Joe is an Audit & Assurance Senior Manager with over 10 years of audit experience serving both public and private clients primarily in the financial services – investment management industry. Joe has worked with over 25 clients on across various investment management industries, including private credit, private equity, BDCs, hedge funds, fund of funds, mutual funds, and management companies.
In addition to audit, Joe has worked on Accounting & Reporting Advisory (ARA) projects, including gap assessment/implementation work for the SEC’s private funds rule and a risk/control project for a large private credit/fund of fund adviser. Prior to working in audit, Joe spent 3 years in Deloitte Tax’s hedge/private equity federal partnership group.