Reading, Pa.-based IPA 200 firm Herbein + Company Inc. (FY23 net revenue $52.2 million) has announced a series of strategic leadership transitions designed to position the firm for continued growth and success.
At the core of these transitions, Joshua A. Pollet, will be appointed CFO, effective Oct. 1, 2025. Pollet will succeed the current CFO Joseph J. Witkowski, who plans to retire in late 2026 after a 33-year career with the firm.
“Josh’s appointment as CFO demonstrates our focus on developing exceptional leaders who align with Herbein’s strategy,” said Herbein CEO David W. Stonesifer. “His nearly two decades of experience in finance, strategic planning and M&A advisory, combined with his deep understanding of our culture, make him uniquely qualified to guide our financial future. Josh’s leadership will help us grow responsibly while maintaining the strong foundation needed to invest in our people, clients and technology.”
Pollet shared, “Herbein’s commitment to excellence and innovation has been inspiring throughout my career. As CFO, I look forward to building on the strong financial foundation established by our firm throughout the last 53 years, aligning our resources with strategic goals, and continuing to drive success alongside our talented team.”
Witkowski added, “Josh’s deep knowledge of Herbein and his forward-thinking approach make him the ideal successor. I look forward to supporting him through this transition as he steps into this key leadership role.”
In addition to Pollet’s appointment, Herbein announced two other key leadership transitions:
- Craig A. Mengel, a partner since 2017, has been appointed managing director of the business enterprise practice. He succeeds partner Steven M. Wolf, who will now guide Herbein’s M&A post-integration processes.
- Christopher M. Turtell, a partner since 2016, has been named managing director of the firm’s assurance practice, succeeding Pollet.
“These leadership changes are part of our intention to align our leadership structure with our strategic priorities,” said Stonesifer. “By positioning leaders like Josh, Craig and Chris in these critical roles, we ensure Herbein is well-equipped to meet the challenges and opportunities ahead while continuing to help our clients succeed with confidence.”
