O’Connell will be Managing Partner for PKS & Co. accountants

Daniel M. O’Connell II, left, will succeed John M. Stern Jr., right, as Managing Partner for PKS & Co., Certified Public Accountants.

PKS & Co., Certified Public Accountants and Advisors to Business, has announced that Daniel M. O’Connell II has been elected to serve as the firm’s next Managing Partner.

O’Connell has been working alongside John M. Stern Jr. for the last two years in a co-management role to ensure proper transition of the top role in the firm. Stern has served as Managing Partner since 2004. 

“It has been my honor and privilege to serve as Managing Partner over the last 15 years,” said Stern. “Dan will bring a great deal of knowledge and experience to the Managing Partner role. He has been directly involved in the management of the firm since his admission as a partner in 2005 and is a natural choice to lead us into the next generation.”

Under Stern’s direction, the firm has achieved a number of significant milestones and evolved to be a CPA firm of choice in the region. Total personnel increased from approximately 35 in 2004 to nearly 80 in 2019.

Originally from western Maryland, O’Connell joined PKS in 1995 while attending Salisbury University, subsequently earned his CPA, PFS and CVA designations, and was admitted as a partner in 2005.

He specializes in economic, financial, operational, and management consulting to small- and medium-sized businesses, medical practice consulting, litigation support, and business valuations.

In addition, he has extensive experience in income tax, retirement & financial planning for owners of small to medium sized businesses and high net worth individuals.

“I am honored by the opportunity to continue to build on the strong foundation built by the Partners and staff of PKS,” said O’Connell. “I admire John’s contribution to the firm and the community.  His pursuit of exceptional client service, strong leadership and effective strategic practices will continue to serve as a model for me as well as other firm leaders.”

The two men will continue to work together to ensure a smooth transition for staff and clients alike. The duties and responsibilities of the Managing Partner will continue to expand as the firm continues to grow and evolve.

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