfills that need,“ says Tom Powers, director of assurance services.

Minton specializes in providing accounting and consulting services for privately held restaurants and franchisors. In addition to traditional audit, review and compilation services, he also consults with restaurants on best practices related to internal controls, benchmarking, franchise development, corporate structures, financing options and growth strategies.

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Dixon Hughes Goodman Announces Seven New Partners, Principals

Charlotte, N.C.-based Dixon Hughes Goodman (FY18 net revenue of $430.3 million) has admitted seven new partners and principals. The 2019 class of accomplished leaders is comprised of individuals from all DHG regions.

“I am proud of the hard work, tenacity and dedication shown by these newly admitted partners and principals throughout their tenure at DHG,” says CEO Matt Snow. “Collectively, they have delivered significant results for our firm while growing their careers and delivering extraordinary client service with a ‘ONE DHG’ mindset. They are role models for all of us in living our values in the pursuit of our DHG mission and strategy.”

The new partners and principals are:

  • Brian Burns – forensics and valuation, Richmond, Va.
  • Chip Chambley – tax, Atlanta
  • Janice Kong – transaction advisory services, Tysons, Va.
  • Adam Quattlebaum – tax, Greenville, S.C.
  • John Seymour – assurance, Atlanta
  • Jack Small – tax, Atlanta
  • Dennis Theodossis – tax, Asheville, N.C.

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Hancock Askew Announces Promotions

Patricia Siles

Patricia Siles

Savannah, Ga.-based Hancock Askew & Co. (FY18 net revenue of $15.7 million) has admitted two professionals to the partner group, Patricia Siles and Grey Bell, and promoted Alfredo Reynoso to principal.

MP Michael McCarthy says, “These promotions recognize Patricia, Grey and Alfredo’s outstanding accomplishments and their commitment to our firm and core values. Additions to the leadership team like these are key to the future of the firm and we look forward to many years of continued leadership together for our clients, community and our employees.”

Siles is a tax partner in the Miami office, with more than 21 years of experience. She has been with Hancock Askew since May of 2016. She spent the first 18 years of her career with a regional firm based in Coral Gables, Fla. She concentrates her tax practice on business, individual and international tax clients.

Grey Bell

Grey Bell

Bell, a tax partner in the Atlanta office, has 15 years of experience in public accounting. He has been with Hancock Askew since 2015. His practice focus is providing proactive business and tax advisory services for closely held businesses, partnerships, corporations and high-net-worth individuals.

Reynoso is now an audit principal in the Miami office and has over nine years of experience in public accounting. He began with Hancock Askew in 2016 at the opening of the Miami office. His area of expertise includes financial statement audits, compliance audits, internal audits and merger and acquisition assistance for both private and public companies.

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