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Company

Our Leadership

Dedicated to ensuring that happy employees continue to provide proven tax technology that simplifies the complex.

Our board of directors provides corporate governance and oversight to help support the successful execution of Vertex's growth strategies.

Ric Andersen Headshot

Ric Andersen

Board Member

Ric Andersen joined the Vertex Board of Directors in February 2008. He has more than ten years of private equity experience and over 25 years of consulting and management experience at IBM, Price Waterhouse, and PwC Consulting.

Currently he is a partner at Peak Equity, a Philadelphia-based private equity firm focused on lower middle market enterprise software. Prior to joining Peak, Ric was a partner at Milestone Partners, a Philadelphia-based private equity firm, he was also a managing director at Silver Lake Partners, a technology-focused private equity firm based in New York.

During his tenures with Price Waterhouse, PwC Consulting, and IBM, Ric was a senior partner who built and managed enterprise software/ERP businesses, as well as business process outsourcing operations. He spent much of his early career leading large-scale business improvement programs for Fortune 500 companies in the technology sector, as well as other industries.

Ric is currently a director on the Boards of two other privately held companies, G5 and EnterpriseDB. In addition, he serves on the Board of the publicly traded online education corporation, American Public Education Inc., as well as the Board of the Barra Foundation, a large charitable foundation.

A member of the American Institute of Certified Public Accountants, Ric holds an MBA from the Wharton School at the University of Pennsylvania and a BS from Bucknell University.

Terrence Kyle Headshot

Terrence Kyle

Board Member

Terrence Kyle joined the Vertex Board of Directors in June 2004. Terry is currently a partner with WIN Capital, LLC, a private equity group that invests in emerging growth companies from the manufacturing, technology, and service markets.

As Senior Vice President and CFO of Shared Medical Systems (SMS), Terry helped take the company public in 1976 and was responsible for moving the stock from the NASDAQ Stock Market to the New York Stock Exchange in 1997. He also led the team that negotiated the sale of SMS to the Siemens Corporation in July 2000. During his 24-year career at SMS, the company grew from $35 million in revenue and more than 650 employees in the US to $1.2 billion in revenue and more than 7,500 employees spanning 22 countries.

Terry received his B.S. in Accounting from Drexel University and is a Certified Public Accountant. He began his career with Arthur Andersen & Company and is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

Amanda Westphal Radcliffe Headshot

Amanda Westphal Radcliffe

Board Member and Co-Owner, Vertex Inc.

Amanda has served on the Board of Directors for Vertex Inc. since 1993. The company was founded by her father Ray Westphal in 1978, and now is co-owned by she and her siblings Jeff Westphal and Stefanie Westphal Thompson.

Her “lifetime” Vertex tenure has included many operational roles, from technical software instructor and production, to middle market product teams.

Prior to joining Vertex, Amanda owned and successfully transitioned a multi-million-dollar personal care business to a national company. She also enjoyed an accomplished career at a global corporate travel management company, where she was a middle market Managing Director.

Amanda serves on the Nominating and Governance Committee of the Vertex Board and is passionate about excellence in private company corporate governance. Underscoring the company’s strong commitment to the community, she championed a project to implement a diversity program that includes partnering with an organization that specializes in placing talented individuals on the autism spectrum into the company’s workforce. She is also the shareholder steward of the company’s corporate philanthropy program.

She holds a B.A. from Moravian College, attended business school at Drexel University and Executive Education at the Wharton School.

Amanda serves on the Children’s Hospital of Philadelphia Board of Trustees, Foundation Board of Overseers, the St. Joe’s University Kinney Center for Autism, Education and Support Advisory Board. She is Chair of the Drexel University, A.J. Drexel Autism Institute Board, and Chair Emeritus of Breastcancer.org. Amanda is also a member of the Philadelphia Chapter of Women Corporate Directors.

