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I’m the industry technical leader for the investment fund and broker dealer practices. I specialize in assurance services for both publicly and privately held companies in regulatory environments, including registered investment advisors, investment managers, private equity and venture capital investment funds, broker dealers, and service companies. I’m also a technical specialist in the firm’s SEC practice where I provide consultations to SEC registrants regarding their periodic reporting requirements, including reports on Form 10-K, Form 10-Q, and other interim filings such as Form 8-K.
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One of my dreams is to play in a traditional Irish fiddle session while visiting Ireland with my family. I was married in Dingle, Ireland, and recently took up violin lessons, so I’m on my way.

Additional Thoughts

Broker dealers: Preparing for revenue recognition
Michelle Donehoo
Whitepaper March 1, 2018 5 minute read
Revenue recognition resource guide for investment funds
Michelle Donehoo
Whitepaper March 1, 2018 5 minute read
Turning passion into profit
Ted Morgan
Article January 21, 2019 1 min read
Why investment firms are so susceptible to cyberattacks - And 3 ways to prevent them
Karla Whittenburg
Article January 17, 2019 2 min read