Cleveland-based Cohen & Company (FY17 net revenue of $67 million) admitted new partners and opened a new office in Chicago.
The new office is led by Vince Curttright, an audit partner formerly with a large, national firm. Curttright has more than 15 years of experience specializing in domestic and offshore investment partnerships and companies, registered investment advisers and proprietary trading firms. His clients spanned both public and private entities in the financial services industry, and have ranged from start-ups to multi-billion dollar entities with a variety of trading strategies, including commodity funds, long and short equity, private equity, cryptoassets, derivative instruments and fixed income.
“The next logical step in our growth strategy was to solidify our presence in the Chicago area. With public and private fund clients already in Chicago, being present in the marketplace allows us to provide a deeper level of service and expertise. Chicago makes perfect sense for us – it’s a stronghold for the financial markets specifically in the alternative investment area, and that is a major focus for Cohen & Company,” says Chris Bellamy, co-president, investment industry services.
Josh Lefcowitz was admitted as partner in the valuation practice. He has more than 15 years of public accounting experience providing valuation, forensic accounting and dispute advisory services for a wide array of purposes. Lefcowitz has experience serving clients across a range of industry sectors, including investment fund. In addition, he has experience related to business valuations and other services associated with intangible assets, purchase price allocations, intellectual property, oil and natural gas rights, and goodwill impairment testing. Lefcowitz will support the firm’s private company and investment industry clients, and will be located in the Pittsburgh office.
Bill Yahara joins the firm’s New York office as a tax director, with more than 15 years of public accounting experience working on clients in the alternative investment industry. Also joining the New York office is John Passantino as a senior audit manager. Passantino’s prior experience with a national firm focused on hedge funds, private equity funds, funds of funds, management companies and broker-dealers.
Furthering the development of the tax services team in the Milwaukee office is Jim Rosing, tax manager, with experience in both public accounting and tax administration services for hedge funds, mutual funds and private equity funds, with a focus on international tax issues.
“We identified the Chicago market, private equity and valuation as strategic growth opportunities for the firm. Working together as a cohesive team, we were able to identify the right resources that are the right fit for our clients and our firm,” says Corey McLaughlin, co-president, investment industry services.