LEADERSHIP
George Wells, Founder
George Wells is the Founder and Executive Chairman of Wells Group of New York. A strategic finance and accounting services firm specializing in interim CFO and controller roles for high-growth and transitioning businesses. With over 20 years of experience, George has guided companies across SaaS, media, healthcare, fintech, and consumer goods through complex financial challenges and transformative growth. Before founding Wells Group in 2009, George spent a decade on Wall Street, working at Morgan Stanley and Goldman Sachs, where he gained deep expertise in corporate finance, capital markets, and M&A. He began his career as an investment banking intern at Salomon Brothers at age 19. As Interim CFO of Barstool Sports, George oversaw the $550 million sale to Penn National Gaming (NASDAQ: PENN), ensuring IPO readiness and navigating the complexities of operating as a subsidiary of a publicly traded company. At Quip, George improved EBITDA by $50 million, which made raising $200 million in funding achievable during his tenure as Interim CFO. His firm currently manages accounting and finance operations for over 60 companies, supported by a team of 30 U.S.-based professionals and dozens offshore contractors and chartered accountants. Known for his modular finance department model, George delivers tailored solutions to drive agility and efficiency for his clients, ensuring they are well-positioned for long-term success. George Wells is a dedicated philanthropist and arts advocate. He serves as the Co-Chair of the Tate’s North American Acquisitions Committee, President and Treasurer of the Parrish Art Museum, and Treasurer of the Anti-Recidivism Coalition. Additionally, George is a Member of the Whitney Museum's Painting & Sculpture Committee, the 2024 Whitney Biennial Co-Chair, a Board Member of Stanford’s Cantor Museum, and a member of the Out in Tech Board.
Evan Zawatsky, Partner
Evan Zawatsky is a partner of the Wells Group with a background in CFO and Controller services. Evan began his career in audit at KPMG, where he earned his CPA, and later joined Ernst & Young’s Advisory group. After completing his MBA, Evan spent four years as an independent consultant while partnering with Nomad Financial and Catalant, focusing on working with start-ups in finance, accounting and management consulting engagements. He consulted 100+ start-ups in tech, consumer goods & services, healthcare, and manufacturing, while also working with Anheuser-Busch’s ZX-Ventures, Estee Lauder and Covanta Energy. Evan joined Wells Group in 2018, and since then has spearheaded finance and accounting engagements for Seed to Series D companies. Evan received his BS in Accounting from the University of Delaware and MBA from UNC Chapel Hill’s Kenan-Flagler Business School.
CFO PRACTICE
Jacob Boutté
Director of Finance, CFO Practice
Jacob joined the Wells Group in 2025. Prior to joining the Wells Group, Jacob worked in financial management, strategic planning, and operational optimization .
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Education
Bachelor's degree in Business from LSU. MBA in Finance from the University of New Orleans.
Shivam Desai
Senior Analyst, CFO Practice
Shivam joined the Wells Group in 2022. Prior to joining the Wells Group Shivam was a Financial Associate at Nestle.
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Education
Bachelor's degree in Business Administration (Concentration in Finance), Economics and Statistics from Carnegie Mellon University.
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Aaron Jatana, CPA
Director, CFO Practice
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Aaron joined the Wells Group in 2021. Prior to joining the Wells Group, Aaron was a Senior Audit Associate at KPMG.
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Education
Bachelor's degree in Accounting from The University of Arizona. Masters degree in Accounting from The University of California, Irvine with a focus in Data Analytics. ​​
Louis Mouk
Senior Analyst, CFO Practice
Louis joined the Wells Group in 2023. Prior to joining the Wells Group Louis was a Finance Coordinator at Ascension Roofing & Sheet Metal.
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Education
Bachelor's degree in Finance from Louisiana State University, and MBA in Finance from Louisiana State University.
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Noah Gilman
Vice President, CFO Practice
Noah Joined the Wells Group in 2025. Prior to joining the Wells Group, Noah was a Senior Associate in the M&A Advisory group at Crowe and spent over 2 years at EY focusing on audits of growth-stage companies.
Education
Bachelor's degree in Accounting from the University of Central Florida. Master's degree in Accounting from Fordham University. ​​
David Truesdell
Manager, CFO Practice
David joined the Wells Group in 2022. Prior to joining the Wells Group David was a Financial Analyst at Backend Benchmarking.
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Education
Bachelor's degree in Economics from the University of Virginia.​​
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Brian DeLay, CPA
Manager, CFO Practice
Brian joined the Wells Group in 2024. Prior to joining the Wells Group, Brian was an Analyst at Harris Williams.
