Jacob Hadad, CPA CIC

Experience

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  CBIZ Marks Paneth

  Oct 2008 - Feb 2011

  Real Estate Audit & Tax Senior & Staff

  At MPS, I provided attestation, accounting and tax services for iconic commercial and residential real estate clients. During my time at MPS, I prepared over 300 tax returns on partnerships, corporations, trusts, estates and personal returns for high net worth individuals. Further, I was involved in the conversion of an iconic commercial real estate client, switching their books and records from income tax basis of accounting to GAAP in order to assist them in their successful IPO offering.My time at MPS was valuable because it allowed me to oversee the flow of information from accounting/audit to tax and regulatory filings. Additionally, I was able to prepare a tax return for both the real estate property and the partners that owned the buildings. My time at MPS is why I launched my very own tax practice in 2011. Show less

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  EY

  Feb 2011 - Sept 2013

  Asset Management Senior/Manager

  Since I always had a passion for Finance, I decided to join EY's Financial Services practice. It was my plan to learn everything I can about financial products and hedge fund/private equity capital structures. At EY I was fortunate enough to become the lead senior on a $32 billion pensiontrust, 8 hedge funds (onshore and offshore), 15 operating companies (inventory and capitalleases), a public ETF and a collateralized loan obligation (CLO), all of which held a widearray of financial products, including equity, fixed income, real estate, bank debt, corporatebonds, credit/interest default swaps, asset backed securities, options and forwards.I was early promoted to manager which would have been effective October 2013, however I decided to join Apollo Global Management at that time.It was at EY where I learned how to lead a team and interact with clients on a personal level. I quickly realized that my passion was to provide value to clients in any way that I could. Show less

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  Apollo Global Management, Inc.

  Sept 2013 - Apr 2018

  Credit - Associate Director

  I joined Apollo to learn how to run the day-to-day operations of a fund from one of the largest and most influential Investment Managers in the entire world. I was responsible for overseeing all aspects and direct contact for 11 Private Equity and Hedge Fund's totaling over $4+ billion in AUM, including Apollo's new flagship performing product. Funds were credit-focused, performing and opportunistic vehicles, investing in various products across the capital structure, including a wide array of complex credit products.During my time, I enhanced reporting processes and calculations involving esoteric incentive calculations, investor allocations, performance returns, AR and AP fund expense workflows. I was heavily Involved in team build-out (globally), information technology enhancement and solutions, and the creation of a Financial Statement Library. I worked closely with our Marketing/Investor Reporting, Legal, Compliance and Portfolio Manager's to provide financial information in an efficient and timely fashion. Show less

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  Wesfair

  Apr 2018 - now

  Managing Director

  Since 1955, Wesfair Agency has been a premier independent insurance agency serving the Greater New York City area. Throughout those years, Wesfair has established and nurtured long-term relationships, protecting our clients’ resources with personalized insurance solutions. Today, we serve over 1,500 clients focusing our attention in the following key sectors: Asset Management (PE/Hedge/VC/RE) Technology Education Non-Profits Manufacturing Other Professional Services We specialize in Professional Liability (Directors & Officers, Errors & Omissions and Employment Practices), Crime/Fidelity, Cyber/Privacy/Media Liability, Fiduciary, Property & General Liability. We are proud of the work we have accomplished. We cherish the partnerships we have cultivated over six decades. We look forward to broadening our relationships with our established and new partners, maintaining our unrivaled level of commitment, experience, and expertise to protect and nurture your present and future security. Show less