John serves as the firm’s national asset management practice leader and New York team leader for Baker Tilly’s financial services practice.
John represents alternative investment funds and their managers as well as broker-dealers and advisory firms. John is the firm’s national practice leader for asset management. He also has served as a member of the firm’s Board of Partners where his responsibilities included setting overall strategy for the firm as well as management oversight. John has more than 35 years of diversified public accounting experience advising clients in many areas including U.S. GAAP reporting, SEC requirements and general business advisory matters. His industry specialties include investment managers and alternative investment funds.
- Oversees the firm’s national asset management practice and financial services industry strategy and business development in New York, one of the firm’s primary U.S. markets
- Extensive experience working with registered investment advisors (RIAs), investment vehicles including fund of funds, public and private funds, alternative asset funds, investment management companies and regulated broker-dealers
- Represents both public and privately held companies and is well-versed in many industry sectors, including real estate, technology, software development and sales, service companies and equipment leasing
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Managed Funds Association (MFA)
- Risk Management Association (RMA)
- Hedge Fund Association (HFA)
- Management Committee, New York Alternative Investment Roundtable (HFR)
- Association for Corporate Growth (ACG)
- SEC Practice Committee, NYSSCPA
- Instructor, Becker CPA review course
- Lecturer, numerous AICPA and NYSSCPA sponsored events
- Board of Directors, POPPA, Inc.
Location
New York
Education
Bachelor of Science in accounting
Wagner College