Chris Bellamy

Chris Bellamy, CPA, CGMA Co-President, Investment Industry Services

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 co-president of Cohen & Company’s Investment Industry Services Division, Chris is responsible for strategy and development of the public funds practice, including profitability, growth, training and retention, and strategic and tactical initiatives.
 
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, collective investment trust (CIT) funds and exchange traded funds (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.

 

  • Co-President of Cohen & Company’s Investment Industry Services Division; 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 School of Accountancy Young Alumnus Award (2004)
  • Crain’s Cleveland Business 40 under 40 (2016)
  • Ohio University Finance Department Alumni of the Year (2018)

 

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