Winchester, VA – YHB, a nationally recognized leader in accounting and advisory services, is pleased to announce the appointment of Jeremy Shen as its first Chief Strategy Officer (CSO). This strategic move underscores YHB’s unwavering commitment to fostering growth, innovation, and excellence in client service and as an organization.
The role of a Chief Strategy Officer is to align an organization’s long-term vision with actionable strategies, ensuring sustainable growth, adaptability, and competitive strength. As CSO, Shen will lead the development and execution of YHB’s strategic initiatives, identifying market opportunities and enhancing client engagement. His focus on innovation will help expand YHB’s capabilities, creating new opportunities for both clients and team members while keeping the firm ahead of industry advancements.
“The introduction of the CSO role marks a pivotal moment in YHB’s evolution and reflects our commitment to forward-thinking leadership as an organization,” said Tom Milburn, CEO of YHB. “While this role is common in the corporate world, it remains an innovative step in our profession, one that will help us stay ahead of industry changes and enhance the way we serve our clients and communities. Jeremy’s leadership and deep understanding of our industry make him the ideal candidate to guide our strategic direction and ensure we continue delivering exceptional value.”
With nearly a decade of service at YHB, Shen has been instrumental in shaping the firm’s marketing and business development strategies. His innovative approach and commitment to excellence have significantly contributed to YHB’s growth and reputation as an industry leading firm.
“I am honored to step into the role of CSO at YHB, a firm that continues to challenge industry norms and redefine what it means to be a modern advisory firm,” said Jeremy Shen. “For nearly 75 years, YHB has built a legacy of innovation, putting clients first while creating an environment where professionals thrive. I take on this responsibility with deep respect and a commitment to ensuring YHB remains a leader in strategic growth, a trusted partner to our clients, and the destination for top talent. I look forward to working alongside our incredible team to drive initiatives that will shape the future of YHB and deliver lasting impact for our clients, team members, and community.”
This leadership milestone demonstrates YHB’s commitment to staying ahead of industry shifts and continuously elevating the way we serve our communities and team members. The appointment of a Chief Strategy Officer strengthens our ability to execute forward-thinking strategies, foster innovation, and position YHB as a leader in the evolving accounting and advisory landscape.
About YHB: At YHB, we are all about you. That is why we take a holistic approach to assisting clients with growing, managing, and protecting their hard work. We partner with many of the region’s most trailblazing and passionate leaders and organizations. Our team offers comprehensive advisory, assurance, tax, wealth management & risk advisory solutions to clients of all sizes.
