Withum Expands Alternative Investments Practice with Appointment of Steven Menna

Princeton, N.J.-based firm Withum (FY24 net revenue: $584.2 million) has announced the addition of Steven Menna to lead the firm’s national alternative investments expansion, focusing on the Southeast and Southwest regions. Menna joins Withum as a partner, bringing over three decades of expertise in the financial services sector, particularly in hedge funds and private equity.

Strategic Leadership for Growth

Menna’s appointment aligns with Withum’s strategy to broaden its reach in alternative investments and enhance service offerings in growing markets. Colleen Fay, partner and leader of Withum’s financial services group, highlighted Menna’s alignment with the firm’s goals:

“Steven’s career has been driven by his commitment to helping clients navigate complex financial environments. His background in the alternative investment space and strategic mindset are a great fit for our team. We’re excited to have Steven on board to spearhead our strategy of casting a wider net nationally and throughout the southern regions.”

Professional Expertise and Contributions

With an impressive career, Menna has established a reputation for delivering tailored, high-quality solutions in alternative investments, particularly within the hedge fund and private equity sectors. His leadership extends beyond client service; Menna was a driving force in founding the Private Investment Fund Forum in Texas, an initiative designed to unite industry professionals to address challenges and share best practices.

Additionally, Menna’s experience includes leading a Big Four firm’s National Hedge Fund and Alternative Investments practices, where he worked with domestic and international clients across diverse investment sectors.

Vision for Withum’s Future

Expressing enthusiasm for his new role, Menna stated:

“Withum’s forward-thinking approach aligns perfectly with my professional commitment to helping clients navigate the complexities of today’s financial landscape. I look forward to working closely with the firm’s entire team to drive growth and deliver innovative solutions that empower our clients.”

Educational and Professional Affiliations

Menna holds a Bachelor of Science in Accounting and Business Administration from SUNY New Paltz. He is an active member of several professional organizations, including:

•    American Institute of Certified Public Accountants (AICPA)

•    Texas Society of Certified Public Accountants (TXSCPA)

•    New Jersey Society of Certified Public Accountants (NJCPA)

•    New York State Society of Certified Public Accountants (NYSSCPA)

Impact on Withum’s Financial Services Team

As the National Leader of Alternative Investments, Menna will offer strategic insights and guidance to help clients navigate the dynamic landscape of hedge funds, private equity, venture capital, and fund-of-funds investments. Based in Dallas, he will play a critical role in expanding Withum’s footprint and delivering innovative solutions tailored to client needs in key markets.

This move underscores Withum’s commitment to growth, innovation, and exceptional client service in the alternative investments sector.