Insights

  • Siegfried Advisory welcomes six new team members

    February 8, 2024

    We're thrilled to welcome six new team members across each of our service lines. Get to know them!

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  • Promotions At Siegfried Advisory

    January 31, 2019

    Please join us in congratulating the following team members for well-deserved promotions. These folks have shown alignment to firm and team vision, 5-star client service, overall performance, values and leadership qualities worthy of a promotion. Steve Hutchison, FAS Director Shaun Menkhaus, Tax Manager Brieann Capecci, Level 3 Senior Tax Associate Congratulations!

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  • Crime and Cryptocurrency: Investors Beware

    January 14, 2019

    People are taking about cryptocurrency. And with so much interest in the topic, Siegfried Advisory’s Alyzabeth Smith, along with Judith Herron, CPA, recently published an article on CPA Now, a blog from the Pennsylvania Institute of CPAs. The article, which focuses on cryptocurrency and crimes that could be associated with it, can be found in […]

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  • Shaun Menkhaus earns Certified Valuation Analyst designation

    December 31, 2018

    Siegfried Advisory would like to congratulate Shaun Menkhaus for becoming a Certified Valuation Analyst (CVA)! Through training and rigorous testing, CVAs demonstrate they are qualified to provide capable and professionally executed valuation services.  The CVA designation is an indication to the business, professional, and legal communities that recipients have met the rigorous standards of professionalism, expertise, objectivity, and integrity in the field of business valuation, financial […]

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  • Siegfried Advisory's Jeff Osberg Makes a Name in Philly's Amateur Golf Scene

    September 17, 2018

    Our very own Jeff Osberg was recently highlighted in an article in Global Golf Post titled "Osberg Makes a Name in Philly Amateur Scene." The article, which declares Philadelphia as "one of the best places for a competitive amateur to hang his golf visor," provides insight from Osberg about the delicate balance between the office, […]

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