Joseph Karczewski is a control person of Andersen Tax and directly owns under 5% of it. Joseph Karczewski holds a BBS in Public Accounting & Mathematics from Loyola University and a JD from DePaul University.
Andersen Tax is an investment adviser based in McLean, VA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other clients. Its regulatory assets under management total $6.35 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
Joseph Karczewski is Managing Director of Andersen, based in Chicago. He is Chairman of the U.S. firm's Board of Directors and a member of Andersen Global's Board of Directors. He has over 25 years of federal tax planning experience serving private equity firms, private and public companies, and wealthy families. Before joining Andersen, he was a partner at Arthur Andersen and KPMG.
- CRD
- 5483090
- Firm
- Andersen Tax · CRD 124205
- Role
- Managing Director/Board Member
- In role since
- December 2007 · 18 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- McLean, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- andersen.com
Where does Joseph Karczewski work?
Joseph Karczewski has been Managing Director/Board Member of Andersen Tax LLC since December 2007, and is a control person of the firm.
How can I verify Joseph Karczewski’s record?
Joseph Karczewski’s role is listed on Andersen Tax LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124205.
Mark VorsatzChief Executive Officer/Managing Director/Chairman of Board
Neal LivingstonManaging Director/Chief Financial Officer- Morgan ChongChief Compliance Officer
Frank CassidyManaging Director/Board Member
Peter CosciaManaging Director/Board
Peter CroccoManaging Director/Board Member
William DeckelmanManaging Director/Chief Legal Officer
Daniel DepaoliCountry Managing Director
Mary DuffyManaging Director/Board Member
Matthew JufferManaging Director - Des Moines Ics
Andrew KyriacouManaging Director - Boston Ics
Adam LevyManaging Director - New York Ics
Jeff MaloManaging Director, Board Member
Adam SteinbergerManaging Director/Board Member
Chad ThielManaging Director/Board Member
Brian UllspergerManaging Director - McLean Ics