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Regulated Investment Companies

NECPAs' Regulated Investment Companies Community meets quarterly to provide a forum for members to discuss current industry, accounting, tax and regulatory issues relevant to investment management companies; to provide opportunities for industry networking and to provide timely training on topical issues of interest to members.

The Regulated Investment Companies Community is co-chaired by Kathryn McNaughton,CPA of PwC LLP, and Daniel Ferry, CPA, of KPMG LLP. If you have questions regarding the community, please contact the Staff Liaison, Melissa Nystedt. 

view all upcoming community meetings

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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 community's thread. 

Leadership

  • Chairperson

    Daniel J. Ferry, CPA

    Tax Senior Manager

    KPMG LLP - Boston

  • Chairperson

    Kathryn McNaughton, CPA

    Audit Director

    PwC LLP - Boston

  • Staff Liaison

    Melissa Nystedt

    Massachusetts Society of CPAs - Boston

  • Planning Council

    Timothy J. Fayed, MSA/MBA, CPA

    Audit & Assurance Senior Manager

    Deloitte LLP - Boston

  • Planning Council

    Erika C. Giacchetto, CPA

    Senior Manager, Assurance

    EY - Boston

  • Planning Council

    Steve J. Ivanoski Jr, CPA

    Managing Director

    KPMG LLP - Boston

  • Planning Council

    Jedidiah Marshall, CPA

    Tax

    KPMG LLP - Boston

  • Planning Council

    Kelly L. McGovern, CPA

    Audit Manager

    Deloitte LLP - Boston

  • Planning Council

    Xiangfei Ren, CPA

    Senior Manager, Assurance

    EY - Boston

  • Planning Council

    Lei Sun, CPA

    Senior, Assurance

    EY - Boston

Members

  • Charles Abraham, CPA

    Forvis Mazars, LLP - Boston

  • Peter M. Adams, CPA

    Managing Director, Assurance

    EY - Boston

  • Elizabeth C. Bayston, CPA

    Director of Accounting Policy

    MFS Investment Management - Boston

  • Jeff C. Belaief, CPA, MSA

    Partner, Assurance

    EY - Boston

  • Matthew J. Block, CPA

    Natixis Global Asset Management - Boston

  • Gregory S. Boccio, CPA

    Audit and Assurance Managing Director

    Deloitte LLP - Boston

  • Jacqueline E. Brady, CPA

    Senior Manager

    Deloitte LLP - Boston

  • Matthew Brem, CFA, CPA, CAIA

    Director, Valuation Oversight

    Fidelity Investments - Boston

  • Declan Byrne, CPA

    Partner

    PwC LLP - Boston

  • Franklin Caraballo, CPA

    Managing Director

    Caraballo CPA, Inc. - Andover

  • Katelyn Castonguay, CPA

    CBIZ - Boston

  • Michael J. Castonguay, CPA

    Mazars USA LLP - Boston

  • Shirley Cheng, CPA
  • Emily L. Clerkin, CPA

    Assurance Partner

    EY - Boston

  • Kevin J. Collins, CPA

    Tax Partner

    KPMG LLP - Boston

  • Louis J. Cote, CPA

    Fund Controller

    GID Investment Advisers LLC - Boston

  • Kristen E. Cottreau, CPA

    Treasurer/ Tax Manager

    Peregrine Financial Corporation - Danvers

  • Alexis Cunningham, CPA

    Partner

    PwC LLP - Boston

  • James M. Downey, CPA

    Downey & Company LLP - Braintree

  • Julia W. Ekelund

    Massachusetts Society of CPAs - Boston

  • Ashley Farragher, MSA, MBA, CPA

    Audit Director

    PwC LLP - Boston

  • David Federman, CPA

    Audit Manager

    PwC LLP - Boston

  • Peter F. Finnerty, CPA
  • Jill E. Foley

    Massachusetts Society of CPAs - Boston

  • Marc J. Gallagher, CPA, MST

    Tax Managing Director

    Cohen & Company, Ltd Cohen Fund Audit Services - New York

  • John J. Geiger, CPA

    Senior Manager, Tax

    EY - Boston

  • Pujaben P. Ghiya

    Business Analyst

    Wolf & Company, P.C. - Boston

  • Helen T. Hedberg, CPA
  • Jacqueline A. Higgins, CPA

    RSM - Boston

  • Robert A. Howard, CPA

    Audit Partner

    Deloitte LLP - Boston

  • Adnani M. Johari, CPA, CGMA

    Director - Fund Administration

    Brighthouse Financial - Boston

  • Mamudou Kanuteh, CPA
  • Thomas M. Kent, CPA
  • Lunetta S. Kwan, CPA

    Managing Director

    KPMG LLP - Boston

  • Gunjan Lalaji, CPA

    Director - Digital Assets

    Templum, Inc. - New York

  • Laura S. Lynch, CPA

    Assurance Partner- Asset Management

    PwC LLP - Boston

  • Scott A. Mackey, CPA

    RSM - Boston

  • Paul N. Mark, CPA, MBA

    Tax

    Grant Thornton LLP - Boston

  • James L. Marks, EA

    Partnership Tax Solutions

    Grant Thornton LLP - Boston

  • Andrew R. Mathison, CPA

    Deloitte LLP - Boston

  • Philip J. McGuire, CPA

    PwC LLP - Boston

  • Kevin Mongeon, CPA

    Public Accounting Audit Manager

    PwC LLP - Boston

  • Ashley S. Munson, CPA

    Senior Manager, Assurance

    EY - Boston

  • Anjali Nair

    Tax Manager

  • John L. Nasrah, CPA

    Head of Tax

    Grantham Mayo Van Otterloo & Co LLC - Boston

  • Joseph R. Palombo, CPA

    Tax

  • Matthew K. Rancourt, CPA

    Audit Partner

    EY - Boston

  • Michael D. Refkofsky, CPA

    Senior Director of Fund Tax

    MFS Investment Management - Boston

  • Donald R. Sandler, CPA

    Aprio - Needham

  • Patrick Shaughnessy, CPA

    Senior Manager, Assurance

    EY - Boston

  • Sarah E. Shaw, CPA

    RSM - Boston

  • Christine M. St Hilaire, CPA

    Partner

    KPMG LLP - Boston

  • Mitch Storey, CPA

    Senior Audit Associate

    Grant Thornton LLP - Boston

  • Daniel A. Strasshofer, CPA

    Audit Partner

    KPMG LLP - Boston

  • Danielle S. Thebeau, CPA
  • John P. Thomas, CPA

    Senior Manager

    Grant Thornton LLP - Boston

  • James J. Wegmann, CPA

    Assistant Treasurer

    Fidelity Investments - Merrimack

  • Alexander J. Wucker, CPA

    Finance

    Intercontinental Real Estate Corporation - Boston

  • Stephanie J. Zappulla, CPA

    Audit

    Grant Thornton LLP - Boston

Questions? Contact Jill Foley at jfoley@necpas.org.