| Name | Title | Contact Details |
|---|---|---|
Scott Ellis |
Senior Vice President Information Systems | Profile |
Andrew Qualls |
VP – Chief Information Security Officer | Profile |
t O’Connor Davies, LLP we believe that listening plus expertise equals understanding. This approach is evident in the diversity and depth of services offered to our clients, and in our commitment to meeting their unique challenges and goals. As a Certified Public Accounting firm, we provide accounting, auditing, tax and management advisory services to domestic and international clients. With roots reaching back to 1891, the Firm has grown significantly from its early beginnings. Accounting Today recently listed O’Connor Davies as a “Pacesetter in Growth” and “Leader in Audit and Accounting.” Our team includes more than 500 professionals led by 84 partners, all of whom remain actively involved through a distinctively hands-on approach to leading and managing clients. We have a strong regional presence, with seven offices located conveniently throughout New York, New Jersey and Connecticut, and are also capable of servicing clients on a national and international scale. The end result is a proven record of achievement in providing high quality service and building lasting client relationships. We have recently expanded our global reach, thanks to a membership in the PKF International network. This membership offers our professionals an increasingly global perspective and allows our clients access to a network of firms providing accounting and business advisory services in 440 locations throughout 125 countries.
Vilas Credit Union is a Eagle River, WI-based company in the Financial Services sector.
B B and T Mortgage Corp is a Knoxville, TN-based company in the Financial Services sector.
Shurwest Financial Group is a Scottsdale, AZ-based company in the Financial Services sector.
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.