Cindy, a Managing Director at Clarfeld, leads the company’s tax services practice. In this role, she provides comprehensive tax planning and tax compliance services to senior executives of global companies, as well as to principals of private equity firms, professionals, multigenerational families, family offices, and other high net worth individuals.
A Certified Public Accountant, Cindy develops personal tax plans that efficiently manage clients’ tax obligations. She works extensively with Clarfeld’s other advisory teams, such as investment, financial planning, and advanced tax and estate, to help ensure that the firm’s client wealth management goals are achieved.
Cindy worked at Bessemer Trust Company and Deloitte before joining Clarfeld in 2014 as Tax Director. She is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and a Director of the Boys and Girls Club of New Rochelle, N.Y.
Cindy, her husband, and their two children live in Westchester County, N.Y. She enjoys watching from the sidelines while her children play at sporting events and is happy about the cardio benefits she receives from enthusiastically cheering them on.