Withum Executive and Leadership Team

July, 2026

Leadership Overview

Withum has 5 executives leading key functions including strategy, finance, information technology, advisory services, and operations.

Driven by a commitment to excellence, Withum provides comprehensive advisory, tax, and audit services, empowering businesses and individuals with local-to-global expertise.

Leadership Roles at Withum

  • Managing Partner & Chief Executive Officer - Patrick Walsh
  • Chief Financial Officer - Jennifer Safeer
  • Manager, Advisory Services & Controller & Chief Financial Officer & Advisor - Deepa Patel
  • President - Anthony Sardis
  • Chief Information Officer - Amel Edmond
  • Patrick Walsh - Managing Partner & Chief Executive Officer

    Patrick Walsh, the Managing Partner & Chief Executive Officer at Withum, directs the firm's overall strategic vision and operational execution. Walsh guides the company's expansion across advisory, tax, and audit service lines, ensuring alignment with the firm's mission to serve businesses and individuals globally. Overseeing the executive leadership team, Walsh drives initiatives that enhance client value and foster sustainable growth. This leadership role involves setting the direction for market penetration and service innovation, directly impacting Withum's national ranking and reputation. By championing a culture of expertise and client-centricity, Patrick Walsh solidifies the firm's position as a leading public accounting entity.

    Jennifer Safeer - Chief Financial Officer

    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 resource allocation, ensuring robust financial stability for the company's diverse service offerings. This role involves close collaboration with the Managing Partner & Chief Executive Officer to support strategic growth objectives and maintain profitability across advisory, tax, and audit departments. By implementing rigorous financial controls and driving efficiency, Jennifer Safeer safeguards the firm's assets and optimizes financial performance. The financial strategies executed by Safeer directly contribute to Withum's capacity to invest in talent and technology, reinforcing its market leadership.

    Deepa Patel - Manager, Advisory Services & Controller & Chief Financial Officer & Advisor

    Deepa Patel, the Manager, Advisory Services & Controller & Chief Financial Officer & Advisor at Withum, provides multifaceted financial and advisory leadership. Patel directs key aspects of financial control and advisory service delivery, ensuring clients receive expert guidance and robust financial management. This unique role integrates responsibilities for financial oversight, operational efficiency, and strategic advisory, supporting both internal firm operations and external client engagements. By bridging the functions of controller and CFO with advisory services, Deepa Patel offers comprehensive financial solutions. The expertise provided by Patel is instrumental in navigating complex financial landscapes for businesses and individuals, reinforcing Withum's commitment to client success.

    Anthony Sardis - President

    Anthony Sardis, the President at Withum, drives operational excellence and strategic growth across the firm's service lines. Sardis oversees key business functions, ensuring seamless integration of advisory, tax, and audit services to meet diverse client needs on a local-to-global scale. This leadership position involves fostering a high-performance culture and championing initiatives that enhance client satisfaction and firm profitability. By focusing on operational efficiency and strategic market positioning, Anthony Sardis contributes significantly to Withum's sustained success and national recognition. The strategic direction set by Sardis is vital for expanding the firm's reach and reinforcing its reputation as a premier public accounting entity.

    Amel Edmond - Chief Information Officer

    Amel Edmond, the Chief Information Officer at Withum, architects and directs the firm's technology strategy and infrastructure. Edmond oversees the implementation of innovative IT solutions that enhance operational efficiency and client service delivery across all business units, including advisory, tax, and audit. This critical role involves managing cybersecurity protocols, data management systems, and digital transformation initiatives to ensure Withum remains at the forefront of technological advancement. By driving the adoption of cutting-edge tools, Amel Edmond empowers the firm's professionals and strengthens its competitive advantage. The technological frameworks established by Edmond are fundamental to supporting the firm's local-to-global service scale and client engagement.

    Frequently Asked Questions Regarding Withum Top Executives and Leadership Team

    Who leads Withum?
    Withum is led by Patrick Walsh (Managing Partner & Chief Executive Officer), along with executives such as Jennifer Safeer (Chief Financial Officer) and Deepa Patel (Manager, Advisory Services & Controller & Chief Financial Officer & Advisor).
    Who is part of Withum’s executive team?
    The executive team of Withum includes leaders such as Patrick Walsh (Managing Partner & Chief Executive Officer), Jennifer Safeer (Chief Financial Officer), Deepa Patel (Manager, Advisory Services & Controller & Chief Financial Officer & Advisor) and other senior executives.
    How many executives does Withum have?
    Withum has 5 executives leading key business areas.
    What roles are included in Withum’s leadership team?
    The leadership team of Withum includes roles such as Managing Partner & Chief Executive Officer, Chief Financial Officer, Manager, Advisory Services & Controller & Chief Financial Officer & Advisor, President, Chief Information Officer.