Trusted Advisor is back for the second year to announce the honorees of the Future of Business Management List, sponsored by Signature Bank.
With in-person events back in full swing and the entertainment space rapidly expanding, business managers have been busier than ever, whether their clients are in the music, gaming, professional sports, or creator space.
Trusted Advisor has dramatically grown its membership of entertainment advisors in the last year, which means coming across a number of excellent business managers who have inspired the second annual “Future of Business Management” list. All of the honorees on the list were nominated by top entertainment and music attorneys, artist managers, and other advisors that are regularly rubbing shoulders with the business managers.
“This year’s list highlights rising stars that are revolutionizing the field, alongside seasoned vets who are re-inventing ‘business as usual’ and those who are in between: who share the vigor and excitement to improve the financial security of their clients, while knowing the ins-and-outs of building a solid financial foundation an artist can rely on for decades,” said Matthew Hoffman, Founder and CEO of Trusted Advisor.
“Congratulations to all the Future of Business Management recipients. We’re pleased to sponsor this event with Trusted Advisor and recognize successful business managers who remain dedicated to navigating the complex and ever-changing music and entertainment industries,” said Cathie Wachter, Senior Vice President and Group Director at Signature Bank.
“The ‘Future of Business Management’ list recognizes talented business managers who are helping their clients navigate the music and entertainment landscape. These individuals are instrumental in driving the success of their clients and it is our honor to highlight their accomplishments and celebrate their achievements, and support them and their clients through our distinctive single-point-of-contact service model. As the industry continues to evolve, we are honored to continue supporting these business managers at all stages of their careers as they pave the way for the future of the industry,” said Steven Hamilton, Senior Vice President and Group Director at Signature Bank.
Peter A. Marra, Signature Bank Group Director and Senior Vice President, added: “Signature Bank’s diversified team of bankers serving the business management sector, coupled with our institution’s strong presence in both New York and California, effectively allows us to assist business managers in meeting their distinct client needs. We have been a trusted partner to business managers for many years and continually champion their ongoing success through our deep relationship with Trusted Advisor, which enables us to assist in this important initiative.”
This list is an all-encompassing collection of business managers who represent the ever-changing and exciting future of business management in the entertainment industry. The honorees are talented, hardworking, and innovative professionals who share decades of experience and are still bringing unique ideas to the table to change the industry.
It was wonderful to host the honorees at Zuma in New York City and The Luxe Hotel in Los Angeles for dinner and drinks with the Signature Bank team!
The one thing I am changing / want to change about business management… The level of education about what exactly a Business Manager’s role is within a team.
Name a key achievement you’re proud of in the last year (professional or personal)… Co-Founding 360 Business Management with Partner, Joshua Martin.
Reggie Gooden has over 20 years business experience, specifically in finance/accounting and entertainment. Reggie began his career in entertainment as a performer and music producer, completing several projects for hip hop artists and has previously run an independent record label. Reggie has also been an accounting professional for 20+ years, switching to Business Management because of his love for advocating for entertainment professionals.
The one thing I am changing / want to change about business management… I would like to increase the communication and transparency between clients and managers. I feel like a lot of clients come to us with no knowledge of their finances and it’s really sad.
My resolution for 2023 is… To spend more quality time with my family.
The best advice you’ve ever received… Choose your clients wisely. You should only take on clients that uplift your practice.
Josh Martin is a CPA with 10+ years of experience in tax and accounting with multinational companies, high-net worth individuals, entertainers, and families. His true passion lies in being the personal CFO and growing his client’s net worth. Josh’s clients include youtubers with millions of subs, NBA players, musicians, and actors. Josh is a member of the AICPA, CALCPA, and Talent Managers Association (TMA).
Your best end of year advice for clients… Put them 4’s up, it’s 4th quarter!
The one thing I am changing / want to change about business management… Banking for clients. They need dedicated mobile banking capabilities that work.
The best advice I was ever given (and who gave it to you)... Walk, don’t run. – Phil Sarna. It has stuck with me for years since leaving PSBM and starting my own firm, but it truly is one of the best pieces of advice I was ever given. I still have to remind myself daily of this.
Benjamin is Connecticut raised, but Florida certified. Hip/hop & Rap cemented him in a career long journey to facilitate a transparent accounting model fueled by an educational approach. He is raising 3 kids, a French Bulldog and enjoying the sun drenched beaches with his wife, and business partner, Shelby.
My resolution for 2023 is… In 2023 I am committed to more self care. Down time will help me better serve clients.
Name a key achievement you’re proud of in the last year (professional or personal)… I partnered with Patreon to launch a financial education YouTube show catered to Creators. The show offers easy to digest financial information: https://www.prweb.com/releases/2022/8/prweb18865211.htm
Belva Anakwenze is a California native and the proud Founder & Principal of Abacus Financial Business Management. Belva handles the financial affairs of entertainment professionals, creative corporate executives, and their closely-held businesses. This includes the facilitation and management of her clients’ accounting & bookkeeping, payroll, tax preparation, and nonprofit agencies. As the middle child of three siblings, Belva learned early on how to stand out and be different; her clients appreciate her ingenuity and aptness for managing financial matters.
Your best end of year advice for clients… Minimize your tax liability, but make sure you pay your taxes.
The one thing I am changing / want to change about business management… Redefining the word “management” to be much more and actually “managing” their business and how it translates to their personal business as well.
Name a key achievement you’re proud of in the last year (professional or personal)… Our Business has grown over 40% in volume.
Howard founded the firm 30 years ago with nothing and have grown to six offices and over 120 people because they give the highest-level service at reasonable fees and take very good care of our clients. Howard is a CPA by trade and enjoys a very active life outside of the business with an interest in all sports and traveling with his wife, three kids and three step kids. A great joy is having his three kids and wife work in the business with him and share common ground together.
Your best end of year advice for clients… Enjoy what you have and take an inventory for what you need and see if that aligns with what you want and then share with me so we can plan and strategize to make that happen.
The one thing I am changing / want to change about business management… Make it more user friendly to the clients so that information is safely, securely and cogently available to them at all times.
Born and raised in the NY Metropolitan area, Richard raised his family in the NY Metropolitan area and has spent 37 of his 39 professional years in Financial Services and Business Management. Richard has been working in Business Management since 1989. Bachelor’s degree from Vassar College. Automobile, motorcycle and aviation enthusiast.
Your best end of year advice for clients… If you don’t completely understand what a defined accounting term means, such as GAAP or GAS, and the ramifications it can cause down the road, don’t use the term as a “Buzz Word” in your license agreement.
The smartest person I know is… My Boss!
The one thing I am changing / want to change about business management… How business managers think about and approach royalty audits. Audits should be conducted thoughtfully and not based on knee-jerk reactions.
Lewis possesses 25+ years of royalty and contract compliance experience that transcends all types of intellectual properties, numerous industries, and a variety of deal structures. In addition to identifying, quantifying and recovering money for his clients, Lewis protects his client’s IP, provides clients with essential information, and improves clients’ license agreements. communicates clients’ understanding on how the license agreement should be interpreted and accounted for to licensees, and delivers additional value in many areas. Mr. Stark represents one of the largest and most active music buyers by conducting financial due diligence reviews on music publishing and master catalogs. He also provides litigation support and expert witness testimony, royalty administration and consulting.
