Certified Public Accountant

Responsible for coordinating, managing, and performing audit and other attestation services to domestic and offshore investment partnerships, master-feeder structures, and commodity pools that employ a variety of investment strategies

Financial instrument exposure includes equities, fixed income, digital currencies, both private equity and debt investments, listed and OTC derivative products, and a heavy focus on structured credit and mortgage products

Helps develop best practice initiatives for valuation, implementation of new accounting and audit literature, and other pertinent industry developments

Leads the firm’s "Pricing Desk" and manages a team that helps value all OTC and exchange-traded securities for audit clients

Has instructed many in-house professional development seminars and is a featured speaker at various external industry seminars on topics such as valuation and recent accounting developments

Previously spent 10 years at a major firm servicing alternative investment funds. Also worked at a Big 4 firm for two years and spent five years trading equities and options working as a professional proprietary trader while holding Series 7, 55, 63, and 24 licenses