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 and compliance-related matters for mutual funds, particularly large fund families and series trusts
• Financial reporting requirements facing private equity funds, master-feeder funds and fund-of-funds
• Derivative instruments and difficult-to-value securities, including foreign instruments
• Compliance needs for all entities in a client’s investment company complex, including broker/dealers, investment advisors, custodians and transfer agents
• Technical development and training for the firm and clients

RECENT PROJECTS:

• Conducted internal control examination and surprise custody examination for a large mutual fund family
• Conducted on-site training for staff of a large service provider
• Presented Webinars on the RIC Modernization Act for the firm’s clients and Small Funds Network
• Served as panelist speaker for a service provider’s client conference

PROFESSIONAL ASSOCIATIONS & EDUCATION:

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

UP CLOSE:

• Enjoys sporting events, especially those of her two children, Kaylie and Logan
• Loves watching and playing football
• Subscribes to US Weekly
• Favorite board games include Taboo, Scrabble and Cranium