The success and value of any engagement depends on the experience and skill of the individuals performing the work. Our personnel have extensive banking, accounting and technology backgrounds. We are very proud of our entire team, from the manager who will be assigned to your engagement to the most junior members of our staff. We all display a professional enthusiasm for every job we undertake.

Glen MacLeod, CPA, Chief Executive Officer

Mr. MacLeod has been associated with the firm since 1971. He became a partner in 1976 and is now the Chief Executive Officer of the firm. During his many years serving the New England banking community he has acquired a wealth of knowledge and experience in all facets of community banking.

Mr. MacLeod possesses a high level of technical expertise in addition to his management capabilities. He has assisted clients in the launching of new institutions, mergers and acquisitions, stock conversions, the formation of holding companies and plays an important role in all of our client relationships.

Mr. MacLeod has taught at the AICPA National Banking School in Virginia. He is a member of the Massachusetts Society of CPA’s Banking Committee. He frequently speaks at functions held by banking associations throughout New England.

John Marsh, MBA, CPA, Partner

Mr. Marsh joined Shatswell MacLeod in 1992. Prior to joining the firm he was President and CEO of a $50 million New England financial institution. Prior to that he was the Chief Financial Officer of a $500 million bank in New England. Mr. Marsh has over twenty years of experience in bank auditing, accounting, and operations, including extensive experience in the areas of loan review, loan policy implementation and loan documentation standards.

Mr. Marsh supervises a number of our audit engagements from planning to report writing, including supervision at clients’ offices.

Kevin M. O’Brien, CPA, Partner

Mr. O’Brien joined Shatswell MacLeod in 1989. Prior to joining the firm he was employed as an internal auditor for a Massachusetts financial institution. Mr. O’Brien manages a number of our audit engagements.

Mr. O’Brien is also responsible for and has extensive knowledge in all phases of Pension Plan audits and agreed-upon-procedures for Trust Departments.

Carol Houle, CPA, Partner

Ms. Houle joined Shatswell MacLeod in 1997. Prior to joining the firm she worked as a senior auditor for a CPA firm for four years. Her eight years of experience has been wholly devoted to the auditing of financial institutions.

Ms. Houle manages a number of our audit engagements. Ms. Houle also plays a leading role in the training, supervision, and professional development of our audit staff.

Kevin Smith, Senior Manager

Mr. Smith joined Shatswell MacLeod in 1967. As a hands-on manager he has in-depth expertise in bank accounting, audit, and taxation. He has acquired a wealth of practical experience in bank accounting, regulatory matters, operational issues, financial controls, and asset quality.

In addition to the day-to-day management and coordination of all of our firm’s engagements, Mr. Smith works closely with our clients’ senior management teams. He assists them with issues such as implementation of accounting and regulatory directives, executive compensation planning, implementation of deferred compensation plans, and a host of other technical issues.

Mary Mottram, Audit Manager

Ms. Mottram joined Shatswell MacLeod in 1988. She is involved in the audit process from the beginning of the audit to the end. This includes planning for the engagement, preparation of the management letter and financial statements and is available in the office to respond to our clients’ needs. She has assisted in the preparation and review of many regulatory filings.

John Fitzgibbons, CPA, Tax Manager

Mr. Fitzgibbons joined the firm in 1997. He has extensive experience in tax planning for financial institutions and has prepared numerous state and federal tax returns for our clients. He has assisted our clients in preparing for and responding to audits by the Internal Revenue Service and state revenue authorities.

Mr. Fitzgibbons takes responsibility for the day-to-day management of each tax engagement to which he is assigned; from the tax planning process through preparation of tax returns.

Daniel F. O’Sullivan, Jr., MBA, CPA

Mr. O’Sullivan has over twenty-five years of banking industry experience, including approximately 13 years in public accounting. Mr. O’Sullivan has managed independent audit and management advisory services projects, performed Third Party Review engagements and was an executive in one of the largest savings banks in New England for over eight years. Mr. O'Sullivan provides our clients with assistance in regulatory compliance program assessment, information system control review, interest rate risk management assessment and shock testing, Community Reinvestment Act program assessment and development and business continuity plan development. Mr. O’Sullivan has also participated in the organization, incorporation and operational start-up of a successful community development corporation and has provided professional assistance to the Massachusetts Community Development Finance Corporation and the city of Boston Economic Development Industrial Corporation.

Mr. O’Sullivan speaks periodically at industry-specific and professional meetings and has published articles in the Massachusetts CPA Review and the Commercial Record.

Philip M. Cronin, CISSP, CISA, Principal

Mr. Cronin recently joined the firm as a leader in the IT Risk Assessment and IT Regulatory Compliance Practice.

Mr. Cronin has been partnering with senior management and finance committees in improving management oversight and control and ensuring IT regulatory compliance in the area of FFIEC regulations as well as Sarbanes-Oxley Section 404 and SAS 70s.

Mr. Cronin is a certified information systems security professional (CISSP) and a certified information systems auditor (CISA). Mr. Cronin holds a Master’s Degree in Electrical Engineering from the Massachusetts Institute of Technology (MIT) as well as a second Master’s Degree in Software Engineering.

Mr. Cronin spent much of his career at Bell Labs (Lucent Technologies and AT&T). In his last assignment, he was responsible for IT infrastructure and computer security in the Optical Networking R&D Division. Previously, Mr. Cronin held leadership positions with Polar Cove (a firm specializing in IT regulatory compliance), at WISeKey (a provider of high-security and PKI services), and at uB-mobile (a company developing and operating secure web products for YAHOO!).

Thomas J. Jendrysik, CPA, Internal Audit Manager, Partner

Mr. Jendrysik has recently joined the firm to head our Internal Audit division. Prior to joining the firm, he spent over ten years as Internal Audit Manager for a $1 billion New England financial institution. Prior to that, he was with Ernst & Young. He is a member of the International Independent Auditors Association.

Mr. Jendrysik is responsible for assisting our clients with the maximization of their internal audit structure. His division is also responsible for maintaining the independence between external and internal audit work demanded by recently amended FDIC regulations.