My resolution for 2023 is… Not to stress over things I cannot control.
If I could have unlimited of any item it would be… Years of life.
In 2019 David merged his boutique business management firm into the multi-faceted national CPA firm Adeptus Partners LLC further expanding and diversifying the expertise of the combined entity. The company represents a diverse array of entertainment industry figures including John Legend, Chrissy Teigen, Wyclef Jean, Hailey Baldwin-Bieber, Estelle and Jessica Simpson. David is a member of the AICPA and New York State Society of CPA’s. David is also an attorney admitted to the New York State, Connecticut and Washington, DC bars. He has been honored by Billboard Magazine, The Hollywood Reporter and Variety for numerous consecutive years as one of the most respected and top business managers in the US.
Your best end of year advice for clients… Call me before you buy it!
My resolution for 2023 is… Keep going.
The best advice I was ever given (and who gave it to you)… Always look ahead. Great advice from my folks.
Alice is a New York City native, educated by CUNY. She was an English Literature major and her MBA followed after her kids started school. Alice feels lucky to enjoy what she does for a living.
Your best end of year advice for clients… Failing to plan is planning to fail.
My resolution for 2023 is… Don’t sweat the small stuff. If you are not going to stress about it six months from now, it is not worth stressing over now.
The one thing I am changing / want to change about business management… More awareness about the field and greater diversity.
Jennifer specializes in providing Business Management services to the entertainment industry, film production companies, music executives, artist management, entertainers, and professional athletes. Her areas of expertise include, complex accounting, tax, venture capital deals, and sports related businesses.
Your best end of year advice for clients… Think about what you want your next year to look like and hop on a call with your advisors to talk through your goals, wants, and anxieties. Money and emotions are not mutually exclusive and by visualizing where you want to go ahead of time and what will make you happy, we can help you get there!
My resolution for 2023 is… Getting my blue belt in Brazilian Jiu-Jitsu.
Anna is an entertainment business manager focused on servicing clients in the film, television, and theater industries. With a background in high net worth tax advisory and an passion for understanding human behavior and psychology, she has dedicated her career to learning about her clients and helping them craft their optimal financial futures while also supporting their creative goals and dreams.
Lorne Clark brings the experience of a scout, an agent, and one of the top business managers in the industry. Being well respected not only in sports and entertainment but also within the startup community, he brings a holistic approach to managing the lives and careers of his clients that few can rival.
Your best end of year advice for clients… Flexibility in income streams is extremely important right now. With so many variables between elections, wars, and market volatility, diversification is more important than ever.
The smartest person I know is… Probably Steven Sumners at Fusion CPA. He provides the backbone for our tax compliance and I’ve yet to throw over a question that he can’t answer.
Tate Henshaw executes for Grammy winners, NBA All-Stars, and international tech companies with the same laser focus that got him named as one of the top 40 accountants in America. His experience with tour accounting, royalty administration, and fintech give Arc the ability to rival services provided by the top business managers in the industry.
Your best end of year advice for clients… Do what makes you happy (or share what you want to do with the people around you). Your team will do their best to help make it happen. Even if you can’t get exactly what you want, your team will get you as close as possible (while balancing other goals and priorities).
The best advice I was ever given (and who gave it to you)… “When a great opportunity comes along, just say yes. It doesn’t matter if you’re busy or have other things going on. You’ll figure it out.” This was given to me by a mentor and retired Armanino LLP partner. I share this with others all the time. If you can apply this, it will push you to the next level or where you want to go faster.
With over a dozen years of public accounting experience, Crystal serves high-net-worth individuals, their families and their closely held businesses. She takes a personal approach to serving each client’s unique needs and implements strategies to help them optimize their personal goals while minimizing tax and other administrative costs. She specializes in income tax planning, multi-generational and succession planning, trusts and estates.
Your best end of year advice for clients… Accelerate deductions and delay income.
The smartest person I know is… My father.
Name a key achievement you’re proud of in the last year (professional or personal)… Launching Entertainment Industry and Business Management in NY for Armanino.
Craig specializes in business management, tax and financial planning for clients in the sports, arts, entertainment and media industries. His clients include actors, writers, directors, producers, musicians, photographers, models, filmmakers, influencers and athletes. Craig is passionate about his clients and provides concierge business management services so they can focus on their careers. Clients rely on Craig’s strategic advice in all aspects of their lives to help them achieve business and financial goals.
Your best end of year advice for clients… Spend the time to review and reflect on the current year’s financial and personal goals so that you can adjust and meet your future goals.
If I could have unlimited of any item it would be… Coffee!
The best advice I was ever given (and who gave it to you)… Follow your passions and the money will follow – My Father Ariolfo Mendez.
Julissa Quirk is a Business Manager with over twenty years’ experience working with high-net-worth families and entrepreneurs in the real estate industry. Her private industry and tax background help families and entrepreneurs manage their day-to-day needs as well as their long-term financial goals. She takes a holistic and collaborative approach when working with clients and their advisors.
Name a key achievement you’re proud of in the last year (professional or personal)… Growing and developing our NY Music team has been a challenging and rewarding experience, and I’m excited to move forward with our group!
The best advice I was ever given (and who gave it to you)… My Father told me “Navigating the river is sometimes difficult, but there are calm pools where joy can be found and excitement reigns.”
Ryan Robichaud is a Senior Manager in Armanino LLP’s Business Management practice. He specializes in working with entertainment industry professionals, providing strategic advice and goal-oriented reporting to musicians, actors, athletes, high net worth individuals and business owners. Ryan works in collaboration with an extensive network of outside advisors, including attorneys, insurance advisors, investment advisors and other family wealth specialists to develop a plan to preserve his clients’ long-term and short-term wealth. Outside of work, Ryan enjoys his time fishing and exploring the outdoors. He received a B.S. in music from New York University.
Your best end of year advice for clients… From a financial point of view, try and prepare for the unexpected.
The smartest person I know is… My wife.
My resolution for 2023 is… Get back into a pre-pandemic mind set of physically meeting with clients.
Peter started his career at Arthur Andersen in tax. He then moved to Parks, Palmer Turner and Yemenidjian. After six years in public accounting, Peter moved to a business management firm and ultimately became a founding partner of Philpott, Bills and Stoll.
In 2016, Peter formed the current boutique business management and multifamily office firm Bills and Stoll. He services high net worth clients both within and outside the entertainment industry.
The one thing I am changing / want to change about business management… Using advances in technology to make transactional work more efficient and thereby enabling us to focus more of our time on consulting and other value add services for our clients.
Name a key achievement you’re proud of in the last year (professional or personal)… 2022 has been a year of big milestones (both professional and personal). In January, I was promoted to partner at Bills & Stoll, and in August, I got engaged to my beautiful fiancée, Madeline.
Alec Stoll attended the University of California, Santa Barbara, and received his bachelor’s degree in Economics and Accounting. He started his career at PriceWaterhouseCoopers (PwC) where he worked in the audit practice for three years. Alec earned his CPA license while at PwC before he transitioned out of public accounting and into business management. He joined Bills & Stoll, LLP in 2016 and was promoted to Partner at the start of 2022.
