LEADERSHIP
George Wells, Founder
George Wells is the Founder of Wells Group of New York, an interim CFO, Controller consulting firm based in New York City. From March 2022 through August 2023, he served as the Interim CFO (full-time) at Barstool Sports where he oversaw the sale and integration to Penn Entertainment (NASDAQ: PENN), a publicly traded regional casino operator and leader in online betting. From January 2020 to March 2022, George served as full-time CFO at quip where he spearheaded the company's path to profitability and raised a $150 million Series B growth round led by Cowen Sustainable Investments. From September 2015 to October 2017 George served as the Chief Financial Officer of Zola the fastest growing wedding registry and wedding company in the country. As a member of Zola’s 8 person executive team, George was responsible for designing and implementing the finance, accounting, legal and HR administrative functions as the first finance executive hire. During his time at Zola, revenue grew from single digit millions to hundreds of millions. Wells Group is responsible for overseeing hundreds of millions of dollars in transactions for innovative businesses, private families, and investment portfolios. Wells Group helps clients better understand how to preserve, deploy and grow capital. From pre-revenue startups to $500M revenue companies, Wells Group provides CFO and CPA level expertise – having worked through thousands of financial models, millions of individual transactions, and billions of dollars of revenue managed. Bit by the entrepreneurial bug of his father’s legacy, Stanford MBA and working with his mentor Warren Lieberfarb, George finally took the plunge in starting the predecessor to Wells Group of New York. George is Trustee of Parrish Museum, Member of the Morehouse College Trustee’s Society, Treasurer of the Anti Recidivism Coalition, Board Member of Out in Tech, Co-Chair of Tate's North American Acquisition Committee, member of the Tate Americas Foundation, and is on the Whitney Museum’s Painting & Sculpture Acquisition Committee and its Artists Council. George received a BA in Finance and Accounting from Morehouse College and MBA from the Stanford Graduate School of Business. He lives with his husband Manfred primarily between their homes in New York, Los Angeles, and Seefeld in Tirol, Austria.
Evan Zawatsky, Partner
Evan Zawatsky is a partner of Wells Group and specializes in CFO and Controller services. At Wells Group, he has served as the VP of Finance at Draper James, interim Controller at Daily Harvest, and consultant CFO at Snowe, FEED, and State Bags, among others. Currently, he consults with 20+ organizations in consumer goods & services, healthcare, food & beverage, and financial 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 received his BS in Accounting from the University of Delaware and MBA from UNC Chapel Hill’s Kenan-Flagler Business School.
Matt Weiler, CEO
Matt Weiler has a wealth of experience spanning over 15 years. Throughout his career, Matt has demonstrated his ability to build and grow innovative brands across Beauty, Fashion & Apparel, and Food & Beverage. As the CFO of Daily Harvest, Weiler was instrumental in scaling the company’s financial infrastructure, supporting its expansion into new markets, and securing significant investment funding. Prior to Daily Harvest, Matt served as the Vice President of Finance for Glossier. During his tenure, he played a key role in refining the company’s financial processes and enhancing profitability while maintaining a strong commitment to brand integrity and customer experience. Before his success at these high-growth companies, he worked in various finance and operating roles at Thrillst, Qwiki, and in investment banking at Credit Suisse. Matt Weiler holds a bachelor's degree in Finance and Accounting from Washington University in St. Louis and an MBA with a concentration in finance and accounting from Columbia Business School.
CFO Practice
Brian DeLay, CPA
Manager, CFO Practice
Brian joined Wells Group in 2024. Prior to WGNY, Brian was an Analyst at Harris Williams.
Education
Bachelor’s degree in Accounting from Adelphi University. Master's degree in Accounting from Adelphi University.
Myles Fischer
Analyst, CFO Practice
Myles Joined Wells Group in 2024. Prior to WGNY Myles was an Analyst in the Debt Capital Markets Group at Goldman Sachs.
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 Wells Group in 2021. Prior to WGNY 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.
Louis Mouk
Senior Analyst, CFO Practice
Louis Joined Wells Group in 2023. Prior to WGNY Louis was a Finance Coordinator at Ascension Roofing & Sheet Metal.
Education
Bachelor's degree in Finance from Louisiana State University, and MBA in Finance from Louisiana State University.
Will Pappas, CPA
Vice President, CFO Practice
Will joined Wells Group in 2020. Prior to joining the firm, Will was a Senior in Deloitte's Private Equity tax division.
Education
Bachelor of Business Administration in Accounting. Master's of Science in Finance from Texas A&M's Mays School of Business.
