Baker Tilly US, LLP

Already a Juggernaut of RIA M&A and Top-Tier Advisor Recruiting, Procyon Partners Increases Momentum by Adding Senior Financial Advisors Jerry Sneed and Frank McKiernan, Who Previously Managed $600 Million in Client Assets

Retrieved on: 
Tuesday, June 27, 2023
Professional Services, Technology, Other Technology, Software, Finance, Asset Management, Banking, Morgan Stanley, Private banking, LLP, Business development, Partnership, CFA, High-net-worth individual, Senior, Marketing, Partner, RIA, Baker Tilly International, Curriculum, Business, Risk management, Research, Credit Suisse, Baker Tilly US, LLP, II, Procyon, Trust, OTC, Pivotal, Knowledge, Growth, CIO, Merrill (company), Registered investment adviser, CAIA, Management, Financial adviser, Financial services

Procyon Partners announced today that senior advisors Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, have joined the firm, each as Senior Vice President, Senior Private Wealth Advisor.

Key Points: 
  • Procyon Partners announced today that senior advisors Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, have joined the firm, each as Senior Vice President, Senior Private Wealth Advisor.
  • Together, they previously managed over $600 million in assets for high-net-worth individuals and families at Baker Tilly Wealth Management.
  • Procyon Partners is headquartered in Connecticut with offices in New York City, Long Island, Maryland, Tennessee, West Palm Beach, and Virginia Beach.
  • Prior to joining Procyon Partners, Frank was a Principal at Baker Tilly US, LLP and Co-Head of Baker Tilly Wealth Management, a Registered Independent Advisor (RIA).

Xtant Medical Appoints Scott Neils as Chief Financial Officer

Retrieved on: 
Monday, May 2, 2022
COVID-19, U.S. Securities and Exchange Commission, Name, Forward-looking statement, Private Securities Litigation Reform Act, University, Baker Tilly US, LLP, GLOBE, Grant Thornton LLP, Company, NYSE, Â, Security (finance), Risk, Audit, Person, Carlson School of Management, Certified Public Accountant, Government, Grant Thornton International, LLP, Deformity, Spine, SEC, Scoliosis and Spinal Disorders, Spinal fusion, Science, Accounting

BELGRADE, Mont., May 02, 2022 (GLOBE NEWSWIRE) -- Xtant Medical Holdings, Inc. (NYSE American: XTNT), a global medical technology company focused on surgical solutions for the treatment of spinal disorders, today announced the appointment of Scott Neils as Chief Financial Officer, effective June 1, 2022.

Key Points: 
  • BELGRADE, Mont., May 02, 2022 (GLOBE NEWSWIRE) -- Xtant Medical Holdings, Inc. (NYSE American: XTNT), a global medical technology company focused on surgical solutions for the treatment of spinal disorders, today announced the appointment of Scott Neils as Chief Financial Officer, effective June 1, 2022.
  • Scotts success and experience during his tenure at Xtant, including his recent position as interim Chief Financial Officer, makes him an invaluable member of our team, said Sean Browne, President and Chief Executive Officer of Xtant Medical.
  • Mr. Neils has more than 15 years of experience focused on public accounting and corporate finance, and has served as interim Chief Financial Officer since January 3, 2022.
  • Prior to joining Xtant Medical, Mr. Neils served as Audit Senior Manager at Baker Tilly US, LLP (formerly Baker Tilly Virchow Krause, LLP), an advisory, tax and assurance firm, from November 2015 to August 2019.

Xtant Medical Appoints Scott Neils Interim Chief Financial Officer

Retrieved on: 
Monday, January 3, 2022
Spinal fusion, Audit, Carlson School of Management, Name, Baker Tilly US, LLP, Grant Thornton LLP, GLOBE, Â, University, Company, Leadership, LLP, NYSE, Scoliosis and Spinal Disorders, Grant Thornton International, Spine, Interim, Certified Public Accountant, Deformity, Management, Science, Accounting, Finance

BELGRADE, Mont., Jan. 03, 2022 (GLOBE NEWSWIRE) -- Xtant Medical Holdings, Inc. (NYSE American: XTNT), a global medical technology company focused on surgical solutions for the treatment of spinal disorders, today announced the appointment of Scott Neils as Interim Chief Financial Officer succeeding Greg Jensen, the Companys current Vice President, Finance and Chief Financial Officer, effective January 3, 2022.

