by Sam Sourav | May 4, 2022
Greg is Senior Managing Director at Source Advisors where he is responsible for key client relationships and strategic development for the firm. Prior to the Source/Bedford merger, Greg was founder and Managing Partner of Bedford, having successfully established the...
by Sam Sourav | May 4, 2022
Leila joined Source Advisors team in 2018 and currently oversees marketing content, strategies and initiatives across the R&D, Cost Segregation, LIFO, and Energy Efficiency services. Her experience includes 8 years in the financial services industry and 15+ years...
by Sam Sourav | May 4, 2022
Since 2011, Chris has led Source Advisors, driving strategic direction for all aspects of the company and its cash generating solutions. Chris joined Source Advisors in 2003, previously providing similar federal specialty consulting at Ernst & Young. Chris is a...
by Sam Sourav | May 4, 2022
Chris joined Source Advisors in 2012 as the managing director of cost segregation and §179D. Chris was a tradesman and a general contractor for many years prior becoming a cost segregation provider. His cost segregation experience includes Arthur Andersen, Marshall...
by Sam Sourav | May 4, 2022
Rachel joined Source Advisors in July 2018 as a Senior Director of R&D Tax Credit Services with primary responsibility over the quality of deliverables. She has over 14 years of R&D Tax Credit experience working across a variety of industries with clients...
