Ken Fu

Ken Fu, CPA Senior Manager, Tax

Ken firmly believes that the premise of excellent client service is to become an extension of the client’s team, delivering seamless support and industry expertise when they need it. It’s not surprising that Ken’s goal is to become an asset to, and integral part of, the client team so he can be well positioned to assist with any tax planning or compliance needs.

Location: New York Email: Phone: 212.981.3983

Credentials & Education

  • Certified Public Accountant (New York)
  • B.S. in accounting with a concentration in finance, State University of New York – Binghamton

Ken primarily provides tax compliance and planning to mutual funds, including preparing and reviewing quarterly asset diversification testing and annual gross income testing for Registered Investment Company (RIC) qualification purposes. He also reviews tax provisions, excise distribution analysis and tax returns, and provides tax compliance services for alternative investments. Ken’s client base ranges from large series trusts with multiple funds to individual funds.

  • Involved in staff training and development for the firm's Tax Practice
  • New York State Society of CPAs
  • American Institute of CPAs
Ken lives in Queens, New York. When not working, he enjoys exploring the city for new places to eat and finding a great cup of coffee at a café, if not brewing one at home. He has a penchant for dry red wines and loves to travel abroad to experience different cultures.