Steven Kass

CEO

About

Steve has 30+ years of leadership experience in professional services. As the CEO of Rothstein Kass, Steve implemented corporate strategy and championed the organizational culture to provide core values, guiding principles, business purpose, diversity and a women’s initiative. As a result of Steve’s leadership, Rothstein Kass was named as one of the FORTUNE 100 best companies to work for in the United States and the best accounting firm within the Hedge Fund Industry. During Steve’s tenure as CEO, Rothstein Kass grew organically from $58,000,000 in 2005, to $210,000,000 in 2014, to become the 20th largest accounting firm in the United States. In 2014, Steve was instrumentally involved in the negotiation of the sale of Rothstein Kass to KPMG. Steve joined KPMG as a senior partner and lead of the alternative investment globalization initiative. Post-merger, Steve was involved with the integration and assimilation of Rothstein Kass into KPMG. Additionally, he was involved in new business development for the firm. Steve is currently a independent director of StoneX and Peapack Gladstone Bank. He is a member of National Association of Corporate Directors, American College of Corporate Directors, Association of Audit Committee Members and KPMG Audit Committee Institute.

Country

United States

City

Delray Beach

Industry

Management Consulting

Skill

CPA, Tax, Fund Of Funds, Tax Research, US GAAP, Tax Accounting, Tax Preparation, Corporate Tax, Due Diligence, Tax Returns, Income Tax, Auditing, Private Equity, Forensic Accounting, Internal Controls, Financial Reporting, U.S. Generally Accepted Accounting Principles (GAAP), Accounting, SEC filings, GAAP

Experience

CEO

Kass Advisory LLC

2016-10 - Present · 10 yrs

Consultant to professional service firms with a focus on leadership, organizational culture, business strategy, human capital, and corporate governance

Advisory Board Member

Accurate Box Company

2018-6 - Present · 8 yrs 4 mos

Paterson, New Jersey

Certified woman owned (WBENC) business. Accurate Box Company is a self contained world class manufacturer that produces high graphic corrugated boxes and mailers.

Member Board Of Directors

StoneX Group Inc.

2018-2 - Present · 8 yrs 8 mos

StoneX Group Inc., a Fortune 500 company, is a diversified global financial services company which provides clearing and execution, risk management and advisory services, and market intelligence across asset classes and markets around the world. Chair of Audit Committee Member of Nominating Committee

Member Board Of Directors

Peapack Private Bank & Trust

2018-1 - Present · 8 yrs 9 mos

Peapack Gladstone Bank is the largest NJ headquartered bank owned trust company in NJ Chair of Audit Committee Member of Finance Committee Member of Executive Committee

Senior Partner

KPMG US

2014-7 - 2016-9 · 2 yrs 3 mos

Greater New York City Area

Senior partner and Global lead of the alternative investment globalization - Negotiated the sale of Rothstein Kass firm assets to KPMG - Participated in the integration and assimilation in combining Rothstein Kass and KPMG

CEO

Rothstein Kass

2005-1 - 2014-6 · 9 yrs 6 mos

Chief Executive Officer and Co-Chairman of Board from 2005-2014, Member of the Executive Committee 1995-2014, Chair of the Executive Committee 2005-2014.