EisnerAmper Names New Partners
October 04, 2018
Signals Significant Growth in Financial Services, Privately Held Businesses
EisnerAmper, one of the largest accounting and business advisory firms in the U.S. announced today that it has admitted several new partners—accounting and finance professionals who have years of experience successfully serving clients, the firm and the accounting profession.
“As our firm continues to grow, both domestically and internationally, Katie, Blair, Michael and Lisë possess the essential attributes clients look for and need in a trusted business advisor: diversified business consulting expertise, leading-edge technical proficiency and superb interpersonal skills,” said EisnerAmper CEO Charly Weinstein. “These outstanding individuals are extremely deserving of this distinction and more than ready to take their careers to the next level. The entire EisnerAmper partnership joins me in welcoming them.”
Katie is in the Financial Services Group at the San Francisco, CA, office. She has more than 10 years of experience providing tax compliance and consulting services to hedge funds, private equity funds, funds of funds, broker-dealers, and investment advisors. Katie actively shares her expertise as a mentor and instructor in the accounting field. A member of the American Institute of CPAs, Katie has a B.A. in Accounting from Bethel University and an M.S. in Taxation from Baruch College.
Blair is in the Audit Group at the Iselin, NJ, office. With more than 15 years of public accounting experience, he serves companies—from growth-stage to mature corporations in both the public and private sectors—across the technology, telecommunications, software development, manufacturing, distribution and other sectors. He leads audit engagements, manages client relationships, and consults with clients’ financial personnel, management and owners on various business issues. Blair leads the firm’s Film Production Incentives Practice, providing consulting services to production companies participating in state film incentive programs. He has worked with state officials on drafting the procedures and guidelines published in several states. A member of the American Institute of CPAs, Blair has a B.S. in Accounting from Salisbury University.
Michael is in the Financial Services Group in the Long Island, NY, office. With 20 years of diverse tax and accounting experience, he specializes in tax issues relating to hedge funds and private equity funds. He provides tax planning and compliance services to both start-up and multibillion dollar funds. He advises clients on tax efficient entity structuring, taxation of financial products and investment and trading strategies. A member of the American Institute of CPAs, Michael has a B.S. in Accounting from Penn State University and an M.B.A. in Tax & Finance from New York University.
Lisë is in the Private Business Services Practice at the Iselin, NJ, office and is the Principal-in-Charge of the firm’s Center for Family Business Excellence. She has more than 25 years of experience in organizational development, strategic planning and training, and human performance management. Lisë has a B.A. in Organizational Psychology from Massey University in New Zealand, is a Professional Certified Coach, and holds the Gestalt Institute’s Certification in Professional Coaching. Co-founder and Chair of the Galliard Family Business Advisor’s Institute, Lisë is an NJBIZ “Best 50 Women in Business” and a Leading Women Entrepreneurs “Top 25 Leading Women Intrapreneur.”