Peggy McCaffrey

Peggy McCaffrey, CPA Partner, Assurance

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

Peggy has more than 30 years of experience in the audit requirements and business issues of investment companies. As audit partner or engagement quality review partner, Peggy oversees the audits of SEC registered mutual funds, exchange-traded funds (ETFs) and closed-end funds, as well as private hedge funds and offshore funds. She works closely with mutual funds of various asset types, including domestic and international equities; municipal, corporate and other fixed income; fund-of-funds, master limited partnership (MLP) funds; offshore controlled foreign corporations; derivatives; and complex pass-through entities.

  • Ohio Society of CPAs
  • American Institute of CPAs (Former Investment Companies Expert Panel Member and former contributor to the AICPA’s Audit Guide for Investment Companies)
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.