TSL Express Daily News
The Secured Lender
SFNet's The 81st Annual Convention Issue
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Top 5 Apps for Organizing
Mar 7, 2019If you’re like most of us, we try to stay organized in business and life, but it gets increasingly complicated…
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The Importance of Stretching
Mar 7, 2019Every personal trainer and athletic coach I have ever worked with has stressed the importance of stretching. When working out…
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SFNet's 40 Under 40 Award Winners Panel Recap
Mar 6, 2019Moderator: Samantha Alexander, regional underwriting manager, Wells Fargo Capital Finance’s Corporate Asset Based Lending group and 2016 CFA 40 Under…
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SFNet's Inaugural YoPro Leadership Summit
Mar 6, 2019The Secured Finance Network brought together the next generation of commercial finance leaders for a full day of learning and…
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It’s a Marathon, Not a Sprint
Aug 22, 2018I was recently invited to participate in an executive panel to answer questions from a credit training class comprised of...
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It’s Not Too Late – Five Member Benefits to Cash In On Now
Aug 1, 2018As we hit the half way mark on calendar year 2018, it is a good time to take stock and…
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It’s Time To Break Up With Your Phone
Jul 18, 2018Do I have your attention? Let’s be honest here: do you have the attention span to read this article? Compared…
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Lien Management – What You Need to Know
Jun 6, 2018UCC filing is the cornerstone of all loans and every lien portfolio...
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Potential Impacts of Blockchain on Commercial Lending
Jan 15, 2018By Raja Sengupta, Executive Vice President and General Manager, Wolters Kluwer’s Lien Solutions When it comes to the rising importance…
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How to be a Good Leader
Dec 5, 2017I know what you’re thinking…another article about how to be a good leader? The short answer is yes…but this time,…
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Fintech and Due Diligence – Disruptors and Established Firms Evolve
Oct 30, 2017The fintech sector has gone through a number of manifestations in the past two decades.
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A Commercial Banker’s Tickler Transition Plan
Oct 18, 2017Just do a keyword search for “bank tickler,” and you’ll quickly realize that banks are still heavily reliant on manual…
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Understanding and Developing Your Personal Brand: Four Steps to a More Intentional Career Progression
Sep 5, 2017It is imperative for individuals to have a general idea about their future career aspirations, just as companies should have clearly defined strategies.
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Selecting a Technology Vendor: 3 Questions to Ask
Jul 5, 2017As with anything else at your bank, selecting a technology vendor can be a challenging decision. Users from across different…
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Why Back-Office Lending Automation Enhances Customer Satisfaction
Apr 25, 2017Every bank strives to keep its customers happy. Of course, some institutions are better at achieving this goal than…
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The Lost Art of the Loan Purchase
Mar 2, 2017Purchasing a loan directly from a bank whether at par or discount is a not-often-used technique that is easily…
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Audit Prep: Why a Paperless Approach Makes Sense
Feb 15, 2017How much time does your financial institution spend preparing for audits? We recently surveyed 187 community banks, and the results…
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Back Office Support Services: Helping you approve more clients
Feb 7, 2017How many times have you come across a potential client who’s financials are either not up to date, not accurate,…
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“All Assets” is the Key When Drafting UCC-1 Financing Statement Collateral Descriptions
Jan 30, 2017Even when prepared by outside or in-house counsel, many lenders pay close attention to draft UCC financing statements before they…
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Paper Loan Files: Does Your Bank Know the True Cost?
Jan 12, 2017Sure, there’s a tangible cost associated with deploying an electronic loan imaging system. Software, support, and scanning hardware are just…
November 17, 2021
Source: Grant Thornton
CHICAGO — Grant Thornton LLP, a leading audit, tax and advisory firm, has named Mark Margulies as its managing partner for South Florida, including the firm’s offices in Miami and Ft. Lauderdale, effective immediately.
Margulies is an experienced leader whose accounting career spans more than 30 years. He most recently served as a senior partner in Grant Thornton’s Corporate Tax Reporting and Advisory practice. Prior to that, he served as the national Tax managing partner for Privately-Held Business and as the Tax practice leader for the Southeast region.
“Mark is a talented and accomplished leader with decades of experience and a strong reputation for client service,” said David Platt, managing partner for Grant Thornton’s East region. “He has long been synonymous with superior client service: Businesses trust him to deliver nuanced solutions to their most pressing challenges, and colleagues trust him to offer steady, kind and effective leadership. I know his wealth of experience will pay dividends for our South Florida offices and the firm more broadly.”
Margulies joined Grant Thornton in 1999 after a successful nine-year stint at another national professional services firm. He possesses in-depth consulting experience in accounting for income taxes, tax accounting method selection and mergers and acquisition planning. He has worked interchangeably between public and private companies, focused on industry work in manufacturing and distribution, technology, financial services, and media and entertainment. Margulies helped start Grant Thornton’s National Client Experience Council and has long been recognized as one of the firm’s leading client service partners.
Margulies succeeds Seth Siegel, a longtime leader at Grant Thornton, who was recently appointed CEO-elect by the firm’s Partnership Board. Siegel will succeed the firm’s current CEO, Brad Preber, when Preber retires on July 31, 2022 — after almost two decades in leadership roles at the firm.
Margulies received a bachelor’s degree in accounting and a master’s degree in taxation from the University of Miami. He is active with his alma mater, and most recently served as the chair for the university’s Accounting Advisory Council. He also spends considerable time giving back to the South Florida community through leadership roles in charitable causes like the Miami Dolphins Challenge Cancer, which funds innovative cancer research in South Florida.
About Grant Thornton LLP
Founded in Chicago in 1924, Grant Thornton LLP (Grant Thornton) is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton, which has revenues of $1.97 billion and operates more than 50 offices, works with a broad range of dynamic publicly and privately held companies, government agencies, financial institutions, and civic and religious organizations.
“Grant Thornton” refers to Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd (GTIL). GTIL and the member firms are not a worldwide partnership. Services are delivered by the member firms. GTIL and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions.
Contact:
Jon Rucket
T +1 404 984 6249

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