Neil Jesani, CFP®, M.Acc
President & CEO
Founder, President, and CEO of Neil Jesani Advisors. Leads the firm's strategy practice and senior-led engagements for founders, executives, and multi-generational families.
Leadership
3 P's: People, People & People.
We've redefined the 3 P's (People, Process and Product) to focus entirely on the Right People. To us, the 'Who' always precedes the 'What.' When you have the right talent in the right roles, the strategy and results follow naturally.
Rich Hofmann, CPA, JD
Chief Financial Officer
Heads the firm's Private Client Practice and serves as Chief Financial Officer. Dual-credentialed tax attorney and CPA with 20+ years of experience leading corporate tax functions at public and private companies nationwide.
George Scopetta, JD, M.Acc.
SVP, General Counsel
Serves as the firm's General Counsel and plays a senior role across the Private Client and Tax Controversy practices. Tax attorney and financial executive with a Big Four foundation in international tax planning.
David Cohen
SVP, Operations
Leads strategic execution and platform expansion. 25+ years of executive leadership across M&A, capital raising, and turnarounds — with full P&L accountability across the firm's advisory verticals.
Jeremy Corkhill, MBA
SVP, Growth & People
Leads inorganic and organic growth strategy — sourcing and executing acquisitions while building and staffing new business lines across the platform. 25 years across investment banking, private equity, and corporate development.
Mark Benhard, MBA
SVP, Communications
Leads corporate brand strategy. 30+ years of marcom leadership and on-camera spokesperson experience for FORTUNE-500 and global organizations.
Engagement Intake
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