Joe-Cassano_Web

Joseph M. Cassano, Jr.

CPA Partner, Team Leader, Hedge Funds

Get to Know Me

Joe Cassano is an audit partner and leads the Firm’s Hedge Funds Services Team.

With more than 20 years of experience serving alternative investment managers, Joe has deep expertise across both audit and tax. He advises a diverse client base ranging from emerging managers to some of the industry’s largest and most sophisticated funds, spanning a wide variety of strategies, structures and jurisdictions. His experience covers an extensive range of investment vehicles and trading instruments, including traditional equities, complex structured products, private investments and digital assets.

Recognized by clients and peers as a trusted industry advisor, Joe works closely with fund managers throughout every stage of the fund lifecycle. His ability to navigate technical complexities while providing practical, actionable guidance enables clients to address evolving challenges and capitalize on new opportunities in an increasingly dynamic marketplace.

Beyond his client service responsibilities, Joe plays an integral role in developing talent within Withum’s Financial Services practice. He is a key contributor to the Firm’s internal training initiatives, helping cultivate the next generation of professionals and ensuring teams remain at the forefront of industry developments and technical excellence.

Industry Expertise

Learn More About My Story

Learn more about my professional experience and how I spend my time outside the firm.

Education:

  • BBA Public Accounting, Pace University

Professional Affiliations:

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, New Jersey Society of Certified Public Accountants (NJCPA)
  • Member, New York State Society of Certified Public Accountants (NYSSCPA)
  • Member, Investment Management Committee of the NYSSCP
  • 40 Under 40, NJBIZ, 2018

Joe is a frequent speaker at industry events, where he shares insights on alternative investments, operational best practices, institutionalization and the evolving regulatory landscape. He is also an active contributor to thought leadership, authoring articles on emerging trends and serving as a regular participant in Withum’s video series, The Alternative Route, where he discusses key issues shaping the alternative investment industry.

Authored Insights

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Hedge Fund First Steps

Hedge Fund First Steps Hedge Fund Start Ups – Joe Cassano There are many reasons why starting a hedge fund is a hot topic. Joseph Cassano, Senior Manager at WithumSmith+Brown, discusses the initial steps and key considerations of starting a hedge fund in the U.S. Click to Enlarge Previous Post Next Post