Jeff supports the firm’s financial services and capital markets practice with over 30 years of experience as a former audit partner at RSM US LLP. While at RSM, he served as the auditor and advisor to domestic and offshore hedge funds, private equity groups, family offices and investment advisory firms. Jeff has worked with funds that trade in a variety of different financial instruments including swaps, options and other derivative contracts. His clients ranged from startups to multi-strategy funds with over $1 billion in net assets.
Jeff also served as the audit partner for numerous broker-dealers including clearing firms, proprietary trading firms and investment banks. His clients included US broker-dealer subsidiaries of foreign firms doing business in the United States.
He also served as the subject matter expert (SME) on several large not-for-profit organizations and higher-education clients responsible for the audit of the investment portfolio including their alternative investments.
Jeff specializes in the asset management industry and worked closely with clients on various financial and regulatory compliance matters and has assisted numerous investment partnerships, including many start-up businesses, in structuring agreements and advising them on the accounting and valuation issues that may affect them. He has also worked with funds on projects such as reviewing internal controls and performing agreed-upon procedures.
Jeff is a CPA and received a bachelor’s degree from Hofstra University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants.