Boardroom Media (CFO News)
At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based CFO’ operating in the Legal space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Steve Robertson
Chief Financial Officer of Intapp
Stephen Robertson is the CFO at Intapp.
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About Intapp: Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services.
Alec Guettel
CFO and Co-Founder of Knowable
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About Knowable: Knowable provides legal services.
Bernard Lauwers
WBG CFO Office, Special Initiatives of THE WORLD BANK
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About THE WORLD BANK: The World Bank Group provides financial and technical assistance to developing countries.
Mary Ann Sigler
Chief Financial Officer of Platinum Equity
Mary Ann Sigler joined Platinum Equity in 2004. She is currently responsible for overall accounting, tax, and financial reporting as well as managing strategic planning projects for Platinum Equity. In addition to these responsibilities, Mary Ann Sigler is the firm’s Chief Compliance Officer. Prior to joining Platinum Equity, Mary Ann Sigler was Senior Partner at Ernst & Young LLP (E&Y). Ms. Sigler’s 25-year career at E&Y began in January 1980 and she made Partner in September 1987. While at E&Y, Mary Ann Sigler’s clients included: Lockheed Martin Corporation, AOL Time Warner, TRW, Northrop Grumman, Amgen Inc, Allergan Inc, Teledyne Technologies, Rustic Canyon, and the Los Angeles Dodgers. She was also involved in several high profile acquisitions and dispositions for these clients. Mary Ann Sigler holds a Master’s Degree in Business Taxation from the University of Southern California and a B.A. in Accounting from the California State University at Fullerton.
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About Platinum Equity: Platinum Equity is a private equity investment firm that focuses on leveraged buyout investments of established companies.
Sean Liu
Chief Financial Officer of Legalist
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About Legalist: Legalist provides legal data analytics services designed to help small business to get access to the justice system.
Anthony P. Scardino
Chief Financial Officer of United States Patent and Trademark Office (USPTO)
Anthony P. Scardino is the Chief Financial Officer (CFO) for the United States Patent and Trademark Office (USPTO). He serves as principal advisor to the USPTO Director to support and improve the accounting, budgeting, planning, and organizational performance systems of the USPTO. His responsibilities include managing the fiscal operations of the USPTO and providing leadership in areas defined by the Chief Financial Officers Act of 1990 and other legislation designed to improve integrity in federal financial management. Mr. Scardino comes to the USPTO from the Department of Housing and Urban Development (HUD), where he was most recently the Assistant CFO for Budget. There he oversaw a budget of more than $45 billion and an additional $13.6 billion in Recovery Act funds. While serving as the Assistant CFO for Budget at HUD for almost four years, Mr. Scardino was a key advisor to the HUD Secretary on all financial matters and acted as a principal liaison official with all oversight entities for HUD. In addition to his regular duties, Mr. Scardino spent most of the last year serving as the Department’s Acting Deputy CFO. In this capacity, he was responsible for the Department’s budget, accounting, financial management, financial systems, financial reporting and appropriations law issues. Mr. Scardino has a bachelor of art degree in political science from the State University of New York at Geneseo and a Master of Public Administration degree from the State University of New York at Albany. Scardino has recently attained his Certified Government Financial Management (CGFM) certification with the Association of Government Accountants and is a recent graduate of Harvard’s John F. Kennedy School of Government’s Senior Managers in Government program.
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About United States Patent and Trademark Office (USPTO): The United States Patent and Trademark Office (USPTO) is the federal agency for granting U.S. patents and registering trademarks.
Eduardo Arreaga
Chief Financial Officer of Stavvy
Eduardo Arreaga is the Chief Financial Officer at Stavvy.
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About Stavvy: Stavvy is a modern lending platform designed to connect lenders with their title, settlement, and appraisal vendors.
Jeff Bohl
Chief Financial Officer of Ontra
Jeff is a Principal in H.I.G. Capital’s San Francisco office, where he focuses on making LBO investments in growth-oriented companies across a range of industries. Jeff has responsibility for all aspects of the investment process, and sits on the board of several H.I.G. portfolio companies. Jeff has more than a decade of experience in private equity and M&A. Prior to joining H.I.G. Capital in 2006, Jeff worked for JPMorgan and Wells Fargo Securities, where he advised small, high-growth companies on M&A transactions, capital raises and other strategic initiatives. Jeff also has operating experience with Salesforce.com and Baxter Healthcare. Jeff earned an M.B.A. from Harvard Business School and undergraduate degrees, summa cum laude, in business and psychology from the University of Colorado.
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About Ontra: Ontra is a provider of technology and services for contract automation and intelligence.
Sudhir Shrotri
Co Founder & CFO of CloudLex
Sudhir cofounded CloudLex® and provides strategic vision to the company. He also provides advice on financing strategy for the company to enable its ambitious growth target. Prior to CloudLex, Sudhir co-founded Lexvia, Inc. where he serves as Founder & CFO. Lexvia is one of the largest civil litigation support services companies in the country, providing comprehensive support to law firms across the country. Sudhir was a hedge fund portfolio manager with $500MM in Assets Under Management at Credit Suisse Asset Management. At Credit Suisse he focused on the Emerging Market Growth Financing portfolio (for Latin America) and the Distressed/Restructuring portfolio (for the US).
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About CloudLex: The next-gen Legal Cloud® to run your entire personal injury practice
Stephen Nazaran
Head of Operations, Co-Founder & CFO of Page Vault
Steve coordinates Page Vault’s finances, operations, and marketing. Steve Nazaran is co-founder and CFO of Page Vault. Steve oversees product management, daily operations, marketing, and finance for the growing company. He has an extensive background in operations in small organizations and loves the challenge of wearing many hats in an expanding company. Steve is a National Science Fellow, holds an advanced degree from the University of Notre Dame and is currently an MBA candidate at Northwestern University’s Kellogg School of Management.
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About Page Vault, Page Vault: Page Vault enables legal professionals to easily capture web content for use as evidence in the U.S. courts.
Brad Surminsky
Chief Financial Officer (CFO) of ConnectWise
A passion for team sports mirrors Brad’s passion for driving teams to win. As Chief Financial Officer, Brad leads finance and accounting, human resources and legal at CentralSquare. He brings over 25 years of financial leadership experience to CentralSquare. Prior to CentralSquare, Brad served as a divisional CFO for D+H, a global financial technology service leader. Prior to D+H, he served as CFO of ADP Canada and then CFO of the National Accounts division of ADP. Brad also held senior finance roles at ACNielsen and UniHost Corporation. Brad began his career at Arthur Andersen in Toronto. He has a CPA, CA designation, and a business degree from the University of Toronto. When he’s not working, Brad is an avid golfer and college sports enthusiast, alternating between University of Georgia football and University of North Carolina basketball. Brad loves spending time with his wife and college-aged children, who attend UNC and UGA–which makes it easier to catch a lot of games.
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About ConnectWise: ConnectWise is a software company that transforms how technology solution providers build, manage, and grow their businesses.
Roy A. Ceccato
Chief Financial Officer of Atlantic Metro
Mr. Ceccato joined Atlantic Metro in December 2012, as a financial consultant and is now the acting CFO of the Company. His primary focus has been on preparing the Company’s financial statements for full audit by providing best practices and effectively presenting the Company’s assets and professional strengths to the financial community. He is the principal architect of our current financing activities which include major capital leases from OEM’s and a credit facility with a tech-centric commercial senior lender. He also heads up our strategic acquisition plan and provides requisite due-diligence expertise. Prior to joining Atlantic Metro, Mr. Ceccato was the Vice President of Finance for DecisionPoint Systems, Inc., (“DPSI”) a position he held from July 2007 through October 2012. He played a key role in DPSI, a publicly traded company where he was responsible for Mergers and Acquisitions, major contract reviews, Sarbanes-Oxley compliance and external financial reporting for SEC public reporting requirements. From April 2004 until June 2007, he was a Director and CFO of a tri-state environmental remediation contractor. He has also served in various prior roles as Director and Treasurer, Chief Financial Officer and Director of Finance of several publicly traded companies in service and manufacturing industries and listed on all the major stock exchanges.
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About Atlantic Metro: Atlantic Metro delivers custom-tailored IT solutions like cloud hosting, nationwide network connectivity, and secure data center colocation.
David Bartlett
CFO of Expert Institute
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About Expert Institute: Expert Institute is empowering firms with the world’s leading expertise.
