-

Baker Tilly Admits 34 New Principals

CHICAGO--(BUSINESS WIRE)--Leading advisory, tax and assurance firm Baker Tilly admits 34 new principals effective June 1.

“Our new principals have not only distinguished themselves through performance, but also through their ability to inspire others, adapt to change and create lasting impact,” said Baker Tilly CEO Jeffrey Ferro. “They represent the strength of our firm and the bright future ahead.”

This year’s class comes from across the organization and shares a common dedication to Baker Tilly’s values. As principals, they uphold the firm’s purpose to unleash and amplify talent.

Congratulations to Baker Tilly’s newest principals:

Tanya Bauman, CPA Tax – Real Estate and Healthcare (San Diego, California)
Christopher Bredesen, CPA, MSA Tax – Real Estate and Hospitality (Irvine, California)
Zachary Carr, CPA Assurance – Commercial (Janesville, Wisconsin)
Victor Costigliola, CPA, MS Tax – Real Estate (Uniondale, New York)
James Creech, JD Tax – Tax Advocacy and Controversy (San Francisco, California)
Paul Daddio, CFA, ASA Consulting – Financial Advisory Services (Washington, D.C.)
Michelle Isenhouer Hanlin, MPP, MERL Consulting – Development and Community Advisory (Washington, D.C.)
Rica Herrera, CFE Consulting – Forensic, Litigation and Valuation Services (Seattle, Washington)
Robert Hofacker, CPA, MBT Tax – Manufacturing and Distribution (Appleton, Wisconsin)
Kristen Hughes, CA, CPA Assurance – Financial Services (New York, New York)
Jonathan Jay, CPA Tax – Commercial (Minneapolis, Minnesota)
Michael Johnston, EA, MST Tax (Walnut Creek, California)
Christopher Kalafatis, CPA, CIA, CFE Consulting – Risk Advisory (Richmond, Virginia)
Eric Kegley, CPA Consulting – Transaction Advisory (Frisco, Texas)
Jeremy Kling, CPA, MSA Assurance – Commercial (Chicago, Illinois)
Drew Lewis, CPA, CFE Consulting – Government Contractor Solutions (Washington, D.C.)
Chuck Lukens, CPA Tax – State and Local Tax (Philadelphia, Pennsylvania)
Dylan Luther Consulting – Development and Community Advisory (Austin, Texas)
Emily Mackenzie, CPA Assurance – Real Estate (Washington, D.C.)
Robert O'Brien Consulting – Digital Solutions (Washington, D.C.)
Edward Palmer, CPA Assurance – Healthcare and Not-for-Profit (New York, New York)
Rachel Park, CPA, CFP, MBT Tax (Woodland Hills, California)
Jason Penn, MBA Consulting – Development and Community Advisory (Washington, D.C.)
Theary Phat, CPA, MST Tax (Boston, Massachusetts)
Christopher Phillips, CPA Tax – Commercial (Lehigh Valley, Pennsylvania)
Stella Marie Relampagos, CPA Assurance (San Francisco, California)
Chad Resner, CPA, JD Tax – Real Estate (Chicago, Illinois)
Sean Roundtree, CPA Assurance – Professional Practice Group (Atlanta, Georgia)
Scarlet Sayerwin, CPA Assurance (San Francisco, California)
Steven Siefert, CFA, ASA-BV/IA Consulting – Financial Advisory Services (Milwaukee, Wisconsin)
Caitlin (Siedlecki) Slezak, CPA, MST Tax – Accounting Methods (Chicago, Illinois)
Ryan Smith, CPA, MSA Tax – Transfer Pricing (Grand Rapids, Michigan)
Mark Thomas, CPA Tax (Philadelphia, Pennsylvania)
Khadijeh Vidhani, MST Tax – International (Chicago, Illinois)

About Baker Tilly (bakertilly.com)

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 143 territories, with 43,500 professionals and a combined worldwide revenue of $5.62 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Contacts

Nicole Berkeland
nicole.berkeland@bakertilly.com
612 876 4891

Baker Tilly Media Relations
press@bakertilly.com

Baker Tilly


Release Versions

Contacts

Nicole Berkeland
nicole.berkeland@bakertilly.com
612 876 4891

Baker Tilly Media Relations
press@bakertilly.com

Social Media Profiles
More News From Baker Tilly

Baker Tilly Names Vijay Anand Chief AI and Technology Officer

SAN FRANCISCO--(BUSINESS WIRE)--Baker Tilly, a leading advisory, tax and assurance firm, announced today that Vijay Anand will join the firm as chief AI and technology officer, effective Aug. 31. Anand will report to CEO Eric Miles and serve on Baker Tilly’s Senior Leadership Team.In the newly created role, Anand will lead Baker Tilly’s AI roadmap, innovation agenda and related technology capabilities, with a focus on turning AI opportunities into products and capabilities that deliver measurabl...

Baker Tilly Names Tom Broderick Chief Growth Officer

NEW YORK--(BUSINESS WIRE)--Leading advisory, tax and assurance firm Baker Tilly today announces that Tom Broderick will become chief growth officer effective Oct. 1. He will report to Fred Massanova, North American managing principal and chief operating officer, and serve on the firm’s Senior Leadership Team. Broderick succeeds Rebecca Pomering, who will retire from Baker Tilly at the end of 2026 after nearly three decades with the firm. Pomering will work with Broderick, Massanova and the lead...

Baker Tilly and Ode with Anthropic Launch Initiative to Advance AI-Enabled Client Service

SAN FRANCISCO--(BUSINESS WIRE)--Today, Baker Tilly and Ode with Anthropic (Ode) announced an initiative to accelerate Baker Tilly’s AI capabilities across its advisory, tax and assurance businesses. As part of this effort, Ode will work with Baker Tilly to design and implement AI-powered systems that support employees in the delivery of world-class client services. In the world of tax, advisory and audit workflows, professional judgment is essential for the mission-critical business operations...
Back to Newsroom