BPM Admits Ten to Partnership

San Francisco-based IPA 100 firm BPM LLP (FY21 net revenue of $162.8 million) has admitted the following ten professionals to its partnership:

  • David Aiello works in assurance with privately held startups and publicly traded companies, specializing in the SEC practice and focusing on the technology industry.
  • Latisha (Tish) Bates’ industry experience centers around technology, financial and professional services.
  • Jeff Carrick focuses on audit, accounting and consulting services for middle-market privately held companies and non-profit organizations.
  • Caila Cohen specializes in technology solutions for clients in the high-tech industry, specifically in Oracle NetSuite and common integrated applications.
  • Ryan Davis provides audit and consultation services on all types of employee benefit plans, with specialized knowledge of the financial services, fintech, blockchain and digital asset industries.
  • Paul Fong focuses on the real estate and consumer business industries, providing tax compliance and planning services to clients who primarily operate in flow-through tax structures.
  • James Lichau provides assurance services for the technology and financial services industries.
  • Kevin Moyers provides corporate tax services with a primary focus on the technology sector.
  • Alissia Pope’s focuses on tax and accounting services for high-net-worth individuals and flow-through entities.
  • Winny Wong provides outsourced accounting services for clients in the real estate and technology industries.

“Each of these professionals embodies BPM’s mission-driven focus – ‘helping others be successful in work and life; Because People Matter’ – and their invitations to the firm’s partnership are well deserved,” says CEO Jim Wallace.



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