Bruce Esworthy
Chief Financial Officer of Broadcast Music, Inc (BMI)
Bruce A. Esworthy, as Senior Vice President, Finance & Administration and Chief Financial Officer, is responsible for the accounting and financial areas at BMI as well as the Human Resources / Benefits and General Services / Facilities departments. Esworthy has a leadership role in BMI’s adherence to the highest standards of financial accountability. Each year, BMI’s financial statements are subject to an audit by independent auditors Deloitte & Touche. Annually, our auditors express an opinion on our financial statements based on the results of their audit. An unqualified opinion (the best opinion possible) was issued again this year, denoting that our financial statements present fairly the financial position and results of operations of BMI. This excellent level of accountability is due in no small part to the work of Esworthy and his staff. Based in BMI’s Nashville office, Esworthy joined BMI in March 2004. Prior to that, he served in various financial management roles including the start-up of the Tennessee Education Lottery Corporation, Ingram Industries and Price Waterhouse. Esworthy received his Bachelor of Science degree in accounting from the University of Illinois and passed the CPA examination the same year. He holds an Executive MBA from the Owen Graduate School of Management at Vanderbilt University.
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About Broadcast Music, Inc (BMI): Helping songwriters avoid desk jobs since 1939. #WriteOn
Zeyad Moussa
Co-Founder & CFO of Azure Technology Partners
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About Azure Technology Partners: Manufacturing consulting for new products
Daniel Knepper
CFO and Managing Vice President of Institute For Justice
Dan Knepper serves as Chief Financial Officer and Managing Vice President at the Institute for Justice. As IJ’s primary financial officer, Dan oversees IJ’s budget, spending, and financial and investment management. Dan also oversees multiple business units and the day-to-day operation of IJ, including IJ’s Clinic, legislative efforts, legal and regulatory compliance, contracting, and back-office functions. Dan serves as IJ’s corporate Secretary and Treasurer and is a principal liaison with IJ’s Board of Directors. Dan received his undergraduate degree from the University of Pennsylvania and graduated cum laude from Georgetown University Law Center. While at GULC, Dan served as Editor and Special Projects Editor of the Georgetown Law Journal, which published his note, “Eliminating the Federal Subsidy in Kelo: Restricting the Availability of Tax-Exempt Financing for Redevelopment Projects.” Dan is a member of both the New York and DC bars. Prior to law school, Dan worked at IJ as an evidence analyst, where he assisted with the Lakewood, Ohio, eminent domain challenge, and he was a summer law clerk at IJ in 2004.
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About Institute For Justice: Institute for Justice is the national law firm for liberty.
Pete Graham
Chief Financial Officer of PRA Group
Pete Graham serves as executive vice president and chief financial officer for PRA Group. Graham is a seasoned finance executive with more than 20 years focused on the financial services industry across a broad range of sectors including lending, leasing, insurance and asset management. Graham joined PRA in 2016 and reports directly to PRA President and Chief Administrative Officer Kevin Stevenson. Graham is a 14-year veteran of General Electric Company (GE), most recently as a finance executive on the GE Capital exit plan team, focused on GE’s disposition of the majority of GE Capital. His previous positions within GE Capital include chief financial officer for GE Commercial Distribution Finance and GE Capital Markets. He also served as global controller for Treasury and Global Funding Operations and controller and manager of Financial Planning and Analysis for GE Asset Management. Prior to joining GE, Graham was with KPMG LLP for 10 years where he led audit and advisory teams serving clients in the financial services industry in insurance, banking, and asset management. His tenure with KPMG included three years living and working in Switzerland while leading teams across Europe. Graham earned his bachelor’s degree in accounting from the University of Connecticut and is also a Certified Public Accountant.
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About PRA Group: PRA Group offers the following broad range of debt buying solutions and business and government services.
Alfred Harutunian
Chief Financial Officer of Latham & Watkins
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About Latham & Watkins: Latham & Watkins is a global law firm that offers legal advisory services.
Jessica Von Nagy
Chief Financial Officer of ITM TwentyFirst
Jessica is responsible for the financial operations at ITM TwentyFirst focusing on strategic planning and analytics. She brings over 10 years of experience through progressive Finance and Accounting roles within the Business Services industry. Jessica holds a Master of Business Administration degree from Regis University and a Bachelor of Science degree with a specialization in Finance from the University of Nebraska Omaha.
