Jay enjoys collaborating with clients to help provide an efficient and effective audit. His goal is to always provide an exceptional experience, while establishing a long-lasting relationship in the process.
Jay specializes in providing audit services to entities in the financial services and investment industry, including mutual funds, exchange-traded funds, hedge funds, collective investment trusts and closed-end funds. He works with a variety of equity, fixed income, international and alternative mutual funds, and derivatives. His experience includes working with several different service providers. The clients he services range from newly seeded start-up funds to well-established fund families and multiple series trusts.
- Actively involved in staff development, mentoring and recruiting for the firm’s Assurance Practice
- Ohio Society of CPAs
- American Institute of CPAs
Jay lives in Brook Park, Ohio, with his wife. When he’s not with his family, you can find Jay at sporting events around Cleveland or on the golf course.