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UHY Advisors, Inc. (“UHY Advisors”), one of the nation’s leading professional services firms, announced the appointment of twelve new managing directors: Amy Bloom, Jeremy Falendysz, John Gallo, Gina James, Brian Kearns, Jenna Lamb, Crystal Li, Jeanine Marino, Matt Munn, Scott Norris Jeff Solis, and Loni Winkler.
“We are proud to promote this group of proven leaders to managing directors at UHY”, said Steve McCarty, CEO of UHY Advisors. “These managing directors will help drive our strategic plan as well as nurture the next generation of leadership. We have grown at an awesome pace and this group will continue to make UHY the best firm for the dynamic middle market.”
Amy Bloom is a managing director of UHY Advisors in the Northeast. She is leader of the tax practice, and has extensive experience providing tax planning and compliance services for business entities. She also advises on state nexus, foreign structuring in the U.S., and tax due diligence for mergers and acquisitions.
Jeremy Falendysz is a managing director of UHY Corporate Finance. With over 18 years of Wall Street and investment banking experience at some of the largest financial institutions in the world, he has completed more than 80 transactions with a total enterprise value of over $65 billion. He specializes in sell-side and buy-side M&A transactions for private/public enterprises and private equity funds, capital raises, general M&A advisory and pre-sale preparation processes, among other investment banking services. Jeremy is often called upon to speak at industry events and has been recognized multiple times for his work in the M&A space. His leadership has been helpful during the growth of UHY Corporate Finance from a handful of employees to over 20 in the last several years.
John Gallo is a managing director of UHY Advisors in the Great Lakes. He is a member of the tax practice with over 20 years of tax planning and compliance experience. He specializes in Internal Revenue Code Section 460 guidance and various construction revenue recognition methods and develops internal programs and training for construction accounting and taxation matters. Gallo leads the national construction practice, and for the first time this year, the firm was ranked in the top 25 of the “Largest Construction Accounting Firms” by Construction Executive Magazine.
Gina James is a managing director of UHY Advisors in the Midwest. After merging in her own practice (EHC Certified Public Accountants, LLC), she leads the client accounting advisory services practice in her locale. James has earned her Chartered Global Management Accountant (CGMA) designation as an expert strategist connecting all aspects of business accounting to enhance the effectiveness and efficiency of overall operations. She also has experience in tax planning and tax preparation.
Brian Kearns is a managing director of UHY Advisors in the Northeast. As a leader of the national not-for-profit and government practices, he manages significant audit engagements in both spaces and serves as a trusted resource across the practice. He is also well-versed in performing Single Audits under the Uniform Guidance.
Jenna Lamb is a managing director of UHY Advisors in the Great Lakes. She specializes in working with middle market companies providing a wide range of services that include attestation, business and strategic planning, financial reporting, and other related services. In addition to her involvement in the national manufacturing practice, she assisted in the establishment of the Great Lakes chapter of the Women Invested in Success and Excellence group (WISE).
Crystal Li is a managing director of UHY Advisors and the leader of the California office. As a leader in the China Group, she has an in-depth understanding of the differences in business operations between China and the U.S. and a strong ability to resolve complex technical accounting issues with a practical approach that balances business operations and compliance requirements. Li has been instrumental in the growth of the SPAC support services practice that has emerged in recent years and is responsible for the growth of the California office from a team of one to nearly 20 employees.
Jeanine Marino is a managing director of UHY Advisors in the Northeast. She has over 12 years of experience with the firm, starting as an intern and rising through the ranks to where she is today. Her experience includes performing audits, reviews, compilations, and transaction services for many industries with a concentration in both buy-side and sell-side due diligence. She serves as a resource throughout the transaction process and continues to service her clients post-close. Earlier this year, Jeanine was recognized as one of the “Top 50 Women in Business” by Long Island Business News and named a “2021 Emerging Leader” by The M&A Advisor.
Matt Munn is a managing director of UHY Advisors in the Great Lakes. He is a leader of the retirement plan and employee benefits services group specializing in designing and establishing retirement plans that maximize tax-deferred growth and accumulate wealth. Munn also has extensive experience with multi-state taxation issues, retirement plan compliance, IRS audit resolution and buy-side and sell-side advisory services. He is often called upon to contribute thought leadership in the PEO industry and is a member of multiple professional organizations in the PEO space.
Scott Norris is a managing director of UHY Advisors in the Northeast. He has extensive experience in both advisory and audit and assurance capacities. He provides advisory services focusing on technical accounting and financial reporting related to IPOs, SPAC transactions, SEC filings, business combinations, and other complex transactions. Norris also has performed audits of multinational companies as well as private equity backed entities in accordance with PCAOB and AICPA standards, SEC rules and regulations, US GAAP, and GAGAS. He is frequently quoted in industry publications and is a former Long Island Business News “40 Under 40” Winner.
Jeff Solis is a managing director of UHY Advisors in the Great Lakes. He is a member of the audit and assurance practice and leader of the national professional employer organization (PEO) practice. He specializes in performing financial statement audits and advising his middle-market clients on tax, transaction, and operational strategy. Solis is often called upon for thought leadership in the PEO space and is heavily involved in the National Association of Professional Employer Organizations.
Loni Winkler is a managing director of UHY Advisors in the Great Lakes. She is a member of the tax practice managing a group of professionals in areas of individual, corporate, and state and local taxation. Her 15 years of experience includes working closely with business owners and high net worth individuals implementing innovative strategies to minimize risk, maximize profits, preserve wealth and reduce taxes. Winkler was recently recognized in the “Women to Watch” by MICPA and is former “Notable Woman in Finance” by Crain’s Detroit Business.