Hesser Joins Cherry Beakert as New National Leader for Transfer Pricing

Kirk Hesser

Kirk Hesser

Richmond, Va.-based Cherry Bekaert (FY17 net revenue of $173.8 million) welcomed Kirk Hesser as a managing director in the Atlanta practice.

As the national leader of its transfer pricing services group, Hesser will manage a team of economists and tax professionals in serving the transfer pricing and international tax needs of multinational clients.

Hesser has a background assisting clients with transfer planning and savings strategies, global transfer pricing compliance documentation, transfer pricing controversy defense, and partnering with industry and outside legal advisors defending and structuring complex business transactions across the world.

“He is a well-respected and sought-after advisor on complex transfer pricing issues, and we are excited to have him as part of our overall international tax team,” says Brian Dill, national leader of international tax services.

Keiter Admits Ramage and Sledd as Partners

Charlotte Ann Ramage

Charlotte Ann Ramage

Keiter (FY16 net revenue of $25.5 million) of Glen Allen, Va., has admitted Charlotte Ann Ramage and Andrew Sledd as partners.

Ramage worked for Keiter clients for more than four years and has more than 19 years of experience. Ramage is a member of Keiter’s family, executive and entrepreneur advisory services team and works closely with individuals and family offices on various tax compliance, consulting and estate planning needs.

Andrew Sledd

Andrew Sledd

Sledd has more than 10 years of experience providing audit and consulting services to clients in the financial services, real estate, hospitality and not-for-profit industries. Sledd is a member of Keiter’s financial services industry team and specializes in auditing broker dealers in securities, registered investment advisers and investment companies and funds.

Moss Adams Admits 14 New Partners

Seattle-based Moss Adams (FY16 net revenue of $527 million) admitted 14 new partners. The new partners are located in 10 of the firm’s 30 locations.

“The success of Moss Adams relies on the high caliber of our people,” says Chris Schmidt, chairman and CEO. “The professionals we’re welcoming into the partnership are going to provide tremendous value and expertise to our firm and our clients.”

View their webpage for the full list and details.

EKS&H Admits New Partners

Josh Billiard

Josh Billiard

Denver-based EKS&H (FY16 net revenue of $99.6 million) admitted two partners, Josh Billiard and Drew Mattox.

Billiard joined EKS&H in 2006 and has 12 years of public accounting experience. He has experience in audit services for general contractors, specialty subcontractors, heavy highway companies, as well as manufacturers and distributors. In addition, he focuses on employee benefit plans, specifically 401(k) plans and employee stock ownership plans (ESOPs). Billiard is based in the Fort Collins, Colo., office.

“As a collaborative advisor with extensive knowledge in construction and employee benefit plans, Josh understands the value of carefully listening to his clients before offering solutions. This allows him to seamlessly guide clients through the complexities of the audit process,” says lead audit partner, Joe Adams.

Drew Mattox

Drew Mattox

 

Mattox has 12 years of public accounting experience and co-leads the EKS&H automotive niche. He serves privately held companies across the front range in a variety of industries, including automotive, financial services, real estate and manufacturing, and offers expertise in partnership and corporate taxation which includes entity structuring, special allocations, last in first out (LIFO) calculations, and federal and state income tax planning. Mattox is also based in the Fort Collins office.

“Since Drew joined EKS&H in 2013, he has built strong client relationships and is frequently the first person they call for any type of strategic business or accounting advice,” says Joe Bertsch, lead tax partner.

CohnReznick Admits Wolf as Financial Services Industry Leader for the South and West

Marc Wolf

Marc Wolf

New York-based CohnReznick (FY17 net revenue of $617 million) admitted Marc Wolf as a partner in the accounting and assurance department based in the Los Angeles office. He will lead the financial services industry practice in the firm’s south and west regions.

“His wealth of knowledge and expertise in the financial services industry will be incredibly valuable to our Firm and to our region,” says Scott Sachs, MP, Los Angeles.

Marc has more than 25 years of diverse experience in audit, tax and consulting services, specializing in regulated investment companies, venture capital funds, hedge funds, fund of funds, private equity funds, mutual funds, real estate fund, management companies, registered investment advisors and broker-dealers.

Marc’s experience includes advising companies on organizational structure, supervision of audits and ongoing consultation with management regarding various operational, transactional and tax matters. He also advises companies on various regulatory issues impacting the industry.

