Cohen & Co Announces 2025 Partnership Class

Strategic Insights -

The 2025 partnership class at Cohen & Co includes a diverse group of eight professionals from various locations, including Cleveland, OH, Detroit, MI, New York, NY, and Chicago, IL. The new partners were recognized for their exceptional skills and contributions to the firm, with CEO Chris Bellamy stating, "We are proud to recognize this exceptional group of professionals, all of whom are shining examples of the great people our firm is fortunate to have." The partnership class includes experts in assurance, tax, and advisory services, serving a range of clients from privately held companies to public and private funds.

Key Takeaways:

  • The 2025 partnership class at Cohen & Co includes Angela Bacarella-Wood, Dave Charles, Mike Dellavalle, Jon Dittrich, Syed Farooq, Bryan Friedmann, Kevin Kray, and Asha Shettigar.
  • The new partners bring diverse expertise in assurance, tax, and advisory services, with a focus on clients from the private equity sector, real estate, and the investment industry.
  • Angela Bacarella-Wood advises clients on complex topics such as technical accounting matters and internal controls, while Mike Dellavalle leads the Technology & Life Sciences Group and focuses on clients in the alternative and digital asset spaces.
  • Jon Dittrich works with private companies on tax matters, including income tax compliance and capital cost recovery, while Syed Farooq provides assurance and advisory services to investment industry audit clients.
  • Bryan Friedmann has extensive technical expertise in providing assurance services to various fund structures, including closed-end and mutual funds.
  • Kevin Kray provides assurance services to a broad spectrum of clients across the investment industry, including mutual and exchange-traded funds.
  • Asha Shettigar serves as lead of the firm's REIT Practice, providing tax guidance to U.S. public and private Real Estate Investment Trusts, asset managers, and real estate companies.
  • About Cohen & Co Named one of America's Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Co offers assurance, tax, and advisory services to clients throughout the U.S. and worldwide.

Statistics:

  • The new partnership class includes 8 professionals.
  • Cohen & Co has over 800 dedicated professionals across the U.S.
  • The firm serves a broad range of clients, from privately held companies to public and private funds, and Fortune 1000 multinational enterprises.
  • Cohen & Co operates in 14 offices across the U.S., including locations in Colorado, Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania, and Wisconsin.
  • The firm also has a presence in the Cayman Islands through an affiliated entity.

Sources:

  • Cohen & Co
  • USA TODAY
  • INSIDE Public Accounting