Marcum LLP and Filomeno & Co. complete merger

June 15, 2018 - Connecticut
Thomas Filomeno, Marcum
Wealth Management

West Hartford, CT According to Marcum LLP, Filomeno & Company, P.C, a full-service accounting firm in Connecticut, has merged into Marcum’s New England region. In addition, Filomeno Wealth Management, LLC, joins as Marcum Wealth Management, LLC. Both transactions were effective June 1.

The entire Filomeno team of four partners and 13 associates will join Marcum. Thomas Filomeno, CPA, becomes office managing partner in West Hartford and partner-in-charge of Marcum Wealth Management, LLC.

The merger gives Marcum five offices in Conn. In addition to West Hartford, Marcum also has offices in Greenwich, Hartford, and New Haven. The firm’s New England region additionally includes offices in Boston; Portland, ME; and Providence, R.I. Marcum is headquartered in New York City and has offices in major business markets across the U.S. and overseas.

Filomeno, founded in 1966, provided a full suite of services including accounting & auditing; business advisory; corporate tax; estate, gift & trust; individual income tax; and qualified plans. Filomeno Wealth Management offers financial planning, income tax planning, estate planning, investment advice, executive services, and charitable giving services.

“Filomeno’s history as one of Connecticut’s most well-established and accomplished CPA firms and its strong culture of putting people and community first make it an ideal partner for Marcum,” said Jeffrey Weiner, Marcum’s chairman and CEO. “We are delighted to welcome Tom Filomeno and his team to the firm.”

“Combining with Marcum will give our clients access to the resources and expertise of a national firm while ensuring that they continue to be served by the same professionals they have always worked with. Our relationships with our clients have always been our top priority, and this certainly will not change,” Filomeno said.

“Filomeno’s industry strengths are highly compatible with Marcum’s New England practice groups, particularly construction & real estate, healthcare, manufacturing, and technology. They will add tremendous value for our clients in these and other areas,” said Anthony Scillia, Marcum’s New England regional managing partner.

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