Clients know they can count on Mark to treat each engagement with the utmost respect for accuracy and efficiency. He makes it a priority to proactively communicate and monitor issues throughout the audit process so they can be addressed as early as possible.
Since beginning his career in 2013, Mark has gained accounting, audit and financial reporting experience serving registered and unregistered investment companies. In particular, he focuses on domestic and international equity funds, bond funds, multi-class structures, fund-of-funds and exchange-traded funds (ETFs). Mark also has experience with various financial instruments and derivatives, including options written, shorts and futures.
- Member of the firm’s Advisory Council
- Pennsylvania Institute of CPAs
- American Institute of CPAs
Mark resides in Horsham, Pennsylvania, with his dog. He is the Philadelphia office’s resident movie buff and enjoys going to the movie theater a few times per month — especially when there’s a new Marvel movie to see. Mark is also a huge proponent of maintaining a great office culture, taking pride in organizing events such as the annual fantasy football league and (real life) softball teams.