Mark encourages collaboration with clients to help provide an efficient and effective audit, while simultaneously building a relationship that goes beyond the engagement. Always up for a challenge, he works tirelessly to find new ways to solve the challenges clients bring him on a daily basis.
Since joining the firm in 2013, Mark has focused his career entirely in the investment industry, including mutual funds, hedge funds, exchange-traded funds, closed-end funds and investment advisers. He is experienced in working on funds that invest in a broad swath of the investable universe, ranging from equities to debt to derivative securities, and that range from start-up equity funds to fund families with significant alternative investments. Mark works closely with the client’s engagement team and relevant outside service providers in the preparation of the audit workpapers and tax returns, financial statement review, oversight of audit planning and risk assessment, and board reporting.
- Involved in recruiting and the internship program for the firm’s Assurance Practice
- Ohio Society of CPAs
- American Institute of CPAs
Mark lives in Lakewood, Ohio. He enjoys playing basketball, traveling, learning guitar and following Cleveland sports.