10 Citrin Cooperman executives
Chief Executive Officer, Chief Financial Officer, Chief Strategy Officer, President, Advisory Services and Regional Managing Partner are among the current titles held by these Citrin Cooperman executives. A reader can learn how executives lead Citrin Cooperman from people who have held the role.
Professionals to explore
Aaron Levy
LinkedInExperience: Regional Managing Partner · Citrin Cooperman
Aaron Levy has been Regional Managing Partner at Citrin Cooperman since January 2026, based in Los Angeles County, and the profile headline reads Regional Managing Partner, Southern CA. Aaron Levy was Co Managing Partner at Citrin Cooperman from January 2020 to January 2026 and a Partner, CPA at LGSH LLP from 2006 to 2019.
Alan Badey
LinkedInExperience: Chief Executive Officer · Citrin Cooperman
Alan Badey has been Chief Executive Officer of Citrin Cooperman since June 2021, based in New York, and the profile says Alan Badey also sits on the Board of Directors for Citrin Cooperman Advisors LLC. Alan Badey was President of Citrin Cooperman from October 2020 to May 2021, President & NYC Managing Partner from July 2019 to September 2020 and White Plains Managing Partner from 2001 to 2019.
Callie Carlton
LinkedInExperience: Managing Partner, National Assurance Operations · Citrin Cooperman
Callie Carlton has been Managing Partner, National Assurance Operations at Citrin Cooperman since August 2024, based in Charlotte, North Carolina. Callie Carlton was Director of Operations, Assurance Services at Cherry Bekaert from July 2023 to August 2024 and A&A Operations Leader there from August 2022 to July 2023.
Dan Shaughnessy
LinkedInExperience: President, Advisory Services · Citrin Cooperman
Dan Shaughnessy has been President, Advisory Services at Citrin Cooperman since January 2024, based in New York, New York. The profile's About section mentions a role as a Principal in KPMG LLP's Strategy Practice working on strategic business and operating model issues; the listing gives no dates for that role.
Jeff Kovacs
LinkedInExperience: President, Citrin Cooperman & Company, LLP · Citrin Cooperman
Jeff Kovacs has been President, Citrin Cooperman & Company, LLP since February 2023, based in New York, and the profile says Jeff Kovacs is President of Assurance and the executive sponsor of the firm's AI-enabled assurance transformation. Jeff Kovacs was an Assurance Partner at Berdon LLP, a firm Citrin Cooperman acquired, from December 2021 to August 2023.
Ken Kirkland
LinkedInExperience: Managing Partner, Industries and Markets · Citrin Cooperman
Ken Kirkland has been Managing Partner, Industries and Markets at Citrin Cooperman since October 2021, based in Braintree, Massachusetts. Ken Kirkland was Regional Managing Partner at Citrin Cooperman from November 2019 to October 2021 and Office Managing Partner there from January 2016 to November 2019.
Lydia Brown
LinkedInExperience: Chief Financial Officer · Citrin Cooperman
Lydia Brown has been Chief Financial Officer of Citrin Cooperman since October 2025, based in New York. Lydia Brown was Chief Financial Officer at HKA from May 2024 to October 2025, Chief Financial Officer at Ness Digital Engineering from October 2021 to April 2024 and Vice President, Global Controller & Chief Accounting Officer at Aricent from 2010 to 2018.
Michael Rhodes
LinkedInExperience: Regional Managing Partner, Metro New York · Citrin Cooperman
Michael Rhodes has been Regional Managing Partner, Metro New York at Citrin Cooperman since January 2026, and the profile says the region covers New York City, Long Island, New Jersey and White Plains. Michael Rhodes was New York Office Managing Partner at Citrin Cooperman from May 2023 to January 2026 and a Partner there from 2004 to 2023.
Michael Sabatini
LinkedInExperience: Managing Partner, Markets & Regions · Citrin Cooperman
Michael Sabatini has been Managing Partner, Markets & Regions at Citrin Cooperman since September 2025 and an Audit Partner there since July 2015, based in Melville, New York. Michael Sabatini was Regional Managing Partner at Citrin Cooperman from May 2023 to September 2025 and Managing Partner, Long Island Office from September 2015 to May 2023.
Steve Ronan
LinkedInExperience: Chief Strategy Officer · Citrin Cooperman
Steve Ronan has been Chief Strategy Officer at Citrin Cooperman since July 2017, based in the New York City area, and the profile headline reads Chief Strategy Officer, Citrin Cooperman. Steve Ronan was Founding Principal of Ronan Consulting Group, LLC from 2015 to July 2017 and a Senior Manager at Deloitte from 2005 to 2014.
Choose the right perspective
Match the person's seat, such as a firm-wide officer, a practice president or a regional managing partner, to the decision you face, since each sees a different part of the firm. Check the dates on each person's roles to judge how recent their experience is.
Questions to take into the conversation
- 01What did you focus on first when you took on your current leadership role, and why?
- 02How do you decide which issues need your own attention and which your practice or office leaders should own?
- 03What has your own work taught you about leading partners and staff in an accounting and advisory firm?
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.