Assurance partner with 30 years of experience, industry knowledge, technical proficiency and strong collaborative expertise to add knowledge, value and executive leadership to audit engagements of public and private clients in the financial services industry including, Business Development Companies (BDCs), Real Estate Investment Trusts (REITs), hedge funds, venture capital & private equity funds and broker-dealers.
Proven success and track record in building, developing, growing and sustaining client relationships.
New York Office Practice Leader for BDCs and SEC Designated Audit Partner.
Technical proficiency in financial statement audits of financial services companies, including experience with:
- multinational companies
- initial public offerings (IPOs)
- mergers and acquisitions
- due diligence to financial and strategic buyers
- debt and equity offerings
- SEC regulatory reporting (the 1940 Act, the 1933 Act and 1934 Act)
Prior to joining Grant Thornton, a partner in the financial services practice of a Big Four accounting firm based in New York and San Francisco, and served as a financial services liaison to the Northern California Mergers and Acquisitions Group.
- Asset management
- Private equity
- Real estate and construction
Professional qualifications and memberships
Licensed CPA in New York, New Jersey and Connecticut, California (Inactive)
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
Securities Industry and Financial Markets Association (SIFMA)
Presentations and publications
Does your BDC meet the JOBS Act criteria for IPO cost savings?
Member of the Pace University Accounting Advisory Board
Columbia Business School
MBA, Management of Organizations & Finance
Pace University - Lubin School of Business
BBA, Public Accounting
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