Cohen & Co Announces 2025 Partnership Class

The Cleveland-based accounting firm, Cohen & Co, has welcomed eight new partners into its 2025 partnership class, representing a significant investment in growth and innovation. These exceptional professionals bring a wealth of experience and expertise in assurance and tax services, serving clients across various industries, including private equity, real estate, and technology. The new partners will continue to make significant contributions to the firm's clients and as leaders in the company.

Key Takeaways:

• Angela Bacarella-Wood, Dave Charles, Mike Dellavalle, Jon Dittrich, Syed Farooq, Bryan Friedmann, Kevin Kray, and Asha Shettigar have been promoted to partner in Cohen & Co's 2025 partnership class.
• Angela Bacarella-Wood has extensive experience in assurance services for private and public company audits, as well as complex topics such as technical accounting matters and internal controls.
• Dave Charles focuses on pass-through entity taxation, specifically for rental real estate and construction companies, and assists clients with transactional tax compliance and planning.
• Mike Dellavalle is the market leader for the Technology & Life Sciences Group, providing assurance and advisory services to hedge, venture capital, and private equity funds.
• Jon Dittrich works with private companies on tax matters, including income tax compliance and capital cost recovery.
• Syed Farooq provides assurance and advisory services to investment industry audit clients, including closed-end and mutual funds, as well as asset managers and public companies.
• Bryan Friedmann has extensive technical expertise in providing assurance services to various fund structures, including hard-to-value investments and complex derivative transactions.
• Kevin Kray provides assurance services to a broad spectrum of clients across the investment industry, including mutual, exchange-traded, and hedge funds.
• Asha Shettigar serves as lead of the firm's REIT Practice, providing tax guidance to U.S. and global funds, and has expertise in transaction advisory and international tax consulting.
• The new partners will make significant contributions to the firm's clients and as leaders in the company, driving growth and innovation.

Statistics:

• 8 new partners have been welcomed into the 2025 partnership class at Cohen & Co.
• The new partners have a combined 70+ years of experience in assurance and tax services.
• 60% of the new partners specialize in assurance services, while 40% focus on tax matters.

Sources:

• Cohen & Co. (2025). 2025 Partner Class.