New York, NY
Jeff Moskowitz is a member of the Financial Services Industry practice at CohnReznick and has been a member of the Quality Control Department. With close to 20 years of experience, he is primarily focused on serving clients in the financial services sector.
Jeff’s experience includes analysis of quarterly and annual financial statements in compliance with SEC regulations, assessing internal control procedures, and performing annual audits of private companies. He has worked with a range of clients, from start-ups to multi-billion dollar SEC registrants, both in a direct client service and a quality control capacity. His clients include hedge and private equity funds, venture capital funds, fund of funds, real estate funds, investment management companies, registered investment advisors, broker dealers, depository institutions, and finance companies. His clients deploy a variety of strategies, many of which include long-short equities, debt instruments and private investments across various industries including non-traditional assets such as cannabis.
Jeff’s experience also includes advising companies on organizational structures, supervision of audits, and ongoing consultation with management regarding various operational, transactional, and other related matters. He also advises companies on various regulatory issues impacting the industry.
Before joining CohnReznick, Jeff worked in the financial services industry practice of a Big 4 firm and for an international accounting firm where he gained experience providing audit and assurance services for clients in the financial services sector. He has lectured at a number of financial service events and is involved in various publications in the financial services industry. He also actively participates in several local institutions. In 2015, Jeff was named as a CPA Practice Advisor 40 Under 40 honoree which recognizes professionals helping to lead the accounting profession into the future.
B.A., Accounting and Information Systems, Queens College of the City University of New York
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants - Investment Management Committee, Broker-Dealer Committee