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Jeffrey I. Rosenthal

CPA, CFP, CGMA
Partner, Leader of Anchin's Financial Services Practice

Jeffrey I. Rosenthal, CPA, CGMA is the Leader of Anchin'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), funds-of-funds, mutual funds, private equity funds, and investment advisors. He has extensive experience advising newly formed entities and assisting with start-up considerations such as form of practice, structure of agreements, compensation arrangements, compliance, and regulatory matters.

Jeffrey frequently lectures on a variety of financial service industry topics, including “Registration and Compliance Issues for Investment Funds,” “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 has been quoted in various publications including The Wall Street Journal, Business Insider, The Hedge Fund Law Report, and has been featured on Bloomberg Radio.

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) as well as its Investment Management Committee.

He is a member of the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA), the Managed Funds Association (MFA), and the Hedge Fund Association (HFA).

Jeffrey serves on the Committee of Hearts and Grant Making Committees of Hedge Funds Care/Help For Children, a charitable organization dedicated to the prevention and treatment of child abuse. Additionally, he serves on the Foundation of Accounting Education (FAE) Scholarship Committee and is a member of the President’s Advisory Group for Adelphi University.

  • Accounting and Auditing
  • Financial Services
  • Private Equity
  • Real Estate Funds

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