Wayne O. Leevy

Wayne Leevy is a licensed CPA who brings over 40 years of experience with him. Mr. Leevy is the owner of Wayne O. Leevy, CPA, a Bala Cynwyd-based accounting firm. Mr. Leevy joined StoneRidge Investment Partners in January 2010. Prior to joining StoneRidge, Mr. Leevy served as managing partner and vice chairman of Mitchell & Titus, LLC, certified public accountants, a CPA firm that focuses on institutional and retail tax, business and financial planning services. Prior to joining Mitchell & Titus, Mr. Leevy was the cofounder and managing officer of Leevy Redcross and Company where he specialized in providing tax and advisory services to individual and small business clients. Mr. Leevy’s past accomplishments include, U.S. Small Business Administration’s Minority Advocate of the Year Award and COMTO’s Entrepreneur of the Year1. He served as a member of Albert Einstein Healthcare Network and Albert Einstein Medical Center; the Philadelphia Orchestra’s Cultural Diversity Initiative Committee; Executive Advisory Council, School of Business and Management, Temple University and is a member of the University’s Accounting Hall of Fame; Advisory Council, U.S. Small Business Administration; Mayor’s (Philadelphia) Small Business Advisory Councils; the board of directors of the Philadelphia Chamber of Commerce; the Governing Board of Philadelphia Public School/Business Partnership for Reform (Greater Philadelphia First); the Board and executive committee of The African American Chamber of Commerce of Greater Philadelphia; and, community bank board member and audit chairman for NOVA Financial Holdings, NOVA Bank, USA BancShares.com, and Bank Philadelphia. Mr. Leevy’s current professional affiliations are the Pennsylvania Institute of Certified Public Accountants (PICPA); American Institute of Certified Public Accountants (AICPA); and, a life member of Beta Alpha Psi, the National Honors Accounting Society (College Honors). Mr. Leevy received his undergraduate and graduate degrees from Temple University and he has received Certificates of Educational Achievement in both Estate Planning and Personal Financial Planning by Surgent McCoy LLP. In addition to serving as COO and CFO for StoneRidge Investment Partners, LLC, Mr. Leevy is also the Chief Financial Officer for StoneRidge PMG Advisors, LLC, and the Chief Operating Officer for Emstone Advisers, LLC. He is also on the Board of Directors for Beltraith Capital, LLC.