Osaic's ex-CFO Kristy Britt joins PE-backed accounting firm Wipfli

Former Osaic chief financial officer Kristy Britt has taken on a new role as CFO of Milwaukee-based accounting firm Wipfli.  

News broke two weeks ago that Britt was departing Osaic after having been CFO of the broker-dealer giant since 2024 following her previous stint as head of finance at Thomson Reuters. Among Osaic’s biggest M&A moves under Britt’s tenure was its June 2025 acquisition of CW Advisors, a Boston-based RIA that managed more than $13 billion in assets. 

"Kristy brings deep financial expertise, a strategic mindset and a proven ability to guide organizations through transformation and growth," Kurt Gresens, CEO of Wipfli, said in a statement. "Her leadership experience and commitment to developing high-performing teams will be valuable as we continue to invest in our people, our clients and the future of our firm." 

Wipfli provides tax, accounting, and business advisory services structured across its two practices — its licensed CPA firm Wipfli LLP and Wipfli Advisory LLC. In August 2025, private equity firm New Mountain Capital made a minority investment in Wipfli, which in its investment announcement said it had grown to $600 million in annual revenue after having completed 34 acquisitions over the past decade. New Mountain Capital’s investment valued Wipfli at over $1 billion, according to the Wall Street Journal. 

“I'm thrilled to have joined Wipfli,” Britt wrote this week in a post on LinkedIn. “Grateful to the warm welcome and excited to be part of a firm with such strong momentum and ambition. Looking forward to the road ahead and all that we will build together!” 

Wipfli was founded in 1930 by Clarence J. Wipfli. Today it serves more than 54,000 clients and has over 3,000 employees globally with 48 offices across the U.S., India, and Philippines. Wipfli’s high-profile clients include its partnerships with two NFL teams, the Green Bay Packers and Philadelphia Eagles, to provide audit services to both franchises. 

Britt’s appointment at Wipfli follows another C-suite hire last month when John Rosenbaum was named chief technology officer of the firm. In January, former Hightower M&A executive Steve Rudnik joined Wipfli as head of corporate development to lead Wipfli’s M&A strategy. 

Wipfli Financial Advisors, the former $5 billion RIA unit of Wipfli, was sold in 2022 to Peter Mallouk’s mega-RIA Creative Planning. Wipfli’s current private equity backer, New Mountain Capital, maintains a minority investment in HB Wealth, the Atlanta-based RIA formerly known as Homrich Berg that manages around $32 billion in assets.