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:

• Audit and tax issues for mutual and hedge funds
• Consultations with fund managers on starting up mutual and hedge funds
• Audits of multiple family trusts, exchange traded funds and foreign currency funds
• Development of strategies for new types of mutual fund products
• Tax knowledge of C-corporation mutual funds investing only in Master Limited Partnerships (MLPs)
• Controlled foreign corporation mutual funds
• Practice management and business development for the firm

RECENT PROJECTS:

• Audit of the first open ended C-Corporation mutual fund investing in only MLPs
• Audit of private investment company investing in 100% Level 3 fair valued securities
• Consulted with a start-up of a mutual fund in India
• Presented to Case Western Reserve University’s capstone accounting class on how an investment company operates and how to audit a mutual fund

PROFESSIONAL ASSOCIATIONS & EDUCATION:

• Member, Ohio Society of CPAs and American Institute of CPAs
• Ohio University, B.B.A. in accounting

UP CLOSE:

• Enjoys traveling, reading, and playing soccer and volleyball