Baker Tilly adds Michael Somich as Director in advisory business

04 August 2016

The US arm of Baker Tilly has picked up Michael Somich who joins as a Director. Somich brings more than 40 years of experience to the firm, including more than thirty years at Deloitte and ten years at the Office of Audit, Risk and Compliance. Somich will be tasked with supporting clients with advisory in the increasingly complex healthcare and higher education segments.

Prior to joining Baker Tilly Virchow Krause (Baker Tilly), Michael Somich worked at the Office of Audit, Risk and Compliance for almost 12 years as an Executive Director. Somich was responsible for internal audit, risk and compliance at Duke University, Duke University Health System, and DUMAC. Somich, as part of the role, advised leaders on how to respond to critical risks, as well as founding an integrated compliance and risk management governance approach and framework. Previously, for more than 31 years, Somich worked at Deloitte – where he was a Partner.

Somich holds a Bachelor of Science and a Master of Science from Syracuse University - Martin J. Whitman School of Management.

Michael Somich - Baker Tilly

Somich joins Baker Tilly’s higher education and healthcare advisory practices as Director. Somich brings more than 40 years of experience to the role, and he will be responsible for helping the firm’s clients navigate the increasing complexity of compliance within the respective sectors.

Raina Rose Tagle, Baker Tilly’s higher education advisory services leader, says, “Mike’s leadership experience in transforming Duke’s internal audit function into a valued strategic partner and effectively integrating risk and compliance management into senior leaders’ critical daily decision making further strengthens Baker Tilly’s ability to bring innovative and impactful solutions to our higher education and healthcare clients.”

Somich says, “I am excited to join Baker Tilly and have the opportunity to work for a premier higher education and healthcare consulting practice where I can make an impact on risk and compliance programs. It will be my greatest pleasure to share what I have learned to benefit Baker Tilly clients.”


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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.