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Regulated Investment Companies

The Regulated Investment Companies Committee meets quarterly to provide a forum for members to discuss current industry, accounting, tax and regulatory issues relevant to investment management companies; to provide opportunities for industry networking and to provide timely training on topical issues of interest to members.

Ryan Sturma of Deloitte is the Chairmen of the committee. If you have questions regarding the committee, please contact the Committee Liaison, Jill Foley. 

Join the Committee

By clicking the link above you will be redirected to the HUB online community where you can request to join the committee.

Join the Discussion

By clicking the link above you will be redirected to the HUB online community where you can view existing discussion topics, and post new discussions to the committee's thread. 

view all upcoming committee meetings

Leadership

  • Chairperson

    TImothy Fayed

    Deloitte LLP - Boston

  • Chairperson

    Christine St Hilaire

    Managing Director

    KPMG LLP - Boston

  • Staff Liaison

    Jill Foley

    Massachusetts Society of CPAs - Boston

Members

  • Charles Abraham

    Mazars USA LLP - Boston

  • Peter Adams

    Senior Manager, Assurance

    EY - Boston

  • Darlene Anderson-Vasquez

    Managing Director - Tax

    State Street Global Advisors - Boston

  • Elizabeth Bayston

    Director of Accounting Policy

    MFS Investment Mgt - Boston

  • Jeffrey Belaief

    Senior Manager, Assurance

    EY - Boston

  • Matthew Block

    Natixis Global Asset Management - Boston

  • Gregory Boccio

    Audit and Assurance Senior Manager

    Deloitte LLP - Boston

  • Heather Bonner

    Managing Director, CFO AQR Funds

    AQR Capital Management - Greenwich

  • Jacqueline Brady

    Senior Manager

    Deloitte LLP - Boston

  • Charles Buckley III

    Business Transformation Office

  • Declan Byrne

    Partner

    PwC LLP - Boston

  • Katelyn Castonguay

    Marcum LLP - Boston

  • Michael Castonguay

    Senior Manager

  • Lei Chen

    Head of Internal Audit

    Geode Capital Management - Boston

  • Emily Clerkin

    Associate Partner

  • Clare Cole

    Financial Planning and Family Office

    Clare Cole CPA - Westport

  • Kevin Collins

    Tax Partner

    KPMG LLP - Boston

  • Kristen Cottreau

    Tax Senior Manager

    Grant Thornton LLP - Boston

  • Alexis Cunningham

    Partner

    PwC LLP - Boston

  • Lauren Davides

    Managing Director Regulatory Strategy

    State Street - Boston

  • James DeCesar

    Business Advisory Principal

    LGA, LLP - Woburn

  • Christopher Durken

    Audit Director

    State Street - Boston

  • Julia Ekelund

    Massachusetts Society of CPAs - Boston

  • Daniel Ferry

    KPMG LLP - Boston

  • Peter Finnerty

    PwC LLP - Boston

  • Henry Fong
  • Marc Gallagher

    Tax Managing Director

    KPMG LLP - Boston

  • John Geiger

    Senior Manager, Tax

    EY - Boston

  • Richard Gelfand

    JPMorgan Investor Services Co - Boston

  • Pujaben Ghiya

    Business Analyst

    Wolf & Company, P.C. - Boston

  • George Gorman
  • Marguerite Grasso

    Massachusetts Society of CPAs - Boston

  • Helen Hedberg

    Director of RIC Financial Reporting

    Eaton Vance Management - Boston

  • Jacqueline Higgins

    RSM - Boston

  • Robert Howard

    Audit Partner

    Deloitte LLP - Boston

  • Stephen Ivanoski

    Senior Audit Manager - Financial Serv

    KPMG LLP - Boston

  • Adnani Johari

    Lead Financial Consultant

    Brighthouse Financial - Boston

  • Tracy Jones

    RSM - Boston

  • Thomas Kent
  • Lunetta Kwan

    Managing Director

    KPMG LLP - Boston

  • Gunjan Lalaji

    Controller

    CFGI - Boston

  • Joseph Lee

    Deloitte LLP - Boston

  • Laura Lynch

    Assurance Director- Asset Management

    PwC LLP - Boston

  • Scott Mackey

    RSM - Boston

  • Paul Mark

    Tax Director Privately Held Businesse

    Grant Thornton LLP - Boston

  • James Marks

    Partner

    BDO USA, LLP - Boston

  • Kim Martell

    Financial Services Professional, Regi

    New York Life Insurance Co - New York

  • Andrew Mathison

    Deloitte LLP - Boston

  • Charles McCrosson

    Eaton Vance Management - Boston

  • Karen McElroy

    Partner

    Deloitte LLP - Boston

  • Philip McGuire

    PwC LLP - Boston

  • Kevin Mongeon

    PwC LLP - Boston

  • Ashley Munson

    Senior Manager, Assurance

    EY - Boston

  • John Nasrah

    Head of Tax

    Grantham Mayo Van Otterloo & Co LLC - Boston

  • Joseph Palombo

    Tax

    RSM - Boston

  • Andrew Parenteau

    VP, Finance Senior Manager

    Citizens Bank of Massachusetts - Boston

  • Matthew Rancourt

    Audit Partner

    EY - Boston

  • Michael Refkofsky

    Director of Fund Tax

    MFS Investment Mgt - Boston

  • Donald Sandler

    Sandler & Company PC - Needham

  • Patrick Shaughnessy

    Senior Manager, Assurance

    EY - Boston

  • Sarah Shaw

    RSM - Boston

  • Daniel Strasshofer

    Audit Parnter

    KPMG LLP - Boston

  • Matthew Vaughn

    Audit

    Wolf & Company, P.C. - Boston

  • James Wegmann

    Assistant Treasurer

    Fidelity Investments - Merrimack

Questions? Contact Jill Foley at jfoley@masscpas.org.