Professionals on the Move is a periodic round-up of recent promotions, new hires, personal recognitions and other staffing announcements from around the accounting profession and technology space.
CohnReznick promotes 14 new partners
CohnReznick, a leading professional services firm, recently announced the promotion of 14 professionals to its partnership, effective February 1, 2026. The newly promoted partners bring expertise across service lines and industry groups and will be integral to advancing the firm’s growth trajectory.
The newly promoted partners are:
- Tim Carney – Boston – Tax, Affordable Housing, Commercial Real Estate
- Keisha Chinn – Baltimore – Tax, Affordable Housing
- Lexie Christie – New York – Tax, Financial Services
- Michael Fussman – Chicago – Advisory, Restructuring and Dispute Resolution
- Michele Herron – Denver – Tax, Affordable Housing
- Courtney Klinga – New York – Assurance, Real Estate
- Jim Lantis – San Diego – Assurance, Renewable Energy
- Paul Morrisey – Parsippany – National Assurance
- Shideh Ovaysikia – Long Island/Los Angeles – Assurance, Consumer, Hospitality, Manufacturing
- Jonathan Schwartz – Los Angeles – Transaction Advisory
- Michael Schwartz – New York – Assurance, Affordable Housing
- Taylor Sphon – Bethesda – Tax, Consumer, Hospitality, Manufacturing, and Commercial Real Estate
- Mia Thompson – Bethesda – Assurance, Commercial Real Estate
- Ilias Tillyros – Parsippany – Tax, Commercial Real Estate
Symphona Names Dani Ashley as Partner
Symphona, LLP, a professional services firm, is pleased to announce the addition of Dani Ashley, CPA to the Partner group as of January 1, 2026.
Based in the firm’s Savannah, GA office, Dani brings over a decade of experience in tax compliance, advisory services, and strategic tax planning, reinforcing Symphona’s commitment to delivering exceptional client service.
Since joining Symphona in September 2018, Dani has provided innovative tax solutions for individuals, corporations, and partnerships, helping clients navigate complex regulatory environments with confidence. Her expertise spans federal, state, and international tax matters, ensuring tailored strategies that drive results.
Before joining Symphona, Dani spent five years with an international accounting firm in its International Assignment Services Group, specializing in global mobility and cross-border tax planning. This experience gave her deep knowledge of international tax compliance, which she now leverages to support clients with global operations.
Ryan Sturma Joins CohnReznick as Financial Services Partner
CohnReznick, a leading professional services firm, recently announced that Ryan Sturma has joined the firm as a Partner in its Financial Services practice. Based in Boston, Sturma will lead audit and assurance teams serving private equity and venture capital funds, mutual funds, broker-dealers, investment advisers, and management companies.
Sturma has extensive expertise across both public and private financial service clients, with extensive experience in U.S. GAAP and IFRS reporting, annual and semi-annual/quarterly shareholder reports, security counts, seed audits, net capital and custody rule compliance, and internal controls (including SOX 404).
In addition to his fund and valuation knowledge, Sturma has led complex global group audits, managing consolidation, tax/transfer pricing, and local statutory requirements across EMEA, APAC, and the Americas. He has also collaborated closely with internal audit teams to design and execute comprehensive controls testing programs.
Sturma joins CohnReznick after 18 years at a Big Four firm, where he most recently served as a Managing Director, Audit and Assurance. He holds an M.S. in Accounting and a B.A. in Business Administration from Boston College.
CohnReznick’s Barber named to 2026 D CEO Dallas 500 list
CohnReznick, a leading professional services firm, recently announced that Mike Barber, Office Managing Partner – Texas, has been recognized by D CEO magazine on its 2026 Dallas 500 list. This is the second consecutive year Barber has received this recognition, which honors the most influential executives in North Texas across more than 50 industry categories.
About Mike Barber
With over 27 years of experience in public accounting, Mike Barber serves as the Office Managing Partner – Texas and provides audit, review, agreed-upon procedure, and other accounting services to clients as part of the Assurance practice, primarily in the financial services and commercial real estate industries. Barber serves as a board member for the Frisco Chamber Foundation, Frisco Economic Development Corporation, and Cornerstone Ranch.
CohnReznick’s Granat named to Billboard’s Top Business Managers list
CohnReznick, a leading professional services firm, recently announced that Sean Granat, Tax Partner, has been included in Billboard magazine’s Top Business Managers list for 2025. This is the eighth consecutive year Granat has received this recognition, which honors professionals who guide entertainment clients through complex financial decisions, from managing cash flow and negotiating deals to planning for future growth.
About Sean Granat
Sean Granat is a tax partner in CohnReznick’s New York office, working in a specialized capacity serving the entertainment industry. With expertise in business management, tax preparation, tax planning, and dispute resolution, he has extensive experience providing services to artists who have toured both nationally and globally.
CohnReznick’s Hooley named to 2025 San Diego Business Journal’s San Diego 500 list
CohnReznick, a leading professional services firm, recently announced that Chief Operating Officer Mark Hooley has been recognized by the The San Diego Business Journal on its 2025 San Diego 500 list.
About Mark Hooley
As Chief Operating Officer, Mark Hooley is responsible for supporting the firm’s service lines, financial reporting systems, administration, facilities, innovation and technology, and international operations. He has more than two decades of experience providing audit and consulting services to publicly traded and closely held companies in the renewable energy, software, life sciences, real estate, and manufacturing and distribution industries.
