Leonard D. Boclair
Len is a tax manager in BBD's Investment Management Group dedicated exclusively to the service of investment companies.
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.
John V. Braun Jr., CPA, MBA
John is a partner in our Investment Management Group with 20 years of accounting and auditing experience.
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.
Melissa C. Dunn, CPA
Melissa is a principal in our Not-For-Profit Group with 11 years of accounting and auditing experience dedicated to the service of not-for-profit organizations.
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.
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.
Steven M. Glueck, CPA
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 250 not-for-profit clients.
Kimberly A. Grossman, CPA
Kim is a manager in our Not-For-Profit Group with more than 10 years of accounting and audit experience.
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.
James W. Kaiser, CPA
Jim Kaiser is BBD's managing partner and is a partner with BBD's Investment Management Group.
Gregory L. Kieselowsky, CPA
Greg is a partner with our firm and has approximately 15 years of accounting and auditing experience.
Jesse LaGrossa, CPA
Jesse is a manager in our Investment Management Group dedicated to serving both registered and unregistered investment companies.
Courtney L. Laub, CPA
Courtney is a manager in our Not-For-Profit Group with nearly 20 years of accounting and auditing experience.
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.
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.
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.
Brian D. Page, CPA
Brian is a partner in our firm with more than two decades of accounting and auditing experience dedicated to the not-for-profit industry. He works exclusively with our firm’s more than 250 not-for-profit clients.
Karen A. Pagliarulo, CPA
Karen is a principal with our firm and has more than 25 years of experience serving the investment management industry.
Matthew R. Romano, CPA, MST
Matt is a tax partner with BBD's Investment Management Group.
Christi Rovner
As a manager in BBD’s Investment Management Group, Christi provides audit services for registered investment companies.
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.
Jennifer L. Solot, CPA, MST
Jennifer is a tax director in our firm’s Not-For-Profit Group and directs all tax services for our firm’s more than 250 not-for-profit clients.
Cory R. Stewart, CPA
Cory, a partner in our Investment Management Group, provides services for registered and unregistered investment companies.
Mark A. Walker, CPA
Mark is a manager with BBD's Investment Management Group.
Adam W. Watson, CPA, MBA
Adam has dedicated his entire 25-year career to serving the accounting, audit and tax needs of not-for-profit organizations, and he truly understands the unique business challenges facing the industry.
