Accounting firm Richey May & Co has expanded its alternative investment division by adding three senior-level hires – Daniel O’Connor, Stephen Vlasak and Jonathan Sharon, who will lead the practice.
“The addition of these individuals reflects our ongoing commitment to provide an outstanding level of service as our alternative investment client base grows and as we focus on the middle market,” says Ken Richey, managing partner of Richey May. “We are pleased to be adding such talented executives to enhance and broaden our growing alternative investment team of professionals.”
O’Connor is an audit partner and Richey May’s alternative investment service line leader with specialisations in domestic and offshore hedge funds, fund of funds, real estate, private equity, REIT’s, broker dealers, 40’ Act funds, commodity pools and asset/mortgage backed securities partnerships. He is experienced in dealing with a variety of investment strategies and products, such as long and short securities, debt and structured credit instruments, swaps, commodities and futures, and private investments.
Vlasak is an audit senior manager and director of business development for Richey May. As an audit senior manager, he advises his clients on initial organisational structure, audit processes, the management of operational matters, and regulatory needs. As the director of business development, Vlasak is responsible for expanding the existing client base and developing new client relationships specifically with hedge, private equity and venture capital funds.
Sharon joined Richey May as a tax director specialising in the taxation of alternative investment vehicles such as hedge funds, fund of funds, private equity funds, and venture capital funds. Sharon is also experienced in consulting with clients and attorneys on fund tax issues including fund formation and structuring, taxation of financial products, and tax law changes.
“Richey May views client relationships as a long-term investment; we don’t just provide audit and tax services but consider ourselves trusted advisors of our clients, and for our prospective clients,” says Vlasak.
