Background

Experience:

• Managing Director for Fastest Growing and one of the largest CPA firms in the US
• Managing Partner of KLR affiliate company Envision Technology Advisors, LLC
• Over 40 years of experience in the public accounting field
• Provides advisory services to several of the firm’s larger clients
• Chair of the firm’s Healthcare Services Group
• Works with many emerging businesses in life sciences, healthcare and technology

Education:

• Bachelor of Administration, Economics, Lafayette College
• Master in Business Administration, Rutgers University
• Master of Science in Taxation, Bryant University

Professional

• Leading Edge Alliance, Board of Directors
• American Institute of Certified Public Accountants (AICPA), management consulting, technology and tax division member
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Medical Group Management Association
• Cherrystone Angel Group member
• Sky Ventures member
• Providence Mutual Fire Insurance Company, Board of Trustees Chair
• Rhode Island Public Expenditure Council, board member

Awards:

• 2021 Managing Partner Elite, Accounting Today
• 2019 Miriam Hospital Foundation Person of the Year
• Joseph Ress Community Service Award
• Wheeler School Board of Trustees Award
• Max Alperin Leadership Award
• Merrill L. Hassenfeld Community Service Award
• 2015 Miriam Hospital Person of the Year

Community

• Lifespan Corporation, vice-chair of the board of directors and audit committee chair
• Rhode Island Hospital, vice-chair of the board of trustees
• Newport Hospital, vice-chair of the board of trustees
• Bradley Hospital, vice-chair of the board of trustees
• Miriam Hospital Foundation, past chair of the board of trustees
• Rhode Island Foundation, past professional advisory council chair
• Jewish Federation Foundation, past board of directors
• Miriam Hospital, past chair of the board of trustees
• Wheeler School, past president and chairman of the board of trustees
• Jewish Community Center of RI, past president
• Jewish Alliance (Formerly Jewish Federation of Rhode Island), past board member, campaign chair in 2005 & 2006
• United Way: DeTouqueville Society
• Temple Emanu-El, past member of the board of directors
• Lafayette College, past alumni representative
• YMCA- Camp Fuller, past treasurer
• Brown- RISD Hillel, past advisory board member
• Jewish Family Service, past board member
• Jewish Home Corporation, past board member
• Jewish Seniors Agency, past board member
• Fox Point East Side Little League, past board member and coach
• Rhode Island Kids Count, past treasurer
• University Club
• Ledgemont Country Club

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