Marc Wolf serves as the leader of the Financial Services South/West industry practice. As an accounting and assurance director, he has more than 41 years of diverse experience in audit, tax, and consulting services specializing in hedge funds, fund of funds, private equity funds, venture capital funds, real estate funds, private REITs, regulated investment companies (RICS), registered investment advisors, and broker-dealers.
Marc Wolf
Director, Financial Services Industry Leader, South/West – CohnReznick Advisory LLC
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Marc+Wolf [email protected]Experience and credentials
Certified Public Accountant
Experience includes advising companies on organizational structures, supervision of audits, and ongoing consultation with management regarding various operational, transactional, and tax matters
Advises companies on various regulatory issues impacting the industry
Regularly lectures on a wide variety of topics at securities industry and family office conferences such as SALT, MAR, OPAL, IMN, GAIM, Alternative Asset Summit, Institute for International Research, and the Lido Family Office Wealth Conference
Prior experience includes serving as an alternative investments market leader for a Big 4 firm’s Pacific Southwest region. He also worked for another major firm as an office managing partner, member of the firm’s executive committee, and leader of its Western region alternative practice
Recipient of the CSUN Fabulous 50 Business Alumni Award and was named to the Los Angeles Business Journal's Top 100 Accountants list in 2024
Education
B.S., Accounting – California State University, Northridge
Harvard Business School Executive Education
Professional affiliations
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Securities Industry Committee for Los Angeles chapter – Former Chair
Colorado Society of Certified Public Accountants
New Jersey Society of Certified Public Accountants
New York State Society of Certified Public Accountants
CalALTs – Board Member and Former Chair
Help for Children, Los Angeles Chapter – Co-Chair
We Benefit Children – Member
Beverly Hills Chamber of Commerce – Former President
California State University, Northridge (CSUN) – David Nazarian College of Business and Economics Advisory Board, Member; Department of Accounting and Information Systems Advisory Board, Chair; Entrepreneurship Advisory Committee, Chair
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