Years of Experience: 25+


Industries:  SaaS, Software Development, Media, Consumer Electronics, Manufacturing, Consumer Goods, Food Service


Career Highlights:   Capital Raise, Start-Ups, New Product Launch, PE Portfolio company CFO, Capital Restructure, Product Innovation


Previous Companies:  Ford Motor Company, The Nielsen Company, HealthPrize Technologies, The Newport Creamery


University:  Wharton (MBA), Boston College (BS)


Certifications:  Certified Internal Auditor (inactive)

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: Private Equity, eCommerce, Restaurants, Not for Profits

Previous Companies: Ernst and Young, Eisner


University: Johns Hopkins University, Baruch College MBA

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 

Years of Experience: 30+

Industries: Finance, Equipment Leasing, Consumer Products and Distribution

Previous Companies: GE Capital 


University: University of San Francisco


Certifications: CPA, State of California (Inactive)


​​​Laura Grove









Rich Pereira










​Jeff Ford












​​​​Dave Rector










​​Carol Laudati









Kerri Meegan








Jean Macaluso








Rudy Chang








Alexis Murphy








Gayle Leonard









Manette Hutchings







Kathy Ryan








Additional Team Members

​Barbara Sprague


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:  Tech & Software, eCommerce, Healthcare, PE sponsor owned properties, Information Services, Consumer Products 

Career Highlights:  Serves as senior advisor to small and mid-size companies on strategy, risk management, raising capital, financial planning, acquisitions, policies & procedures and resource allocation.  His responsibilities have also included the oversight of treasury activities, capital structure, pension assets, banking relationships, enterprise risk management, and investor relations. 

Previous Companies:  IMS Health and, PricewaterhouseCoopers LLP (clients including Fortune Brands, Unilever and Dunn & Bradstreet)  

University:  Fairfield University.   

Certification:  CPA State of Connecticut

Accounting & Advisory Partners

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:  25+

Industries:  Publishing, Print, Digital Media, Manufacturing and, Advertising, 

Career Highlights:  Promotions, Sales Compensation, Foreign Licensing

Previous Companies:  Inc., New York Times, Conde Nast

University:  Central Connecticut State University

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)