Meet The Team
Jacob Goldburd
Partner
As a certified CPA, Jacob 'Jay' Goldburd is an accountant with a deep knowledge of tax accountancy and advisory. With years of experience, he provides clients with strategic and ethical tax planning beyond tax season.
Lisa M. Lee Lum
Partner
After graduating from The Spence School in 1992, followed by the University of Albany in 2001, Lisa Lee Lum has devoted her career to providing expert accountancy and maintaining a growing knowledge of best tax practices and client needs.
Joseph Goldburd
Chief Innovation Officer
Innovative Professional in Accounting and Finance serving clients in: real estate, business, finance, health, wellness sporting and entertainment industries. Particular emphasis on family businesses, high net worth individuals and their families.
Jeremy Horowitz
Senior Accountant
Joining Goldburd & Co in January 2002, Jeremy is an integral part of our team. As a detail-oriented individual with years of expertise, he provides exceptional client care.
Scott Lefkowitz
Senior Accountant
Growing up in California, Scott began his career in California after graduating from California State University at Fresno with a B.S. in Accountancy and obtaining his CPA license.
Scott has over twenty years of CPA firm work experience providing tax and accounting services, with expertise in tax planning and compliance to high-net-worth individuals and their families. He also works with estates and trusts, partnerships,
s-corporations, non-profits, and foundations.
Shmuel Goldschmidt
Senior Accountant
Shmuel is a Certified Public Accountant in the State of New York who has been practicing accounting since 2007. Graduating with a Masters’ Degree in Accounting from Seton Hall University he has expertise in accounting, tax and audit. His experience spans many industries in both the for-profit and nonprofit sectors. Joining Goldburd & Co in 2019, Shmuel values performing tasks in a thorough and precise manner in order to deliver a high-quality service. He communicates well with each client to understand their individual accounting needs.
Robert Glotzer
Accountant
Robert has over twenty five years of diverse experience providing tax and accounting services with an expertise in tax planning and compliance to ultra high net worth individuals and their families. He also works with partnerships, s-corporations, and foundations.
Robert has previously worked in public accounting, single and multi-family offices, and a SEC registered broker/dealer.
Robert has his Bachelor of Business Administration in Accounting from Pace University.
Christina Gonzalez
Tax Admin
I’ve been working in the accounting field since 2007. I’ve worked for large and small firms with concentrations in collections, accounts payable and tax preparation. I’m a mother of two girls and a very proud grandmother.