Published: 06/29/2022 18:48:04
Modified: 06/29/2022 18:45:29
Cathro elected to the board of the State Society of CPA
Accountant from Northampton Charlotte Kathro Elected to the Board of Directors of the Massachusetts Society of Certified Public Accountants for the 2022-2023 fiscal year.
Cathro is the founder of Cathro LLC, where she provides tax filing services to a variety of individuals and businesses and develops year-round plans for clients. Cathro LLC is a western Massachusetts public accounting firm that works with the full spectrum of cannabis industry companies, from law firms and consultants to co-ops and fund raisers.
The MassCPA Board of Directors is a group of 19 elected members who set policies, administer programs and oversee activities in Massachusetts that benefit the 11,000-strong organization and the accounting profession.
Cathro has worked as a consultant for the cannabis industry since 2012, when medical use ended in Massachusetts, and began his practice where he has expanded that focus into the private sector with nearly 90% of his clients. His previous auditing career spanned more than 10 years in audit, tax and consulting services with two regional accounting firms. In addition, Cathro is passionate about animal welfare and is a board member of the Dakin Humane Society.
Prosecutor’s Chamber Honored Assistant DA
Northampton – Assistant District Attorney for Northwestern Becky Michaels Recently received the Massachusetts Bar Association’s Prosecutor’s Award, presented to a state or federal attorney for excellence in public service and commitment to the judiciary.
MBA said Michaels is working on initiatives aimed at ensuring access to justice for all, noting in particular the Conviction Integrity Committee, which reviews allegations of false convictions; a national restorative justice program in Hampshire; and the Drug Diversion and Treatment Program, which provides treatment rather than incarceration in cases where substance abuse is the primary cause of criminal behavior. Michaels is the head of this diversionary program.
The award was one of eight awards presented in various categories to notables from across the state at the June 15 MBA Access to Justice Celebration.
Michaels served in the Northwestern District Attorney’s Office for eight years in two terms, from May 2012 to October 2017, when she served as District Attorney and Counsel of Competence in Greenfield District Court. She relocated to Attorney General Maura Healy’s offices in Springfield and returned to the Northwestern DA’s office in March 2019, where she has since served as an assistant district attorney for the district courts while also overseeing several office-wide equities. Still working. Initiative.
Otto joins the office of Ameriprise Financial
South Hadley – Michael J. Otto Ameriprise Financial Services, Inc. as financial advisor. K has joined the South Hadley office.
He joins Summit House Wealth Partners, a subsidiary of Ameriprise Financial Services, Inc. Ltd., which has a private wealth advisory practice. His office is at 551 Newton St.
A graduate of the UMass Eisenberg School of Management with a Masters of Business Administration, Otto has three years of experience in the financial services industry. Summit House Wealth Partners has operated in western Massachusetts since 1992.
Duval received two awards
South Hadley – For the second time in a row Stephen R DuvalaA Certified Financial Planner and Personal Wealth Advisor with Ameriprise Financial in South Hadley, he was named to a Forbes magazine list of the “Best in State Wealth Advisors”.
The list recognizes financial advisors who have demonstrated a high level of ethical standards, professionalism and business success. The ranking is based on data provided by thousands of the country’s most prolific consultants. Duval was selected based on assets under management, industry experience, compliance record and best practices in his practice and approach to working with clients.
In addition, Duval has qualified for the company’s annual Circle of Success recognition program and will be honored for this achievement in 2022.
To earn this feat, Duval established himself as one of the company’s top consultants. Only a select few high-performing consultants deserve this award.
Duval is part of Summit House Wealth Partners, a subsidiary of Ameriprise Financial Services, Inc. Ltd. has a private wealth advisory practice. Duval, who has over 30 years of experience at Ameriprise, graduated from UMass Amherst Eisenberg School of Management with a degree in business administration.