In addition to his role as CohnReznick’s Office Managing Partner – New York, Jay Levy has more than 35 years of audit, tax, and business consulting experience. As a member of the Financial Services practice, Jay works with an array of clients including investment management companies, broker-dealers, and family offices.
Jay Levy
Office Managing Partner – New York – CohnReznick Advisory LLC
Areas of expertise
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Jay+Levy [email protected]Experience and credentials
Certified Public Accountant
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
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, assesses internal control procedures, and consults on organizational and tax structures for his clients
Alerts clients about regulatory changes affecting the financial services industry
Experience providing training to investment managers and to internal professionals on issues related to investment partnership structuring, accounting, auditing, and financial reporting
Publishes articles on investment partnership topics
Education
B.B.A – Pace University
Professional affiliations
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants – Broker Dealer Committee
New York State Society of Certified Public Accountants – Investment Management Committee
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