Related Information:

• Employed with firm since 1991
• Undergrad degree earned in 1986 from West Virginia University
• 15 years experience in this area
• 30+ clients in this area
• 5% of time devoted to clients in this area
• Serves greater than 90% of the firm's clients in this area, having directed hundreds of foundation audits during his career
• Experience includes working with clients with large portfolios of "alternative investments" and complex grantmaking programs
• In addition to audit and accounting services, consults with foundation clients in the areas of internal control, and organizational policy and governance
• Serves several other clients in the nonprofit arena and is an experienced nonprofit board member