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David Truesdell
Manager, CFO Practice
David joined Wells Group in 2022. Prior to joining Wells Group David was a Financial Analyst at Backend Benchmarking.
Education
Bachelor's degree in Economics from the University of Virginia.
Shivam Desai
Senior Analyst, CFO Practice
Shivam joined Wells Group in 2022. Prior to joining WGNY Shivam was a Financial Associate at Nestle.
Education
Bachelor's degree in Business Administration (Concentration in Finance), Economics and Statistics from Carnegie Mellon University.
Aaron Jatana, CPA
Director, CFO Practice
Aaron joined Wells Group in 2021. Prior to WGNY, Aaron was a Senior Audit Associate at KPMG.
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.
Katerina Madison, CPA
Director, CFO Practice
Katerina joined Wells Group in 2024. Prior to WGNY Katerina ran her own firm, Topanga Integrative Consulting, LLC.
Education
Bachelor of Science in Accounting from the University of Illinois – Chicago.
Marshall Monrad, CPA
Director, CFO Practice
Marshall joined Wells Group in 2021. Prior to WGNY, Marshall was a Real Estate Senior at Deloitte.
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.
Morgan Thomson, CPA
Manager, CFO Practice
Morgan joined Wells Group in 2024. Prior to WGNY, Morgan was an Audit Manager at KPMG.
Education
Bachelors degree in Accounting from the University of Oregon with a minor in Economics. Master's degree in Accounting from the University of Hawaii with a concentration in Data & Analytics.
Controller Practice
Sam Allen, CPA
Accounting Manager, Controller Practice
Sam Allen joined Wells Group in 2022. Prior to WGNY, Sam was a Senior Associate in Business Tax Services at KPMG.
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.
Jessica Kam, CPA
Senior Accountant, Controller Practice
Jessica joined Wells Group in 2023. Prior to WGNY Jessica was an Accounting Assistant at Naxa Electronics.
Education
Bachelor's degree in Cognitive Science from the University of California, Berkeley. Certificate in Accounting from the University of California Los Angeles.
Mathew Margolis, CPA, CA, MPACC
Accounting Manager, Controller Practice
Mat joined Wells Group in 2022. Prior to WGNY Mat was the Lead Analyst at Radicle.
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.
Nick Miller
Accountant, Controller Practice
Nick joined Wells Group in 2024. Prior to WGNY, Nick was a staff accountant at Viva Eve.
Education
Bachelor's degree in Business Administration with a concentration in Finance from Ramapo College of New Jersey.
Zoe Wei
Senior Accountant, Controller Practice
Zoe joined Wells Group in 2022 as a Staff Accountant. Prior to joining Wells Group, Zoe gained experience as a staff accountant at Guaranteed Rate Inc.
Education
Bachelor's degree in Finance from Tibet University for Nationalities, and UCLA Extension degree in Accounting and Finance.
Greg Barrett, CPA
Controller,
Controller Practice
Greg joined Wells Group in 2024. He brings over fifteen years of experience in finance and accounting to the firm. Prior to joining Wells Group, Greg held leadership positions at Formation Bio, Bolt Threads,
and Color Health.
Education
He holds an M.S. in Accountancy from The University of Notre Dame and a B.A. in Business Administration from Morehouse College.
Morgan Cranfill, CPA
Accounting Manager, Controller Practice
Morgan joined Wells Group in 2023. Prior to WGNY Morgan was the Controller at Bright Cellars.
Education
Bachelor's Degree in Business Marketing and a masters degree in Accounting from the University of Wisconsin - Milwaukee.
Maryann Polly
Accountant, Controller Practice
Maryann joined Wells Group of New York in 2017. Prior to joining Wells Group, Maryann was the Business Manager at Jimmie Wells Auto Sales where she worked for 16 years.
Education
Bachelor's degree from St. Johns River State College, Flagler College.
Tara Mayer
Senior Accountant, Controller Practice
Tara joined Wells Group in 2022. Prior to WGNY, Tara was a Compliance Manager at Spruce Street Consulting LLC.
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.
David Schantz, CPA
Senior Manager, Accounting, Controller Practice
David joined Wells Group in 2022. Prior to WGNY, David was a Manager at Meaden & Moore.
Education
Bachelor's and Master's degree in Accounting from State University of New York College at Geneseo.
Taylor Norden, CPA
Senior Accountant, Controller Practice
Taylor joined Wells Group in 2024. Prior to WGNY, Taylor was an Audit Associate in Financial Services at PwC.
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.