Key Points: 
  • BELGRADE, Mont., Jan. 03, 2022 (GLOBE NEWSWIRE) -- Xtant Medical Holdings, Inc. (NYSE American: XTNT), a global medical technology company focused on surgical solutions for the treatment of spinal disorders, today announced the appointment of Scott Neils as Interim Chief Financial Officer succeeding Greg Jensen, the Companys current Vice President, Finance and Chief Financial Officer, effective January 3, 2022.
  • His demonstrated ability to oversee the Companys finance and accounting operations in his current role as the Companys Controller and his depth of experience in accounting will continue to be a great benefit to Xtant Medical, said Sean Browne, President and Chief Executive Officer of Xtant Medical.
  • Prior to joining Xtant Medical, Mr. Neils served as Audit Senior Manager at Baker Tilly US, LLP (formerly Baker Tilly Virchow Krause, LLP), an advisory, tax and assurance firm, from November 2015 to August 2019.
  • The symbols and denote trademarks and registered trademarks of Xtant Medical Holdings, Inc. or its affiliates, registered as indicated in the United States, and in other countries.

Michael Patti to Lead Baker Tilly’s Healthcare Practice

Retrieved on: 
Monday, June 7, 2021
Consulting, Accounting, Professional services, Service companies, Consulting, Baker Tilly, Baker Tilly US, LLP, Baker Tilly International, Transform

Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Principal Michael Patti to lead the firms healthcare practice which brings together management and technology consulting and financial sustainability for organizations across the health plan, provider and life sciences spectrum.

Key Points: 
  • Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Principal Michael Patti to lead the firms healthcare practice which brings together management and technology consulting and financial sustainability for organizations across the health plan, provider and life sciences spectrum.
  • In his new role, Patti will be responsible for strategy and operations of Baker Tillys healthcare practice which serves healthcare organizations, from life sciences startups to international insurance corporations.
  • Most recently, Patti led the firms healthcare consulting group focused on transformational initiatives in healthcare insurance companies.
  • Learn more about Baker Tillys healthcare practice: bakertilly.com/industries/healthcare-and-life-sciences .

Baker Tilly Admits 24 New Partners

Retrieved on: 
Wednesday, June 2, 2021
Finance, Consulting, Banking, Accounting, Professional services, Service companies, Baker Tilly, Baker Tilly US, LLP, Baker Tilly International, Consulting

Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) admits 24 new partners specializing in a variety of industries and services across the firm, effective June 1.

Key Points: 
  • Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) admits 24 new partners specializing in a variety of industries and services across the firm, effective June 1.
  • Our new partners embody our values of collaboration, integrity, passion, stewardship and belonging attributes as important as their deep knowledge and leadership skills, Baker Tilly CEO Alan Whitman said.
  • We are proud of each new partner on this tremendous achievement and the value they will bring to our clients as we build the advisory CPA firm of the future, today.
  • Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Baker Tilly’s Thomas Bennett to Lead Two California Markets

Retrieved on: 
Tuesday, May 25, 2021
Consulting, Accounting, Professional services, Service companies, Baker Tilly, Baker Tilly US, LLP, Baker Tilly International, Consulting

Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Thomas Bennett as managing partner for the firms Orange County and San Diego markets, effective June 1.

Key Points: 
  • Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Thomas Bennett as managing partner for the firms Orange County and San Diego markets, effective June 1.
  • In his new role, Bennett will have responsibility for providing leadership, management and strategic direction for the firms San Diego and Orange County markets, including client service delivery, business development, talent recruitment, and retention and profitability.
  • Having spent my entire career in Southern California, Im honored to lead our professionals in these markets as we help our clients navigate todays challenges and prepare for whats next, Bennett said.
  • In 2020, Bennett joined Baker Tilly when the firm combined with California-based accounting and advisory firm Squar Milner, LLP.

