Fred has been with Holbrook & Manter since 1974, participating in all of the Firm’s service areas. Fred currently focuses on Tax compliance and Management Advisory Services within several industries: agri-business, insurance, non-profit, automotive dealerships, construction, manufacturing, medical practices and ancillary services. He also provides financial, tax and estate planning services for individuals and closely-held enterprises. In addition, Fred provides investment management for high net worth individuals and their families.
Fred’s professional experience prior to joining H&M was with the Columbus office of Haskins & Sells (currently Deloitte), a national accounting firm. He was responsible for closely-held business relationships and engagements requiring filing with the Securities and Exchange Commission.
Education
- Bachelor of Business Administration – Ohio University
Professional Accreditation
- CPA – Certified Public Accountant, Ohio
- Licensed Investment Advisor
Associations & Memberships
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants (OSCPA) (Past Vice-President, Past State Director, Past Public Relations Executive Council, Strategic Planning Committee)
- North Central Chapter (NCCOSCPA) (Past President)
- Past Editorial Advisory Board Chairman – The Ohio CPA Journal
- School of Accounting Advisory Council – Ohio University
- Accounting Advisory Board – The Marion Technical College
- Marion Community Foundation Board (Past Chairperson)
- Delaware County Cultural Arts Center Board (Past Chairperson)
- Advisory Board of the Entrepreneurial Institute, Columbus Chapter
- Many other Community and Civic organizations