Jeff Haneline

Jeff Haneline, CPA Partner, Audit

Jeff uses his unique background to give clients more than they are often expecting. Having spent several years in a fund administration role, Jeff has insight into the nuances and intra-workings of a large administrator. Seeing the issues from both sides of the fence is an invaluable quality to bring to the client relationship.

Location: Milwaukee Email: Phone: 414.203.6327

Credentials & Education

  • Certified Public Accountant (Wisconsin)
  • B.A. in business administration, Ohio University

Focusing on developing and maintaining strong relationships with the clients he serves, Jeff primarily works with a variety of advisors and service providers of ETFs, open-end mutual funds, closed-end interval funds, MLP funds and hedge funds ranging from emerging managers to multi-billion dollar entities.

  • Cohen & Company technical development team
  • Actively involved in staff development, recruiting and communication for the Investment Industry Services Division
  • Frequent presenter and trainer for internal and external audiences
  • Wisconsin Mutual Fund Group
  • Wisconsin Institute of CPAs
  • American Institute of CPAs
Calling Jeff an avid cyclist doesn’t begin to express his commitment to his favorite hobby. Jeff has traveled from Berlin to Copenhagen and Milwaukee to Minneapolis on his trusted bicycle! When he isn’t on his bike, you can find him enjoying some live music, cooking or woodworking. Jeff and his wife live in Milwaukee, Wisconsin.