Professionals on the Move - July 2026 - Part 1

Professionals on the Move is a periodic roundup of recent promotions, advancements, awards, new hires and other staffing announcements from around the accounting space.

Fortner Joins CohnReznick as Risk Advisory Partner

CohnReznick, a leading professional services firm, today announced that Alexander Fortner has joined as a Partner in the firm’s Risk Advisory practice. Based in Florida, he will advise organizations on ways to strengthen risk management protocols, reporting, controls, and process transformation using technology-enabled solutions.

As a senior risk advisory leader, Fortner has more than 15 years of experience in Sarbanes-Oxley compliance, internal audit, enterprise risk management, and IPO readiness. This includes advising public and private companies on various risk, compliance, and transformation matters involving transactions, fraud investigations, and financial accounting.

Fortner has guided companies through the IPO journey, helping management teams use IPO and compliance procedures to drive transformation through process automation and data analytics-enabled controls testing. He has led audit engagements reviewed by the PCAOB, developed internal control testing strategies, prepared formal risk assessments, and advised management teams on the design and optimization of business processes and control structures.

Fortner joins CohnReznick from a Top 10 firm where he served as the Tampa Bay Region Market Leader in its Risk Advisory Services practice. He began his career at a Big Four firm in its assurance practice. A Certified Internal Controls Auditor (CICA), Fortner earned a B.B.A. in Accounting from Ohio University.

Stephano Slack Announces Strategic Growth Investment from Madison Dearborn Partners

Stephano Slack, a premier accounting and advisory firm, today announced a strategic growth investment from funds managed by Madison Dearborn Partners (“MDP”), a leading private equity investment firm based in Chicago, with additional participation from co-investor Norlantic Capital. The partnership will accelerate Stephano Slack’s strategic plan and support its long-term vision of investing in talent, embracing innovation, and creating opportunities for clients and team members alike.

Stephano Slack will continue to be led by its existing leadership team, including CEO and Managing Partner Michael Stephano. The firm will continue its focus on delivering excellence to a growing client base while executing on the firm’s operational and growth priorities. Jim Brady, a forty-five-year industry veteran and former COO of Grant Thornton, will join Stephano Slack as Executive Chairman. Jim brings a proven track record, from Grant Thornton as well as thirty years at Deloitte, of developing talent and scaling accounting and advisory organizations through periods of transformational growth.

Founded by Michael Stephano in 2004, Stephano Slack provides a full range of tax, audit, outsourced accounting, and advisory services to a diverse base of middle-market clients. Stephano Slack was recently named one of Accounting Today’s Fastest-Growing Firms of 2026, highlighting the firm’s consistent track record of growth and its culture of excellence. Over more than two decades, Stephano Slack has remained committed to a client-first approach while delivering sustainable growth and successfully integrating seven strategic acquisitions.

Centri Outsourced Accounting Practice Leader Sunny Patel Promoted to Partner

Centri Business Consulting, one of the industry’s fastest-growing and most respected accounting and advisory firms, is pleased to announce the promotion of Sunny Patel to Partner, effective July 1.

Patel has been an integral member of the Centri team since joining the firm in June 2021. Serving as the Outsourced Accounting Practice Leader, he is a client-focused advisor working with companies throughout the business lifecycle, from start-ups to established public companies, across various industries including life sciences, technology, fintech, digital assets, and AI.

Patel’s work spans everything from day-to-day accounting operations, financial statement preparation, audit readiness, budgeting, forecasting, and cash flow management. His leadership has helped drive exponential growth of Centri’s Outsourced Accounting Practice, which today boasts a team of 15 dedicated professionals.

Prior to joining Centri, Patel spent nine years at SmithBucklin Corporation, a leading association management and services company with offices in Chicago and Washington, D.C., where he most recently served as Senior Manager of Financial Management and Accounting Services. In that role, he served as the functional Director of Finance and CFO for more than 30 non-profit organizations.

Patel holds a Bachelor of Business Administration in Finance from Florida Atlantic University and a Master of Science in Accounting and Taxation from Florida Gulf Coast University. He is a Certified Public Accountant in the State of Florida and holds more than 14 years of public and private accounting experience.

Wipfli names John Rosenbaum chief technology officer

MILWAUKEE, June 16, 2026 /PRNewswire/ — Wipfli has appointed John Rosenbaum as chief technology officer, strengthening the firm’s leadership team as it continues to advance its technology strategy.

Rosenbaum brings more than 25 years of experience leading business and technology transformation initiatives across private equity-backed and public companies. His work has focused on modernizing technology platforms, integrating acquisitions and scaling operations to support long-term growth.

At Wipfli, Rosenbaum will lead the firm’s technology organization and strategy, with an emphasis on operational excellence, innovation and improving technology experiences for associates and clients.

Before joining Wipfli, Rosenbaum held leadership roles guiding enterprise technology strategy, transformation and operational modernization initiatives across multiple industries.

Rosenbaum earned dual bachelor’s degrees from Southern Methodist University in engineering management and information systems, mathematics-focused studies, and economics with systems analysis.

Acumatica Cloud ERP Announced Senior Vice President

Acumatica Cloud ERP today announced the appointment of Roman Bukary as Senior Vice President of Partner Strategy and Programs, reinforcing the company’s commitment to its channel-first growth strategy and partner ecosystem.

In his new role, Bukary will lead the strategy, development, and performance of Acumatica’s partner ecosystem, helping ensure that growing SMBs have access to the expertise, support and industry knowledge they need to maximize the value of their ERP investment.

