|
Fund Tax Services is the premier award winning tax firm exclusively dedicated to the alternative investment industry with extensive knowledeg, expertise and experience servicing Private Equity Funds, Real Estate Funds and Hedge Funds. By providing only non-audit services, the FTS team is able to proactively focus on a broad range of services to help our clients achieve their goals.
FTS "PLUS" --> A COMPELLING VALUE PROPOSITION. FTS clients can also benefit from the specialized industry expertise of the following firms whom we know well and trust:
www.InvestBizAdvisors.com pae@InvestBizAdvisors.com (212) 920-6042
www.RTHausler.com bob@rthausler.com (201) 745-9071
oconnellbp@comcast.net (781) 864-1480
Michael@StateHarbor.com (203)-300-8543 |
 
Investment Business Advisors LLC.
Spurwink River Consulting Institutional Distribution
|
Investment Business Advisors LLC.
Paul Ehrhardt has 30+ years of experience in executive leadership & strategic advisory positions with global asset management firms with investment teams located in the US, UK, Tokyo, Beijing, Hong Kong and Singapore. His experience spans private equity, real estate, fund of hedge funds & long-only managers. The focus of his work has been on managing and enhancing the transparency, effectiveness and efficiency of investment processes supporting business process of GP managers and their funds and helping them meet the expectations of institutional investors, regulators & "Best Practice" standards.
Paul has served as Managing Director/ Chief Operating Officer/ Strategic Advisor to firms including:
-Arden Asset Management
-Legg Mason International Equities
-Citigroup Asset Management London
-American Century Investments
-Landmark Partners
-Aetna and CIGNA Investments
Education:
| Asssesments |
|
| Strategy |
|
| Best Practice |
|
Bob Hausler is an accomplished asset management and financial services marketing executive with a proven track record of success spanning the Institutional, Retail, RIA and HNW private client channels. During the course of his career, Bob has helped raise more than $45 billion in new AUM for investment product campaigns that he and his marketing teams brought to the market.
A creative and conceptual idea generator, Bob's past industry experience includes CMO / head of distribution roles at:
Education:
Syracuse University - B.S in Finance
| AUM Growth | Product | |
|
|
|
|
Spurwink River Consulting
Brian O’Connell is a senior investment distribution professional. He has developed extensive relationships with corporate, public, Taft-Hartley plan sponsors, endowments/foundations, family offices, and investment consultants. Over the course of his career, he has consistently helped firms grow their AUM. Affiliations: AIMSE and IMCA.
Brian has held senior distribution positions at leading firms including:
-Cole Real Estate
-DDJ Capital
-CRA Rogers Casey
-Evergreen Investment Management
Education:
| Channel Sales |
|
| Best Practices |
|
A VIGOROUS COMPLIANCE PROGRAM IS AN ESSENTIAL ELEMENT OF A FIRM'S OVERALL INFRASTRUCTURE
Michael Byl is a Senior Executive in the asset management and financial services industry with experience including start-up and management of regulated companies, marketing/business development, compliance and strategic direction. Worked with companies large and small in North America and Europe interested in growing and expanding their business.
Managed compliance programs and served as CCO for RIA and broker-dealer firms.
Supervised SEC, FINRA, State and NFA regulatory audits
Client base includes firms with a broad variety of traditional and alternative investment strategies with over $3 billion AUM
Knowledgeable of inception activities for startups and spinouts
Development of Marketing and Investor Relations programs
Education
Michigan State University; BA Marketing
Ferris State University. Associate of Arts & Sciences, Accounting
| Compliance Program |
| A tailored compliance program is essential to satisfy the regulators as well as promote a culture of compliance within your firm. We build a solution that focuses on your firm's particular needs to ensure you are compliant with the various requirements of securities regulators. Our team continuously analyzes the current regulatory landscape to identify any regulations that may impact your business. |
| Annual Reviews |
| Annual compliance reviews are required for firms, and regulators look favorably upon a thorough review process conducted by experienced, independent professionals. Our team of experts eliminates the stress of this process by providing a comprehensive review that covers all necessary areas of the firm and its compliance program. |
| Monitoring |
|
Regular monitoring of your firm's compliance policies and procedures is crucial to maintaining a strong and robust compliance program. We believe a shifting regulatory landscape demands a dynamic approach to keep you ahead of the curve.
|
© 2019 FTS US Inc. All Rights Reserved.
Web Builder CS: Websites for Accountants
