Marcy Kempf

Marcy Kempf, CPA Partner, Audit

Marcy’s goal is to always leave clients in a better position than when they first came to her. Her service approach includes not only providing sound technical advice, but also using her expansive network to connect clients to other industry leaders whenever possible.

Location: Milwaukee Email: mkempf@cohencpa.com Phone: 414.203.6328

Credentials & Education

  • Certified Public Accountant (Ohio and Wisconsin)
  • B.S.B.A. in accounting and entrepreneurial studies, summa cum laude, Xavier University

Marcy provides audit and consulting services to a variety of entities in the investment industry, including mutual funds, exchange traded funds (ETFs), and hedge funds and has experience with some of the largest fund-servicing companies nationwide. She works with a mix of equity, fixed income, international, fund-of-funds, closed-end funds and private fund complexes. Experienced in the issues facing newly organized funds and funds with valuation challenges, she also has expertise in complex investments and derivatives, illiquid and hard-to-value securities, short sales, affiliated issuers, international securities and controlled foreign corporations (CFCs). In addition, Marcy specializes in audits of collective investment trusts (CITs) and the unique issues associated with these funds. 

 

  • Team lead for the firm’s Milwaukee office; lead on the Investment Industry Services Division annual client conference; actively involved in firm business development, marketing and recruiting initiatives
  • Frequent presenter and trainer for internal and external audiences
  • Wisconsin Mutual Fund Group (Planning Committee Member)
  • Wisconsin Society of CPAs
  • American Institute of CPAs
  • Ice Age Trail Alliance (Volunteer and Former President)
 
Marcy enjoys reading, biking and spending time “up north” enjoying the great outdoors of Northern Wisconsin. She, her husband and their two children live in Delafield, Wisconsin.