Leadership


Executive Leadership


Edward Baumstein, CPA — President, Founder & CEO

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Bob Bermon headshot

Bob Bermon, CPA — Chief Financial Officer

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 Ann Hook — Chief Operating Officer

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Margaret Wolford — Senior Vice President, Resource Management Office

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Mark Gaydos — Vice President, Marketing

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Lito Abiva — Director, Information Technology

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Managing Partners


Candace Caley — Managing Partner, Banking & Financial Services

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Brian Markley, CPA — Partner, Transaction Services, New York

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John Moerman, CPA — Managing Partner, Philadelphia

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Michelle Phung — Managing Partner, Banking & Financial Services

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Margaret Stribling, CPA — Managing Partner, Business Advisory, Houston

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