Jim Lelko

Jim Lelko, CPA, MST Director, Tax

One of Jim’s talents is his ability to translate complexities of the tax world into meaningful information that can help investment industry companies evaluate their tax risk. He is focused on helping clients gather and interpret everything they need to make better-informed business decisions.

Location: Chicago Email: jlelko@cohencpa.com Phone: 312.277.7216

Credentials & Education

  • Certified Public Accountant (Illinois, Massachusetts)
  • Master’s of Science in Taxation, Northeastern University – Boston, Massachusetts
  • B.B.A. in business administration, Cleveland State University, Cleveland, Ohio

With 30 years of asset management industry experience, including experience at a top national accounting firm, Jim’s diverse background includes working with domestic and international financial services companies, hedge fund managers, private equity companies, venture capital firms, broker-dealers, proprietary traders, mezzanine debt managers and regulated investment companies. He also consults with clients on partnership allocation issues, taxation of financial instruments and tax issues concerning investment advisors.
 

  • American Institute of CPAs
  • Illinois CPA Society
 
Jim and his wife, along with their three children, reside in Naperville, Illinois. Jim’s hobbies include traveling the country and hunting and fishing.