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 Steven Brown and he will point you in the right direction.
Accountants & Advisors
Shareholders
- View Profile | Contact
Dennis S. Pellecchia, CPA, MBA, MSFP
Chairman, President, CEO - View Profile | Contact
Joel H. Berenson, CPA
Shareholder/Director - View Profile | Contact
Russell H. Lightman, CPA/PFS, MBA
Shareholder / Director - View Profile | Contact
James M. Philbin, CPA/PFS, MST
Shareholder / Director - View Profile | Contact
Christopher M. Stevens, CPA
Shareholder / Director - View Profile | Contact
Peter L. Chatellier, CPA
Shareholder - View Profile | Contact
David A. Fontaine, CPA, PFS
Shareholder - View Profile | Contact
Stephen M. Gilman, CPA
Shareholder - View Profile | Contact
Robert S. Miller, CPA, CFE
Shareholder - View Profile | Contact
James J. Prescott, CPA
Shareholder - View Profile | Contact
Patrick B. Riley, 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, Founder (1923-2011)
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Martin E. Margolis, CPA
(Retired)
Principals
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William J. Austin, CPA
Principal - View Profile | Contact
William I. Carmen, CPA
Consultant - View Profile | Contact
Robert J. Civetti, CPA
Principal - View Profile | Contact
James R. Eggert, CPA, CMA
Principal - View Profile | Contact
Frederic Katz, CPA, MST
Principal - View Profile | Contact
Daniel E. Kieliszak, Esquire, CPA
Principal - View Profile | Contact
Debra A. Mitchell, CPA, MBA, MST
Principal - View Profile | Contact
Charles D. Poutasse, CPA, MST
Principal - View Profile | Contact
Eric Saunders, CPA
Principal - View Profile | Contact
Julia A. Adam, CPA, MST
(Retired) - View Profile | Contact
Joseph Frank, CPA
(Retired) - View Profile | Contact
Richard G. Nelson, CPA, CFP ®, MST
(Retired)
Directors
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Christopher B. Holmes – Finance
Chief Financial Officer - View Profile | Contact
Holly Intravia, MBA – Business Development
Director of Business Development - View Profile | Contact
Walter L. Jackson, Ph.D. – Talent Management
Director of Talent Management
Business Strategies
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Steven A. Brown, MBA
Principal - 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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Steven A. Brown, MBA
Principal
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, CFP®
Assistant Vice President - View Profile | Contact
James M. Philbin, CPA/PFS, MST
Shareholder - View Profile | Contact
Elaine M. Meagher
Vice President, Administration - View Profile | Contact
Robert D. Lepson, CFP ®
Vice President, Financial Planning - View Profile | Contact
David A. Fontaine, CPA, PFS
Shareholder - View Profile | Contact
Mary K. Hoey, CFP ®
Relationship Manager
