Jerry L. Wilcoxon, CPA/ABV, CVA
Mr. Wilcoxon started his accounting career with a large national firm in the Baltimore office as a member of the audit staff in 1982, and from there joined a regional firm in Easton, Maryland in the fall of 1983. After two years in public accounting, he moved on to the transportation industry to become the corporate controller of a subsidiary of a publicly traded company located in Hurlock, Maryland from 1984 until 1989. He became a CPA in the state of Maryland in August of 1986.
Moving on from there, he became CFO of a management company in Easton, Maryland, which provided financial and operational support to long-term care facilities and various other business ventures. He left in 1998 to become the CFO for a technology integrator located in Salisbury, Maryland, a position he held until March of 2001. From March 2001 until September of 2006, he was a partner in a local public accounting firm in Easton, Maryland, where his practice involved tax, accounting and consulting services.
In September 2006, shortly after obtaining the Certified Valuation Analyst (CVA) designation, he started Wilcoxon Consulting LLC, focusing his practice on providing valuation and consulting services to small businesses. In June of 2009, he received the Accredited in Business Valuation (ABV) designation from the AICPA upon passing the examination and meeting the educational and experience requirements.
He has served on the board of a community bank located in Easton, Maryland since its opening in July of 1993. He was a member of the original shareholder group that founded the bank, and has since served as a Director of the Bank from its formation in 1993 until 1999, from June 2001 until March 2002, and from January 2009 until the present, and, except for a brief period from March to May of 2003, as the Treasurer of the bank holding company from its formation.
Professional memberships include:
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
- National Association of Certified Valuation Analysts (NACVA)
He is a member of the American Institute of Certified Public Accountants (AICPA), a member of the Maryland Association of Certified Public Accountants (MACPA), and a member of the National association of Certified Valuation Analysts (NACVA). He was born in Baltimore, Maryland, and is a graduate of Shepherd University with a degree in accounting. He has served as the Treasurer of the Board of Governors of the Talbot Country Club from 1995 to 2001, and from 2005 until 2013, and he has served on the boards of the Talbot Lacrosse Association as well as the Talbot County YMCA.
Charles M. Renwick, CPA, CFA
Mr. Renwick started his accounting career with a Big 4 accounting firm in the spring of 2007. Working in their Atlanta office as an auditor, he worked on global banking and insurance clients through the sub-prime and global financial crises. During this time period, he focused on the valuation of complex financial instruments including equity derivatives and warrants, mortgage backed securities, and affordable housing properties.
In 2010, after three years in public accounting, he moved to the manufacturing industry to become a finance manager for a global aluminum company. In this role, he was responsible for the valuation and accounting for an extensive debt and derivatives portfolio. Managing international projects, he traveled extensively to South America, Europe, and Asia.
He joined Wilcoxon Consulting in June of 2014 and relocated to the metro New Orleans area.
Mr. Renwick is a Chartered Financial Analyst (CFA) and a member of the American Institute of Certified Public Accountants (AICPA). He is a Magna Cum Laude graduate of the University of Georgia with degrees in accounting, economics, and political science.