A Culture of
Transition
A Culture of
Transition
WilkinGuttenplan, a leading mid-size accounting firm serving clients worldwide, is pleased to announce the appointment of Dan Fiorentino as the new Managing Shareholder, effective January 1, 2024. This transition marks a significant milestone in the firm’s history and reflects our commitment to the continued growth of employees and excellence in serving our clients. We greatly appreciate Ed Guttenplan, Managing Shareholder Emeritus, for his 40 years of service and who will remain an integral member of our leadership team.
Dan Fiorentino, CPA, CGMA, and Shareholder, has been with the firm since 2006, after an internship in 2005. During his robust career, Dan has risen to this honor through dedication and a willingness to learn. He specializes in providing consulting services to clients in all business cycle phases, from operational improvements, tax planning, and compliance in the early stages to succession planning and due diligence work in the later phases. Dan has also been involved with various administrative areas within the firm for many years. Early in his career, he led the Advisory Council, charged with the responsibility of addressing all employee concerns. He is now the head of the firm’s Executive Committee, addressing all the vital issues impacting firm governance. He also leads the firm’s Strategic Planning Committee, focusing on short-term and long-term visionary goals. Dan is a coach for several younger staff members, guiding them through their careers. He has contributed to developing the firm’s staff, including training and orientation programs. His extensive knowledge, leadership skills, and dedication to employee and client service make him the ideal choice to lead our firm into the future.
Dan expressed enthusiasm for his new role and emphasized his commitment to the firm’s mission and core values when he said,
Selecting the next leader for our dynamic firm was a meticulously deliberate process. Following consultations with partners and seasoned consultants, the firm endeavored to find an impassioned visionary capable of delineating WG’s future direction, a collaborative team player with exceptional client service skills, a proficient listener, and a strategic thinker. Beyond these attributes, leadership aimed for someone who effortlessly connects with employees, clients, and community stakeholders and has the courage to make decisions and address the challenges of the ever-changing landscape. Dan emerged as a definitive choice to spearhead WG into its next transformative chapter. His standout qualities, proven track record, and innate ability to bridge relationships make him the ideal steward to navigate the firm into the future.
Ed Guttenplan, CPA, Managing Shareholder Emeritus expressed his complete belief in Dan, saying,
“I am proud of what we have achieved during my tenure, and I am confident that Dan will lead the firm to new heights. His dedication and innovative mindset will be instrumental in our continued success.”
Deb Norwicke, CPA, Shareholder, and COO said,
"Dan’s integrity is unwavering, his accountability unquestionable, and his self-awareness and respect for others set a gold standard. A key architect in shaping the strategic trajectory of our practice groups, departments, and leadership teams, he navigates challenges with a blend of fearless resolve and empathetic wisdom. A master of tactful communication, he emboldens individuals to take calculated risks and inspires them to aspire to their utmost potential. His leadership embodies courage in confronting issues directly while infusing compassion when called for, creating a culture that nurtures growth and encourages everyone to thrive as their best selves.”
Ed Wilkin, CPA, Shareholder, and co-founder of WG, said,
“Forty years back, fate brought me together with my partner, Ed Guttenplan – a person of complementary qualities to mine. Together, we built an incredible business, with Ed at the helm as Managing Shareholder for over four decades. Dan Fiorentino, who started as an intern at WG, has flourished, evolving into a powerhouse of accounting, consulting, and leadership. His credentials make him the ideal successor to fill the shoes of my esteemed friend, Ed G., as Managing Shareholder.”
William McDevitt, CPA, CVA, and Shareholder, said,
“We have been incredibly fortunate to have had Ed Guttenplan as our Managing Shareholder since the firm's inception 40 years ago. Ed Guttenplan is a first-in-class accounting firm Managing Shareholder. He has not only led our firm to be a financially successful regional firm but also a firm that is nationally recognized as a best place to work for employees. We have carefully considered who should replace Ed in the Managing Shareholder role. Our search led us to Dan Fiorentino, who has the unanimous support of the entire firm. Dan has all the attributes to build upon the successes of the past and forge new ones. Dan is a strategic thinker and cares deeply about our firm's people. He is respected, and his integrity is above reproach.”
As WilkinGuttenplan undergoes a transition in managing shareholders, its vision remains steadfast in fostering long-lasting relationships, promoting a culture that values and supports employees, leveraging deep expertise, and delivering proactive service. The firm envisions a future built on a foundation of trust and reliability, where clients are not just partners but part of an extended professional family. This transition marks an opportunity to reinvigorate the firm's commitment to understanding client needs intimately and providing tailored and innovative solutions. Embracing technological advancements and evolving industry trends, the firm aims to continue its legacy of excellence while embracing a forward-looking approach. Dan Fiorentino is dedicated to preserving the core values that have defined the firm while instilling a renewed energy for growth, adaptability, and a client-centric ethos. The focus remains on – not just meeting – but exceeding expectations, fostering enduring partnerships, and delivering unparalleled expertise-driven services that anticipate and address clients' evolving needs. WG looks forward to a bright future under the guidance of Dan Fiorentino, who will continue to drive the firm’s commitment to employee and client satisfaction.
