Years of Experience: 25+

Industries: Financial Services, Retail, Manufacturing, Transportation, Law, eCommerce, Money management/Funds- Family Office

Previous Companies: Goldstein, Karlewicz & Goldstein CPA’s, Riverside Capital Management Corp., Collins and Associates, Condon & Company

University: University at Albany, SUNY.  Bachelor of Science-  Accounting

Years of Experience: 35+

Industries: Legal. Construction, Electrical

Previous Companies: Shapiro, Edens & Cook (Austin, TX),  Jenkins & Gilchrist (Austin, TX), Montanari Construction (Ridgefield, CT), D’Amico Electric (Bedford Hills, NY)

University: St John’s University (two years); The Wood School (secretarial school; two year degree)

Years of Experience: 30+

Industries: Finance, Business Services, eCommerce, Consumer Products and Distribution

Previous Companies: IBM, Pitney Bowes, IMP 


University: Princeton University, RPI MBA

Years of Experience: 25+

Industries:  Software, E-commerce, Consumer Products, Manufacturing, Construction, Forest Products, and Hospitality 

Career Highlights:  Has worked with clients of all sizes, from locally owned sole proprietorships to international publicly held corporations 

Previous Companies: Arthur Andersen, Condon & Company

University:  BBA, University of Michigan, Master of Accounting, University of Michigan

Certifications: CPA State of Connecticut

Years of Experience: 30+

Industries: Architecture, Interior Design, Retail, Fashion, Marketing, Construction, Restaurant, Consultant, Non-profit

Highlight: Certified Quickbooks trainer and Proadvisor  


University: Wheaton College

Years of Experience: 30+

Industries: Real Estate, Legal Firms, Private Equity, Financial, Consumer Products, Mortgage

Previous Companies: Big 8 Accounting Firm, Small and Mid sized entrepreneurial companies 

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​​​Laura Grove
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Rich Pereira

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​​​Kerri Meegan


Rudy Chang


Gayle Leonard


Lori Vickers


Maggie Dobbins


​Manette Hutchings


Kathy Ryan


​​​​Barbara Sprague


​Years of Experience: 25+

Industries: Software, E-commerce, PE Funds, Biotech,  Manufacturing, Financial Services, Retail, Construction

Career Highlights:  Capital Raise, IPOs, Family Office, Ecommerce Advisory, International Business

Previous Companies: KPMG Assurance, KPMG London Capital Markets, Brience, Silver Spring Capital, Condon & Company

University: Fairfield University

Certifications: CPA NY (inactive)

Accounting & Advisory Partners