ABOUT EFP GROUP

Our partners – a wealth of knowledge and experience

Our partners bring a broad range of expertise and experience to our clients. Read more about each of them:

P. Robert Fox, CPA – Founding Partner, Advisory Partner

Areas of Specialization

• Family Succession Planning for Closely Held Businesses
• Strategic Planning
• Buy/Sell Negotiations
• Government Auditing and Accounting

Education

• John Carroll University, BS, 1964

Professional Affiliations

• New York State Board of Accountancy – Board Member and Past Chairman
• National Association of State Boards of Accountancy – Board Member and Committee Chair
• New York State Society of Certified Public Accountants (NYSSCPA) – Member, Past Board Member and Past President of Rochester Chapter
• American Institute of Certified Public Accountants (AICPA) – Member
• CPAmerica International – Member

Awards

• 1995 Accountant Advocate of the Year – Small Business Administration Buffalo District
• 2003 Inductee to Rochester Chapter NYSSCPA Hall of Fame

Community Affiliations

• Westside Economic Development Council – Founding Member and Chair
• Lakeside Hospital Foundation – Board Member
• Greece Chamber Foundation – Board Member and Treasurer

Robert N. Porretti, CPA – Founding Partner / Partnership Chairman

Areas of Specialization

• Tax/Business Consultation – Closely Held Businesses
• Mergers/Acquisitions
• Business Planning/Consultation – Real Estate/Construction
• Business Planning/Consultation – Manufacturing
• Business Planning/Consultation – Medical Professionals
• Business Succession Planning
• Consultation/Tax Planning for High Net Worth Individuals

Education

• Ithaca College – BS, Accounting, 1968

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• CPAmerica International – Board of Directors
• Rochester Chamber of Commerce – Small Business Council

Community Affiliations

• Italian Heritage Foundation of Rochester – Board of Directors
• Aquinas Institute – Chairman of the Board of Directors
• Monroe County Special Olympics – Advisory Board

back to top

Louis J. Camarella, Jr., CPA/ABV, CVA, MBA – Partner

Areas of Specialization

• Closely Held Business
• Mergers & Acquisition
• Business Valuations
• Litigation Support Services
• Expert Witness Testimony
• Estate Planning

Education

• Kent State University, BA, Accounting, 1972 – Magna Cum Laude
• Arizona State University – MBA, 1975

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA) – Management Consultants Division, Accredited in Business Valuation (ABV)
• New York State Society of Certified Public Accountants (NYSSCPA)
• National Association of Certified Valuation Analysts (NACVA) – Certified Valuation Analyst (CVA)
• American Society of Appraisers (ASA) – Accredited Member (AM) Candidate
• Estate Planning Council of Rochester – Officer Member of Executive Committee
• Financial Consulting Group, L.C. (FCG)
• CPAmerica International

Community Affiliations

• Brooklea Country Club– Past President, Treasurer, and Board Member
• Geneseo State University – Business Advisory Council
• Nazareth College – Entrepreneurial Partnership
• Boy Scouts of America, Otetiana Council – Treasurer and Board Member

back to top

Timothy J. McNamara, CPA – Managing Partner

Areas of Specialization

• Audits of Governmental Entities
• Not-for-Profit Organizations
• Tax/Business Consultation – Construction Industry
• Tax/Business Consultation – Printing Industry
• Family and Closely-Held Businesses

Education

• St. John Fisher College, BS, Accounting, 1975

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA) – Personal Financial Planning Division
• New York State Society of Certified Public Accountants (NYSSCPA)
• CPAmerica International

Community Affiliations

• Disabled Children of Monroe County, Inc.
  (Wegmans Rochester International) – Treasurer
• LDA Life and Learning Services – President
• Friendly Home – Board of Directors
• Our Lady of Lourdes Church – Finance Committee

back to top

Terrence P. McNamara, CPA/ABV, ASA – Partner, Head of Accounting & Auditing department

Areas of Specialization

• Closely Held Businesses
• Construction Accounting & Taxation
• Business Valuations
• Litigation Support Services

Education

• St. John Fisher College, BS, Accounting, 1977

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA – Accredited in Business Valuation (ABV)
• American Society of Appraisers – Accredited Senior Appraiser (ASA) 
• Financial Consulting Group, L.C.
• CPAmerica International

Community Affiliations

• Pre-Trial Services – Board Member
• Hemophilia Society – Former Board Chairman

back to top

Craig S. Kellner, CPA – Partner

Areas of Specialization

• Estate Tax Planning
• Tax Planning for Closely-Held Corporations
• Tax Planning for High-Wealth clients
• Professional Practitioners

Education

• State University of New York College at Brockport, BS, Accounting, 1977

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Estate Planning Council of Rochester
• CPAmerica International

Community Affiliations

• Pittsford Little League – Treasurer, Board Member
• Willpower – Board Member

back to top

David P. Veniskey, CPA – Partner

Areas of Specialization

• Personal and Business Tax Planning
• Estate and Family Planning
• Transaction Planning
• Strategic Planning/Business Consultation
• Purchases and Sales of Business
• High Technology Companies

