David DeSteffano

Chairman at VERTEX, INC.

Net worth: 19 M $ as of 2026-07-30

63 year

37 connections

Technology Services

Commercial Services

Consumer Services

Profile

Currently, David DeSteffano holds the position of Chairman, President & Chief Executive Officer of Vertex, Inc. He is also on the board of The Joseph Fund. In his past career Mr. DeSteffano occupied the position of Vice President & Principal at Mid Atlantic Cos. Ltd. He received an undergraduate degree from Lehigh University.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
VERTEX, INC. CLASS A 1.84%	2026-06-09	1,468,727 ( 1.84% )	19 M $	2026-07-30

David DeSteffano active positions

Companies	Position	Start
VERTEX, INC.	Chairman	2020-06-28
The Joseph Fund	Director/Board Member	-

All active positions of David DeSteffano

Former positions of David DeSteffano

Companies	Position	End
Mid Atlantic Cos. Ltd. Mid Atlantic Cos. Ltd. Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services	Corporate Officer/Principal	1998-12-31

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Training of David DeSteffano

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	4
Vertex, Inc. Vertex, Inc. Packaged SoftwareTechnology Services Provides tax compliance software solutions	Technology Services
Mid Atlantic Cos. Ltd. Mid Atlantic Cos. Ltd. Miscellaneous Commercial ServicesCommercial Services Provides financial consulting services	Commercial Services
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Joseph Fund