PKF OConnor Davies Announces 2022 Partner and Principal Promotions

By Cindi Choi.
Updated Jan 27, 2022

NEW YORK (PRWEB) January 27, 2022 - PKF OConnor Davies, LLP, one of the nations largest accounting and tax firms, and PKF OConnor Davies Advisory announced today that 16 employees have been elevated to key leadership positions within the Firm. Vincent Abbruzzese, Samuel Botta, Anthony Capellupo, Phillip Elefonte, Joseph Farrenkopf, Christopher Johnson, Ronald Martinez, Christopher McPhee, Christopher Migliaccio, Kathleen OToole, Dawn Perri, Erika Peterson, Robert Provost, Brenda Russell, Melissa Szot and Katherine Zech have each been promoted to the role of Partner. This years sizeable cohort of promoted team members reflects a new chapter in the Firms strategic growth plan and underscores its sustained commitment to recognizing and developing top-tier internal talent. Each individual will apply their specialized expertise as the Firm continues to grow its operational footprint and expand into new markets.

These sixteen individuals are exemplary of the best our Firm has to offer, and I congratulate each of them on their well-deserved promotions, said Kevin J. Keane, Executive Chairman at PKF OConnor Davies. Promoting from within remains a foundational pillar of our culture, and I look forward to watching these recognized leaders embrace their expanded roles, enhance the work they accomplish for our clients and elevate our organization to even greater heights.

Vincent Abbruzzese possesses nearly 20 years of experience providing audit and business advisory services to clients in the health care industry. His expertise is in providing auditing and advisory services to large physician multi-specialty practices, as well as to ambulatory service centers, dialysis centers and home health agencies. Abbruzzese also has experience assisting clients with the preparation of Medicare/Medicaid third-party cost reports and providing clients with guidance related to the Provider Relief Fund. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA) Health Care Committee.

Samuel Botta has more than 15 years of experience working with clients in the nonprofit and real estate sectors, including co-operative housing corporations and condominium entities. He is responsible for drafting, preparing and reviewing financial statements, ascertaining compliance with Generally Accepted Accounting Principles (GAAP), preparing management letters and serving as the Firms representative at client board meetings. Botta is the vice chairman of the NYSSCPAs Real Estate Committee and is a speaker on real estate accounting and audit topics. He also is an instructor in the Firms Continuing Professional Education program and authors accounting and auditing articles for the Firms thought leadership series.

Anthony Capellupo is the Firms Chief Financial Officer and possesses more than 30 years of accounting and finance experience across several different industries in both the public and private accounting sectors. A graduate of Fordham University and Pace University, Capellupo is a Certified Public Accountant in the State of New York and remains involved with both The American Institute of Certified Public Accountants (AICPA) and the NYSSCPA.

Phillip Elefonte has over 20 years of experience in accounting, auditing, taxation and planning for partnerships, corporations, consolidated groups and S corporations. His clients range from small, privately held companies to large, complex, multi-state and multi-national organizations in the hospitality, real estate, wholesale, retail, manufacturing and service industries. Elefonte has appeared in various business publications, serves as a mentor to staff, is a frequent speaker at Firm training sessions and is charged with leading software implementation and technology solutions for taxation within the Firm.

Joseph Farrenkopf specializes in audits of employee benefit plans and has assisted in developing the Firms streamlined approach to ensure efficient and effective employee benefit plan audits. He attends and speaks at various training sessions held by the Firm each year and contributes articles to the Firms thought leadership series. Farrenkopf has over 12 years of experience in public accounting and currently serves as the vice chair of the NYSSCPAs Employee Benefit Plan Committee.

Christopher Johnson brings over 15 years of professional tax and consulting experience to his work with the Firms Financial Services group, where he specializes in the taxation of private equity, hedge funds, venture capital and other financial services clients. Johnson provides additional expertise in the areas of structuring and planning compliance for cannabis and real estate businesses, investment entities, qualified opportunity zone funds, partnerships and international clients. He is also experienced in cross-border tax planning, wealth transfer strategies and transaction structuring.

Ronald Martinez is the leader of the Firms hospitality practice, with more than 15 years of experience serving both privately and publicly held companies with domestic and international locations. He works with clients in a variety of industry sectors, including hotels, clubs, restaurants and real estate. In addition, Martinez provides accounting and consulting services to purchasers and sellers with respect to hotel and real estate sales and merger transactions, due diligence, and business combinations and consolidations. He works with overseas affiliates of clients, as well as with other accounting firms on group audits. In addition to serving as the Firms joint venture liaison with PKF Hospitality, Martinez works with member firms of PKF International Limited to service clients in addressing International Financial Reporting Standards (IFRS), International Standards on Auditing (ISA), U.S. Generally Accepted Accounting Principles (US GAAP) and U.S. Generally Accepted Auditing Standards (US GAAS) issues.

Christopher McPhee is the Firms Chief Information Officer. He is responsible for leading the Firms global IT strategy and operations, including infrastructure, services and applications that enable the Firms employees to work anytime, anywhere. McPhee has more than 30 years of experience in technology service management, project management and consulting focused on systems implementation of business solutions. He has been recognized for achievements in IT service management, portfolio and project management, full systems implementation lifecycle and delivery, systems administration, support desk management and networking.

Christopher Migliaccio is an attorney and serves in the Firms international tax practice. He has more than 10 years of experience providing consultation on international tax matters, including cross-border transactions, business restructurings and complex compliance issues for multinational corporations, partnerships, private equity funds and high-net-worth individuals. In addition, Migliaccio regularly leads due diligence and structuring for M&A transactions. He is the Firms Employee Retention Credit (ERC) leader, having assisted clients with receiving millions in credits. As one of the Firms most prolific thought leaders, Migliaccio has also written extensively on a wide range of tax topics and spoken at industry and tax-related conferences.

