Pittsburgh-based IPA 100 firm Schneider Downs & Co. (FY23 net revenue of $124 million) announced the addition of new shareholders to its ownership group. The firm also announces the addition of one new partner to its affiliate, Schneider Downs Wealth Management Advisors LP.
“A firm’s foundation is built around its internal talent, and for nearly 70 years we’ve been proud to continue to grow our ownership group through the promotions of our highly talented professionals,” says Christopher S. McElroy, Co-CEO of Schneider Downs. “Schneider Downs continues to have aggressive growth goals moving into the future, and these new leaders will play an important part in this sustained success.”
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:
Maggie Havelka joined Schneider Downs in 2013 and focuses on estate, succession planning and individual taxation for business owners, executives and high net-worth individuals.
Patrick Hickman joined the firm in 2023 following a decade in public accounting with other firms. His areas of tax expertise include partnerships, including allocations, tax planning and structuring. His experience spans a variety of industries and includes private equity.
Logan Kowcheck joined Schneider Downs in 2011 in the firm’s audit practice group. He has experience serving clients in a variety of industries including energy and natural resources, real estate, manufacturing and retail. Kowcheck leads the firm’s energy and natural resources services industry group.
Mike Marasco joined the Schneider Downs Business Advisory Group in 2020 following 20 years of experience in business administration, finance and accounting. Prior to joining the firm, he held various CFO positions, providing him with well-rounded expertise. Marasco provides his administrative, planning, analytic and accounting expertise to clients looking for a strategic partner, or those looking to outsource any or all of their accounting and finance functions.
Janelle Merlo joined Schneider Downs in 2023, bringing 20 years of public accounting experience, providing a wide variety of tax and consulting services to a broad range of clients. Janelle has extensive experience working with closely held businesses and their owners in the construction and manufacturing industries. Additionally, she is a certified financial planner and has experience helping clients as a business advisor, applying tax technical and other knowledge to consult on a variety of areas.
In addition to the above-mentioned shareholders, Schneider Downs also announced the addition of a new partner to its affiliate, Schneider Downs Wealth Management.
Greg Daily joined the firm in 2021, following over 20 years in the finance industry providing personal and institutional financial services. He helps individuals, families and organizations in achieving their financial goals through developing, overseeing and ultimately maintaining their wealth and investment management strategies. Daily is also an active participant in the firm’s investment committee, assisting with the ongoing maintenance and monitoring of the SDWMA Investment Platform, in addition to seeking out new investment strategies.
