Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Midwestern Fund Accounting Firm Revamps Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, November 23, 2016

A Midwestern Fund Accounting Firm Revamps

Reported by Ashley McHugh-Chiappone

In mid-September, Cohen Fund Audit Services underwent a name change and rebranding. Now, they are known as Cohen & Company, Ltd, and headed by president, Chris Bellamy.

Chris Bellamy
Cohen & Company, Ltd
President
"In 2003, [the company] made a decision to separate the brands, and we feel its the time to bring the brands back together," Bellamy states.

With the firm's rebranding comes a new logo and new website, meant to accentuate the varied areas of expertise the company has. In addition to these changes, the firm also expanded their reach, adding new offices in New York City and Milwaukee, WI, and hiring industry professionals: Ravi Singh, a partner overseeing the new NYC offices; Lori Novak, an executive director in the investment industry division; and Jay Laurila, leader of the tax services team in Milwaukee.

Cohen & Co is a fund accounting firm based out of Ohio, with a total of seven offices nationwide. Presently, they have over 400 associates, including 85 in the practice area. As of 2016, the firm is ranked the 74th largest CPA firm nationwide, and in the next 12 months, they expect to expand their practice area employees to 100. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  2. FutureProof Festival, Sep 7-10
  3. WE SoCal - Welcome Mixer at FutureProof, September 8
  4. WE US - ICI conference luncheon, September 8
  5. ICI ETF Conference, Sep 8-10
  6. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  7. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  8. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  9. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  10. WE San Francisco - Annual Networking Event, September 11
  11. 2025 MMI Institutional Forum, September 11
  12. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  13. IMEA Content Management Roundtable, September 16
  14. IMEA 2025 Star Awards Celebration, September 16
  15. IMEA Marketing Summit, Sep 16-17
  16. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  17. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  18. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  19. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  20. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  21. IMEA Portfolio Construction Roundtable, September 24
  22. IMEA Models Roundtable, September 25
  23. Expect Miracles Atlantic Coast Classic 2025, September 29
  24. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  25. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  26. 10th annual Fuse Forum, October 8




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use