Meet the Team

Equity Methods is a team of finance, accounting, compensation, and technology practitioners. We’re not a CPA firm, brokerage, or board advisory firm. Instead, we help finance, HR, and executive compensation professionals unlock efficiency and make better decisions through flexible stock-based compensation reporting and decision analytics for long-term incentive plans. We also help companies value complex securities they issue or own. We’re pleased to have provided expert ASC 718 services to over 450 clients, including 35 Fortune 100 companies.

Yuxi Chen, CPA

Consultant, Financial Reporting Services

Benjamin Clow

Senior Consultant, Financial Reporting Services

Kaylin Diaz

Associate, Administration

Qi Ding, CFA, FRM

Senior Consultant, Valuation Services

Nick Faris

Senior Consultant, Financial Reporting Services

Matt Gabrielson

Senior Consultant, Financial Reporting Services

Kiel Greenfield

Consultant, Valuation Services

Bradley Hayes

Associate, Valuation & HR Advisory Services

Lisa Hsieh

Associate, Financial Reporting Services

Daniel Hunninghake, CPA

Director, Financial Reporting Services

Jacob Ivy

Consultant, Financial Reporting Services

Raenelle James

Director, Financial Reporting Services

Taylor Jensen

Consultant, Financial Reporting Services

Radostin Kanev

Associate Director, Financial Reporting Services

Alec Katric, CECP

Senior Consultant, Valuation & HR Advisory Services

Boxian Kolb, CPA

Manager, Financial Reporting Services

Jeffrey Kunkel

Associate, Financial Reporting Services

James Lecher, CEP

Senior Manager, Valuation Services

Paul Leisey

Director, Technology & Innovation

Takis Makridis

President & CEO

Austin McGlumphy

Associate, Financial Reporting Services

Ayushi Mundra

Consultant, Financial Reporting Services

Corey Nelson

Consultant, Financial Reporting Services

Jared Nielsen

Associate, Valuation & HR Advisory Services

Nathan O’Connor

Managing Director

David Outlaw, CEP

Director, Valuation & HR Advisory Services

Bethany Plapp

Operations Coordinator

Yujie Pu

Consultant, Financial Reporting Services

Arjun Sathya

Manager, Financial Reporting Services

Josh Schaeffer, PhD

Director, Valuation Services

Therese Sebastian, CEP

Manager, Valuation & HR Advisory Services

Saswati Sen

Associate, Valuation & HR Advisory Services

James Sheng

Consultant, Financial Reporting Services

Yudian Tang

Manager, Financial Reporting Services

Amit Tekwani

Managing Director and Financial Reporting Practice Leader

Siddharth Thaker

Consultant, Financial Reporting Services

Srivasthsan Vaidhiyanathan Uma

Data Scientist, Financial Reporting Services

Fan Wang, CFA, CEP

Senior Consultant, Valuation Services

Fori Wang, CPA

Manager, Financial Reporting Services

Yang Wang

Business Administration Supervisor

Josh Williams

Senior Consultant, Financial Reporting Services

Hao Wu

Associate, Financial Reporting Services

Shiyun Xu

Associate, Financial Reporting Services

Ching Yang

Consultant, Financial Reporting Services

Xiao Yu, CPA

Manager, Financial Reporting Services