PKF O'Connor Davies Announces Six New Partner Promotions for 2025

PKF O'Connor Davies Announces Partner Promotions for 2025

On January 17, 2025, PKF O’Connor Davies, a prominent firm in accounting, tax, and advisory services, declared the promotion of six employee partners within the organization. This decision showcases the firm’s commitment to cultivating talent and reinforcing its leadership team amid ongoing growth. The newly appointed partners are Robert Cermeli, Valerie Imondi, Krista Karabel, Christina McLoughlin, Andrew Musci, and Rebecca Welnak.

Kevin J. Keane, Executive Chairman at PKF O'Connor Davies, commented, "Our six new partners embody the expertise, trust, and commitment that define our organization and the value we deliver for clients. I congratulate each of them on this well-earned recognition and wish them success in their career journeys."

Individual Profiles of the New Partners:

Robert Cermeli

With nearly 30 years of public accounting and tax experience, Robert plays a pivotal role in the Financial Services Tax group. He specializes in tax compliance and planning, aiding individuals, corporations, and partnerships. His expertise extends across federal and multistate tax regulations, often providing tailored planning strategies for high-net-worth clients and fund managers. Robert is based in the New York City office.

Valerie Imondi

Valerie brings nearly 20 years of public accounting experience to the team, primarily working within the Business Solutions group. Her focus is on accounting, tax preparation, and estate planning for various sectors, including manufacturing, commercial, and family-owned businesses. In recognition of her efforts, Valerie was awarded the "Outstanding CPA in Chapter Service Award" in 2024 and recognized as one of "Hudson Valley's Top Forty Under 40 Movers and Shakers" by the Dutchess County Regional Chamber of Commerce in 2023. She operates from the Newburgh office.

Krista Karabel

Since joining PKF O'Connor Davies in 2015, Krista has established herself in the audit practice with over a decade of expertise. Specializing in auditing for healthcare organizations, she also lends her services to various not-for-profit entities, including educational institutions and charitable organizations. A dedicated community member, Krista serves on the board of a non-profit initiative supporting brain cancer patients. Her office is situated in Harrison, New York.

Christina McLoughlin

Christina's role in the Wealth Services division utilizes her 15 years of experience in public accounting and taxation. She consistently provides strategic tax planning and compliance services to high-net-worth individuals, partnerships, estates, and trusts, operating from the Harrison office.

Andrew Musci

With over a decade in public accounting, Andrew focuses on auditing for affordable housing and not-for-profit sectors. His expertise includes working with organizations that benefit from government funding and Low-Income Housing Tax Credits. Andrew is a devoted treasurer for a nonprofit organization providing affordable housing and works out of the Harrison office.

Rebecca Welnak

Rebecca offers nearly 20 years of tax planning and consulting experience. Supporting a diverse clientele, including manufacturing and professional services, she works on a broad spectrum of federal and state tax consulting and compliance projects. Rebecca is based in Woburn, Massachusetts.

Firm Overview

PKF O'Connor Davies has been consistently successful in expanding its capabilities through both organic growth and strategic acquisitions throughout the East Coast. With a focus on internal promotions and key external strategic hires, the firm continues to build a robust pipeline of talent for the future.

As a member of PKF Global, the firm is dedicated to providing premier accounting, tax, and advisory services, striving for the utmost excellence across its offerings. Their slogan, "Know Greater Value," encapsulates their goal of delivering increasing levels of expertise and support to clients. The firm operates under a unique structure that allows separate entities to provide both attest and advisory services, maintaining compliance with relevant professional standards.

For further insights into the firm and its services, visit pkfod.com and follow them on LinkedIn and X (previously Twitter).