Robert V. Castro

Robert V. Castro

Partner

Followers of Robert V. Castro2000 followers
location of Robert V. CastroNew York, New York, United States

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  • Timeline

  • About me

    Experienced Accomplished Hedge Fund & Financial Services Accounting & Consulting Professional

  • Education

    • CUNY Kingsborough Community College - Business

      1977 - 1979
      AAS Accounting
    • LIU Brooklyn

      1979 - 1981
      BS Accounting
  • Experience

    • BDO Seidman, LLP

      Dec 1980 - Jun 2010
      Partner

      Partner and Managing Partner of Financial Services Assurance practice

    • Savvy Fare, LLC

      Jul 2010 - now
      Partner

      Savvy Fare is an accounting and consulting company serving Hedge Funds, Private Equity Firms, Investment Advisors, Broker Dealers, and as well as entrepreneurial firms needing outsourced COO, CFO and senior leadership assistance. Our team is led by seasoned accomplished professionals.Some of our assignments: Outsourced COO and or CFO services as well as consulting services for Hedge and Private Equity Funds. We successfully helped a world renowned Private Equity firm navigate contentious issues they were having with their “Big 4 auditor”.Consultant to an investment banking firm on accounting implications of various equity and debt offerings, financing, acquisition structures etc….Consultant to large local accounting firm - Assisted with the integration of their newly merged financial services practice.COO for a Manufacturer, Import and Distribution Company:• Identified potential lenders and transitioned the company from its current finance provider. Assisted in selecting a new lender and negotiating terms.• Identified cloud based and in house accounting and ERP systems and helped the company analyze and choose the system that was the best fit for them. Transitioned the company from its outsourced provider to an in house platform.Litigation Support Expert Services Experience• William Fry (Dublin Ireland) representing a hedge fund in a matter against a major capital markets firm• Schulte Roth & Zabel representing Bear Stearns in the Manhattan Fund case• Kelley Drye & Warren representing a “special” creditors group in the Ames Stores bankruptcy •Updike Kelley representing CNA Insurance in a matter against an accounting firm related to alleged audit failure of a broker dealer in the securities field• Hedge funds in various disputes regarding the appropriateness of the use of a “side pocket”; the fair value of a Level 3 investment• Big Four and other accounting firms in a matter relating to a failed hedge funds etc. Show less

  • Licenses & Certifications

    • CPA

  • Honors & Awards

    • Awarded to Robert V. Castro
      Best Hedge Fund Industry Service Providers Institutional Investors Alpha Magazine Oct 2007 Institutional Investors Alpha Magazinehttp://www.iinews.com/site/pdfs/AlphaAwards_BDO_SeidmanLLP.pdf
    • Awarded to Robert V. Castro
      Best Hedge Fund Industry Service Providers Institutional Investors Alpha Magazine Sep 2006 Alpha Awards Top Service Providers – 2006http://www.iinews.com/site/pdfs/Alpha_9_2006_BDO%20SEIDMAN.pdf
    • Awarded to Robert V. Castro
      Helping Solve The Puzzle Federated Department Stores Feb 1992 Honored for helping in the reorganization of Federated Department Stores at the time the second largest bankruptcy in US history