Cohen & Co Strategically Expands Partnership with New 2025 Class Leaders

Cohen & Co Announces New Partnership Class for 2025



Cohen & Co, a prominent name in the accounting and advisory industry, has unveiled its 2025 partnership class, consisting of a talented group of professionals committed to driving innovation and growth within the firm. This strategic move reflects the firm's dedication to strengthening its leadership and enhancing the service provided to their clients across various sectors.

The newly appointed partners include Angela Bacarella-Wood, Dave Charles, Mike Dellavalle, Jon Dittrich, Syed Farooq, Bryan Friedmann, Kevin Kray, and Asha Shettigar. Each of these individuals brings a wealth of expertise and unique experience to the table, ensuring that Cohen & Co will continue to excel in the competitive landscape of accounting and financial services.

Profiles of the New Partners



1. Angela Bacarella-Wood | Assurance | Detroit, MI
Angela's extensive experience includes providing assurance services for audits of both private and public companies. She specializes in advising on complex topics, particularly for the private equity sector, making her a valuable asset to the firm.

2. Dave Charles | Tax | Cleveland, OH
Specializing in pass-through entity taxation, Dave's expertise lies in rental real estate and construction companies. He is instrumental in assisting clients with transactional tax compliance and planning, showcasing his capability in partnership formation and liquidation.

3. Mike Dellavalle | Assurance | New York, NY
As the market leader for the Technology Life Sciences Group, Mike's background in assurance and advisory services encompasses clients from alternative and digital asset spaces. His experience extends to hedge and venture capital firms.

4. Jon Dittrich | Tax | Cleveland, OH
Jon focuses on tax matters for private companies, including income tax compliance and consulting. His broad advisory reach spans various industries, particularly private equity and technology.

5. Syed Farooq | Assurance | Chicago, IL
Syed is known for his proficiency in providing assurance and advisory services to the investment industry, including hedge funds and private equity funds. His knowledge of Sarbanes-Oxley 404 internal controls is highly regarded.

6. Bryan Friedmann | Assurance | Cleveland, OH
With extensive experience in fund structures, Bryan brings significant expertise in handling complex investments and derivative transactions, crucial for providing tailored services to clients.

7. Kevin Kray | Assurance | Cleveland, OH
Kevin's assurances extend across various client types, with extensive knowledge in navigating evolving regulatory requirements for mutual funds and other investment entities.

8. Asha Shettigar | Tax | New York, NY
Leading the firm's REIT Practice, Asha specializes in tax guidance for U.S. public and private Real Estate Investment Trusts. Her extensive expertise includes international tax consulting, contributing to the firm's comprehensive service offering.

Vision for the Future



Chris Bellamy, CEO of Cohen & Co, expressed pride in this new class of partners, stating, "We are proud to recognize this exceptional group of professionals, all of whom are shining examples of the great people our firm is fortunate to have. Their role as new partners represents a meaningful investment in growth and innovation. We look forward to their many continued contributions on behalf of our clients and as leaders in our firm."

This strategic move not only signifies the firm’s commitment to cultivating talent but also positions Cohen & Co for continued success in meeting the evolving needs of its client base. Established in 1977, Cohen & Co has built a reputation for providing exceptional assurance, tax, and advisory services, making it one of America’s most recommended firms in this space. With over 800 professionals and multiple locations across the U.S. and even an office in the Cayman Islands, the firm is well-equipped to navigate the complexities of the financial landscape.

As the accounting and advisory sector continues to evolve, Cohen & Co's strong leadership team promises robust support for clients, ensuring they are well-prepared for future opportunities and challenges.

Topics Financial Services & Investing)

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