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.
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 commodity funds. In addition, Marcy specializes in audits of collective investment trusts (CITs) and the unique issues associated with these funds.
In addition, Marcy has an active role in the promotion of the firm through its thought leadership and marketing content. This includes providing strategic direction regarding client outreach and reporting on issues of audit quality and relevant industry trends, to ensure the information provided to registered funds and alternative investment clients is pertinent and impactful. Marcy’s clients – both investment advisers and board members alike - benefit from the unique perspective and additional depth that come from her activities in this area.
- Cohen & Company Board Member, lead on the firm's annual investment industry client conference
- Actively involved in firm business development, marketing and recruiting initiatives
- Xavier University Accounting Advisory Board
- Wisconsin Institute of CPAs
- American Institute of CPAs
- Ice Age Trail Alliance (Volunteer and Former President)
- Frequent presenter and trainer for internal and external audiences
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.