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New York, NY, United States
JT is a financial services partner with over 21 years of experience serving clients across the capital markets. His industry experience includes alternative asset managers, investment advisors, registered and unregistered private equity and hedge funds, mortgage real estate investment trusts, commercial real estate, FinTech, registered broker-dealers, and investment and merchant banks.
He has significant SEC (including S-X regulations), IPO, Sarbanes-Oxley, SOC 1 and broker-dealer reporting experience.
JT has a BS in Accounting, with a minor in Economics, from Binghamton University and is a CPA and member of the American Institute of Certified Public Accountants (AICPA).
How JT is shaping the future with confidence
“I take a forward-looking approach to helping clients navigate an evolving financial reporting and regulatory landscape. I am always looking out for what’s next and working with my clients to allow them to prepare accordingly. By combining deep technical knowledge with a proactive mindset, I help clients make informed decisions and position their businesses for long-term success.”