My resolution for 2023 is… To focus on completing my new book: The Go-Better Entrepreneur – A Better Way to Build A Business to Create a Better Life and a Better World.
Name a key achievement you’re proud of in the last year (professional or personal)… I became the first Latino on the National Board of Certified Financial Planners. We also got named on Billboard Magazine top business manager’s list for the 6th year in a row and I shot my first television series for PBS called Opportunity Knocks.
Louis is co-founder and co-CEO of Business Management LAB in Irvine, California. Louis is a renowned national speaker, author, financial media segment expert, and wealth and business manager to some of the most iconic Latin artists, executives, and entrepreneurs in the entertainment industry.
The smartest person I know is… My husband.
If I could have unlimited of any item it would be… Tequila and bilingual client managers.
Name a key achievement you’re proud of in the last year (professional or personal)… Continue to build and grow a powerful business management firm for people of color.
Angie Barajas is the co-founder and managing partner of Business Management LAB, a firm that caters to the Latin Entertainment Industry. Angie has been named by Billboard Magazine as one of the top Business Managers for the last 4 years. Angie’s clients are some of the most iconic Latin performers and industry executives on an international level.
Your best end of year advice for clients… While all decisions need to be made before December 31st, clients should be working with their advisors all year to develop a sound plan that can be tweaked throughout the year.
If I could have unlimited of any item it would be… Time! More time for clients, more time for family and friends, more time to learn, more time for myself.
Jamie Montanio has nearly 20 years of experience in public accounting. She is the co-leader of our Business Management and Family Office (BMFO) Practice. Jamie’s tax background helps her clients save taxes, but her investment knowledge knows that all financial decisions do not revolve around tax savings, and Jamie knows how to strike a nice balance.
The one thing I am changing / want to change about business management… Integration of technology. Real time data and information is paramount to servicing our clients.
If I could have unlimited of any item it would be… Time. There are only so many hours in a day for clients, family, and yourself.
Douglas Cammarano is a partner at Citrin Cooperman’s Business Management & Family Office Practice with nearly a decade of accounting experience. He is a trusted advisor with a wide-ranging client base including high net worth individuals, actors, directors, writers, and producers, c-suite executives, entrepreneur’s, and musicians, providing business management services, tax compliance and structuring, investment consulting, and white glove/concierge services.
Your best end of year advice for clients… Don’t wait until year end for all of the planning! Be working with your Business Management team to make thoughtful and strategic decisions throughout the year.
Name a key achievement you’re proud of in the last year (professional or personal)… I am very honored this year to have the opportunity to join Citrin Cooperman as a partner in their Business Management and Family Office division. I have found a wonderful team of partners and accountants to collaborate with and I am excited to continue to explore the benefits and opportunities this provides for me, my team members, and most importantly my clients.
With over 12 years of experience in business management in the music and entertainment industries, serving high-net-worth individuals in music, film, and television, Lauren has a very hands-on approach with her clients. She believes in helping clients be more educated regarding their business, finances, and approaches it in a way that is easy to understand.
If I could have unlimited of any item it would be… The technology stack.
Name a key achievement you’re proud of in the last year (professional or personal)… Joining Citrin Cooperman.
Marc Rottenberg is a partner in the firm’s Beverly Hills office with almost a decade of experience providing full-service business and personal financial management services to the entertainment industry and high net worth individuals. Marc brings a wealth of knowledge and experience to his business management clients, providing the financial guidance necessary to lead them in the creation of secure financial futures and long-term peace of mind.
Prior to joining Citrin Cooperman, Marc was a founding partner of OLC Management, Inc., a premier business management firm in the entertainment industry based in Beverly Hills, CA.
Your best end of year advice for clients… Define priorities, ask questions, and work closely with your team of advisors to develop a solid financial plan for the year 2023. Persisting inflation, volatility, and higher interest rates require special focus in areas such as tax planning, budgeting, and debt restructuring.
My resolution for 2023 is… Focus on creating and nurturing meaningful relationships.
Maria is a director in the firm’s Business Management and Family Office Practice with over 15 years of accounting experience. She offers a full range of advisory and tax compliance to both individuals and corporations in the arts, music, and entertainment industries. Maria works closely with a variety of clients in these industries, including musicians, actors, directors, record producers, screenwriters, songwriters, music publishers, dance companies, DJs, record labels, digital services providers, production companies, models, antique dealers, art collectors, and art galleries.
My resolution for 2023 is… Share knowledge in the workplace.
Name a key achievement you’re proud of in the last year (professional or personal)… Welcoming my second child into this world.
The best advice I was ever given… Stay true to yourself!
Yana Romano is a Senior Manager in NKSFB’s Business Management practice based in NYC and Garden City. For over 20 years, she specialized in working with entertainment industry professionals, providing strategic advice and solutions to actors, musicians, film and television directors, writers and producers, entrepreneurs, and executives in the entertainment fields.
If I could have unlimited of any item it would be… Time. It would be great to have more time in life to be able to enjoy everything rather than picking and choosing due to the limits of time.
The best advice I was ever given (and who gave it to you)… To not be afraid to ask for help, in fact it is extremely powerful as most people will want to help.
Brandy specializes in business management and taxation needs for entertainment and high net worth individuals. Brandy takes on the financial planning for some of the industry’s leading players. This includes helping them achieve their personal financial goals, making informed investment decisions and managing their day to day financial affairs. She has strong expertise in tax planning, estate planning, budgeting, risk management and consulting for high net worth individuals. In addition, Brandy has experience with corporate taxation and nonprofit organizations.
Your best end of year advice for clients… Don’t make financial decisions in panic. We’ve positioned our clients to withstand market downturns.
The one thing I am changing / want to change about business management… My goal is to educate young people about the career opportunities in business management.
Name a key achievement you’re proud of in the last year (professional or personal)… Being honored as a top business manager in Variety, THR, Billboard and Trusted Advisor all in the same year.
Mark’s long history of reliable service has made him a go-to for clientele in and around Hollywood, from actors and directors to international executives and entrepreneurs. He oversees his clients’ affairs by providing budgeting and cash flow planning as well as incorporating insurance review, estate and tax planning into his management activities. Financial and business management is complicated and constantly shifting, markets can be volatile. Tax laws change and risks exist today that did not exist just a few short years ago.
Your best end of year advice for clients… Don’t go broke trying to look rich. Save your money now so you can retire later.
If I could have unlimited of any item it would be… Time.
Sally is a tax attorney with over fifteen years’ experience in tax, accounting and business management. Sally holds a Juris Doctorate degree with a taxation law certificate from DePaul University College of Law and a Bachelor’s degree in Finance from Northeastern Illinois University. Sally enjoys thinking outside the box, providing tax advice, and singing karaoke.
Your best end of year advice for clients… Take a goal that you couldn’t complete this year and make it your priority for the next year. Sometimes, this relates to investing in real estate of spending less. Whatever it may be, the goal is not lost.
