SPECIALISTS
Alan G. Badey
Chief Executive Officer, Citrin Cooperman Advisors LLC
Experience
Alan Badey serves as Chief Executive Officer of Citrin Cooperman Advisors, LLC and is a member of the Board of Directors. Based in New York City, he is focused on driving the evolution and transformation of the Firm forward, providing an exceptional industry driven, client service experience, building and sustaining a one-firm culture, and enhancing opportunities for all partners and staff. Alan leverages his experience, vision, and collaborative leadership style to enable the Firm to maintain a position as a leader in the industry and further cement the Firm’s mission to be the go-to regional and national professional services firm of choice for the middle market.
With over 30 years of experience, Alan has leveraged his foundation as a hands-on tax and business advisory partner to develop best practice strategies to developing a service methodology that provides integrated and innovative custom solutions that help clients maximize their business goals. Additionally, his expertise in mergers and acquisitions and industry transformation allows him to drive the focus of the Firm to continually look for opportunities to stay ahead of the industry and be at the forefront of change, ensuring we stay aligned with the dynamic needs of our clients and market.
Throughout his time at Citrin Cooperman, Alan has been a driving force in the evolution of the firm. He has held a variety of leadership roles including, President, Managing Partner for both the Firm’s New York City and White Plains offices, and served as a member of both the Firm’s Management Team and Executive Committee. Alan has also led the development of the Firm’s Healthcare Industry Practice and the restructuring of the Advisory Services Line, bringing in multiple new advisory practices under his tenure including Technology, Risk Advisory, and Cybersecurity (TRAC), Strategy and Business Transformation (SBT), Business Process Outsourcing (BPO), among others. He also understands the need to be immersed in the industries of our clients and their unique business needs and has developed and built out the overall Industry Go-to-Market strategy for the Firm.
CREDENTIALS
Education
B.A., Pace University
AICPA Certificate of Educational Achievement in Tax Planning & Advising for Closely-Held Businesses
Licenses
Certified Public Accountant in the State of New York
Chartered Global Management Accountant
Affiliations
- Moore Global – Board Member
- Moore N.A. – Board Member
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, New York State Society of Certified Public Accountants (NYSSCPA)
- Past President, NYSSCPA Westchester Chapter
- Past Chairman, NYSSCPA Young CPA Committee
- Past Chairman, NYSSCPA Federal & State Tax Committee – Westchester Chapter
- Past Committee Member, Executive Committee on Committee Operations
- Member, Estate Planning Council of Westchester
- Member, Business Advisory Board for Tompkins Mahopac Bank
- Past Fundraising Board Member, Blythedale Children’s Hospital
- Alumni Mentor, Pace University
- Advisor, Mercy College Accounting Program
- Past Board Member, Putnam County Economic Development Corporation (PCEDC)
Honors & Awards
Westchester County’s Most Trusted Advisor
Presentations & Publications
Alan is a frequent speaker for the New York State Society of Certified Public Accountants’ Foundation for Accounting Education (FAE), the New York State Bar Association (NYSBA), New York University (NYU), the New York Bankers Association (NYBA), the Westchester County Medical Society (WCMS), and the Healthcare Financial Management Association (HFMA).
WORK-LIFE BALANCE
Outside the Office
Alan resides in Bedford, NY with his wife Maria and two children. He enjoys reading, various sports, and most of all, spending time with his family. Alan donates time to various charitable organizations in Westchester.
Get in touch with Alan G. Badey today.
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“A better lifestyle and greater wealth is every business person’s dream. My goal is to help my clients attain both.”
Get in touch with Alan G. Badey today.
Fill out the form below to get in direct contact with Alan G. Badey and start your personalized consultation journey.
