On the move: HCVT adds to partnership

January 10, 2025 12:18 PM

Ericksen Krentel elects sixth MP; Yeo & Yeo, Grassi and BMSS move offices; IFRS Foundation appoints three new trustees; and more news from across the profession.

ALABAMA

BMSS Advisors & CPAs announced an expansion into the Mobile and Eastern Shore markets with a new office location in downtown Mobile, to be led by managing director Phillip Rivers.

CALIFORNIA

Jamie Barry

HCVT, Los Angeles, added to the partnership: Jamie Barry and Jane Chang in international tax; Kyle Fang and John Frick in tax; and Susan Rarick and Elisa Reyes in state and local tax.

CONNECTICUT

Headquarters of the Financial Accounting Foundation, Financial Accounting Standards Board and Governmental Accounting Standards Board

The Financial Accounting Foundation Board of Trustees, Norwalk, announced it has opened the search for several crucial leadership roles, including chair and members of the board of trustees, the FAF's executive director, a Financial Accounting Standards Board member, and chair of the Financial Accounting Standards Advisory Council.

FLORIDA

Gerson, Preston, Klein, Lips, Eisenberg & Gelber, Miami, promoted: Nicolò Fabbrizio to partner; Katya Marasac to tax director; Janiece Rodriguez and Javier Milo to tax managers.

GEORGIA

Charlsie Pritchett

Bennett Thrasher, Atlanta, promoted to partner: Charlsie Pritchett and Shawn Roberts in the FR&A practice; Evan Ottaviano and Spencer Rees in the TAS practice; and Michael Hoover, who will also continue to serve as chief growth and strategy officer.

ILLINOIS

Photo courtesy of RSM US LLP

RSM US, Chicago, launched a new advertising campaign spotlighting its consulting solutions.

INDIANA

Matt Howard

Matt Howard was promoted to director, transaction advisory services group, at Blue & Co., Carmel.

KENTUCKY

The Association for Accounting Marketing announced it is now accepting nominations for its 2025 Marketer of the Year Award and that it launched the Business Developer of the Year award. (Read the full story.)

CPA Firm Management Association, Lexington, added two board members: Karen DeBora, director of CPA operations and administration at Aldrich CPAs + Advisors; and Tammy Goodwin, firm administrator at TRP Sumber.

LOUISIANA

James Tonglet

James Tonglet was elected the sixth managing partner at Ericksen Krentel, New Orleans, where he has spent his entire career, starting as an intern and becoming a full-time staff accountant after graduating with his bachelor's degree in accounting from the University of New Orleans in May 1989. The firm also elected Josh Faubert and Kelly Haden to its partnership.

Hannis T. Bourgeois, Baton Rouge, appointed: Elizabeth Hampton to associate partner; Daniel Darensbourg and Michelle Garbiras to partner; and Claire Harrell to director and chief operating officer.

MASSACHUSETTS

Dilia Teixeira was promoted to chief operating officer and Matthew Michienzi to partner, at LGA, Woburn.

MICHIGAN

Yeo & Yeo, Saginaw, relocated its Southeast Michigan offices to a new location in Troy. The professionals in Yeo & Yeo's Auburn Hills office and Bloomfield Hills office, formerly the practice of Berger, Ghersi & LaDuke, who joined Yeo & Yeo in July 2024, relocated to the new office located on the fourth floor of the Troy Corporate Center II at 880 W. Long Lake Road, Suite 400. In other firm news, Andrew Matuzak was named the new leader of Yeo & Yeo Wealth Management, succeeding Pete Bender, who led YYWM for six years.

MINNESOTA

CliftonLarsonAllen, Minneapolis, appointed: James Watson as chief solutions officer, Paul Bailey as chief growth officer; Kirthi Mani as chief people officer; Josh Enger as chief outsourcing officer; Chastity Wilson as chief tax officer; and Kelli Roberts as RMP of the Sunbelt region.

Jodi Bursheim and Geniene Scherer were promoted to partner at Abdo, Edina.

MISSOURI

Anders CPAs + Advisors, St. Louis, promoted 23 employees, listed here.

NEW HAMPSHIRE

Jameson Meschino was promoted to principal at Nathan Wechsler & Co., Concord.

NEW JERSEY

Kristin Anderson

Kristin Anderson was admitted as a partner at Nisivoccia, Mt. Arlington.

Chris Saray, Karolis Matulis and Timothy Torres were promoted to principals at Wilkin & Guttenplan, East Brunswick.

Matthew Bernocchi, Igor Petrovic and Joseph Saverino were promoted to partner at Sax, Parsippany.

NEW YORK

PJ Manchanda

PJ Manchanda was hired as a tax partner in the private client services group at EisnerAmper, New York.

