Macias Admitted as Partner at MGO LLP

Rodrigo Macias

Rodrigo Macias

Los Angeles-based Macias Gini & O’Connell (FY17 net revenue of $53.6 million) announced that Rodrigo Macias has been admitted as the firm’s newest partner. Macias joined MGO in 2014 as a director in the San Diego office, where he helped build the firm’s gaming, hospitality and tribal services practice. In that role, he broadened MGO’s advisory service capabilities while establishing himself as an industry thought leader, publishing articles and speaking at national conferences on the subjects of forensic accounting, risk management and operational performance.

In 2016, Macias was named the leader of MGO’s firmwide Advisory Services practice. In that role, he helped expand the firm’s solution architecture to include forensic accounting, risk advisory, transaction advisory, financial advisory and management consulting.

“Rodrigo truly exemplifies the values of the firm in his work and his day-to-day interaction with clients and colleagues,” says Kevin O’Connell, CEO and MP of MGO. “I’m proud to have him as a partner and I look forward to everything he will achieve in his new role.”

Macias has experience managing internal audits on an international scale for fortune 500 companies as well as consulting in various areas such as human resources, purchasing, manufacturing, marketing, hotel, retail and casinos.

PKF O’Connor Davies Admits Andriola as Partner

Michael Andriola

Michael Andriola

New York-based PKF O’Connor Davies LLP (FY17 net revenue of $160 million) announced that it has hired Michael Andriola. Andriola will serve as an engagement partner, planning and overseeing client engagements, including financial analysis and reporting, auditing, internal controls, budgeting and strategic planning.

“We were impressed with Mike’s experience and commitment to delivering better results for the clients he serves,” says Kevin Keane, MP. “His knowledge will be an asset to the Firm, and we welcome him to his new leadership role on the PKF O’Connor Davies team.”

With more than 15 years of accounting, auditing and business advisory experience on the executive level, Andriola will serve as engagement partner, for clients in industries including construction, not-for-profit and governmental entities.

“Throughout my career, my focus has always been on helping clients assess their financial health through rigorous audits and operational analyses that ultimately help them run their businesses better,” says Andriola. “I look forward to sharing what I’ve learned and collaborating with the respected team at PKF O’Connor Davies.”

Moss Adams Names New National Practice Leader and PICs

Gabe Nachand

Gabe Nachand

Seattle-based Moss Adams (FY17 net revenue of $577 million) announced a new national practice leader and three PICS.

“We’re fortunate to have so many capable leaders within the firm who are willing and eager to help further our goals for growth and continued excellent client service,” says Chris Schmidt, chairman and CEO of Moss Adams.

Mark Thoma

Mark Thoma

Gabe Nachand was selected as the national practice leader for the financial institutions practice. He joined Moss Adams in 1995 and has been a partner in the financial services practice since 2005. Nachand works exclusively with financial services companies, many of which are SEC reporting companies. He specializes in enterprise risk management implementation and evaluation as well as technical accounting matters such as allowance methodologies, CECL implementation, acquisition accounting and mortgage operations.

Craig Sanders

Craig Sanders

Mark Thoma was named as the PIC of the Tacoma, Wash., office. Thoma has been with Moss Adams since 1997 and focuses on providing accounting and business advisory services to owner-managed entities with an emphasis on clients in construction, real estate and professional services industries.

Craig Sanders was named PIC of the financial services consulting practice. Sanders has been providing audit and IT security services since 1999 and joined Moss Adams in 2016 as a partner following the firm’s combination with Contineo. Sanders works with clients in the financial services industry to implement core business solutions, internet banking and cash management platforms, business continuity and disaster recovery planning and programs, GLBA compliance and telecommunications and delivery systems.

Brad Smith

Brad Smith

Brad Smith was named PIC of the Eugene, Ore., office. Smith has been with Moss Adams for 18 years. He specializes in working with manufacturing and consumer products companies, ranging from early-stage start-up companies to multinational, privately held entities.

Amato Named PIC of Professional Standards Group at Marks Paneth

Michele Amato

Michele Amato

New York-based Marks Paneth LLP (FY17 net revenue of $131.4 million) has announced that Michele Amato has been named PIC of the professional standards group. In this role, Amato will oversee the firm’s compliance with, and implementation of, accounting, auditing and attestation standards, independence and ethics requirements, and quality control standards set forth by leading industry authorities and regulatory agencies.

Previously, Amato served as a director in the professional standards group at Marks Paneth. Prior to joining the firm, she held leadership roles in the audit and quality control departments of other regional and national accounting firms.

“Michele’s extensive experience and intimate knowledge of the regulatory landscape are essential to maintaining our firm’s stringent levels of professionalism,” says Michael McNee, PIC of attest services. “Her oversight of vital quality control functions will be an invaluable asset to both Marks Paneth and every client who places their trust in us.”

Amato is based in Marks Paneth’s New York headquarters, overseeing the quality control, risk management, independence and ethical standards of all office locations.

Citrin Cooperman Admits New Partners

New York-based Citrin Cooperman (FY17 net revenue of $244 million) announced that it has admitted eight directors to partner or principal, effective July 1.

“On behalf of the partners and principals of Citrin Cooperman, I want to congratulate our newest partners and principals,” says Joel Cooperman, CEO of Citrin Cooperman. “We are proud to promote these hard-working, accomplished individuals and we look forward to their continued contribution to our firm’s success. Citrin Cooperman has promoted over 60 people to partner over the past six years, and it is a tribute to them and to our outstanding training and the culture of entrepreneurship and dedication to client service that permeates all of our offices.”

