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CHAPTER PRESIDENT
Joanne Daly
Joanne Daly is a Financial Advisor with Daly DiColo Wealth Management Group, UBS
Financial Services, Inc. in Providence. She works closely with clients to develop long-term financial planning strategies and help them to achieve their financial goals
and dreams. Her practice focuses on retirement planning, estate planning and educational funding, as well as life and long-term care insurance. She also works
closely with CPAs and attorneys in servicing individuals who are managing the challenges of divorce, serious family illness and widowhood.
Joanne has over 14 years of public accounting and financial planning experience, including serving as a tax manager at firms such as, Ernst and Young (Pittsburgh
and Providence) and Piccerelli, Gilstein and Co, LLC. As a former Director of Planned Giving for the Pittsburgh United Way, Joanne also assists non-profit organizations in
building their planned giving/endowment programs. Joanne is a graduate of Bryant University with a Bachelor of Science in Business Administration and a Masters of Science in Taxation. She earned her CPA
Certificate in 1983 and is a member of the Rhode Island Society of CPAs, the American Society of Women Accountants and the Planned Giving Council of Rhode
Island. She is also a member of the Personal Financial Planning Committee for the Rhode Island Society of CPAs.
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PRESIDENT-ELECT / SCHOLARSHIP COMMITTEE CHAIR
Susan Riegert, CPA, CVA
Susan Riegert is a manager with the firm of Sinel, Wilfand & Vinci, CPA's in
Cranston, RI. She is a CPA and Certified Valuation Analyst. Prior to joining Sinel, Wilfand and Vinci in 1998 she was a staff accountant with the firm of Austin and
Bovay, CPA's in Gainesville, Florida for nine years.
Susan holds a Bachelor of Arts degree from Rutgers College and a Bachelor of
Science degree in Accounting from the University of Florida, where she also did a substantial amount of graduate work in accounting.
Susan is a member of the American Society of Certified Public Accountants, the Rhode Island Society of Certified Public Accountants and serves as a member of
their taxation and business valuation committees. She is the current president of her Business Networking International Chapter and a member of the Rhode Island
Women's Network Susan has been a volunteer wishgranter with Make-A-Wish of Rhode Island since 2004. Phone: 401-463-8600 x322
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CHAPTER TREASURER
Natasha Coelho
CHAPTER SECRETARY
Linda McKay
Linda is currently the Controller and Operations Director for Narragansett Brewing Company. Prior to joining Narragansett Beer, she was Comptroller for
Carnegie Abbey Club
in Portsmouth, RI. She has also worked for Behan Brothers, a construction company, for two years and for Newport Habor Corporation for twelve
years. Linda and her husband Bill own Fast Picture Framing in Portsmouth. She is also a member of the Portsmouth Business Association.
401-437-8970 ext. 203
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