Focus on what counts

Joseph J. Puglisi, CPA

Partner

jpuglisi@citrincooperman.com
Education

Bachelor of Business Administration in Accounting, Pace University

Licenses

Certified Public Accountant in the States of New Jersey and New York

“Helping my clients succeed means that I have also succeeded. It’s the part of my role as their advisor that I love the most.”

Joe Puglisi is an audit partner at Citrin Cooperman. He has over two decades of experience providing audit, accounting, and business advisory services to clients in the financial services industry, including domestic and offshore hedge funds, master-feeder structures, general partners, management companies, private equity, and broker dealers. 

Experience

Prior to servicing Citrin Cooperman's financial services clientele, Joe was heavily involved in providing audit and accounting services to domestic and international clientele in both the public and private sectors in a wide variety of industries, such as distribution, telecommunication, technology, service, real estate development, and manufacturing. 

Joe presently serves on the New York State Society of Certified Public Accountants (NYSSCPA) SEC Committee. He has extensive experience in the SEC arena, assisting his clients with all aspects of SEC reporting, compliance and filings along with transactions, including initial public offerings (IPOs), reverse-merger transactions, private placements, and debt financings. 

Joe writes articles on various business issues that affect public and privately-owned companies, broker-dealers, and alternative investment funds.

Education & Licenses
Education

Bachelor of Business Administration in Accounting, Pace University

Licenses

Certified Public Accountant in the States of New Jersey and New York

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New Jersey Society of Certified Public Accountants (NJCPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA), SEC Committee

“Helping my clients succeed means that I have also succeeded. It’s the part of my role as their advisor that I love the most.”