Jake Vogel

Jake Vogel, CPA Manager, Audit

Jake knows what clients want, and, perhaps even more importantly, what they need. That includes being there when they need him and delivering on his promises. Clients trust Jake and the strong relationships he forms, which allows them to focus on their business and make informed decisions efficiently.

Location: Cleveland Email: jvogel@cohencpa.com Phone: 216.649.5715

Credentials & Education

  • Certified Public Accountant (Ohio)
  • B.S.B.A. in accounting and finance, The Ohio State University

Jake has a range of audit experience, including the audit of mutual funds, Exchange Traded Funds (ETFs) and money market funds. Jake’s experience also includes surprise custody examinations for investment advisors in compliance with Rule 206(4)-2 of the 1940 Act, examinations of securities in accordance with Rule 17f-2 of the 1940 Act, and SOC I and Rule 17Ad-13 engagements.

 

  • Involved in internal training and business development for the firm
  • Ohio Society of CPAs
  • American Institute of CPAs

 

Jake enjoys traveling, reading, craft beer and all things Cincinnati!