Kevin Robert Headshot

Kevin Robert

Board Member

Kevin Robert joined the Vertex Board of Directors in February 2015. Named one of the “Top 100 Most Influential People” by Accounting Today magazine, Kevin spent more than three decades at Wolters Kluwer Tax & Accounting, the $1.27 billion global division of the $4.6 billion company.

Beginning as an Account Sales Manager in 1981 with CCH Computax, Kevin steadily progressed through leadership positions at CCH Computax and CCH Publishing before being named President and CEO of CCH Tax Compliance in 2001. Following the company’s 1995 acquisition by Wolters Kluwer, Kevin led the Tax & Accounting division’s operations in North America and Asia Pacific before being named Global CEO in 2010. During his tenure, revenue grew 11% and EBITDA increased 66%.

Kevin brings deep experience in developing and marketing leading-edge accounting, tax and audit software and information solutions for accounting and tax professionals around the world. His multi-national experience includes developing business in North America, South America, Europe and the Pacific Rim, identifying global opportunities and negotiating the acquisition of companies.

Kevin holds a B.S. in Marketing from the University of New Orleans and an MBA in Management from Pepperdine University. He also serves on the Board of Epiq Software.

Stefanie Westphal Thompson Headshot

Stefanie Westphal Thompson

Board Member and Co-Owner, Vertex Inc.

Stefanie Westphal Thompson, co-owner of Vertex, joined the company in 1991. She is currently Treasurer and serves on the Vertex Board of Directors. Prior to joining Vertex, Stevie was a vice president at Chemical Bank (now part of Chase), where she specialized in managing the banking relationship for middle market companies, including lending and cash management.

Stevie sat on Bryn Mawr Hospital’s Foundation Board for eight years, serving as Head of their Trustee Committee and as Vice-Chair. She also served on the Board of the Agnes Irwin School in Rosemont, Pennsylvania, for 10 years, heading its Trustees Committee.

Stevie earned an MBA in Finance from Fordham University and has dual Bachelor’s degrees in Engineering and Economics from Lafayette College. She is married with five daughters and enjoys golf, paddle tennis, bridge, travel and is an avid Philly sports fan.

Jeff Westphal Headshot

Jeff Westphal

Chairperson of the Board of Directors and Co-Owner, Vertex Inc.

Jeff Westphal is Chairperson of the Board of Directors and co-owner of Vertex.

In 1988, he joined the company founded by his father, Ray Westphal. During his tenure, he has served as Director of Marketing, Vice President of Sales and Marketing, and later as Executive Vice President. He was promoted to President in 1996 and to Chief Executive Officer in 2001.

Under Jeff's stewardship, Vertex has established consulting and implementation service offerings, established European and Brazilian operations, and expanded to become the global leader in Enterprise Tax Performance solutions. During his tenure, Vertex was also awarded one of the "Top Workplaces" in the Delaware Valley and "The Best Place to Work in Pennsylvania.” Since its start in 1978, Vertex has grown to around 900 professionals at its headquarters in the U.S. (Berwyn, PA) and its global offices in Europe (London), Brazil (São Paulo), Dallas, Fort Collins, Naperville, Phoenix, San Francisco, Sarasota and Seattle.

Jeff is a member of the Institute for Professionals in Taxation (IPT), World Presidents' Organization (WPO), the Conference Board, where he currently serves as Chairman of the Middle Market Executive Council, and is also a frequent speaker to business and community organizations. Jeff served as Chairman of the Board of Open Connections, Inc. (a not-for-profit open educational organization) for 15 years and remains a trustee. In addition, he is Co-founder with his wife, Jenifer, of Kyle's Treehouse, (kylestreehouse.org), a web-based resource for families seeking hope and guidance for the treatment of children diagnosed with Autism Spectrum Disorder.

Vertex Named A Top Workplace

For the fourth year in a row, Philly.com named Vertex a Top Workplace based on employee surveys over a variety of categories.

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