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Fund Tax Advisors

Everyone listed, in one table. Filter by as many fields as you like, sort any column, and open a name for the details and the way to reach them.

Primary practicePrior firms
Michael AndrioloEYPrincipal, Financial Services Tax, Wealth & Asset Management, Ernst & Young LLPBoston, MAPrivate credit funds––Bentley University–
Thomas BagleyEYPartner, Financial Services Tax, Wealth & Asset Management, Ernst & Young LLPBoston, MAHedge funds––Suffolk University, College of the Holy Cross–
Vito FrondaEYPartner, Financial Services Tax, Wealth & Asset Management, Ernst & Young LLPNew York, NY–––Baruch College, Long Island University C.W. Post Campus–
Kerri A. KeeleyEYPartner, EY Americas Registered Funds Tax LeaderNew York, NYFund formation––––
Mark KirshenbaumEYPrincipal, Tax and Co-Leader, REIT Tax Practice, Ernst & Young LLPBoston, MAPrivate equity funds, Private credit funds +2––––
Miriam KleinEYTax Partner, Wealth and Asset Management, Ernst & Young LLPNew York, NYFund formation––––
Damien MartinEYPartner, EY Private Tax and Financial Services Organization, Ernst & Young LLPChicago, ILPrivate equity funds, Hedge funds––UC Berkeley, Golden Gate University–
Susanne MorrowEYEY Private Tax PartnerSan Francisco, CAPrivate equity funds, Venture funds +1––UC Berkeley–
Michael RussoEYPartner, Financial Services Tax, Wealth & Asset Management, Ernst & Young LLPNew York, NYHedge funds––Hofstra University–
Joel SlagerEYPartner, Wealth & Asset Management, Ernst & Young LLPChicago, ILPrivate equity funds, Hedge funds––Bryant UniversityNuveen Investments
Amy B. SnyderEYPrincipal, Financial Services Tax – Wealth and Asset Management, Ernst & Young LLPPhiladelphia, PAPrivate credit funds––Boston College, University of Notre Dame–
Franny WangEYEY US Principal, National TaxNew York, NY–––University of Pennsylvania, NYU–

Arrow keys move through the list, Enter opens a person, Escape closes. Facts from each firm’s public bio page; nobody pays to be listed.