Albuquerque, N.M.-based IPA 100 firm REDW Advisors & CPAs (FY24 net revenue of $65.04 million) has appointed Maxwell S. Kagan as the firm’s first chief financial officer.
Maxwell S. Kagan
The creation of the CFO role marks a milestone in REDW’s continued expansion in size, complexity and geographic reach. As CFO, Kagan will provide executive-level financial leadership across the firm, overseeing capital planning, financial aspects of mergers and acquisitions, modernization of finance operations and enterprise-wide risk management and compliance.
“The creation of the Chief Financial Officer role marks a significant milestone in REDW’s evolution as the firm continues to expand in size, complexity and geographic reach,” said Steve Cogan, MP of REDW. “As CFO, Max will provide executive-level financial leadership across REDW’s entire footprint, strengthening the firm’s financial infrastructure while supporting long-term strategic growth, innovation and operational excellence.”
Kagan brings more than 20 years of senior financial leadership experience across healthcare and professional services organizations. Most recently, he served as vice president and chief financial officer of Wellstar Medical Group, where he oversaw accounting and finance functions, managed capital planning and guided financial strategy for acquisitions and growth initiatives. Earlier in his career, he held senior roles with Centura Health, Presbyterian Healthcare Services, Protiviti, Arthur Andersen and BP Amoco.
Beyond traditional CFO responsibilities, Kagan brings deep expertise in strategic planning, operational efficiency, enterprise-wide financial modernization, and healthcare economics. He is also known for his collaborative leadership style and ability to translate complex financial insights into actionable strategies that support growth, innovation, and value creation.
“While REDW is committed to maintaining firm independence, Max’s appointment underscores our dedication to disciplined growth, strong financial stewardship, and continued investment in leadership that supports both clients and team members,” said Cogan.
