Rothstein Kass Hires Todd Kesterson as Director of Family Office Services

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Financial Services Expert Brings More Than Two Decades of Experience to Firm’s Dallas Office.

Rothstein Kass, a leading professional services provider to the financial services industry, today announced that Todd Kesterson has joined the firm’s Dallas office as Director of Family Office Services. Utilizing his nearly 25 years of experience in public accounting, wealth advisory and general business operations in the financial services industry, Mr. Kesterson will provide accounting, tax and business consulting services to high-net-worth individuals and family offices. He brings to the team extensive expertise in family business consulting, investment analysis, estate and business planning, internal controls and risk aversion, and budgeting and cash management.

“Todd’s experience and broad background working with family offices make him a tremendous asset to our family office division,” said Steven J. Menna, principal-in-charge of Rothstein Kass in Dallas. “His wealth of technical knowledge will help us better serve our clients with comprehensive strategies that address their individual needs. But beyond that, he brings a great understanding of the delicate nature and unique dynamics of running a family office, which only comes from years of firsthand experience. We’re excited to welcome Todd to our team as we continue to expand the depth and breadth of our family office services.”

Prior to joining Rothstein Kass, Mr. Kesterson spent nearly 15 years serving as President and Chief Financial Officer for the private wealth management office of a high-net-worth Dallas family. In this role, he oversaw all business and day-to-day operations, including accounting, planning and forecasting, asset custody and security, human resources functions, and private foundation operations and compliance. Previously, Mr. Kesterson was the Chief Financial Officer of a privately held auto finance company. He began his career as a tax consultant at Ernst & Young.

“Rothstein Kass’ family office group is set apart by its people – its talented and forward-thinking employees who bring unparalleled expertise in managing every facet of multigenerational wealth – and I couldn’t be happier to join the team,” said Mr. Kesterson. “Everyone in this group has a deep understanding of the highly specialized needs that are crucial to the success of family offices, and it’s refreshing to know I’ll be working in such a motivating and collaborative environment. I’m looking forward to using my experience to help the firm continue to be a leader and innovator in the family office space.”

Mr. Kesterson is a certified public accountant (CPA), a member of the American Institute of Certified Public Accountants (AICPA) and the Texas State Society of CPAs (TSCPA). He holds a Bachelor of Science degree in Accounting as well as a Master’s in Accounting from the University of North Texas.

About Rothstein Kass:
Founded in 1959, Rothstein Kass is a premier professional services firm serving privately-held and publicly-traded companies, as well as high-net-worth individuals and families. With more than 1,000 professionals, the firm provides accounting, advisory, auditing and tax services, as well as a full array of integrated services such as litigation and forensic consulting and concierge and tax accounting to clients across industry spectrums and in all stages of development. Rothstein Kass is widely recognized as a leader in the financial services space, consistently ranking among the top CPA firms serving the Hedge Fund, Private Equity, Venture Capital, Broker Dealer and Family Office segments.

At the core of Rothstein Kass’ remarkable success is a commitment to hiring, developing and retaining employees with the same entrepreneurial spirit that permeates the sophisticated business and financial services communities the firm serves.

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Kathleen O'Toole
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