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Profiles

MANAGING PARTNER
    Peter F. Novak

PARTNERS
    Brian Francella
    Christine W. Bott
    Robert D. Boudreau
    Jacquelyn Coyle
    Gerard J. Frame
    Tyler L. Geiman
    Kathleen M. Jackson
    Ryan J. Kelly
    Steven J. Mazur
    Patrick C. Stines

DIRECTORS
    Wayne Charlton
    David C. Lee
    Timothy McGuckin
    Frank Novak
    Joseph Shaughnessy
    Louis E. Verzella

MANAGERS
    Patricia Baker
    Gera Budman
    Charles A. Bumbaugh
    Marta Cooper
    Catherine DiGiovanna
    Marvin Guitaud
    Joanna Kiszlo
    Vincent Lai
    Lee Mathew
    George Pahhas
    Marcella Pascal
    Paul Selfinger
    Frank Snyder
    Thomas Terlecki
    Tony Vogt

David C. Lee, CPA

Senior Director

David Lee practices as a Certified Public Accountant in New York, Illinois, and Louisiana, and specializes in providing accounting and specialized services to employee benefit funds and labor organizations. He received his education from Pace University.

He has served on the task force that changed reporting rules for New York City municipal benefit funds and on the Employee Benefits Committee of the American Institute of Certified Public Accountants. David has been published in various IFEBP magazines and books.