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Alternative Investments

MassCPAs' Alternative Investments Committee meets quarterly to discuss accounting standards implications to alternative investments, including private equity, venture capital and hedge funds. This committee disseminates information to the Society’s membership through annual InfoShares that focus on relevant topics and speakers. 

The Alternative Investments Committee is chaired by Stephen Allegrezza, CPA of PwC LLP and Michael Davoli III, CPA, MSA, of Fidelity Investments. If you have questions regarding the committee, please contact 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. 


View All upcoming committee meetings

Leadership

  • Chairperson

    Stephen Allegrezza, CPA

    PwC LLP - Boston

  • Chairperson

    Michael J. Davoli III, CPA, MSA

    VP, Alternatives Oversight

    Fidelity Investments - Boston

  • Staff Liaison

    Melissa Nystedt

    Massachusetts Society of CPAs - Boston

Members

  • Charles Abraham, CPA

    Forvis Mazars, LLP - Chestnut Hill

  • Anthony T. Aniello Jr., CPA

    Tax Partner

    BDO USA, P.C. - Boston

  • Isaac D. Austin

    Tax Preparer

    DesRosiers & Tierney LLC - Boston

  • Olufolarin J. Bamgbowu, CPA, MSEng, M

    Director

    Amethyst Associates - Framingham

  • Stephanie E. Barry, CPA

    Tax

    PwC LLP - Boston

  • Jonathan N. Bartow, CPA

    EY - Boston

  • Andrew E. Bentley, CPA

    PwC LLP - Boston

  • Joseph F. Bittner, CPA, MBA, MSA

    Senior Auditor

    Deloitte LLP - Boston

  • Elyse R. Blum, CPA

    Senior Manager, Tax

    EY - Boston

  • Jacqueline E. Brady, CPA

    Senior Manager

    Deloitte LLP - Boston

  • Dean Brodeur, CPA

    Audit Manager

    Deloitte LLP - Boston

  • Timothy D. Brosnan, CPA

    Tax Partner

    EY - Boston

  • Anthony E. Capela, CPA

    Tax Partner

    EY - Boston

  • Katelyn Castonguay, CPA

    CBIZ - Boston

  • Michael J. Castonguay, CPA

    Mazars USA LLP - Boston

  • Sid Chowdhury, CPA

    Vice President, Finance and Operation

    Audax Group - Boston

  • John J. Ciampa, CPA

    Treasurer

    Massachusetts Credit Union Share Insurance Corporation - Westborough

  • Emily L. Clerkin, CPA

    Associate Partner

    EY - Boston

  • Edward R. Conway III, BS, MSA, CPA

    Managing Director, North America

    Alter Domus - Boston

  • Louis J. Cote, CPA

    Assistant Fund Controller, AVP

    GID Investment Advisers LLC - Boston

  • Kristen E. Cottreau, CPA

    Tax Senior Manager

    Peregrine - Boston

  • John A. Dafulas, CPA

    IPS Fund Services LLC - Boston

  • Mathew F. DeMong, CPA, JD

    Office Managing Partner

    BDO USA, P.C. - Boston

  • Michael J. Deluise, CPA

    Grant Thornton LLP - Boston

  • Gerry F. Doiron, CPA

    Commercial Assurance Manager

    RSM - Boston

  • James M. Downey, CPA

    Downey & Company LLP - Braintree

  • Nicholas Drago, CPA

    Senior, Assurance

    EY - Boston

  • Kayla M. Ducharme, CPA
  • Tucker Erdody

    Baker Newman Noyes - Boston

  • David Federman, CPA

    PwC LLP - Boston

  • Lisa M. Ferraro, CPA

    Director

    PwC LLP - Boston

  • Jill E. Foley

    Massachusetts Society of CPAs - Boston

  • Jeremy L. Foss, CPA

    Executive Director, Assurance

    EY - Boston

  • Michael R. Frasca, CPA

    Deloitte LLP - Boston

  • Michael R. Gabree Jr., CPA

    Coverys - Boston

  • Michael J. Gentile, CPA

    Senior Manager, Assurance

    EY - Boston

  • Robert T. Goguen, CPA

    Partner Audit Services Group

    KLR - Boston

  • Adam R. Gorlovsky-Schepp, CPA

    Raphael and Raphael LLP - Boston

  • Natalia Greene, CPA

    Assurance Senior Manager

    KPMG LLP - Boston

  • Sean M. Grzeck, CPA

    KPMG LLP - Boston

  • Andrew Ham, CPA

    Audit Associate

    KPMG LLP - Boston

  • Peter G. Hanson, CPA

    Manager

    Wolf & Company, P.C. - Boston

  • Brian D. Harpish, CPA

    Petra Funds Group, LLC - Boston

  • Marisa C. Harvey, CPA

    Tax Manager

    Wolf & Company, P.C. - Boston

