Citrin Cooperman Executive and Leadership Team

May, 2026

Leadership Overview

Citrin Cooperman has 9 executives leading key functions including technology, finance, operations, human resources, and advisory services.

Driven by a commitment to client success, Citrin Cooperman provides comprehensive attest, assurance, tax, business advisory, valuation, and forensic services, shaping financial strategies across diverse industries.

Leadership Roles at Citrin Cooperman

  • Chief Financial Officer - Linda Marcus
  • Financial Controller & Group Chief Financial Officer, Finance & Accounting Advisory Bpo - Justin Sims
  • Vice President, Operations & Chief Operating Officer - Michael Barron
  • President, Advisory Services - Daniel Shaughnessy
  • President, Citrin Cooperman and Company, LLP - Jeff Kovacs
  • President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc - Patricia Cummings
  • Chief Information Officer - Kimberley Paul
  • Chief Information Officer & Director, Information Technology - Michael Hull
  • Chief People Officer - Melissa Hartshorn
  • Linda Marcus - Chief Financial Officer

    Linda Marcus, the Chief Financial Officer at Citrin Cooperman, oversees the firm's financial health and strategic fiscal planning. Managing all financial operations, Marcus ensures robust accounting practices, accurate financial reporting, and effective budget management across all service lines, including attest, tax, and advisory. This critical role involves developing financial strategies that support the firm's growth objectives and operational efficiency. By meticulously managing capital allocation and financial risk, Linda Marcus directly contributes to the firm's stability and profitability. The Chief Financial Officer's oversight extends to optimizing financial performance and ensuring compliance with all relevant financial regulations, reinforcing Citrin Cooperman's position as a trusted financial partner.

    Justin Sims - Financial Controller & Group Chief Financial Officer, Finance & Accounting Advisory Bpo

    Justin Sims, the Financial Controller & Group Chief Financial Officer, Finance & Accounting Advisory Bpo at Citrin Cooperman, manages the financial operations and accounting advisory services. Directing the firm's financial controllership and BPO functions, Sims ensures accuracy and efficiency in financial reporting and client accounting solutions. This role is pivotal in providing strategic financial guidance and operational support to clients seeking expert accounting advisory services. By overseeing the financial health of both the firm and its BPO clients, Justin Sims directly enhances the value proposition of Citrin Cooperman's advisory offerings. The Financial Controller & Group Chief Financial Officer's expertise drives financial clarity and operational improvements for a diverse client base.

    Michael Barron - Vice President, Operations & Chief Operating Officer

    Michael Barron, the Vice President, Operations & Chief Operating Officer at Citrin Cooperman, directs the firm's operational strategies and day-to-day business execution. Overseeing all operational departments, Barron ensures the efficient delivery of services across attest, assurance, tax, and advisory practices. This leadership role involves optimizing workflows, managing resources, and implementing best practices to enhance productivity and client satisfaction. By streamlining operational processes, Michael Barron directly supports the firm's growth and its commitment to providing high-quality financial services. The Vice President, Operations & Chief Operating Officer's focus is on driving operational excellence and ensuring the seamless functioning of the entire organization.

    Daniel Shaughnessy - President, Advisory Services

    Daniel Shaughnessy, the President, Advisory Services at Citrin Cooperman, spearheads the firm's comprehensive advisory practice. Directing strategic initiatives and client engagements, Shaughnessy ensures the delivery of high-impact financial and business consulting services. This leadership position involves guiding teams in areas such as valuation, forensic accounting, and business advisory to meet complex client needs. By championing innovative advisory solutions, Daniel Shaughnessy directly enhances the firm's market position and client value. The President, Advisory Services' vision focuses on expanding the firm's advisory capabilities and solidifying its reputation as a trusted partner for strategic financial guidance.
    Daniel Shaughnessy

    Jeff Kovacs - President, Citrin Cooperman and Company, LLP

    Jeff Kovacs, the President, Citrin Cooperman and Company, LLP, directs the overall strategic direction and operational management of the firm's core accounting and assurance practice. Overseeing all aspects of the LLP's activities, Kovacs ensures the highest standards of service delivery in attest, tax, and audit functions. This executive role is critical in guiding the firm's growth trajectory and maintaining its commitment to client success. By fostering a culture of excellence and innovation, Jeff Kovacs directly impacts the firm's reputation and market leadership. The President's focus remains on strengthening the firm's foundational services and adapting to the evolving needs of the financial services landscape.

