Lori Novak

Lori Novak, CPA Partner, Assurance

Clients are confident in Lori’s guidance because of the unique combination of her highly technical background and her friendly and easygoing style, which creates an almost instant rapport. Funds and providers alike know if they have an issue she will see them through it, sifting through the regulatory detail to help find a practical solution.

Location: Cleveland Email: lnovak@cohencpa.com Phone: 216.649.5719

Credentials & Education

  • Certified Public Accountant (Ohio and Illinois)
  • B.S.B.A. in accounting, The Ohio State University

With more than 20 years of experience, Lori offers clients deep technical expertise and insights from working at a national firm for most of her career. She is actively involved in quality control and technical initiatives, and is responsible for the overall coordination and execution of the audit plan. Lori plays a key role in the oversight of audit planning and risk assessment, financial statement work and work-paper review, supervision of the audit team and board reporting. She also directly provides audit and consulting services to various entities in the financial services and investment industry, including mutual funds, hedge funds, investment advisors and related service providers. The funds Lori audits range in terms of structure, strategy, investment style and the use of derivatives.

  • Leads the Investment Industry Services Group's technical training initiatives
  • Ohio Society of CPAs
  • American Institute of CPAs
Lori lives in Medina, Ohio, with her husband, three kids and two dogs. Lori’s life outside of work primarily consists of spending time with her immediate and extended family, as well as fitting in a Yoga workout every once in a while.