Philip is a Managing Director at CBIZ Marks Paneth. To this role, he brings more than 20 years of experience advising clients in the alternative investments industry and financial services sector.
Philip specializes in providing accounting and advisory services to a range of financial institutions, including private equity firms and hedge funds, as well as broker-dealers and investment advisors. He frequently assists his investment advisor clients with the design and implementation of their internal policies and procedures and in their claim of compliance with the Global Investment Performance Standards (GIPS), enabling them to have a competitive advantage within their industry. Philip has additional expertise in performing verifications and performance examinations for large investment managers.
Prior to joining CBIZ Marks Paneth, Philip worked for a Top 10 national firm. He began his career at a Big Four firm, where he worked for ten years.