SPECIALISTS

Stephen P. Davis

Partner, Citrin Cooperman Advisors LLC

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Experience

Steve is a partner in Citrin Cooperman's Philadelphia office. His responsibilities include the day-to-day management of financial opinion engagements, as well as the preparation of business enterprise, intangible asset, and securities valuations. Steve also conducts business enterprise and securities valuations and is actively engaged in the financial analysis, research, and due diligence associated with the issuance of solvency and fairness opinions. Steve has provided expert testimony and valuation support in connection with litigation engagements. He has been involved in transactions ranging from high-tech Internet start-up businesses and software companies to established manufacturing and chemical companies. His intangible asset valuation experience includes trademarks, patents, non-compete agreements, and customer lists and relationships.

Previously, Steve was a managing director at Murray Devine, which joined Citrin Cooperman in 2022. Prior to Murray Devine, Steve was the chief financial officer for the law firm of Hangley Aronchick Segal & Pudlin where he was responsible for the overall financial management of the firm, including banking relationships, budgeting, cash flow forecasting, and planning. Steve has also held various financial analyst positions that involved the preparation, analysis, maintenance, and design of multi-million-dollar budgets and financial statements. He served as an assistant treasurer to U.S. Congressman Robert Andrews in the 1997 New Jersey gubernatorial campaign and has provided consulting services on the installation of accounting and financial software applications for law firms.

CREDENTIALS

Education

Bachelor of Science in Finance, Drexel University

Master of Business Administration, Drexel University Bennett S. LeBow School of Business

Licenses

Bachelor of Science in Accounting, University of Pittsburgh 

Affiliations

Member, CFA Institute

Presentations & Publications

Steve has been a guest speaker for Drexel University’s Executive MBA program.

WORK-LIFE BALANCE

Community Involvement

Steve has been a member of Drexel University’s Executive MBA Alumni Board and a guest speaker for the EMBA program. Steve has also donated time as a volunteer financial consultant to such groups as the Homeless Advocacy Project in Philadelphia and the Community Conservatory of Music in Bucks County, PA.

Outside the Office

Steve resides in Bucks County, PA. He enjoys spending time with his wife, daughters, and grandchildren along with biking, golfing, and other fitness activities.

Get in touch with Stephen P. Davis today.

Fill out the form below to get in direct contact with Stephen P. Davis and start your personalized consultation journey.

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Get in touch with Stephen P. Davis today.

Fill out the form below to get in direct contact with Stephen P. Davis 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.

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Home Office
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