Our mission is to empower and enhance the financial and operational foundations of your business through reliable and efficient solutions. As your partners, we manage the complexities of back-office operations, allowing you to focus on growth with clarity and confidence. This shared vision inspires our team to provide exceptional service at every turn.

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Ashley Alfonso

Operations and Growth Initiatives
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Faina Auerbach

CFO and Advisory Services
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Jody Chesnov

Senior Managing Director
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Jennifer Cicci

CFO and Advisory Services
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Jeff Coyle

Managing Director
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Nikith D'Souza

VP of Technology Operations
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Amanda DeSollar

CFO and Advisory Services
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Greg Farrington

Co-Founder
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Rushon Felix

CFO and Advisory Services
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Toni Grant

Tax and Accounting Services
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Charles Grossman

Executive - Client Services
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Mark Grossman

Executive - Client Services
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David Kass

Chief Financial Officer
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Abigail Lott

Director - CFO and Advisory Services
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Victoria Molinari

Business Operations
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Boris Onefater

Co-Founder
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Tyra Quiles

Business Operations
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Robert Roderick

CFO and Advisory Services
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Alnie Sanatar

VP of Finance and Operations
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Darren Schulman

Managing Director
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Tracy Schwartz

Senior Advisor
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Amrit Singh

CFO and Advisory Services
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Jose Tamayo

CFO and Advisory Services
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Vincent Totaro

Tax and Accounting Services
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Anthony Trupia

Tax and Accounting Services
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Yimerka Victorio

Tax and Accounting Services
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Elizabeth Zambrana

CFO and Advisory Services