Education

• St. John Fisher College, BS., Accounting, 1980

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA) –  Tax Division Member
• New York State Society of Certified Public Accountants (NYSSCPA) – Estate Planning Committee
• Estate Planning Council of Rochester –Board Member

Community Affiliations

• St. John Fisher College
• Rochester General Hospital Foundation –Planned Giving Advisor Committees
• Rochester Children’s Nursery Foundation
• Stuart Horse Trials – Treasurer

back to top

James K. Leisner, CPA – Partner, Director of StoneBridge Business Partners

Areas of Specialization

• Accounting and Auditing
• Fraud Investigation
• Projections, Forecasts, Budgeting and Planning
• Due Diligence related to merger and acquisition
• Operational Audits
• Internal Control Assessments, Improvement Identification and Implementation

Education

• St. Bonaventure University, BBA., Accounting, 1978

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• CPAmerica International

Community Affiliations

• Monroe County Catholic School Board, Former Board Member
• Volunteers of America of Western New York, Inc. – Former Chairman, Treasurer, Board of Directors 1992-1996
• DePaul Community Facilities, Inc. – Former Chairman and Board Member
• Our Lady of Lourdes Church

back to top

Kevin C. Hill, CPA – Partner, Head of Large Company Outsourcing of Tax Departments

Areas of Specialization

• Corporate and Personal Taxation and Planning
• Taxation of Family and Closely Held Business
• Estate Planning
• Taxation of S Corporations
• Partnership Taxation
• Construction Accounting and Taxation
• Agricultural Business Issues, Taxation and Planning

Education

• St. John Fisher College – B.S, Accounting, 1988 – Summa Cum Laude

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Estate Planning Council
• CPAmerica International – Vice Chair and Chair-Elect of Executive Tax Council

Community Affiliations

• The Church of Jesus Christ of Latter-Day Saints – Bishop of Palmyra Congregation

back to top

James I. Marasco, CFE, CIA, CPA – Partner

Areas of Specialization

• Fraud and Financial Statement Investigation
• Internal Audit Services
• Compliance Audits of Distributors and Franchises
• Due Diligence related to mergers and acquisitions

Education

• St. Bonaventure University – BS, Accounting, 1990

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Institute of Internal Auditors
• Association of Certified Fraud Examiners
• CPAmerica International

Community Affiliations

• Rotary International
• Disabled Children of Monroe County, Inc. (Rochester International) – Board Member
• Landmark Society of Western New York – Treasurer

back to top

Mario DiLuigi, CPA – Partner

Areas of Specialization

• Estate and Retirement Planning
• Estate and Trust Administration and Taxation
• Financial Services
• Retail
• Construction/Home Builders
• Closely Held Businesses

Education

• St. John Fisher College – BS, Accounting, 1989

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Estate Planning Council of Rochester
• CPAmerica International

Community Affiliations

• Learning Disabilities Association Foundation – Treasurer, Chairman of Investment Committee
• St. John Fisher College – Former Adjunct Professor
• Spencerport Soccer – Coach

back to top

Joseph J. Kehm, CPA – Partner

Areas of Specialization

• Accounting and Auditing
• Construction and Real Estate
• Manufacturing
• Closely Held Businesses
• Government Accounting and Auditing

Education

• St. John Fisher College – BS, Accounting, 1980 – Magna Cum Laude

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA) – Former Officer, Rochester Chapter)
• Virginia Society of Certified Public Accountants (VSCPA)
• CPAmerica International – Technology Executive Committee
• The Institute of Internal Auditors
• Government Finance Officers Association
• Construction Financial Management Association

Community Affiliations

• Holy Cross Church – Member
• The School of the Holy Childhood – Board Member, Executive Committee; Chair, Finance Committee

back to top

Thomas Walter, CPA – Partner

Areas of Specialization

• Tax – Individual and Corporate
• New York State Sales Tax
• Representation Before Taxing Authorities
• Strategic Planning
• Business Planning/Consultation for Closely Held Businesses

Education

• University of Louisville – BS, Accounting, 1969

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• CPAmerica International
• New York State Society of Certified Public Accountants

Community Affiliations

• Ontario County Historical Society – Board of Trustees
• Kiwanis Club of Canandaigua
• Canandaigua Yacht Club – Board of Governors, Finance Officer
• Finger Lakes Community College – Adjunct Instructor

back to top

Richard J. Davis, CPA – Partner

Areas of Specialization

• Not-for-profit Auditing and Accounting
• Government Auditing and Accounting
• CPA Peer Reviews

Education

• SUNY Geneseo, Bachelor of Science

Professional Affiliations

• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants
• New York State Society of CPAs Peer Review Committee

back to top

Richard L. Niles, CPA – Principal

Areas of Specialization

• Business Consulting
• Personal and Business Tax Planning

Education

• Hamilton College, Bachelor of Arts
• Rutgers University, Master of Business Administration

Professional Affiliations

• American Institute of Certified Public Accountants

Community Affiliations

• Community Foundation of the Elmira-Corning Area, Inc.

back to top