Building Blocks For Success
Jeffrey Rosenthal CPA, CFP, CGMA Partner, Leader - Financial Services
Jeffrey I. Rosenthal, CPA, CFP, CGMA is the Partner-In-Charge 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 and member of the New York State Society Committee on Stockbrokerage Accounting and also serves on its Investment Companies Committee (a charter member).
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 served for over ten years on the Committee of Hearts and the 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. He also presently serves on the Accounting Advisory Board of Adelphi University’s School of Business and previously served five terms on the University’s President’s Advisory Committee.