office (561) 282-6298
(561) 737-1289

Executive Team

Marvin Mowatt,CPA, LIFA

Managing partner

Marvin earned his undergraduate degree from Pace University, where he received the university's trustee academic scholarship. He is a licensed CPA in New York (since January 1990) and Florida. He has over 22 years experience, and has worked in the
financial services industry, including working as a financial analyst for Merrill Lynch and Co.
Marvin is also a Licensed International Financial Analyst
and a member of the International Research Association (IRA).


Patricia Penrose, CPA,MBA

Managing partner

Patricia is a Certified Public Accountant, certified in the State of New York, with over twenty (22) years experience in accounting, auditing, taxation and other financial services. She is a member of the American Institute of Certified Public Accountants. Patricia holds a Master of Business Administration in Finance from Fordham University and a Bachelor of Business Administration in Accounting from Pace University. Patricia began her career at the accounting firm of Arthur Andersen in New York and subsequently moved to JP Morgan Chase where she worked as a Senior Audit Analyst. In addition, she was the Assistant to the Controller at Sumitomo Trust Bank and VP of Accounting Policies at Calyon Investment Bank.