Rob Velotta

Rob Velotta, CPA, MT Partner, Tax

A resource for both clients and colleagues, Rob knows the complex and unique technical tax needs of the investment industry inside and out. So when a client asks him “what do you think of …” or “have you ever seen …” he can knowledgeably answer those questions and give a practical assessment of how it might impact the client’s situation.

Location: Cleveland Email: Phone: 216.774.1126

Credentials & Education

  • Certified Public Accountant (Ohio)
  • Master’s of Taxation,
    The University of Akron
  • B.S.B.A. in accounting, John Carroll University

Leader of the firm’s RICs, REITS and financial instruments tax team, Rob assists clients with RIC qualification and excise tax calculations, and provides other tax consulting to RICs as well. Rob works with hedge funds, fund-of-funds, private equity/venture capital funds, family office and investment advisors. He performs derivative and other fund-investment consulting, including various debt, foreign and derivative/structured product investments. Rob also has experience with master limited partnership (MLP)-related products, working with funds up to $1 billion, and international/CFC structured funds. In addition, he provides consulting on fund structuring and start-ups for public and private funds.

  • Leads the firm’s RICs, REITS and Financial Instruments Group; actively involved in firm technical training and staff development
  • ICI Tax Advisory Group
  • Greater Cincinnati Mutual Fund Association Board
  • Ohio Society of CPAs
  • American Institute of CPAs

Rob is a resident of Willoughby Hills, Ohio, where he lives with his wife and three children. He likes to read, travel and have a conversation over a microbrew with friends