Our Professionals: Experience Counts

Beyond providing clients with greater financial control of day-to-day activities and protection for their valuable assets, the Navitance team works collaboratively with our clients’ professional advisors – including CPAs, wealth advisors and tax attorneys – to share knowledge and experience, and help clients make more informed decisions.

Our professionals’ scope of experience enables us to quickly understand unique organizational and financial issues and make a positive impact when it matters most.

Meet the Navitance team:

Laura Glennon, Founder of Navitance, offers more than 25 years of financial management and accounting experience at the CFO level across a wide range of industries and organizations, including in the nonprofit sector. In 2002, Laura acquired a small bookkeeping practice, transforming it into today’s prominent professional services firm, formerly Greater Boston Bookkeeping and Financial Services, Inc., and today known as Navitance. Laura oversees all aspects of the firm including day-to-day operations and client consulting engagements. She and her team provide a full array of financial, accounting, outsourced CFO consulting and financial restructuring advisory services for high-net-worth individuals, businesses and nonprofit organizations.

Prior to founding her own firm, Laura worked in the corporate banking industry in Boston. Her industry experience included time spent at BayBank Boston, N.A., evaluating domestic and international commercial borrowers’ creditworthiness and wherewithal to repay bank financing for recommendation to senior loan committees, as well as at the U.S. Department of Treasury as a bank examiner, inspecting the asset quality of national banks in the Northeast district. These experiences established a foundation upon which Laura honed her financial expertise and developed instincts for guiding companies to financial fitness. Laura graduated cum laude from Harvard University (Harvard Extension School) with an A.L.B. (Bachelor of Liberal Arts and concentrations in economics and finance. She is a Certified QuickBooks ProAdvisor.

Melanie Brown, Senior Staff Accountant, has nearly a decade of financial experience. Prior to joining Navitance, she gained a diverse accounting perspective by working across a variety of industries, including software, service, retail and non-profit sectors. Melanie holds a Bachelor of Science in Accounting from the University of Massachusetts Lowell, where she was on the Dean’s List all four years and graduated cum laude. She is currently working towards her Master of Science in Accountancy in the pursuit of becoming a Certified Public Accountant. Melanie is a Certified QuickBooks Online ProAdvisor.

Michael Garron, Managing Director, offers more than 25 years of financial management and accounting experience at the CFO and Controller levels, specializing in for-profit service companies. Having worked for both large and small companies, Michael is comfortable in any setting. Majoring in finance, he graduated magna cum laude with a Bachelor of Science in Business Administration from Northeastern University. He was recognized as a member of the National Honor Society and has served as the chairman of the Town of North Andover Finance Committee.

Carleen Loveday, M.B.A., CPA, has more than 20 years of business experience, 8 in public accounting performing and managing audits, with an emphasis on not-for-profit organizations and private equity firms. Her career in private industry includes roles as a convertible bond analyst for a major Wall Street firm, account manager specializing in post-merger client retention for a Fortune 500 software company and consultant at the controller level assisting numerous small businesses. Carleen’s diverse experience has built a strong foundation and sharpened her acumen for general business and accounting practices. For Navitance clients, Carleen supports outsourced CFO functions and pre-audit preparedness and performs reviews of routine bookkeeping functions. Carleen received a Master of Business Administration from Cornell University’s Johnson Graduate School of Management and a Bachelor of Arts in English from the University of Vermont. She is a licensed Certified Public Accountant in the state of New Hampshire and is a member of the American Institute of Certified Public Accountants.

Richard Ogden (Ric), CPA, MBA, MST, has been a tax and accounting professional since 1986 and is a licensed CPA in Massachusetts.

For over 25 years, he served as the CFO of several small and mid-size businesses while also managing the extensive personal investment and tax activities of the business owner and his family. Ric’s current work focuses on tax preparation, tax controversies, and accounting services for individuals and small businesses.

Ric has experience with virtually all entity types including sole proprietorships, partnerships, LLCs, S corporations, C corporations, estates and trusts. He has successfully represented clients for IRS audits, state tax residency and delinquent tax matters.

Ric graduated with a BS in Finance, Magna Cum Laude, from Bentley University in 1986. In addition, he earned a Masters of Business Administration (MBA) from Babson College where he graduated with honors in 1992 and a Masters in Taxation (MST) from Bentley University, with high distinction, in 2015.

Ric is an Adjunct Professor at the Merrimack College Girard School of Business where he teaches accounting and financial planning courses. Ric also oversees Merrimack’s Volunteer Income Tax Assistance (VITA) program in Lawrence, MA.

Aashruti Patel, Staff Accountant, is a Certified QuickBooks Online ProAdvisor and experienced in QuickBooks, Microsoft Office and Sage Peachtree. Aashruti graduated with honors from Suffolk University, where she was regularly on the Dean’s List, majoring in Accounting and Finance and receiving a B.S. in Business Administration. She is presently working on deepening her knowledge across all areas of public accounting, accruing industry-specific experience and is planning to become a Certified Public Accountant.

Elisa Sartori - March 2016

Elisa Sartori, CPA, CIRA, is a Certified Public Accountant (CPA) and a Certified Insolvency and Restructuring Advisor (CIRA). She began her career in public accounting, practicing for 14 years in the tax and consulting groups at KPMG. She transitioned to Mesirow Financial Consulting in 2004, where she served as Managing Director. There she was a recognized expert in tax and accounting issues, reorganizations and restructurings. Her clients’ industries include energy, pharmaceuticals, retail, airline, mortgage services, gaming, manufacturing, professional services, printing, and manufacturing. Elisa has a Bachelor of Arts degree in accounting from Saint Michael’s College and is a frequent speaker on a variety of financial and income tax matters.