Kathleen OToole, the Firms Chief Marketing Officer, is a multifaceted marketing and communications professional with extensive experience in driving market share and revenue increases at leading financial and professional services companies. Throughout her career, she has initiated creative marketing, communications and business development programs delivering immediate results. OToole has enjoyed proven success in the areas of B2B and B2C strategy and analysis, product/program development and management, client experience, branding, communications, advertising, client development and retention, promotions, event management, public and media relations, digital marketing and social media, thought leadership and ultra-high-net-worth marketing. The recipient of numerous industry awards, OToole is a graduate of Villanova University and was most recently an advisory board member of the Seton Hall University CX School.

Dawn Perri is the Firms Chief Human Resources Officer, overseeing all of the human resources operations on a daily basis that benefit the Firms 1,400-plus team members. Perri brings more than 25 years of experience to her comprehensive management of the Firms HR activities, which include employee relations, integration of acquisitions, talent management, benefits administration, policy development and implementation, performance management, compliance and risk management, compensation planning and assessment, culture and values development. Perri currently serves as a board member of the White Plains Youth Bureau and is a graduate of Fordham University. She is also the winner of the 2021 Ovation Award for Diversity, Equity & Inclusion from the New Jersey Society of Certified Public Accountants (NJCPA).

Erika Peterson leverages her 20 years of experience in public accounting in her work consulting on all aspects of taxation and tax compliance for low-income housing partnerships and corporations, multi-national corporate groups, and individual clients. She has represented corporate and individual clients before the IRS and several state departments of taxation in respect to examination and appeals. In addition, she has assisted the management of key clients from diverse industries to implement their strategic goals.

Robert Provost has spent the past 15-plus years serving a variety of clients in a range of industry sectors, including government, food, manufacturing and distribution. In addition to being a CPA, he is a licensed Registered Municipal Accountant (RMA) and a Public School Accountant (PSA). Provost currently specializes in public sector entities, including public school districts, municipalities and counties. He regularly performs financial statement audits in accordance with Government Auditing Standards and is proficient in performance audits and federal and state single audits under the Federal Uniform Grant Guidance and NJ Office of Management and Budget (OMB) Circular 15-08.

Brenda Russell has over 25 years of experience in both public and private accounting. Russell specializes in tax planning, compliance and tax strategy development for franchisee, manufacturing, real estate, private clubs and not-for-profit clients. Her clients range from individuals to large corporations, but much of her time is focused on closely held businesses and their owners. She also supports the Firms Center for Private Business Owners in developing customized strategic advisory plans for clients and prospects. Russell serves as a member of both the Rhode Island Society of Certified Public Accountants (RISCPA) Tax and Social Activities Committees, as well as a treasurer for St. Francis Episcopal Church. She is an instructor in the Firms Continuing Professional Education program and presents at its Annual Tax Update. She is also active with the Firms Womens Initiative Network.

Melissa Szot possesses 15 years of experience providing accounting and auditing services to public sector clients, including cities, towns, villages, counties, school districts and local authorities. In addition to her extensive local government knowledge, she also has experience performing financial audits of costs incurred to determine if grantees are in compliance with the Federal Acquisition Regulation (FAR). As a member of the Special Review Committee for the Government Finance Officers Association (GFOA), Szot reviews applications for the Annual Comprehensive Financial Report (ACFR) Award. She is an instructor in the Firms Continuing Professional Education program, teaching courses specific to the Public Sector, and has spoken at the New York State Government Finance Officers Association (NYGFOA). She serves as a member of both the NYSSCPAs Public Schools and Government Accounting & Auditing Committees, as well as the Association of Certified Fraud Examiners (ACFE).

Katherine Zech is involved in accounting, tax and consulting services for closely held businesses, including those in the wholesale, manufacturing, medical and professional services fields. With over 15 years of experience in public accounting, she specializes in business consulting and advisory services, in addition to individual, partnership and corporate tax planning and accounting services for privately held and family-owned businesses. Zech has been honored by a number of industry and civic organizations, including the Gateway Chamber of Commerce, the NJCPA and the Commerce & Industry Association of New Jersey (CIANJ). A past president of the Union County Chapter of the NJCPA and a past chair of its Emerging Leaders Council, she currently serves as a trustee on the NJCPA State Board.

PKF OConnor Davies continues to expand through organic growth and acquisitions on the East Coast. It has supported this growth with a strategic combination of promoting from within coupled with an ongoing focus on top-tier external hires.

About PKF OConnor Davies, LLP

PKF OConnor Davies, LLP is a full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. With roots tracing to 1891, the Firm has 16 offices in New York, New Jersey, Connecticut, Maryland, Massachusetts, Florida and Rhode Island and more than 1,400 professionals providing a complete range of accounting, auditing, tax and management advisory services. PKF OConnor Davies is led by over 135 partners who are closely involved in the day-to-day management of engagements, ensuring a high degree of client service and cost effectiveness.

The Firm is a top-ranked firm, according to Accounting Todays 2021 Top 100 Firms list and was recently recognized as one of Americas Best Tax and Accounting Firms by Forbes. PKF O'Connor Davies was named one of Vault's 2022 Accounting 50, a ranking of the 50 best accounting employers to work for in North America and ranked among the top 50 most prestigious accounting firms in America in a complementary Vault survey.

PKF OConnor Davies is the lead North American representative of the international association of PKF member firms. PKF International is a network of legally independent member firms providing accounting, tax and business advisory services in over 400 locations in 150 countries around the world. With its tradition, experience and focus on the future, PKF OConnor Davies is ready to help clients meet todays ever-changing economic conditions and manage the growing complexities of the regulatory environment. For more information, visit http://www.PKFOD.com.