Leadership


Executive Leadership Council

Ed Baumstein, CPA

President, Founder & CEO

Bob Bermon headshot

Robert Bermon, CPA

Chief Financial Officer (CFO)

Ann Hook

Chief Operating Officer (COO) & Managing Partner, San Francisco

Candace Caley

Executive Vice President & Managing Partner, Banking & Financial Services and Central Region

Brian Markley, CPA

Executive Vice President & Managing Partner, Transaction Services, Mid-Atlantic Region & New York

Partners

Michelle Phung

Managing Partner, Banking & Financial Services

John Moerman, CPA

Partner, Banking & Financial Services – Commercial Banking

Margaret Stribling, CPA, PMP

Managing Partner, Business Advisory, Central Region

Susan Hicks

Managing Partner, Central Region

Jeff Wise

Partner, Banking & Financial Services – Mortgage Services

Corporate Leadership

Resource Management

Margaret Wolford

Senior Vice President, Resource Management Office (RMO)

Mark Gaydos headshot 185x185

Mark Gaydos

Vice President, Marketing

Lito Abiva

Director, Information Technology (IT)