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Alan H. Litwin , CPA, MST, MBA

Founding Partner

"We’re proud to provide the highest level of timely, quality service to our clients. At the same time, we are committed to providing our employees with professional opportunities, a continuous learning culture, a competitive compensation package & a work-life balance to suit their individual needs."
 

Background

Experience:

  • Managing Director for Fastest Growing and one of the largest CPA firms in the US
  • Managing Partner of KLR affiliate company Envision Technology Advisors, LLC
  • Over 40 years of experience in the public accounting field
  • Provides advisory services to several of the firm’s larger clients
  • Chair of the firm’s Healthcare Services Group
  • Works with many emerging businesses in life sciences, healthcare and technology

Education:

  • Bachelor of Administration, Economics, Lafayette College
  • Master in Business Administration, Rutgers University
  • Master of Science in Taxation, Bryant University


 

Professional

  • Leading Edge Alliance, Board of Directors
  • American Institute of Certified Public Accountants (AICPA), management consulting, technology and tax division member
  • Rhode Island Society of Certified Public Accountants (RISCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Medical Group Management Association
  • Cherrystone Angel Group member
  • Sky Ventures member
  • Providence Mutual Fire Insurance Company, Board of Trustees Chair
  • Rhode Island Public Expenditure Council, board member

Awards:

  • 2021 Managing Partner Elite, Accounting Today
  • 2019 Miriam Hospital Foundation Person of the Year
  • Joseph Ress Community Service Award
  • Wheeler School Board of Trustees Award
  • Max Alperin Leadership Award
  • Merrill L. Hassenfeld Community Service Award
  • 2015 Miriam Hospital Person of the Year
 

Community

  • Lifespan Corporation, vice-chair of the board of directors and audit committee chair
  • Rhode Island Hospital, vice-chair of the board of trustees
  • Newport Hospital, vice-chair of the board of trustees
  • Bradley Hospital, vice-chair of the board of trustees
  • Miriam Hospital Foundation, past chair of the board of trustees
  • Rhode Island Foundation, past professional advisory council chair
  • Jewish Federation Foundation, past board of directors
  • Miriam Hospital, past chair of the board of trustees
  • Wheeler School, past president and chairman of the board of trustees
  • Jewish Community Center of RI, past president
  • Jewish Alliance (Formerly Jewish Federation of Rhode Island), past board member, campaign chair in 2005 & 2006
  • United Way: DeTouqueville Society
  • Temple Emanu-El, past member of the board of directors
  • Lafayette College, past alumni representative
  • YMCA- Camp Fuller, past treasurer
  • Brown- RISD Hillel, past advisory board member
  • Jewish Family Service, past board member
  • Jewish Home Corporation, past board member
  • Jewish Seniors Agency, past board member
  • Fox Point East Side Little League, past board member and coach
  • Rhode Island Kids Count, past treasurer
  • University Club
  • Ledgemont Country Club
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