Name a key achievement you’re proud of in the last year (professional or personal)… Personally, furthering my continued education by becoming certified in Financial Accounting through Harvard Business School Online. Professionally, applying to become an Enrolled Agent.
Tracy A. Miller is a Los Angeles based Business Manager and VP of Operations at Empower Business Management, Inc. Tracy represents musicians, DJs, social media influencers, and television and film stars in the entertainment industry. She has been with the company for over 5 years working directly with clients to help meet their personal and financial goals.
Your best end of year advice for clients… Do not rush ahead. Let us work together to figure out the best game plan for year end profits and your current situation.
The one thing I am changing / want to change about business management… I want the business to be more than bookkeeping, tax and paying bills. The real goal is to take clients’ success and change their lives with great advice that builds multi generational wealth.
If I could have unlimited of any item it would be… Time! Time for my family, clients and myself!
Business Manager, Entertainment Attorney and Entrepreneur with experience in finance, law and management. Specific experience with negotiations, drafting, litigation, audit, entertainment labor unions, music recording and other agreements, music royalties, estate planning, taxes, financial planning, investments, insurance, real estate, business acquisition and start ups.
Eduardo J. Pabellón is a Managing Director with Gelfand, Rennert & Feldman, LLC, a leading business and financial management firm. He manages the financial and related business affairs of musicians, artists, actors, and high-net-worth individuals. Mr. Pabellón began his business management career in 2007 at GLWG where he worked in the Newark, DE office in the business management practice, focusing on accounting and financial management for iconic music artists, entrepreneurs, and other high-net-worth individuals. In 2009, Mr. Pabellón relocated to the Los Angeles office of the firm, which by then became Wasserman, Grossman & Sloan, LLP. In 2019, WG&S, LLP was acquired by Gelfand, Rennert & Feldman, LLC.
My resolution for 2023 is… Resolutions for 2023 is to build up cash reserves while continuing to invest in the market. Although the market is inflationary doesn’t mean sit out, we must remain aggressive.
Name a key achievement you’re proud of in the last year (professional or personal)… I think one of my proudest moments this year was when my team and I were able to secure an SBA SVOG grant for a few of our clients. This will help our clients with their touring costs which were non existent a year ago due to Covid.
Darin has been working in Business Management for about 15 years. His clients consist mainly of the Music industry – touring, publishing and royalty management. Darin’s clients are also in the Film & TV industry and also high net worth individuals. The main advice that he tries to convey to his client is, yes, it’s good to make tons of money, but it is better to keep some of it. That’s the goal. Darin is passionate when it comes to putting clients’ needs first. Being a good listener has been the key to his success.
Your best end of year advice for clients… It is not sexy but don’t ignore our tax planning. It ensures success for years to come.
If I could have unlimited of any item it would be… Time.
The best advice I was ever given (and who gave it to you)… To never stop learning and challenging yourself – My Grandfather.
Brandon Klein joined GRF in 2008. He is a graduate of UC Berkeley. He works with touring artists, actors, writers, directors, influencers and executives. Brandon is very involved in the management and planning of his clients personal and business affairs in order to ensure their long term success.
If I could have unlimited of any item it would be… Time.
Name a key achievement you’re proud of in the last year (professional or personal)… Passing the Series 65 exam and becoming an Investment Advisor Representative.
David has over 15 years of professional experience in the financial services industry advising high net worth clients on a variety of financial planning, investment, and tax-related issues. David is a Director with Miracle Mile and provides investment advice to his business management clients through the firm. He is also a CPA and Partner with Goodfriend & Jacobs, a boutique family office, business management, and CPA firm located in Santa Monica.
Your best end of year advice for clients… Plan, plan, plan. Maximize those tax deductions and those pension contributions so you can live well not just today, but well beyond when you retire.
The one thing I am changing / want to change about business management… I’m striving to make our firm the most cutting edge firm in the industry.
Name a key achievement you’re proud of in the last year (professional or personal)… Becoming a partner and my wife and I becoming pregnant with our first child.
Kyle Breslow is a partner at Goodfriend & Jacobs. He is a CPA and has a background in entertainment taxation and business management. Kyle graduated from Cal Poly SLO where he majored in accounting. Kyle’s favorite aspect of working with entertainers is the positive impact he is able to have on his clients’ lives and the appreciation he receives for his work. Kyle seeks to grow the firm but never to the extent that the firm loses its key ingredient that makes it different. Being a boutique firm, G&J has a competitive advantage in that the firm is able to provide a very hands on and personal approach to helping clients.
Rachel has built her career in business management working with clients and their teams to execute financial plans and achieve business goals. Her clients represent a broad spectrum of the entertainment industry from traditional to digital.
Vera is a CPA with over 15 years of business management experience. Clients include a wide variety of entertainment professionals and many high net worth individuals outside the industry. She specializes in international tax planning.
As a business manager, Deborah maintains excellent verbal and written communication with high net worth high profile individuals in the entertainment industry while handling tax management and daily accounting.
Name a key achievement you’re proud of in the last year (professional or personal)… Purchasing a home.
The best advice I was ever given (and who gave it to you)… I’ve received wisdom from many mentors throughout the years, but as generic as it is, “Ask for forgiveness not permission” remains relevant. Also, a good friend and mentor of mine, who spent many years as an entertainment attorney, recently told me in so many words ‘Entertainment is a referral business; the way you take ownership, garner respect and set the tone with your clients now, creates the narrative that’s associated with your name’ (Michael Traylor).
Erika Hill is a CPA and Business Manager skilled with over 12 years experience in accounting, individual and business taxation and advisory services for partnerships, corporations, trusts, and private foundations. With her passion for financial literacy, she simplifies subject matter that often overwhelms clients and equips them with the tools to access financial wellness. Erika is happily married, loves live music and enjoys self-care practices such as hiking, high intensity interval training, and maintaining a balanced lifestyle.
Your best end of year advice for clients… Maximize retirement contributions.
My resolution for 2023 is… Get outside more.
The one thing I am changing / want to change about business management… Providing clients greater transparency into their finances and utilizing new technology whenever possible.
Travis Guterman, CPA is a business manager for digital content creators, traditional entertainers, and Professional Athletes. He graduated with Honors, Distinction, and magna cum laude from the University of Arizona, Tucson with a BS in Agribusiness Economics and Management. He received his Master of Business Taxation from the University of Southern California Marshall School of Business. After working in finance at TCW and at the Israeli startup BITES, Travis joined the celebrity business management world where he quickly made an impact. Travis participated in the Jewish Federation’s Community Leadership Institute and currently sits on their Jewish Incubator Grant committee.
Name a key achievement you’re proud of in the last year (professional or personal)… Traveling Europe with my family before my daughter headed to college.
The best advice I was ever given (and who gave it to you) … “Individuals don’t win in business, teams do.” – Sam Walton.
“You can’t always control what is happening around you, but you can control your attitude.” – From my mother and grandmother.
Mara Hofman is a Business Manager Partner at HCVT. She has significant experience providing personalized business management, family office, and accounting services for entertainment clients, high-net-worth individuals, and their related business entities. Mara’s clients include television and film finance companies, actors, directors, writers, producers, and talent managers. Mara is a CPA and a member of the American Institute of CPAs and the California Society of Certified Public Accountants.
