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Who We Are

A Message from Our Managing Partners

Who We Are

A Message from Our Managing Partners

Looking back…

It is a humbling experience, to say the least, to be at the helm of an organization as it continues to evolve and grow through its second century of service, and we are keenly aware of the responsibility that comes with our leadership position, especially as it pertains to our clients, our people, and our community.

Looking back, Berdon’s success today would not have happened without the vision of David Berdon, who founded David Berdon & Co. in 1917.

Since that time, the Firm has survived two World Wars, the Cold War, the Great Depression, 9/11, civil unrest, economic booms and busts, and tragedies close to home. We have not only survived, but have thrived, which is a testament to the stable leadership that has driven the Firm over our more than 100-year history. In addition to David Berdon, the Firm has been led by only four other Managing Partners prior to us. These tremendous leaders, to whom we remain extremely grateful, include Maurice Preville, Norman Yellin, David Zack, and Stanley Freundlich.

We are also truly grateful for our committed team of professionals as well as our clients and friends that have played a significant role in shaping our history and helping us prepare for the future.

THE ROAD AHEAD...

As we move forward in a time of tremendous financial, social, and technological change, we continue to be driven by our mission to provide our clients with superior quality tax, accounting, and advisory services, by listening to their issues, solving their problems, and delivering innovative solutions that exceed their expectations. This mission ties to our mantra of Listen. Solve. Do. and extends beyond our clients, as we strive to also serve our people and our community by providing support and guidance that empower and drive success.

We are truly excited about the road ahead as we continue to focus on adapting to market changes, and the subsequent evolution of client needs, through targeted and strategic growth as well as continuous industry and service specialization. As businesses continue to navigate an increasingly complex environment, our professionals strive to be our clients’ true business partners—guiding them throughout their journey.

It is essential that stable leadership continues to be primary to our sustainability, and we are confident we will continue to meet this requirement. We are proud to be part of a team that has been, and will continue to be, instrumental in defining and implementing the vision and future for the Firm—our clients and our people.

Like those who have come before us, we look to constantly move the Firm forward by hiring the best and brightest, and providing top-notch service to our clients. As the needs of our clients evolve, our services will continue to grow in breadth and depth,through:

  • Furthering industry specialization and the implementation of technology to enhance efficiency and overall client service
  • Expanding our reach to better serve our clients as they continue to grow their businesses nationally and internationally
  • Monitoring the ongoing evolution in the tax code and regulations so that we can keep our clients and friends informed and ahead of change
  • Pursuing new policies and practices to help fulfill the promise of diversity, equity, and inclusion
  • Identifying business, management, tax, and operational opportunities for clients and providing the guidance to make them a reality
  • Maintaining our independence so that clients can be sure that our advice comes with their circumstances, and only their circumstances, in mind
  • Ensuring that our professionals benefit from regular and consistent education so that they can serve as our clients trusted and knowledgeable advisors
  • Advising clients as if we were a partner in their business

A Message of Thanks

We are thankful for the Berdon professionals and leaders who have made, and continue to make, tremendous efforts to uphold the Firm’s culture, values,and client service standards. We are also grateful to the Berdon clients and referral sources who have trusted us to serve, guide,and collaborate with them throughout our over 100 years of operation.

Any questions or suggestions on how we can continually improve are always welcome. We are never more than a phone call or email away and can be reached at 212-832-0400 or at MBosswick@berdonllp.com and SKotler@berdonllp.com.

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