Overview

Tony Bakale, CPA

Chris Bellamy, CPA

Marcy Conklin, CPA

Maura Corrigan, CPA

Aly Cottam, CPA

Lisa Downing, CPA, MSA

Brett Eichenberger, CPA

Kerry Gubics, CPA

Stephanie A. Hanayik

Keith Klodnick, CPA

Michael Kolk, CPA, MS, JD

Julie Lowry, CPA

Chris MacLaren, CPA

Peggy McCaffrey, CPA

Mike Meckstroth, CPA

Shelly Nahrstedt, CPA

Patricia Piteo, CPA

Mark Schikowski, CPA

Rob Velotta, CPA, MT

Beth Whitmer, CPA

MY FOCUS:

• Audits of mutual and hedge funds
• Issues facing newly-organized funds and funds with valuation challenges
• Diverse client base and investment strategies, including fixed income, derivatives and complex structures (MLPs, CFCs, etc.)
• Experience with some of the largest mutual fund servicing companies nationwide
• Recruiting, marketing and business development for the firm

RECENT PROJECTS:

• Agreed-upon procedures engagement related to compliance controls for a large fund service provider
• Audit of closed-end fund complex with 100% illiquid fixed income investments
• Coordinated and planned seed audit for newly-seeded series trust
• Presented to the Wisconsin Mutual Fund Group on financial reporting developments related to fair valuation and derivative disclosures

PROFESSIONAL ASSOCIATIONS & EDUCATION:

• Licensed CPA in Ohio and Wisconsin
• Member, Ohio Society of CPAs and American Institute of CPAs
• Xavier University, B.S.B.A. in accounting and entrepreneurial studies, summa cum laude

UP CLOSE:

• Recent reads: The Big Short by Michael Lewis, Tale of Two Cities by Charles Dickens and The Real George Washington by Jay Perry and Andrew Allison
• Enjoys reading, gardening and playing flag football