Frank Barrie

Frank Barrie, CPA, MSPA Manager, Assurance

Frank is committed to providing excellent service to investment industry companies and their business partners. He leads audit engagements with a perceptive style that both clients and colleagues can appreciate.

Location: Milwaukee Email: Phone: 414.203.2841

Credentials & Education

  • Certified Public Accountant (Wisconsin)
  • M.S. in management-professional accounting, University of Wisconsin-Milwaukee
  • B.B.A. in accounting, University of Wisconsin-Milwaukee

Frank’s career in public accounting was preceded by six years in banking, the majority of which was spent in mutual fund administration and compliance. He leverages his prior experience to offer perspective from both sides of the table during engagements. Frank provides assurance services to investment advisers and their service providers for exchange-traded funds, mutual funds, closed-end funds, collective investment trusts and multiple series trusts.

  • Actively involved in technical and business development for the firm’s Assurance Practice
  • Wisconsin Institute of CPAs
  • American Institute of CPAs
  • St. John’s Lutheran-Glendale (Former Treasurer/Council Member)
Frank lives in Cedarburg, Wisconsin, with his wife and three children. Outside of work, he enjoys spending quality time with his family. Trips to the beach or the snowy slopes and live music are his family’s favorite activities.