PKF O'Connor Davies Elevates Six Leaders in 2025 Promotions

PKF O'Connor Davies Promotes Six New Partners

PKF O'Connor Davies, a leading accounting, tax, and advisory practice, has proudly elevated six team members to the position of Partner. This exciting development underscores the firm’s commitment to fostering talent and rewarding hard work. Now more than ever, the organization showcases its dedication to delivering exceptional value to its clients.

Celebrating Exceptional Talent

These new partners—Robert Cermeli, Valerie Imondi, Krista Karabel, Christina McLoughlin, Andrew Musci, and Rebecca Welnak—bring wealth of expertise and experience to their new leadership roles. Kevin J. Keane, the Executive Chairman of PKF O'Connor Davies, emphasized the importance of this recognition, stating, “Our six new Partners embody the expertise, trust, and commitment that define our organization.”

Profiles of New Partners

Let’s take a closer look at the careers and accomplishments of these newly appointed partners, showcasing their diverse specialties and significant contributions to the firm.

Robert Cermeli: Expertise in Tax Compliance

With nearly 30 years in tax and public accounting, Robert Cermeli has significantly impacted the Financial Services Tax group within PKF O'Connor Davies. He excels in tax compliance and planning for individuals, corporations, and partnerships, making him a trusted advisor for fund managers and high-net-worth individuals. His strong grasp of federal and multistate tax regulations allows him to deliver tailored tax solutions.

Valerie Imondi: Dedication to Businesses and Families

Valerie Imondi has devoted almost 20 years to public accounting, focusing primarily on clients in the manufacturing and commercial sectors, as well as family-owned businesses. Her efforts have garnered notable recognition, including the "Outstanding CPA in Chapter Service Award" and a prestigious spot on Hudson Valley's "Top Forty Under 40 Mover & Shaker" list. She provides valuable estate planning services, helping families secure their financial futures.

Krista Karabel: Champion for Health Care Auditing

Krista Karabel has over a decade of experience in auditing, particularly in health care. Joining the firm in 2015, she has specialized in organizations such as skilled nursing facilities and hospitals, ensuring compliance and sound financial practices. Her community involvement, especially with a not-for-profit supporting brain cancer patients, speaks volumes about her commitment beyond the workplace.

Christina McLoughlin: Strategic Wealth Advisory

In the Wealth Services division, Christina McLoughlin provides crucial tax planning and compliance for high-net-worth clients. Her nearly 15 years of expertise in public accounting has solidified her reputation as a strategic partner for clients navigating intricate financial landscapes and planning their estates.

Andrew Musci: Affordable Housing Advocate

Andrew Musci focuses on public accounting and auditing for not-for-profit organizations and affordable housing initiatives. With more than ten years of experience, he is deeply involved in audits for organizations receiving government funding and serves as treasurer for a nonprofit providing affordable housing. His advocacy in this sector exemplifies PKF O'Connor Davies' commitment to social good.

Rebecca Welnak: Tax Planning Specialist

With nearly 20 years of consulting experience, Rebecca Welnak provides tax planning for clients in various industries, including manufacturing and engineering. Her guidance ensures that businesses understand their federal and state tax obligations, which is vital for maintaining compliance and optimizing performance in a complex regulatory environment.

Focus on Growth and Client Service

PKF O'Connor Davies is dedicated to growth through a combination of internal promotions and strategic external hires. This method not only enhances the firm's capabilities but also reflects its commitment to providing top-tier service and resources for clients.

About PKF O'Connor Davies

PKF O'Connor Davies stands out as a premier accounting, tax, and advisory firm, proudly affiliated with PKF Global. The firm is committed to delivering expertise, superior service, and value to both domestic and international clients. The mantra "Know Greater Value" encapsulates the caliber of service provided, ensuring each client benefits from unparalleled insights and connections.

Frequently Asked Questions

What recent promotions were announced by PKF O'Connor Davies?

Six team members were elevated to Partner positions within PKF O'Connor Davies.

Who are the newly appointed partners?

The new partners include Robert Cermeli, Valerie Imondi, Krista Karabel, Christina McLoughlin, Andrew Musci, and Rebecca Welnak.

What areas do the new partners specialize in?

The partners have specialties in tax compliance, public accounting, auditing, and strategic consulting across multiple sectors.

How does PKF O'Connor Davies ensure growth?

Growth is achieved through a mix of promoting internal talent and making strategic external hires.

What is the firm's commitment to clients?

PKF O'Connor Davies is committed to providing exceptional value, expertise, and service to its clients.

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