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.
The committee is co-chaired by Timothy Fayed of Deloitte LLP and Christine St.Hilaire of KPMG LLP. If you have questions regarding the committee, please contact the Committee Liaison, Melissa Nystedt.
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.
Leadership
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Chairperson
TImothy FayedAudit & Assurance Senior Manager
Deloitte LLP - Boston
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Chairperson
Christine St HilaireManaging Director
KPMG LLP - Boston
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Staff Liaison
Jill FoleyMassachusetts Society of CPAs - Boston
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Staff Liaison
Melissa NystedtMassachusetts Society of CPAs - Boston
Members
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Charles Abraham
Mazars USA LLP - Chestnut Hill
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Peter Adams
Senior Manager, Assurance
EY - Boston
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Darlene Anderson-Vasquez
Managing Director - Tax
State Street Global Advisors - Boston
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Elizabeth Bayston
Director of Accounting Policy
MFS Investment Mgt - Boston
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Jeffrey Belaief
Senior Manager, Assurance
EY - Boston
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Matthew Block
Natixis Global Asset Management - Boston
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Gregory Boccio
Audit and Assurance Senior Manager
Deloitte LLP - Boston
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Heather Bonner
Senior Vice President, Treasurer
Fidelity Investments - Boston
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Jacqueline Brady
Senior Manager
Deloitte LLP - Boston
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Declan Byrne
Partner
PwC LLP - Boston
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Franklin Caraballo CPA
Managing Director
Caraballo CPA, Inc. - Andover
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Katelyn Castonguay
Marcum LLP - Boston
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Michael Castonguay
Mazars USA LLP - Boston
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Lei Chen
Head of Internal Audit
Geode Capital Management - Boston
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Emily Clerkin
Associate Partner
EY - Boston
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Clare Cole
Financial Planning and Family Office
Clare Cole CPA - Westport
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Kevin Collins
Tax Partner
KPMG LLP - Boston
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Louis Cote
Assistant Fund Controller, AVP
GID Investment Advisers LLC - Boston
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Kristen Cottreau
Tax Senior Manager
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Alexis Cunningham
Partner
PwC LLP - Boston
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Lauren Davides
Strategy & Business Dev, Mutual Funds
Broadridge Financial - Edgewood
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James DeCesar
Business Advisory Principal
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James Downey
Downey & Company LLP - Braintree
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Julia Ekelund
Massachusetts Society of CPAs - Boston
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Daniel Ferry
Tax Senior Manager
KPMG LLP - Boston
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Peter Finnerty
PwC LLP - Boston
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John Geiger
Senior Manager, Tax
EY - Boston
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Pujaben Ghiya
Business Analyst
Wolf & Company, P.C. - Boston
- George Gorman
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Helen Hedberg
Director of RIC Financial Reporting
Eaton Vance Management - Boston
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Jacqueline Higgins
RSM - Boston
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Robert Howard
Audit Partner
Deloitte LLP - Boston
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Stephen Ivanoski Jr
Senior Manager Audit
KPMG LLP - Boston
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Adnani Johari
Director - Fund Administration
Brighthouse Financial - Boston
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Mamudou Kanuteh
Controller
Acadian Asset Management Inc - Boston
- Thomas Kent
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Lunetta Kwan
Managing Director
KPMG LLP - Boston
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Gunjan Lalaji
Controller
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Laura Lynch
Assurance Director- Asset Management
PwC LLP - Boston
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Scott Mackey
RSM - Boston
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Paul Mark
Managing Tax
Grant Thornton LLP - Boston
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James Marks
Grant Thornton LLP - Boston
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Kim Martell
Financial Planner
Commonwealth Financial Group - Boston
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Andrew Mathison
Deloitte LLP - Boston
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Charles McCrosson
Eaton Vance Management - Boston
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Philip McGuire
PwC LLP - Boston
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Kevin Mongeon
PwC LLP - Boston
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Ashley Munson
Senior Manager, Assurance
EY - Boston
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John Nasrah
Head of Tax
Grantham Mayo Van Otterloo & Co LLC - Boston
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Joseph Palombo
Tax
RSM - Boston
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Andrew Parenteau
VP, Finance Senior Manager
Citizens Bank of Massachusetts - Boston
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Matthew Rancourt
Audit Partner
EY - Boston
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Michael Refkofsky
Director of Fund Tax
MFS Investment Mgt - Boston
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Donald Sandler
Sandler & Company PC - Needham
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Patrick Shaughnessy
Senior Manager, Assurance
EY - Boston
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Sarah Shaw
RSM - Boston
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Daniel Strasshofer
Audit Parnter
KPMG LLP - Boston
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James Wegmann
Assistant Treasurer
Fidelity Investments - Merrimack
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Alexander Wucker
Audit Senior Manager
KPMG LLP - Boston
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Stephanie Zappulla
Director
Grant Thornton LLP - Boston
Questions? Contact Jill Foley at jfoley@masscpas.org.