Citrin Cooperman Executive and Leadership Team

Alan Badey, the Chief Executive Officer at Citrin Cooperman, directs the overarching strategic vision and operational trajectory of the firm. Badey architects long-term growth initiatives while overseeing the delivery of high-value attest, assurance, and tax services to a broad client base. By aligning internal resources with evolving market demands, the Chief Executive Officer ensures the firm maintains a competitive edge in the professional services landscape. This leadership role involves constant collaboration with the Board to refine business models and expand the firm's footprint across North American markets. Through rigorous oversight of service quality and client engagement standards, Alan Badey drives the firm toward sustainable excellence. The Chief Executive Officer prioritizes innovation in service delivery, ensuring that the organization remains a trusted partner for complex financial advisory needs while fostering a culture of professional integrity and operational efficiency.

Linda Marcus, the Chief Financial Officer at Citrin Cooperman, oversees the financial health, capital allocation, and fiscal planning of the organization. Marcus directs the budgeting processes and financial reporting structures that underpin the firm's ability to provide high-quality tax and forensic services. By monitoring key performance indicators, the Chief Financial Officer ensures that the firm maintains optimal liquidity and profitability while supporting strategic expansion efforts. This leadership position requires close coordination with other C-suite members to align financial resources with long-term business goals. Linda Marcus manages the firm's internal financial controls, ensuring transparency and accuracy in all fiscal operations. Through meticulous analysis of market trends and internal cost structures, the Chief Financial Officer secures the financial stability necessary for the firm to continue delivering expert advisory services to clients throughout the United States.

Jeffrey Kovacs, the President, Citrin Cooperman and Company, LLP at Citrin Cooperman, manages the day-to-day operations and service delivery standards for the firm's core accounting practice. Kovacs directs the execution of attest and assurance engagements, ensuring that all client deliverables meet rigorous quality and regulatory benchmarks. By overseeing the operational workflows of the firm's primary practice, the President, Citrin Cooperman and Company, LLP ensures that client needs are met with precision and professional excellence. This leadership role involves coordinating with practice leaders to optimize service delivery and maintain high standards of client satisfaction. Jeffrey Kovacs drives the firm's operational efficiency, ensuring that resources are allocated effectively across various service lines. Through the management of daily business activities, the President, Citrin Cooperman and Company, LLP supports the firm's reputation as a leader in the accounting and business advisory space.

Patricia Cummings, the President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc at Citrin Cooperman, manages the firm's risk mitigation strategies and the integrity of the attest practice. Cummings directs the implementation of compliance frameworks that govern the firm's assurance and advisory engagements, ensuring adherence to professional standards. By overseeing risk assessment protocols, the President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc protects the firm's reputation and ensures the accuracy of all financial reporting services. This role involves collaborating with practice leaders to identify potential vulnerabilities and implement preventative measures. Patricia Cummings drives the firm's commitment to quality control and ethical practice. Through the rigorous oversight of risk management, the President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc ensures that the firm maintains the highest level of trust with clients and regulatory bodies.

Daniel Shaughnessy, the President, Advisory Services at Citrin Cooperman, directs the firm's business advisory, valuation, and forensic service lines. Shaughnessy architects growth strategies for these specialized practices, ensuring that the firm provides high-impact solutions for complex client challenges. By overseeing the development of new advisory offerings, the President, Advisory Services expands the firm's market reach and enhances its value proposition to corporate clients. This role involves managing the strategic direction of the advisory team and fostering collaboration across different service areas to provide holistic financial solutions. Daniel Shaughnessy drives the firm's efforts to deliver actionable insights that support client decision-making and long-term success. Through the management of specialized advisory engagements, the President, Advisory Services ensures that the firm remains a premier provider of valuation and forensic expertise in the competitive professional services market.

Kimberly Paul, the Chief Information Officer at Citrin Cooperman, manages the digital infrastructure and data security frameworks essential for modern accounting operations. Paul designs robust technological solutions that support the firm's attest and assurance workflows, ensuring seamless integration across all service lines. By modernizing internal systems, the Chief Information Officer enhances data integrity and client confidentiality, which remain critical to the firm's reputation. This role involves evaluating emerging software tools to optimize business advisory processes and improve overall firm productivity. Kimberly Paul leads the digital transformation agenda, ensuring that technological investments directly support the firm's growth objectives and operational scalability. Through the implementation of advanced cybersecurity protocols, the Chief Information Officer protects sensitive financial information, thereby reinforcing client trust and maintaining compliance with industry standards across all regional operations.

Michael Hull, the Chief Information Officer & Director, Information Technology at Citrin Cooperman, manages the technical architecture and hardware deployments that facilitate firm-wide collaboration. Hull architects scalable cloud environments and network systems that enable the firm's professionals to deliver seamless business advisory and valuation services. By focusing on infrastructure reliability, the Chief Information Officer & Director, Information Technology ensures that all digital platforms remain operational and secure during peak tax seasons. This role involves managing the IT department's daily functions and aligning technical support with the specific needs of the firm's diverse practice groups. Michael Hull drives the adoption of new hardware and communication tools to improve internal efficiency and client-facing interactions. Through the strategic management of IT assets, the Chief Information Officer & Director, Information Technology supports the firm's commitment to providing high-quality, technology-enabled financial solutions.

Melissa Hartshorn, the Chief People Officer at Citrin Cooperman, directs the human capital strategy, talent acquisition, and professional development programs for the firm. Hartshorn architects initiatives that foster a high-performance culture, ensuring the firm attracts and retains top-tier talent in the competitive accounting and advisory sectors. By overseeing employee engagement and performance management, the Chief People Officer aligns the workforce with the firm's core mission of delivering exceptional client service. This role involves designing comprehensive training programs that enhance the technical and leadership skills of the firm's staff. Melissa Hartshorn manages organizational development efforts to support the firm's growth and operational needs. Through the implementation of inclusive workplace policies and competitive compensation structures, the Chief People Officer ensures that the firm maintains a motivated and skilled team capable of meeting the complex demands of the modern financial services industry.