Bryan is friendly and easygoing when it comes to engaging with others, and he is serious about continually challenging himself to provide clients with the highest level of service. Whether it requires strategic thinking or industry insights, Bryan offers a unique perspective when contributing to engagements.
With a penchant for providing clear explanations of complex issues, Bryan has extensive technical experience with a variety of fund structures, including closed-end funds, mutual funds, exchange-traded funds and hedge funds. His experience includes working with hard-to-value investments, complex derivative transactions, controlled foreign corporations, and examinations of securities in accordance with Rule 17f-1 and 17f-2 of the 1940 Act.
- Involved in technical research and business development for the firm’s Assurance Practice
- Ohio Society of CPAs
- American Institute of CPAs
Bryan lives in Strongsville, Ohio, with his wife and sons. Bryan spends his free time with his family, but also enjoys golfing, reading and spending time outdoors.