CPA, Partner, Financial Services Industry Tax Practice Leader
New York, NY
David Logan is a partner with CohnReznick and serves as the tax practice leader for the Firm’s Financial Services Industry practice. Based in the New York office, he has more than 30 years of tax and business advisory experience in financial services. He specializes in the investment management industry where he provides consulting and compliance services on the formation, structuring, and taxation of public and private investment funds and the related management entities, financial products taxation, investor reporting, and tax services to the owners of investment management businesses.
Before joining CohnReznick, Dave was the chief financial officer for an institutional registered investment advisor with over 40 investment entities and AUM in excess of $16 billion. His background also includes public experience at regional firms, as well as a Big 4 firm where he formed and helped develop their alternative investment management tax services group.
Dave has served as a director and investment committee member to several not-for-profit organizations and currently serves on the investment committee of Our Lady of Mercy Academy.
B.B.A., Pace University
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Wall Street Tax Association