Our People

Our CPAs, FinOps and compliance consultants are experienced, multi-licensed professionals, many with over two decades in the industry. They proficiently support FINRA applications and SEC registrations— ongoing accounting, tax, and compliance—and dedicated CCO, CFO, and FinOp services.

Partners & Principals

Scott D. Daniels, CPA
Managing Partner and Founder
sdaniels@sddco.com
212-751-4422 ext 313
The SDDCO Group
Richard B. Sobel
Senior Partner
rsobel@sddco.com
212-751-4422 ext 308
The SDDCO Group
Robert A. Fortino, CPA
Senior Partner
rfortino@sddco.com
212-751-4422 ext 316
The SDDCO Group
David R. Portnoff, CPA
Senior Partner
dportnoff@sddco.com
212-751-4422 ext 307
The SDDCO Group
Philip Lebovits, CPA
Partner, Tax Director
plebovits@sddco.com
212-751-4422 ext 319
S.D. Daniels & Company, PC
Andrew D. Miller, CPA
Partner
amiller@sddco.com
212-751-4422 ext 311
S.D. Daniels & Company, PC
Michael G. Glynn, FCCA
Principal
mglynn@sddco.com
212-751-4422 ext 310
S.D. Daniels & Company, PC
Evan T. Ignall
Partner
eignall@sddco.com
212-751-4422 ext 317
SDDCO Regulatory Services LLC
Hale Halasy
Partner
hhalasy@sddco.com
212-751-4422 ext 318
SDDCO Regulatory Services LLC
S.D. Daniels & Company LLC
Bryon H. Lyons
Partner and CEO
blyons@sddco-ba.com
212-751-4424 ext 305
SDDCO Brokerage Advisors LLC
www.sddco-ba.com

 

Accounting & Tax Professionals

Janice Parise
Senior Accounting Manager
jparise@sddco.com
212-751-4422 ext 244
S.D. Daniels & Co., P.C.
Bogdan Kaminski
Accounting Manager
bkaminski@sddco.com
212-751-4422 ext 296
S.D. Daniels & Co., P.C.
Elizabeth Attanasio
Accounting Manager
eattanasio@sddco.com
212-751-4422 ext 299
S.D. Daniels & Co., P.C.
Michael Chung
Accounting Manager
mchung@sddco.com
212-751-4422 ext 297
S.D. Daniels & Co., P.C.
Dmitriy Rutitskiy
Senior Accountant
drutitskiy@sddco.com
212-751-4422 ext 219
S.D. Daniels & Co., P.C.
Anna Kopec
Senior Accountant
akopec@sddco.com
212-751-4422 ext 218
S.D. Daniels & Co., P.C.
Pascal Roche
Senior Accountant
proche@sddco.com
212-751-4422 ext 216
S.D. Daniels & Co., P.C.
Rick Daniels
Senior Accountant
rdaniels@sddco.com
212-751-4422 ext 214
S.D. Daniels & Co., P.C.
Aaron Chaleff
Senior Accountant
achaleff@sddco.com
212-751-4422 ext 215
S.D. Daniels & Co., P.C.
Michael Reardon
Accountant
mreardon@sddco.com
212-751-4422 ext 241
S.D. Daniels & Co., P.C.
Tiffany Bettex
Accountant
tbettex@sddco.com
212-751-4422 ext 240
S.D. Daniels & Co., P.C.
Jeanette Chan
Accountant
jchan@sddco.com
212-751-4422 ext 237
S.D. Daniels & Co., P.C.
Anthony Catalano
Accountant
acatalano@sddco.com
212-751-4422 ext 238
S.D. Daniels & Co., P.C.
Michael Crane
Accountant
mcrane@sddco.com
212-751-4422 ext 243
S.D. Daniels & Co., P.C.
Roman Brodetskiy
Tax Supervisor
rbrodetskiy@sddco.com
212-751-4422 ext 228
S.D. Daniels & Co., P.C.
Ryan Umali
Tax Senior Accountant
rumali@sddco.com
212-751-4422 ext 227
S.D. Daniels & Co., P.C.
Alan Lash
Futures Specialist
alash@sddco.com
212-751-4422
SDDCO Fund Services LLC

 

Regulatory Compliance

John Cullinane
Associate Director
jcullinane@sddco.com
212-751-4422 ext 243
SDDCO Regulatory Services LLC
Claudia Taylor
Registration Manager
ctaylor@sddco.com
212-751-4422 ext 205
SDDCO Regulatory Services LLC
Louis Mattielli Esq. lmattielli@sddco.com
212-751-4422
SDDCO Regulatory Services LLC
Todd Cipperman Esq. tcipperman@sdcipco.com
212-751-4422
SDDCO Cipperman LLC
Sujata Bose
CAMS, Associate
sbose@sddco.com
212-751-4422 ext 207
SDDCO Regulatory Services LLC
S.D. Daniels & Company LLC
Danielle Monteleone
Associate
dmonteleone@sddco.com
212-751-4422 ext 211
SDDCO Regulatory Services LLC
Nadia Jalil
Associate
njalil@sddco.com
212-751-4422 ext 210
SDDCO Regulatory Services LLC

 

Office Administration

Teri Daniels
Business Development Manager
tdaniels@sddco.com
212-751-4422 ext 288
The SDDCO Group
Laura Kelleman
Office Manager
lkelleman@sddco.com
212-751-4422 ext 314
The SDDCO Group
Carmen Sepulveda
Bookkeeper
csepulveda@sddco.com
212-751-4422 ext 282
The SDDCO Group
Bob Borrmann
Administrative Associate
bborrmann@sddco.com
212-751-4422 ext 280
The SDDCO Group
Stephen Lemus
IT Assistant
slemus@sddco.com
212-751-4422 ext 279
The SDDCO Group

FOCUSED SUPPORT

SDDCO specializes
in one industry.

Our knowhow, our network, past and present, support the financial services.

We hold the right training and licensures to keep you in step and mitigate risk.

Our Credentials

SUCCESSFUL CLIENTS

SDDCO supports
industry leaders.

We oversee back office functions so you can focus on your own clients.

Major banks, private funds, RIAs and B/Ds choose us.  SDDCO supports 140 B/Ds.

Our Clients

TOP TALENT

SDDCO is as good
as its great people.

Our CPAs, FinOps and
consultants are licensed,
experienced professionals.

Partner with us for start-ups and for ongoing accounting, compliance and tax work.

Our People

ONSITE OUTSOURCING

SDDCO performs
services onsite.

Outsourced support with
SDDCO isn’t out of sight.

We work in your space and for your team on a regular basis. Engage the expertise without the fulltime hire.

Our Praises

HIGH STANDARDS

SDDCO observes
AICPA principles.

Our inaugural firm began
when two new CPAs opened
a NYC office back in 1952.

We faithfully maintain the CPA standards: integrity, competency, confidentiality….

Our Group