Your best end of year advice for clients… Start preparing for next year – especially knowing that Q1 traditionally is a slow period for brand deals.
The smartest person I know is… Several of our clients are off the charts in business savvy and intelligence – think Alexandra Botez, Graham Stephan, and Carter Sharer.
My resolution for 2023 is… Developing content that interests creators in improving their finances.
Karat Financial is building better financial products and services for creators – including business cards with terms based on social stats as well as bookkeeping/ tax prep services. Karat is backed by co-founders of Twitter, Twitch, and YouTube and works with the largest creators in the world today.
The one thing I am changing / want to change about business management… We see the industry through the lens of partnerships over competition – we’ve referred many Karat cardholders to other business managers!
The best advice I was ever given (and who gave it to you)… Try to align your head and heart as much as possible- so when you want to do something, don’t get in the way of yourself by overthinking it. Advice shared from Misha Esipov.
Karat Financial is building better financial products and services for creators – including business cards with terms based on social stats as well as bookkeeping/ tax prep services. Karat is backed by co-founders of Twitter, Twitch, and YouTube and works with the largest creators in the world today.
With a Sports Management degree from the University of Michigan, Jason interned at CAA Sports and later moved to Phoenix, AZ to work for the Arizona Cardinals. A career in sports was a childhood dream, but it was his experience working at a newly formed, boutique talent and literary agency called Verve that shifted his focus away from sports and toward Hollywood. He was attracted to the vivaciousness and energy of the burgeoning entertainment company but realized that the finance aspect of the industry suited him better than the deal-making. So, Jason followed the fabled mythological tale of the hero’s journey in the spring of 2014 and ventured to Kessler, Schneider & Scheltinga, the firm that his father had founded 28 years prior. Now licensed with a CPA and Master’s degree in Taxation, Jason’s clientele includes actors, showrunners, producers, and other individuals within the entertainment industry. He also represents prominent management companies and agencies including Verve, in true Hollywood fashion.
My resolution for 2023 is… Further align my firm’s purposes with our clients and surrounding teams. We’re on the precipice of incredible things as we hone in on this.
The one thing I am changing / want to change about business management… The vision, the landscape. Business management is likely the most antiquated part of entertainment. We need to push ahead and create a new future to match the way our clients now work.
The best advice I was ever given (and who gave it to you)… Protect Ya Neck – Wu-Tang Clan.
Kristin Lee is an international entertainment business manager with over 20 years in the industry. In 2021, she was named one of Variety Magazine’s Elite Business Managers and The Hollywood Reporter’s Six Ones to Watch. She is a member of Women in Music and is now a Board Member for Trusted Advisor and Play Forever.
The smartest person I know is… Andrew Ullah. He is one of my cofounders at RYLTY and serves as our Chief Royalty Officer. Early in my career I had a firm partner tell me that a business manager’s knowledge needs to be an inch deep and mile wide. I don’t think he was wrong. However, when I look at Andrew, I see a guy whose subject matter knowledge is so extensive that it seemingly has no bottom. The guy is a savant.
My resolution for 2023 is… My New Year’s resolution is to narrow my focus to what really provides value to our clients. When you are the founder of a small, young firm, you must wear every hat in the organization. Now that Leftbrain has doubled in size for our third straight year and we have a team of incredibly experienced professionals who really buy into our mission, I would like to take a few of those hats off and level up our organization by finding new and better ways to serve our clients.
Nicholas Judd is the Founder/CEO of Leftbrain, a leading technology incubator and financial services firm specializing in musicians and the music industry. Beginning his career at Gelfand, Rennert & Feldman, LLP, Judd transitioned to SFX Entertainment before launching his own company Judd Financial LLC. Judd founded Leftbrain in 2019 and has been featured on Billboard’s Top Business Managers list, the Trusted Advisor’s Future of Business Management list, and CPA Practice Advisor’s 20 Under 40 Top Influencers. Judd received his MBA from the University of Chicago and currently splits his time between Los Angeles, CA and Stowe, VT with his wife and newborn son.
Wilbo Harrell is committed to aligning with the best financial and accounting professionals for Lifeline Financial Group’s fun, fast-paced and energetic wealth management practice. He serves world class, influential figures in professional sports and entertainment.
Lifeline is more than just a company. They are a movement, driven to build generational wealth for their clients. Their commitment to integrity, service, excellence, accountability, and family are what sets them apart.
Lifeline’s team of accountants and financial professionals are vigorously ambitious and passionate about leaving their imprint on the firm, the lives of their clients and in the community.
The one thing I am changing / want to change about business management… Increasing the focus on financial education as a core part of our profession. I love talking with clients and spending all the time necessary to talk through any questions they have about their finances or to help expand their understanding of financial concepts. Our job may be to manage their money, but increasing personal financial knowledge is something that can’t be outsourced yet can have an immeasurable impact on creating generational wealth.
Name a key achievement you’re proud of in the last year (professional or personal)… Being able to help a client achieve all of her short term goals ahead of schedule and having the fun conversation of needing to set new goals sooner than expected.
Laura is a Business Manager and CPA with over 16 years of experience working with the entertainment industry. Laura specializes in business management, lifestyle management, and taxation services for entertainers, athletes, and high net worth families. This includes helping clients manage their day to day finances as well as achieve their short and long term financial and life goals.
Your best end of year advice for clients… Reflect on the triumphs and failures of this past year. Make sure you build on the triumphs, and never make the same failures again.
The smartest person I know is… The one who knows what they don’t know and is confident enough to ask questions.
My resolution for 2023 is… To give more good news than bad to clients.
Justin Kobay is a Partner at LL Business Management, Inc. and its affiliate Seckendorf Hasson Reilly & Kobay CPA’s, LLC. Justin’s passion for music combined with his accounting/finance experience led him to make the transition into business management. Since then, he has grown LL Business Management’s client base to include some of the most successful recording artists, producers, songwriters, entrepreneurs, and executives in the industry. At LL Business Management, Justin specializes in all aspects of client representation on both a professional and personal level. Additionally, he is well versed in foreign and domestic tax issues for Artists performing in the U.S. and internationally.
The smartest person I know is… My wife.
Name a key achievement you’re proud of in the last year (professional or personal)… Speaking at TwitchCon.
Juan Rodriguez is the Founder of Lodgz Financial PLLC, a boutique business management firm serving talent in content creation, gaming, and esports. He is a graduate from Auburn University, where he received his undergraduate degree in accounting in 2018. He is also a CPA in the state of Florida. Before launching his firm, Juan was an Auditor at big-four public accounting firm Ernst & Young.
My resolution for 2023 is… Now that the entertainment world is back and kicking again, with touring up and running, movies and streaming almost at its previous pace, I genuinely want to help all my clients not only prosper but also educate them on this complex world they have often been thrown into. With the right decision, we can get them to the point of financial freedom at a young age. My clients are immensely talented and need to focus on their craft. However, I don’t see my job as telling clients what to do but showing them the path to true prosperity.
Name a key achievement you’re proud of in the last year (professional or personal)… Joining MGO to lead their Entertainment, Sports, and Media practice. The entertainment industry is rich with new revenue opportunities, and our clients need sophisticated guidance. In my new role, with MGO’s incredible capabilities, I can elevate our solutions to deliver what our clients need most.
