Leadership Overview
Andersen has 10 executives leading key functions including tax compliance, financial advisory, and global consulting operations.
Committed to delivering bespoke financial solutions, Andersen empowers high-net-worth individuals and middle-market businesses through rigorous tax planning, valuation expertise, and strategic M&A due diligence across international markets.
Committed to delivering bespoke financial solutions, Andersen empowers high-net-worth individuals and middle-market businesses through rigorous tax planning, valuation expertise, and strategic M&A due diligence across international markets.
Leadership Roles at Andersen
Lily Tsui - Managing Director
Lily Tsui, the Managing Director at Andersen, directs complex tax compliance initiatives for high-net-worth individuals. Tsui architects sophisticated estate planning frameworks that minimize liability while maximizing long-term asset preservation. By collaborating with global tax teams, the Managing Director ensures seamless cross-border regulatory adherence for clients navigating intricate financial landscapes. This leadership role involves constant monitoring of shifting tax legislation to provide proactive advisory services. Lily Tsui maintains rigorous standards in financial reporting, ensuring that every client receives precise, actionable insights tailored to specific growth stages. Through the implementation of advanced valuation methodologies, the Managing Director supports the firm's mission of delivering integrated financial excellence. Tsui drives operational efficiency by streamlining internal tax workflows, ultimately securing the financial stability of the diverse client base served by the firm.
Katherine McCue - Managing Director
Katherine McCue, the Managing Director at Andersen, oversees the firm's comprehensive financial advisory services for middle-market businesses. McCue designs strategic roadmaps that facilitate sustainable growth and operational scalability for corporate clients. By managing cross-functional teams, the Managing Director ensures that financial advisory outputs align with the broader goals of investment funds and family offices. This leadership position requires deep engagement with market trends to provide accurate valuation assessments during critical M&A transactions. Katherine McCue maintains a focus on risk management, identifying potential financial pitfalls before these issues impact client portfolios. Through the application of rigorous analytical frameworks, the Managing Director delivers high-impact consulting solutions that address unique business challenges. McCue fosters strong relationships with key stakeholders, ensuring that the firm remains a trusted partner in navigating complex financial environments.
Robert Prifti - Managing Director
Robert Prifti, the Managing Director at Andersen, leads the firm's M&A due diligence practice with a focus on risk mitigation and value creation. Prifti architects detailed financial investigations that provide clients with the clarity necessary for high-stakes investment decisions. By coordinating with legal and tax experts, the Managing Director ensures that every transaction undergoes thorough scrutiny to protect client interests. This leadership role involves managing large-scale advisory projects that span multiple jurisdictions, reflecting the global reach of the firm. Robert Prifti maintains a commitment to precision, ensuring that valuation models accurately reflect the underlying assets of middle-market businesses. Through the development of robust due diligence protocols, the Managing Director supports the firm's reputation for excellence in financial consulting. Prifti drives the strategic direction of the M&A team, consistently delivering results that facilitate successful business transitions.
Thomas Quek - Managing Director
Thomas Quek, the Managing Director at Andersen, manages the firm's valuation services for diverse investment funds and private entities. Quek architects complex valuation models that provide essential data for financial reporting, tax planning, and strategic decision-making. By overseeing a team of valuation specialists, the Managing Director ensures that all assessments adhere to the highest industry standards and regulatory requirements. This leadership role involves providing expert guidance on asset pricing, ensuring that clients receive accurate information during critical growth phases. Thomas Quek maintains a focus on market dynamics, adjusting valuation methodologies to reflect current economic conditions. Through the integration of advanced financial tools, the Managing Director supports the firm's mission of providing comprehensive advisory services. Quek drives the expansion of valuation capabilities, ensuring that the firm remains at the forefront of financial consulting excellence.
Nigel Matu - Managing Director
Nigel Matu, the Managing Director at Andersen, directs the firm's risk management consulting practice for high-net-worth individuals and family offices. Matu architects comprehensive risk assessment frameworks that identify and mitigate potential financial threats to client wealth. By collaborating with tax and financial advisory teams, the Managing Director ensures that risk management strategies are fully integrated into the broader financial planning process. This leadership role involves providing strategic counsel on asset protection and long-term wealth preservation. Nigel Matu maintains a focus on global market trends, ensuring that risk mitigation strategies remain effective in an ever-changing economic landscape. Through the implementation of proactive advisory services, the Managing Director supports the firm's commitment to client security. Matu drives the development of innovative risk management solutions, ensuring that the firm continues to provide unparalleled value to its clients.
