List of Armanino Executive and Leadership Team

Leadership Overview

Armanino has 10 executives leading key functions including strategy, marketing, and financial advisory.

Driven by a commitment to client success, Armanino delivers deep industry expertise and practical insights, positioning itself as a premier alternative to national or Big Four accounting firms.

Leadership Roles at Armanino

Chief Executive Officer - Ann Morrice

Chief Executive Officer & Managing Partner - Matthew Armanino

Director, Chief Financial Officer Advisory - Stacey Zimmer

Director, Chief Financial Officer Advisory Services - Dori Daniel

Chief Financial Officer, Advisory Services - Roslynn Graves

Manager- Chief Financial Officer Advisory - Ca Gupta

Director, Chief Financial Officer Advisory - Elizabeth McMullen

Partner - Chief Financial Officer Advisory Lead - Thomas Brunton

Director, Chief Financial Officer Advisory - Debra Harshman

Chief Marketing Officer - Lori Colvin

Ann Morrice - Chief Executive Officer

Ann Morrice, the Chief Executive Officer at Armanino, directs the firm's overarching strategy and operational execution. Morrice focuses on driving growth and ensuring the delivery of exceptional client value across all service lines. This leadership role involves aligning departmental objectives with the company's mission to provide deep industry expertise and practical insights. Overseeing the firm's strategic direction, Ann Morrice ensures Armanino remains a leading CPA and consulting firm, recognized for its commitment to clients and communities. The Chief Executive Officer's responsibilities include fostering a culture of innovation and excellence, essential for maintaining Armanino's position as a Best of the Best accounting firm. Morrice's guidance supports the firm's expansion and its reputation for personalized attention and proactive client support, solidifying Armanino's market standing.

Matthew Armanino - Chief Executive Officer & Managing Partner

Matthew Armanino, the Chief Executive Officer & Managing Partner at Armanino, spearheads the firm's strategic vision and partner engagement. Armanino drives the firm's growth initiatives and cultivates its reputation as a leading CPA and consulting entity. This executive position involves guiding the firm's expansion and ensuring its core values of client service and community commitment are upheld. Matthew Armanino oversees the integration of audit, tax, and consulting services, ensuring a cohesive client experience. The Managing Partner's role includes fostering strong relationships with clients and internal teams, promoting the firm's distinctive approach of personalized attention and proactive guidance. Armanino's leadership ensures the firm continues to offer measurable value and specialized knowledge across diverse industries, reinforcing its status as a Best Places to Work.

Stacey Zimmer - Director, Chief Financial Officer Advisory

Stacey Zimmer, the Director, Chief Financial Officer Advisory at Armanino, leads critical financial advisory engagements for clients. Zimmer focuses on delivering strategic financial guidance and operational improvements to support client growth and stability. This position involves managing teams that provide CFO advisory services, ensuring clients receive practical insights and measurable value. Stacey Zimmer's expertise helps organizations navigate complex financial landscapes, offering an alternative to larger firms. The Director's responsibilities include fostering strong client relationships through consistent communication and proactive support. Zimmer's leadership ensures the delivery of high-quality advisory services, aligning with Armanino's commitment to deep industry knowledge and personalized attention for both private and public companies.

Dori Daniel - Director, Chief Financial Officer Advisory Services

Dori Daniel, the Director, Chief Financial Officer Advisory Services at Armanino, guides clients through complex financial challenges. Daniel concentrates on enhancing financial operations and strategic planning for businesses seeking expert CFO support. This role involves leading engagements that deliver practical insights and measurable value, reinforcing Armanino's reputation for specialized knowledge. Dori Daniel oversees the development and implementation of financial strategies tailored to client needs, ensuring proactive guidance throughout the year. The Director's responsibilities include fostering client trust through consistent communication and a deep understanding of their business requirements. Daniel's leadership contributes to Armanino's ability to support organizations that have outgrown local providers or seek an alternative to national firms.

Roslynn Graves - Chief Financial Officer, Advisory Services

Roslynn Graves, the Chief Financial Officer, Advisory Services at Armanino, directs the strategic financial guidance provided to clients. Graves ensures that advisory services deliver measurable value and practical insights, supporting organizational growth and efficiency. This executive role involves overseeing teams that offer comprehensive financial solutions, aligning with Armanino's commitment to deep industry expertise. Roslynn Graves focuses on enhancing client financial operations through proactive guidance and consistent communication. The Chief Financial Officer's responsibilities include managing complex financial projects and ensuring clients receive personalized attention. Graves' leadership strengthens Armanino's position as a trusted advisor for companies seeking financial expertise beyond traditional accounting services.

