Kassouf & Co promoted 19 team members in January, including four employees who were named principals. "We are proud of these team members for continually striving for excellence, especially during a tumultuous year like 2020," said Kassouf Director and Shareholder Gerry Kassouf.
Kassouf's new principals include Michelle Carney, CFP®, AEP®; Margaret Cook, MBA, CMPE; Russ Dorsey; and Joni Wyatt, MHA, MHIA, CPHIMS. Carney is a financial planner with Kassouf Wealth Advisors, and Dorsey leads Kassouf's information technology. Cook and Wyatt are healthcare advisors in Kassouf's healthcare consulting business.
The list includes several professionals in the Kassouf & Co healthcare practice: Georgina Perry, CPA, CMPE and Janet Day, MBA, CMPE were both promoted to Senior Healthcare Advisor.