UHY Advisors Appoints Twelve New Managing Directors, Six in the Great Lakes Region; Including Largest Female Class



UHY Advisors, Inc. (“UHY Advisors”), one of the nation’s leading professional services firms and fifth largest in Southeast Michigan, announced the appointment of twelve new managing directors, including six from the Great Lakes region Jeremy Falendysz, John Gallo, Jenna Lamb, Matt Munn, Jeff Solis, and Loni Winkler. This year’s round of managing directors was the largest class of women, adding from other regions: Amy Bloom and Jeanine Marino from the Northeast, and Gina James in the Midwest.

Additionally, UHY Great Lakes promoted 77 other employees, including ten principals: Brian Baker Preston Bencsik, Alison Dunleavy, Michael Federlein, Jennifer Pawlowski, Ben Raymond, Jonathon Schumaker, Brian Sparks, Jesse Stuart and Pat Wood. 

“This group of managing directors demonstrates our firm’s young talent who are proven leaders” said Tom Callan, Great Lakes regional managing director. “We are continuing to diversify what our leadership structure looks like, including more female representation. We have tremendous growth plans on the horizon and this new group of talented professionals will be instrumental in executing our firm’s goals and initiatives. It’s a great time to be a part of such a people-driven organization.”  

Jeremy Falendysz is a managing director of UHY Corporate Finance. With over 18 years of Wall Street and investment banking experience at some of the largest financial institutions in the world, he has completed more than 80 transactions with a total enterprise value of over $65 billion. He specializes in sell-side and buy-side M&A transactions for private/public enterprises and private equity funds, capital raises, general M&A advisory and pre-sale preparation processes, among other investment banking services. Jeremy is often called upon to speak at industry events and has been recognized multiple times for his work in the M&A space. His leadership has been helpful during the growth of UHY Corporate Finance from a handful of employees to over 20 in the last several years.

John Gallo is a managing director of UHY Advisors in the Great Lakes. He is a member of the tax practice with over 20 years of tax planning and compliance experience. He specializes in Internal Revenue Code Section 460 guidance and various construction revenue recognition methods and develops internal programs and training for construction accounting and taxation matters. Gallo leads the national construction practice, and for the first time this year, the firm was ranked in the top 25 of the “Largest Construction Accounting Firms” by Construction Executive Magazine. 

Jenna Lamb is a managing director of UHY Advisors in the Great Lakes. She specializes in working with middle market companies providing a wide range of services that include attestation, business and strategic planning, financial reporting, and other related services. In addition to her involvement in the national manufacturing practice, she assisted in the establishment of the Great Lakes chapter of the Women Invested in Success and Excellence group (WISE).

Matt Munn is a managing director of UHY Advisors in the Great Lakes. He is a leader of the retirement plan and employee benefits services group specializing in designing and establishing retirement plans that maximize tax-deferred growth and accumulate wealth. Munn also has extensive experience with multi-state taxation issues, retirement plan compliance, IRS audit resolution and buy-side and sell-side advisory services. He is often called upon to contribute thought leadership in the PEO industry and is a member of multiple professional organizations in the PEO space. 

Jeff Solis is a managing director of UHY Advisors in the Great Lakes. He is a member of the audit and assurance practice and leader of the national professional employer organization (PEO) practice. He specializes in performing financial statement audits and advising his middle-market clients on tax, transaction, and operational strategy. Solis is often called upon for thought leadership in the PEO space and is heavily involved in the National Association of Professional Employer Organizations.

Loni Winkler is a managing director of UHY Advisors in the Great Lakes. She is a member of the tax practice managing a group of professionals in areas of individual, corporate, and state and local taxation. Her 15 years of experience includes working closely with business owners and high net worth individuals implementing innovative strategies to minimize risk, maximize profits, preserve wealth and reduce taxes. Winkler was recently recognized in the “Women to Watch” by MICPA and is former “Notable Woman in Finance” by Crain’s Detroit Business.

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Source: UHY Advisors

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