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Alternative Investments

NECPAs' Alternative Investments Community meets quarterly to discuss accounting standards implications to alternative investments, including private equity, venture capital and hedge funds. This community disseminates information to the Society’s membership through annual InfoShares that focus on relevant topics and speakers. 

The Alternative Investments Community is chaired by Stephen Allegrezza, CPA of PwC LLP and Michael Davoli III, CPA, MSA, of Fidelity Investments. If you have questions regarding the community, please contact Staff Liaison, Melissa Nystedt

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Leadership

  • Chairperson

    Stephen Allegrezza, CPA

    Pathlight Capital - Boston

  • Chairperson

    Michael J. Davoli III, CPA, MSA

    VP, Alternatives Oversight

    Fidelity Investments - Boston

  • Staff Liaison

    Melissa Nystedt

    Massachusetts Society of CPAs - Boston

  • Planning Council

    Joe F. Bittner, CPA, MBA, MSA

    Audit & Assurance

    Deloitte LLP - Boston

  • Planning Council

    Dean Brodeur, CPA

    HarbourVest Partners LLC - Boston

  • Planning Council

    Nicholas Drago, CPA

    Senior Manager, FSO Assurance

    EY - Boston

  • Planning Council

    Sarah J. Kindzerske, CPA

    KPMG LLP - Boston

  • Planning Council

    Andrew P. Markey, CPA

    Audit & Assurance Senior Manager

    Deloitte LLP - Boston

  • Planning Council

    Erick A. Rodriguez, CPA

    Assurance Senior Manager

    CohnReznick - Boston

  • Planning Council

    Glen Shaw III, CPA

    Assurance Senior Manager

    RSM - Boston

  • Planning Council

    Alexandra Steinberg, CPA

    Staff, Assurance

    EY - Boston

  • Planning Council

    Ryan M. Sturma, CPA

    Audit Partner

    CohnReznick - Boston

  • Planning Council

    John P. Thomas, CPA

    Senior Manager

    Grant Thornton LLP - Boston

Members

  • Charles Abraham, CPA

    Forvis Mazars, LLP - Boston

  • Anthony T. Aniello Jr., CPA

    Tax Principal

    BDO USA, P.C. - Boston

  • Isaac D. Austin

    Tax Accountant

    DesRosiers & Tierney LLC - Boston

  • Olufolarin J. Bamgbowu, CPA, MBA MSEng
  • Stephanie E. Barry, CPA

    Tax

    PwC LLP - Boston

  • Jonathan N. Bartow, CPA

    EY - Boston

  • Andrew E. Bentley, CPA

    PwC LLP - Boston

  • Elyse R. Blum, CPA

    Senior Manager, Tax

    EY - Boston

  • Jacqueline E. Brady, CPA

    Senior Manager

    Deloitte LLP - Boston

  • Matthew Brem, CFA, CPA, CAIA

    Director, Valuation Oversight

    Fidelity Investments - Boston

  • Timothy D. Brosnan, CPA

    Tax Partner

    EY - Boston

  • Anthony E. Capela, CPA

    Tax Partner

    EY - Boston

  • Katelyn Castonguay, CPA

    CBIZ - Boston

  • Michael J. Castonguay, CPA

    Mazars USA LLP - Boston

  • Shirley Cheng, CPA
  • Sid Chowdhury, CPA

    EVP, Finance

    Audax Group - Boston

  • John J. Ciampa, CPA

    Treasurer

    Massachusetts Credit Union Share Insurance Corporation - Westborough

  • Emily L. Clerkin, CPA

    Assurance Partner

    EY - Boston

  • Edward R. Conway III, BS, MSA, CPA

    Managing Director, North America

    Alter Domus - Boston

  • Graeme Cosh, CA, CPA, MST

    Head of Transaction Services

    Liberty Mutual Group Inc - Boston

  • Louis J. Cote, CPA

    Fund Controller

    GID Investment Advisers LLC - Boston

  • Kristen E. Cottreau, CPA

    Treasurer/ Tax Manager

    Peregrine Financial Corporation - Danvers

  • John A. Dafulas, CPA

    IPS Fund Services LLC - Boston

  • Michael J. Deluise, CPA

    Grant Thornton LLP - Boston

  • Mathew F. DeMong, CPA, JD

    Office Managing Partner

    BDO USA, P.C. - Boston

  • Gerry F. Doiron, CPA

    Commercial Assurance Manager

    RSM - Boston

  • James M. Downey, CPA

    Downey & Company LLP - Braintree

  • Tucker Erdody

    Baker Newman Noyes - Boston

  • Ashley Farragher, MSA, MBA, CPA

    Audit Director

    PwC LLP - Boston

  • David Federman, CPA

    Audit Manager

    PwC LLP - Boston

  • Lisa M. Ferraro, CPA

    Director

  • Brian R. Flaherty, CPA

    Controller

    Berkshire Partners - Boston

  • Jeremy L. Foss, CPA

    Executive Director, Assurance

    EY - Boston

  • Michael R. Frasca, CPA

    Deloitte LLP - Boston

  • Adam J. Fraser, CPA

    Wolf & Company, P.C. - Boston

  • Michael R. Gabree Jr., CPA

    Coverys - Boston

  • Michael J. Gentile, CPA

    Senior Manager, Assurance

    EY - Boston