  • Robert W. Herrmann III, CPA

    Senior Associate

    KPMG LLP - Boston

  • Jacqueline A. Higgins, CPA

    RSM - Boston

  • Julie R. Houle, CPA

    Partner/Managing Director

    RSM - Boston

  • Stephen J. Ivanoski Jr, CPA

    Senior Manager Audit

    KPMG LLP - Boston

  • Alexander C. Johnson, CPA

    Audit Partner

    EY - Boston

  • Sean A. Keenan, CPA

    Senior Manager, Accounting

    WS Development - Chestnut Hill

  • Thomas W. Kenison, CPA

    BDO USA, P.C. - Boston

  • Niall Kiely, CPA

    Senior Manager, Assurance

    EY - Boston

  • Jina Kim, CPA

    Tax

    EY - Boston

  • Sarah J. Kindzerske, CPA

    KPMG LLP - Boston

  • Evan Knight

    PwC LLP - Boston

  • Zhamilya Korgasbekova, CPA

    Tax Senior Manager

    KPMG LLP - Boston

  • Daniel Korogodsky

    Tax Associate

    CohnReznick - Boston

  • Aditya S. Kulkarni, CPA, CGMA

    Vice President

    BNY Mellon - Boston

  • Lunetta S. Kwan, CPA

    Managing Director

    KPMG LLP - Boston

  • Jeffrey Laboe, EA

    Tax Manager

    MP P.C. - Springfield

  • Steven A. Lange, CPA

    Berkowitz Pollack Brant Advisors + CPAs - Boca Raton

  • Edward J. Leary, CPA

    Founder

    Edward J Leary CPA - Framingham

  • Declan E. Lee, CPA

    KPMG LLP - Boston

  • Kelly A. Lee, CPA

    Senior Manager, Assurance

    EY - Boston

  • Sam J. Liang, CPA

    Alvarez & Marsal - Boston

  • Paul N. Mark, CPA

    Managing Tax

    Grant Thornton LLP - Boston

  • Andrew P. Markey, CPA

    Audit & Assurance Senior Assi

    Deloitte LLP - Boston

  • James L. Marks, EA

    Grant Thornton LLP - Boston

  • Jedidiah Marshall, CPA

    Tax

    KPMG LLP - Boston

  • Carin P. McGrath, CPA

    Assurance Manager

    EY - Boston

  • Douglas N. Mckenna, CPA

    Senior, Assurance

    EY - Boston

  • Thomas D. Millett, CPA, JD

    Attorney

    Millett Rafferty Attorneys - Marblehead

  • Kevin Mongeon, CPA

    PwC LLP - Boston

  • John L. Nasrah, CPA

    Head of Tax

    Grantham Mayo Van Otterloo & Co LLC - Boston

  • Laura P. O'Brien, CPA

    LGA, LLP - Chestnut Hill

  • Vincent J. Occhino, CPA

    PwC LLP - Boston

  • Andrew L. Plourde, CPA

    Partner

    KPMG LLP - Boston

  • Jamie E. Posterro, CPA

    Tax

    KPMG LLP - Boston

  • Andrew R. Prunier, CPA

    KPMG LLP - Boston

  • Aldo Rabih, CPA, CGMA

    RGP - New York

  • Bharath Ramachandran, CPA

    BDO USA, P.C. - Boston

  • Christina L. Rosello, CPA

    Millstreet Capital Management - Boston

  • John H. Sanders Jr., CVA

    Manager

  • Donald R. Sandler, CPA

    Sandler & Company PC - Needham

  • Kenneth D. Segal

    Partner and Head of LGA's Business Ad

    LGA, LLP - Woburn

  • Sarah E. Shaw, CPA

    RSM - Boston

  • J Michael Silvia, CPA

    Director

    CBIZ - Boston

  • Victoria L. Stahre, CPA

    Accounting Advisory Manager

    CFGI - Boston

  • Alexandra Steinberg, CPA

    Staff, Assurance

    EY - Boston

  • Michael C. Stravin, CPA

    Principal

    Wolf & Company, P.C. - Boston

  • Ryan M. Sturma, CPA

    Deloitte LLP - Boston

  • David T. Sweeney, CPA

    Sandler & Company PC - Needham

  • Rita A. Taugher, CPA, MST
  • Ryan S. Taylor, CPA

    Partner

    KPMG LLP - Boston

  • John P. Thomas, CPA

    Grant Thornton LLP - Boston

  • Christopher M. Van Voorhies, CPA

    KPMG LLP - Boston

  • Joseph Venditto-Vedovelli, CPA

    Audit Senior Manager

    KPMG LLP - Boston

  • Dominic Viadero, CPA, MSA, MBA

    Senior Manager

    EY - Boston

  • Kristin Wells

    Massachusetts Society of CPAs - Boston

  • Derek White, CPA

    Assurance Senior Manager

    CBIZ - Boston

  • Alexander J. Wucker, CPA

    Audit Senior Manager

    KPMG LLP - Boston

  • Stephen R. Yardumian, CPA

    Partner

    Withum - Boston

  • Gregory F. Yee

    SS&C Inc - Boston

  • Stephanie J. Zappulla, CPA

    Director

    Grant Thornton LLP - Boston

  • Joe Zhou, CPA

    BDO USA, P.C. - Boston

Questions? Contact Melissa Nystedt at MNystedt@masscpas.org