CEO, TAX & FINANCIAL GROUP
WHY: Leads Newport Beach- based financial services firm. Second generation CEO to run
the firm founded by his father, Dick McCloskey, founded in 1970.
IN THE NEWS: Received Business Journal Family-Owned Business Award in June, in the
Midsize business category.
NOTABLE: Firm has 100 employees at offices throughout Southern California as well as Hawaii, Colorado, Ohio and Texas.
QUOTABLE: “My best attribute is perseverance. Sometimes it’s good and sometimes it hurts you to not walk away from things you should.”
