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Jay D. Levy

CPA, Partner, Financial Services Industry Practice leader


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Professional Affiliations:

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants - Investment Management Committee, Broker Dealer Committee

Jay Levy serves as CohnReznick’s Financial Services Industry Practice Leader. He is an audit partner with more than 30 years of audit, tax, and business consulting experience and works with an array of financial services clients including investment management companies, broker-dealers, and family offices. He specializes in working with investment partnerships consisting of hedge funds, private equity funds, and fund of funds, including those with assets under management from start-up to multi-billion dollar platforms. 

Jay's services to clients include traditional audit and tax services as well as consulting on operational, transactional, and tax issues in the financial services industry. He is responsible for auditing year-end financial statements, assessing internal control procedures, and consulting on organizational and tax structures for his clients. He also alerts clients about regulatory changes affecting the financial services industry.

Jay has provided training to investment managers and to the Firm’s professionals on issues related to investment partnership structuring, accounting, auditing, and financial reporting. He has also published articles on investment partnership topics.

Education

  • B.B.A., Pace University

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