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Firm Management

Professionals on the Move – Sept. 22, 2022

Professionals on the Move is a round-up of recent staffing and promotional announcements in and around the accounting profession.

Professionals on the Move is a round-up of recent staffing and promotional announcements in and around the accounting profession.

Brian Becker Succeeds Joe Adams as RSM US LLP Managing Partner & CEO

RSM US LLP (“RSM”) – the nation’s leading provider of audit, tax and consulting services focused on the middle market – is pleased to announce that Brian Becker has succeeded Joe Adams as managing partner & CEO in a planned transition previously announced in November 2021. Adams will continue with the firm in a role focused on global strategy.

Becker previously served as RSM’s consulting line of business leader, technology consulting leader and central region consulting leader, and he served a term on the RSM US LLP Board of Directors from 2011 through 2015. He began his career at RSM as an auditor before transferring to consulting to build the firm’s technology infrastructure service line. Becker is a CPA and graduated with a B.S. in accounting from the University of Northern Iowa. He is also a graduate of RSM’s executive strategy program at the University of Chicago Booth School of Business.

Nathan Wechsler Announces New Promotion

The regional accounting firm of Nathan Wechsler & Company, PA is pleased to announce that Duncan Rae has been promoted to Senior.

Rae joined the firm’s team in 2020 as an associate and has spent his entire professional career with Nathan Wechsler & Company. He performs work on a variety of clients and specializes in individual and business taxation.

Rae graduated summa cum laude from Southern New Hampshire University, earning a Bachelor of Science in Business Administration with a minor in Accounting in 2019. He went on to earn a master’s degree in Professional Accountancy in 2020.

Michael Joy Named Partner-in-Charge of EisnerAmper’s Long Island Practice

Global business consulting firm Eisner Advisory Group announced that Michael T. Joy has been named the partner-in-charge of the firm’s Long Island practice, which is based in Melville, New York.

Michael is an audit partner who specializes in providing audit, review, and compilation services for closely held companies across a variety of industries. He will be responsible for the day-to-day operations and long-term growth strategy for the Long Island office, which has nearly 150 professionals. 

Michael came over to EisnerAmper in the 2022 combination with Raich Ende Malter (“REM”) where he was the partner-in-charge of REM’s Real Estate Practice and a member of its Executive Committee. He also has experience as the CFO of a health care provider and at several regional accounting firms.

WP Edge Adds John Yeager and Natasha Klebba

Whitley Penn’s Client Advisory Services practice, WP Edge, welcomes Managing Directors John Yeager and Natasha Klebba.

The WP Edge team is focused on helping with seamless integration of technology with strategic initiatives by consulting with clients to assess their needs to reach their end goals.

Yeager has more than 20 years of experience focused on advisory, audit, strategic planning, business development and transformation, and relationship management. He has been a speaker at Digital CPA Conference, IT Alliance and through his webcast “Think Business.” He is a member of the American Institute of Certified Public Accountants (AICPA) as well as the Georgia Society of CPAs (GSCPA).

Yeager received his B.S. from the University of Alabama.

Klebba has more than 25 years of system and accounting experience and is focused on Sage Intacct system architecture and design, global financial reporting, domestic accounting, tax compliance, audit and bookkeeping.  She primarily serves clients in the professional services, consulting, software, family office, non-profit and labor union industries. Klebba also routinely speaks at Sage Intacct conferences.

Klebba is a certified public accountant (CPA) and earned her B.A. from California State University at Fullerton.

Tanya Bodell, Energy Industry Expert, Joins StoneTurn as Partner

StoneTurn, a leading global advisory firm, announced Tanya Bodell has joined as Partner to spearhead the firm’s energy industry offerings.

Tanya brings more than 25 years of experience in the energy sector and is the go-to expert in supporting energy clients across key decisions on corporate strategy, investment opportunities, business valuation, mergers and acquisitions, restructuring, policy and regulatory design, climate action plans for achieving Net Zero and energy market analysis.

Tanya works with a vast array of client issues, including traditional energy utilities and power generation companies to renewables and new entrants with emerging technologies. She couples her business experience along with her quantitative background in economics, finance and statistics to inform executives, investors, regulators, judges and lawyers in both North America and internationally.

Prior to joining StoneTurn, Tanya founded Energyzt, a collaborative organization of energy experts focused on helping clients to unlock value from integrated energy markets and new business opportunities and recently completed a two-year term as President of the Northeast Energy and Commerce Association. Tanya regularly provides insights on industry topics as a speaker and has been a regular columnist for Pennwell Publications’ Electric Light & Power and Wiley Publications’ Natural Gas & Electricity.

Independence Point Advisors Announces Three Senior Hires

Independence Point Advisors, the first women-owned investment bank and advisory firm on Wall Street, recently announced the addition of three senior hires, expanding the company’s expertise in consumer, energy transition and fintech. 

The new hires include:

  • Dean Keller joins Independence Point Advisors as Partner, where he will head the firm’s Power Industry and Energy Transition efforts. During his 25+ years in the power industry, Keller has advised a wide range of companies on transactions exceeding $200 billion in aggregate value.
  • Randi Abada joins Independence Point Advisors as Managing Director, leading the Consumer Coverage and Investor Relations Advisory group. She is a veteran finance professional with more than 25 years of sell side and buy side investor experience, along with senior executive roles at leading consumer companies.
  • Mariquit Corcoran joins Independence Point Advisors as Managing Director, leading the Fintech Advisory and Venture Capital Coverage group. Prior to Independence Point Advisors, Corcoran served as Managing Director and Chief Innovation Officer at Barclays. She launched the Female Innovators Lab by Barclays and Anthemis, a venture fund and studio aimed at helping female entrepreneurs launch new companies in the United States, the United Kingdom and Europe.