Marshall A. Stein, CPA

Senior Manager
Direct: 919.334.6177
Main: 919.783.7073
Fax: 919.600.6977
Office: Raleigh, NC
Direct: 919.334.6177
Main: 919.783.7073
Fax: 919.600.6977
Office: Raleigh, NC




Closely Held Business, Construction, Employee Benefit Plans, Manufacturing and Distribution

Professional Overview

With more than 10 years of experience in public accounting, Marshall focuses on providing accounting and assurance services to a wide array of clients, ranging from closely held companies to SEC registrants. Marshall has served numerous clients in the “growth” life cycle stage, including private-equity owned entities. Similarly, Marshall’s work with public companies has provided him with significant experience in SEC reporting and compliance with Sarbanes-Oxley Section 404. His employee benefit plan experience includes assurance and compliance services provided to defined contribution (including Form 11-K filers), defined benefit and health & welfare plans.

Marshall is also responsible for the planning and oversight of the firm’s assurance-focused internal training efforts for several of the firm’s specialty practices and practice groups.

Education, Credentials and Special Training

  • Certified Public Accountant in North Carolina, South Carolina and Tennessee
  • Masters of Public Accounting, Clemson University, cum laude
  • B.S., Business Administration, Erskine College, magna cum laude

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Association for Corporate Growth
  • Construction Financial Management Association
  • Urban Land Institute
  • North Carolina Association of Certified Public Accountants

Civic and Community Activities

  • Past Board Member, Pendleton Place Children’s Shelter
  • Past Board Member, Clarity: The Speech, Hearing and Learning Center
  • Past Board Member, Greenville Humane Society
  • United Way