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About ITM TwentyFirst: ITM TwentyFirst is comprised of a team of independent life insurance servicing professionals.
Rishiprabh Jha
Chief Financial Officer of Integreon
Rishiprabh (Rishi) Jha joined Integreon in 2015. He has more than 12 years of experience in the information technology and business process outsourcing (BPO) industry, having worked with global firms such as Genpact, Sapient Corporation, PwC and Vertex Customer Services India Pvt Ltd. Prior to joining Integreon, Rishi was the Chief Financial Officer (CFO) for a leading global analytics and research firm. As CFO of this private equity-funded organization, he was responsible for investor and banking relations, as well building their internal processes. As the CFO for Vertex, he handled their India business and global finance shared services, and was integral to the setup and acquisition of the company’s BPO business in India. Rishi holds a Chartered Accountant degree from the Institute of Chartered Accountants of India. He is an alumni of the Shri Ram College of Commerce, having obtained his Bachelor of Commerce degree from the University of Delhi.
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About Integreon: Integreon Managed Solutions provides integrated knowledge process outsourcing services, offering legal and contract management services.
Kathy Barrens
Chief Financial Officer of The Rawlings Group
Kathy oversees finance operations, including the processing and reporting of recovery transactions for the five operating divisions. Kathy also serves as the Executive Sponsor for newly-implementing clients. Prior to joining Rawlings in 1998, Kathy was the chief auditor for a major life and health insurance company, and for a public accounting firm. Kathy graduated with honors from the University of Kentucky.
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About The Rawlings Group: The Rawlings Group is the nation’s leading provider of data mining claims recovery services.
J. Robert Merola
Chief Financial Officer of Cummings & Lockwood
J. Robert Merola is Chief Financial Officer @ Cummings & Lockwood.
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About Cummings & Lockwood: Cummings & Lockwood, founded in 1909, focuses on the needs of private clients, as well as commercial entities.
Harry Clapp
CFO of Heureka Software
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About Heureka Software: Heureka provides organizations with tools to help them solve challenges related to managing unstructured data.
Perry Cronin
Chief Financial Office of Arbitration Resolution Services, Inc. (ARS)
Perry Cronin is a CPA with over 30 years of diversified accounting, auditing, tax and consulting experience. Perry has extensive experience in start-up companies as well as publically held companies. Perry’s previous experience includes senior manager roles with Coopers & Lybrand, now PriceWaterhouseCoopers, and Ernst & Young, LLP serving a diverse public and private client base. His public accounting experience includes not only financial statement audits and litigation support, but also initial public and follow-on offerings, due diligence engagements, demutualization consulting and captive creation. After his public accounting career, Perry went on to become a partner in a boutique consulting firm in Chicago. The firm was acquired by a client and Perry became the Chief Financial Officer for a NYSE insurance holding company. Perry has a Bachelor of Arts in Accounting from Lewis University. He is a licensed CPA in the State Alabama and has been active over the years in civic and charitable organizations.
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About Arbitration Resolution Services, Inc. (ARS): ARS is a revolutionary approach to resolve disputes online from anywhere at anytime.
Lawton Miller
Chief Financial Officer of BLR
Lawton joined BLR in April 2008 in the Chief Financial Officer role after serving in similar executive positions in the office supply industry for 15 years. He served as Vice President and CFO of Radar Business Systems during a period of rapid growth overseeing the financial area while being involved in the due diligence and consolidation of eight acquired companies. After Radar’s acquisition by US Office Products, he served in various district and regional controller positions of this $3 billion public corporation. In 2002, he became one of the original founders of MyOfficeProducts, Inc., serving as Senior Vice President and Chief Financial Officer of this start-up business-to-business office products provider. His current responsibilities include oversight of the financial/accounting, customer service, event logistics, art services, fulfillment, content management services, circulation and human resource functions. Prior to entering the office supply industry, Lawton was with Hospital Corporation of America for four years. Lawton received his BS degree in Accounting from Lipscomb University and is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Public Accountants.
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About BLR, Simplify Compliance: Business & Learning Resources provides compliance, workflow, management, and training solutions for HR and EHS professionals.
