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 accountancy, John Carroll University

With several years of prior experience in the tax department of a Big 4 Firm, Rob provides tax compliance and consulting services to a diverse client base of open- and closed-end mutual funds, hedge funds, exchange traded funds, private equity funds, family limited partnerships and the advisors to these funds. He oversees the tax services provided to the firm's investment company clients and serves as a technical resource on a variety of related issues, including structuring and start-up concerns, mergers and reorganizations, taxation of various debt and derivative instruments, and foreign investments. In addition, Rob has developed a specialized team that provides tax and accounting services to MLP-focused investment funds.  

  • Leads the firm’s RICs, REITS and Financial Instruments Group; actively involved in firm technical training and staff development
  • ICI Tax Advisory Group
  • Frequent presenter and author on issues affecting the investment industry
  • Ohio Society of CPAs
  • American Institute of CPAs
  • Learning About Business Program (Chair of the Board and Executive Committee)
  • Junior Achievement (Volunteer)
  • Formerly served as a board member for the Greater Cincinnati Mutual Fund Association and for the John Carroll University Accounting Advisory

Rob is a resident of Willoughby Hills, Ohio, where he lives with his wife and three children.