Chicago-based IPA 300 firm Topel Forman LLC (FY19 net revenue of $19 million) has appointed David Levine as the firm’s new MP. He succeeds John Riley, who has served as MP since 2013 and will continue to provide advisory services to clients and remain a member of the firm’s executive committee.
“Over the past several years, Dave and I have worked side by side to create a seamless leadership transition for our firm and clients,” says Riley. “Dave embodies our core values of integrity, excellence, respect and balance, and will continue driving the success of Topel Forman and lead this firm into the next generation.”
Levine has served as a member/partner at Topel Forman since 2008 and has been the firm’s tax leader for nearly 20 years, providing tax planning and preparation services to high-net-worth individuals, corporations and partnerships.
“I am grateful for the opportunity and challenge to serve the firm in this new role,” Levine says. “I am excited about the opportunity to lead and serve our talented group of partners and employees, and I am committed to the success of every person in our firm.”