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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 Fayed

    Audit & Assurance Senior Manager

    Deloitte LLP - Boston

  • Chairperson

    Daniel Ferry

    Tax Senior Manager

    KPMG LLP - Boston

  • Staff Liaison

    Melissa Nystedt

    Massachusetts Society of CPAs - Boston

Members

  • Charles Abraham

    Forvis Mazars, LLP - Chestnut Hill

  • Peter Adams

    Senior Manager, Assurance

    EY - Boston

  • Elizabeth Bayston

    Director of Accounting Policy

    MFS Investment Mgt - Boston

  • Jeffrey Belaief

    Senior Manager, Assurance

    EY - Boston

  • Matthew Block

    Natixis Global Asset Management - Boston

  • Gregory Boccio

    Audit and Assurance Managing Director

    Deloitte LLP - Boston

  • Jacqueline Brady

    Senior Manager

    Deloitte LLP - Boston

  • Declan Byrne

    Partner

    PwC LLP - Boston

  • Franklin Caraballo CPA

    Managing Director

    Caraballo CPA, Inc. - Andover

  • Katelyn Castonguay

    CBIZ & MHM - Boston

  • Michael Castonguay

    Mazars USA LLP - Boston

  • Lei Chen

    Head of Internal Audit

    Geode Capital Management - Boston

  • Emily Clerkin

    Associate Partner

    EY - Boston

  • Clare Cole

    Financial Planning and Family Office

    Clare Cole CPA - Westport

  • Kevin Collins

    Tax Partner

    KPMG LLP - Boston

  • Louis Cote

    Assistant Fund Controller, AVP

    GID Investment Advisers LLC - Boston

  • Kristen Cottreau

    Tax Senior Manager

  • Alexis Cunningham

    Partner

    PwC LLP - Boston

  • James Downey

    Downey & Company LLP - Braintree

  • Julia Ekelund

    Massachusetts Society of CPAs - Boston

  • David Federman

    PwC LLP - Boston

  • Peter Finnerty

    PwC LLP - Boston

  • Jill Foley

    Massachusetts Society of CPAs - Boston

  • Marc Gallagher

    Tax Managing Director

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

  • John Geiger

    Senior Manager, Tax

    EY - Boston

  • Pujaben Ghiya

    Business Analyst

    Wolf & Company, P.C. - Boston

  • Erika Giacchetto

    Senior Manager, Assurance

    EY - Boston

  • George Gorman
  • Helen Hedberg

    Director of RIC Financial Reporting

    Eaton Vance Management - Boston

  • Jacqueline Higgins

    RSM - Boston

  • Robert Howard

    Audit Partner

    Deloitte LLP - Boston

  • Stephen Ivanoski Jr

    Senior Manager Audit

    KPMG LLP - Boston

  • Adnani Johari

    Director - Fund Administration

    Brighthouse Financial - Boston

  • Mamudou Kanuteh

    Controller

    Acadian Asset Management Inc - Boston

  • Thomas Kent
  • Lunetta Kwan

    Managing Director

    KPMG LLP - Boston

  • Gunjan Lalaji

    Controller

    Templum, Inc. - New York

  • Laura Lynch

    Assurance Director- Asset Management

    PwC LLP - Boston

  • Scott Mackey

    RSM - Boston

  • Paul Mark

    Managing Tax

    Grant Thornton LLP - Boston

  • James Marks

    Grant Thornton LLP - Boston

  • Kim Martell

    Financial Planner

    Commonwealth Financial Group - Boston

  • Andrew Mathison

    Deloitte LLP - Boston

  • Philip McGuire

    PwC LLP - Boston

  • Kathryn McNaughton

    Audit Director

    PwC LLP - Boston

  • Kevin Mongeon

    PwC LLP - Boston

  • Ashley Munson

    Senior Manager, Assurance

    EY - Boston

  • John Nasrah

    Head of Tax

    Grantham Mayo Van Otterloo & Co LLC - Boston

  • Joseph Palombo

    Tax

    RSM - Boston

  • Matthew Rancourt

    Audit Partner

    EY - Boston

  • Michael Refkofsky

    Director of Fund Tax

    MFS Investment Mgt - Boston

  • Xiangfei Ren

    Senior Manager, Assurance

    EY - Boston

  • Donald Sandler

    Sandler & Company PC - Needham

  • Patrick Shaughnessy

    Senior Manager, Assurance

    EY - Boston

  • Sarah Shaw

    RSM - Boston

  • Christine St Hilaire

    Managing Director

    KPMG LLP - Boston

  • Daniel Strasshofer

    Audit Parnter

    KPMG LLP - Boston

  • John Thomas

    Grant Thornton LLP - Boston

  • James Wegmann

    Assistant Treasurer

    Fidelity Investments - Merrimack

  • Alexander Wucker

    Audit Senior Manager

    KPMG LLP - Boston

  • Stephanie Zappulla

    Director

    Grant Thornton LLP - Boston

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