David M. Afetian, CPA
David Afetian is an audit manager with BBD’s Not-For-Profit Group.
John V. Braun Jr., CPA, MBA
John is a partner in our Investment Management Group with more than 20 years of accounting and auditing experience.
Stacy S. D’Artagnan, CPA, MBA
Stacy is a principal in our firm and has nearly 25 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.
Miles W. Dryden, CPA
Miles Dryden is an audit manager with BBD’s Not-For-Profit Group and has nearly 10 years of accounting and auditing experience.
Melissa C. Dunn, CPA
Melissa is a principal in our Not-For-Profit Group with 15 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 approximately 10 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 approximately 400 not-for-profit clients.
Kimberly A. Grossman, CPA
Kim is a senior manager in our Not-For-Profit Group with nearly 15 years of accounting and audit experience.
Carl E. Hogan, CPA
Carl is a partner with more than 20 years of experience dedicated to the service of government entities and not-for-profit organizations.
Gregory L. Kieselowsky, CPA
Greg is a partner with our firm and has nearly 20 years of accounting and auditing experience.
James S. Lelko, CPA, MST
Jim Lelko is a tax director with our firm and has more than 30 years of experience within the investment management industry.
Vanessa Maitland, CPA
Vanessa Maitland is a manager in our firm and has more than six years of experience serving the investment management industry, including both registered and unregistered investment companies.
Jason T. Margulis
Jason Margulis is an audit manager with more than 12 years of experience serving not-for-profit organizations and government entities.
Jonathan V. Mather, CPA
Jonathan Mather is a senior manager in our firm and has nearly 20 years of experience in the investment management industry, all dedicated to the service of investment companies.
Merideth A. McDowell, CPA
Merideth is a senior 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 senior manager in BBD’s Not-For-Profit and Government Groups. He exclusively serves not-for-profit organizations as well as various government entities.
Stewart D. Morcom, CPA
Stewart Morcom is a manager in BBD’s Not-For-Profit and Government Groups.
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 approximately 400 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.
Ralph Petagna, CPA, MBA
Ralph Petagna is an audit manager in BBD's Investment Management Group.
Anthony W. Rapp, CPA, CFE, CGMA
Tony is an audit manager with more than 15 years of experience dedicated to the service of clients within the government and not-for-profit sectors.
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.
Keunmi (Kelly) Sciuchetti, EA, MBA
Kelly is a senior tax manager in our firm and has approximately 20 years of experience in the investment management industry, including with taxation, financial reporting and fund administration.
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 approximately 400 not-for-profit clients.
Cory R. Stewart, CPA
Cory is a tax partner with our firm dedicated to serving the investment management industry.
Richard A. Wagner, CPA
Rich is an audit partner in our firm and has more than 20 years of experience in the investment management industry, all dedicated to the service of registered and private funds as well as investment advisors.
Mark A. Walker, CPA
Mark is a manager with BBD's Investment Management Group.
Adam W. Watson, CPA, MBA
Adam is BBD's co-managing partner and leads BBD's Not-For-Profit Group. He has dedicated his entire 25-year career to serving the unique accounting, audit and tax needs of not-for-profit organizations.
