Sergio de la Fe, Jr.

Partner at RSM US LLP

Sergio de la Fe, Jr.

Sergio de la Fe, Jr.

Partner at RSM US LLP

Biography

Sergio serves as RSM’s national enterprise accounts leader and national industry leader for the industrials industry. Sergio is the immediate past chair of the board of directors of RSM US LLP.

As the national enterprise accounts leader, Sergio ensures that RSM delivers a premium client experience that fulfills the firm’s brand promise of the power of being understood. In his role as the national industry leader for industrials, Sergio is responsible for all aspects of RSM’s industrials business across all service lines, focused on RSM’s clients and people.

During his tenure as board chair, Sergio was responsible for ultimate oversight and governance of RSM US LLP. He focused on RSM’s strategy to be the first choice advisor to middle market leaders globally and to ensure that the firm’s culture is aligned with its core values of respect, integrity, teamwork, excellence and stewardship. He also prioritized innovation, technology, and the firm’s culture, diversity and inclusion initiatives.

Throughout his career, Sergio has served a number of Fortune 500 and middle market companies globally in a variety of sectors, including industrials, consumer products, and financial services. He holds a seat on the National Association of Manufacturers’ 2020 – 2021 Board of Directors with a focus on enhancing and amplifying the voice of middle market manufacturers.

Sergio was a founding member of RSM US LLP’s national Employee Network Executive Council, where he oversaw the firm’s diversity initiatives and employee networks. He is also the national founder of ¡HOLA!, an RSM employee network group that provides leadership and advancement support to RSM’s Hispanic and Latino professionals. Sergio was awarded the 2019 ALPFA Executive of the Year award by the Association of Latino Professionals For America, an award he is most proud of. ALPFA’s Executive of the Year award is presented annually to a senior leader who is career-oriented, a strong supporter within a corporate sponsor firm, who has promoted diversity within corporate America, and who has a strong personal interest in ALPFA’s mission.

Sergio holds a Bachelor of Accounting degree from Florida International University as well as a graduate certificate from the Wharton School of Business.

Professional affiliations

* Member, Florida Institute of Certified Public Accountants
* Member, American Institute of Certified Public Accountants
* Certified Information Technology Professional
* Certified Global Management Accountant (CGMA)
* Institute of Internal Auditors

Education

* Bachelor of Arts in accounting, Florida International University
* Bilingual in English and Spanish

Overview
RelSci Relationships

2917

Number of Boards

3

Number of Awards

4

Relationships
RelSci Relationships are individuals Sergio de la Fe, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at RSM US Wealth Management LLC

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Office Managing Partner, Philadelphia at RSM US LLP

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Chief Operating Officer at RSM US LLP

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Chief Risk Officer at RSM US LLP

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Chief Financial Officer at RSM US LLP

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Office Managing Partner-Illinois at RSM US LLP

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Office Managing Partner, San Francisco at RSM US LLP

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Market Managing Partner, New York at RSM US LLP

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Office Managing Partner, Dallas at RSM US LLP

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Office Managing Partner-Illinois at RSM US LLP

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Sergio de la Fe, Jr.
Partner at RSM US LLP
Education
Bachelor of Arts in Accounting

Florida International University is a vibrant, student-centered public research university, ideally located in Miami, that is worlds ahead in its commitment to learning, research, entrepreneurship, innovation, and creativity so that our graduates are prepared to succeed in a global market.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

The Institute of Internal Auditors (IIA) is an international professional association with global headquarters in Altamonte Springs, Florida, USA. The IIA is the internal audit profession's global voice, recognized authority, acknowledged leader, chief advocate, and principal educator. Generally, members work in internal auditing, risk management, governance, internal control, information technology audit, education, and security.

Member
Current

The Florida Institute of Certified Public Accountants serves as the association for all CPAs certified in the state. Founded in 1905, the FICPA has been working to advance the accounting profession in Florida for more than 100 years and now has more than 18,500 members. Continued membership growth and renewal has made the FICPA one of the largest CPA organizations in the United States.

Career History
Partner
Current

RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL.

Partner
Tenure Unconfirmed

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. Their recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. The firm typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM US Wealth Management's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. The firm focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Awards & Honors
2019
Association of Latino Professionals in Finance and Accounting - Executive of the Year
CPA (Certified Public Accountant)
Chartered Global Management Accountant
Other Affiliations

Sergio de la Fe, Jr. is affiliated with RSM US LLP, RSM US Wealth Management LLC

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