CPA, Managing Partner - Emerging Markets
With more than 25 years of experience, Alex Castelli serves as CohnReznick's Managing Partner of Emerging Markets which encompasses the Healthcare, Life Sciences, Renewable Energy, and Technology and Media Industry practices. Additionally, he is Co-Leader of the firm’s National Liquidity and Capital Formation Advisory Group and a member of the Public Companies Group. Providing audit, accounting, tax and advisory services, Alex primarily manages commercial enterprise engagements and services privately held companies, investor-backed companies, early and later stage companies, and SEC reporting companies.
The clients served by the Technology and Life Sciences practices include middle-market companies ranging from early stage and emerging growth companies to venture and private equity-backed companies and later-stage public companies. Industry sub-segments within technology include software, SaaS, digital media, mobile advertising, Internet-related, technology enabled services, and IT services. Industry sub segments within life sciences include biotechnology and pharma, medical devices, services, and healthcare IT. Alex plays an active role in all aspects of his engagements including pre-engagement planning, interviews and fieldwork, data analysis, report development, and final presentations. He has been involved in a number of due diligence projects, closing and opening balance sheet audit work, internal control assessments, going private transactions, secondary offerings, and other-SEC filings and private offerings.
Alex began his career in public accounting with a Big 4 firm and also served as a controller for a national retail clothing chain. This experience provided him with a pragmatic perspective that enables him to better understand and advise his clients.
EducationBS, Accounting, Washington and Lee University
American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants
Virginia Society of Certified Public Accountants
Northern Virginia Chamber of Commerce, Board of Directors