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Andersen Promotes 16 Professionals to Managing Director

Andersen proudly announces the promotion of 16 professionals to managing director, reflecting the firm’s continued investment in leaders who demonstrate integrity, expertise, and purpose. Promotions are effective January 1, 2026, and further strengthen the firm’s ability to deliver seamless, multidisciplinary solutions nationwide.

“These promotions are a testament to our culture and deep commitment to stewardship,” said U.S. Country Managing Director Dan DePaoli. “Each of these managing directors exemplifies our values through the way they serve clients and develop their teams. We congratulate them on this well-earned achievement.”

New Managing Directors:

Emad Asgari - NorCal

  • Emad is a member of the Private Client Services practice specializing in compliance and planning for individuals and partnerships, Qualified Small Business Stock (QSBS) planning, and equity compensation.

Pareesa Ashabi - NorCal

  • Pareesa is with the Private Client Services practice delivering tax compliance and consulting for high-net-worth individuals, estate planning, charitable trusts, and family office structures.

Trevor Barton - Seattle

  • Trevor is part of NAO’s National Talent Acquisition team and leads the Experienced Hire Talent Acquisition recruiting group.

Kristen Bolin - Metro Chicago

  • Kristen is a member of the Alternative Investment Funds practice and specializes in tax compliance and consulting for fund of funds, profits interest partnerships, and family offices.

Jacob Caplan - Metro Florida

  • Jacob is part of Private Client Services practice and focuses on tax compliance and consulting for ultra-high-net-worth individuals and owner-operator clients with a strong focus on mergers and acquisitions of private businesses.

Eric Chan - Metro Chicago

  • Eric is part of the Private Accounting Solutions practice and focuses on profits interest planning, alternative investments, and accounting for investment partnerships.

Steve Clayton - NorCal

  • Steve is a part of the Alternative Investment Funds practice with a focus on tax compliance and consulting for partnerships, including fund of funds, venture capital, and private equity funds.

Jessica Cruz - Metro NY

  • Jessica, with the Private Accounting Solutions practice, provides private accounting and consulting for family offices, focusing on financial statements, internal audit and controls, payroll and human resources, and investment management.

Guy Dryden, Metro NY

  • Guy is a member of Andersen Consulting specializing in technology transformation, artificial intelligence, analytics, data, and cloud and platform delivery.

Amy Frees - NorCal

  • Amy is a member of the State and Local Tax practice specializing in property tax. Her focus is on multinational compliance, tax bill review and payment, forecasting and accruals, business personal property tax audits, and valuation positions for real and business personal property.

Emerson Go - SoCal

  • Emerson is a member of the Private Client Services practice with a concentration in tax compliance and consulting for owner-operator businesses, high-net-worth individuals, partnerships, and trusts.

Mike Kollman - Dallas

  • Mike is a member of the Commercial practice specializing in tax compliance, provision, and consulting for corporations and partnerships.

Rachael Page - Metro Florida

  • Rachel is a part of the Private Client Services practice and delivers tax compliance and consulting for ultra-high-net-worth individuals, family office groups, owner-operators, and family limited partnerships.

Anne Rachko - Metro NY

  • Anne is a member of the State and Local Tax practice and an expert in unclaimed property tax.

Jaskirat Sandhu - NorCal

  • Jason is a member of the Commercial practice and specializes in tax compliance and consulting, accounting for income taxes under ASC 740, and tax planning for compensation and benefits under ASC 718.

Tanner Wickes - NorCal

  • Tanner is with the Alternative Investment Funds practice concentrating on tax compliance and consulting for hedge funds, venture capital funds, fund of funds, private equity funds, and management companies.

Congratulations to all our new managing directors on this achievement. We look forward to their continued impact at Andersen.

Andersen is a leading provider of independent tax, valuation and financial advisory services to individuals, family offices, businesses and alternative investment funds in the United States. Andersen’s differentiated approach to client service is rooted in core values that emphasize stewardship, transparency and the seamless delivery of independent, high-quality service. Worldwide, Andersen’s presence spans more than 180 countries through its global platform of member and collaborating firms delivering tax, legal, valuation and consulting services across more than 1,000 locations with over 3,000 partners and 50,000 professionals.

Contacts

Megan Tsuei

Andersen

415-764-2700

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