Aprio Executive and Leadership Team

Richard Kopelman, the Chief Executive Officer at Aprio, directs the overarching strategic vision and global growth initiatives for the firm. By aligning professional service offerings with evolving market demands, the Chief Executive Officer ensures that the organization maintains a competitive edge across more than 50 countries. This leadership role involves fostering a culture of innovation while overseeing the integration of audit, tax, and advisory services to maximize client value. Richard Kopelman drives the firm's commitment to helping businesses navigate complex financial challenges with precision. Through consistent engagement with the board and senior leadership, the Chief Executive Officer maintains operational excellence and long-term stability. By prioritizing client-centric outcomes, Kopelman secures the firm's position as a premier global advisory partner, ensuring that every service line contributes effectively to the broader mission of building sustainable wealth and managing risk for diverse client portfolios.

Keith Greenwald, the Chief Executive Officer, Aprio Wealth Management at Aprio, directs the strategic expansion and service delivery of the firm's wealth management division. Overseeing the development of comprehensive financial planning and investment strategies, the Chief Executive Officer, Aprio Wealth Management ensures that high-net-worth individuals receive tailored solutions to protect and grow assets. This leadership role involves managing complex wealth portfolios while integrating tax and advisory insights to provide holistic financial guidance. Keith Greenwald drives the division's commitment to delivering clarity in volatile markets, ensuring that every client receives personalized attention. By coordinating with other advisory leaders, the Chief Executive Officer, Aprio Wealth Management optimizes the firm's ability to manage risk and build long-term value. Greenwald maintains a focus on operational efficiency and client satisfaction, ensuring that the wealth management practice remains a cornerstone of the firm's global service offerings.

Michael Lange, the Chief Executive Officer, Assurance Leader & Managing Partner (Aprio LLP) at Aprio, directs the audit and attest functions while managing the operational integrity of the LLP. Overseeing the delivery of rigorous financial reporting and compliance services, the Chief Executive Officer, Assurance Leader & Managing Partner (Aprio LLP) ensures that clients maintain transparency and regulatory alignment. This leadership role involves supervising large-scale audit engagements and maintaining the highest standards of professional accountability across the firm's global footprint. Michael Lange drives the firm's assurance strategy, ensuring that audit processes support client growth and risk management objectives. By collaborating with other senior partners, the Chief Executive Officer, Assurance Leader & Managing Partner (Aprio LLP) fosters a culture of excellence and technical precision. Lange maintains a focus on quality control and service delivery, ensuring that the assurance practice consistently meets the complex needs of businesses operating in diverse international markets.

Kenneth Tolmie, the Chief Financial Officer at Aprio, directs the financial planning, analysis, and reporting functions for the entire organization. Overseeing the firm's capital allocation and fiscal health, the Chief Financial Officer ensures that internal resources support strategic growth and operational efficiency. This leadership role involves managing financial risk, optimizing cash flow, and providing data-driven insights to the executive team to inform long-term business decisions. Kenneth Tolmie drives the firm's financial strategy, ensuring that all accounting and advisory service lines operate within a framework of fiscal responsibility. By monitoring global market trends and internal performance metrics, the Chief Financial Officer maintains the firm's competitive standing. Tolmie secures the financial foundation of the organization, ensuring that the firm remains well-positioned to invest in new talent and technology while delivering consistent value to clients across all service sectors.

Brenda Jayne, the Chief Financial Officer & Partner at Aprio, directs the firm's financial reporting and partnership accounting functions. Overseeing the financial health of the partnership, the Chief Financial Officer & Partner ensures that internal fiscal policies support the firm's long-term strategic objectives. This leadership role involves managing partner distributions, overseeing tax compliance for the firm, and providing financial oversight for internal investments. Brenda Jayne drives the firm's commitment to financial transparency and accountability, ensuring that all financial operations align with the firm's advisory standards. By collaborating with other partners, the Chief Financial Officer & Partner maintains a focus on sustainable profitability and resource management. Jayne secures the firm's financial integrity, ensuring that the organization remains well-capitalized and capable of delivering comprehensive accounting and advisory services to clients worldwide while maintaining the highest standards of professional conduct.

