Leadership with clear roles and accountability.
Meet the firm’s leadership across the professional accounting and tax practice, CFO Advisory, business development, technology, and growth.
John W. Halloran, CPA
John W. Halloran, CPA founded the firm in 2005 and leads its professional accounting and tax practice. He works with privately held businesses across accounting, tax, and advisory matters. His experience also includes advising high-net-worth individuals and families on complex personal, estate, trust, and related tax matters through the firm’s Private Client Services practice, often in coordination with their legal and financial advisers. He holds an MBA in Taxation and a B.S. in Accounting from St. John’s University and is an alumnus of Archbishop Molloy High School in Queens, New York.
John W. Halloran, Jr., CFA
John W. Halloran, Jr., CFA leads the firm’s CFO Advisory practice and its business development, marketing, technology, and growth initiatives. His background includes private equity investing, strategy consulting, and senior management roles, including serving as a chief financial officer. He holds Bachelor of Science and Master of Science degrees from the Massachusetts Institute of Technology and is an alumnus of Chaminade High School in Mineola, New York.
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