Marshall Stein


With over 16 years of experience in the public accounting industry, Marshall specializes in providing assurance, tax and consulting services to clients in the construction and real estate industries. Marshall is a practical advisor with a proven ability to apply technical requirements in an efficacious manner. He is consistently focused on working collaboratively with clients and industry partners, creating partnerships, maintaining excellent communication, and delivering outstanding service. He is well versed in several specialty areas such as job costing and accounting system design, cost allocation techniques, and strategic business planning, as well as mergers and acquisitions. Marshall is a licensed as a Certified Public Accountant in North and South Carolina and holds the Certified Construction Industry Finance Professional designation. Marshall is a graduate of Clemson University and lives in Raleigh after relocating to the Triangle in 2017.


- Clemson University - MPAcc, Assurance & Advisory

- Erskine College - B.S., Business Administration

In the community

- Certified Public Accountant in North Carolina and South Carolina

- Certified Construction Industry Finance Professional

- American Institute of Certified Public Accountants

- North Carolina Association of Certified Public Accountants

- Construction Financial Management Association ("CFMA") - President of Triangle Chapter

- Triangle Business Journal "40 Under 40" (2020)

- CFMA "40 Under 40" (2021)

- Leadership Raleigh - Class 37 Participant and Class 39 Chair

- Greater Raleigh Chamber of Commerce