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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Baker Tilly Adds New Partner Bridget Quinn to Banking Practice in New Jersey

Chicago-based Baker Tilly (FY19 net revenue of $754.8 million) has admitted Bridget Quinn as a partner in the firm’s financial services practice.

Quinn has worked extensively with clients in the financial services, insurance and banking industries. She serves clients in both the private and public sectors, and has advised clients on financial statements and related disclosures, as well as the implementation and application of accounting rules, regulations and regulatory remediation issues.

Quinn has led assurance engagements for financial institutions, including large global institutions, regional and community banks, mortgage banks, asset managers and brokerage entities.

She was a founding member and former vice chair of the Baker Tilly International network’s financial institutions committee.

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Marks Paneth Names Lisa Tenore as PIC of Forensics Practice

New York-based Marks Paneth (FY18 net revenue of $136 million) has announced that Lisa Tenore has been appointed PIC of the trade remedies, forensics, litigation and valuation services practice in the firm’s advisory services group.

Tenore leads a team of CPAs, financial analysts and data analysts in forensic and fraud investigations, calculation of economic damages, business valuations, business consulting, trade remedies consulting and calculation of customs duty interest payments. Her expertise will be instrumental in growing these services and in managing the group’s ongoing performance, the firm announced.

“I look forward to working with Lisa to expand our advisory services practice,” says Dean Nelson, the firm’s PIC of advisory services. “As the practice continues to grow, her impressive skills and experience further enhance the value we deliver to clients in the increasingly important areas of trade remedies, forensics, litigation and valuation services.”

Tenore’s background includes serving as a computer capacity planner for the U.S. Department of Justice and in the U.S. Air Force. She is based in the firm’s Washington office.

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Daniel Nickischer Named Partner at RKL

Lancaster, Pa.-based RKL LLP (FY18 net revenue of $82.5 million) has announced that Daniel Nickischer has been admitted as a partner.

“We are proud to welcome Dan to the RKL partnership,” says RKL CEO Edward Monborne. “We know his focus on delivering proactive client service, deepening his specialized knowledge and giving back to the community will help advance the growth and success of the RKL team.”

Nickischer provides financial, accounting and tax services to both individuals and businesses. He also specializes in accounting for employee stock ownership plans. His expertise is in the manufacturing and distribution and real estate and construction industries.

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Sacco Named Latest Addition to Friedman Management Committee

New York-based Friedman LLP (FY18 net revenue of $117 million), has expanded its management committee to include partner Michael Sacco.

Sacco brings more than 20 years of professional experience to the management committee. He has developed several practices within the manufacturing, distribution and retail group, including consumer products, diamond and jewelry, and fashion. He focuses on tax, audit and business advisory work to help clients grow and improve operations. supporting growth initiatives and uncovering opportunities to improve key operations.

His election to the management committee reflects the firm’s efforts to enlist young leaders in the firm’s long-term development.

Harriet Greenberg, Friedman co-MP, says, “His role on the management committee will allow Friedman to reap the benefits of his insight and leadership well into the future.” Friedman co-MP Fred Berk adds, “Mike embodies Friedman’s values. He is client-service oriented, possesses amazing technical expertise and is an enthusiastic mentor to his colleagues.”

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MGO Announces New OMPs

Los Angeles-based MGO (FY18 net revenue of $60.4 million) announced three personnel changes.

Maria Sanjurjo will serve as MGO’s OMP of the Bellmore, N.Y., office on Long Island. She joined the firm when it acquired Schwartz & Company, where she served as an assurance partner. She works with investment advisors, investment funds, high-net-worth individuals and middle market companies.

Steven Kreit will serve as OMP for the New York office, where he leads the firm’s SEC practice. He leads training sessions on assurance topics, including Section 404 of the Sarbanes-Oxley Act, audit methodology and risk-related issues.

