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.
Leadership
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Chairperson
Stephen Allegrezza, CPAPwC LLP - Boston
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Chairperson
Michael J. Davoli III, CPA, MSAVP, Alternatives Oversight
Fidelity Investments - Boston
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Staff Liaison
Melissa NystedtMassachusetts Society of CPAs - Boston
Members
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Charles Abraham, CPA
Forvis Mazars, LLP - Chestnut Hill
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Anthony T. Aniello Jr., CPA
Tax Partner
BDO USA, P.C. - Boston
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Isaac D. Austin
Tax Preparer
DesRosiers & Tierney LLC - Boston
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Olufolarin J. Bamgbowu, CPA, MSEng, M
Director
Amethyst Associates - Framingham
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Stephanie E. Barry, CPA
Tax
PwC LLP - Boston
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Jonathan N. Bartow, CPA
EY - Boston
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Andrew E. Bentley, CPA
PwC LLP - Boston
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Joseph F. Bittner, CPA, MBA, MSA
Senior Auditor
Deloitte LLP - Boston
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Elyse R. Blum, CPA
Senior Manager, Tax
EY - Boston
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Jacqueline E. Brady, CPA
Senior Manager
Deloitte LLP - Boston
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Dean Brodeur, CPA
Audit Manager
Deloitte LLP - Boston
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Timothy D. Brosnan, CPA
Tax Partner
EY - Boston
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Anthony E. Capela, CPA
Tax Partner
EY - Boston
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Katelyn Castonguay, CPA
CBIZ - Boston
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Michael J. Castonguay, CPA
Mazars USA LLP - Boston
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Sid Chowdhury, CPA
Vice President, Finance and Operation
Audax Group - Boston
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John J. Ciampa, CPA
Treasurer
Massachusetts Credit Union Share Insurance Corporation - Westborough
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Emily L. Clerkin, CPA
Associate Partner
EY - Boston
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Edward R. Conway III, BS, MSA, CPA
Managing Director, North America
Alter Domus - Boston
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Louis J. Cote, CPA
Assistant Fund Controller, AVP
GID Investment Advisers LLC - Boston
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Kristen E. Cottreau, CPA
Tax Senior Manager
Peregrine - Boston
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John A. Dafulas, CPA
IPS Fund Services LLC - Boston
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Mathew F. DeMong, CPA, JD
Office Managing Partner
BDO USA, P.C. - Boston
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Michael J. Deluise, CPA
Grant Thornton LLP - Boston
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Gerry F. Doiron, CPA
Commercial Assurance Manager
RSM - Boston
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James M. Downey, CPA
Downey & Company LLP - Braintree
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Nicholas Drago, CPA
Senior, Assurance
EY - Boston
- Kayla M. Ducharme, CPA
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Tucker Erdody
Baker Newman Noyes - Boston
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David Federman, CPA
PwC LLP - Boston
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Lisa M. Ferraro, CPA
Director
PwC LLP - Boston
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Jill E. Foley
Massachusetts Society of CPAs - Boston
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Jeremy L. Foss, CPA
Executive Director, Assurance
EY - Boston
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Michael R. Frasca, CPA
Deloitte LLP - Boston
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Michael R. Gabree Jr., CPA
Coverys - Boston
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Michael J. Gentile, CPA
Senior Manager, Assurance
EY - Boston
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Robert T. Goguen, CPA
Partner Audit Services Group
KLR - Boston
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Adam R. Gorlovsky-Schepp, CPA
Raphael and Raphael LLP - Boston
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Natalia Greene, CPA
Assurance Senior Manager
KPMG LLP - Boston
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Sean M. Grzeck, CPA
KPMG LLP - Boston
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Andrew Ham, CPA
Audit Associate
KPMG LLP - Boston
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Peter G. Hanson, CPA
Manager
Wolf & Company, P.C. - Boston
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Brian D. Harpish, CPA
Petra Funds Group, LLC - Boston
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Marisa C. Harvey, CPA
Tax Manager
Wolf & Company, P.C. - Boston
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Robert W. Herrmann III, CPA
Senior Associate
KPMG LLP - Boston
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Jacqueline A. Higgins, CPA
RSM - Boston
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Julie R. Houle, CPA
Partner/Managing Director
RSM - Boston
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Stephen J. Ivanoski Jr, CPA
Senior Manager Audit
KPMG LLP - Boston
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Alexander C. Johnson, CPA
Audit Partner
EY - Boston
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Sean A. Keenan, CPA
