Wells Group Expands Management Team With Six Promotions

NEW YORK, September 14, 2026 — Wells Group of New York today announced six promotions across its CFO and Controller practices, expanding the firm’s management team as it continues to grow.

The promotions include:

CFO Practice

Brian DeLay, promoted to Vice President
Shivam Desai, promoted to Senior Manager
Louis Mouk, promoted to Senior Manager
David Truesdell, promoted to Senior Manager

Controller Practice

Sam Allen, promoted to Controller
David Schantz, promoted to Controller

All six professionals are members of the Wells Group management team and will play an expanded role in leading client relationships, developing talent and helping drive the continued growth of the firm.

At Wells Group, Vice Presidents oversee major CFO and Controller engagements, leading multidisciplinary teams and serving as senior financial partners to CEOs, management teams and investors.

Senior Managers frequently serve as Heads of FP&A and Directors of Finance on major engagements, taking direct responsibility for forecasting, financial planning, management reporting and strategic decision support. Their work spans lower middle market companies as well as private equity and venture-backed portfolio companies.

“Wells Group is taking on more work, more complex assignments and stronger clients than we were a year ago,” said George Wells, Founder of Wells Group of New York. “That growth comes directly from people who take ownership, build client relationships, grow their businesses and consistently deliver at a high level. Brian, Sam, David, Shivam, Louis and David have each demonstrated that they can do exactly that.”

Earlier this year, Wells Group rebuilt its leveling and compensation structure to create a more transparent and performance-driven path for advancement. Every level carries clear expectations, and promotions follow when an individual demonstrates that they can meet and sustain those expectations.

“These promotions are about more than strong individual performance,” Wells added. “Our management team is expected to lead. That means owning major client relationships, managing teams, developing people and helping grow the firm. Each of these leaders has demonstrated that ability and earned the opportunity to take on more responsibility as we build the next phase of Wells Group.”

The promotions come as Wells Group continues to expand its CFO Platform and broader finance and accounting capabilities, providing growing companies and their investors with experienced CFO, Controller, FP&A and accounting leadership.

About Wells Group of New York

Wells Group of New York is a financial and strategic advisory firm providing companies with experienced CFO, Controller, FP&A and accounting leadership. Wells Group professionals frequently operate directly inside client organizations as CFOs, Controllers, Heads of FP&A and Directors of Finance, supporting lower middle market, private equity and venture-backed companies through periods of growth, transformation and financial complexity.

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Wells Group of New York
www.wgny.co