About
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Careers
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Contact
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Services Industries Knowledge Center People

About Our Services

We offer tailored solutions — whether private company or owner; public or private fund, adviser or fund service provider; or Fortune 1000 enterprise. Learn how we can help you.

Learn More

Assurance Services

Employee Benefit Plan Audits Internal Controls Investment Company Audits Private Company Audits SOC Readiness & Compliance

Tax Services

Federal Tax Planning & Compliance High Net Worth & Wealth Transfer International Filings & Structuring Investment Company Tax State & Local Tax Tax Credits & Incentives Transaction Tax Planning

Advisory Services

Business Valuations Data & Insights Digital Finance Solutions IT Strategy & Implementation M&A Advisory Outsourced Accounting Solutions Risk Assurance & Advisory Transaction Services Turnaround & Restructuring

Our Industry Expertise

Our industry experience means you can find professionals who speak your language and bring earned insights to the table. Learn how we can help you.

Learn More

Key Industries

Digital Assets Investment Companies Manufacturing Private Companies Private Equity Real Estate & Construction Technology & Life Science
VIEW THE COMPLETE LIST

Knowledge Center

Our team wants to help your team stay up to date. Browse our thought leadership, events and news for insights and a point of view on business-critical topics.

Learn More

Insights

Browse valuable articles and publications our experts have written to help you and your organization answer key questions — and consider new ones.

Read Our Insights

Events

Join us in person and online for events that address timely topics and key business considerations.

Explore Our Events

News

Find out what is happening at Cohen & Company, from industry recognitions and growth updates, to where we are contributing to important media stories.

Read Our News
People
Foundational Principles In the Community Diversity, Equity & Inclusion Technical Excellence Alumni TIAG Membership
Why Cohen & Company Our Culture Total Rewards & Benefits Intern & Entry Level Opportunities Experienced Opportunities
Akron, OH Baltimore, MD Chicago, IL Cleveland, OH Detroit, MI Milwaukee, WI New York, NY Philadelphia, PA Pittsburgh, PA St. Clair Shores, MI Youngstown, OH
Client Portal
Back to People

Jeff Haneline, CPA

Partner, Assurance

Contact Information

Milwaukee, WI
jhaneline@cohencpa.com
414.203.6327
  • Alternative Investment Funds
  • Assurance Services
  • Exchange-Traded Funds
  • Investment Company Audits
  • Mutual Funds

Jeff’s easygoing and approachable personality helps him develop and maintain strong relationships and a real rapport with clients. Additionally, clients appreciate the unique background he brings to each engagement, often giving them more than they expect.

Jeff has over 20 years of experience focusing exclusively on the investment company industry, including a former role in fund administration for a third-party service provider and experience working with large institutions. Jeff’s collective background and view from “both sides of the fence” enable him to bring a unique perspective while providing audit and consulting services to open and closed end mutual funds, exchange-traded funds, hedge funds and related service providers. In addition, Jeff’s client base is concentrated in both our Exchange-Traded Fund and Interval Fund Groups, and he is active in those industries from a networking and thought leadership perspective. Jeff is also involved in many technical and audit approach design and implementation initiatives affecting our Registered Fund and Alternative Investment Groups.

  • Active in the firm’s technical development, staff development, recruiting and communication efforts; leads engagement performance for the Registered Funds Group, overseeing the development of and adherence to policies and procedures related to audit engagements
  • Frequent presenter and trainer for internal and external audiences
  • 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 live music, cooking or golfing. Jeff, his wife and their son live in Milwaukee, Wisconsin.

Credentials & Education

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

Thought Leadership

June 28, 2021

The Fund Consolidation Trend: What Your Fund Should Be Thinking About

Read More
Subscribe to our newsletter
About Contact Submit RFP Privacy Policy
LinkedIn Twitter Facebook
© 2023 Cohen & Company