VALLIT ADVISORS - Key Persons
Alexis serves as a Senior Analyst at Vallit Advisors and primarily focuses on business valuation and forensic accounting. She also assists in the development of analyses and report preparation for a variety of cases including marital dissolution, commercial damage matters, shareholder dissolution, estate and gift tax valuation and transaction assignments. Alexis is a graduate of Towson University, where she obtained a Bachelor of Science in Accounting.
Education
BS, Accounting, Towson University, 2017
Professional Designations
Certified Public Accountant (CPA)
Andrew Roper, CPA, CFE is a Supervisor at the firm who is responsible for providing skilled lost profit and claim analysis as well as forensic accounting and investigative services, litigation support services, contract analysis and accounting services.
Andrew Roper, CPA, CFE is a Supervisor at the firm who is responsible for providing skilled lost profit and claim analysis as well as forensic accounting and investigative services, litigation support services, contract analysis and related accounting services. Andrew will also be focused on providing dispute resolution and business valuation services for our clients spanning a diverse range of industries and fields.
Andrew is in charge of supervising Vallit's team of associates and analysts at our Annapolis and Washington, D.C. offices. He is also responsible for communicating with clients, attorneys and partners about complex litigation matters, preparing and reviewing financial models and reports, and preparing trial deposition matters.
Education
Dual Bachelor of Science in Accounting and Finance, Grove City College, 2015
Professional Designations
Certified Public Accountant (CPA)
Job Titles:
- Member of the Board
- Estate Planning
Archibald's prior work experience includes working as a Consultant at a London school where his responsibilities included researching and analyzing data of target markets, exploring international marketing strategies to increase outreach, and providing in-depth recommendations through both qualitative and quantitative approaches. Archibald also has experience performing risk analyses and other business valuation initiatives.
Archibald Cullen joined Vallit Advisors as an Analyst in January of 2022. As an Analyst, Archibald provides support on business valuation, forensic accounting and dispute advisory engagements. He also assists the Senior Analysts and Managing Members in the development of analyses and report preparation for a variety of cases.
Education
Mount St. Mary's University, BS, International Business Management with a concentration in Economics
American University, MS, Finance
Bloomberg market concepts certificate
Brady's prior work experience includes managing a small business that specialized in racing yacht sales and class management. In his role he organized events internationally including four Rolex World Championships in Sydney, Porto Cervo, Long Beach, and Chicago. He has extensive experience in International Business, as well as Client and Sponsor relations.
Brady Stagg joined Vallit Advisors as an Analyst in June of 2022. As an Analyst, Brady provides support on business valuation, forensic accounting and dispute advisory engagements. He also assists the Senior Analysts and Managing Members in the development of analyses and report preparation for a variety of cases.
Education
University of Maryland, Global Campus, B.S. Finance
University of Maryland, College Park, Masters in Business Administration
Bryan Endres joined Vallit Advisors as an intern in November of 2022 and is currently serving as an analyst. As an analyst, he assists with engagements involving business valuation, dispute advisory, and forensic accounting. Bryan is currently continuing his education and will graduate with a master's degree in accounting & business advisory services from Towson University in the Spring of 2024.
Education
BA, Accounting, Towson University, 2023
Beth Seeley began working part-time with Vallit Advisors upon their formation to assist with office administration. In her role, Beth has helped develop and implement work processes to streamline engagement management. She also assists with monthly billing and database management. She brings her experience of more than 30 years in various management roles in project development, marketing, sales, proposals and contracts. Beth's organizational skills and attention to detail represent a valued asset to the Firm.
Erica is a Manager in the firm's Baltimore office with over with over ten years of experience in public accounting. In addition to her focus on forensic accounting and valuations, she is also knowledgeable regarding the Employee Retention Credit ("ERC") and is an expert on the Paycheck Protection Program ("PPP").
Erica is a Manager in the firm's Baltimore office with over ten years of experience in public accounting. In addition to her focus on forensic accounting and valuations, she is also knowledgeable regarding the Employee Retention Credit ("ERC") and is an expert on the Paycheck Protection Program ("PPP").
When the CARES Act was passed in March 2020, Erica was selected for her firm's COVID-19 Task Force and was responsible for becoming their PPP subject matter expert. Initially, she served as a resource for answering both internal and client questions about the program. Her responsibilities quickly expanded to overseeing PPP consulting services, including PPP forgiveness assistance and ERC calculation and PPP interplay. She has remained up to date on PPP developments since the program's inception and has worked almost exclusively on PPP related services from March 2020 through July 2022.
Education
B.S., Accounting, Centenary University (formerly Centenary College)
Professional Designations
Certified Public Accountant (CPA, Maryland)
Felicia Foster serves as an Analyst at Vallit Advisors and primarily focuses on providing business valuation, dispute advisory and forensic accounting support for our clients.
