As an audit partner with more than 35 years of audit, tax, and business consulting experience, Jay Levy is a member of the firm’s Financial Services Industry practice 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 Levy
CPA, Office Managing Partner - New York
Areas of expertise
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Jay+Levy [email protected]Experience and credentials
Provides traditional audit and tax services as well as consulting on operational, transactional, and tax issues in the financial services industry.
Audits year-end financial statements, assessing internal control procedures, and consulting on organizational and tax structures for his clients.
Alerts clients about regulatory changes affecting the financial services industry.
Provided training to investment managers and to the firm’s professionals on issues related to investment partnership structuring, accounting, auditing, and financial reporting.
Publishes articles on investment partnership topics.
Education
BBA – Pace University
Professional affiliations
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants - Investment Management Committee, Broker Dealer Committee
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