    Patricia Cummings - President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc

    Patricia Cummings, the President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc, leads the firm's attest practice and manages enterprise-wide risk mitigation strategies. Directing the attest function, Cummings ensures adherence to the highest professional standards and regulatory compliance in all assurance engagements. This dual leadership role involves safeguarding the firm's integrity and client interests by proactively identifying and addressing potential risks across all service lines. By championing robust risk management frameworks, Patricia Cummings directly enhances the firm's stability and trustworthiness. The President & Chief Risk Officer's commitment is to uphold the quality and reliability of Citrin Cooperman's attest services and advisory operations.
    Patricia Cummings

    Kimberley Paul - Chief Information Officer

    Kimberley Paul, the Chief Information Officer at Citrin Cooperman, directs the firm's technology strategy and infrastructure. Overseeing all IT operations, Paul ensures the secure and efficient deployment of digital tools that support client service delivery and internal workflows. This leadership role involves managing cybersecurity protocols, data integrity, and the adoption of innovative technologies to enhance the firm's service offerings in attest, assurance, tax, and advisory functions. By optimizing the technological backbone, Kimberley Paul directly supports the firm's mission to provide cutting-edge financial solutions. The Chief Information Officer's focus remains on leveraging technology to drive operational excellence and maintain a competitive edge in the business services sector.
    Kimberley Paul

    Michael Hull - Chief Information Officer & Director, Information Technology

    Michael Hull, the Chief Information Officer & Director, Information Technology at Citrin Cooperman, spearheads the firm's technological advancements and IT department management. Directing the implementation and maintenance of information systems, Hull ensures seamless integration of technology across all business functions, from client onboarding to data analysis. This leadership position involves architecting scalable IT solutions that enhance service delivery in attest, assurance, tax, and advisory capacities. By driving technological innovation, Michael Hull supports the firm's commitment to efficiency and client satisfaction. The Chief Information Officer & Director, Information Technology's strategic vision focuses on fortifying the firm's digital infrastructure and exploring new technological avenues to maintain a leading edge in the accounting and advisory sector.

    Melissa Hartshorn - Chief People Officer

    Melissa Hartshorn, the Chief People Officer at Citrin Cooperman, leads the firm's human capital strategy and talent management initiatives. Directing all aspects of human resources, Hartshorn cultivates a positive and productive work environment that supports the firm's growth and client-focused culture. This role is essential in attracting, developing, and retaining top talent across all service lines, including attest, tax, and advisory. By fostering employee engagement and professional development, Melissa Hartshorn directly contributes to the firm's ability to deliver exceptional service. The Chief People Officer's strategic focus ensures that Citrin Cooperman remains an employer of choice, equipped with the skilled professionals needed to meet evolving client demands.

    Frequently Asked Questions Regarding Citrin Cooperman Top Executives and Leadership Team

    Who leads Citrin Cooperman?
    Citrin Cooperman is led by Linda Marcus (Chief Financial Officer), along with executives such as Justin Sims (Financial Controller & Group Chief Financial Officer, Finance & Accounting Advisory Bpo) and Michael Barron (Vice President, Operations & Chief Operating Officer).
    Who is part of Citrin Cooperman’s executive team?
    The executive team of Citrin Cooperman includes leaders such as Linda Marcus (Chief Financial Officer), Justin Sims (Financial Controller & Group Chief Financial Officer, Finance & Accounting Advisory Bpo), Michael Barron (Vice President, Operations & Chief Operating Officer) and other senior executives.
    How many executives does Citrin Cooperman have?
    Citrin Cooperman has 9 executives leading key business areas.
    What roles are included in Citrin Cooperman’s leadership team?
    The leadership team of Citrin Cooperman includes roles such as Chief Financial Officer, Financial Controller & Group Chief Financial Officer, Finance & Accounting Advisory Bpo, Vice President, Operations & Chief Operating Officer, President, Advisory Services, President, Citrin Cooperman and Company, LLP.