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Professionals

Our team of professionals works closely together and with you to address your specific situation, issues, and needs. We go beyond the basics to provide you with comprehensive and timely answers.

Jaime Barrett
Manager

Jaime Barrett is a Manager in the firm’s Individual Tax practice and has been with the firm since 2000. Jaime handles the majority of the accounting for the firm’s family partnerships and is also involved in creating personal financial statements...

Olivia Campaniolo
CPA, CGMA, MBA
Assurance Manager

Olivia Campaniolo is a Manager in the firm’s Assurance Services practice.  She has over 10 years of public accounting experience and now practices in the areas of audits, reviews, fund administration, audit assistance, management company...

Mandy Cheung
CPA
Tax Manager

Mandy Cheung is a Manager in the firm’s Business Tax practice.  Mandy specializes in providing tax compliance and tax preparation services for a broad array of clients including both U.S. and non-U.S. domiciled hedge funds, fund of funds, and...

Phani Doddapaneni
CPA
Assurance Manager

Phani Doddapaneni is a Manager in the firm’s Assurance practice specializing in providing audit and accounting services to those operating in varying capacities within the financial services industry.  Phani has deep experience in conducting...

RoseMarie Franklin
CPA
Tax Manager

RoseMarie Franklin is a Tax Manager in the firm’s Business Tax practice.  She has a rich history in providing tax provision accounting services to corporate clients across a wide array of industries including financial services, manufacturing...

Lori George
Manager

Lori George is a Manager in the firm’s Family Office Services and Business Support Services practices and has been with Untracht Early since 1999. Lori’s areas of expertise include vendor management review, balance sheet review, and the research...

Lesa Grillo
CPA
Tax Manager

Lesa Grillo is a Manager in the firm’s Individual Tax practice.  In her role, she focuses on conducting reviews of trust, gift, and individual tax returns for high net worth individuals.  Additionally, she has specialty knowledge in understanding...

Barbara M. Papetti
CPA
Tax Manager

Barbara M. Papetti is a Tax Manager in the firm’s Individual Tax practice.  Since joining Untracht Early in 2010, Barbara has focused on providing tax planning and tax review services to a broad array of clients ranging from real estate and...

Andrew Reilly
Tax Manager

Andrew Reilly is a Manager in the firm’s Business Tax practice and has been with the firm since 2007. Andrew specializes in financial services partnership tax return preparation and review for investment management companies, trading and...

Luke J. Rendine
CPA
Tax Manager

Luke J. Rendine is a Manager in the firm’s Business Tax practice and has been with the firm since 2006. Luke specializes in providing general and State and Local tax services and compliance to a variety of clients including hedge funds, special...

Sandra Repetti
Manager

Sandra Repetti is a Manager in the Family Office Services and Business Support Services practices for the firm. She is one of the firm’s original employees, having begun her employment in 1993. She works primarily with Registered Investment...

Michelle C. Shapiro
CPA
Tax Manager

Michelle C. Shapiro is a Manager in the firm’s Individual Tax practice.  Specializing in providing tax planning strategies for high net worth individuals, small businesses, and their principals, Michelle brings over 30 years of experience in the...

Jennifer Shenise
CPA, PFS
Individual Tax Manager

Jennifer A. Shenise is a Tax Manager in the firm’s Individual Tax practice.  She has over 12 years of tax compliance and planning experience.

Jennifer provides expertise in planning and compliance for ultra-high net worth and high net...

Stephanie M. Sherman
CPA
Tax Manager

Stephanie M. Sherman is a Tax Manager in the firm’s Individual Tax practice.  Stephanie assists high net worth individuals working within the financial services industry with their individual, fiduciary, and gift tax compliance needs and offers...

Zeshan Siddiqui
CPA
Tax Manager

As a Tax Manager in the firm’s Entity Tax practice, Zeshan Siddiqui offers tax planning and tax compliance services to hedge fund, management company, and fund of funds clients operating in the financial services area.  Zeshan assists these...

Mariana I. Toro
CPA
Manager

Mariana I. Toro is an Accounting Manager at Untracht Early.  With a passion for being highly responsive and a drive to deliver accountable and thorough answers, she focuses on offering accounting, consulting, and business support services to her...

John Van Goor
Assurance Manager

John Van Goor is a Manager in the Assurance practice and has been with the firm since 2004.  He specializes in assurance, fund administration, annual audit assistance (which includes providing support schedules and financial statement preparation...

Jessica A Wolff
CPA
Tax Manager

Jessica A. Wolff has been with Untracht Early since 2005.  As a Tax Manager in the firm’s Individual Tax practice, Jessica assists high net worth clients within the financial services industry, as well as both public and private foundations, with...

Heidi Yamaguchi
CPA, MST
Tax Manager

Heidi Yamaguchi is a Manager in the firm’s Business Tax practice and has been with the firm since 2010. She works with the firm’s corporate clients managing not only Federal tax, but also State and Local tax, as well as sales and use tax issues....

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