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Regulated Investment Companies

MassCPAs' Regulated Investment Companies Committee meets quarterly to provide a forum for members to discuss current industry, accounting, tax and regulatory issues relevant to investment management companies; to provide opportunities for industry networking and to provide timely training on topical issues of interest to members.

The Regulated Investment Companies Committee is co-chaired by Timothy Fayed, MSA/MBA, CPA, of Deloitte LLP, and Daniel Ferry, CPA, of KPMG LLP. If you have questions regarding the committee, please contact the Committee Liaison, Melissa Nystedt. 

Join the Committee

By clicking the link above you will be redirected to the HUB online community where you can request to join the committee.

Join the Discussion

By clicking the link above you will be redirected to the HUB online community where you can view existing discussion topics, and post new discussions to the committee's thread. 

view all upcoming committee meetings

Leadership

  • Chairperson

    Timothy J. Fayed, MSA/MBA, CPA

    Audit & Assurance Senior Manager

    Deloitte LLP - Boston

  • Chairperson

    Daniel J. Ferry, CPA

    Tax Senior Manager

    KPMG LLP - Boston

  • Staff Liaison

    Melissa Nystedt

    Massachusetts Society of CPAs - Boston

Members

  • Charles Abraham, CPA

    Forvis Mazars, LLP - Chestnut Hill

  • Peter M. Adams, CPA

    Senior Manager, Assurance

    EY - Boston

  • Elizabeth C. Bayston, CPA

    Director of Accounting Policy

    MFS Investment Management - Boston

  • Jeffrey C. Belaief, CPA, MSA

    Senior Manager, Assurance

    EY - Boston

  • Matthew J. Block, CPA

    Natixis Global Asset Management - Boston

  • Gregory S. Boccio, CPA

    Audit and Assurance Managing Director

    Deloitte LLP - Boston

  • Jacqueline E. Brady, CPA

    Senior Manager

    Deloitte LLP - Boston

  • Declan Byrne, CPA

    Partner

    PwC LLP - Boston

  • Franklin Caraballo, CPA

    Managing Director

    Caraballo CPA, Inc. - Andover

  • Katelyn Castonguay, CPA

    CBIZ - Boston

  • Michael J. Castonguay, CPA

    Mazars USA LLP - Boston

  • Lei Chen, CPA

    Head of Internal Audit

    Geode Capital Management - Boston

  • Emily L. Clerkin, CPA

    Associate Partner

    EY - Boston

  • Clare G. Cole, CPA, CFP

    Financial Planning and Family Office

    Clare Cole CPA - Westport

  • Kevin J. Collins, CPA

    Tax Partner

    KPMG LLP - Boston

  • Louis J. Cote, CPA

    Assistant Fund Controller, AVP

    GID Investment Advisers LLC - Boston

  • Kristen E. Cottreau, CPA

    Tax Senior Manager

    Peregrine - Boston

  • Alexis Cunningham, CPA

    Partner

    PwC LLP - Boston

  • James M. Downey, CPA

    Downey & Company LLP - Braintree

  • Julia W. Ekelund

    Massachusetts Society of CPAs - Boston

  • David Federman, CPA

    PwC LLP - Boston

  • Peter F. Finnerty, CPA

    PwC LLP - Boston

  • Jill E. Foley

    Massachusetts Society of CPAs - Boston

  • Marc J. Gallagher, CPA, MST

    Tax Managing Director

    Cohen & Company, Ltd Cohen Fund Audit Services - New York

  • John J. Geiger, CPA

    Senior Manager, Tax

    EY - Boston

  • Pujaben P. Ghiya

    Business Analyst

    Wolf & Company, P.C. - Boston

  • Erika C. Giacchetto, CPA

    Senior Manager, Assurance

    EY - Boston

  • Helen T. Hedberg, CPA

    Director of RIC Financial Reporting

    Eaton Vance Management - Boston

  • Jacqueline A. Higgins, CPA

    RSM - Boston

  • Robert A. Howard, CPA

    Audit Partner

    Deloitte LLP - Boston

  • Stephen J. Ivanoski Jr, CPA

    Senior Manager Audit

    KPMG LLP - Boston

  • Adnani M. Johari, CPA, CGMA

    Director - Fund Administration

    Brighthouse Financial - Boston

  • Mamudou Kanuteh, CPA

    Controller

    Acadian Asset Management Inc - Boston

  • Thomas M. Kent, CPA
  • Lunetta S. Kwan, CPA

    Managing Director

    KPMG LLP - Boston

  • Gunjan Lalaji, CPA

    Controller

    Templum, Inc. - New York

  • Laura S. Lynch, CPA

    Assurance Director- Asset Management

    PwC LLP - Boston

  • Scott A. Mackey, CPA

    RSM - Boston

  • Paul N. Mark, CPA

    Managing Tax

    Grant Thornton LLP - Boston

  • James L. Marks, EA

    Managing Director

    Grant Thornton LLP - Boston

  • Kim M. Martell, CPA

    Financial Planner

    Commonwealth Financial Group - Boston

  • Andrew R. Mathison, CPA

    Deloitte LLP - Boston

  • Philip J. McGuire, CPA

    PwC LLP - Boston

  • Kathryn McNaughton, CPA

    Audit Director

    PwC LLP - Boston

  • Kevin Mongeon, CPA

    PwC LLP - Boston

  • Ashley S. Munson, CPA

    Senior Manager, Assurance

    EY - Boston

  • John L. Nasrah, CPA

    Head of Tax

    Grantham Mayo Van Otterloo & Co LLC - Boston

  • Joseph R. Palombo, CPA

    Tax

  • Matthew K. Rancourt, CPA

    Audit Partner

    EY - Boston

  • Michael D. Refkofsky, CPA

    Director of Fund Tax

    MFS Investment Management - Boston

  • Xiangfei Ren, CPA

    Senior Manager, Assurance

    EY - Boston

  • Donald R. Sandler, CPA

    Sandler & Company PC - Needham

  • Patrick Shaughnessy, CPA

    Senior Manager, Assurance

    EY - Boston

  • Sarah E. Shaw, CPA

    RSM - Boston

  • Christine M. St Hilaire, CPA

    Managing Director

    KPMG LLP - Boston

  • Daniel A. Strasshofer, CPA

    Audit Parnter

    KPMG LLP - Boston

  • John P. Thomas, CPA

    Grant Thornton LLP - Boston

  • James J. Wegmann, CPA

    Assistant Treasurer

    Fidelity Investments - Merrimack

  • Alexander J. Wucker, CPA

    Audit Senior Manager

    KPMG LLP - Boston

  • Stephanie J. Zappulla, CPA

    Director

    Grant Thornton LLP - Boston

Questions? Contact Jill Foley at jfoley@masscpas.org.