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
