Casey is a tax Partner and certified public accountant with over 20 years of financial services experience in tax compliance and consulting. He is Deloitte’s East Region Financial Services Industry Office Leader and National BDC Tax Leader. In addition, he serves many of the firm’s leading private credit fund, private equity fund, mutual fund, BDC, ETF, and hedge fund clients. He is a subject matter expert on firm technology initiatives for mutual fund, hedge fund, and financial product taxation and authored an article published in the Fall 2014 edition of the Journal of Taxation of Investments.
Prior to joining Deloitte, Mr. Yantosca was responsible for all tax matters for GE Asset Management’s commercial vehicles (mutual funds, investment partnerships, group trusts, and UCITS). He represented GE Asset Management on the Investment Company Institute’s Tax Committee and was tasked with implementing technology solutions to address changes in tax law. Mr. Yantosca also was the key tax liaison for the organization’s fund administration and transfer agent conversion.
Prior to joining GE Asset Management, Mr. Yantosca served as a Tax Manager at PricewaterhouseCoopers in Boston serving industry leading mutual fund, hedge fund, and private equity clients.