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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
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MY FOCUS:
- Audits of mutual funds, hedge funds and other industries
- Consulting to investment advisors as a closely-held business and related issues of a private enterprise
- Custody Rule relating to RIAs
- Diverse client base with varying complexities and issues relating to valuation
- Board member for Cohen Fund Audit Services and related company, Cohen & Company, Ltd.
- Previous partner-in-charge of audit practice for firm and Cohen & Company, Ltd.
RECENT PROJECTS:
- Approximately 20 custody exams and related internal control engagements relating to Custody Rule changes
- Panelist for Custody Rule Webinar for RIAs
- Primary or concurring partner on nearly 100 mutual and hedge funds
PROFESSIONAL ASSOCIATIONS & EDUCATION:
- Licensed CPA in Ohio, Florida and Wisconsin
- Member, Ohio and Florida state societies of CPAs and American Institute of CPAs
- John Carroll University, B.S.B.A in accounting
UP CLOSE:
- Board member and past president, Habitat for Humanity of Summit County, Greenleaf Family Center and the National Multiple Sclerosis Society Audit Committee
- Avid runner, including half marathons (after years of hating to run)
- Recent read: The Tao of Leadership: Lao Tzu's Tao Te Ching Adapted for a New Age by John Heider
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