Grassi Expands Tax Practice with Addition of New Partner

Robert Tobey

New York-based Grassi & Co. (FY18 net revenue of $63.6 million) has admitted a new partner, Robert Tobey, to the firm’s tax services practice.

Tobey will provide tax planning services and compliance advice to clients with complex federal, state and local tax issues. He is experienced in advising clients in a variety of tax structures, including pass-through entities, multi-state corporations and international businesses. Specializing in the financial services sector, Tobey has worked with hedge, venture, real estate and private equity funds.

In addition to advising Grassi’s corporate clients, Tobey will use his experience working with investors and high-net-worth clients to advise the firm’s individual clients on achieving their tax savings and wealth preservation goals.

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Josh Beck Named New MP of MarksNelson

Josh Beck

Josh Beck has been named MP of MarksNelson (FY18 net revenue of $26.3 million) of Kansas City, Mo.

Beck, a partner in the advisory practice, succeeds Mark Radetic as part of a multi-year succession plan, the firm announced. Beck is also a member of the executive committee and leads the real estate niche.

“MarksNelson employs some of the best and brightest professionals in our industry united by a sincere care for our clients, our team and our community. It is my mission to uphold the legacy we have established over the last 50 years while always evolving to meet the ever-changing needs of our clients,” Beck says.

Beck previously founded an advisory firm that merged with MarksNelson. The firm has added new services including accounting automation, business intelligence, data science services, enterprise resource planning, client relationship management solutions and software customization.

Ranjit Jaswal Joins Mazars As National Leader of Governance Risk & Compliance

Ranjit Jaswal

Ranjit Jaswal

New York-based Mazars USA (FY18 net revenue of $205 million) announced that Ranjit Jaswal has joined the firm as a principal and the new national leader of the governance, risk & compliance (GRC) practice.

Based in the New York office, Jaswal will serve as a member of the Mazars USA consulting leadership team as well as Mazars Group’s global GRC leadership team.

Mazars USA Chairman and CEO Victor Wahba says, “As the national and international regulatory environments continue to increase in complexity and our clients embark on a journey of transformation, we are ensuring that we can best address their needs by growing this important practice. Ranjit’s experience in building and leading GRC practices in multiple environments will be a valuable addition to our firm and for our clients.”

Jaswal, who has worked in London, Hong Kong and New York, has held roles of increasing responsibility within two Big 4 firms as well as global financial services organizations.

“There is an increasing rate of transformation, regulatory complexity, cost challenge and reliance on digital strategies by our clients,” Jaswal says. “This is of critical importance for both them and Mazars. I believe that my long-held commitment in building close relationships with clients to provide the right solutions is perfectly aligned with Mazars’ strategy.”

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Robert Marzan Joins Cullari Carrico as a Partner

Robert Marzan

Robert Marzan

Cullari Carrico of Fairfield, N.J., announces that Robert Marzan has joined the firm and been admitted as a partner.

Marzan specializes in restaurant financials and operational management. He takes a holistic approach to financial management and restaurant operations, and is known for his clear communication about financial with his clients, the firm says.

“We are glad to have Marzan on our growing team of professionals,” says MP Jason Cullari. “He has hand-on experience running restaurants from the financial and operational perspective, which will help our clients realize more from their investment in our services.”

Before joining Cullari Carrico, Marzan launched Next Course Financial Group, a restaurant accounting and finance consulting firm. He also served as the director of finance with the Smith & Wollensky Restaurant Group.

EisnerAmper Announces Regional Office Changes

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has announced changes to its regional office structure with the following promotions, effective Feb. 1:

  • Nicholas Tsafos is PIC of the New York office and is responsible for the day-to-day operations and long-term growth strategy for the office of 700 professionals. He also serves on the board of directors of EisnerAmper Global.
  • Diane Wasser is PIC of the New Jersey offices and is responsible for their day-to-day operations and long-term growth strategy. The offices have more than 400 professionals. She is also the founder and PIC of the firm’s pension services group.
  • Peter Cogan is MP of the financial services industry and is responsible for practice growth, which includes adding services. He is also the leader of the firm’s financial services audit and assurance services practice, a director of the Cayman Islands practice, and a director and the board chair of EisnerAmper Global.
  • Matthew Maulbeck is MP of audit and is responsible for overseeing the practice and leading technology changes within the practice.

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Scott Woznicki Joins CBIZ as Managing Director

Scott Woznicki

Scott Woznicki

Cleveland-based CBIZ (FY18 net revenue of $785 million) has hired Scott Woznicki as a managing director to lead the System and Organization Controls (SOC) practice in New England. He works from the Boston and Providence, R.I., offices.

“Scott brings a depth of specialized expertise in SOC reporting services, an area that continues to grow in importance to a broad spectrum of companies,” states Scott Wragg, senior managing director of the New England offices. “Scott’s addition is an important part of building out our IT risk and assurance practice and further enhancing the advisory services we provide to our clients.”

He provides global consulting, accounting, advisory and attest services to privately held and public companies in the financial services, health care, manufacturing, technology, retail, IT services and telecommunications industries. In addition to providing SOC examinations, he has extensive experience in operational reviews, risk assessments, internal and IT audits, Sarbanes-Oxley (SOX) and cybersecurity.

Prior to joining CBIZ & MHM, he worked at a Big 4 firm, and most recently served as the internal audit director for a large publicly traded organization.

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PB Mares Hires Two Partners to Expand Retirement Plan Services

Newport News, Va.-based PBMares (FY18 net revenue of $41.4 million) has admitted two new partners to lead the retirement plan services team. Gary Kitts and Cindy Kochersperger will operate out of the firm’s Norfolk, Va., location.