Bukary’s appointment comes as Acumatica continues to expand its market presence and strengthen the partner network that delivers its cloud ERP solutions to customers across manufacturing, construction, distribution, retail and professional services industries.

Riveron Names David Nolletti Co-Head of Restructuring & Turnaround Services Segment

DALLAS – June 17, 2026 – Riveron, a leading national business advisory firm backed by Kohlberg, today announced the promotion of David Nolletti to Co-Head of its Restructuring & Turnaround Services Segment.

In this role, Nolletti will partner with Steve Wybo and Michael Correra to lead Riveron’s Restructuring & Turnaround Services Segment and support its continued growth and evolution.

With more than 20 years of experience in restructuring, operational improvement, private equity, and executive leadership, Nolletti has advised companies, lenders, investors, and boards through periods of transformation and growth. Prior to joining Riveron, he served as President, Chief Executive Officer, and Co-Founder of Cold Mountain Capital, where he acquired and operated aerospace, defense, and industrial manufacturing businesses. He has also served in executive leadership and board roles and as a commissioned officer in the U.S. Army.

Since joining Riveron, Nolletti has played a key role in expanding the firm’s industry capabilities and strengthening client relationships across the aerospace, defense, aviation, and industrial sectors. He will continue to serve as the firm’s Aerospace, Defense, Aviation, and Space (ADAS) Industry Lead while focusing on greater alignment across industry and account teams to support growth and enhance the client experience.

Rubin Joins CohnReznick as CAS Partner

CohnReznick, a leading professional services firm, today announced that Adi Rubin has joined as a Partner in the firm’s rapidly expanding Client Advisory Services (CAS) practice. Based in the Washington, DC area, Rubin will advise real estate and not-for-profit clients by employing a range of managed and outsourced services to improve financial clarity, operational efficiency, and strategic technology enablement.

Rubin brings to the role deep technical knowledge, an ability to quickly assess risk, identify opportunities, and design practical solutions that align finance, compliance, and strategic outcomes. With a combined 24 years of real estate and not-for-profit industry experience, she has helped C-Suite executives, boards of directors, finance and audit committees, and other leaders employ data-driven insights, improve processes, and implement cross-functional collaboration to modernize finance functions, strengthen governance and controls, and drive measurable results.

Prior to joining CohnReznick, Rubin served as a Managing Director with a Top 10 firm. Previously, she served clients in the commercial real estate industry at a Los Angeles-based firm. A Certified Public Accountant, Rubin earned a B.A. in Economics from UCLA.

Forvis Mazars celebrates Rachel Ormsby and Justin Metcalfe as 2026 Key Award winners

Forvis Mazars, LLP, ranked among the largest public accounting and consulting firms in the United States, celebrated Rachel Ormsby and Justin Metcalfe as the winners of the Key Award—the organization’s highest honor—during the 2026 VISION conference held in Orlando, Florida.

The Key Award is given annually to one partner and one team member who exemplify the firm’s unique culture and values. These honorees lead by example and bring the firm’s purpose to life as they help their colleagues, clients, and communities prepare for what’s next.

Ormsby and Metcalfe were selected from among hundreds of nominations submitted by team members across Forvis Mazars US. As in prior years, the selection process recognized individuals who demonstrate exceptional leadership, impact, and dedication to the firm’s people and culture.

About the Honorees

Rachel Ormsby, this year’s partner honoree, is the national industry leader for the firm’s Public Sector Practice. She plays a critical role in advancing growth, strengthening relationships, and delivering meaningful outcomes for clients. Through her leadership, Ormsby drives strong engagement and measurable growth while fostering a collaborative, high-performing environment.

Colleagues consistently recognize Ormsby’s dedication to developing talent and elevating others. She creates opportunities for emerging professionals, encourages early involvement in client work, and provides the support needed to help others succeed. In nomination materials, colleagues emphasized her ability to connect with people and inspire growth across teams.

In her acceptance speech, Ormsby noted that her family and rural Texas upbringing taught her the value of hard work, the importance of treating others with kindness, and the importance of doing the right thing even when it costs you something. She cited an unforgettable lesson from a coach as a principle that still guides her professional work: pain is temporary, but pride is forever.

She urged her colleagues to keep this mindset as they focus on stewardship of the firm for the next generation of leaders: “What we build only matters if it lifts others and leaves something better behind than what we started with.”

Justin Metcalfe, this year’s team member honoree, is a director for the firm’s International Tax team and a recognized leader in technical excellence and strategic execution.

Metcalfe has been instrumental in leading the firm’s Pillar Two initiative, building a scalable, firmwide capability to address complex global regulations. His leadership has helped align cross-functional teams and position Forvis Mazars as a leader in a rapidly evolving area of international tax.

Beyond his technical contributions, Metcalfe is widely respected as a mentor and trusted advisor. He shares knowledge, develops tools to support colleagues, and invests in helping others grow and succeed.

In his remarks to colleagues, Metcalfe shared a story of personal growth fueled by people who “saw something in me I didn’t even know was there yet,” including his wife, Christi, and numerous mentors and teammates at the firm.

He thanked his family for their love and support, especially his grandfather—an immigrant who rebuilt his life in Miami following the Cuban Revolution. Metcalfe said that his grandfather was successful in the face of adversity because he, too, was the kind of person others needed, often before they even realized it. This is the kind of support that helps build people up, he said, both personally and professionally.