Press Room

August 31, 2017

Andersen Tax Announces Promotion of Nine Managing Directors

Andersen Tax, one of the largest independent tax firms in the world, is proud to announce the promotion of nine Managing Directors across several markets nationwide. Andersen Tax is the founding member of Andersen Global, an international association of member firms with over 2,000 professionals worldwide. As of January 1, 2018, Andersen Tax will have over 156 Managing Directors in 19 locations throughout the U.S.

“Promotions are a significant time as we look forward to the future and continue to grow our firm,” said Country Managing Director, Dan DePaoli. “I’m proud to work alongside these individuals who exemplify what it means to be best-in-class and whose skills, attributes and dedication help make Andersen Tax a success.”

“Each of our promoted individuals is a valued leader and steward for the firm. They all have played significant roles in our firm’s development and I’m confident they will build upon the accomplishments we have experienced to further our goals,” remarked Mark Vorsatz, Andersen Tax CEO. “I am delighted to welcome this group as the latest class of Andersen Partners.”

Andersen Tax promoted a total of four to its team in the New York Metro office, including James Calister, Kevin Fuller, and Bill Toce. James is part of the Alternative Investment Funds practice and is extremely knowledgeable in the areas of flow-through entities, multi-state tax filings and alternative investments. Kevin is on the Commercial Practice team and is focused on large consolidations and as well as the tech and pharmaceutical space. He is based in the New Jersey office. Bill, a member of the firm’s Valuation practice, has experience in the valuation of closely held businesses, business interests, intangible assets, intellectual property, debt instruments, and derivatives.   

In the Boston office, John Nestor joins the team of Managing Directors. John is a part of the Private Client Services group and has over 18 years of experience working with high net worth individuals and their families.

Lori Morgan was promoted as a Managing Director in the National Learning and Development group. Based in our Washington, D.C. office, Lori develops and expands the programs the firm provides to its personnel.

The San Francisco office adds Megan Tsuei to its team of 26 Managing Directors. Megan has been leading the firm’s Marketing group since its inception and has built out the team to support both the U.S. and international growth of Andersen Tax.

Andersen Tax promoted two individuals in Southern California, including Jacqueline Riojas in Los Angeles and Daniel Roberts in Orange County. Jacqueline is part of the Private Accounting Services group and has over 25 years of experience. Daniel is a member of the Private Client Services group and works on private client matters in general, including the complex interactions between family managed businesses and their ownership structures.