Tony Smalls is the leader of MGO’s Entertainment, Sports, and Media (ESM) practice. Smalls has more than 25 years of business management and tax experience serving top athletes, high-net-worth individuals, and culture-defining entertainers. His experience includes accounting, finance, tax strategy, financial planning and analysis, financial reporting, and contract/deal negotiations. He has also worked with due diligence teams on prospective investments including television productions and live music tours.
Your best end of year advice for clients… Prepare for the downturn in the economy. This looming recession could be an amazing opportunity if you’re properly prepared.
The smartest person I know is… My fiancé. She keeps me grounded and focused. Nobody plays a better devil’s advocate!
The one thing I am changing / want to change about business management… Is the diversity in this space. There are not many business managers who look like me and come from the places I come from. This diversity is a benefit to clients & we use it to our advantage.
Born in Phoenix, Arizona to Nigerian immigrants, Buwa worked at Ernst & Young LLP before making his transition into business management. He’s taken his experience auditing and advising Fortune 500 companies and applied them to helping individuals chart their financial lives and build / maintain wealth.
Your best end of year advice for clients… Take a moment to acknowledge and celebrate your victories that you work so hard for; life is too short otherwise.
The one thing I am changing / want to change about business management… It’s important to not just perform the work, any qualified professional can do that; you have to make sure that you’re engaged with your clients…walking them through how their financial decisions affect their desired financial outcome. It’s all about financial literacy.
The best advice I was ever given (and who gave it to you)… Never assume! This was given to me by my first boss, Fred Altman.
Elizabeth Campos has been a Business Manager for 25 years now representing clients in film/tv, music, sports and so forth. She is passionate about what she does and who she serves.
Your best end of year advice for clients… Adhere to your budget so that you are ready for money making opportunities.
My resolution for 2023 is… Continue to build on the success we’ve had at Manhattan West.
The one thing I am changing / want to change about business management… Empower our teams to challenge the status quo and welcome change to evolve.
Jack Sinoryan is a Director of Operations at Manhattan West where he oversees the financial and business affairs of high net-worth individuals, actors, musicians, directors, writers and producers. Jack began his business management career in 2007. He believes that Business Managers are the quarterback of their client’s financial and business matters. He works with the team to assess a client’s financial needs and develop strategies to achieve their goals. Jack prides himself on the ability to manage the big picture without losing focus on the critical details.
Your best end of year advice for clients… Have some dry powder ready to deploy.
Alex is partner-in-charge of business management at MGGGY LLP specializing in film/tv, social media, music and sports. Alex is also an advisor to numerous family offices with a focus on real estate.
The smartest person I know is… My wife.
Name a key achievement you’re proud of in the last year (professional or personal)… Continued growth of our business management department.
Justin is a Partner in the Business Management group at MGGGY and is a trusted advisor to his diverse and international client base including actors, writers, directors, musicians, comedians, influencers, athletes, entrepreneurs and high net worth individuals in the entertainment industry. He advises clients in all aspects of their financial lives and provides high quality personalized services to fit their needs. Justin is experienced in tax planning and accounting strategies and guides clients to maximize and preserve wealth.
The one thing I am changing / want to change about business management… Universities and Colleges to have Business degrees tailored to the entertainment industry.
Name a key achievement you’re proud of in the last year (professional or personal)… Professionally, the overgrowth of our firm. Personally, obtaining a build permit for our new home after 4 long years of planning.
The best advice I was ever given (and who gave it to you)... Diversity in leadership means diversity in thought.
In 2018, Van joined MGGGY and became a partner in 2021. She is business manager and tax advisor to her clients which include high net-worth individuals and families, entrepreneurs, entertainers, writers, directors, showrunners and producers.
My resolution for 2023 is… Maybe it’s a little early, but buying land on mars.
If I could have unlimited of any item it would be… Food to be distributed to others in need.
Paul Zukowsky began his career at a New York based accounting firm and became one of the youngest CPAs to make partner. Paul made his mark in the areas of tax and accounting services during his tenure there, while developing proficiencies in a variety of industries, including the entertainment and modeling industries. While partner, Paul became head of the business management department. In 2001, with the desire to concentrate on business management, Paul joined MLM. In addition to his diverse entertainment practice, he maintains one of the more influential accounting and business management practices in the modeling and fashion industries.
Your best end of year advice for clients… It’s not what you earn, it’s what you keep.
The one thing I am changing / want to change about business management… Continuing to move towards a 100% paperless, checkless system while adding much more data security.
The best advice I was ever given (and who gave it to you)… Treat people with respect and kindness and you’ll get that in return (my parents).
Harley Neuman has been in business management for over 30 years. He has represented some of the highest-profile names in the entertainment business, including actors, writers, producers, directors, recording artists and executives.
My resolution for 2023 is… Carve out more time to zoom out and think strategically about our firm and our clients.
The one thing I am changing / want to change about business management… Visibility about Business Management as a career to college grads. I talk to students who only know about the “traditional” accounting path with the big 4 firms. I think that Business Management offers a great career path and as an industry we need to be tapping into the talent pool coming out of college.
Ryan Conlon is responsible for managing the business and financial affairs of high net worth individuals in the entertainment industry, including actors, writers, directors, producers, musicians, authors and entertainment executives. Prior to Business Management, Ryan had a diverse career holding leadership positions on national concert tours and a jazz record label, and was engaged as a finance and strategy consultant for AEG Live and Goldenvoice. He holds a Bachelor’s Degree in Business Administration from Texas A&M University and a Masters Degree in Business Administration from the University of Southern California. He is also a member of the California Society of Certified Public Accountants.
The one thing I am changing / want to change about business management… There’s a lot more to being a great business manager than simply being a great accountant. Empathy is important, communication is important, the client experience matters. We aim to provide the best service possible to each of our clients, and often that requires a thoughtful tailored approach. As a leader of a business management firm there’s a responsibility to celebrate the extra effort and skill required to deliver that.
Name a key achievement you’re proud of in the last year (professional or personal). Since 2020 I’ve led a large-scale overhaul of our internal talent development program alongside the firm’s President, Mike Merriman. In the last year, I’m proud to say that the program has exceeded expectations with the best improvements coming from our other emerging leaders at the firm.
Bryan began his Business Management career with Parr3 in 2014 shortly after moving to Los Angeles. Over the years he has worked directly with the firm’s diverse roster of entertainment clients while helping to build new systems and training programs for all staff. As the Director of Business Management Bryan guides and supports Parr3’s 35-person business management team to facilitate the firm’s growth and unique culture.
Name a key achievement you’re proud of in the last year (professional or personal)… I’m an avid mountain biker, I set the goal to ride 4,000 miles and climb over 400,000 feet in 2022 and I’m on pace to hit it.
The best advice I was ever given (and who gave it to you)… Do what you say and say what you do.
Brandon Russell is an executive account manager at Parr3 LLC. Brandon graduated from the University of Southern California with a major in music industry and a minor in jazz studies. Since 2015, he’s been at Parr3 working hand in hand with clients and developing systems catered to each of their businesses. He has a passion for helping artists navigate the industry and empowering them to be effective CEOs.