Alex Spartis, the Director, Client Services L & Chief Financial Officer, Advisory & Talent Solutions at Aprio, directs the financial strategy for the advisory and talent solutions divisions while overseeing client service excellence. Overseeing the intersection of financial performance and client satisfaction, the Director, Client Services L & Chief Financial Officer, Advisory & Talent Solutions ensures that service delivery remains both profitable and impactful. This leadership role involves managing the financial health of advisory projects and ensuring that talent solutions align with client needs. Alex Spartis drives the firm's commitment to delivering value through specialized advisory services, ensuring that every engagement meets the firm's high standards. By coordinating with service line leaders, the Director, Client Services L & Chief Financial Officer, Advisory & Talent Solutions optimizes the firm's ability to solve complex business challenges. Spartis maintains a focus on growth and service quality, ensuring that the advisory and talent divisions remain key contributors to the firm's global success.

Lynn Fravel, the Fractional Chief Financial Officer & Controller at Aprio, directs the delivery of outsourced financial leadership and accounting control services for the firm's clients. Overseeing the financial operations of client businesses, the Fractional Chief Financial Officer & Controller ensures that these organizations maintain accurate reporting and sound fiscal management. This leadership role involves providing strategic financial guidance, managing cash flow, and implementing internal controls for diverse client portfolios. Lynn Fravel drives the firm's commitment to helping businesses navigate financial complexity, ensuring that clients receive the same level of expertise as an in-house executive. By integrating accounting best practices with advisory insights, the Fractional Chief Financial Officer & Controller optimizes client performance and risk management. Fravel maintains a focus on precision and reliability, ensuring that the firm's fractional services provide the clarity and confidence necessary for clients to build value and drive growth in their respective industries.

Matt Wise, the Chief Operating Officer & Partner at Aprio, directs the internal operations and infrastructure required to support the firm's global service delivery. Overseeing the integration of technology and human capital, the Chief Operating Officer & Partner ensures that the firm's internal processes scale effectively with client demand. This leadership role involves optimizing service workflows, managing operational risk, and driving efficiency across all advisory and accounting departments. Matt Wise drives the firm's commitment to operational excellence, ensuring that teams have the tools and resources necessary to deliver high-value solutions. By collaborating with other partners, the Chief Operating Officer & Partner maintains a focus on sustainable growth and service quality. Wise secures the firm's operational foundation, ensuring that the organization remains agile and capable of meeting the complex financial needs of clients in a rapidly evolving global business environment.

Jeffrey Gordon, the Chief Operating Officer of Nc at Aprio, directs the regional operational strategy and service delivery within the North Carolina market. Overseeing the local implementation of firm-wide standards, the Chief Operating Officer of Nc ensures that regional teams provide consistent, high-quality accounting and advisory services. This leadership role involves managing local talent, fostering client relationships, and driving regional growth initiatives that align with the firm's global mission. Jeffrey Gordon drives the firm's presence in the region, ensuring that local operations contribute effectively to the overall success of the organization. By coordinating with national leadership, the Chief Operating Officer of Nc optimizes resource allocation and service delivery to meet the specific needs of the regional client base. Gordon maintains a focus on operational efficiency and client satisfaction, ensuring that the firm's regional footprint remains a key driver of its broader market impact.

Caroline Claiborne, the Chief of Staff at Aprio, directs the execution of strategic priorities and facilitates communication across the executive leadership team. Overseeing the alignment of internal initiatives with the firm's broader mission, the Chief of Staff ensures that organizational goals remain clear and actionable. This leadership role involves managing complex projects, coordinating cross-functional efforts, and optimizing the efficiency of the executive office. Caroline Claiborne drives the firm's internal operational rhythm, ensuring that leadership decisions translate into measurable outcomes for clients and staff. By acting as a central point of coordination, the Chief of Staff enables the firm to respond rapidly to market changes and internal challenges. Claiborne maintains a focus on organizational health and strategic focus, ensuring that the firm's leadership remains cohesive and effective in delivering high-quality advisory and accounting services to a global client base.