New York, New York
- Technology and telecommunications
- Retail and consumer products
Joe has more than twenty years of public accounting experience serving financial services companies, including broker dealers, public and private alternative-investment partnerships, cryptocurrency companies and real estate investment trusts.
Joe has both private and public company experience. He specializes in complex investment partnerships, including private equity and hedge funds, mutual funds, business development companies, unit investment trusts, and also has experience working with other public companies and cryptocurrency companies. He has directed and managed the performance of financial statement audits and quarterly reviews.
In addition, Joe is responsible for providing internal staff training on audit methodologies. He has also performed quality control reviews for other Grant Thornton LLP offices. He also serves as an active participate on Grant Thornton's Financial Reform task forces and Grant Thornton's Thought Leadership Committee.
Joe has served clients in an array of industries including hedge funds, private equity firms, fund of funds, registered investment advisors, mutual funds, introducing broker-dealers, unit investment trusts, business development companies, cryptocurrency companies and real estate investment trusts.
Professional qualifications and memberships
- CPA — New York
- New York State Society of Certified Public Accountants (NYSSCPA)
- BS, Accounting, Yeshiva University, Sy Syms School of Business
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