Your best end of year advice for clients… Be sure to check your tax projections and have a proactive planning session with your advisors.
My resolution for 2023 is… Spend time on fulfilling projects and loved ones.
The one thing I am changing / want to change about business management… Continual improvement in client communication and cloud based accounting systems.
Robert graduated from the University of Florida’s Fisher School of Accounting and became a Certified Public Accountant shortly thereafter. He worked for 10 years for a large regional CPA firm and developed an entertainment niche practice. Robert has been an owner and partner of an entertainment business management firm for over 20 years.
Your best end of year advice for clients… start strategic and financial planning early in your career. Bruce helps ease clients’ financial worries by working with artists and their representatives to create and implement action plans for economic alternatives due to the lost revenues associated with canceling touring activities over the past few years.
Name a key achievement you’re proud of in the last year (professional or personal)… Bruce and his Royalty team have paid particular attention to their client’s catalogues. They have also been involved in the valuation of their client’s publishing catalogues for the possibility of a potential sale. In addition, they have constantly been reviewing all catalogue revenue platforms to maximize cash flow for their clients. Bruce has made this a strategic importance since touring revenue has suffered a significant downturn.
Bruce I. Kolbrenner is a Partner in the Advisory Department of Prager Metis CPAs, a member of Prager Metis International Group. He also serves as the Managing Partner – Los Angeles, CA Office. Bruce has an expertise in the Music & Entertainment industry. He has specialized in all facets of accounting and business management for high-net-worth individuals in the entertainment industries and their affiliated entities. His specialties include business management, tour accounting, royalty auditing, and tax and valuation services. Bruce is also a noted expert witness testifying in entertainment-based cases for over 30 years. Bruce assures clients’ satisfaction by understanding and acting as an advisor on their day-to-day personal and business financial affairs.
My resolution for 2023 is… Finish co-writing a book of personal wins in the entertainment industry.
The best advice I was ever given (and who gave it to you)... “Your reputation will always precede you. Let it provide an opportunity, not opposition.” One of my mentors and I discussed early in my career how important it is to balance your personal brand with your authenticity. We have to acknowledge and respect that all humans are different, and there may be biases, experiences, and a difference of opinions.
Lahteefah Parramore is a Partner in the Entertainment and Business Management groups of Prager Metis, a member of Prager Metis International Group. She has more than 20 years of experience in the accounting industry. Lahteefah believes in three key elements when advising clients: understanding what each client wants, helping clients align their financial goals with what they need, and connecting clients with the resources to meet their goals. Her expertise includes business management, tax and business strategic planning, cash flow management, budget preparation and monitoring, and royalty accounting and audits. Her experience in running an independent record label and negotiating artist’s ventures with LaFace Records and Artemis Records has helped her during current client negotiations and related ventures.
My resolution for 2023 is… To continue prioritizing life in the business and figure out what’s important. You can’t be a one-man show. Working collaboratively with a team and enjoying the people around you is vital.
The best advice I was ever given (and who gave it to you)... You can always do more; as long as you’re proud of what you’ve done, it’s enough.
Thomas Smith is a Partner of Prager Metis CPAs, a member of Prager Metis International. He also serves as Partner-in-Charge of the Entertainment & Music group. Thomas has over 20 years of experience in the accounting industry. Thomas is always available for his clients and treats all his clients as if they were his own. Thomas provides business management, consulting, tax, and accounting services to a varied client base, including businesses, individuals, entertainers, and their families.
If I could have unlimited of any item it would be… Time.
The best advice I was ever given (and who gave it to you)… Work hard. Have fun. – My father.
Phil Sarna is the Senior Managing Director of PS Business Management, LLC; the firm he founded in 2002. After graduating New York University’s Stern School of Business with a Bachelor of Science in Economics & Accounting, he worked for several prestigious international accounting & financial firms before setting his sights on business management in 1993. He launched PSBM with the goal of finding like-minded financial professionals with a passion for serving and protecting the artists and their work. Over the course of his career, Phil has worked with some of the most talented and successful artists in film, music, fashion & sports, guiding their lives and tapping into their financial spirit. Some of his clients include Billie Eilish, Camila Cabello, Sara Bareilles, Arcade Fire, Halsey, The National, Benny Blanco, and Lizzo.
The smartest person I know is… My daughter. At 12 she knows more about life, how to treat people, and how to view things critically and optimistically, than most adults I know.
My resolution for 2023 is… I’m not really a new year’s resolution person. I’m much more of a daily intention type. Making commitments to do better just once a year is far from what I need to keep up. Trying to remind myself daily or even moment to moment is what I find helpful.
Name a key achievement you’re proud of in the last year (professional or personal)… Opening our Nashville branch and growing an incredible team here.
Tara Moore is a Managing Director and partner at PS Business Management. PSBM now has 4 locations across the country. The latest opened in 2021, when Tara moved to Nashville to open the music city division of the firm. Tara loves supporting her artists, entertainers and athletes in this fascinating and ever evolving industry.
The one thing I am changing / want to change about business management… Making sure the clients understand how the contracts work.
Name a key achievement you’re proud of in the last year (professional or personal)… Part of one of the biggest catalog sale in the Latin Music Industry.
The best advice I was ever given (and who gave it to you)… Always stay grounded – Phil Sarna.
Juan Cumbe is a Hunter College graduate with a BS in Accounting, and has been with PS Business Management since 2011. Specializes in client and team interactions, developing individualized ways to communicate financial information based on his clients’ needs. Particularly skilled in the areas of royalty accounting and contract interpretation. Have Been part of Catalog sales totaling over 100 million in the last 3 years.
Your best end of year advice for clients… Take time to reflect on the year that’s past and see if you’ve met your goals. If not, make sure you regularly discuss with your team of professionals so they can do your best to help you attain in the upcoming year.
If I could have unlimited of any item it would be… How about TIME please?
Name a key achievement you’re proud of in the last year (professional or personal)… Celebrated my 13th year at PSBM!
With a background in music business and the arts, Cat has found a true home for her passion in supporting artists as well as her knack and love for numbers. She finds joy in helping, fostering, and watching the growth in her clients as well as her incredible Account Managers and Associates at the firm who continue to help our team and the firm advance.
Your best end of year advice for clients… Make sure you have solid projections done so there are no surprises in April. Also consider tax-loss harvesting this year as the financial markets have been down.
The smartest person I know is… My wife and daughter.
Name a key achievement you’re proud of in the last year (professional or personal)… Completed a Merger with my firm and another firm.
Mr. Grubman is a Certified Public Accountant with over 35 years of experience in public accounting. Mr. Grubman formerly served as the managing partner of Tanton Grubman CPAS, LLP. Rob joined Schulman in 2022 Rob specializes in tax, consulting and business management for entertainment and lifestyle companies. He represents music artists and producers, clothing designers and retailers, interior designers, marketing/public relations firms and several iconic modern artists. His clients include many of the highly regarded companies in the digital marketing and social media arena. His financial guidance places individuals and business owners on a path to greater profitability and efficiency.
