Marcum’s Jo Anna Fellon Named Office Managing Partner of East Hanover
OCTOBER 1, 2024 (New York City, NY) – Marcum LLP is thrilled to announce that, effective October 1, Jo Anna Fellon will assume the role of Office Managing Partner for Marcum’s East Hanover, New Jersey office. This leadership change marks an exciting new chapter for the office as it prepares to transition to a new location in Morristown.
Jo Anna M. Fellon is a seasoned tax partner and the National Leader of Marcum’s Private Client Services practice. She also holds the position of Office Tax Service Line Partner-In-Charge for East Hanover. With 14 years at Marcum, Jo Anna has demonstrated a remarkable ability to craft innovative tax strategies, maximize philanthropic gifting, and manage wealth transfers for clients. Her experience extends to exploring alternative investments and restructuring family offices for enhanced efficiency. Additionally, she is a respected educator, having led numerous internal and external technical tax seminars.
Jo Anna expressed her enthusiasm for her new role, stating, “I am thrilled to take on this additional leadership role at Marcum as we establish our new roots in Morristown next month. With the accounting profession continuously evolving, I’ll eagerly collaborate with my colleagues to usher in a new era of growth and opportunity for this office. I am excited to lead our talented team into the future and contribute to our ongoing success.”
This leadership transition comes as Jo Anna’s predecessor, Chris Smith, announced his retirement after 30 years in the accounting profession. This leadership transition comes as current Office Managing Partner Chris Smith prepares for his well-deserved retirement. Chris leaves a legacy of outstanding leadership, consistently demonstrating a tireless commitment to his clients and the firm. Marcum extends its heartfelt gratitude for his years of service and wishes him a fulfilling retirement.
About Marcum LLP
Marcum LLP is a top-ranked national accounting and advisory firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services. Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum.
