Financial Services and Investment

The expectations I had for an accounting firm have been vastly exceeded by Withum. They have performed our last three audits with professionalism and integrity, and it has been a pleasure dealing with them. I know that we are in good hands.
— Barry M. Shereck, Chief Financial Officer, China Opportunity Acquisition
The Withum partner overseeing my account focuses on each and every facet of my clients’ specific tax needs, regardless of how big or small. He is willing to work collaboratively, while maintaining exceptional quality and added value along the way.
— Kathryn Spada, HFO Services Corporation

WithumSmith+Brown’s Financial Services Industry Group serves clients reflecting the diversity of the industry, including hedge fund managers, private equity firms, mortgage bankers, broker-dealers, and regulated investment companies. We understand the challenges of operating in a complicated, highly regulated environment, and how to successfully comply with SEC and other rules which often require the expertise of independent auditors and consultants.

Our Team

Anthony J. Tuths
Anthony J. Tuths
Kirk V. Holderbaum
Kirk V. Holderbaum
Jay C. Shepulski
Jay C. Shepulski
Stephen R. Yardumian
Stephen R. Yardumian
Kenneth J. DeGraw
Kenneth J. DeGraw
Brian T. Wallace
Brian T. Wallace
Matthew R. Pribila
Matthew R. Pribila
Frank R. Boutillette
Frank R. Boutillette
Robert S. Schachter
Robert S. Schachter
Lisa Cappiello, CPA
Lisa Cappiello, CPA
Philip Antico
Philip Antico
Joseph Cassano
Joseph Cassano
Pete Lubcker
Pete Lubcker
Donna Nevolo
The information contained herein is not necessarily all inclusive, does not constitute legal or any other advice, and should not be relied upon without first consulting with appropriate qualified professionals.