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Gerry Benjamin
Gerry Benjamin, CPA

Gerald R. Benjamin, CPA, CIRA, co-founded our firm with Woody Alpern, CPA/PFS in 2013, and serves as the firm's Chairman. Mr. Benjamin has 35 years of successful investment advisory, public accounting, principal investing, portfolio management, private equity, and mergers, acquisitions, and restructuring advisory experience. Mr. Benjamin graduated with high distinction, receiving a Bachelor of Science Degree in Accounting, from the University of Kentucky (Lexington, 1979), where he was named a Coopers & Lybrand Scholar. Mr. Benjamin is a member of the American Institute and the Georgia Society Certified Public Accountants, the Turnaround Management Association, the American Bankruptcy Institute, and the Association of Insolvency & Restructuring Advisors. Mr. Benjamin is also a Certified Insolvency & Restructuring Advisor.

In addition as serving as Chairman of our firm, Mr. Benjamin serves as Managing Partner of Atlanta Equity Investors, LLC ("AEQ"), an Atlanta based middle market private equity firm which Mr. Benjamin co-founded in 2007. Prior to joining AEQ, Mr. Benjamin served as Managing Director and Head of Investment Banking and Private Equity Advisory Services with Navigant Capital Advisors, LLC, the broker-dealer subsidiary of Navigant Consulting, Inc. (NYSE:NCI). Prior to joining Navigant, Mr. Benjamin served as a Senior Managing Director with Casas, Benjamin & White, LLC ("CBW"), a nationally recognized financial restructuring and mergers & acquisitions advisory firm acquired by Navigant in 2005. Mr. Benjamin has successfully initiated, negotiated, and consummated more than 250 middle market merger, acquisition, restructuring and divestiture transactions, both on behalf of client constituencies and as a principal, aggregating in excess of $10 billion of transaction value.

Prior to co-founding CBW in 1999, Mr. Benjamin served as Chief Executive Officer of Premier Healthcare, Inc., a healthcare venture management and development firm which Mr. Benjamin co-founded in 1991. Prior to founding Premier Healthcare, Inc., Mr. Benjamin served as Managing Partner and Director of Corporate Finance Services with Williams, Benjamin, Benator & Libby, a leading Atlanta based certified public accounting firm which Mr. Benjamin co-founded in 1982. Mr. Benjamin began his public accounting career with the Atlanta office of Ernst & Young in 1979.

Mr. Benjamin has served as a director of numerous closely held and publicly traded companies, and currently serves on the Board of Trustees and the Executive Committee of Woodward Academy and as the Chairman of the Board of Trustees of the Jewish Federation of Greater Atlanta.

A gifted speaker and investment advisor, Mr. Benjamin, along with Woody Alpern, co-hosts the firm's highly acclaimed financial talk radio show "The CPA Wealth Advisors", which airs every Sunday morning on All News 106.7 FM.

Woody Alpern
Woody Alpern, CPA/PFS

Woody Alpern, CPA/PFS, co-founded our firm with Gerry Benjamin, also a CPA, in 2013, and serves as the firm's President. Mr. Alpern attended the University of South Carolina, (undergraduate and post graduate), on a full academic scholarship, graduating with honors, obtaining both a Bachelor of Accounting Degree and  a Master's Degree in Accounting, emphasis Taxation, in 1986 and 1987.respectively. Mr. Alpern has over 29 years of experience in investment advisory, public accounting and other entrepreneurial ventures. Upon his completion of graduate school, Mr. Alpern joined the accounting firm of Touche Ross (later becoming Deloitte & Touche) where he obtained extensive additional training and experience working on complex tax research, consulting and compliance engagements for high net worth individuals as well as closely held and publicly traded companies. Mr. Alpern is a member of the American Institute and Georgia Society of Certified Public Accountants, the Personal Financial Specialists Division of the AICPA, and The American Society of Tax Resolution Specialists where he further earned the credential of Certified Tax Resolution Specialist ("CTRS").  Mr. Alpern serves on the Board of Trustees and as a member of the Allocations & Continuity Committee of the Jewish Federation of Greater Atlanta. For the year 2014, was proclaimed by Worldwide Who's Who "Executive of The Year Award, Representing The Financial Advisement Industry".

Mr. Alpern enjoys educating others in the arena of financial planning, and has been a regular speaker on a variety of financial related topics at various events including those sponsored by Fortune 500 companies. Mr Alpern has taught financial accounting at the college level and has been a regular guest on multiple financial talk radio shows. 

Mr. Alpern co-founded what grew to be one of the largest fee only investment advisory firms in Atlanta. Since the firm's founding in 1996, the firm grew to well over $1 billion in assets under management. It was while serving his investment clients that Mr. Alpern took notice of additional client needs beyond the scope of personal portfolio management: tax preparation, tax planning & consulting, IRS representation & designing & administering employee benefit plans were also in constant demand by his clients. In order to address these needs, Mr Alpern also founded a leading Atlanta based  tax & accounting CPA firm. In 2013 Mr Alpern divested his interest in his former investment advisory firm and his affiliated tax and accounting practice to co-found CPA Wealth Advisors, LLC .

Mr. Alpern is an avid snow skier, wake boarder, PADI scuba diving instructor, volunteer diver at Georgia Aquarium (where he loves doing the dive show), actively fitness trains and enjoys spending time with his wife of 24 years, and two daughters.

Mr Alpern's true professional love is the investment advisory profession and teaching other professionals and clients on related investment and financial advisory topics. Mr. Alpern, along with firm co-founder Gerry Benjamin, co-hosts the firm's highly acclaimed financial talk radio show "The CPA Wealth Advisors", which airs every Saturday & Sunday morning at 10 AM on News Radio 106.7 FM in Atlanta, Georgia.

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