Withum Executive and Leadership Team

Patrick Walsh, the Managing Partner & Chief Executive Officer at Withum, directs the firm's overarching strategic vision and long-term growth initiatives. Overseeing the integration of advisory, tax, and audit service lines, Walsh ensures the firm maintains a competitive edge within the national accounting landscape. This leadership role involves constant collaboration with the Board to refine operational standards and expand market reach across diverse business sectors. By prioritizing client-centric solutions, Walsh fosters a culture of innovation that supports sustainable firm performance. Patrick Walsh also monitors the alignment of internal resources with evolving industry regulations, ensuring the firm delivers high-quality results to businesses and individuals alike. Through rigorous oversight of firm-wide performance metrics, Walsh secures the financial health and reputation of the organization, driving consistent value for all stakeholders while navigating complex economic environments.

Jennifer Safeer, the Chief Financial Officer at Withum, manages the firm's fiscal health, capital allocation, and long-term financial planning. Overseeing the accounting department and internal financial reporting, Safeer ensures strict compliance with regulatory standards while optimizing the firm's profitability. This leadership role involves analyzing revenue streams from advisory, tax, and audit services to inform strategic investment decisions. By maintaining rigorous oversight of cash flow and budgetary controls, Jennifer Safeer supports the firm's expansion goals and operational stability. Safeer also coordinates with the executive team to evaluate the financial impact of new service offerings and market opportunities. Through the development of comprehensive financial models, Safeer provides the insights necessary for sustainable growth. Ultimately, Safeer secures the firm's economic foundation, ensuring the organization possesses the resources required to deliver high-quality professional services to a broad client base.

Deepa Patel, the Manager, Advisory Services & Controller & Chief Financial Officer & Advisor at Withum, directs the execution of complex advisory engagements and internal financial controls. Overseeing the delivery of specialized consulting services, Patel ensures that client solutions align with current tax and audit requirements. This leadership role involves managing the firm's internal accounting processes while providing strategic guidance to clients navigating intricate business challenges. By bridging the gap between financial reporting and advisory strategy, Deepa Patel enhances the value provided to businesses and individuals. Patel also collaborates with the broader leadership team to refine service methodologies and improve operational efficiency. Through the application of deep industry expertise, Patel drives the success of advisory projects, ensuring that all financial and consulting outputs meet the highest standards of accuracy and professional excellence within the firm's national service framework.

Dan Withum, the President at Withum, oversees the firm's day-to-day operations and ensures the successful implementation of corporate policies across all service lines. Managing the alignment of departmental goals with the firm's mission, Withum drives operational excellence in the delivery of tax, audit, and advisory services. This leadership role involves fostering strong relationships with key stakeholders and ensuring the firm maintains its reputation for quality and integrity. By monitoring performance across regional offices, Dan Withum optimizes resource allocation to meet the evolving needs of a diverse client base. Withum also works closely with the executive team to identify new market opportunities and refine the firm's service delivery model. Through consistent focus on operational efficiency and client satisfaction, Withum supports the firm's growth trajectory, ensuring that all business units operate in harmony to achieve long-term strategic objectives.

Anthony Sardis, the President at Withum, directs the firm's business development initiatives and market expansion strategies. Overseeing the growth of the advisory and audit practice areas, Sardis ensures the firm captures new opportunities within the competitive accounting landscape. This leadership role involves cultivating strategic partnerships and enhancing the firm's presence in key markets. By focusing on client acquisition and retention, Anthony Sardis drives revenue growth and strengthens the firm's market position. Sardis also collaborates with other executives to align service offerings with emerging industry trends and client demands. Through the implementation of targeted business development programs, Sardis ensures the firm remains at the forefront of the industry. By maintaining a focus on high-level strategic planning and execution, Sardis supports the firm's commitment to providing exceptional value to businesses and individuals on a local-to-global scale.

Edmond Amel, the Chief Information Officer at Withum, architects the firm's digital infrastructure and cybersecurity frameworks to protect sensitive client data. Overseeing the deployment of advanced accounting software and cloud-based platforms, Amel ensures seamless technological integration across all regional operations. This leadership role involves managing the firm's IT roadmap to support efficient audit and tax workflows, directly impacting the speed and accuracy of service delivery. By implementing robust data governance policies, Edmond Amel mitigates operational risks and enhances the firm's digital resilience. Amel also collaborates with other C-suite leaders to leverage data analytics for improved business intelligence and decision-making. Through the continuous modernization of internal systems, Amel drives the technological transformation necessary to maintain the firm's position as a leader in the public accounting industry, ensuring all digital assets remain secure and highly accessible.