Meet Our Team

Building and running a business requires more than technical expertise it requires perspective. Norm Schulman brings experience as both a CPA and a business operator, advising clients with a practical understanding of how financial decisions impact real-world outcomes.

Financial clarity at scale requires discipline and oversight. As Chief Financial Officer, Amy Goldstein oversees financial operations, planning, and controls, bringing over 30 years of experience including leadership roles at JPMorgan to support informed, data-driven decisions across the firm.

Entertainment projects and personal finances often run in parallel, each with their own demands. Ron Myers works with high-profile clients to manage both sides, overseeing business management, tax, and post-production accounting to keep everything aligned from project to personal.

Organizations that rely on accountability need more than a standard audit. Adam Reiss works with nonprofits and privately held companies to strengthen financial reporting, improve internal controls, and ensure they are prepared for audits, regulatory review, and board-level oversight.

Managing income across entertainment, athletics, and high-net-worth portfolios requires coordination across every financial decision. Andrew Blackman aligns tax strategy, financial planning, and business management so clients can move forward with clarity and protect long-term wealth.

Complex financial structures require more than standard tax support. David Barrett works with high-net-worth individuals, private funds, and financial services clients to connect tax, reporting, and planning so decisions are made with a clear, complete view.

When state tax exposure builds, it needs to be addressed quickly and correctly. Vincent Capodanno works with closely held businesses to identify multi-state risk, resolve sales tax and audit issues, and defend positions when challenged.

​Managing financial and tax obligations across multiple countries requires coordination at every level. Deborah Chichester helps clients align reporting, planning, and advisory efforts across jurisdictions so they can move forward with a clear understanding of their global position.

Financial lives in entertainment and sports rarely follow a predictable path. Wesley Childs helps bring structure to that complexity by aligning tax, business management, and financial oversight so clients can stay organized and make informed decisions as income and opportunities evolve.

Over the course of his career, Joel Faden has worked closely with artists, performers, and high-net-worth individuals, guiding both their personal and professional financial lives. His experience spans business management, tax, and wealth matters, with a focus on long-term relationships and continuity.

With a background that spans both finance and the creative world, Peter Frank brings a different perspective to advising clients. He works with individuals and businesses including those in entertainment to navigate tax, financial, and operational decisions with a focus on long-term relationships and practical guidance.

For clients whose personal and business finances are closely connected, coordination matters. Arlene Graff works with family businesses, private wealth clients, and those in entertainment to bring together tax, financial planning, and day-to-day decision-making in a way that stays aligned over time.

Creative businesses don’t operate like traditional companies and neither do their financial needs. Robert Grubman works with artists, designers, and lifestyle brands to improve profitability, streamline operations, and support growth as their businesses evolve.

Managing wealth often involves more than tax alone. Michael Lobel has advised clients across tax planning, business management, and charitable initiatives, helping align financial decisions with long-term personal and organizational goals.

Not every situation fits into a single category. Sergio Ruta works with closely held businesses and individuals across a range of tax and financial matters, bringing decades of experience to help clients navigate decisions with a steady, practical approach.

Cross-border transactions and international tax structures require more than standard planning. Len Sprishen advises individuals and businesses on complex global investments, mergers and acquisitions, and tax structuring, helping ensure positions are built correctly from the start and hold up under scrutiny.

Experience in leadership brings a different perspective to advising clients. Jeremy Steinberg works across tax, financial planning, and business consulting, helping clients make decisions that reflect both the numbers and how their business actually operates.

In litigation and high-stakes transactions, financial conclusions need to be precise and defensible. Richard Weiss works with legal teams and clients on valuation, damages analysis, and expert testimony, delivering work that stands up in court and under review.

Cross-border wealth brings added complexity across tax, trusts, and ownership structures. Ramez Younan works with individuals and businesses managing international assets, helping them navigate U.S. and foreign tax obligations while aligning estate, trust, and entity considerations.

Experience and perspective matter when financial decisions carry long-term impact. Marc Zand advises clients across tax, business management, and financial planning, bringing decades of experience and regulatory insight to help guide complex financial situations.