Senior Manager, Accounting
WS Development - Chestnut Hill
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Thomas W. Kenison, CPA
BDO USA, P.C. - Boston
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Niall Kiely, CPA
Senior Manager, Assurance
EY - Boston
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Jina Kim, CPA
Tax
EY - Boston
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Sarah J. Kindzerske, CPA
KPMG LLP - Boston
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Evan Knight
PwC LLP - Boston
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Zhamilya Korgasbekova, CPA
Tax Senior Manager
KPMG LLP - Boston
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Daniel Korogodsky
Tax Associate
CohnReznick - Boston
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Aditya S. Kulkarni, CPA, CGMA
Vice President
BNY Mellon - Boston
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Lunetta S. Kwan, CPA
Managing Director
KPMG LLP - Boston
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Jeffrey Laboe, EA
Tax Manager
MP P.C. - Springfield
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Steven A. Lange, CPA
Berkowitz Pollack Brant Advisors + CPAs - Boca Raton
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Edward J. Leary, CPA
Founder
Edward J Leary CPA - Framingham
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Declan E. Lee, CPA
KPMG LLP - Boston
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Kelly A. Lee, CPA
Senior Manager, Assurance
EY - Boston
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Sam J. Liang, CPA
Alvarez & Marsal - Boston
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Paul N. Mark, CPA
Managing Tax
Grant Thornton LLP - Boston
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Andrew P. Markey, CPA
Audit & Assurance Senior Assi
Deloitte LLP - Boston
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James L. Marks, EA
Grant Thornton LLP - Boston
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Jedidiah Marshall, CPA
Tax
KPMG LLP - Boston
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Carin P. McGrath, CPA
Assurance Manager
EY - Boston
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Douglas N. Mckenna, CPA
Senior, Assurance
EY - Boston
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Thomas D. Millett, CPA, JD
Attorney
Millett Rafferty Attorneys - Marblehead
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Kevin Mongeon, CPA
PwC LLP - Boston
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John L. Nasrah, CPA
Head of Tax
Grantham Mayo Van Otterloo & Co LLC - Boston
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Laura P. O'Brien, CPA
LGA, LLP - Chestnut Hill
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Vincent J. Occhino, CPA
PwC LLP - Boston
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Andrew L. Plourde, CPA
Partner
KPMG LLP - Boston
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Jamie E. Posterro, CPA
Tax
KPMG LLP - Boston
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Andrew R. Prunier, CPA
KPMG LLP - Boston
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Aldo Rabih, CPA, CGMA
RGP - New York
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Bharath Ramachandran, CPA
BDO USA, P.C. - Boston
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Christina L. Rosello, CPA
Millstreet Capital Management - Boston
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John H. Sanders Jr., CVA
Manager
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Donald R. Sandler, CPA
Sandler & Company PC - Needham
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Kenneth D. Segal
Partner and Head of LGA's Business Ad
LGA, LLP - Woburn
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Sarah E. Shaw, CPA
RSM - Boston
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J Michael Silvia, CPA
Director
CBIZ - Boston
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Victoria L. Stahre, CPA
Accounting Advisory Manager
CFGI - Boston
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Alexandra Steinberg, CPA
Staff, Assurance
EY - Boston
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Michael C. Stravin, CPA
Principal
Wolf & Company, P.C. - Boston
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Ryan M. Sturma, CPA
Deloitte LLP - Boston
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David T. Sweeney, CPA
Sandler & Company PC - Needham
- Rita A. Taugher, CPA, MST
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Ryan S. Taylor, CPA
Partner
KPMG LLP - Boston
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John P. Thomas, CPA
Grant Thornton LLP - Boston
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Christopher M. Van Voorhies, CPA
KPMG LLP - Boston
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Joseph Venditto-Vedovelli, CPA
Audit Senior Manager
KPMG LLP - Boston
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Dominic Viadero, CPA, MSA, MBA
Senior Manager
EY - Boston
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Kristin Wells
Massachusetts Society of CPAs - Boston
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Derek White, CPA
Assurance Senior Manager
CBIZ - Boston
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Alexander J. Wucker, CPA
Audit Senior Manager
KPMG LLP - Boston
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Stephen R. Yardumian, CPA
Partner
Withum - Boston
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Gregory F. Yee
SS&C Inc - Boston
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Stephanie J. Zappulla, CPA
Director
Grant Thornton LLP - Boston
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Joe Zhou, CPA
BDO USA, P.C. - Boston
Questions? Contact Melissa Nystedt at MNystedt@masscpas.org