PKF O'Connor Davies Rewards Ten New Partners in 2026 Leadership Changes

Exciting New Promotions at PKF O'Connor Davies

On January 22, 2026, PKF O'Connor Davies, recognized as one of the largest accounting, tax, and advisory practices nationwide, made a significant announcement regarding its continued growth and development. The firm promoted ten dedicated team members to leadership roles, indicating its commitment to fostering talent from within and recognizing excellence in the industry.

Celebrating Talent and Commitment

The new partners include Andrew Byrne, Jennifer Clark, Jason Geisler, Danielle Grimes, Amy Neimeister, Helen Rexwinkel, Brooke Rossi, Alberto Sinesi, Michael Trapp, and Justin Warren. Each of these professionals brings a wealth of knowledge and experience, and their promotions are seen as a testament to their hard work and dedication over the years.

Kevin J. Keane, the CEO of PKF O'Connor Davies, stated, "We are pleased to recognize these ten talented professionals as our newest Partners. They each bring proven expertise along with a strong commitment to our clients and culture. Their promotions mark a significant career milestone, recognizing exceptional achievement and the promise of even greater contributions ahead."

Profiles of the New Partners

1. Andrew Byrne - With over 30 years in tax accounting, Andrew specializes in working with high-net-worth clients and businesses. His strategic perspective in tax planning and compliance is a valuable asset to the firm.

2. Jennifer Clark - Bringing nearly two decades of accounting experience, Jennifer focuses on governmental entities, advising on new accounting standards, and preparing compliant financial statements.

3. Jason Geisler - With a background in tax compliance and advisory, Jason has extensive experience with private equity and real estate clients, providing tax structuring expertise.

4. Danielle Grimes - An expert in public accounting with over 25 years of experience, Danielle specializes in individual income tax for high-net-worth clients, investment partnerships, and trusts.

5. Amy Neimeister - After nearly 20 years specializing in auditing services, Amy oversees audit processes for municipalities and not-for-profits, ensuring adherence to professional standards.

6. Helen Rexwinkel - Leading Operational Risk Advisory Services, Helen has more than 20 years of operational risk management experience, particularly in private market investments.

7. Brooke Rossi - With over 20 years in public accounting, Brooke specializes in audits for not-for-profits, helping clients navigate financial statement preparation and internal controls.

8. Alberto Sinesi - An investment banking specialist, Alberto provides extensive expertise in mergers and acquisitions, advising on complex transactions across multiple sectors.

9. Michael Trapp - Focusing on not-for-profit organizations, Michael oversees audit processes and provides valuable insights to boards throughout the auditing phase.

10. Justin Warren - As a tax professional, Justin has over a decade of experience with compliance and advisory services for middle-market companies and high-net-worth individuals across various sectors.

Firm Growth and Aspirations

PKF O'Connor Davies continues to grow through both organic development and acquisitions, particularly on the East Coast. The firm aims to achieve an ambitious goal of over $1 billion in annual revenue, illustrating its commitment to providing the highest level of service alongside a focus on important internal promotions.

Conclusion

The promotion of these ten individuals to partner status reflects not only their individual professional achievements but also the long-term vision of PKF O'Connor Davies as a top-tier accounting and advisory firm. As they step into their new roles, these partners are expected to further enhance the firm's reputation for excellence, innovation, and client commitment, contributing significantly to the firm's evolving story in the competitive financial services landscape.

For more information about PKF O'Connor Davies and its services, visit pkfod.com. Follow them on LinkedIn and Twitter to stay updated on their latest news and initiatives.