Howard Spitz - Managing Director
Howard Spitz, the Managing Director at Andersen, oversees the firm's tax consulting services for middle-market businesses and investment funds. Spitz architects tax-efficient structures that support corporate growth and operational success. By managing a team of tax professionals, the Managing Director ensures that all consulting services align with the specific needs of the firm's diverse client base. This leadership role involves providing expert advice on complex tax regulations, ensuring that clients remain compliant while optimizing their financial positions. Howard Spitz maintains a focus on strategic tax planning, identifying opportunities for long-term savings and growth. Through the application of deep industry knowledge, the Managing Director supports the firm's mission of delivering integrated financial solutions. Spitz drives the continuous improvement of tax consulting processes, ensuring that the firm remains a leader in the financial services industry.
Brooke Field - Managing Director
Brooke Field, the Managing Director at Andersen, leads the firm's financial advisory initiatives for family offices, focusing on long-term wealth management and succession planning. Field architects bespoke financial strategies that address the unique needs of multi-generational clients. By coordinating with tax and valuation experts, the Managing Director ensures that all advisory services are comprehensive and aligned with the client's long-term goals. This leadership role involves providing strategic guidance on asset allocation and estate planning, ensuring that wealth is preserved and grown effectively. Brooke Field maintains a focus on building strong, lasting relationships with clients, providing personalized service that reflects the firm's commitment to excellence. Through the implementation of rigorous financial planning, the Managing Director supports the firm's mission of delivering integrated advisory solutions. Field drives the growth of the family office practice, ensuring that the firm remains a trusted advisor.
Jason Woolsey - Managing Director
Jason Woolsey, the Managing Director at Andersen, directs the firm's consulting services for investment funds, focusing on operational efficiency and financial performance. Woolsey architects strategic solutions that help funds navigate complex regulatory environments and market challenges. By managing cross-functional teams, the Managing Director ensures that consulting outputs are tailored to the specific needs of each fund. This leadership role involves providing expert advice on financial reporting, risk management, and operational best practices. Jason Woolsey maintains a focus on delivering actionable insights that drive fund performance and growth. Through the application of deep industry expertise, the Managing Director supports the firm's mission of providing integrated financial advisory services. Woolsey drives the development of innovative consulting methodologies, ensuring that the firm remains a preferred partner for investment funds seeking to optimize their operations.
Sidney Luckenbach - Managing Director
Sidney Luckenbach, the Managing Director at Andersen, oversees the firm's tax compliance and advisory services for high-net-worth individuals. Luckenbach architects tax strategies that minimize liability while ensuring full regulatory compliance. By managing a team of tax specialists, the Managing Director ensures that all services are delivered with precision and attention to detail. This leadership role involves providing expert guidance on complex tax issues, ensuring that clients are well-positioned for long-term financial success. Sidney Luckenbach maintains a focus on proactive tax planning, identifying opportunities for savings and growth. Through the application of deep industry knowledge, the Managing Director supports the firm's mission of delivering integrated financial solutions. Luckenbach drives the continuous improvement of tax compliance processes, ensuring that the firm remains a leader in the financial services industry and a trusted advisor to its clients.
Sonny Ankrah - Managing Director
Sonny Ankrah, the Managing Director at Andersen, leads the firm's financial advisory services for middle-market businesses, focusing on strategic growth and operational excellence. Ankrah architects financial roadmaps that help businesses navigate complex market environments and achieve their long-term objectives. By managing a team of financial advisors, the Managing Director ensures that all consulting services are tailored to the specific needs of each client. This leadership role involves providing expert advice on financial planning, risk management, and operational efficiency. Sonny Ankrah maintains a focus on delivering high-impact solutions that drive business performance and growth. Through the application of deep industry expertise, the Managing Director supports the firm's mission of providing integrated financial advisory services. Ankrah drives the development of innovative consulting strategies, ensuring that the firm remains a trusted partner for businesses seeking to optimize their financial performance.
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