Geffen Mesher (FY18 net revenue of $24.3 million) of Portland, Ore., has admitted two new shareholders to its leadership team.
“Throughout their tenures at Geffen Mesher, Greg Malcolm and Troy Banker have established themselves as respected leaders, fierce client advocates and perennial innovators,” says CEO Michael Rompa in a prepared statement.
Malcom and Banker have both held roles as senior managers within the firm. Malcolm, who was recruited to the firm after graduating from Oregon State University in 2008, was drawn to Geffen Mesher’s culture of camaraderie and mentorship.
“I remember being impressed and inspired by shareholders like John Lorenz, who always understood a client’s needs by reading between the lines in their questions and could also see the big picture beyond the work at hand. I was humbled as they took the time to teach and mentor me. Now I’m excited to help the next generation of accountants by honing their skills, demonstrating the value of our work, and acting as a champion for their growth,” says Malcolm, who primarily serves clients in the real estate and professional services industries.
Banker joined Geffen Mesher in 2013 after starting his career at a smaller CPA firm. With a Lean Six Sigma certification, Banker is an expert on implementing efficiencies in the workplace, reducing or eliminating redundancies, and developing a framework of company culture. He also serves the firm’s real estate and professional services clients.
“What I love about Geffen Mesher is our long-standing commitment to serving our greater Portland community. We don’t focus on large conglomerates or Fortune 500 companies; we primarily serve local, family-owned businesses and mid-market private companies here in our backyard. What most energizes me about becoming a shareholder is the greater impact I can have on my local community,” notes Banker.
The firm says the promotions mark a shift to more consultative relationships with clients. “With technological advances guiding the future of the accounting industry, this big-picture thinking will be pivotal for the firm’s positioning as a prominent business ally in Portland.”