Ca Gupta - Manager- Chief Financial Officer Advisory

Ca Gupta, the Manager- Chief Financial Officer Advisory at Armanino, manages client engagements focused on financial strategy and operations. Gupta ensures the delivery of practical insights and actionable advice to support CFO advisory needs. This role involves leading project teams to provide comprehensive financial support, aligning with Armanino's commitment to measurable value. Ca Gupta focuses on enhancing client financial performance through proactive guidance and clear communication. The Manager's responsibilities include overseeing the execution of financial plans and ensuring clients receive personalized attention throughout their engagements. Gupta's leadership contributes to Armanino's ability to serve organizations seeking specialized financial expertise and a high level of dedicated support.

Elizabeth McMullen - Director, Chief Financial Officer Advisory

Elizabeth McMullen, the Director, Chief Financial Officer Advisory at Armanino, leads strategic financial initiatives for clients. McMullen focuses on providing deep industry expertise and practical insights to optimize financial operations and drive business growth. This position involves managing teams that deliver comprehensive CFO advisory services, ensuring measurable value for each client. Elizabeth McMullen oversees client relationships, maintaining consistent communication and offering proactive guidance throughout the year. The Director's responsibilities include ensuring Armanino's advisory services meet the evolving needs of private and public companies. McMullen's leadership reinforces the firm's commitment to personalized attention and its role as a trusted partner for organizations seeking financial acumen.

Thomas Brunton - Partner - Chief Financial Officer Advisory Lead

Thomas Brunton, the Partner - Chief Financial Officer Advisory Lead at Armanino, directs the firm's comprehensive CFO advisory services. Brunton spearheads strategic financial planning and operational enhancements for clients, ensuring they receive practical insights and measurable value. This leadership role involves guiding teams that deliver specialized financial expertise, reinforcing Armanino's commitment to client success. Thomas Brunton focuses on fostering strong client partnerships through consistent communication and proactive support. The Partner's responsibilities include overseeing the strategic direction of advisory engagements and ensuring alignment with client objectives. Brunton's expertise strengthens Armanino's position as a premier provider of financial guidance for organizations seeking an alternative to national or Big Four firms.

Debra Harshman - Director, Chief Financial Officer Advisory

Debra Harshman, the Director, Chief Financial Officer Advisory at Armanino, leads critical financial consulting engagements. Harshman focuses on delivering deep industry expertise and practical insights to support clients' financial objectives. This role involves managing teams that provide comprehensive CFO advisory services, ensuring measurable value and proactive guidance. Debra Harshman oversees client relationships, maintaining consistent communication and offering strategic financial direction. The Director's responsibilities include enhancing financial operations and supporting organizational growth through tailored solutions. Harshman's leadership ensures Armanino's advisory services meet the highest standards, reinforcing the firm's reputation for personalized attention and specialized knowledge across multiple industries.

Lori Colvin - Chief Marketing Officer

Lori Colvin, the Chief Marketing Officer at Armanino, directs all marketing and brand strategy initiatives. Colvin is responsible for enhancing Armanino's market presence and communicating its value proposition to a broad client base. This role involves developing and executing integrated marketing campaigns that highlight the firm's deep industry expertise and practical insights. Lori Colvin oversees lead generation efforts and brand positioning, ensuring Armanino is recognized as a top-tier CPA and consulting firm. The Chief Marketing Officer's focus includes driving client acquisition and retention through targeted outreach and thought leadership. Colvin's strategic direction supports the firm's growth objectives and its commitment to providing personalized attention and proactive guidance, reinforcing Armanino's competitive edge.

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Frequently Asked Questions Regarding Armanino Top Executives and Leadership Team

Who leads Armanino?

Armanino is led by Ann Morrice (Chief Executive Officer), along with executives such as Matthew Armanino (Chief Executive Officer & Managing Partner) and Stacey Zimmer (Director, Chief Financial Officer Advisory).

Who is part of Armanino’s executive team?

The executive team of Armanino includes leaders such as Ann Morrice (Chief Executive Officer), Matthew Armanino (Chief Executive Officer & Managing Partner), Stacey Zimmer (Director, Chief Financial Officer Advisory) and other senior executives.

How many executives does Armanino have?

Armanino has 10 executives leading key business areas.

What roles are included in Armanino’s leadership team?

The leadership team of Armanino includes roles such as Chief Executive Officer, Chief Executive Officer & Managing Partner, Director, Chief Financial Officer Advisory, Director, Chief Financial Officer Advisory Services, Chief Financial Officer, Advisory Services.