John Bailey
Founder, Director, CFO of Boston Startup CFO
John Bailey is the CFO of fluidIQ.
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About Boston Startup CFO, fluidIQ: CFO Services to Startups
Lisa Cain
Chief Financial Officer of TCDI
Lisa is a CPA and brings a strong combination of financial, accounting, and computer information experience to TCDI. With more than 25 years of financial experience, she is responsible for the oversight and direction of TCDI’s financial operations. Lisa holds BS degrees in Accounting and Computer Information Systems and an MBA — all from Pfeiffer University, where she also serves on the Alumni Board.
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About TCDI: TCDI, a leader in litigation technology and services for mass tort management.
Lisa Cain
Chief Financial Officer of TCDI
Lisa is a CPA and brings a strong combination of financial, accounting, and computer information experience to TCDI. With more than 25 years of financial experience, she is responsible for the oversight and direction of TCDI’s financial operations. Lisa holds BS degrees in Accounting and Computer Information Systems and an MBA — all from Pfeiffer University, where she also serves on the Alumni Board.
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About TCDI: TCDI, a leader in litigation technology and services for mass tort management.
Julia Race
Chief Financial Officer of Franco Signor
Julia Race is a Chief Financial Officer at Franco Signor LLC.
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About Franco Signor, ISO Claims Partners: Franco Signor is an insurance firm that aims to be the authority in Medicare Secondary Payer (MSP) Compliance.
Tim Rosado
Chief Financial & Administrative Officer of International Trade Administration
Tim Rosado is Chief Financial & Administrative Officer at International Trade Administration.
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About International Trade Administration: International Trade Administration is an agency in the United States Department of Commerce.
Nastassia David
CFO of IPCybercrime
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About IPCybercrime: Intellectual Property Investigations on the Web & Beyond™
Michael Langford
CFO of Reed Tech
Michael Langford is the Vice President of Finance for Reed Tech responsible for leading the Accounting, Finance Planning and Analysis, Contract Administration and Site of office services organization. With over 27 years of experience specializing in Life Science, multinational, finance leadership roles, Mr. Langford has acquired a diverse background of financial, commercial operations and business development expertise that has enabled him to provide financial leadership across functions and markets. Throughout his career at Bristol-Myers Squibb and ConvaTec, Mr. Langford has worked in both large multinational as well as small carve out/startup environments. He has successfully led numerous project teams that have yielded significant synergies, process improvement driving substantial revenue and profit growth. Mr. Langford has an MBA from Rider University and his BS in Finance from Fairfield University. He is a founding member, past President and an active board member of a nonprofit youth organization.
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About Reed Tech: Reed Tech is the leading provider of services for the preparation and submission of SPLs to the FDA.
Michael Langford
CFO of Reed Tech
Michael Langford is the Vice President of Finance for Reed Tech responsible for leading the Accounting, Finance Planning and Analysis, Contract Administration and Site of office services organization. With over 27 years of experience specializing in Life Science, multinational, finance leadership roles, Mr. Langford has acquired a diverse background of financial, commercial operations and business development expertise that has enabled him to provide financial leadership across functions and markets. Throughout his career at Bristol-Myers Squibb and ConvaTec, Mr. Langford has worked in both large multinational as well as small carve out/startup environments. He has successfully led numerous project teams that have yielded significant synergies, process improvement driving substantial revenue and profit growth. Mr. Langford has an MBA from Rider University and his BS in Finance from Fairfield University. He is a founding member, past President and an active board member of a nonprofit youth organization.
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About Reed Tech: Reed Tech is the leading provider of services for the preparation and submission of SPLs to the FDA.
Lawrence Cowan
Senior Partner & CFO of Cicero Group
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About Cicero Group, Cicero Group: Data-driven strategy consulting
Nelson Quintero
Co-Founder and Chief Financial Officer of ECFX
Co-Founder of ECFX, Inc. Owner of Quintero Law Office, PC.
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About ECFX: The leader in automated electronic court filing notice management for law firms and corporate legal departments.
Philip Juetten
CFO of Traklight
Philip Juetten is the chief financial officer at Traklight.
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About Anglo American, Traklight: Traklight provides online intellectual property identification tools and resources.
