Alternative Investments
The 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 committee co-chairs are Katelyn Castonguay, CPA Marcum LLP and Ryan Sturma, CPA, Deloitte LLP. If you have questions regarding the committee, please contact 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
Michael Davoli IIIFidelity Investments - Boston
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Chairperson
Kayla DucharmeKPMG LLP - 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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Anthony Aniello Jr.
Tax Partner
BDO USA, P.C. - Boston
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Olufolarin Bamgbowu
Director
Amethyst Associates - Framingham
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Stephanie Barry
Tax
PwC LLP - Boston
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Jonathan Bartow
EY - Boston
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Andrew Bentley
PwC LLP - Boston
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Joseph Bittner
Senior Auditor
Deloitte LLP - Boston
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Elyse Blum
Senior Manager, Tax
EY - Boston
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Jacqueline Brady
Senior Manager
Deloitte LLP - Boston
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William Bridge
Tax Director
Altimeter Capital - Boston
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Laura Brightney
Merrimack College - North Andover
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Timothy Brosnan
Tax Partner
EY - Boston
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Anthony Capela
Tax Partner
EY - Boston
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Katelyn Castonguay
Marcum LLP - Boston
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Michael Castonguay
Mazars USA LLP - Boston
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Sid Chowdhury
Vice President, Finance and Operation
Audax Group - Boston
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John Ciampa
Treasurer
Massachusetts Credit Union Share Insurance Corporation - Westborough
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Emily Clerkin
Associate Partner
EY - Boston
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Logan Connor
Audit Associate
KPMG - Boston
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Edward Conway III
Managing Director, North America
Alter Domus - 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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John Dafulas
IPS Fund Services LLC - Boston
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Mathew DeMong
Office Managing Partner
BDO USA, P.C. - Boston
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Michael Deluise
Grant Thornton LLP - Boston
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Gerry Doiron
Commercial Assurance Manager
RSM - Boston
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James Downey
Downey & Company LLP - Braintree
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Patrick Fabics
Lead Associate
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Lisa Ferraro
Director
PwC LLP - Boston
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Jill Foley
Massachusetts Society of CPAs - Boston
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Jeremy Foss
Executive Director, Assurance
EY - Boston
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Michael Frasca
Deloitte LLP - Boston
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Michael Gabree Jr.
Coverys - Boston
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Michael Gentile
Senior Manager, Assurance
EY - Boston
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Robert Goguen
Partner Audit Services Group
KLR - Boston
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Adam Gorlovsky-Schepp
Raphael and Raphael LLP - Boston
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Natalia Greene
Assurance Senior Manager
KPMG LLP - Boston
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Sean Grzeck
KPMG LLP - Boston
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Peter Hanson
Manager
Wolf & Company, P.C. - Boston
- Brian Harpish
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Marisa Harvey
Tax Manager
Wolf & Company, P.C. - Boston
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Denis Higgins
Partner
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Jacqueline Higgins
RSM - Boston
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Julie Houle
Partner/Managing Director
RSM - Boston
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David Hunter
Martin, DeCruze & Company - Stamford
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J Ryan Hurley
RSM - Denver
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Stephen Ivanoski Jr
Senior Manager Audit
KPMG LLP - Boston
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Alexander Johnson
Audit Partner
EY - Boston
- Ronald Keating
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Sean Keenan
Accounting Manager
Wincove Private Holdings - Boston
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Thomas Kenison
BDO USA, P.C. - Boston
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Niall Kiely
Senior Manager, Assurance
EY - Boston
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Jina Kim
Tax
EY - Boston
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Zhamilya Korgasbekova
KPMG LLP - Boston
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Daniel Korogodsky
Tax Associate
CohnReznick - Boston
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Aditya Kulkarni
Vice President
BNY Mellon - Boston
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Lunetta Kwan
Managing Director
KPMG LLP - Boston
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Steven Lange
Eisner Amper - Fort Lauderdale
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Edward Leary
Founder
Edward J Leary CPA - Framingham
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Declan Lee
KPMG LLP - Boston
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Kelly Lee
Senior Manager, Assurance
EY - Boston
- Sam Liang
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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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Jedidiah Marshall
Tax
KPMG LLP - Boston
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Carin McGrath
Assurance Manager
EY - Boston
- Shawn McKenna
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Douglas Mckenna
Senior, Assurance
EY - Boston
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Thomas Millett
Attorney
Millett Rafferty Attorneys - Marblehead
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John Nasrah
Head of Tax
Grantham Mayo Van Otterloo & Co LLC - Boston
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Laura O'Brien
LGA, LLP - Chestnut Hill
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Vincent Occhino
PwC LLP - Boston
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David Oresman
Tax Manager
Claremont Corp - Bridgewater
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Heather Ostrowski
Corporate Controller
World Energy - Chelsea
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Andrew Plourde
Partner
KPMG LLP - Boston
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Jamie Posterro
Tax
KPMG LLP - Boston
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Andrew Prunier
KPMG LLP - Boston
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Aldo Rabih
RGP - New York
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Bharath Ramachandran
BDO USA, P.C. - Boston
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John Sanders Jr.
Manager
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Donald Sandler
Sandler & Company PC - Needham
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April Schoenfeld
Aprio - Atlanta
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Kenneth Segal
Partner and Head of LGA's Business Ad
LGA, LLP - Woburn
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Sarah Shaw
RSM - Boston
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J Michael Silvia
Director
Marcum LLP - Boston
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Michael Stravin
Principal
Wolf & Company, P.C. - Boston
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Ryan Sturma
Deloitte LLP - Boston
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David Sweeney
Sandler & Company PC - Needham
- Rita Taugher
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Ryan Taylor
Partner
KPMG LLP - Boston
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Christopher Van Voorhies
KPMG LLP - Boston
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Joseph Venditto-Vedovelli
Audit Senior Manager
KPMG LLP - Boston
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Dominic Viadero
Senior Manager
EY - Boston
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Kristin Wells
Massachusetts Society of CPAs - Boston
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Derek White
Assurance Senior Manager
Marcum LLP - Boston
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Alexander Wucker
Audit Senior Manager
KPMG LLP - Boston
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Qing Xue
LiquidMetal Ventures - Cambridge
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Stephen Yardumian
Partner
Withum - Boston
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Joseph Zappulla
Controller
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Stephanie Zappulla
Director
Grant Thornton LLP - Boston
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Joe Zhou
BDO USA, P.C. - Boston
Questions? Contact Maggie Grasso at mgrasso@masscpas.org.