Chris Bellamy

Chris Bellamy, CPA, CGMA National Managing Partner, Registered Funds

Part of Chris’ value to the firm and to clients is his ability to see the bigger picture and make key connections to drive success and opportunity. From staff development and mentoring within the firm to helping clients forge a strategic path for their success, Chris’ knowledge and experience in the industry and willingness to help others has made him the leader he is today.

Location: Cleveland Email: cbellamy@cohencpa.com Phone: 216.649.1701

Credentials & Education

  • Certified Public Accountant (Ohio and Wisconsin)
  • Chartered Global Management Accountant (CGMA)
  • B.A. in business administration, Ohio University

As national managing partner of the firm’s registered funds services, Chris is responsible for strategic direction, growth and development related to work with SEC registered mutual funds; exchange traded funds (ETFs) and closed-end funds; and OCC of state registered collective investment trusts (CITs).

With more than 20 years of experience in the investment industry and vast knowledge of its key stakeholders, Chris also works with some of the firm’s largest clients. As audit partner on a variety of investment company engagements, he works closely with mutual funds, hedge funds, CIT funds and ETFs, offering a diverse mix of equity, fixed income, international, liquid alternative funds and fund-of-funds. These funds contain a range of complex investments and derivatives. Chris also provides advice and guidance on the development of new fund structures and product development.

 

  • Leads the firm's recruiting initiatives
  • Community Foundation of Lorain County (Director; Investment Committee Chair)
  • Ohio University Finance Advisory Council
  • Cleveland Professional 20/30 Club (Founding Board Member)
  • Crain’s Cleveland Business 40 Under 40 award (2016)
  • Ohio Society of CPAs
  • American Institute of CPAs
  • Ohio University Finance Department Alumni of the Year (2018)
  • Crain’s Cleveland Business 40 under 40 (2016)
  • Ohio University School of Accountancy Young Alumnus Award (2004)

 

Chris lives in Avon Lake, Ohio, with his wife and three children and is an avid golfer and Cleveland sports fan.