Partner recognized for contributions to organization and community impact in New Jersey
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, has announced that Bhakti Shah, Partner in the Organization’s Cranford office, has been named to the ‘2025 NJBIZ Leaders in Finance’ List. This recognition acknowledges the contributions of financial executives and leaders in New Jersey, highlighting their impactful efforts towards organizational success and community betterment.
Since 2022, Shah has been an integral part of PKF O’Connor Davies’ Trust & Estate practice. She has experience working with high-net-worth individuals, guiding them through complex mitigation strategies, retirement planning and charitable giving. She also provides tax advisory, planning and compliance services to clients, both nationally and internationally. A member of the New Jersey State Bar Association, she is a licensed attorney in the States of New York and New Jersey, as well as a Certified Public Accountant in the State of New York.
Shah’s selection acknowledges her many contributions to PKF O’Connor Davies and the greater community. She is a lifetime member of Lad Vanik Samaj of North America, a nonprofit dedicated to promoting ancestral family values and fostering togetherness. She also has volunteered to educate retirees on estate planning and has actively participated in community outreach programs, teaching financial literacy to middle school students.
“We’re excited to congratulate Bhakti on being recognized as a ‘2025 NJBIZ Leader in Finance’, said Kevin J. Keane, Chief Executive Officer at PKF O’Connor Davies. “Respected by clients and colleagues alike, this recognition reflects Bhakti’s leadership, expertise and commitment to fostering growth and success within our organization and community.
Honorees were selected by a panel of independent judges with experience in the financial industry. The selections were based on the nominees’ involvement in their industries and communities, as well as their professional achievements. The award’s recipients represent a wide range of finance industry sectors, including banking, corporate, investment, blockchain and professional categories.
An honoree event for the award takes place on April 29 in Somerset, New Jersey. For more information, visit https://njbiz.com/event/leaders-finance-2025/.