Grassi has relocated its New York City headquarters to 360 Madison Avenue, on the seventh floor.

Amanda Della Sala and Andrew Borowski were promoted to partner, in advisory and consulting and small business advisory, respectively, at The Bonadio Group, Rochester, along with three new partners that the firm added through their merger with Cover & Rossiter: Marie Holliday, regional managing partner, Mid-Atlantic region; Peter Kennedy in assurance; and Jennifer Pacilli in small business advisory.

CohnReznick, New York, elected 16 people to its partnership, effective Feb. 1, 2025: Travis Butler and Arvinder Kaur in national tax; Jay Civittolo, Blair Uremovic, Christopher Nardone and Ryan Weir in assurance; Whitney Coombs, Jonathan Maakestad, Mark Papa, Endri Pasholli and C. Logan Robertson in tax; Edward Edelman and Thomas Sallah, Value360; Mohammad Hasham in global consulting solutions; Julie Murawski in marketing; and Benny Rausa in finance.

NORTH CAROLINA

Leigh Hayes was hired as a partner in the financial services practice at Forvis Mazars, Charlotte.

OHIO

GBQ Partners, Columbus, promoted to director: Mallory Ashbrook in forensic and dispute advisory services; Steve Boston in IT assurance and business advisory services; and Tobin Perrill in assurance and business advisory services.

PENNSYLVANIA

Cami Grimm

Brown Plus, Camp Hill, promoted: Cami Grimm and Ryan Perez to audit senior manager; Kyle Bushong to audit manager; Jenna Dean to outsourced accounting supervisor; Gabriella Licata and Victoria Wanek to audit supervisor; Christopher McCormick to audit senior associate; and Canyon Zeigler and Eric Zimmerman to tax senior associate.

Boyer & Ritter, Camp Hill, promoted, to manager: James Farano and Geneka Zechman; to supervisor: Rachel Bosworth and John Sterner; to senior associate: Adrianna Gray, Tyler Fulton, Jessica Kole, Zoe Eubert and Noah Zolnak.

TENNESSEE

Melissa Sun

LBMC, Nashville, promoted: Melissa Sun to shareholder, tax; Scott Bowman to shareholder, chief operating officer and chief financial officer; Chris Crowder to shareholder, audit; Brian Willis, shareholder, cybersecurity; and Ginger Wyatt to managing director, client advisory and accounting services; and hired: Mike Arthur as audit shareholder; Brian Davis as managing director, tax and transaction advisory services; Steven Ezell and Eric Myers as shareholders; and

PYA, Knoxville, promoted: Jennifer Blackwood and Sarah Bowman to equity partner; Mike Shamblin to managing principal, accounting and advisory, and chief risk officer; Terena McCarter to director, operations/talent acquisition services; Katie Baker to senior manager, consulting, revenue and compliance advisory; Paras Metaliya to senior data architect, consulting, business intelligence & analytics; Aaron Newcomer to senior manager, consulting, compensation valuation planning and design; Tim Partridge to senior manager, audit and assurance services; Lori Robbins Smith to senior manager, operations/marketing services; Becca Walters to senior manager, operations/talent management services; Patrick Birmingham and Mary Dombroski to manager, tax services; Allison Conway to manager, audit and assurance services; Heather Lane to design manager, operations/marketing services; Kristina McClelland to manager, consulting, compensation valuation planning and design; Abbie Blevins and Shelby Crosslin to senior, tax services; Olivia Street to senior, consulting; and Lauren Farner to coordinator, operations/talent management services.

TEXAS

Jullie Strippoli

Jullie Strippoli was hired as a senior wealth advisor at Weaver Capital Advisors, Austin.

UNITED KINGDOM

The IFRS Foundation appointed three new trustees: Sheila Alrowaily, CEO of Wisayah Investment Management Co.; Shixin Chen, vice president of the Asian Development Bank; and Assietou Diouf, inaugural chief executive officer of VaxSen; and announced the reappointment for a second term of trustees Jorge Familiar and Keiko Tashiro.

WASHINGTON

Moss Adams promoted to partner, in Denver: Nicole Jura in the manufacturing and consumer products practice; Michael Chmelik in M&A tax services; in Seattle: Shane Griffiths in state and local tax services; in Dallas: Jonathan Mason and Lindsay Webb in provider reimbursement enterprise services; in Sacramento: Mang Fang in technology; in San Francisco: Erik Weinapple in the financial services practice; in Portland, Oregon: Erika Williams in the health care practice; in Los Angeles: Cody Neely in the apparel practice; and in San Diego: Andrew Yacoub in technology.

WASHINGTON, D.C.

Sharyn Fisk, currently director, Office of Professional Responsibility, announced her plans to depart from the Internal Revenue Service after five years, effective Jan. 31, 2025.