Randy Joy Epstein
Randy Joy Epstein is a strategic CFO/COO of a New York City based Single Family Office and recognized as an expert in building and scaling high-performance SFOs. With over twenty years of experience advising entrepreneurs, investors, and their operating companies, she is known for leveraging the latest technologies to deliver operational growth and financial value.
A CPA and Wharton graduate, Randy’s gift is her ability to create transformative solutions that not only secure but also grow financial assets, legacy companies, and the family’s physical assets. Her focus is always on accelerating cash flow, liquidity, and growth through multi-generational strategies and succession planning. She has guided many organizations through critical inflection points by aligning stakeholders, modernizing systems, and streamlining operations.
Her work spans bleeding-edge tech sectors including generative AI, quantum, robotics, proptech and space technology. As Chairwoman of the Board, Randy co-produced three TEDxTimesSquare events at both NASDAQ and the New York Times Center. Previously, she served as Co-Chair of the Wharton Single Family Office Alumni Group in New York. Her insights have been featured in Forbes, Inc., and Entrepreneur.
Randy began her career at PwC in audit and tax, serving clients including the Rothschild Family Office and New York’s first tech IPO, and is a recipient of the Muriel F. Siebert Investment Leadership Award. She is passionate about teaching the next generation and pushing boundaries towards what’s next.
Testimonials
"Randy worked with us and helped define our strategic goals and objectives down to one page to deliver those goals to our 1,300 employee group who are now on board with the senior management and everyone is enthused and working to achieve our strategic goals and objectives."
- Richard Motta, President & CEO, Volunteers of America - NY
"Randy Joy truly lives up to her name! She is a Joy to work with. Her keen mind, perceptive understanding and knowledge of sound business principles, combined with a creative perspective, brings a unique blend of skills and experience to help you grow your business faster than you imagine! I whole-heartily recommend her to any entrepreneur who is looking to grow FAST!"
-Sam Liebowitz, CEO, AstroWorks Inc
"In over 50 years our business has not seen more growth than working with Randy Joy & Co (RJC) for the past year. Within 10 weeks RJC aligned the owners and management team...taking us through the strategic and succession planning process. I would highly recommend Randy Joy & Co for your business."
- Jim Wacht, President, Lee & Associates, NYC