CarEers
Portal
Accounting
Assurance
Accounting & Bookkeeping
Family Office
Tax
Compliance
Advisory
Gift & Estate
Consulting
Enterprise Planning & Analytics
Data Visualization & Warehousing
CFO Advisory & Outsourcing
SERVICES
Accounting
ACCOUNTING
Assurance
Accounting & Bookkeeping
Family Office
TAX
Compliance
Advisory
Gift & Estate
CONSULTING
Enterprise Planning & Analytics
Data Visualization & Warehousing
CFO Advisory & Outsourcing
INDUSTRIES
ABOUT
OUR STORY
LEADERSHIP
CAREERS
CONTACT
Industries
About
Leadership
Careers
Contact
Client Portal
about>
leadership
Warren Katz
MANAGING PARTNER
Fred Brody
PARTNER
Mark Zivin
PARTNER
Marc Moskowitz
PARTNER
Jeffrey Safron
PARTNER
Paul Rossi
PARTNER
James Conover
PARTNER
Scott Wahls
PARTNER