Brian is the CFO and Financial Operations Principal for numerous broker-dealers and hedge funds. He has over twenty-five years of experience as a CPA specializing in the securities industry. Brian started his career as a Senior Consultant at Deloitte Haskins and Sells and later at Price … [Read more...]

Louis Almerini has over 30 years of experience in senior finance roles in financial services. He has served as Chief Financial Officer (CFO), Controller, and FinOp in broker-dealers, investment advisers, and hedge funds. Outsourced CFO and FinOp Services Lou provides fractional CFO, FinOp, COO, … [Read more...]

Dave has over 25 years of experience providing accounting, consulting, and tax services to privately and publicly held companies in the U.S. and internationally. He has done extensive work in financial and tax planning and compliance, strategic planning, negotiating mergers and acquisitions, … [Read more...]

Howard Condo is the Director of the firm's Audit Practice, responsible for our accounting and auditing quality control and interpreting professional standards. For more than 17 years, Howard has worked closely with both private and publicly held corporations in the manufacturing, not-for-profit, … [Read more...]

Rob Quick has more than 18 years of public accounting experience serving public and private companies in various industries, including manufacturing, distribution, technology, service, and entertainment. His vast experience allows him to provide services encompassing all aspects of accounting, … [Read more...]

Sal concentrates on public company audit and advisory services, mergers and acquisitions (M&A), and controller-type accounting and consulting services. He specializes in mergers and acquisitions and acts as a liaison between buyers and sellers, providing due diligence services, including … [Read more...]

Len Friedman serves as the head of the firm’s Valuation Services Department and has more than 25 years of public accounting experience, including extensive fieldwork in business valuations and forensic accounting. His forensic work extends from preparing business valuation reports in divorce … [Read more...]

Gary Sherman joined the firm as a partner in October 2000 and has positioned himself as a general practitioner with a primary industry focus on labor unions, real estate management companies, legal and medical practices, and condominium associations. He has also provided services to clients who … [Read more...]

With a 100% hands-on approach, patience, and great attention to detail, Lori works very well with clients to help solve their financial problems and get all of their tax needs done. She enjoys ensuring the clients are happy and keeping up with all the tax law changes. Lori prepares and reviews hard … [Read more...]

Randy has over 30 years of professional experience and is the Financial & Operations Principal for several registered broker-dealers. Randy’s extensive record of progressive experience and results oriented achievement is well known in the Banking and Brokerage industries. He has also sat on … [Read more...]