TAXANDWEALTH.NET - Key Persons
Job Titles:
- Named Partner in Charge of Advisory Services
- Partner in Charge, Advisory
Job Titles:
- Partner in Charge, Risk & Quality Management / Partner, Cohen & Co Advisory, LLC / Partner, Cohen & Company, Ltd.
Aly serves as the firm's partner in charge of risk and quality management and leader of the Risk Management Council, in which she oversees the system of quality control, including independence matters; risk management issues; overall audit quality; and technical consultation process. She also serves as the firm's primary liaison with the PCAOB and other regulatory agencies. Since joining the firm in 2006, Aly's client work has been focused on providing audit and other attest services to various entities focused in the investment management industry, including mutual funds, hedge funds, venture capital funds and investment advisers. She is also responsible for coordinating services for her clients as well as serving as the engagement quality review partner for numerous clients whose portfolios include a wide range of investments and objectives, complex debt instruments, derivative instruments (options, swaptions, swaps, futures, etc.), illiquid and hard-to-value securities, controlled foreign corporations (CFCs), and other private investments for both registered and non-registered investment companies.
Job Titles:
- Market Leader, Registered Funds / Partner, Cohen & Co Advisory, LLC / Partner, Cohen & Company, Ltd.
As a partner focused on the investment industry, Brett's approach to working with clients centers around taking a comprehensive look at their needs and goals. He not only offers specialized audit expertise, but he helps clients understand other important issues impacting their unique products. Beyond direct client work, Brett also serves as a conduit, often linking investment industry clients to their peers and outside resources critical to their success.
Since joining the firm in 2005, Brett has specialized in providing audit and consulting services to various entities focused in the investment industry, including mutual funds, exchange-traded funds, hedge funds, investment advisers and related service providers. He services multiple family trusts and hedge funds ranging from startups to those with assets in excess of to $230 billion. Brett's current client base includes a mix of equity, fixed income, international, fund-of-funds and closed-end funds, including many newly organized fund complexes. The funds include a wide variety of investments and objectives, including complex investments and derivatives (futures and options), illiquid and hard-to-value securities, repurchase agreements, short sales, affiliated issuers, master limited partnerships (MLPs) and controlled foreign corporations (CFCs).
Job Titles:
- Market Leader, Alternative Investments, Cohen & Co Advisory, LLC
- Named Market Leader, Alternative Investments
A compassionate person who sincerely wants to help others, Camille believes we are all living in the "connection economy" - trying to create value to stand out in a crowded business environment. She's spent her career building a strong network, so if she can't help a business she likely knows someone who can.
Camille brings her expertise as a 20-plus year veteran of the investment industry, focusing on strategic growth for the firm's nationally recognized team. She's worked in many facets of the funds space in financial services, where she has experience across the spectrum of regulated and private funds, including private equity. With a history in operations as well as leading investment industry business development initiatives, Camille has spent the last two decades developing a strong network and deep understanding of this complex area. In addition to leading the growth and development of the firm's Alternative Funds Group, she plays an important role in the growth initiatives across the firm's broad range of industry verticals.
Job Titles:
- Chief Executive Officer, Cohen & Co Advisory, LLC
Focusing on the future has always been important to Chris' leadership style - whether that means helping individuals at the firm grow in their roles or identifying market opportunities to better serve clients. He places great value on learning from others and remaining humble and flexible in his approach to guiding the strategic direction of a diverse group of professionals.
Chris began his career with Cohen & Co in 1999 and initially focused on providing audit and tax services to privately held business. In 2004, he helped establish the firm's investment industry practice and played an important role in its growth, including the expansion into the Milwaukee, Chicago, New York City and Baltimore markets. Chris also served as a lead audit partner for many of the firm's largest mutual funds, exchange-traded funds, private equity fund and alternative investment fund clients up until his appointment as CEO in 2022.
As CEO, Chris is always looking at the bigger picture, evaluating new ways to position the firm for long-term success. He is responsible for strategic direction, growth and development of the firm against three key areas: being the employer of choice, driving operational efficiency in client engagements, and serving as a premium provider in priority markets and industries.
Job Titles:
- Chief Operating Officer, Cohen & Co Advisory, LLC
- Cohen & Co 's Chief Operating Officer
- Selected As New Chief Operating Officer
Corey is a genuine person who believes very strongly in developing true partnerships with others, so they are more than confident he will be there for them in whatever way they need. Corey is open and honest in his advice, and is respected for providing perspective that is well measured with practicality.
