06/01/2023
Willamette Management Associates, a Citizens Company, Adds New Boston Office, Names Marc Bello as Managing Director
PROVIDENCE, RI – Willamette Management Associates, a Citizens company, announced today that Marc Bello has joined the firm as a Managing Director. He will lead Willamette’s new Boston office.
Bello’s professional expertise centers in the areas of business valuation, forensic accounting and financial consulting services dealing with complex compensation and taxation issues. He has performed these valuations in connection with shareholder disputes, marital dissolution proceedings, estate and gift taxation, stock option plans and mergers and acquisitions.
Bello also provides litigation support services in the areas of business valuation, forensic accounting and taxation. In addition, he has performed analysis to determine damages sustained in connection with lost profits, business interruption, wrongful termination and hidden income. He has been qualified as an expert in U.S. Tax Court, Massachusetts and New Hampshire Superior Courts and Massachusetts Probate Court.
“Marc’s arrival opens a new door for Willamette Management Associates,” said Timothy J. Meinhart, managing director. “Not only does it herald the opening of our fourth office, but Marc’s experience will only enhance our valuation and forensic analysis practices.”
Bello is an instructor for the National Association of Certified Valuators and Analysts (NACVA) and is a past chair of the NACVA’s Executive Advisory Board, Valuation Credentialing Board, Forensic Litigation Board and the Educational Quality Assurance Board.
Prior to joining Willamette Management Associates, he was a partner at Edelstein & Company LLP, where he led the firm’s Business Valuation and Forensic Accounting Team. Prior to joining Edelstein, he held positions at Rhodia ChiRex, Ambrosi Donahue Congdon & Co. and Grant Thornton.
Bello earned a bachelor’s degree in accounting from Ithaca College and a master’s degree in taxation from Bentley University. He holds the Accredited in Business Valuation (ABV) designation from the American Institute of Certified Public Accounts, as well as the Certified Valuation Analyst (CVA) and Master Analyst in Financial Forensics (MAFF) designations from NACVA, among other credentials.
Founded more than 50 years ago, Willamette Management Associates provides valuation analyses, transactional opinions, damages and forensic analyses, and transfer price analyses. The firm provides these services in matters related to taxation, transactions, financial accounting, corporate planning and litigation. Willamette clients range from private families to Fortune 500 multinational corporations and include the banking industry, the accounting profession, the legal community and government and regulatory agencies. For further information about the services of Willamette Management Associates, please visit www.willamette.com.
About Citizens Financial Group, Inc.
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $222.3 billion in assets as of March 31, 2023. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,400 ATMs and more than 1,100 branches in 14 states and the District of Columbia. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities. More information is available at www.citizensbank.com or visit us on Twitter, LinkedIn or Facebook.
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Willamette Management Associates, a Citizens company, is not undertaking to provide any legal, accounting, or tax advice in connection with this communication; any party receiving this communication must rely on its own legal counsel, accountants, and other similar expert advisors for legal, accounting, tax, and other similar advice relating to the subject matter of this communication.