Your best end of year advice for clients… Review YTD financial statements (even if approximate) immediately before or after Thanksgiving so that you have enough time to make appropriate year end decisions and moves that will put you in the best position to succeed in the new year!
Name a key achievement you’re proud of in the last year (professional or personal)… Joining forces with my long time friend Jon Donenfeld, CPA. We are a very young, fast growing firm and are looking forward to widening our client base and offering additional services in 2023 and beyond!
Anil Melwani, CPA grew up in Great Neck, Long Island, and graduated from Babson College with a Concentration in Accounting in 2001. He is a member of the New York State Society of CPAs, and has been a New York State CPA since 2005. Anil started his own firm in 2008 and his main focus has been on the hospitality, entertainment, food & beverage industries, along with clients who face various types of international tax issues and many people who work with the United Nations and foreign governments. His knowledge of the inner workings of businesses and their tax obligations, coupled with his experience as a professional auditor at Deloitte, has enabled him to be a very highly regarded accountant and business advisor. Anil recently merged his practice with JLD Tax & Accounting and will be the Partner in charge of the N.Y.C. and South Florida offices.
Name a key achievement you’re proud of in the last year (professional or personal)… Spending time with our retired, founding partner, Sandy Singer, who is in his mid-80’s, whilst also continuing to uphold our firm’s foundational core values amidst rapid growth (20% last year) and defining benchmarks of success (> $1 billion of client assets under management).
The best advice I was ever given (and who gave it to you)... “… to thine own self be true, and it must follow, as the night the day, thou canst not be false with any [sentient being]” – Shakespeare.
Matthew Burke is a Managing Partner with Singer Burke, where he is responsible for managing and overseeing all aspects of the firm’s operations, from personnel decisions to strategic planning. With an expertise in holistic financial planning and management, he enjoys helping people make meaningful shifts in their financial lives through the use of creative and customized financial software tools. Matthew has an uncanny ability to create space for people to reflect, to talk and to stretch their conceptions of what can be achieved. His insightful approach has fostered the growth of Singer Burke’s unique culture, where the definition of “success” has been expanded to include a personal sense of growth and fulfillment for clients and staff alike.
The smartest person I know is… The smartest person I know is Matthew Burke. I have been honored to have the smartest person I know as the Managing Partner of our firm and as a personal friend. Beyond his many years of expertise, his wisdom, his calm, and his vision have been a remarkable and steadfast force in bringing humanity into every conversation, business decision, and relationship that we share as partners.
Name a key achievement you’re proud of in the last year (professional or personal)… Throughout this year, resiliency, restoration, and responsiveness have truly been critical success factors that have made a meaningful difference in our industry. The achievement that I would mark as my most coveted is the continuity of the long-standing relationships that we have cultivated within my team, my partners, and our clients.
As Tax Partner at Singer Burke, Elaina Kogan specializes in helping high-net-worth clients manage and reduce tax liability, both individually and as business owners. On a day-to-day basis, she oversees tax compliance and tax planning, develops best practices and procedures, and supervises the Singer Burke tax team. A firm believer in partnership, Elaina thrives on working with clients who take an active role in tax planning, and she enjoys the gratification of seeing an immediate drop in a client’s tax liabilities once they’ve used the custom tax strategies she has developed for them.
The smartest person I know is… My father, Dr. Shelby Josephs MD.
The one thing I am changing / want to change about business management… We need to start thinking outside the box leveraging technology and providing a more comprehensive and holistic service offering. In my practice, I help clients learn and transition into entrepreneurship by advising on their enterprises, venture capital, and private equity endeavors. Another hot area of expertise is in brand equity. We conceptualize and negotiate deals where an equity consideration is made for the strategic value of high profile clients – instead of, or in addition to, capital investment. It’s all part of a broader approach to traditional financial planning, wealth preservation, and accumulation.
As a Director of Business Management at SingerLewak LLP, Jordan handles the business affairs of affluent individuals and their enterprises and acts as the personal CFO to his clients and their entities. Jordan’s business management clients include musicians and record producers, entertainers, digital talent, and industry executives. He also handles the family office for select athletes and ultra-high-net-worth executives and entrepreneurs.
Marta brings to Sobul, Primes & Schenkel more than 25 years of experience in business management, client accounting, and Datafaction expertise. Marta has a comprehensive knowledge of Tour Budgeting and Accounting, General Ledger, Financial Statements, Investments, Multi-State Payroll, Sales/Payroll Tax Returns, Business, and Individual Tax Preparation.
Marta plays a lead role in the day-to-day operations of the Business Management Department, ensuring client accounts are well-managed and keeping a close eye on the details. She has extensive knowledge of the entertainment industry, supervising the financial affairs of high net worth clients ranging from musicians, actors, writers, directors, to the executives who manage the talent.
Your best end of year advice for clients… Next year will be better! Onward and upward!
The smartest person I know is… My employees.
The one thing I am changing / want to change about business management… Eliminate conflicts in the industry and promote staff from within.
Joshua Klein is the Founder, Managing Partner and CEO of TKG Business Management LLC. TKG is a full‐service family office firm specializing in Business and Wealth Management Services for high‐net worth individuals such as entertainers, athletes, and entrepreneurs. Joshua is a renowned leader in the Business Management world, specializing in business management for musicians, artist managers, producers, athletes, CEOs and entrepreneurs. In 2020, Joshua formed his own firm, TKG Business Management.
Your best end of year advice for clients… Closing out the year strong is as important as starting off the year on a strong footing.
My resolution for 2023 is… Do more to help out youth understand the importance of business management and how it can be a very viable career choice.
The one thing I am changing / want to change about business management… More hands on and proactive approach as opposed to reactionary when issues/problems arise. It could be daunting but straying away from the typical biz management clientele will yield better results in the future.
The one thing I am changing / want to change about business management… More diversity/inclusion at the Top Level. It is important for clients to see decision makers at the top that look like them. Just as it is in the servicing role at firms. I do believe we are starting to see a shift in the right direction with this.
If I could have unlimited of any item it would be… Time! It is invaluable and so often it goes by fast!
A native of Watts, Joe McGill is co-owner of Los Angeles entertainment based firm, Topline Business Management. The firm has a client roster consisting of talent spread across the entertainment landscape. Whether emerging talent or established talent, McGill believes in developing meaningful personal relationships with clients in effort to best advise on needs. McGill currently lives in Encino with his wife, daughter and dog.
Your best end of year advice for clients… Save and identify your goals. If anything we learned over the last few years it’s to expect the unexpected – having an emergency and planning for retirement has always been a key component of a financial plan that has brought to the forefront with greater emphasis on the importance.
Name a key achievement you’re proud of in the last year (professional or personal)… Being selected for the Leadership Music Class of 2023. It’s already been an incredibly rewarding, educational and thought-provoking experience.
Steve Eggart is a UCSB graduate and Nashville based Business Manager at Wiles + Taylor & Co. Steve over the past twenty years has worked with a range of top actors, screenwriters and touring musicians between the West Coast and Music City. Wiles+Taylor provides business management and tax consulting, preparation and accounting services to individuals and various business entities throughout the entertainment industry and the general business community.