SPECIALISTS

Kevin C. Cassidy

Director, Citrin Cooperman Advisors LLC

Kevin Cassidy 400x500 desktop (1)

Experience

Kevin is a Director in Citrin Cooperman’s Cannabis Advisory Services practice. He uses more than 30 years of experience from Big 4 accounting and Wall Street to support cannabis businesses with fractional CFO work, such as helping companies prepare for either side of an M&A transaction, assistance with projections, and investor presentation. He also provides audit/IPO readiness services and technical accounting advisory services.

Kevin is actively involved in numerous cannabis networking groups across the country, especially in New York, New Jersey, Connecticut, and Massachusetts. He is engaged with numerous cannabis organizations such as the Tri Coast Cannabis Chamber of Commerce and is the founder of the Tri State Cannabis Networking Group that has over 350 members across the country.

Kevin spent 12 years with Big 4 accounting firms such as EY and KPMG. He spent his last two years with KPMG in its National Office advising on M&A, debt, restructuring, IPO preparation and SEC reporting issues. He was a CFO of a public company, NYFiX, before it was sold. Kevin worked 17 years as a credit analyst with Moody’s Investors Service covering cannabis, tobacco, CPG, retail, and manufacturing companies. Kevin spent a year as a Fractional CFO with Seaton Hill Partners, leading its cannabis practice. He is an adjunct professor at Fairfield University teaching financial and cost accounting.

CREDENTIALS

Education

Bachelor of Accounting, LeMoyne College

Licenses

Certified Public Accountant in the State of New York

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New York State Society of CPAs (NYSSCPA)

Board Member, Cannabis Chamber of Commerce

Presentations & Publications

“Opportunities & Challenges In the Tri-State Cannabis Marketplace,” Cannabis Chamber of Commerce, September 28, 2022

WORK-LIFE BALANCE

Outside the Office

Kevin likes to exercise and scuba dive when not spending time with his family or playing with his dog.

Get in touch with Kevin C. Cassidy today.

Fill out the form below to get in direct contact with Kevin C. Cassidy and start your personalized consultation journey.

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Give to give, don’t give to get.

Get in touch with Kevin C. Cassidy today.

Fill out the form below to get in direct contact with Kevin C. Cassidy and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Kevin Cassidy 400x500 desktop (1)
Home Office
icon PROVIDENCE: T: (401) 421-4800