Aprio Executive and Leadership Team

Richard Kopelman, the Chief Executive Officer at Aprio, directs the overarching strategic vision and global expansion initiatives for the firm. Overseeing the integration of diverse service lines, 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 aligning professional services with the evolving needs of international clients. By prioritizing client success and operational excellence, Richard Kopelman directly impacts the firm's ability to deliver high-value advisory and accounting solutions. Kopelman maintains rigorous standards for service quality, ensuring that the firm remains a trusted partner for businesses navigating complex financial challenges. Through consistent focus on market growth and talent development, the Chief Executive Officer secures the firm's position as a premier global advisory entity.

Keith Greenwald, the Chief Executive Officer, Aprio Wealth Management at Aprio, directs the strategic growth and service delivery of the firm's wealth management division. Overseeing the development of comprehensive financial planning and asset protection strategies, the Chief Executive Officer, Aprio Wealth Management ensures that individual clients receive tailored solutions to secure long-term prosperity. This leadership role involves managing complex investment portfolios and coordinating with tax and advisory teams to provide holistic financial guidance. By optimizing wealth management processes, Keith Greenwald directly impacts the firm's ability to help clients build and protect wealth with confidence. Greenwald maintains a focus on market trends and regulatory compliance, ensuring that the wealth management practice delivers consistent value. Through strategic oversight of client relationships, the Chief Executive Officer, Aprio Wealth Management drives the expansion of the firm's private client services.

Michael Lange, the Chief Executive Officer, Assurance Leader & Managing Partner (Aprio LLP) at Aprio, directs the audit and attest service operations for the firm. Overseeing the delivery of rigorous financial reporting and compliance services, the Chief Executive Officer, Assurance Leader & Managing Partner (Aprio LLP) ensures that the firm maintains the highest standards of integrity and accuracy for all audit engagements. This leadership role involves managing the professional standards of the assurance practice while coordinating with other advisory groups to provide seamless service. By optimizing audit methodologies, Michael Lange directly impacts the firm's ability to manage risk and provide clarity to stakeholders. Lange maintains a focus on operational efficiency and quality control, ensuring that the assurance practice supports the firm's broader mission. Through strategic management of the LLP structure, the Chief Executive Officer, Assurance Leader & Managing Partner (Aprio LLP) secures the firm's reputation for excellence.

Kenneth Tolmie, the Chief Financial Officer at Aprio, directs the internal financial health and fiscal strategy of the firm. Overseeing the management of capital allocation, financial reporting, and budgetary planning, the Chief Financial Officer ensures that the organization maintains the resources necessary to support its global growth objectives. This leadership role involves coordinating with the executive team to monitor financial performance and mitigate fiscal risks. By optimizing internal financial processes, Kenneth Tolmie directly impacts the firm's ability to invest in new service lines and talent. Tolmie maintains a focus on long-term financial stability, ensuring that the firm's fiscal policies align with its strategic mission. Through rigorous oversight of the firm's financial operations, the Chief Financial Officer supports the organization's capacity to deliver consistent value to clients worldwide.

Brenda Jayne, the Chief Financial Officer & Partner at Aprio, directs the financial strategy and partnership governance for the firm. Overseeing the management of partner equity, financial reporting, and fiscal compliance, the Chief Financial Officer & Partner ensures that the firm's financial structure supports its long-term growth and stability. This leadership role involves coordinating with the partnership board to align fiscal decisions with the firm's strategic vision. By optimizing financial governance, Brenda Jayne directly impacts the firm's ability to maintain its competitive position in the global accounting market. Jayne maintains a focus on fiscal transparency and partner value, ensuring that the firm's financial operations remain robust. Through strategic oversight of the firm's financial health, the Chief Financial Officer & Partner supports the organization's mission to provide high-quality advisory services.

Alex Spartis, the Director, Client Services L & Chief Financial Officer, Advisory & Talent Solutions at Aprio, directs the financial operations and client service delivery for the advisory and talent solutions divisions. Overseeing the integration of financial planning with talent management strategies, the Director, Client Services L & Chief Financial Officer, Advisory & Talent Solutions ensures that the firm provides comprehensive support to clients building value and managing risk. This leadership role involves managing the fiscal performance of advisory projects while enhancing the client experience. By optimizing the intersection of financial and talent services, Alex Spartis directly impacts the firm's ability to drive growth for its clients. Spartis maintains a focus on service quality and operational efficiency, ensuring that the advisory and talent solutions practice delivers consistent results. Through strategic management of these functions, the Director, Client Services L & Chief Financial Officer, Advisory & Talent Solutions supports the firm's global mission.

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 implementation of robust financial reporting and internal control systems, the Fractional Chief Financial Officer & Controller ensures that businesses receive the financial clarity needed to manage risk and drive growth. This leadership role involves providing high-level fiscal guidance to clients who require scalable financial expertise. By optimizing the financial operations of client organizations, Lynn Fravel directly impacts the firm's ability to deliver value through its advisory services. Fravel maintains a focus on accuracy and compliance, ensuring that the firm's fractional services meet the highest professional standards. Through strategic management of client financial functions, the Fractional Chief Financial Officer & Controller supports the firm's commitment to helping businesses navigate complex financial challenges.

Jeffrey Gordon, the Chief Operating Officer of Nc at Aprio, directs the operational infrastructure and service delivery processes within the North Carolina region. Overseeing the coordination of local advisory and accounting teams, the Chief Operating Officer of Nc ensures that the firm's regional operations align with its global standards for quality and efficiency. This leadership role involves managing the day-to-day execution of service delivery and fostering a culture of operational excellence. By optimizing regional workflows, Jeffrey Gordon directly impacts the firm's ability to provide consistent and reliable services to clients in the area. Gordon maintains a focus on regional growth and talent development, ensuring that the firm's local presence supports its broader mission. Through strategic management of regional operations, the Chief Operating Officer of Nc supports the firm's commitment to delivering clarity and confidence to businesses and individuals.

Caroline Claiborne, the Chief of Staff at Aprio, directs the operational alignment and strategic execution of the firm's executive office. Overseeing the coordination of cross-departmental initiatives, the Chief of Staff ensures that the firm's leadership team remains focused on key growth priorities and organizational goals. This leadership role involves managing complex projects and facilitating communication between the C-suite and various business units. By streamlining executive workflows, Caroline Claiborne directly impacts the firm's ability to respond rapidly to market changes and client needs. Claiborne maintains a focus on operational excellence, ensuring that the firm's internal processes support its global advisory mission. Through strategic management of executive priorities, the Chief of Staff supports the firm's commitment to delivering clarity and confidence to clients across all service lines.

Moshe Michaeli, the Managing Director at Aprio, directs specialized advisory initiatives and client engagement strategies. Overseeing the delivery of complex consulting solutions, the Managing Director ensures that the firm provides actionable insights to businesses facing unique financial hurdles. This leadership role involves managing cross-functional teams to execute high-impact projects that drive growth and operational efficiency. By aligning advisory services with specific client needs, Moshe Michaeli directly impacts the firm's ability to deliver value across diverse industries. Michaeli maintains a focus on market-specific challenges, ensuring that the firm's advisory solutions remain relevant and effective in a global context. Through strategic management of client portfolios, the Managing Director supports the firm's commitment to helping businesses navigate complex financial landscapes with confidence and clarity.