Professional Experience

Ken leads the firm's Advisory Services group. Ken has worked in the public accounting profession for nearly 30 years, including eight years with an international accounting firm in the audit and management consulting practice areas. Past positions include CFO of a publicly-held bank, where he managed the SEC reporting, internal audit and investment areas. For the past 25 years, Ken has been an adjunct professor at the Weatherhead School of Management at Case Western University. Previously, he taught at Northwestern University.

Areas of Expertise

  • Accounting, audit and review services
  • Business planning
  • Business risk advisory services
  • Business valuations
  • Mergers, acquisitions and divestitures

Education and Certifications

  • DePaul University, Master of Business Administration, cum laude, Finance and Accounting
  • University of Notre Dame, Bachelor of Business Administration, Accounting
  • Certified Exit Planner Advisor
  • Certified Financial Planner
  • Certified Public Accountant, Ohio and Illinois
  • Certified Valuation Analyst
  • Chartered Global Management Accountant

Professional Associations

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants, Executive Board Member
  • Case Western Reserve University Department of Accountancy, Advisory Board
  • University of Notre Dame Department of Accountancy, Advisory Board

Awards, Honors, and Recognitions

  • Notre Dame Club of Cleveland, Alumni of the Year
  • Four-time appointee to the Ohio Bureau of Worker's Compensation Board of Directors (only board member who has been reappointed three times)

Community Involvement

  • The Cleveland Play House Board of Directors, Treasurer
  • Ohio Bureau of Worker’s Compensation, Board of Directors, Audit Committee Chair

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