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Experience

I’m a leader in the firm's financial services practice and a member of the family offices services group with a primary focus on alternative investment funds, including private equity, venture capital, real estate, and hedge funds. I also play a leadership role in the firm's restaurant and employee benefit plan practices. I have expertise dealing with sponsors of various alternative investment funds, investment advisors, and broker dealers.

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I have the same birthday as Theodore Roosevelt, and I have a framed copy of his quote, "It is not the critic who counts" hanging in my office.

Additional Thoughts

CECL: Full application of the WARM method
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Webinar April 17, 2019 60 minute watch
AICPA releases new guidelines for SOC 2 reports: What you need to know
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