Overview
As an industry veteran and former CFO, Victoria has delivered positive outcomes for clients in the public and international accounting, financial services and alternative investment segments. Her clients include clearing and non-clearing broker dealers, registered investment advisers, commodity pool operators, offshore and onshore hedge funds, private equity, venture capital and real estate funds, funds of funds and family offices.
Experience
More than four decades in the financial services industry and vast experience as a client service advocate, CPA and CFO enable Victoria to provide clients unique perspectives and actionable insights. Her areas of expertise include serving US broker-dealers, registered investment advisers and alternative investment funds. Victoria’s deep understanding of the regulatory, tax, operational, accounting and control issues associated with these entities enables her to effectively advise clients on structure, organization and regulatory issues.
As a member of senior management for past firms, Victoria has directed all financial accounting and operations functions for management companies and investment funds with $1- $2 billion in AUM. She has also pursued global long/short equity and emerging markets strategies.
Education & Affiliations
In addition to being a CPA and former CFO, Victoria is a member of the NYSSCPA serving on its Investment Company Committee, and the AICPA. She holds a Bachelor of Science degree in Accounting from St. John’s University.
* Aprio assurance, attest, and audit services provided by Aprio, LLP.
Insights