Weaver Expands Health Care Industry Practice

Corey O’Connor

Corey O’Connor

Fort Worth, Texas-based Weaver (FY17 net revenue of $115.2 million) expanded its health care industry practice. Corey O’Connor will lead this practice as Weaver’s health care industry director. Anna Stevens also joins Weaver as a manager in assurance services focusing primarily on clients in the health care industry. Both work from the firm’s Houston office.

“Corey’s and Anna’s exclusive focus and extensive experience working with health care organizations provides a platform for Weaver to rapidly expand its assurance practice, specializing in audits of health care entities in the greater Houston area and throughout Texas,” says Trey Hunt, PIC of Southwest Texas assurance services.

O’Connor has nearly a decade of experience in public accounting and private industry, focusing most of his career on the health care industry. He previously led audit engagements for acute care hospitals, post-acute care facilities, surgery centers and other health care providers.

Anna Stevens

Anna Stevens

Throughout her career, Stevens has worked with a variety of health care entities, including physician practices, ambulatory clinics, acute care hospitals and post-acute care facilities.

Weaver has expanded its health care practice to help meet the evolving needs of health care organizations, including medical groups, hospitals, clinics, surgical, imaging and rehabilitation centers, as well as physician and dental practices.

RSM Promotes 39 to Partner and Principal

Chicago-based RSM US (FY17 net revenue of $2 billion) announced the promotion of 39 employees to partner and principal roles.

“Each of these individuals demonstrates RSM’s core values and has continuously displayed strong leadership and a commitment to serving as a first-choice advisor to our clients, their colleagues and the communities in which we operate. It is with great pleasure that RSM recognizes their significant contributions,” says Joe Adams, MP and CEO.

View the complete list of partners and principals.

Windham Brannon Promotes Morris to Principal

Anne Morris

Anne Morris

Windham Brannon (FY2016 net revenue of $24.6 million) of Atlanta has promoted Anne Morris to principal. Morris joined Windham Brannon in 2001 and leads the employee benefit plan practice and not-for-profit practice.

“I’m so proud of how much Anne has accomplished and the positive impact she’s had on our clients and our team,” says Heidi LaMarca, MP. “We take great pride in fostering our employees’ growth to help them reach their fullest potentials. And, it’s especially fulfilling to see talent, like Anne, continue to flourish and grow into true leaders at the firm.”

Blum Joins KLR Executive Search Group

Edward Blum

Edward Blum

Providence, R.I.-based KLR’s (FY16 net revenue of $43.8 million) Executive Search Group welcomes Edward Blum, who has more than 25 years of experience with matching great talent with exceptional opportunities.

His experience complements KLR’s expertise with recruiting for executive level, C-Suite positions with finance, accounting, banking, human resources and technology opportunities.

“Ed joins KLR at a critical time in the expansion of our business. Ed has a strong industry presence and is the “go-to” person for leadership recruitment. That he chose KLR is a testament to our growing brand as one of Boston’s top talent recruiting firms,” says Michael Tousignant, Executive VP.

BDO USA Announces New Leaders

Albert Lopez

Albert Lopez

Chicago-based BDO USA (FY17 net revenue of $1.4 billion) named Albert Lopez CEO of the Americas region of BDO International. Mike Musick will succeed Lopez as assurance MP for BDO USA’s Southeast region and Stephen Ferrara will succeed him as the U.S. representative to the BDO Americas board, which Lopez will now chair. Each of these appointments is effective Jan. 1, 2018.

As Americas CEO, Lopez will lead strategic initiatives in the Americas region for the global network. He will be responsible for the operational oversight of the entire region, including market analysis, practice management, business development and the growth of BDO member firms in the region.

Mike Musick

Mike Musick

Lopez has more than 30 years of experience in public accounting works closely with his clients’ management teams on general business counseling and planning. He has extensive technical experience with the SEC, taking companies public, and consulting on mergers and consolidations.

Musick has more than 25 years of public accounting experience serving both publicly and privately held clients in various industries, including health care, real estate, manufacturing and distribution, and communications and entertainment. He has worked on numerous initial public and secondary offerings and has managed the periodic filings of clients in a variety of industries.

Stephen Ferrara

Stephen Ferrara

Ferrara has more than 30 years of experience working in public accounting and in industry as a CFO. As the COO of BDO USA, he is responsible for oversight and leadership of the firm’s assurance and tax business lines and the development and performance of each practice office. Ferrara oversees BDO’s business development, corporate planning, finance, information technology, marketing and communications functions.