As Cohen & Co's Chief Operating Officer, Corey provides strategic oversight to the firm's service lines, and Technology & Operations Services and People & Culture departments. Always committed to helping the firm achieve its goals of being the Employer of Choice and maximizing operational efficiencies, he is responsible for connecting the firm's service lines and its infrastructure teams that support them. In addition, Corey leads critical strategic initiatives to ensure the firm continues to grow and prosper while providing excellent client service.
Prior to serving as COO, Corey held the position of Partner in Charge of People & Culture, where he created and executed strategies that allowed the entire team to grow, thrive and prosper in their lives and careers. He also served as an industry leader, responsible for the strategic direction, growth and development related to work with hedge funds, commodity pools and digital asset funds. In addition to his industry leadership role, as an assurance partner Corey worked directly with clients in the investment industry to provide accounting, auditing, investors' representative, attestation and consulting services to a wide variety of entities, with a particular area of expertise in audit and consulting for funds that trade digital assets.
Job Titles:
- Market Leader, Real Estate & Construction / Partner, Cohen & Co Advisory, LLC
- MT / Market Leader, Real Estate & Construction
- Real Estate Roundtable President
Job Titles:
- Executive Director, Registered Funds, Cohen & Co Advisory, LLC
Erin is passionate about developing authentic relationships and experiences, both externally and internally. Leading with genuine gratitude and thoughtfulness for others, she seeks opportunities to serve as a connector and add value to her network. Inside the firm, she mentors up-and-coming staff to help them further develop their relationship building skills.
Erin focuses on strategy and national growth efforts of the firm's services in the registered funds community. She also leads client experience and relationship management initiatives with industry influencers. Prior to joining Cohen & Co, Erin led business development and marketing strategy for a boutique public accounting firm serving the investment management industry nationally.
Job Titles:
- Partner, Cohen & Co Advisory, LLC / Partner, Cohen & Company, Ltd.
Job Titles:
- Director, Cohen & Co Advisory, LLC / Director, Cohen & Company, Ltd.
Jamie is focused on getting investment industry clients what they need, when they need it. To deliver on each engagement, she taps into her strengths of organization, efficiency and responsiveness. Clients know Jamie's level of detail in these areas will keep them on track.
With more than 15 years of experience, Jamie provides audit and advisory services to the investment company industry. Her work with many of the firm's cryptocurrency hedge fund clients has led Jamie to become deeply involved in the cryptocurrency space, including accounting and financial reporting issues, as well as advising on operational and internal control solutions surrounding this asset class.
Job Titles:
- Chief Financial Officer, Cohen & Co Advisory, LLC
Job Titles:
- Partner, Cohen & Co Advisory, LLC
Job Titles:
- Market Leader, Closely Held / Partner, Cohen & Co Advisory, LLC
Job Titles:
- Chief Information Officer, Cohen & Co Advisory, LLC
Job Titles:
- Partner in Charge, Tax / Partner, Cohen & Co Advisory, LLC
Job Titles:
- Chief Marketing Officer, Cohen & Co Advisory, LLC
Job Titles:
- General Counsel, Cohen & Co Advisory, LLC
Job Titles:
- Partner in Charge, Markets & Industries / Partner, Cohen & Co Advisory, LLC / Partner, Cohen & Company, Ltd.
Job Titles:
- Market Leader, Technology & Life Sciences / Senior Manager, Cohen & Co
Job Titles:
- Market Leader, Private Equity / Partner, Cohen & Co Advisory, LLC / Partner, Cohen & Company, Ltd.
Job Titles:
- Senior Adviser, Cohen & Co Advisory, LLC
Our founder Ron Cohen left his position at a respected CPA firm back in 1977 to follow his passion of advocating for entrepreneurial businesses, establishing Cohen & Company in Cleveland, Ohio. Our office overlooks historic Playhouse Square, the second largest performing arts center in the U.S., and the largest outdoor chandelier in the world. Additionally, our offices are just a short walk or drive from the world-class dining, entertainment and modern living of popular East 4th Street, professional sports venues and some of the top healthcare systems in the world.
Job Titles:
- Executive Director, People & Culture, Cohen & Co Advisory, LLC
Job Titles:
- Chief Executive Officer, Cohen & Company, Ltd