How I can help you

I specialize in preparing financial statements for diverse investment funds, aligning them with client-specific GAAPs. My expertise includes risk & performance analysis, data visualization, auditor liaison, transfer agency, fee calculations and valuations.

People I am looking for

- Family offices - Investment firms - Private investors - Endowments - Trusts - Pension funds

Experience & Cases

- Led daily NAV reporting for a large pension fund - Developed dashboards for portfolio insights - Served family offices and investment firms seeking cost-effective, quality reporting

How to contact