Advisory

Will Lopez, MAcc – 2020 20 Under 40 Honoree Head of Accountant Community – Gustohttps://gusto.com Career highlights – maximum 150 words: Recently, as Head of Gusto’s Accountant Community, I am the chief architect of People Advisory powered by Gusto – a new advisory category in Client Accounting Services – which empowers accountants and bookkeeper’s to combine […]

Robert Westley, CPA, CFP, PFS – 2020 40 Under 40 Honoree Senior Wealth Advisor, Norther Trust https://www.northerntrust.com/united-states/hom Career Highlights: Robert is a Senior Wealth Advisor at Northern Trust in the Greater New York region. He specializes in the development, implementation, and oversight of financial, estate and tax plans for high-net-worth individuals, C-suite executives, and affluent […]

Jose Zavala – 2020 40 Under 40 Honoree CEO/Founder – ZTX Advisorshttps://ztxadvisors.com President of the LatinX Training Centers. Director of US for Contabi Alliance, Xero Ambassador, 2021 NAHREP Houston Treasurer. Career highlights: June 2017 started my own firm.  Became a Local Xero Ambassador, achieved gold partner status with Xero, launched an accounting podcast, helped launch […]

Or Pikary, CPA, MSA – 2020 40 Under 40 Honoree Senior Manager, Mazars USA https://www.mazars.us Career Highlights: In the industry since 2012, Or is a trusted advisor to a diverse group of clients. He serves businesses among various industries including technology, food and beverage, skincare, and apparel as well as related business owners, founders, executives, […]

Dr. Sean Stein Smith, CPA, CMA, CGMA, CFE – 2020 “40 Under 40” Honoree Professor – City University of New York, Lehman Collegehttps://www.lehman.edu/academics/economics-business/faculty-steinsmith.php Founder and Executive Director – Institute for Blockchain & Cryptoasset Researchhttps://www.ibcr.info/ Career Highlights Dr. Sean Stein Smith is an assistant professor of Accounting in the Economics and Business Department at Lehman College. […]

Top 100 accounting firm Blum, Shapiro & Company, P.C. has been acquired by CliftonLarsonAllen LLP. The staff of BlumShapiro's intend to join CLA on January 1, 2021.

Pros on the Move is a roundup of recent promotions and management changes at accounting firms across the country.

The incoming co-managing partners reflect the substantive breadth of Friedman’s technical capabilities, as well as the firm’s commitment to collaboration. Working closely with current managing partner Carl Bagell, who will oversee the ...