Withum is proud to share that The Washingtonian has once again selected Joel Susco on their Top Financial Advisers list.
Joel, Partner, in Withum’s Washington DC office was selected to the directory for his industry expertise, active community involvement and well -respected standing in the greater Washington D.C. business community.
As a tax accountant, his specialties include Business Tax Services, Private Client Services, and Estate and Trusts Services. Joel’s extensive knowledge in federal and state tax laws, his ability to craft tailored tax strategies for his clients, and his advisory work with charitable organizations position him as a premier financial adviser for the Firm, the industry and the community he serves.
The Washingtonian’s Top Financial Advisers list is a curated directory of highly regarded financial professionals serving the Washington, D.C. area. This annual list is expert-verified and peer-recommended, based on surveys of hundreds of local financial and legal professionals. The list features financial planners, estate attorneys, tax accountants, insurance advisors and bank wealth advisers. Joel has been selected on the Top Financial Advisors list in previous years.
Robin brings more than 20 years of investment banking and principal investing experience, advising founder-led, family-owned and privately held companies. Throughout his career, he has advised on transactions exceeding $30 billion in aggregate value, including M&A transactions, leveraged buyouts, recapitalizations, restructurings and debt and equity financings. His experience spans a broad range of industries, providing…
Chelsie is a leader in Withum’s San Ramon, CA, office, where she specializes in audits of employee benefit plans, labor organizations and multiemployer benefit plans. She was recognized for her dedication to clients, technical proficiency and ability to help organizations address audit and compliance requirements. Chelsie is deeply committed to fostering the next generation of…
Chris Passmore and Steve Martini have made a lasting impact across the San Fernando Valley through their leadership, business advisory skills and community involvement. Recognized for helping businesses navigate change, create opportunity and drive growth, they have strengthened the region’s business community while contributing to its long-term economic vitality. Chris Passmore is the Partner-in-Charge of Withum’s…
