2019 Investment Industry Services Division Promotions

We are honored to announce multiple promotions within Cohen & Company’s Investment Industry Services Division. 
 

Partner Promotions

Haneline_Jeff_thumb-(3).jpgJeff Haneline, CPA | Audit
Jeff specializes in providing audit and consulting services to various entities focused in the investment company industry, specifically mutual funds, exchange-traded funds, and related service providers. Integral in the launching of the Milwaukee office in 2011, Jeff’s prior experience working at a large administrator has given him deep practical knowledge regarding the nuances of the fund industry, paired with his strong technical acumen and commitment to client service.  

Director Promotions

Joe Brown, CPA | Tax
Joe has over fifteen years of experience in the investment industry, with a primary focus in the taxation of investment management entities of hedge funds and crypto funds. He manages and coordinates the workflow, and reviews various tax compliance deliverables for funds containing a variety of complex investments. 

Gonano DavidDave Gonano, CPA, MBA | Tax
Dave focuses his time on taxation of the alternative investment industry. Dave’s expertise ranges from the taxation of all types of financial products to the proper structuring of alternative investment funds and their related entities.  Dave also has extensive experience in the areas of FATCA and CRS compliance.


Lowry JulieJulie Lowry, CPA | Audit
Julie specializes in the audits of mutual funds and private funds, and is involved in examinations performed to maintain compliance with SEC custody rules. Among other things, her expertise includes auditing, accounting, and financial reporting requirements specific to complex derivative instruments, Level 3 securities, guaranteed investment contracts, controlled foreign corporations (CFCs), funds-of-funds, private equity funds, and master-feeder structures.


Lowry JulieMike Maimone, CPA | Audit
Mike specializes on providing audit and consulting services to various entities focused in the financial services and investment industry, including mutual funds, investment advisors and related service providers. His current client base includes a variety of equity, fixed income, international, master limited partnerships and alternative mutual funds, as well as fund-of-funds. 



Pedersen CynthiaCynthia Pederson, JD, LLM | Tax
Cynthia's specialties include taxation of hedge funds, cryptocurrency funds, international tax compliance, tax compliance for tax exempt organizations and ultra-high net worth estate succession planning. Cynthia’s background as an estate planner allows her to be vigilant to tax issues that may arise when high net worth individuals are considering making changes to their current business structures and investments.


Selick LindsayLindsay Selick, CPA | Audit
Lindsay’s experience includes servicing mutual fund families of all sizes and is well versed in issues related to fund groups with multiple classes, complex investments, and derivatives. Lindsay also leads the firm’s Global Investment Performance Standards (GIPS) verification and performance examination practice for the Firm, providing practical advice and serving as a technical resources for investment advisors.


Wells JohnJohn Wells, CPA | Audit
John specializes in providing audit and advisory services to a wide range of clients, and has worked on audit engagements for cryptocurrency funds, mutual funds, commodity pools, hedge funds, broker/dealers, commodity trading advisors, and non-profit organizations, as well as other attestation engagements and compilations, and investors’ representative consents (IRCs) for various clients.

 

Senior Manager Promotions

Christophe Alfuente, CPA, MBA | Tax
Nicole Clabaugh | Family Office Services
Jason Friedman, CPA | Tax
Ken Fu, CPA | Tax
Jamie Gasiorowski, CPA | Audit
John Graham, CPA | Audit
Gordy Jones, CPA | Tax
Christian Randall | Audit
James Rosing, CPA, MSA | Tax
Andreana Shengelya, CPA, MT | Tax
Jake Vogel, CPA | Audit
Susanne Wolfe, CPA, MS | Tax

Manager Promotions

Frank Barrie, CPA | Audit
Brian Bourke, CPA | Tax
Mark Danese, CPA | Audit
Matt Green, CPA | Audit
Teresa Harrat, CPA | Tax
Russell Hayman, CPA | Tax
Ryan McKenna, CPA, MT | Tax
Chad Shields, CPA | Tax

Senior Promotions

Jim Augustine, CPA | Tax
Anthony DiTosto | Tax
Nicholas Dunbar | Audit
Anthony Ferraro | Tax
Jennifer Grove, CPA | Audit
Kevin Malloy, CPA | Audit
Brandon Voelker, CPA | Audit
Michael Womack | Audit
Michelle Zdelar | Tax