Baker Tilly Promotes Six New Managing Partners

Retrieved on: 
Thursday, May 20, 2021
Consulting, Accounting, Professional services, Service companies, Baker Tilly, Service industries, Baker Tilly US, LLP, Baker Tilly International, Consulting, Certified Public Accountant

b'Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) promotes six practice leaders to managing partner effective June 1.\nThese promotions represent Baker Tilly\xe2\x80\x99s growth in scale and extensive capabilities.\nBaker Tilly\xe2\x80\x99s newest managing partners are:\nHeather Acker, CPA - Risk Advisory, encompassing the full spectrum of risk, governance and compliance considerations in areas such as internal audit, cybersecurity, enterprise risk management, regulatory compliance and management of strategic, technological, financial, and operational risks.\nAnn E. Blakely - Baker Tilly Digital, helping organizations modernize legacy technology and business operations with digital solutions that are easy to understand and deliver efficiencies and help them to grow and compete in the market.\nWilliam Bressette, CPCM, CFCM, CCCM - Government Contractor Solutions, helping clients address complex regulatory compliance, audit, information systems and other government oversight burdens.\nCary Mailandt - Business Advisory Services, helping operating companies and private equity firms with their transaction advisory, CFO advisory, strategy consulting, valuation and fund administration needs.\nMatthew R. Morris, CFA, CLP - Global Forensics and Litigation Services, delivering accurate and reliable financial analysis for companies in critical situations, including the recently introduced Quantum , a new digital claims calculation platform for the commercial insurance market.\nLynette Stolarzyk, JD, LLM - Specialty Tax, including international tax, tax advocacy and controversy services, mergers and acquisitions tax, research and development credits, cost segregation and state and local tax.\nBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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\xe2\x80\x99s leading financial centers \xe2\x80\x93 New York, London, San Francisco, Los Angeles and Chicago.

Key Points: 
  • b'Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) promotes six practice leaders to managing partner effective June 1.\nThese promotions represent Baker Tilly\xe2\x80\x99s growth in scale and extensive capabilities.\nBaker Tilly\xe2\x80\x99s newest managing partners are:\nHeather Acker, CPA - Risk Advisory, encompassing the full spectrum of risk, governance and compliance considerations in areas such as internal audit, cybersecurity, enterprise risk management, regulatory compliance and management of strategic, technological, financial, and operational risks.\nAnn E. Blakely - Baker Tilly Digital, helping organizations modernize legacy technology and business operations with digital solutions that are easy to understand and deliver efficiencies and help them to grow and compete in the market.\nWilliam Bressette, CPCM, CFCM, CCCM - Government Contractor Solutions, helping clients address complex regulatory compliance, audit, information systems and other government oversight burdens.\nCary Mailandt - Business Advisory Services, helping operating companies and private equity firms with their transaction advisory, CFO advisory, strategy consulting, valuation and fund administration needs.\nMatthew R. Morris, CFA, CLP - Global Forensics and Litigation Services, delivering accurate and reliable financial analysis for companies in critical situations, including the recently introduced Quantum , a new digital claims calculation platform for the commercial insurance market.\nLynette Stolarzyk, JD, LLM - Specialty Tax, including international tax, tax advocacy and controversy services, mergers and acquisitions tax, research and development credits, cost segregation and state and local tax.\nBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA 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\xe2\x80\x99s leading financial centers \xe2\x80\x93 New York, London, San Francisco, Los Angeles and Chicago.
  • Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.
  • Visit bakertilly.com or join the conversation on LinkedIn , Facebook and Twitter .\nView source version on businesswire.com: https://www.businesswire.com/news/home/20210520005214/en/\n'

Baker Tilly Names Shanté George Chief of Staff

Retrieved on: 
Tuesday, May 11, 2021
Consulting, Accounting, Professional services, Finance, Service companies, Baker Tilly, Baker Tilly US, LLP, Baker Tilly International, Consulting

b'Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Principal Shant\xc3\xa9 George as chief of staff to help drive the firm\xe2\x80\x99s strategic direction and enterprise initiatives as well as support executive leadership and operations.