  • Robert T. Goguen, CPA

    Partner Audit Services Group

    KLR - Boston

  • Adam R. Gorlovsky-Schepp, CPA

    Raphael & Raphael LLP - Boston

  • Natalia Greene, CPA

    Assurance Senior Manager

    KPMG LLP - Boston

  • Sean M. Grzeck, CPA

    KPMG LLP - Boston

  • Andrew Ham, CPA

    Audit Associate

    KPMG LLP - Boston

  • Peter G. Hanson, CPA

    Manager

    Wolf & Company, P.C. - Boston

  • Marisa C. Harvey, CPA

    Tax Manager

    Wolf & Company, P.C. - Boston

  • Robert W. Herrmann III, CPA

    Senior Associate

    KPMG LLP - Boston

  • Jacqueline A. Higgins, CPA

    RSM - Boston

  • Julie R. Houle, CPA

    Partner/Managing Director

    RSM - Boston

  • Steve J. Ivanoski Jr, CPA

    Managing Director

    KPMG LLP - Boston

  • James A. Janos, CFA

    Director

    Paradigm Forensics, LLC - Owings Mills

  • Alexander C. Johnson, CPA

    Audit Partner

    EY - Boston

  • Thomas W. Kenison, CPA

    BDO USA, P.C. - Boston

  • Niall Kiely, CPA

    Senior Manager, Assurance

    EY - Boston

  • Jina Kim, CPA

    Tax Partner

  • Evan Knight, CPA

    Assurance

    PwC LLP - Boston

  • Zhamilya Korgasbekova, CPA

    Tax Senior Manager

    KPMG LLP - Boston

  • Aditya S. Kulkarni, CPA, CGMA

    Vice President

  • Lunetta S. Kwan, CPA

    Managing Director

    KPMG LLP - Boston

  • Jeffrey Laboe, EA

    Tax

    MP P.C. - Springfield

  • Steven A. Lange, CPA
  • Edward J. Leary, CPA

    Founder/CEO

    Self Employed - Unspecified

  • Kristin LeBel, CPA

    PwC LLP - Boston

  • Declan E. Lee, CPA

    KPMG LLP - Boston

  • Kelly A. Lee, CPA

    Senior Manager, Assurance

    EY - Boston

  • Jeffrey R. Levin, CPA

    Tax

    KLR - Boston

  • Korey Lord, CPA

    Tax Senior

    Wolf & Company, P.C. - Boston

  • Paul N. Mark, CPA, MBA

    Tax

    Grant Thornton LLP - Boston

  • Nicholas C. Markey, CPA

    Audit Partner

    Weaver - Boston

  • James L. Marks, EA

    Partnership Tax Solutions

    Grant Thornton LLP - Boston

  • Jedidiah Marshall, CPA

    Tax

    KPMG LLP - Boston

  • Carin P. McGrath, CPA

    Assurance Manager

    EY - Boston

  • Shannon Miceli, CPA

    Tax Director

    CohnReznick - Boston

  • Kevin Mongeon, CPA

    Public Accounting Audit Manager

    PwC LLP - Boston

  • Anjali Nair

    Tax Manager

  • John L. Nasrah, CPA

    Head of Tax

    Grantham Mayo Van Otterloo & Co LLC - Boston

  • Laura P. O'Brien, CPA MST

    tax partner

    LGA, LLP - Chestnut Hill

  • VJ J. Occhino, CPA

    PwC LLP - Boston

  • James J. Pignataro, MBA, CPA

    Owner

    Pignataro and Associates - Longmeadow

  • Andrew L. Plourde, CPA

    Partner

    KPMG LLP - Boston

  • Jamie E. Posterro, CPA

    Tax

    KPMG LLP - Boston

  • Andrew R. Prunier, CPA

    KPMG LLP - Boston

  • Aldo Rabih, CPA, CGMA

    RGP - New York

  • Bharath Ramachandran, CPA

    BDO USA, P.C. - Boston

  • Christina L. Rosello, CPA

    CFO

    Millstreet Capital Management - Boston

  • John H. Sanders Jr., CVA

    Manager

    DiSanto Priest & Co - Warwick

  • Donald R. Sandler, CPA

    Aprio - Needham

  • Kenneth D. Segal

    Partner and Head of LGA's Business Ad

    LGA, LLP - Woburn

  • Sarah E. Shaw, CPA

    RSM - Boston

  • Michael J. Silvia, CPA

    Director

    CBIZ - Boston

  • Victoria L. Stahre, CPA

    Accounting Advisory Senior Manager

    CFGI - Boston

  • Mitch Storey, CPA

    Senior Audit Associate

    Grant Thornton LLP - Boston

  • Michael C. Stravin, CPA, MST

    Principal

    Wolf & Company, P.C. - Boston

  • David T. Sweeney, CPA MST

    Manager

    Aprio - Needham

  • Rita A. Taugher, CPA, MST

    Independent Accounting Professional

  • Ryan S. Taylor, CPA

    Partner

    KPMG LLP - Boston

  • Christopher M. Van Voorhies, CPA

    KPMG LLP - Boston

  • Joseph Venditto-Vedovelli, CPA

    Audit Senior Manager

    KPMG LLP - Boston

  • Dominic Viadero, CPA, MSA, MBA

    Senior Manager

    Charles Schwab - Boston

  • Derek White, CPA

    Assurance Senior Manager

    CBIZ - Boston

  • Alexander J. Wucker, CPA

    Finance

    Intercontinental Real Estate Corporation - Boston

  • Felix Yakubovich, CPA

    RSM - Boston

  • Stephen R. Yardumian, CPA

    Partner-in-Charge, Boston

    Withum - Boston

  • Gregory F. Yee

    Fund Admin

    SS&C Inc - Boston

  • Stephanie J. Zappulla, CPA

    Audit

    Grant Thornton LLP - Boston

  • Joe Zhou, CPA

    BDO USA, P.C. - Boston

Questions? Contact Melissa Nystedt at MNystedt@necpas.org