Jeffrey Rosenthal is the partner-in-charge of the firm’s Financial Services Practice. Jeffrey specializes in providing accounting, tax and business advice to a wide array of financial services entities including broker/dealers, investment partnerships (domestic and offshore), mutual funds, and investment advisors. He has extensive experience with newly formed entities assisting with start-up considerations such as form of practice, structure of agreements, and compensation arrangements.

Jeffrey frequently lectures on a variety of financial service industry topics, including “Registration and Compliance Issues for Investment Funds,”, “ Funds of Funds Issues”, ” Side Pockets Valuations Issues,” “Establishing and Operating a Hedge Fund,” “Planning for your Year-end Audit,” “Fund of Fund Issues and Practices,” “Accounting and Auditing Issues for Hedge Funds,” and “Soft Dollar Arrangements.”

Jeffrey is a past chairman of the New York State Society Committee on Stockbrokerage Accounting and also serves on its Investment Companies Committee (a charter member). Additionally he also serves on the Foundation of Accounting Education (FAE) Scholarship Committee.

He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Jeffrey is an active member of Hedge Funds Care, a charitable organization dedicated to the prevention and treatment of child abuse victims.

Education
Adelphi University, B.B.A.
College of Financial Planners, CFP certification

Licenses
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
FINRA Series 28 (FINOP)