The newly admitted partners and principals include:

  • Kenneth Burstiner, partner, New York
  • Anthony Cilibrasi, partner, White Plains, N.Y.
  • Michael Crawley, partner, Providence, R.I.
  • Brian Lomasky, partner, New York
  • Corey Smith, partner, Providence
  • Blake Spina, partner, White Plains
  • Thomas Walsh, principal, New York
  • Jennifer Sklar-Romano, principal, New York

MCM CPAs & Advisors Names Next MP

Brad Smith

Brad Smith

Louisville, Ky.-based MCM CPAs & Advisors (FY17 net revenue of $54 million) recently appointed its next MP. Brad Smith, MCM’s current assurance services team leader, will succeed current MP Diane Medley on July 1, 2019. This transition is a part of the Medley’s intended succession plan, aimed at providing a springboard for future leaders and allowing the firm to continue growing and serving clients well into the future.

“This is a testament to the dedication, thoughtfulness and leadership that Brad has shown in his nearly 16 years with the firm, and especially in his stewardship of MCM’s assurance services team,” says Medley. “Under his direction, MCM has a bright future ahead of it.”

Over the course of the next year, Medley and Smith will work together to gradually transition the role across all seven of the firm’s offices in Kentucky, Indiana and Ohio. Following the transition, Medley will remain with MCM full-time in the role of chair, where she will continue to work with select clients and serve in a strategic firm leadership position.

Smith has been with MCM since 2002. His primary focus with clients is middle market growth-oriented companies in the manufacturing, distribution, services and construction industry niches.

“I look forward to working with Diane and our partners as we continue to execute on MCM’s strategic plan,” says Smith. “I want to ensure we’re always building on the strong foundation provided by our firm’s founders.”

New Partner Admitted at Mathieson Moyski Austin & Co.

Brian Hagene

Brian Hagene

Brian Hagene has been promoted to partner at Mathieson Moyski Austin & Co. LLP of Wheaton, Ill.

“We are happy to announce Brian’s admission as partner,” says Mike Moyski, MP. “Brian has consistently contributed to the firm in the area of business development and with his expertise in the construction industry. We welcome Brian to the leadership team.”

Hagene has more than 20 years of accounting experience and has worked in public accounting as well as in private industry as a controller and director of office operations. At MMA & Co. he works primarily with owners of growth-oriented businesses, assisting them with financial and tax needs.

Mathieson Moyski Austin & Co., is a full-service accounting and financial services and has been serving clients since 1987. The firm works primarily with closely-held businesses, high net worth individuals and local governments.

Prager Metis Welcomes Chen as Principal and Leader of the China Team

New York-based Prager Metis CPAs LLC (FY17 net revenue of $82.5 million) welcomes Jenny Chen as its newest principal. Chen will be a leader of the China team in the Prager Metis’ international group, and will be based out of the firm’s New York office.

The creation of a China team in the firm’s international group underscores Prager Metis’ commitment to serving a global clientele. The China team delivers a wide array of international audit, accounting and tax services to newly established companies, private companies and listed companies, including those with subsidiaries in China, as well as resident and non-resident individuals. The China team is also well versed in International Financial Reporting Standards (IFRS) and U.S. GAAP, and provides a full range of public companies services to both current and potential public companies.

“Bringing Jenny on board is essential for our plans to expand our resources and further strengthen our reputation and expertise as an International services firm,” says Raymond Zomerfeld, PIC of the international practice group. “With her extensive background and strong expertise in Chinese companies in particular, she is a great addition to the Prager Metis team.”

Chen provides her clients with dedicated and efficient accounting, tax and advisory services. Her specialties service real estate entities, commercial and residential buildings, financial service companies, not-for-profit organizations, professional service firms, internationally traded companies and employee benefit plans. She is fluent in Mandarin, and frequently works with her Chinese clients on U.S. GAAP and international financial reporting issues, dealing with complex capital structure and strategic business plans.

HBK Names Kohner as West Palm Beach Principal-in-Charge

Michael Kohner

Michael Kohner

Canfield, Ohio-based HBK CPAs & Consultants (FY17 net revenue of $80 million) welcomes Michael Kohner as principal-in-charge of its newest office in West Palm Beach, Fla.

Kohner has extensive experience in serving the complex needs of high net worth individuals and their companies. He has more than 30 years of industry experience consulting with clients on issues such as federal and state income tax planning; preparation or review of income tax provisions, analysis and determination of level of sustainability of uncertain tax positions; deal structuring; mergers and acquisitions; family wealth and charitable gift planning.

Before joining HBK, Kohner was the office managing director of the Andersen Tax Florida practice, coordinating the activities of tax, accounting, financial planning and valuation professionals, and serving as the firmwide resource on corporate technical advisory matters.

Wheat Named as COO at HSNO

Joseph Wheat

Newport Beach, Calif.-based Hagen Streiff Newton & Oshiro announced that partner, Joseph Wheat, has assumed the role of COO for the company.

In this role, Wheat is responsible for carrying out the strategies and decisions that the company’s executive committee make. Wheat also oversees all the financial aspects of the firm, from day-to-day accounting activities to long-term financial planning.

Having been with HSNO for 25 years, Wheat started as a staff accountant and from there has worked as a senior accountant, manager, senior manager and is now a partner along with holding the position as COO.

As a forensic accountant, Wheat has worked in multiple sectors including but not limited to: asset tracings, matrimonial dissolution, aerospace, computer microchips, construction, energy, finance, medical, restaurant and retail operations. He also has testifying experience for cases that include lost profits, business valuation, projections of cash flow and construction defect.