Withum Executive and Leadership Team

Patrick Walsh, the Managing Partner & Chief Executive Officer at Withum, directs the firm's overall strategic vision and operational execution. Walsh guides the executive team in delivering integrated advisory, tax, and audit services to a diverse client base, spanning local and international markets. This leadership role involves fostering a culture of innovation and client-centricity, ensuring Withum maintains its position as a nationally ranked public accounting firm. By overseeing all major business units, Patrick Walsh drives growth initiatives and enhances the firm's market presence. The Chief Executive Officer's mandate includes optimizing resource allocation and championing the firm's expansion strategies across all service lines. Walsh's oversight ensures seamless collaboration between departments, maximizing service delivery efficiency and client satisfaction. This executive's focus remains on long-term value creation and sustainable business development for Withum.

Jennifer Safeer, the Chief Financial Officer at Withum, manages the firm's financial health and strategic fiscal planning. Safeer oversees all financial operations, including budgeting, forecasting, and financial reporting, ensuring compliance with regulatory standards. This role is critical in supporting the firm's advisory, tax, and audit service delivery by providing robust financial insights. The Chief Financial Officer's responsibilities extend to capital management and investment strategies, aligning financial resources with the company's growth objectives. By analyzing financial performance, Jennifer Safeer identifies opportunities for cost optimization and revenue enhancement across the organization. This executive's leadership ensures the financial stability required for Withum's national and global operations. Safeer's strategic financial guidance underpins the firm's ability to invest in new technologies and talent, reinforcing its market leadership.

Deepa Patel, the Manager, Advisory Services & Controller & Chief Financial Officer & Advisor at Withum, provides multifaceted expertise across critical financial and advisory functions. Patel directs the advisory services division, guiding clients through complex financial challenges and strategic planning. Simultaneously, Patel manages the firm's internal financial controls as Controller, ensuring accuracy and compliance in all accounting practices. This unique combination of roles also includes contributing to the Chief Financial Officer's strategic fiscal oversight and offering direct advisory support to key clients. The scope of this position involves optimizing financial performance, enhancing operational efficiency, and delivering high-value strategic guidance. Deepa Patel's comprehensive understanding of financial operations and advisory services is instrumental in driving client success and supporting Withum's growth objectives. This executive's leadership ensures integrated solutions that address diverse business needs.

Dan Withum, the President at Withum, spearheads initiatives focused on operational excellence and strategic expansion. Withum drives the firm's commitment to delivering exceptional advisory, tax, and audit services, ensuring alignment with market demands and client expectations. This leadership role involves fostering strong relationships with stakeholders and championing the firm's core values across all departments. The President's responsibilities include overseeing key growth strategies and enhancing the firm's national and global reach. By focusing on innovation and service quality, Dan Withum reinforces Withum's reputation as a leading public accounting firm. This executive's vision guides the organization toward sustained success and market leadership. Withum's dedication to client success is a cornerstone of this leadership position, ensuring the firm consistently exceeds industry standards.

Anthony Sardis, the President at Withum, directs strategic initiatives aimed at enhancing service delivery and market penetration. Sardis focuses on optimizing the firm's operational frameworks to support the comprehensive advisory, tax, and audit services offered to businesses and individuals. This leadership position is crucial for driving innovation within client engagement models and ensuring the highest standards of professional practice. The President's mandate includes fostering cross-functional collaboration to maximize efficiency and client satisfaction across Withum's diverse service offerings. By championing strategic partnerships and talent development, Anthony Sardis strengthens the firm's competitive advantage. This executive's leadership ensures that Withum continues to adapt and thrive in the dynamic accounting landscape. Sardis's commitment to excellence underpins the firm's ongoing success and expansion.

Amel Edmond, the Chief Information Officer at Withum, architects the firm's technology strategy and digital transformation initiatives. Edmond oversees the development and implementation of IT infrastructure, ensuring robust cybersecurity measures and efficient data management across all service lines. This leadership position is vital for enhancing operational efficiency and supporting the delivery of advanced advisory, tax, and audit services. The Chief Information Officer's mandate includes evaluating and integrating new technologies that improve client engagement and internal workflows. By driving technological innovation, Amel Edmond ensures Withum remains at the forefront of the accounting industry. This executive's focus is on leveraging technology to create competitive advantages and streamline business processes. Edmond's strategic direction empowers the firm to adapt to evolving market demands and maintain high standards of service delivery.