Aprio Executive and Leadership Team

Richard Kopelman, the Chief Executive Officer at Aprio, directs the firm's overall strategic vision and operational execution. Kopelman guides the executive team in delivering independent, third-party professional services, ensuring alignment with Aprio's core mission of client success and integrity. This leadership role involves fostering a culture of excellence and driving sustainable growth across all service lines. By overseeing the strategic direction, Richard Kopelman ensures Aprio maintains its position as a trusted advisor in the professional services sector. The Chief Executive Officer's focus remains on enhancing client relationships and expanding the firm's market reach through innovative service delivery and strategic partnerships. Kopelman's leadership ensures the firm's continued commitment to independence and quality in every engagement.

Michael Lange, the Chief Executive Officer, Assurance Leader & Managing Partner (Aprio LLP) at Aprio, spearheads the firm's assurance services and manages the overall partnership. Lange directs the strategic development and execution of audit and assurance engagements, ensuring the highest standards of professional practice. This leadership position involves guiding the assurance team to deliver critical insights and maintain client trust through rigorous independent review. Michael Lange also oversees the management of the Aprio LLP partnership, fostering collaboration and driving operational efficiency. By championing best practices in assurance, Lange ensures compliance and enhances the firm's reputation for delivering exceptional value. The Chief Executive Officer, Assurance Leader & Managing Partner's role is pivotal in upholding the firm's commitment to independence and quality in all client interactions.

Kenneth Tolmie, the Chief Financial Officer at Aprio, manages the firm's financial health and strategic fiscal planning. Tolmie oversees all financial operations, including budgeting, forecasting, and financial reporting, ensuring robust fiscal management. This critical role involves safeguarding the firm's assets and optimizing financial performance to support Aprio's growth objectives. Kenneth Tolmie's expertise guides investment decisions and resource allocation, directly impacting the firm's capacity to deliver high-quality professional services. By maintaining stringent financial controls, the Chief Financial Officer ensures compliance with all regulatory requirements and enhances shareholder value. Tolmie's strategic financial leadership is essential for sustaining Aprio's operational stability and expanding its market presence.

Adam Rimes, the Chief Financial Officer & Partner at Aprio, manages the firm's financial strategy and operational partnerships. Rimes oversees financial planning, analysis, and reporting, ensuring fiscal integrity and supporting strategic decision-making. This dual role involves guiding financial operations while contributing to the firm's overall partnership management and growth. Adam Rimes's expertise is crucial in optimizing financial performance and resource allocation to enhance service delivery. By maintaining robust financial controls, the Chief Financial Officer & Partner ensures compliance and drives profitability. Rimes's leadership strengthens Aprio's financial foundation and supports its commitment to providing independent, high-quality professional services.

Terrence Tessmer, the Interim Chief Financial Officer, Fractional at Aprio, provides expert financial leadership on an interim basis. Tessmer guides financial operations, offering strategic insights and solutions to support Aprio's evolving business needs. This role involves overseeing critical financial functions, ensuring continuity and driving financial performance during transitional periods. Terrence Tessmer's fractional expertise allows Aprio to leverage specialized financial acumen without long-term commitment. By managing fiscal responsibilities with precision, the Interim Chief Financial Officer, Fractional ensures that Aprio maintains its financial stability and operational effectiveness. Tessmer's contribution is vital in navigating complex financial landscapes and supporting the firm's strategic objectives.

Alex Spartis, the Director, Client Services L & Chief Financial Officer, Advisory & Talent Solutions at Aprio, leads client service delivery and financial strategy for specific divisions. Spartis oversees the operational excellence and financial health of the Advisory and Talent Solutions segments, ensuring client satisfaction and profitability. This comprehensive role involves managing client relationships and directing financial planning to support growth initiatives. Alex Spartis's leadership ensures that Aprio's professional services are delivered with the highest standards of quality and efficiency. By integrating client service management with financial oversight, the Director, Client Services L & Chief Financial Officer, Advisory & Talent Solutions drives strategic alignment and operational success. Spartis's expertise is critical in enhancing client value and expanding Aprio's service offerings.

Matthew Wise, the Chief Operating Officer & Partner at Aprio, directs the firm's operational strategies and ensures efficient service delivery. Wise oversees the integration of operational processes, driving improvements in efficiency and client satisfaction across all service lines. This leadership position involves managing the firm's resources and infrastructure to support sustained growth and service excellence. Matthew Wise's focus is on optimizing operational workflows to enhance the delivery of independent, third-party professional services. By implementing best practices in operations management, the Chief Operating Officer & Partner ensures that Aprio consistently meets its commitments to clients. Wise's strategic oversight is crucial for maintaining the firm's high standards and expanding its operational capabilities.

Jeffrey Gordon, the Chief Operating Officer of NC at Aprio, oversees the operational functions and strategic initiatives within the North Carolina region. Gordon directs the implementation of Aprio's service delivery models, ensuring consistent quality and efficiency across all operations in the specified territory. This leadership role focuses on optimizing regional performance and expanding the firm's presence through effective operational management. Jeffrey Gordon's responsibilities include driving operational excellence and fostering a culture of accountability within the North Carolina team. By managing regional resources and processes, the Chief Operating Officer of NC ensures seamless client service delivery. Gordon's strategic oversight is key to strengthening Aprio's market position and achieving regional growth targets.

Caroline Claiborne, the Chief of Staff at Aprio, provides strategic support and operational oversight to the executive leadership team. Claiborne facilitates the execution of key initiatives, ensuring seamless coordination across departments and driving project completion. This role involves managing critical communications, streamlining internal processes, and enhancing overall organizational efficiency. Caroline Claiborne's responsibilities include aligning strategic priorities with day-to-day operations, ensuring that Aprio's mission of delivering independent professional services is consistently met. By acting as a central point of coordination, the Chief of Staff enables the executive team to focus on strategic growth and client engagement. Claiborne's leadership ensures operational excellence and supports the firm's commitment to integrity.

Mitchell Nelson, the Chief Sales Officer (CSO) at Aprio, leads the firm's sales strategy and revenue generation efforts. Nelson directs the sales teams in expanding market share and cultivating new client relationships, driving significant revenue growth. This executive role involves developing and implementing innovative sales approaches to meet evolving market demands. Mitchell Nelson's expertise ensures that Aprio's professional services are effectively positioned to address client needs across various industries. By fostering a high-performance sales culture, the Chief Sales Officer (CSO) enhances the firm's competitive advantage. Nelson's leadership is instrumental in achieving Aprio's business development objectives and reinforcing its commitment to client success.