Felicia Foster serves as an Analyst at Vallit Advisors and primarily focuses on providing dispute advisory, business valuation, and forensic accounting services for our clients. She also assists in the development of analyses and report preparation for a variety of cases including marital dissolution, commercial damage matters, shareholder dissolution, estate and gift tax valuation and transaction assignments.
Felicia is a graduate of Rutgers University, where she obtained a Bachelor of Arts in Management and Labor Relations, in addition to a minor in Business Administration and a Certificate in Law and the Workplace.
Education
Rutgers University, BA, Management & Labor Relations, 2018
Minor in Business Administration & Certificate in Law and the Workplace
Westchester Community College, Associates in Liberal Arts, Math & Science, 2014
Bookkeeping Certificate
Harry's business experience includes valuing closely held businesses in a variety of industries for dispute and non-dispute purposes. He also has experience in performing valuations for economic damage calculations for commercial and intellectual property assignments. His forensic accounting experience involves asset and income tracing/analysis for shareholder and marital disputes, as well as fraud detection. Harry also provides attorney case assistance for discovery requests, document management, settlement structuring and long-term financial planning as well as the preparation of expert reports and rebuttal analysis
Harry G. Sturgis is a manager at Vallit Advisors, LLC. He has over 11 years of valuation, forensic accounting and dispute consulting experience. He is experienced in performing analysis for marital dissolution, shareholder disputes, economic damages, fraud investigations, estate and gift tax matters, and business transactions.
Education
BS, Finance, University of Baltimore
Professional Designations
Certified Public Accountant (CPA)
Job Titles:
- March 2018 to December 2021
Julie has over 25 years of experience in management, office administration, and human resources. She is very detail-oriented. Julie loves to read and spend time with family and friends.
Education
Associates Degree in Liberal Arts
Katie Desotell is an analyst on the Vallit Advisors team. She provides a role in forensic accounting, business valuation, as well as dispute engagements.
Job Titles:
- Managing Member
- ABV / CFF, ASA, MSF
As a managing member at Vallit Advisors, Kris has over 21 years' of experience, the last 16 of which, have been solely focused on dispute consulting, forensic accounting and business valuation as well as expert witness testimony in complex litigation matters.
Job Titles:
- Director
- ABV / CFF, CVA, ASA
As a Director with more than 25 years of experience in public accounting, Larry is well versed and dedicated to providing services in all types of business valuations, commercial damages and forensic accounting matters.
Throughout his career, Larry has provided business valuations for both non-dispute and dispute purposes as well as consulting services related to commercial damages involving lost profits and lost value. He has experience in the tracing of marital assets for purposes of equitable distribution of mixed or transmuted property in domestic matters. He has also qualified as an expert witness in litigation cases involving valuation, bankruptcy, and damages matters.
As a supervisor at Vallit Advisors, Malone E. Mislak provides analysis for business valuation, economic damages and forensic accounting engagements.
Job Titles:
- Co - Founder
- Managing Member
- ABV / CFF, ASA
Mr. Charles W. Rains has decades of experience performing business valuation and litigation support services, including commercial damage calculations, lost profit analyses, forensic accounting, bankruptcy and intellectual property valuations.
As co-founder and managing member of Vallit Advisors, Charles W. Rains is directly responsible for performance and oversight of engagements in complex litigation and consulting matters involving valuation, damages, forensic accounting, tax and financial issues. Mr. Rains is an Accredited Senior Appraiser (ASA) by the American Society of Appraisers, a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) by the AICPA.
Education
Bachelor of Science (BS) in Business Administration with a concentration in Finance and a minor in Mathematics, cum laude, Towson State University.
Professional Designations
Certified Public Accountant (CPA), licensed in MD
Since 1998, Mr. Rains has been performing business valuation and litigation support services, including commercial damage calculations, lost profit analyses, forensic accounting, bankruptcy, and intellectual property valuations. He has been involved in hundreds of business valuations with total appraised value in the billions of dollars, representing varying industries. Mr. Rains' litigation experience includes analyzing business losses and improprieties, searches for hidden and undervalued assets, marital/non-marital tracing, minority shareholder dissenting action suits, misappropriation of funds, financial fraud, and opposing expert critiques/rebuttal reports.
Job Titles:
- Co - Founder
- Managing Member
- ABV, CVA, MAFF, ASA
Mr. Mark W. Norris has an extensive and diverse background in finance, accounting, litigation services, capital transactions and valuation theory that allows him to provide the best services for our clients across various industries.
As the co-founder and managing member of Vallit Advisors, Mark W. Norris provides diverse litigation support services to the legal community including business valuations, expert testimony, economic loss calculations, and consulting on fraud detection and prevention. He has developed significant valuation experience in the healthcare industry and provides valuation-related consulting to management teams of regional medical centers. Mr. Norris is a Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV), Master Analyst in Financial Forensics (MAFF) and an Accredited Senior Appraiser (ASA) by the American Society of Appraisers.
