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Philip Antico
Partner at WithumSmith+Brown
Professional Background
Philip Antico is a highly esteemed Audit Partner at WithumSmith+Brown, based in their New York City office. With over 15 years of comprehensive experience in public accounting, Philip has built a robust career dedicated to providing exceptional audit, accounting, and tax services to a diverse clientele. His expertise spans across various sectors, particularly focusing on the financial services industry, where he serves clients that include both private and public entities such as broker-dealers, SEC registrants, and alternative investment firms.
Philip’s extensive knowledge in the broker-dealer industry encompasses a wide range of businesses, from small introducing firms to large clearing agencies. This experience equips him with the nuanced understanding necessary to address the unique challenges and requirements faced by firms at different scales. His commitment to the industry is further reflected in his active participation as a member of the New York Stockbrokerage Committee, where he frequently shares his insights as a speaker at various broker-dealer industry events organized by the Foundation for Accounting Education.
Over the years, Philip has played a pivotal role in aiding SEC registrants with critical SEC reporting tasks including S-1 filings, and conducting due diligence and carve-out audits. His proficiency not only assists firms in navigating complex regulations but also enables them to effectively execute mergers and acquisitions, assisting in the review and filing of essential proxy statements. His contribution to the IPO process has been significant, with an impressive track record of helping SEC registrants raise tens of billions of dollars.
In his current role, Philip also takes on the essential responsibility of performing quality control and internal inspections of audit engagements ensuring that high standards are consistently met across the board. His analytical acumen and meticulous attention to detail are key attributes that contribute to his success as an audit professional.
Education and Achievements
Philip Antico is a proud alumnus of St. John's University, where he earned both his Bachelor of Science and Master of Science degrees in Accounting from The Peter J. Tobin College of Business. His solid educational foundation in accounting not only equipped him with the technical skills necessary for his career but also instilled a deep understanding of the principles that underpin the financial services sector.
As a certified public accountant licensed in New York, Philip is committed to continuous professional development and staying current on industry trends and regulations. He is an active member of reputable organizations such as the American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA). Within the NYSSCPA framework, he contributes to the Digital Assets Committee and the NYSSCPA Stockbrokerage Committee, engaging with peers on the evolving landscape of digital finance and brokerage practices.
Noteworthy is Philip’s role as a co-author of the "PPC’s Practice Aids for Audits of Noncarrying Broker-Dealers" from the years 2013 to 2020, a valuable resource published by Thompson Reuters that is utilized by CPA firms across the industry. This significant contribution underscores his expertise and his commitment to shaping best practices in audit processes for noncarrying broker-dealers.
Achievements
Philip Antico's career is marked by several key achievements that highlight his leadership and expertise in the accounting field. As Partner at WithumSmith+Brown, he has consistently demonstrated his ability to guide complex audit and tax matters for a varied portfolio of clients. His longstanding association with both the firm and the brokerage community places him in a unique position to influence financial best practices and contribute to the advancement of accounting standards.
His participation in high-profile engagements, including assisting SEC registrants throughout various processes, is a testament to his capability in handling intricate financial transactions and regulatory compliance matters. The capacity to successfully assist his clients in raising billions during IPO processes signifies a remarkable proficiency and trust instilled in his professional relationships.
Overall, Philip Antico continues to exemplify excellence in the audit landscape, enabling clients to thrive in today's dynamic financial environment through strategic guidance and a dedication to high-quality service.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.