Seasoned professionals with 100+ combined years of financial expertise
Managing Partner & CFO
MBA, Wharton School of Business
CPA, CMA
20+ years leading financial transformations for Fortune 500 companies. Specializes in corporate restructuring and international tax strategy.
Tax Director
JD, Harvard Law School
LL.M. Taxation, NYU
15-year IRS veteran with deep expertise in complex tax litigation and international tax compliance.
Audit Partner
MAcc, University of Texas at Austin
CPA, CISA
Leading our assurance practice with 18 years experience in SOX compliance and financial controls.
Senior Wealth Manager
CFA, CFP®
MBA, Stanford Graduate School of Business
Private wealth expert managing $2B+ in client assets with focus on sustainable investing.
Forensic Accounting Director
MSc Forensic Accounting, Northeastern University
CFE, Cr.FA
Special investigator with 12 years experience in financial fraud detection and anti-money laundering.
Corporate Controller
BSc Accounting, University of Illinois
CPA, CMA
Operational finance leader with expertise in ERP implementations and global accounting standards.
International Tax Partner
LL.M International Tax, Georgetown University
CPA, MT
Cross-border tax strategist advising multinational corporations in 30+ countries.
Professional Certifications
Assets Under Advisory
Countries Served