The Bonadio Group Announces Key Leadership Changes
The Bonadio Group, a nationally ranked Top 40 CPA firm, today announced the promotion of five new partners, effective January 1, 2026: Brad Alfred, Jared Amyot, Courtney Caryl, Rochelle Moore and Chelsey Wyant. These leaders will join more than 100 existing partners across the firm.
The firm also announced that Aimee Jozic will step into the role of Rochester Regional Managing Partner (RMP) ahead of the current RMP, Nancy Snyder’s, retirement in May 2026. Aimee has been with The Bonadio Group for 20 years, providing auditing services for tax-exempt organizations in the healthcare and higher education industries, and has served as a partner in the firm’s Assurance practice since 2019.
Partner Promotions
Capital Region
· Brad Alfred, Small Business Advisory: With more than 10 years of experience, Brad works closely with small business owners and individuals to address their tax and accounting needs. Brad is a member of the American Institute of Certified Public Accountants and (AICPA) and New York State Society of Certified Public Accountants (NYSSCPA). He also serves as a member of the Finance Committee of Congregation Beth Emeth.
· Jared Amyot, Assurance: Jared has been with The Bonadio Group for more than 15 years. He serves a variety of industries, including construction, manufacturing and retail, and is primarily responsible for supervising financial statement audits and reviews, as well as employee benefit plan audits. Jared is also a past president and currently serves on the Board of Directors of the New York Capital Region Chapter of the Construction Financial Management Association (CFMA).
Rochester Region
· Courtney Caryl, Advisory & Consulting, FoxPointe Solutions (The Bonadio Group’s information risk management division): Courtney brings years of experience in internal and external information technology auditing and information security best practices and controls across multiple sectors, including healthcare, banking, managed service providers, and software companies. She specializes in SOC 1 and 2 reporting. During her career she has been a HITRUST Certified Common Security Framework Practitioner (CCSFP) and a Certified HITRUST Quality Professional (CHQP).
· Rochelle Moore, Small Business Advisory: Rochelle brings more than 15 years of public accounting experience, with expertise in special project consulting, including strategic tax planning, and comprehensive tax compliance. Her work focuses on clients in the real estate and service industries, as well as private wealth. She also currently serves on the United Way’s Emerging Leaders Advisory Board.
· Chelsey Wyant, Assurance: With more than 16 years of experience, Chelsey’s expertise includes financial statement audits, tax compliance, internal control reviews and regulatory compliance for tax-exempt organizations. Chelsey is a member of the AICPA and serves as the Board Treasurer of Girls on the Run of Greater Rochester.
Acumatica Names Jon Pollock Chief Product Officer to Lead Next Phase of Cloud ERP Innovation
Acumatica, the industry-leading cloud ERP provider, today announced the appointment of Jon Pollock as Chief Product Officer (CPO). In this role, Pollock will lead Acumatica’s global product management and user experience organizations, overseeing product strategy, innovation, and delivery across the company’s cloud ERP platform. He will play a key role in advancing Acumatica’s product vision and AI innovation strategy as well as supporting growth initiatives across its core industries, including construction, manufacturing, distribution, retail, and professional services.
As CPO, Pollock will focus on advancing Acumatica’s customer-driven product roadmap, integrating innovative AI capabilities, strengthening platform functionality, and ensuring the company continues to deliver flexible solutions that help customers operate more efficiently and confidently.
Pollock brings more than 25 years of experience building and scaling SaaS and payments platforms at high-growth technology companies. Most recently, he served as CPO at Procare Solutions and general manager of Procare’s ChildPlus division, leading product management, user experience, sales, marketing, and customer support teams across childcare management SaaS, payments, and early learning solutions.
Pollock succeeds Ali Jani, who joined Acumatica in 2010 and has been instrumental in developing the company’s business strategy, product evolution, and ecosystem growth.
McNally Joins CohnReznick as Tax Partner in Florida Commercial Real Estate Practice
CohnReznick, a leading professional services firm, recently announced that Kevin McNally has joined the firm as a tax partner in its Commercial Real Estate practice. Based in Orlando, McNally will support the expansion of the firm’s real estate practice in Florida, focusing on the central part of the state.
McNally has deep real estate industry expertise, helping developers, operators, and investors navigate the tax issues associated with complicated partnership agreements including accounting for preferred interest, promoted interests, and 704(b) capital account maintenance to address 704(c) capital contributions. His experience also includes accounting for condo developments and home building, acquisition and exit planning for bundled real estate portfolios (including gain calculations and cost segregation studies), and structuring foreign inbound investment into U.S. real estate. McNally is also proficient in testing and effectuating qualified opportunity zones.
McNally joins CohnReznick having served most recently as a Director of Tax Services for a Miami-based Advisory and CPA firm. Prior to this, he was in the tax practice for another Miami-based firm and began his career as a tax associate for a Big 4 firm.
Currently studying at the University of Florida for an L.L.M. degree in Taxation, McNally earned a J.D. and Graduate Diploma in Comparative Law from the Paul M. Hebert Law Center at Louisiana State University. He earned a B.A. in Spanish from Florida International University and a B.S. in Accounting and Economics from the University of Tampa.
Recommended Articles
September 26, 2019
Professionals on the Move
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
Tags: Accounting, Firm Management, promotions, Staffing
