My motto is: Be yourself; everyone else is already taken. My outlook on life is hopeful. I try and focus on the future and the plans I can make to help me achieve my goals. I approach work as something that is extremely important for everyone – myself, my clients and their investors. It is important to me as it serves a purpose in my life to be in a profession where I am helping someone. That could be issuing quality audits and financial statements that others rely on to make informed decisions, assisting my clients with solving issues, or adding value to their day-to-day business decisions.
BEYOND THE NUMBERS
Favorite food:
Italian
Vacation Spot:
Italian
Favorite weekend activity:
Golf
Favorite college team:
Villanova Basketball
Favorite pro team:
New York Mets
Philip is a Shareholder in our New York office. To this role, he brings more than 20 years of experience advising clients in the alternative investments industry and financial services sector.
Philip specializes in providing accounting, audit and advisory services to a range of financial institutions, including private equity firms and hedge funds, as well as broker-dealers and investment advisors. He frequently assists his investment advisor clients with the design and implementation of their internal policies and procedures and in their claim of compliance with the Global Investment Performance Standards (GIPS), enabling them to have a competitive advantage within their industry. Philip has additional expertise in performing verifications and performance examinations for large investment managers.
Specialties
Accounting & Advisory
Industries
Financial Services
Individuals
Associations
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
- Global Investment Performance Standards Verification Sub-Committee
My motto is: Be yourself; everyone else is already taken. My outlook on life is hopeful. I try and focus on the future and the plans I can make to help me achieve my goals. I approach work as something that is extremely important for everyone – myself, my clients and their investors. It is important to me as it serves a purpose in my life to be in a profession where I am helping someone. That could be issuing quality audits and financial statements that others rely on to make informed decisions, assisting my clients with solving issues, or adding value to their day-to-day business decisions.
BEYOND THE NUMBERS
Favorite food:
Italian
Vacation Spot:
Italian
Favorite weekend activity:
Golf
Favorite college team:
Villanova Basketball
Favorite pro team:
New York Mets