WilkinGuttenplan, a leading mid-size accounting firm serving clients worldwide, is pleased to announce the appointment of Dan Fiorentino as the new Managing Shareholder, effective January 1, 2024. This transition marks a significant milestone in the firm’s history and reflects our commitment to the continued growth of employees and excellence in serving our clients. We greatly appreciate Ed Guttenplan, Managing Shareholder Emeritus, for his 40 years of service and who will remain an integral member of our leadership team.
Dan Fiorentino, CPA, CGMA, and Shareholder, has been with the firm since 2006, after an internship in 2005. During his robust career, Dan has risen to this honor through dedication and a willingness to learn. He specializes in providing consulting services to clients in all business cycle phases, from operational improvements, tax planning, and compliance in the early stages to succession planning and due diligence work in the later phases. Dan has also been involved with various administrative areas within the firm for many years. Early in his career, he led the Advisory Council, charged with the responsibility of addressing all employee concerns. He is now the head of the firm’s Executive Committee, addressing all the vital issues impacting firm governance. He also leads the firm’s Strategic Planning Committee, focusing on short-term and long-term visionary goals. Dan is a coach for several younger staff members, guiding them through their careers. He has contributed to developing the firm’s staff, including training and orientation programs. His extensive knowledge, leadership skills, and dedication to employee and client service make him the ideal choice to lead our firm into the future.
Dan expressed enthusiasm for his new role and emphasized his commitment to the firm’s mission and core values when he said,
“I feel incredibly honored and excited to take on this new role. Our firm has a remarkable track record over the past 40 years under the guidance of Ed Guttenplan. I will do everything I can to continue this success, upholding WG’s core values while adapting to the changing world.”
Selecting the next leader for our dynamic firm was a meticulously deliberate process. Following consultations with partners and seasoned consultants, the firm endeavored to find an impassioned visionary capable of delineating WG’s future direction, a collaborative team player with exceptional client service skills, a proficient listener, and a strategic thinker. Beyond these attributes, leadership aimed for someone who effortlessly connects with employees, clients, and community stakeholders and has the courage to make decisions and address the challenges of the ever-changing landscape. Dan emerged as a definitive choice to spearhead WG into its next transformative chapter. His standout qualities, proven track record, and innate ability to bridge relationships make him the ideal steward to navigate the firm into the future.
Ed Guttenplan, CPA, Managing Shareholder Emeritus expressed his complete belief in Dan, saying,
“I am proud of what we have achieved during my tenure, and I am confident that Dan will lead the firm to new heights. His dedication and innovative mindset will be instrumental in our continued success.”
Deb Norwicke, CPA, Shareholder, and COO said,
"Dan’s integrity is unwavering, his accountability unquestionable, and his self-awareness and respect for others set a gold standard. A key architect in shaping the strategic trajectory of our practice groups, departments, and leadership teams, he navigates challenges with a blend of fearless resolve and empathetic wisdom. A master of tactful communication, he emboldens individuals to take calculated risks and inspires them to aspire to their utmost potential. His leadership embodies courage in confronting issues directly while infusing compassion when called for, creating a culture that nurtures growth and encourages everyone to thrive as their best selves.”
Ed Wilkin, CPA, Shareholder, and co-founder of WG, said,
“Forty years back, fate brought me together with my partner, Ed Guttenplan – a person of complementary qualities to mine. Together, we built an incredible business, with Ed at the helm as Managing Shareholder for over four decades. Dan Fiorentino, who started as an intern at WG, has flourished, evolving into a powerhouse of accounting, consulting, and leadership. His credentials make him the ideal successor to fill the shoes of my esteemed friend, Ed G., as Managing Shareholder.”
William McDevitt, CPA, CVA, and Shareholder, said,
“We have been incredibly fortunate to have had Ed Guttenplan as our Managing Shareholder since the firm's inception 40 years ago. Ed Guttenplan is a first-in-class accounting firm Managing Shareholder. He has not only led our firm to be a financially successful regional firm but also a firm that is nationally recognized as a best place to work for employees. We have carefully considered who should replace Ed in the Managing Shareholder role. Ed in the Managing Shareholder role. Our search led us to Dan Fiorentino, who has the unanimous support of the entire firm. Dan has all the attributes to build upon the successes of the past and forge new ones. Dan is a strategic thinker and cares deeply about our firm's people. He is respected, and his integrity is above reproach.”
As WilkinGuttenplan undergoes a transition in managing shareholders, its vision remains steadfast in fostering long-lasting relationships, promoting a culture that values and supports employees, leveraging deep expertise, and delivering proactive service. The firm envisions a future built on a foundation of trust and reliability, where clients are not just partners but part of an extended professional family. This transition marks an opportunity to reinvigorate the firm's commitment to understanding client needs intimately and providing tailored and innovative solutions. Embracing technological advancements and evolving industry trends, the firm aims to continue its legacy of excellence while embracing a forward-looking approach. Dan Fiorentino is dedicated to preserving the core values that have defined the firm while instilling a renewed energy for growth, adaptability, and a client-centric ethos. The focus remains on – not just meeting – but exceeding expectations, fostering enduring partnerships, and delivering unparalleled expertise-driven services that anticipate and address clients' evolving needs. WG looks forward to a bright future under the guidance of Dan Fiorentino, who will continue to drive the firm’s commitment to employee and client satisfaction.