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 funds, hedge funds and broker/dealers
• Custody examinations in accordance with the amended rule
• Experience with large clients with more than 40 funds and total net assets exceeding $40 billion
• Experience with multiple service providers and clients with a variety of investment objectives, including investments in complex derivatives

RECENT PROJECTS:

• Revised the firm’s custody procedures related to the amended custody rule
• Presented at Ohio University on financial literacy
• Conducted training presentation for a key service provider

PROFESSIONAL ASSOCIATIONS & EDUCATION:

• Executive Board of Trustees, Greater Cincinnati Mutual Fund Association
• Treasurer, Music Loves Ohio
• Member, Ohio Society of CPAs and American Institute of CPAs
• Ohio University, B.B.A in accounting & finance, cum laude

UP CLOSE:

• Recent reads: The Company Man by Joseph Finder and Hunger Games by Suzanne Collins
• Enjoys traveling, playing and watching sports, including golf and poker