Richard Paris, formerly the OMP in New York, will move into the role of leader of the tri-state area (Connecticut, New Jersey and New York). He will focus on growing MGO’s services including assurance, tax and advisory services as well as MGO’s China practice.

“Our firm’s remarkable growth throughout the East Coast is largely due to the strength and vision of our leadership team,” says MGO CEO and MP Kevin O’Connell. “As we continue on our upward trajectory, these leaders’ expertise is increasingly important.”

MGO began on the West Coast, but has since expanded to the Midwest, New York and the East Coast. Staff now number more than 475.

“With the cohesion of these spectacular teams, we continue to see growth in other areas, not just in the U.S., but abroad as well,” O’Connell says.

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Marks Paneth Announces New Partner in the Financial Services Practice

New York-based Marks Paneth (FY18 net revenue of $136 million) has announced the addition of Philip DeRosa as attest partner in the firm’s financial services practice.

To this role, DeRosa brings more than 20 years of experience in the financial services sector, particularly with alternative investment firms.

DeRosa joins an established team that helps clients – including private equity firms, hedge funds, broker-dealers and investment advisors – navigate regulatory and compliance requirements and facilitate new growth opportunities by providing a wide range of attest, tax and advisory services.

His expertise in investment performance services, including compliance with global investment performance standards (GIPS), giving investors confidence in the integrity of performance presentations and the transparency to evaluate investment managers appropriately.

MP Harry Moehringer says, “Although we have had a financial services practice for quite some time, we will leverage Phil’s expertise to grow our practice and provide clients with the invaluable guidance and resources they need as the financial markets continue to evolve.”

Prior to joining Marks Paneth, DeRosa helped direct and grow the financial services practices of several large accounting firms, including the Big 4. He is based in the firm’s New York headquarters.

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George Cobleigh Joins CBIZ as Managing Director

Cleveland-based CBIZ (FY18 net revenue of $785 million) has expanded its private equity/venture capital practice with the addition of George Cobleigh as managing director in the Providence, R.I., and Boston offices.

“With over 30 years of tax experience, including more than 15 years at one of the world’s largest private equity firms and over 15 years at one of the Big 4 accounting firms, George provides both industry perspective and a depth of expertise that will greatly benefit our private equity clients,” states Scott Wragg, senior managing director of the CBIZ New England offices.

Prior to joining CBIZ, Cobleigh served as the director of tax at Providence Equity Partners, leading all tax functions at the firm. Prior to that, he worked at EY for more than 15 years.

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Wiss & Company Announces Promotions

Livingston, N.J.-based Wiss & Company (FY18 net revenue of $39.2 million) announces that Brian Glavotsky has joined the Wiss private client advisory practice as a partner in the tax services group, where he will serve as an international tax expert with a focus on high-net-worth individuals.

The firm also announces the admission of Amos Gibello to partner specializing in accounting and consulting for engineering firms, Carolyn Hall to PIC of the outsourced accounting practice and Arfa Scott to partner, specializing in trusts and estates.

“Our advisory services have grown significantly over the past few years, particularly as it relates to our private client advisory group. Brian will help navigate our high-net-worth clients through the opportunities and intricacies of state, federal and international tax law,” says MP Paul Peterson. “We are really proud to recognize Amos, Carolyn and Arfa with promotions to partner. They have each established themselves as true experts and leaders in their respective areas of practice.”

Glavotsky joins Wiss & Company from Raich Ende Malter & Co., where, for nearly a decade, he has advised high-net-worth individuals on their tax strategies.

Gibello joined Wiss in 2002 and works with companies that range in size from single contracts to those with MBE, DBE or WBE certificates as well as multi-state engineering firms and organizations with multiple divisions and complex structures.

Hall pioneered the outsourced accounting in-the-cloud division at Wiss and works with clients in various commercial industries, real estate companies and professional service firms.

Scott has been in the trusts and estate field for over 15 years and focuses primarily on estate and gift planning, succession planning and related compliance matters.