Meet Our Team

Leonard D. Boclair

Len is a tax manager in BBD's Investment Management Group dedicated exclusively to the service of investment companies.

Investment Management Group

Michael F. Boyle, CPA

Mike Boyle is a partner in BBD's Investment Management Group and has dedicated his more than 35 years of accounting and auditing experience to the service of the investment management industry.  

Investment Management Group

John V. Braun Jr., CPA, MBA

John is a partner in our Investment Management Group and has nearly 20 years of accounting and auditing experience. 

Investment Management Group

Sarah N. Cummings

Sarah is a manager in our Investment Management Group. She has nearly 10 years of accounting and auditing experience, dedicated only to the service of investment companies. 

Investment Management Group

Stacy S. D’Artagnan, CPA, MBA

Stacy is a senior manager in our firm and has more than 20 years of experience serving the investment management industry, including both registered and unregistered investment companies as well as registered investment advisors and securities broker-dealers.

Investment Management Group

Melissa C. Dunn, CPA

Melissa is a manager in our Not-For-Profit Group with 11 years of accounting and auditing experience. 

Not For Profit Group

Lori C. Ehleben, CPA

Lori is a partner with our firm and has more than 25 years of experience in public accounting serving the investment management industry, including both registered and unregistered investment companies as well as registered investment advisors and securities broker-dealers.

Investment Management Group

Jessica M. Fisher

Jessica is a manager in our firm and has seven years of experience serving the investment management industry, including both registered and unregistered investment companies.

Investment Management Group

Bridget Flanagan, PHR, SHRM-CP

Bridget is BBD's Recruiting and Human Resources Director.

Steven M. Glueck, CPA, CGFM

Steve is a partner in our firm with more than 25 years of accounting and auditing experience.  He works exclusively with our firm’s more than 200 not-for-profit clients.

Not For Profit Group

Kimberly A. Grossman, CPA

Kim is a manager in our Not-For-Profit Group with more than 10 years of accounting and audit experience. 

Not For Profit Group

Michael F. Haubrich

Mike is an audit manager with 12 years of experience dedicated exclusively to the service of clients within the not-for-profit sector. 

Not For Profit Group

Carl E. Hogan, CPA

Carl is a principal with 20 years of experience dedicated to the service of government entities and not-for-profit organizations.

Not For Profit Group, Government Group

James W. Kaiser, CPA

Jim Kaiser is BBD's managing partner and a partner with BBD's Investment Management Group.

Investment Management Group

Gregory L. Kieselowsky, CPA

Greg is a partner with our firm and has approximately 15 years of accounting and auditing experience.

Investment Management Group

Jesse LaGrossa, CPA

Jesse is a manager in our Investment Management Group dedicated to serving both registered and unregistered investment companies.

Investment Management Group

Courtney L. Laub, CPA

Courtney is a manager in our Not-For-Profit Group with nearly 20 years of accounting and auditing experience.

Not For Profit Group

Erin T. McClafferty

Erin is the Director of Practice Development for BBD.

Merideth A. McDowell, CPA

Merideth is an audit manager with more than 15 years of experience dedicated to the service of clients within the not-for-profit sector.

Not For Profit Group

Rajesh Misra, CPA

Raj is an audit manager with BBD's Investment Management Group and has more than 15 years of accounting, audit and financial reporting experience, dedicated exclusively to the service of the investment management industry.

Investment Management Group

Michael P. Mood, CPA

Mike is a manager in BBD’s Not-For-Profit and Government Groups. He exclusively serves not-for-profit organizations as well as various government entities.

Not For Profit Group, Government Group

Karen A. Pagliarulo, CPA

Karen is a principal with our firm and has more than 25 years of experience serving the investment management industry. 

Investment Management Group

Matthew R. Romano, CPA, MST

Matt has dedicated his career in the investment management industry to the tax needs of investment companies. 

Investment Management Group

Christi Rovner

As a manager in BBD’s Investment Management Group, Christi provides audit services for registered investment companies.

Investment Management Group

Ronald T. Scaramuzza, CPA

Ron is a partner in our firm’s Not-For-Profit Group and also leads the firm’s services for government entities.

Not For Profit Group, Government Group

Jennifer L. Solot, CPA, MST

Jennifer is a tax director in our firm’s Not-For-Profit Group and directs tax services for our firm’s more than 200 not-for-profit clients.

Not For Profit Group

Cory R. Stewart, CPA

Cory, a senior manager in our Investment Management Group, provides services for registered and unregistered investment companies.

Investment Management Group

Timothy M. Straub

Tim is BBD's Director of Information Technology.

Adam W. Watson, CPA, MBA

Adam, a partner in BBD's Not-For-Profit Group, has dedicated his approximately 25 years of accounting and auditing experience to the service of not-for-profit organizations and the unique business challenges they face.

Not For Profit Group