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Jeffrey Westphal
Corporate Officer/Principal at
Institute for Professionals in Taxation
Net worth: 17 M $ as of 2026-06-29
Profile
Jeffrey R. Westphal is on the board of Vertex, Inc. (former Chairman) and Member of The Conference Board, Inc., Member of World Presidents' Organization and Member of Institute for Professionals in Taxation. He previously held the position of Chairman for Open Connections, Inc. Jeffrey R. Westphal received an undergraduate degree from the University of Richmond.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
VERTEX, INC. 1.49% | 2026-04-14 | 1,513,927 ( 1.49% ) | 17 M $ | 2026-06-29 |
VERTEX, INC. CLASS A 0.01% | 2026-04-14 | 7,895 ( 0.01% ) | 90 635 $ | 2026-06-29 |
Jeffrey Westphal active positions
| Companies | Position | Start |
|---|---|---|
Institute for Professionals in Taxation
 Institute for Professionals in Taxation Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education services | Corporate Officer/Principal | - |
World Presidents' Organization | Corporate Officer/Principal | - |
The Conference Board, Inc.
 The Conference Board, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Corporate Officer/Principal | - |
Former positions of Jeffrey Westphal
| Companies | Position | End |
|---|---|---|
Open Connections, Inc.
 Open Connections, Inc. Movies/EntertainmentConsumer Services Open Connections, Inc. is an educational organization and intentional learning community serving youth ages 4 to 18 and their families. The private company is based in Newtown Square. It emphasizes a self-directed, process-conscious approach to education that nurtures curiosity and fosters connections to self, others, and learning. The organization collaborates with families through a partnership education model to provide exposure, experiences, and community, aiming to develop communicators with creative and critical thinking skills. Programs run from September to June and include age-specific groups such as the Open Program (ages 4–10), Group Programs (ages 7–18), and Explorations Programs (ages 9–18), focusing on exploration, play, and personalized learning. Staff and facilitators are trained in the Open Connections philosophy, with lead facilitators guiding each program and supporting families. Open Connections also operates Camp OC, a summer camp offering natural learning experiences and outdoor activities for youth aged 5 to 14 during two sessions in June. The organization maintains communication through newsletters, a magazine, and social media, and offers financial aid based on need. | Chairman | - |
| VERTEX, INC. | Chief Executive Officer | 2016-10-31 |
Training of Jeffrey Westphal
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
91
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Vertex, Inc.
 Vertex, Inc. Packaged SoftwareTechnology Services Provides tax compliance software solutions | Technology Services |
University of Richmond
 University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Conference Board, Inc.
The Conference Board, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services | Commercial Services |
World Presidents' Organization | |
Institute for Professionals in Taxation
Institute for Professionals in Taxation Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education services | Commercial Services |
Open Connections, Inc.
Open Connections, Inc. Movies/EntertainmentConsumer Services Open Connections, Inc. is an educational organization and intentional learning community serving youth ages 4 to 18 and their families. The private company is based in Newtown Square. It emphasizes a self-directed, process-conscious approach to education that nurtures curiosity and fosters connections to self, others, and learning. The organization collaborates with families through a partnership education model to provide exposure, experiences, and community, aiming to develop communicators with creative and critical thinking skills. Programs run from September to June and include age-specific groups such as the Open Program (ages 4–10), Group Programs (ages 7–18), and Explorations Programs (ages 9–18), focusing on exploration, play, and personalized learning. Staff and facilitators are trained in the Open Connections philosophy, with lead facilitators guiding each program and supporting families. Open Connections also operates Camp OC, a summer camp offering natural learning experiences and outdoor activities for youth aged 5 to 14 during two sessions in June. The organization maintains communication through newsletters, a magazine, and social media, and offers financial aid based on need. | Consumer Services |
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