THE SDDco GROUP IS COMPRISED OF OVER 50 PROFESSIONALS

Our CPAs, FinOps and compliance consultants are experienced, multi-licensed professionals, many with over two decades in the industry. They proficiently support FINRA applications for membership as well as SEC, NFA and CFTC registrations, ongoing accounting, tax, and regulatory compliance, and dedicated CCO, CFO, and FinOp services. These are our partners and principals.

OUR PARTNERS AND PRINCIPALS

Robert A. Fortino, CPA

Managing Partner

Scott D. Daniels, CPA

Chairman and Founder

David R. Portnoff, CPA

Senior Partner

Richard B. Sobel

Senior Partner

Rick Daniels, CPA

Senior Partner

Hale Halasy

President & Compliance Partner

John Cullinane

Compliance Partner

Bryon H. Lyons

Broker-Dealer Partner & CEO

Andrew D. Miller, CPA

Accounting Partner

Janice Parise, CPA

Accounting Partner

Philip Lebovits, CPA

Tax Partner & Director

Casey Muller

Director of Legal & Internal Compliance

Gary Fox

Director,
Business Development

Joyce LePreta

Director,
IA Compliance

Julian Krukowski

Director,
BD Compliance

Michael Chung, CPA

Senior Manager, Accounting

Phyllis Chin, CA

Senior Manager, Accounting

Dmitriy Rutitskiy, CPA

Senior Manager, Accounting

James Doherty

Operations
Director

Mekalia Reid

Associate Director,
BD Compliance

Ross Marlin

Associate Director,
BD Compliance

Sujata Bose

Associate Director,
IA Compliance

Claudia Taylor

Registration
Manager

Michelle Abramowitz

Marketing Manager

Tiffany Riordan, CPA

Manager, Accounting

Pascal Roche

Manager, Accounting

Saule Sundetova

Manager, Accounting

Peter Sinelnikov, CPA

Manager, Accounting

“When you hire SDDco, you benefit from the talent and expertise of the entire firm rather than that of an individual practitioner more limited in scope and resources.”

 

SCOTT DANIELS

Chairman and Founder