Urish Popeck & Co., LLC
Lee Wilcox, CPA, CGMA is currently a Partner at Urish Popeck & Co., LLC, where Lee leads the financial services and insurance industries practice. Prior to their current role, Lee served as Vice President - Finance at AXA-Equitable and as Director of Global Fund Accounting and Operations at SEI Investments. Lee also held the position of Assistant Vice President - Senior Operations Manager at Deutsche Asset Management and worked as a Senior Auditor at Price Waterhouse Coopers. Lee holds a BSA in Accounting from the University of Maryland.
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Urish Popeck & Co., LLC
Celebrating 45+ years, Urish Popeck & Co. (UPCO) is a Public Company Accounting Oversight Board (PCAOB) and Canadian Public Accountability Board (CPAB) registered accounting and consulting firm. Our team is a dedicated regional firm with a worldwide reach through our alliance with BDO, the 5th largest accounting firm. UPCO delivers high-caliber assurance, tax, and advisory services to private and public companies, and we provide business owners with personal financial services that preserve and enhance their wealth. Our innovative solutions also include niche client services and products, such as - Cyber, ESG, Captive Insurance, M&A, Telemedicine, and Staffing & Recruiting.