BBD's Investment Management Group Promotes Audit and Tax Partners

Posted by admin on Jan 10, 2019 4:53:22 PM

To support the continued growth of the firm’s Investment Management Group, BBD is pleased to announce that Matthew R. Romano, CPA, MST, previously a tax director, has been promoted to tax partner.  Additionally, Cory R. Stewart, CPA, previously a senior audit manager, has been promoted to audit partner.

"Matt and Cory are trusted resources for our clients, industry colleagues, and the BBD staff that they mentor,” said BBD's managing partner, James Kaiser.  "They are both outstanding professionals and bring unique skillsets to the firm's partnership.  We're looking forward to the great value that they will continue to offer to our clients and to the firm."

Romano was the Vice PresidBBDPromotesAuditandTaxPartnersent of Tax for Regulated Financial Products with BlackRock before joining BBD.  He also served in an investment management tax role with a national accounting firm.

“Regarding the taxation of investment companies and complex financial instruments, Matt is truly an authority,” said Kaiser.  “His deep knowledge and experience provide tremendous value to our clients as they navigate an increasingly complex tax landscape.”

Stewart joined BBD as an audit intern in 2007 and has served BBD’s investment management industry clients for the entirety of his career.

“Cory has been exceptional from his earliest days with us as an intern,” said Kaiser.  “He has always embraced BBD’s passion for the investment management industry, love for our clients, work ethic and entrepreneurial spirit.”

Learn more about Matthew Romano, or connect.

Learn more about Cory Stewart, or connect.

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