Strategic Growth at RRBB Continues with New Partner and Managing Member Cathy Davis

RRBB ADVISORS, LLC | ROSENBERG RICH BAKER BERMAN, P.A.         

265 Davidson Avenue, Suite 210 ● Somerset, NJ 08873-4120 ● PHONE  908-231-1000 ● FAX  908-231-6894

CONTACT: Jacqueline Engelsman

Director of Marketing and Business Development

(908) 696-7453

jengelsman@rrbb.com

FOR IMMEDIATE RELEASE

Strategic Growth at RRBB Continues with New Partner and Managing Member Cathy Davis 

August 1, 2025 (Somerset, NJ) - RRBB is pleased to welcome Cathy Davis, CPA, as a Managing Member at RRBB Advisors, LLC, and Partner at Rosenberg Rich Baker Berman, P.A. She joins the firm's growing Tax Department.

“Cathy brings a level of experience, thoughtfulness, and care that fits seamlessly with our culture,” said Dave Roth, CPA, Managing Member and CEO of RRBB Advisors, LLC. “Her approach to estate and succession planning, closely held businesses, and high-net-worth family groups reflects the caliber of service we’re proud to offer. We are thrilled to have her on board.”

About Cathy Davis

Cathy Davis brings over 25 years of experience in tax planning, compliance, and advisory services. She focuses on pass-through entities, high-net-worth individuals, and family trusts. With a strategic approach, Cathy helps clients navigate evolving tax laws, minimize exposure, and design or refine entity structures to support their financial and operational goals.

Her industry background encompasses hospitality, construction, real estate, trucking, warehousing, and professional services. Cathy is known for her clear communication and commitment to long-term relationships. She often partners with financial advisors, estate attorneys, and other professionals to build integrated “dream teams” for each client’s unique planning needs. Cathy holds a Bachelor of Science in Accounting and Finance from Rider University. A resident of Warren, she is also an active member of the NJCPA and AICPA.

“What drew me to RRBB was the people and the culture,” said Cathy. “The firm is values-based, client-focused, and collaborative—everything I value most in a professional environment. I’m grateful to continue providing the thoughtful, personalized guidance my clients know and expect.”

Growing with experience and care

Cathy’s arrival supports RRBB’s continued growth in tax planning and family wealth management advisory services. As more clients seek integrated support for succession planning and multigenerational tax strategy, RRBB remains committed to expanding its team with professionals who understand those unique needs.

Cathy is also passionate about mentorship, professional development, and fostering a culture where people feel supported and empowered to grow. In addition to her client work, she serves as Chair of the RRBB Women’s Forum.

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RRBB provides its clients with a wide range of accounting, advisory, and consulting services. With offices in New Jersey and New York, RRBB offers big firm capabilities with boutique firm attention. For more information, visit www.rrbb.com.

“RRBB,” an independent member of the Crete Professionals Alliance, is the brand name under which Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (including subsidiary entities) provide professional services. Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Rosenberg Rich Baker Berman, P.A. is a licensed independent CPA firm that provides attest services to its clients, and RRBB Advisors, LLC (and its subsidiary entities) provide tax and business consulting services to their clients. RRBB Advisors, LLC (including subsidiary entities) and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the RRBB brand are independently owned and are not liable for the services provided by any other entity providing the services under the RRBB brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC.