Jeff has great respect for the clients he works with, including respect for their time. That is why he is always mindful to respond to inquiries as soon as he can. He also respects the knowledge they bring to the table of their business and the investment industry at large. Focused on collaboration and offering straightforward advice, Jeff truly enjoys helping clients resolve even the most complex audit and business issues.
Jeff has extensive audit and alternative investment industry experience. Highly skilled in accounting, research and data analysis, he offers clients best practices and expertise to help them improve their internal controls and processes. He regularly consults on audit and business issues involving valuations. In addition, Jeff is involved with investor representative clients, providing consent to principal transactions as required under Section 206(3) of the Investment Advisers Act of 1940.
- Involved in mentoring and training for the firm's Assurance Practice
- Frequent speaker on relevant audit, assurance and investment industry issues
- Maryland Association of CPAs
- American Institute of CPAs
Jeff resides in Baltimore, Maryland, with his two children and loves to play basketball, football and softball. Combining his love for sports with his love for travel, Jeff hopes to one day travel around the United States and visit as many ballparks as he can along the way.