Vanessa has a quiet demeanor yet an incredible dedication to the firm and its clients. She’s always focused on making sure each job is completed accurately and efficiently.
Vanessa has served the investment management industry, including both registered and unregistered investment companies, since she began her career in 2014. Her expertise includes accounting, audit and financial reporting services related to investment companies, particularly related to issues affecting exchange-traded funds (ETFs), domestic equity and bond funds, international equity and bond funds, multi-class structures, fund-of-funds, REIT funds and hedge funds. Vanessa also has experience with various financial instruments and derivatives, including options written, shorts and futures.
Vanessa lives in Philadelphia, Pennsylvania. She enjoys fitness, reading and cultivating houseplants.
Credentials & Education
- Certified Public Accountant (Pennsylvania)
- Master of Accountancy, Temple University
- B.S.B.A. with a concentration in accounting, Temple University