Largest Class in Firm's History Reflects
Tremendous Growth in Advisory Services
NEW
YORK, Aug. 1, 2024 /PRNewswire/ -- Eisner
Advisory Group LLC, one of the world's largest business consulting
firms, announced that it has admitted 23 new partners effective
August 1, 2024.
"These outstanding professionals possess deep expertise, a
client-centric mindset, and a dedication to continuous learning
that is so critical for success in today's hyper-competitive
marketplace," said Eisner Advisory Group CEO Charly Weinstein. "We warmly welcome these
deserving new partners and look forward to them adding even more
value for our ever-growing roster of clients."
(Partner's name links to his/her full bio and
headshot.)
Ryan Aldridge – Ryan
is a partner in the Consulting Services Group. With more than 10
years of experience, he is based in the Baton Rouge, LA, office. He leads class
action, mass arbitration, and mass tort claims administration
projects. He is proficient in settlement administration, including
notice distribution, claims adjudication, data analysis, fund
administration, and technology integration. He has led settlement
programs involving consumer, antitrust, personal injury, mass
torts, and labor and employment litigations.
Derek
Chamberlain – Derek is a partner in the Audit
Services Group. With approximately 12 years of experience, he is
based in the Minneapolis, MN,
office. He provides clients with solutions in accounting, audit,
and advisory services across a wide variety of industries. He also
frequently conducts training sessions for the Audit Services
Group.
Dana Daigle – Dana is
a partner in the Advisory Services Group. With nearly 15 years of
experience, she is based in the Baton
Rouge, LA, office. She is a leader of the Financial
Management and Disbursements Service Line, providing services
across numerous industries. Her expertise includes financial
management, policy and process design, disbursements, disaster
management, forensic accounting, compliance, and litigation
support.
Michele
Epstein – Michele is a partner in the Audit
Services Group. With more than 12 years of experience, she is based
in the Iselin, NJ, office. She is
responsible for audit engagements for public and private companies
across several business sectors. Michele has experience with SEC
compliance, including SOX internal controls, complex debt and
equity transactions, revenue recognition, and mergers and
acquisitions.
Ralph
Estel – Ralph is a partner in the Private
Client Services Group. With more than 15 years of experience, he is
based in the Philadelphia, PA,
office. He provides accounting, consulting, and tax services to
middle-market clients in the real estate, construction, and other
sectors.
John
Ferraro – John is a partner in the Private
Client Services Group. With nearly 20 years of experience, he is
based in the Melville, NY, office.
John specializes in tax compliance and consulting, with a
particular focus on investment and closely held partnership
structures. John's proficiency extends across multiple sectors,
including real estate, manufacturing, distribution, and others.
Jennifer
Fuselier – Jennifer is a partner in the Audit
Services Group. With 14 years of experience, she is based in the
New Orleans, LA, office. She
oversees fieldwork and performs financial statement audits, single
audits, agreed-upon procedure engagements, and other services for
nonprofits, governments, and charter schools.
Adam
Gager – Adam is a partner in the Audit
Services Group. With more than 15 years of experience, he is based
in the New York, NY, office. He is
responsible for audit, review, and compilation engagements for a
variety of business sectors. He specializes in accounting for
royalties and the valuation of investments in music, film, and
television copyrights and licenses.
Michael
Grant – Michael is a partner in the Tax
Services Group. With more than 15 years of experience, he is based
in the Iselin, NJ, office. He
provides tax compliance and advisory services to clients in the
manufacturing and distribution, retail, real estate, and life
sciences sectors. He specializes in closely held businesses,
individual taxation, and IRC 382.
Kira
Heizer – Kira is a partner in the Outsourced
Services Group. With nearly 30 years of experience, she is based in
the San Mateo, CA, office. She
provides fractional CFO services to privately owned businesses and
venture-backed startups. Kira specializes in using financial
forecasting and analysis to optimize resource allocation, increase
operational efficiency, and maximize cash flow to determine funding
needs.
Zhi Man
Huang – Zhi is a partner at EA RESIG LLC. With
more than 15 years of experience, he is based in the New York, NY, office. He leads several fund
administration teams responsible for the day-to-day activities of
real estate private equity funds. He has expertise with financial
statements, waterfall schedules, preferred return calculations, and
all areas of private equity. Zhi routinely works on funds that have
master-feeder structures and structures that include real estate
investment trusts ("REITs") and blocker entities.
Sarah Irvin – Sarah
is a partner in the Advisory Services Group. With approximately 15
years of experience, she is based in the New Orleans, LA, office. A leader of the
Financial Management and Disbursements service line, Sarah
specializes in accounting and finance, compliance, financial
management and disbursements, quality assurance and control,
disaster management and recovery, and settlement fund financial
administration across a variety of industries.