Key Points: 
  • b'Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Principal Shant\xc3\xa9 George as chief of staff to help drive the firm\xe2\x80\x99s strategic direction and enterprise initiatives as well as support executive leadership and operations.
  • We\xe2\x80\x99re focused on helping our clients prepare for what\xe2\x80\x99s next by building the advisory CPA firm of the future, today,\xe2\x80\x9d said Baker Tilly CEO Alan Whitman.
  • \xe2\x80\x9cI\xe2\x80\x99m honored to have the opportunity to help execute Baker Tilly\xe2\x80\x99s strategy to benefit our clients and our team members.\xe2\x80\x9d\nAs Baker Tilly\xe2\x80\x99s chief of staff, George will serve as an advisor to the CEO, influencing Baker Tilly\xe2\x80\x99s strategic initiatives and key business decisions.
  • Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Baker Tilly Helps Solve The Fair Market Value Quandary With New Online Tool

Retrieved on: 
Thursday, April 29, 2021
Professional services, Security, Technology, Software, Finance, Consulting, Accounting, Health, Service companies, Baker Tilly, Baker Tilly US, LLP, Baker Tilly International, Pharmaceutical industry, Health system

b'Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) launches fmvNOW, a self-service, online fair market value rate tool to help life sciences companies quickly analyze compensation rates paid to healthcare professionals.\n\xe2\x80\x9cMedical device, pharmaceutical and biotechnology companies continue to face increased risk both in the U.S. and abroad associated with anti-kickback and anti-bribery regulations, as well as within the global supply chain,\xe2\x80\x9d said Mark Scallon , Baker Tilly life sciences consulting principal.

Key Points: 
  • b'Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) launches fmvNOW, a self-service, online fair market value rate tool to help life sciences companies quickly analyze compensation rates paid to healthcare professionals.\n\xe2\x80\x9cMedical device, pharmaceutical and biotechnology companies continue to face increased risk both in the U.S. and abroad associated with anti-kickback and anti-bribery regulations, as well as within the global supply chain,\xe2\x80\x9d said Mark Scallon , Baker Tilly life sciences consulting principal.
  • \xe2\x80\x9cAmong these regulations are requirements for companies to pay external healthcare professionals and other constituents in the global healthcare system fees deemed to be the fair market value for their services.
  • However, determining these rates is not always easy.\xe2\x80\x9d\nBaker Tilly\xe2\x80\x99s fmvNOW tool provides life sciences companies access to global fair market value rates across the broad spectrum of healthcare specialties and key opinion leader tiers, and serves as the delivery mechanism for the output of the overall healthcare provider fair market value rate analysis.
  • Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Baker Tilly Achieves Cybersecurity Maturity Model Certification Third-Party Assessor Accreditation

Retrieved on: 
Tuesday, April 27, 2021
Professional services, Defense, Security, Technology, Consulting, Accounting, Contracts, Service companies, Baker Tilly, Baker Tilly US, LLP, Baker Tilly International, Consulting, Maturity model, CMMC, Tilly

b"Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) announces its subsidiary Baker Tilly Data Systems\xe2\x80\x99 selection as a Cybersecurity Maturity Model Certification (CMMC) Third-Party Assessor Organization (C3PAO) by the CMMC Accreditation Body.

Key Points: 
  • b"Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) announces its subsidiary Baker Tilly Data Systems\xe2\x80\x99 selection as a Cybersecurity Maturity Model Certification (CMMC) Third-Party Assessor Organization (C3PAO) by the CMMC Accreditation Body.
  • Further, Baker Tilly has two additional individuals undergoing training to become provisional assessors.\nFor more information on Baker Tilly\xe2\x80\x99s CMMC-related services, visit bakertilly.com/CMMC .\nAll CMMC services are performed by Baker Tilly Data Systems, a wholly owned subsidiary of Baker Tilly US, LLP.
  • Baker Tilly Data Systems is a certified CMMC Third-Party Assessor Organization.\nBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow.
  • Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals.