Schneider Downs Announces Seven New Members to Ownership Group

PITTSBURGH, PA-- Schneider Downs, one of the 60 largest certified public accounting and business advisory firms in the United States, is proud to announce the addition of five new shareholders, as well as two new partners to its affiliate, Schneider Downs Wealth Management Advisors, LP. This matches the largest single-year addition to the leadership team in the firm’s 65-year history.

“On the heels of the great challenges presented by the COVID-19 pandemic, we are very proud that Schneider Downs is in a position to significantly add to our ownership group this year. This speaks to the extremely talented roster of talent we have within our firm, as well as the great potential we see for our firm’s future,” stated Steven D. Thompson, Co-CEO of Schneider Downs. “These new leaders will play an integral part in the ongoing growth of all facets of our organization.”

The new promotions reach across several areas of the firm’s service offerings, including the firm’s tax, audit and consulting practices, as well as the growing wealth management practice.

Included among those promoted to Shareholder at Schneider Downs are:

Adam J. Goode (Pittsburgh, PA) joined Schneider Downs in 2007, following seven years of work within the private sector. He leads the firm’s Accounting Advisory Services Group along with Nick Lombardo (see below). Adam is a graduate of Robert Morris University. He is a member of the American and Pennsylvania Institutes of Certified Public Accountants and was a recipient of the 2015 PICPA Young Leader Award.

Tony P. Ielase (Columbus, OH) joined the firm in 2019 as Director of Risk Advisory Services. He holds a BSBA in Accounting from Clarion University and is a Certified Information Systems Auditor (CISA).

Nicholas D. Lombardo (Columbus) joined Schneider Downs in 2004. He leads the firm’s Accounting Advisory Services Group along with Adam Goode (see above). Nick is a graduate of Capital University and a member of the American and Ohio Institutes of Certified Public Accountants.

Sarah R. Piot (Pittsburgh) joined the firm in 2002 and specializes in providing tax services to tax-exempt organizations (including institutions of higher education). She is a graduate of Robert Morris University and a member of the American and Pennsylvania Institutes of Certified Public Accountants.

Matthew C. Werner (Pittsburgh) joined the firm in 2019 as a tax senior manager and serves clients in the public, private and emerging-growth global organizations sectors. He is a graduate of Duquesne University and a member of the American and Pennsylvania Institutes of Certified Public Accountants.

The following professionals were named Partner to Schneider Downs Wealth Management Advisors, LP (SDWMA):

David C. Brinkman, CFA, CPA, CFP®, CPFA (Columbus) has been an Investment Relationship Manager with SDWMA since 2016.  David is a Chartered Financial Analyst®, a Certified Public Accountant, a Certified Financial PlannerTM Practitioner and a Certified Plan Fiduciary Advisor. David is a graduate of The Ohio State University and is a member of the CFA Society of Columbus and the American Institute of Certified Public Accountants.

Jason R. Staley, CFA, CAIA® (Pittsburgh) joined SDWMA in 2016 as Director of Research and Due Diligence. Jason is a graduate of Mercyhurst University and is both a Chartered Financial Analyst® and Chartered Alternative Investment Analyst and is a member of many investment-related organizations.

About Schneider Downs:

Schneider Downs is a top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business consulting services to public and private companies, not-for-profit organizations and global companies.  The firm offers Risk Advisory; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services.  Schneider Downs is the 13th-largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH and Washington D.C.

About Schneider Downs Wealth Management Advisors, LP

Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.

 

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