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Boston, United States
Jeff is a Senior Manager in the Asset Management practice of the Ernst & Young LLP US Financial Services Office, working closely with tax and transaction support practices. Although he has a broad experience in the financial services industry, he focuses on private equity firms, including those specializing in fund of funds.
Jeff also works with mutual funds, hedge funds and audits of management companies. He has significant experience addressing investment company accounting issues focusing on valuation of alternative assets, derivatives and fixed income securities.
Jeff earned a BSc in Corporate Finance & Accounting and an MSc in Accounting from Bentley University. He is also a practicing CPA in MA.
How Jeff is building a better working world
“I support private equity and other fund clients by utilizing personal experience and EY firm resources to help them solve operational challenges. Leveraging EY’s cross-functional service line teams is crucial to adding value to clients as they solve these problems in a rapidly changing environment for alternative investment managers. By engaging with clients in this manner, my EY assurance teams are able to develop industry experience and perspective beyond executing a financial statement audit.”