Amy
Jongerius – Amy is a partner in the Outsourced
Services Group. With more than 15 years of experience, she is based
in the Minneapolis, MN, office.
She has a focus in healthcare, specializing in working with
physician groups, medical practice clients, dental practices, and
privately held clinics and their management teams to help improve
their day-to-day accounting and monthly financial reporting.
Nicholas
Landera – Nicholas is a partner in the
Financial Advisory Services Group. With 18 years of experience, he
is based in the Miami, FL, office.
He provides consulting, forensic accounting, litigation support,
and expert witness services. His experience includes multinational
investigations, class-action litigation consulting, shareholder
disputes, and derivative actions. He also has extensive experience
assisting on clients' business valuation and transaction advisory
matters for mergers and acquisitions, tax compliance, and dispute
resolution.
Anastasiya Lopatnikova – Anastasiya is a
partner in the Financial Services Group. With more than 15 years of
experience, she is based in the New York,
NY, office. She serves hedge funds, private equity funds,
venture capital funds, funds of funds, investment advisors,
registered investment advisors, broker-dealers, and other financial
services entities.
Samuel
Medina – Samuel is a partner in the Private
Client Services Group. With more than 25 years of experience, he is
based in the Chicago, IL, office.
Specializing in tax planning, compliance, and gift and estate
taxation, Samuel serves high-net-worth individuals and their
closely held businesses across various industries, including family
businesses, law firms, professional services, and real estate.
Michael
Morse – Michael is a partner in the Audit
Services Group. With 13 years of experience, he is based in the
New Orleans, LA, office. He
provides audit and consultation services across many industries
including employee benefit plans, construction, and marine vessel
supply. Michael also has experience in planning and executing
internal and compliance audits, including Sarbanes-Oxley Section
404.
Kevin
Nardone – Kevin is a partner in the Private
Client Services Group. With more than 15 years of experience, he is
based in the Iselin, NJ, office.
He provides attest and advisory services for closely held companies
in the food and beverage, manufacturing and distribution, software,
and construction sectors. He also has extensive experience in
employee benefit plan audits including 401(k)s, defined benefit
plans, and multi-employer benefit plans.
Virginia
Salazar-Miller – Virginia is a partner in the
Tax Services Group. With more than 25 years of experience, she is
based in the New York, NY, office.
She provides tax planning and compliance services to hedge funds,
private equity, investment advisors, and other financial services
companies, including family offices and high-net-worth
individuals.
Allen
Shteynberg – Allen is a partner in the
Financial Services Group. With more than 15 years of experience, he
is based in the New York, NY,
office. He performs audit services for private equity funds, hedge
funds, mutual funds, funds of funds, and commodity pools. He
assists clients with fund documents, structuring investment
vehicles, and various regulatory issues.
Cameron
Trumble – Cameron is a partner in the Private
Client Services Group. With approximately 15 years of experience,
he is based in the Chicago, IL,
office. He provides tax, reviews, compilations, and bookkeeping
services for private businesses and individuals in the technology,
manufacturing, and real estate industries.
Christine
Wu – Christine is a partner at EA RESIG LLC.
With 18 years of experience, she is based in the New York, NY, office. She leads several fund
administration teams responsible for the day-to-day activities of
various debt and equity funds. She has expertise in complex
organizational fund structure with blocker entities, shareholder
loans, investment-by-investment performance fee calculations, and
REITs. Christine onboards new funds including initial accounting
system set-ups and treasury functions.
Carolyn
Zhang – Carolyn is a partner in the Outsourced
Services Group. With more than 15 years of experience, she is based
in the San Mateo, CA, office.
Carolyn supports the operational accounting functions for
venture-backed early-stage tech startups. She manages the overall
direction, coordination, development, and evaluation of accounting
and financial operations for client companies, including producing
financial reports, establishing financial performance metrics, and
implementing accounting software strategies.
About EisnerAmper
EisnerAmper, one of the largest
business consulting firms in the world, is comprised of EisnerAmper
LLP, a licensed independent CPA firm that provides client attest
services; and Eisner Advisory Group LLC, an alternative practice
structure that provides advisory and non-attest services in
accordance with all applicable laws, regulations, standards and
codes of conduct. Clients are in all sectors and leverage a
complete menu of service offerings. Our combined entities include
approximately 450 partners and 4,500 employees. For more
information, please visit eisneramper.com, and follow us on (X) and
LinkedIn.
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