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Education
Bachelor’s degree in Accounting from Adelphi University. Master's degree in Accounting from Adelphi University.
Myles Fischer
Analyst, CFO Practice
Myles Joined the Wells Group in 2024. Prior to joining the Wells Group Myles was an Analyst in the Debt Capital Markets Group at Goldman Sachs.
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Education
Bachelor's degree in Finance from Southern Methodist University, Cox School of Business with a minor in Art History. ​​
Amie Jatana, CPA
Vice President, CFO Practice
Amie joined the Wells Group in 2021. Prior to joining the Wells Group Amie was a Senior Associate in the M&A Tax Practice at KPMG.
Education
Bachelor's degree in Accounting from The University of Texas at Austin. Master's degree in Professional Accounting from The University of Texas at Austin.​
Marshall Monrad, CPA
Director, CFO Practice
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Marshall joined the Wells Group in 2021. Prior to joining the Wells Group, Marshall was a Real Estate Senior at Deloitte.
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Education
Bachelor's degree in Accounting and Finance from The University of Kansas. Master's degree in Accounting from the University of Kansas School of Business.​
Will Pappas, CPA
Vice President, CFO Practice
Head of Healthcare Practice
Will joined the Wells Group in 2020. Prior to joining the Wells Group, Will was a Senior in Deloitte's Private Equity tax division.
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Education
Bachelor of Business Administration in Accounting. Master's of Science in Finance from Texas A&M's Mays School of Business.​​​
CONTROLLER PRACTICE
Sam Allen, CPA
Accounting Manager, Controller Practice
Sam Allen joined the Wells Group in 2022. Prior to joining the Wells Group, Sam was a Senior Associate in Business Tax Services at KPMG.​
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Education
Bachelor's degree in Accounting & Finance from The University of Illinois Urbana-Champaign. Master's degree in Accounting Science from The University of Illinois Urbana-Champaign with a concentration in Data Analytics.​​​
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Jessica Kam, CPA
Senior Accountant, Controller Practice
Jessica joined the Wells Group in 2023. Prior to joining the Wells Group Jessica was an Accounting Assistant at Naxa Electronics.​
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Education
Bachelor's degree in Cognitive Science from the University of California, Berkeley. Certificate in Accounting from the University of California Los Angeles.​
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Tara Mayer, CPA
Senior Accountant, Controller Practice
Tara joined the Wells Group in 2022. Prior to joining the Wells Group, Tara was a Compliance Manager at Spruce Street Consulting LLC.
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Education
Bachelor's degree in Economics & Political Science from the University of Pittsburgh. Master's degree in Public Policy and Management from Carnegie Mellon University - Heinz College of Information Systems and Public Policy.
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Maryann Polly
Accountant, Controller Practice
Maryann joined the Wells Group in 2017. Prior to joining the Wells Group, Maryann was the Business Manager at Jimmie Wells Auto Sales where she worked for 16 years.
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Education
Bachelor's degree from St. Johns River State College, Flagler College.
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Zoe Wei
Senior Accountant, Controller Practice
Zoe joined the Wells Group in 2022 as a Staff Accountant. Prior to joining the Wells Group, Zoe gained experience as a staff accountant at Guaranteed Rate Inc.
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Education
Bachelor's degree in Finance from Tibet University for Nationalities, and UCLA Extension degree in Accounting and Finance.
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Morgan Cranfill, CPA
Accounting Manager, Controller Practice
Morgan joined the Wells Group in 2023. Prior to joining the Wells Group Morgan was the Controller at Bright Cellars.
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Education
Bachelor's Degree in Business Marketing and a masters degree in Accounting from the University of Wisconsin - Milwaukee.​​​​
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Mathew Margolis, CPA, CA, MPACC
Accounting Manager, Controller Practice
Mat joined the Wells Group in 2022. Prior to joining the Wells Group Mat was the Lead Analyst at Radicle.​
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Education
Bachelor's degree in Accounting and Economics from Memorial University of Newfoundland. Master's degree in Accounting and Business/Management from The University of Saskatchewan.
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Taylor Norden, CPA
Senior Accountant, Controller Practice
Taylor joined the Wells Group in 2024. Prior to joining the Wells Group, Taylor was an Audit Associate in Financial Services at PwC.
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Education
Bachelor's degree in Accounting from The University of Kansas. Master's degree in Accounting from The University of Kansas with a concentration in Advisory.
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David Schantz, CPA
Senior Manager, Accounting, Controller Practice
David joined the Wells Group in 2022. Prior to joining the Wells Group, David was a Manager at Meaden & Moore.
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Education
Bachelor's and Master's degree in Accounting from State University of New York College at Geneseo.
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