Margery L. Piercey, CPA

Margery is a Shareholder in the Firm leading our Family Business Services Team and also spends considerable time serving the Firm’s Investment Advisor and Broker-Dealer clients. She is responsible for the successful delivery of audit and advisory services to her clients.

Margery has over twenty years of experience, including eight years with PricewaterhouseCoopers LLP and seven years in industry working in the start-up environment and in corporate financial reporting and treasury management with a global public manufacturing company.

AREAS OF EXPERTISE
Margery has deep technical knowledge and her nearly thirty years of experience evidences itself in her added value, consultative service delivery and practical observations and recommendations. Margery’s industry depth is in service businesses, manufacturers and distributors, retail, investment partnerships, and nonprofit organizations. She also leads pension plan audits across these industries.

EDUCATION AND CERTIFICATIONS
Graduate of University of Massachusetts, Amherst, Cum Laude
Certified Public Accountant (CPA)

MEMBERSHIPS AND ORGANIZATIONS
Family Business Association, Inc. Advisory Council Facilitator
Member of the Board of Mass Insight Education Research Institute, Inc.
Member of the Accounting and Information Systems Advisory Board at the University of Massachusetts Isenberg School of Management
Board Member and Audit Committee Chair of the Tara Bean Foundation
Past President of the Massachusetts Society of Certified Public Accountants (MSCPA)
Past Council Member of the American Institute of Certified Public Accountants (AICPA)
Past Member of the AICPA Life Insurance/Disability Plans Committee
Former Chair of the Board of the United Way of Tri-County
Past Founding Board Member of the University of Massachusetts Club

AWARDS AND ACCOLADES
2004 Accounting Alumni Award from University of Massachusetts, Amherst
December, 2008 Top 10 Heroes Award from Women’s Business Boston publication