About I.S. Partners

During his 25-year career, David has successfully delivered assurance, business advisory and investigative services to the financial institutions industry, primarily commercial banks and insurance companies. Additionally, he possesses solid competencies in risk-based auditing and internal control evaluation, and has generated significant cost savings for clients engaged in Sarbanes-Oxley compliance. He has held senior positions in both public accounting and private industry.

Prior to joining IS Partners, LLC, David managed forensic investigations at a nationally-recognized accounting firm and provided fraud detection, forensic investigation and litigation support services for the FDIC. David graduated from Temple University in Philadelphia, PA.

Anthony has over 20 years of experience and has worked with a variety of industries, including insurance companies, financial services, manufacturing, not-for-profit organizations, and service companies. Anthony has extensive knowledge in IT consulting; he is also a Certified Information Systems Auditor (CISA), Certified Information Systems Manager (CISM), Qualified Security Assessor (QSA), Certified ISO/IEC 27001 Lead Auditor designation holder with expert ability to accurately determine needs, understand risk tolerances, offer alternatives to current situations, develop action plans and cultivate longstanding client relationships.

Anthony’s area of expertise consists of cybersecurity and cyber risk management, payment card industry (PCI) security, privacy management (Privacy Shield and GDPR), SOC for Service Organizations (SOC 1 and 2), and Sarbanes Oxley Compliance across various industries. Prior to joining I.S. Partners, LLC Anthony spent 12 years with PriceWaterhouseCoopers (PWC) as a Senior Manager in Business Risk Solution (BRS) Practice advising Fortune 100 financial services, manufacturing, Insurance and utility companies. Anthony was the leader of the eastern region for the SOC for service organizations (SOC 1 and SOC 2) practice. Anthony has a Bachelor’s of Science degree in Financial Management from Saint Joseph’s University. Anthony graduated SJU Haub School of Business, MBA Concentration in Information Systems, Summa Cum Laude.

John has over 22 years of experience working in the manufacturing, distribution, not-for-profit, governmental, insurance, public utilities and service industries. John has expertise in various aspects of the accounting, auditing and consulting disciplines. He has directed a full range of value-added services and has consulted senior executives in middle market and Fortune 500 companies. His experience includes Sarbanes-Oxley compliance, SSAE 16 (SOC 1) audits, outsourcing and contract services, financial management, accounting and strategic planning, due diligence, business restructuring / re-engineering, process improvement and risk assessment.

Prior to establishing I.S. Partners LLC, John worked at PriceWaterhouseCoopers, LLC in their business advisory and assurance practice in Philadelphia, PA. John graduated from LaSalle University in Philadelphia, PA.

Bernard has over 15 years of experience working in the healthcare, insurance, banking and telecommunications industries. He has expertise in MAR, HIPAA and Sarbanes Oxley Compliance, IT Security and Privacy Management, Enterprise Risk Management (ERM), Health Care Insurance, Banking and Financial Services and Department of Insurance.

Bernard has conducted a variety of Information Technology (IT) audits ranging from IT general controls reviews for Sarbanes-Oxley (SOX), Model Audit Rule (MAR), SSAE 16 evaluations, Soc 2 and SOC 3 audits, IT security assessments, and IT operation reviews, CISO placement. Prior to joining IS Partners, LLC, Bernard was employed with KPMG and PWC as an Information Technology Advisory Services Auditor, where he worked on internal and external audit engagements in accordance with Sarbanes-Oxley requirements, SAS 70 reviews, and system-based application control reviews. In addition to those reviews, Bernard was part of a security team at KPMG where he participated in security assessments including vulnerability assessments as well penetration studies. Bernard graduated from Drexel University in Philadelphia, PA. He received his MBA from the University of Phoenix in Arizona. Bernard has a CISSP certification from Villanova University in Philadelphia, and is a member of the Information Systems Audit and Control Association (ISACA).

Robert is a Partner with our firm’s Business Process/Advisory Services practice in Horsham, PA. Robert has conducted a variety of Financial Statement Audits for a range of industries such as banking, healthcare, payroll, employee benefit plans (Pension, Health and Welfare), Unions and Construction. Robert’s specialty is in audits of IT Controls and Infrastructure, Financial Statements, SOC 1 and SOC 2 audits, HITRUST CSF Assessments, Model Audit Rule (MAR), including evaluating business process as well as IT General Controls surrounding the reporting of financial information.

He also has experience with analyzing Health Insurance information from AmeriHealth, Blue Cross Blue Shield, Express Scripts and Delta Dental. Additionally, Robert has performed audits for Construction and Special Tax related credits (Historical Tax Credits). He has prior work experience using ISSI, Great Plains and Peach Tree. Prior to joining I.S. Partners, LLC, Robert was employed with Novak Francella in the Financial Statement Audit division, where he worked as an associate on external audit engagements in accordance with GAAP and DOL requirements. Robert has a Bachelor of Science degree in Finance and Accounting from LaSalle University, Philadelphia, PA.