Leadership

Our management team has decades of experience in the accounting, finance and management consulting industries. They have worked together throughout most of their careers. They have also helped support executives, officers and managing directors at many Fortune 100 companies across the country.

Neil Smith

Partner

Advisory Practice Lead


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John Hoebler

Partner

Technology Solutions Lead


Jill Agudelo

Partner

Risk & Compliance Lead


Shawn Degnan

Partner

Accounting Advisory Lead

Washington DC Office Lead


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Dabie Tsai

Partner

Accounting Advisory

San Francisco Office Lead


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Cameron Over

Partner

Cyber and Privacy Lead


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Keith Linhart

Partner

Accounting Advisory

Boston Office Lead



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Harpreet Narula

Partner

Coupa Practice Co-Lead



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Bruce Klein

Partner

Financial Services Lead

New York Office Lead


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Jennifer Goode

Partner

Business
Transformation


Chris Clapp

Partner

Private Equity Lead


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Roderick Carmody

Partner

Accounting Advisory


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Kati Penney

Partner

Corporate Transactions Lead



Tom Alexander

Partner

Business Transformation



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Jay Spencer

Partner

Accounting Advisory

(Boston)


Bob Michaels

Partner

Technical Accounting Lead


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Cade Lutz

Partner

Coupa Practice



Karalee Britt

Partner

Risk & Compliance



Pavel Katsiak

Partner

Accounting Advisory



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Keith St. Germain

Partner

Business Transformation



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Ryan Comes

Partner

Private Equity



Iris Chan headshot

Iris Chan

Partner

Accounting Advisory

(New York)



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Anita Stemmet

Partner

Accounting Advisory &

South Africa Office Lead



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Sean Sinclair

Partner

Business Transformation



Rob Zidow headshot

Rob Zidow

Partner

Accounting Advisory

(Boston)



Ken Egan headshot

Ken Egan

Partner

Accounting Advisory

(New York)



David Kay

Co-Founder and Managing Partner


Erik Linn

Co-Founder and Managing Partner


Amy Bjarnason

Chief Operating Officer


Amy Seibel

Chief Financial

Officer


Juliana Mastroianni

Chief Human Resources Officer


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Neil Smith

Advisory Practice Partner Lead


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John Hoebler

Technology Solutions Partner Lead


Tuesdee Florence

Director of

Talent Acquisition

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David Arnold

Director of

Marketing

Alycia McGonegal

Director of Org. Development

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Chad Geary

Director of Business Development

David Kay

Co-Chair

Core Advisory


Tim Ramos

Co-Chair

Technology Solutions


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Erik Linn

Board of Directors



J. Christopher Lewis

Board of Directors



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Ryan Smiley

Board of Directors



Bob Lipstein

Board of Advisors


Ed Machir

Board of Advisors


George Neble

Board of Advisors


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Matt Devost

Board of Advisors


Tommy Marshall

Board of Advisors


Tom Milbury

Board of Advisors


Mark Robertson

Board of Advisors