09/02/2026
From leadership transitions to industry recognition and meaningful connections — it’s been an exciting season at RKL! Here are a few highlights from summer 2026 👇
🌟 Leadership transitions: Mike De Stefano assumed the role of CEO of RKL, David Morais became the President of RKL Private Wealth, and Tom Reardon became the Executive Vice President of RKL Private Wealth
🏆 National recognition: RKL led Pennsylvania firms on INSIDE Public Accounting’s Top 100 list, while RKL Private Wealth was named a Top 40 Firm by assets under management by Accounting Today. We were also honored as NACUSAC’s Associate Member of the Year and received a GRCA Business Excellence Award.
👏 Celebrating our award-winning team: Ed Monborne, Mike De Stefano and Laurie Peer were named influential leaders by Central Penn Business Journal and Lehigh Valley Business. Rachel Sargent was recognized among CPBJ’s Women of Influence, and Dan Schellhamer was named to LVB’s Forty Under 40.
📚 Sharing insights: We released the RKL Mission & Margin Report, featuring perspectives from nonprofit leaders on the opportunities and challenges ahead.
🎉 Building community: From RKL Day at the Park and the PICPA Volleyball Tournament to our Going Global and Cyber Resilience Leadership Forum events, RKLers and business leaders came together to learn, connect, and celebrate.
Thank you to our clients, colleagues, and communities for being part of it all! 💙