Experience

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  Shell

  Oct 1980 - Aug 1981

  Tax complinace
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  Deloitte

  Aug 1981 - Jun 1993

  Senior tax manager

  Senior management level responsibility with big four international accounting firm.Specialized in tax planning for high net-worth individuals, S corporations and Partnerships. Supervised up to twenty-five staff and senior-staff professionals. One of the firm’s lead specialists in investment partnerships and hedge funds. Responsible for creating and executing recruiting plan and annually interviewing and hiring 15 to 20 entry-level tax professionals from top area business schools. Show less

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  Essex investment management company, llc

  Jun 1993 - Dec 2012

  Chief executive officer, chief financial officer & chief compliance officer

  Responsible for all operational, legal, human resource and financial aspects of this fifty-person investment management firm with $5 billion average assets under management.

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  Financial insights, llc

  Jan 2013 - Dec 2023

  President/founder

  Single person tax and business consulting firm providing chief financial officer and chief compliance officer outsourcing to the hedge fund industry including financial and tax planning, tax and business advice and tax preparation for high net worth individuals, professional athletes and small companies.Prepare federal and state income tax returns.Prepare forecasts and projections for companies looking to expand.Assist small investment management firms and hedge funds with all aspects of their accounting, human resources and SEC regulatory compliance needs. Show less

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  Photography by cpm, llc

  Jun 2014 - now

  Headshot and portrait photographer

  Certified professional photographer, in the Greater Boston area and Naples, FL, specializing in headshots and portrait photography - photographing executives and all other individuals