“Their years of experience combined with their technical and industry knowledge will undoubtedly aid our growth,” says CEO Alan Witt. “They are problem-solvers and solution-providers and are valued resources for PBMares’ clients seeking retirement plan design, administration and audit services.”

Kitts has led a retirement plan third-party administration practice serving more than 1,200 plans. Areas of expertise include compliance services and employee benefit plan audits under the laws and regulations of the Employee Retirement Security Act of 1974, or ERISA, the IRS and the U.S. Department of Labor.

Kochersperger has served as a partner in retirement plan administration. Focusing on 401(k) and profit-sharing plans for businesses of all sizes, she consults with clients on plan design and assists with plan administration and compliance. Areas of expertise include daily valuation products, investment platforms and traditional balance forward plans.

The expanded PBMares practice includes administration services, benefit plan-related tax compliance services and a portion of its employee benefit plan audit services.

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Grant Thornton Announces New Roles for David Platt, Nichole Jordan

Chicago-based Grant Thornton (FY18 net revenue of $1.87 billion) has named David Platt as its MP for the firm’s East region while expanding the role of regional MP Nichole Jordan by adding the Midwest to a portfolio that previously consisted of Kansas, Missouri, Nebraska, Oklahoma and Texas.

The roles complement an existing position held by Grant Thornton partner Tony Perazzo, who is the MP for the firm’s West region – a position he has held since 2019. He also serves as the OMP in the San Francisco Bay area.

The triumvirate of roles will allow Grant Thornton to more quickly respond to market opportunities and clients, while also supporting people and culture initiatives, the firm says.

Prior to his new role, Platt served as the Northeast region MP. Before that, he was the firm’s New England MP. He works with organizations on financial matters that include strategic planning, corporate board governance, profitability enhancements, and merger and acquisition services. He has served clients as an audit partner in a variety of industries.

Jordan became Grant Thornton’s MP for the Central region in December 2019. She has held a number of senior leadership roles since joining the firm in 2003. She most recently served as the national MP of markets, clients and industry, overseeing more than 1,000 client relationships, industry sectors, regions, sales, market intelligence and analytics.

Perazzo serves public and private audit clients, primarily in the technology and manufacturing industries, with a specialty in the food and beverage sector. He has also worked extensively with large multi-national companies, handling key financial matters. These include initial public offerings and due diligence for mergers and acquisitions. Prior to his current role, he was the firm’s California market leader.

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Tim Lyons Named PIC of Mauldin and Jenkins’ Columbia Office

Tim Lyons

Tim Lyons

Atlanta-based Mauldin & Jenkins (FY19 net revenue of $52.5 million) announces that Tim Lyons has been appointed PIC of the Columbia, S.C., office.

He will be responsible for the management and strategic expansion of the office, which serves clients throughout the Carolinas. Lyons succeeds Chuck Statler, who has served in the role since 2017 when Mauldin & Jenkins merged with Derrick Stubbs and Stith.

“Tim is a forward-thinking and capable leader whose guidance will help support the firm’s overall strategy and grow our presence in the South Carolina region,” says MP Hanson Borders.

Lyons specializes in serving clients in a wide range of industries including state and local governments, higher education and not-for-profit organizations. His experience covers audits and attestation services, consulting and advisory work.

He joined the Atlanta office in August 2009 and relocated to the Columbia office in 2018.

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UHY LLP Welcomes COO, New Partner in Capital Region

Chicago-based UHY LLP (FY17 net revenue of $140.8 million) has admitted Michael Poveda as a partner, and UHY Advisors has hired Michael Antovski as its COO.

Poveda has joined the firm as an assurance and advisory partner. Based in the Albany, N.Y., office, Poveda advises clients on emerging issues and trends impacting businesses, including complex financial reporting matters, structured transactions, risk management and performance improvement.

Poveda provides assurance, accounting and advisory services to national and international clients in various industries, from successful start-ups to the dynamic middle-market and multinational Fortune 500 companies.

“Mike joining our firm is a testament to UHY’s continued investment in our people, clients and to our community commitment in upstate New York,” says Howard Foote, MP of the New York-Capital Region. “Mike has made a significant impact in our community since returning to his home here in Albany. Given his experience as the managing partner for another top-tier global audit, tax and advisory services firm, and his two decades as a trusted advisor to senior leaders, Mike will help us provide clients with our ‘next-level service’.”

Poveda also served as a partner at a Big 4 firm, and he served as the lead client service partner and audit partner on public and privately held organizations. He advised clients on structured transactions, including strategic investments, business acquisitions and financing arrangements. He has extensive experience assisting clients with financial reporting matters, complex accounting standards and internal controls.

In other news at the firm, Antovski, as the new COO, will be responsible for the oversight of the firm’s national shared services including finance, information technology, marketing, corporate compliance and human resources. He will be active in all facets of the firm’s acquisition initiatives.

Antovski, based in Farmington Hills., Mich., office, comes to UHY having worked at a Wall Street law firm, a multi-national accounting firm and a number of law firms focused on the middle market. He has served as the lead tax partner on many mergers and acquisitions, and has led corporate restructuring initiatives. He has extensive experience working with entrepreneurs, private equity firms and financial services organizations.

“Michael’s depth of knowledge and hands on experience complements our strong performance-oriented culture. He will fill a key role on our national leadership team as we witness an unprecedented amount of professional services firms desiring to merge up,” says UHY Advisors CEO Steve McCarty.

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