Peggy McCaffrey

Peggy McCaffrey, CPA Partner, Audit

One of the firm’s top technical resources when it comes to the investment industry, Peggy also prides herself on providing exemplary client service. She and the clients she serves share a mutual respect for each other’s abilities, expertise and sincerity in building relationships that last.

Location: Cleveland Email: Phone: 216.649.1718

Credentials & Education

  • Certified Public Accountant (Ohio)
  • B.S.B.A. in accounting, magna cum laude, The University of Akron

With more than 25 years of investment company experience, Peggy serves as audit engagement partner for a range of investment company clients, including mutual funds, hedge funds and offshore funds. She works with a variety of asset types, including domestic and international equities, muni and other fixed income, fund-of-funds, derivatives and complex pass-through entities. Peggy has expertise in the areas of Master Limited Partnership (MLP) funds, offshore-controlled-foreign corporations and other alternative forms of investment companies, as well as experience with broker/dealers, leasing companies and private equity.

  • Oversees the Investment Industry Services Division’s technical development, quality control and audit process
  • Ohio Society of CPAs
  • American Institute of CPAs (Investment Companies Expert Panel Member)
Peggy enjoys spending time with her family and lives in Lakewood, Ohio. She also enjoys growing herbs and vegetables in her garden, cooking and reading fiction.