Citrin Cooperman
Client Portal Login
Connect With Us:  
text size text decrease text increase

People

Joseph J. Puglisi, CPA

Partner

Joseph J. Puglisi is a financial services partner with more than two decades of experience providing audit, accounting, and business consulting services. As part of the firm’s Financial Services Industry practice, his clients include hedge funds, funds of funds, venture capital funds, private equity funds, broker-dealers, general partners, and management companies.
 
Prior to joining Citrin Cooperman, Joe was a principal in the financial services practice of an international firm, where he led its SEC practice and served both public and private clients throughout the globe.
 
Joe is an integral part of his clients’ advisory teams, focusing on helping them stay compliant and protected in an evolving and highly regulated arena. His broad expertise includes advising privately held companies on corporate finance transactions, due diligence, and business and management strategies. He also has extensive experience working with publicly held clients on various aspects of SEC reporting, initial public offerings, and reverse-merger transactions.
 
Affiliations
Joe is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), and the New Jersey Society of Certified Public Accountants (NJSCPA). In addition, he is highly involved in the firm’s training and best practices.
 
Education & Licenses
Joe earned his B.B.A. in Public Accounting from Pace University. He is a Certified Public Accountant in the States of New York and New Jersey.
 

Featured In

Apr 26, 2017

Joseph Puglisi Appointed Chairman of NYSSCPA SEC Committee more

Sep 23, 2013

Citrin Cooperman Adds Joseph Puglisi as Partner in Financial Services Group more