Michael J. Atwater
President and Principal, Director of Fund Accounting Operations
Michael is the President of the firm and is primarily responsible for its day-to-day operations and business development. He is a licensed CPA and has over 20 years’ experience in public accounting and has specialized exclusively in the securities/futures industry since 1992. An integral member of the firm, Michael focuses on the financial reporting and fund administration of hedge funds including new client setup of complex hedge fund structures including master/feeder, fund of fund, commodity, fixed income and private equity funds. In addition, he has been involved in the preparation of certified audits for those structures as well as for futures commission merchants, non-guaranteed introducing brokers and broker dealers and is currently the Partner-in-Charge of all firm certified audits. Michael’s experience also includes the preparation of federal and state tax returns.
Donald A. Pizziferro
Principal, Director of Investor Services
Don brings over 25 years of experience in the futures/securities industry and focuses on the area of fund accounting and client services. Don oversees the Investor Services Group and serves as a liaison between the fund accounting function of the firm and that of Investor Services. Don also has significant involvement in complex financial audit and tax support issues for various types of managed funds including but not limited to direct-trading funds, commodity pools and fund-of-funds. Prior to joining the firm, Don served as a Supervisor for Commodity Compliance Services, Inc. where he prepared and supervised the accounting, tax and performance reporting for wide variety of hedge funds, commodity pools, CTAs and investment advisors.
Paul J. Jacobazzi
Principal – Tax Services, Research & Quality Control
Paul is responsible for the technical accuracy and quality control of all aspects of the firm’s tax function. In addition to his oversight responsibilities, Paul focuses on research and planning with respect to partnership taxation, taxation of financial instruments, and international and cross-border tax and withholding issues. Paul also consults with clients on tax efficient structuring of financial transactions, partnership structuring and compensation issues, as well as state taxation as it impacts the hedge fund and proprietary trading businesses. Paul brings to the firm over 30 years of tax and accounting experience, as he helps clients with tax planning, accounting analysis, tax controversy issues, treasury operations, debt restructuring, financial analysis, and due diligence work for acquisitions.