In September of 2021, Mark was recognized by the Maryland-DC State Chapter Board of NACVA for his outstanding contribution to NACVA and the business valuation profession.
Education
Bachelor of Science in Business Administration with a concentration in Accounting, University of Baltimore, 1979
Professional Designations
Certified Public Accountant (CPA)
Nia is a driven and dedicated finance and accounting professional. At Vallit, she is an analyst on our team of accounting and valuation specialists.
Nia is a driven and dedicated finance and accounting professional who is joining our team as an Analyst. She is a recent graduate of the University of Baltimore where she earned her Master's degree in Accounting and Business Advisory Services.
Education
MS, Accounting and Business Advisory Services, University of Baltimore, 2022
BA, Concentration in Finance, Randolph-Macon College, 2021
Professional Affiliations
National Association of Black Accountants, President, University of Baltimore Chapter
Professional Experience
Analyst, Vallit Advisors, LLC - January 2023 to current
Principal's Assistant, H.O.P.E. Academy - September 2021 to August 2022
Intern, Keiter CPA - January 2021 to July 2021
Job Titles:
- Managing Member
- ABV / CFF, ASA, AEP
As a managing member at Vallit Advisors, Chris Rosenthal has over 30 years of dispute consulting, forensic accounting and valuation experience. Chris's practice is focused on dispute consulting and expert witness testimony in a wide variety of complex litigation matters. His clients include law firms, corporate counsel, government agencies, public and private entities and individuals.
Education
MBA, Finance, University of Maryland
Job Titles:
- Director
- Finance Professional
Scott Cobb has 20 years of financial advisory expertise. He has notable experience in Investment Banking, Valuation, Due Diligence, Financial Planning and Analysis, Financial Modeling, and Investor Relations for a broad range of industries including government contracting, private equity and venture capital.
Scott Cobb has 20 years of financial advisory expertise. He has notable experience in Investment Banking, Valuation, Due Diligence, Financial Planning and Analysis, Financial Modeling, and Investor Relations across a broad range of industries including government contracting, private equity and venture capital. Cobb is a Chartered Financial Analyst (CFA) with the skills and expertise needed to provide the best valuation, dispute consulting and transaction advisory services for our clients across multiple industries.
Education
Master's degree in Business Administration (MBA), Yale School of Management, 1993
Bachelor's degree in Business Administration, Drexel University, 1989
Studied Economics and Finance, City University, London, England, 1986-1987
Professional Designations
Chartered Financial Analyst (CFA)
Scott Cobb is a finance professional with decades of combined capital advisory and operating finance experience to private and non-profit sectors at the C-suite level. During his career, Cobb has held the positions of Consultant, Executive Reporting & Investor Relations Contractor, Chief Financial Officer, Principal, Vice President & Senior Manager for a variety of prominent companies in the investment and finance sectors. His experience holding leadership positions has equipped him with the necessary skills and expertise to provide excellent service to our clients and partners.
Professional Affiliations
Member of The CFA Institute and CFA Society of Washington DC
Former Vice President, Washington, DC Metro Area Chapter of the American Society of Appraisers (ASA)
Professional Experience
Vallit Advisors, LLC. - 2021 - Present
Palisades Capital Partners - 2012 - 2021
Choice Hotels International - 2020 - 2021
The River School - 2014 - 2018
Matheson Financial Advisors - 2011 - 2012
Taylor Companies - 2009 - 2011
Willamette Management Associates - 2006 - 2009
Ellin & Tucker, Chartered - 2003 - 2006
Haverford Capital Advisors - 1997 - 2003
Job Titles:
- Financial Administrator
- Accounting / HR Manager
Victoria Smith joined Vallit Advisors as a Financial Administrator in October of 2022. As a Financial Administrator, Victoria provides support on the financial operations. Energetic, goal-oriented team player with experience in business development, analysis, and management. She possess strong work ethic, the drive to succeed, and the tenacity to overcome adversity.
Education
BS, Business Management, Salisbury University, 2016
Job Titles:
- Director
- Managing Director
As a Director at Vallit Advisors, Zachary C. Reichenbach offers immeasurable experience in providing expert witness services for matters in both state and federal courts.
As a managing director at Vallit Advisors, Zachary C. Reichenbach offers immeasurable experience in providing expert witness services in state and federal cases. His experience in the industry includes working on cases in the biotech, construction, insurance, manufacturing, retail transportation and wholesale industries. Zach has in-depth litigation, valuation and bankruptcy experience and specializes in complex commercial damages, valuation, intellectual property and forensic accounting.
Education
MBA, Finance, Loyola University Maryland
BBA, Accounting, Loyola University Maryland
Professional Designations
Chartered Financial Analyst (CFA)