Richey May & Co, a certified public accounting firm serving the financial services industries, has expanded its alternative investment division by adding three senior-level hires. Daniel O’Connor, Stephen Vlasak and Jonathan Sharon have been hired to lead the alternative investment practice group of Richey May. “The addition of these individuals reflects our ongoing commitment to provide an outstanding level of service and as our alternative investment client base grows and we focus on the middle market,” said 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.”
Daniel O’Connor is an audit partner and Richey May’s alternative investment service line leader with specializations 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. Mr. O’Connor 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.
Stephen Vlasak is an audit senior manager and director of business development for Richey May. As an audit senior manager, Stephen advises his clients on initial organizational structure, audit processes, the management of operational matters, and regulatory needs. As the director of business development, Mr. Vlasak is responsible for expanding the existing client base and developing new client relationships specifically with hedge, private equity and venture capital funds.
Jonathan Sharon joined Richey May as a tax director specializing in the taxation of alternative investment vehicles such as hedge funds, fund of funds, private equity funds, and venture capital funds. Mr. 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 has provided audit and tax services to the alternative investment industry for over 25 years, and continues to strengthen the practice with the addition of these accomplished professionals. These new hires are part of Richey May’s ongoing initiative to attract high-caliber talent, and to augment the firm’s financial services expertise. Richey May has hired 14 professionals year-to-date, including 5 at the manager level or above.
“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,” said Stephen. “The alternative investments division of Richey May not only has hands-on experience and technical expertise to service middle-market funds, but also a demonstrated commitment to providing a superior level of service that Richey May clients have come to expect,” added Daniel.
“Daniel’s attention on client service and his deep knowledge of our clients’ business needs is consistent with the type of effort that has driven robust growth for our financial services practice over many years,” said Ken. “Daniel, along with Stephen and Jonathan, will enhance our already strong leadership team, opening up new business as well as new learning opportunities for every member of our staff.”
About Richey May & Co, LLP
Richey May & Co was founded in 1985 to serve the financial, audit and accounting, tax, and advisory needs of businesses and individuals, and has focused on serving the unique needs of financial services companies for 25 years. The firm has established itself as a national leader by providing high-value professional services to financial services companies, including alternative investment funds, hedge funds, broker dealers, asset-based lenders and mortgage banking companies. Our audit, tax, and business advisory teams are focused on adding value to our clients, and do so by specializing in the industries they serve and getting to know their clients’ businesses. Richey May has consistently been one of the fastest-growing accounting firms in the country since 2009.