Marcy Kempf Email & Phone Number

As an assurance partner at Cohen & Company, I provide audit and consulting services to a variety of entities in the investment industry, including mutual funds, exchange-traded funds (ETFs), collective investment trusts (CITs) and hedge funds, and I have experience with some of the largest fund-servicing companies nationwide. I work with a mix of equity, fixed income, international, fund-of-funds, closed-end funds and private fund complexes. I am experienced in the issues facing newly organized funds and funds with valuation challenges, and I also have expertise in complex investments and derivatives, short sales, affiliated issuers, international securities and commodity funds. My goal is to always leave clients in a better position than when they first came to me. My service approach includes not only providing sound technical advice, but also using my expansive network to connect clients to other industry leaders whenever possible. As Partner in Charge, Markets and Industries, I also play an active role in the firm’s growth through its business development and marketing initiatives, spanning several industry and geographic markets. This includes providing strategic direction regarding client experience, growth and branding initiatives. My clients – both investment advisors and board members alike - benefit from the unique perspective and additional depth that come from my activities in this area.

Listed skills include Sec Filings, Financial Reporting, Auditing, Accounting, and 6 others.

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  Xavier University - Williams College Of Business

  Summa Cum Laude