Alan Wolfson
CGMA, Regional Managing Partner, Northeast – CohnReznick Advisory LLC
Alan Wolfson leads the growth strategy for the Northeast region – including management of clients, employees, and financial strategy – as well as oversight of the region’s six Office Managing Partners (OMPs). He was a two-term member of the Executive Board.
Experience and credentials
Certified Public Accountant
Former Office Managing Partner of the New York office, overseeing all client relationships in New York and ensuring client needs were met
Former Manufacturing & Distribution Industry Practice leader
Assisted clients in raising capital and making complex transactions, helping with business matters such as cash flow, technology, and infrastructure
Over 37 years in practice providing auditing, accounting, tax, and other business services including transactional due diligence and structuring, operational analyses, cost segregation studies, debt and equity introductions, and strategic tax planning
Clients included hospitality businesses, electronics companies, supply companies, consumer products manufacturers and distributors, apparel companies, commodity trading companies (coffee and sugar importers and distributors), and publishing companies
Active member of several associations, both trade and professional, where he has established outstanding relationships with many service providers that bring value to the industry and his clients
Joined CohnReznick in September 1999 after serving as a principal of another mid-sized, New York-based accounting firm where he spent his first 13 years in practice
Member of the Executive Board
Education
M.S., Accounting – State University at Albany
Professional affiliations
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
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