Tag: CPA Leadership

George Follini Jr, CPA, CGMA, MS: Accomplished CPA and Financial Executive with Extensive Expertise in Accounting, Asset Management, and Financial Leadership

George Follini Jr, CPA, CGMA, MS, is a seasoned financial executive and founder of Follini & Associates CPA, P.C., with over 35 years of experience in public accounting, tax strategy, asset management, and executive leadership. Known for his deep expertise in financial regulation and his ability to scale operations across multiple states, George has led both boutique CPA practices and billion-dollar asset management firms. From his early days at PwC and Deloitte to his executive tenure at Guggenheim Partners, George has consistently delivered strategic financial solutions with integrity, precision, and visionary leadership.

Robert S. Understein: A Legacy of Financial Vision, Real Estate Leadership, and Strategic Impact

I’m excited to share my executive biography, reflecting over 60 years of work in finance, real estate, and nonprofit leadership. From founding a top-tier tax and advisory firm to advising federal initiatives and supporting educational institutions, my journey has always been about creating value and giving back. I look forward to new opportunities to contribute on boards where strategic thinking, operational insight, and mission alignment are key