Bhakti Shah of PKF O'Connor Davies Named a Leader in Finance for 2025

Bhakti Shah Named to '2025 NJBIZ Leaders in Finance'



In a noteworthy announcement, PKF O'Connor Davies, one of the largest accounting, tax, and advisory firms in the U.S., reveals that Bhakti Shah, a Partner at their Cranford office, has been honored on the '2025 NJBIZ Leaders in Finance' list. This prestigious recognition is awarded to financial executives and leaders in New Jersey, spotlighting their significant contributions to both organizational success and community enrichment.

Since joining PKF O'Connor Davies in 2022, Shah has become a vital member of the firm’s Trust and Estate practice. Her expertise includes assisting high-net-worth individuals in navigating through complex financial challenges, retirement planning, and charitable donations. Moreover, she provides comprehensive tax advisory, planning, and compliance services on a national and international level.

An active member of the New Jersey State Bar Association, Shah holds licenses to practice law in New York and New Jersey, in addition to being a Certified Public Accountant in New York. Her multifaceted background uniquely positions her to offer invaluable insights and services to clients.

Shah's selection for this accolade is a testament to her remarkable contributions to both PKF O'Connor Davies and the wider community. She is a lifetime member of Lad Vanik Samaj of North America, a notable nonprofit organization dedicated to upholding ancestral family values and fostering unity among its community members. Additionally, she has devoted her time to educating retirees on estate planning and has taken an active role in financial literacy initiatives aimed at middle school students.

Kevin J. Keane, the Chief Executive Officer at PKF O'Connor Davies, expressed his enthusiasm regarding Shah’s recognition, stating, "We're excited to congratulate Bhakti on being recognized as a '2025 NJBIZ Leader in Finance.' This acknowledgment showcases her leadership, expertise, and commitment to cultivating both growth and success not only within our firm but also in the community at large."

The honorees for the '2025 NJBIZ Leaders in Finance' list are chosen by a panel of independent judges. These judges, equipped with substantial experience in the finance sector, evaluate nominees based on their involvement and impact within their industries and communities, alongside their professional merits. The diverse list of recipients includes influential figures from various sectors, such as banking, corporate finance, investment, blockchain, and professional services.

An awards ceremony celebrating the honorees will take place on April 29, 2025, in Somerset, New Jersey. For further details, interested parties can visit NJBIZ's event page.

About PKF O'Connor Davies


PKF O'Connor Davies is a leading global accounting, tax, and advisory firm, recognized as part of the PKF Global network. The firm has built a robust reputation for serving both domestic and international clients. The motto 'Know Greater Value' encapsulates the assurance and guidance their clients experience, emphasizing a commitment to delivering superior quality, expertise, and service. Under the brand name PKF O'Connor Davies, PKF O'Connor Davies LLP and PKF O'Connor Davies Advisory LLC operate as independent entities offering professional services compliant with applicable standards. PKF O'Connor Davies LLP is a licensed CPA firm providing attest services, while its advisory branch extends tax and consulting services. For more information about the firm, please visit pkfod.com, and connect with them on LinkedIn and X (formerly Twitter).

Topics Financial Services & Investing)

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