Clients appreciate working with Carly because of her easygoing and approachable nature. Dedicated and enthusiastic, she pays close attention to detail and collaborates with clients to provide an exceptional experience.
Carly began her career at Cohen & Company in 2015 and has focused exclusively on investment companies. She specializes in audits of open-end and closed-end mutual funds and exchange-traded funds. Specifically, Carly’s background includes funds with a variety of investment strategies, including but not limited to equity, fixed income, private entities, complex derivatives and controlled foreign corporation audits.
- Involved in recruiting, communications efforts, scheduling and staff development for the firm’s Assurance Practice
- Wisconsin Institute of CPAs
- American Institute of CPAs
Carly lives in Whitefish Bay, Wisconsin, with her husband, son and two dogs. Outside of work, Carly enjoys DIY projects, sprucing up her backyard, and weekend getaways with family and friends.