Senior Consultant, Financial Reporting Services
Matt is a senior consultant within Equity Methods’ financial reporting group, where he works with both public and private companies to help solve their equity compensation problems. In his current role, Matt supports ongoing reporting, helps set up new clients with Equity Methods, develops internal processes to drive efficiency, and contributes to thought leadership initiatives. Matt uses his SAS programming expertise to tackle complex client issues including assumed awards, award modifications, and international tax recharges. Matt graduated from Northern Arizona University with an undergraduate degree in finance and a certificate in investments.
Manager, Financial Reporting Services
As a manager at Equity Methods, Radostin Kanev handles the intricacies of many of the firm’s most complicated financial reporting processes. Radostin is known for his ability to analyze a problem’s multiple dimensions and identify optimal solutions, especially in time-sensitive client engagements. His attention to detail and responsiveness are highly valued by clients and peers alike. From prior experience in the financial consulting industry, Radostin acquired technical and conceptual modeling skills which he applies in the course of serving clients at Equity Methods.
Radostin hails from Bulgaria, has studied in Spain, and enjoys traveling to different countries. Through extensive international experience, he has learned to adapt quickly to new environments and communicate successfully with stakeholders from diverse backgrounds. Radostin holds a BS in finance from the WP Carey School of Business at Arizona State University. He has also earned business certificates in international business as well as in small business and entrepreneurship.
Andrew L. Schwartz, CPA, CEP
Andrew has more than 18 years of experience with the administration and taxation of equity compensation.
For the past 14 years, Andrew has managed the Executive Services team, responsible for all Rule 144/Section 16 equity sales and 10b5-1 plans for the employee plan and investment plan business. In addition, he serves as a lead advisor on tax and regulatory issues to Computershare’s U.S. Plan Managers business, as well as the equity compensation industry. He is a frequent speaker at industry events and on webinars.
Andrew earned an M.B.A. in Taxation from the Stern School of Business at New York University, and a B.A. from the University of California at Davis. He is a Certified Public Accountant, Certified Equity Professional, and holds FINRA series 7, 24, 27, and 63 securities licenses. In 2017 he received a ten-year service award from the NASPP.