Our Team

Robert L. Siegfried, Jr., CPA

Robert L. Siegfried, Jr., CPA

CEO & Founder

In 1988, Rob had a dream to start his own CPA firm that would transform the Accounting Industry. What started as a small company in Wilmington, Delaware, has grown into a national Firm employing hundreds of people. Today, Siegfried provides unique Leadership Advisory and exceptional talent delivery that enable financial executives to become better leaders and exponentially improve their lives.

Rob earned his bachelor’s degree from the University of Delaware with majors in economics and accounting. He began his career with EY and worked there until he left to form The Siegfried Group. Since then, Rob has been recognized for his innovative role in the accounting industry: Accounting Today recognized him as one of the “Top 100 Most Influential People in Accounting”; the University of Delaware, Lerner College of Business & Economics, recognized him with the Alumni Award of Excellence; and the University of Delaware honored him with its prestigious Wall of Fame award.

From 2012 to 2017, Rob served as Chair of the Advisory Board for the Lerner College of Business & Economics at the University of Delaware, where he also has been a convocation speaker; Rob continues as a major contributor to the university’s Horn Entrepreneurial Leadership program. Rob also co-founded the Siegfried Youth Leadership Program™ to bring his passion for leadership development to youth in the greater Delaware area.

  • George A. Siegfried

    Executive Vice President
  • Andrew Lavelle, MBA

    Executive Vice President & CFO, Finance & National Sales Operations
  • Jeff Osberg

    Senior Vice President, National Markets & Sales Team
  • William J. Ulrich

    Senior Vice President & General Counsel
  • Shelby Simmons

    Head of National Recruiting
  • Meghan Cartmell

    Vice President, National Employee Enhancement Operations
  • Emma Lynch

    Chief of Staff, Office of CEO
  • Elizabeth Schulz Sawyer

    Director, Human Resources
  • Tom Kovell

    Vice President of Marketing & Strategic Initiatives
  • Mike Hall

    Vice President, Information Technology
  • Sarah Hopkins

    Vice President, People Operations and Senior Counsel
  • Shirley Chiang

    Senior Director of Finance
  • Kevin Keegan

    Senior Vice President, Regional Managing Director, West Region
  • Matt Baer

    Vice President, Regional Managing Director, South Region
  • Amy Devlin, CPA

    Vice President, Regional Managing Director, Mid-Atlantic Region
  • Alyssa Graver

    VICE PRESIDENT, REGIONAL MANAGING DIRECTOR, NORTH REGION
  • Katie Nyarady-Clymer

    Vice President, Regional Managing Director, New York Metro Region
  • Jan Hefferin

    Director, National Sales Operations
  • Leigh-Anne Raport

    Senior Counsel & Director of Facilities
  • Marissa Ferguson

    Leader of National Recruiting
  • Maura Trochessett

    Leader of MY Relationships
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