Oversee the audit practice for the New England and Upstate New York region for Financial Services, Consumer and Industrial Markets and the Public Sector. I will continue to serve as Lead Audit Partner on certain registered investment management companies in Boston and New York.

Partner-in-Charge – Audit, New England and Upstate New York Business Unit, KPMG LLP July 2013 – PresentPartner in charge of audit for KPMG’s New England and Upstate New York business unit, responsible for overseeing delivery and resourcing of audit and attestation services across eight offices in Massachusetts, Rhode Island, Vermont, northern Connecticut, and Upstate New York, encompassing 460 audit partners and professionals. Serves as lead audit partner for large asset management organizations in Boston and New York. Provides regulatory updates and insights into current developments and implications to investment company and advisory firms nationwide including: fair valuation processes and procedures and regulatory developments. Serves as an SEC reviewing partner (KPMG's designation for its top technical partners) and develops the semi-annual Mutual Funds sessions for KPMG’s Audit Committee Institute. Frequent speaker at conferences sponsored by the Investment Company Institute (ICI), Fund Forum, Independent Directors Counsel (IDC), Mutual Fund Directors Forum (MFDF), and other organizations.

As financial services industry leader, oversaw the alternative, banking, insurance and mutual funds practices in Boston for several years. As Mutual Fund segment leader for the US, directed national efforts for market expansion and other strategic initiatives. Served as lead audit partner for leading mutual fund organizations.

Partner at Andersen's Boston Office - Investment management practice.