People on the move: Warren Averett names its first female CEO
July 21, 2017 3:11 PM
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CohnReznick appoints office managing partner in Chicago; BeachFleischman taps Phoenix office managing shareholder; and other personnel news.
ALABAMA
Mary Elliott was named chief executive officer of Warren Averett, Birmingham, succeeding Jim Cunningham, who is retiring from the role at the end of the year. Elliott, the first female CEO at the firm and one of three female CEOs in the top 35 accounting firms in the country, has worked her entire career at Warren Averett, serving clients in the health care consulting division for more than 30 years. Elliott has served as the firm’s chief operating officer and chair of the operations board since 2012. The firm also announced member Gregory Sellers was appointed to the editorial board of the AEP Alert Technical Corner of the National Association of Estate Planners and Councils in Montgomery.
Adam Nollmeyer
ARIZONA
Christopher Lutes was appointed managing shareholder of the Phoenix office of BeachFleischman, succeeding Philip Taylor, who led the firm’s Phoenix office since 2013 and announced his retirement after a 45 year career. Lutes, appointed as part of the firm succession plan, will lead BeachFleischman’s Phoenix market operations and expansion and continue to serve his clients while also focusing on business development.
CALIFORNIA
Nir Shtolzberg was named managing director in the Los Angeles office of Andersen Tax.
DELAWARE
Tini Graff and Adam Necelis were promoted to supervisor in the tax and small business department of Belfint Lyons & Shuman CPAs, Wilmington. Also at the firm, Lee Sausen was promoted to senior accountant in the tax and small business department and Tyler Dorso and Emily Schmidt were promoted to staff II accountants.
ILLINOIS
Nicole Szczepanek was hired as a tax director in the manufacturing and distribution practice of Baker Tilly Virchow Krause, Chicago.
Jason Burian was named office managing partner of the Chicago office of CohnReznick, where he will succeed and continue to report to George Klenovich.
Joe Kulek was promoted to partner-in-charge of the agribusiness services practices at Sikich, Springfield.
Jason Burian was named office managing partner of the Chicago office of CohnReznick, where he will succeed and continue to report to George Klenovich.
Joe Kulek was promoted to partner-in-charge of the agribusiness services practices at Sikich, Springfield.
KENTUCKY
Ryan Moore was promoted to manager in the tax services division of Riney Hancock, Owensboro.
Kimberly Turner was hired as firm administrator at Louis T. Roth & Co., Louisville.
Kimberly Turner was hired as firm administrator at Louis T. Roth & Co., Louisville.
MARYLAND
Kyle Chesser, Cory Roth and Matt Rager were promoted to tax manager at Arthur Bell, Hunt Valley.
Michele Mills was appointed principal in the audit department of DeLeon & Stang CPAs and Advisors, Gaithersburg.
Michele Mills was appointed principal in the audit department of DeLeon & Stang CPAs and Advisors, Gaithersburg.
MASSACHUSETTS
Andrew Hammond was appointed director and wealth advisor at AAFCPAs Wealth Management, Wellesley.
MISSOURI
Kendrick Coleman, staff accountant in the entrepreneurial services group at RubinBrown, St. Louis, received the St. Louis Business Journal’s annual 30 Under 30 award for his professional achievements and community contributions.
NEW JERSEY
Diahann Lassus, president of Lassus Wherley, New Providence, was named one of Investopedia’s Top 100 Most Influential Financial Advisors, created by analyzing the presence and impact of financial advisors across social media channels, TV and radio, conferences and their own blogs and websites.
Sean Stein Smith, assistant professor at Rutgers University-Camden and member of the New Jersey Society of CPAs, Roseland, was one of 38 CPAs honored by American Institute of CPAs as a member of the Leadership Academy's ninth graduating class.
Sean Stein Smith, assistant professor at Rutgers University-Camden and member of the New Jersey Society of CPAs, Roseland, was one of 38 CPAs honored by American Institute of CPAs as a member of the Leadership Academy's ninth graduating class.
NEW YORK
Thomas Müller-Marqués Berger was unanimously elected chair of the Consultative Advisory Group of the International Public Sector Accounting Standards Board until June 2020.
Salvatore Collemi was appointed partner-in-charge of the professional standards group at Marks Paneth, New York. The firm also announced three promotions to director: Timothy McMaugh, who manages business, personal and multi-state tax income issues, Sally Wang, who specializes in high-net-worth individual taxation, family office tax planning, trusts and investment partnerships, and Christopher Wright, who focuses on the legal, tax and compliance components of estate planning and gift, estate and trust tax strategies.
Heather Gates was named national managing director of the audit and assurance emerging growth company practice of Deloitte, New York, succeeding Jim Atwell. Gates served most recently as Deloitte’s west region audit and assurance emerging growth company practice leader and national sales leader and has more than 25 years of experience working with high-growth technology companies, including more than 15 years at Deloitte.
Salvatore Collemi was appointed partner-in-charge of the professional standards group at Marks Paneth, New York. The firm also announced three promotions to director: Timothy McMaugh, who manages business, personal and multi-state tax income issues, Sally Wang, who specializes in high-net-worth individual taxation, family office tax planning, trusts and investment partnerships, and Christopher Wright, who focuses on the legal, tax and compliance components of estate planning and gift, estate and trust tax strategies.
Heather Gates was named national managing director of the audit and assurance emerging growth company practice of Deloitte, New York, succeeding Jim Atwell. Gates served most recently as Deloitte’s west region audit and assurance emerging growth company practice leader and national sales leader and has more than 25 years of experience working with high-growth technology companies, including more than 15 years at Deloitte.
OREGON
Steven Ritchie was named managing partner of Kernutt Stokes, Eugene, succeeding Warren Barnes, who held the position for 16 years Ritchie has been with the firm for more than 20 years and was promoted to partner in 2007.
PENNSYLVANIA
Schneider Downs, Pittsburgh, named four shareholders: Steven Barber, in the automotive client practice in Pittsburgh, who joined the firm in 2003; Jason Lumpkin, in the advantage retirement solutions group in Pittsburgh, who joined the firm in 2000; Trevor Warren, in the audit practice in Columbus, Ohio, who joined the firm in 2001; and Lauren Weddell, in the audit department in Pittsburgh, who joined the firm in 2004.
TENNESSEE
LBMC, Nashville, promoted 12 people to manager. In the audit department: Chris Floyd, Jacob Schuetze and Will Tuttle; in the tax department: Gretchen Bates, Brittney Cooper, Andrew Hill, Catrice James, Mariya Rybolovleva and Jacqueline Weiss; in the risk services department, Devin Wayne; in the litigation valuation mergers and acquisitions department, Price Rainer; and in the internal finance department, Maryline Boules.
WASHINGTON, D.C.
Lawrence Smith, former board member of the Financial Accounting Standards Board, was appointed senior managing director of the SEC and accounting advisory services practice, within the forensic and litigation consulting segment, at FTI Consulting, Washington, D.C.
