National Markets Leader – Financial Services, Withum
Joe Cassano is an Audit Partner at Withum, bringing over 20 years of comprehensive experience in both audit and tax, particularly within alternative investments. His diverse expertise spans across a wide range of clients, from $5 million to $5 billion, encompassing various strategies, structures and jurisdictions. Joe’s proficiency covers a broad spectrum of trading instruments, from standard equities to intricate structured products, private investments and digital assets. Recognized by clients and the market as an industry expert, Joe is adept at advising and collaborating with fund managers at any stage of their lifecycle. His approach is rooted in a deep understanding of the unique challenges and opportunities within the alternative investment space.
Joe holds emerging managers and seasoned industry veterans in equal regard, emphasizing the importance of relationships in fostering positive client and personal experiences. He is known for his ability to translate complex financial concepts into actionable insights, making him a trusted advisor to his clients. Joe is a regular speaker at industry events, where he shares his extensive knowledge on the development of best practices, institutionalization and the evolving regulatory landscape. His thought leadership extends to contributing articles and is a frequent contributor to Withum’s video series, The Alternative Route. In addition to his client-facing role, Joe is a key developer of Withum’s in-house training programs. These programs are instrumental in cultivating the next generation of talent within the financial services group, ensuring that Withum’s team remains at the forefront of industry knowledge and expertise.