Senior Investment Accountant
Tim’s ten years of fixed income and equity experience in trading and operations for both large broker dealers and asset managers has made him an essential part of our team. Tim provides assurance services to clients in the financial services industry, including hedge funds and broker dealers. He also assists asset management firms with the development and refinement of their accounting, operational, and compliance processes, in turn helping them grow. Additionally, Tim finds solutions for complex tax issues surrounding real estate investment funds. A VCU alum, Tim enjoys working on his golf game and staying as active as he can, traveling, and going to concerts at local venues when he’s not at the office.
Organizations & Associations
Virginia Society of Certified Public Accountants (VSCPA)
American Institute of Certified Public Accountants (AICPA)
What “In Your Shoes” means to me
Our ability to listen to our clients, understand the challenges they face, and understand their professional and personal goals, combined with our knowledge and expertise, allows us to provide the right solutions to help our clients achieve their full potential.