Management Team
Our dedicated team of professionals can be found using the navigation to the left. Not sure who you’re looking for? Please contact Alison Simons, Director of Marketing at and she’ll point you in the right direction.
Accountants & Advisors
Shareholders
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Dennis S. Pellecchia, CPA, MBA, MSFP
Chairman of the Board / Director - View Profile | Contact
Patrick B. Riley, CPA, CFE
President & CEO / Director - View Profile | Contact
Russell H. Lightman, CPA/PFS, MBA
Shareholder / Director - View Profile | Contact
James M. Philbin, CPA/PFS, MST, CFP®
Shareholder / Director - View Profile | Contact
Christopher M. Stevens, CPA
Shareholder / Director - View Profile | Contact
Joel H. Berenson, CPA
Shareholder - View Profile | Contact
Peter L. Chatellier, CPA
Shareholder - View Profile | Contact
Kevin M. Coveney, CPA
Shareholder - View Profile | Contact
David A. Fontaine, CPA, MBA
Shareholder - View Profile | Contact
Edward J. Giardina, MSA, CPA/ABV, CVA
Shareholder - View Profile | Contact
Stephen M. Gilman, CPA
Shareholder - View Profile | Contact
Robert S. Miller, CPA, CFE
Shareholder - View Profile | Contact
Jason S. Nuttall, CPA
Shareholder - View Profile | Contact
James J. Prescott, CPA
Shareholder - View Profile | Contact
Marshall J. Sikowitz, CPA
Shareholder - View Profile | Contact
Jeffrey R. Swersky, CPA, MBA, MST
Shareholder - View Profile | Contact
James D. Wilkinson, CPA/CITP
Shareholder - View Profile
Martin D. Braver, CPA
(Retired) - View Profile | Contact
Martin E. Margolis, CPA
(Retired)
Principals
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Julia A. Adam, CPA, MST
Principal - View Profile | Contact
William J. Austin, CPA
Principal - View Profile | Contact
Cynthia Caproni, CPA
Principal - View Profile | Contact
William I. Carmen, CPA
Consultant - View Profile | Contact
Robert J. Civetti, CPA
Principal - View Profile | Contact
Frederic Katz, CPA, MST
Principal - View Profile | Contact
Debra A. Mitchell, CPA, MBA, MST
Principal - View Profile | Contact
Richard G. Nelson, CPA, CFP®, MST
Principal - View Profile | Contact
Charles D. Poutasse, CPA, MST
Principal - View Profile | Contact
Eric Saunders, CPA
Principal - View Profile | Contact
Joseph Frank, CPA
(Retired)
Directors
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Christopher B. Holmes – Finance
Chief Financial Officer - View Profile | Contact
Lester T. MacKenzie – Technology
Director of Technology - View Profile | Contact
Donne Nochomowitz – Human Capital
Director of Human Capital - View Profile | Contact
Alison K. Simons, MBA – Marketing
Director of Marketing
Business Strategies
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Steven A. Brown, MBA
Principal - View Profile | Contact
Michael Nolan, MBA
Managing Director - View Profile | Contact
Walter L. Jackson, Ph.D.
Managing Director
Technology Solutions
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Kenny Rounds
CEO, Braver Technology Solutions - View Profile | Contact
Carlos A. Melo
Service Manager - View Profile | Contact
Kevin Mello
Regional Manager - North - View Profile | Contact
Michael Tagliaferri
Regional Manager - South
Valuation Services
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Sarah von Helfenstein, MBA, AVA
Senior Valuation Manager - View Profile | Contact
Edward J. Giardina, MSA, CPA/ABV, CVA
Shareholder
Wealth Management
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David J. D’Amico, CFA
President - View Profile | Contact
Joseph B. Ludwig
Managing Director - View Profile | Contact
Andrew Griesinger
Chief Investment Officer - View Profile | Contact
Judith D. Ludwig, CPA/PFS, CFP®
Vice President, Financial Planning Services - View Profile | Contact
Bradley K. Sharp, CFP®
Vice President - Director of Client Services - View Profile | Contact
Deborah H. Levenson, CFP®, MBA
Vice President, Financial Planning - View Profile | Contact
Charles M. Toole, CFA
Assistant Vice President - View Profile | Contact
James M. Philbin, CPA/PFS, MST, CFP®
Shareholder - View Profile | Contact
Elaine M. Meagher
Vice President, Administration
