Todd Pence, Cfa, Cpa Email & Phone Number

Cleveland, Ohio, United States

Virtera Partners provides investment advisory services to a handful of ultra-high net worth families. We provide confidential, customized advice and solutions based on each family's unique situation. As an independently owned platform, we can provide client-focused investment advice free from conflicts of interest. We specialize in constructing portfolios that are diversified across asset classes and include allocations to alternative investments such as private equity, venture capital, real estate, hedge funds, and commodities.

Cleveland, Ohio, United States

Parkwood is a large, single family office located in Cleveland Ohio and is responsible for managing a highly sophisticated investment portfolio that is diversified across asset classes. I was responsible for providing oversight to all aspects of the firm's investment operations and served as the risk manager for the investment portfolio.

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

Family Office

Cleveland/Akron, Ohio Area

Cleveland/Akron, Ohio Area

Conduct audits for mutual fund and hedge fund clientsPrepare tax provision work for mutual fund clientsImprove financial statement disclosure and presentationAssist clients throughout the financial reporting process

Assisted in preparation of federal and state tax returns Developed work papers supporting the tax returns filed by the company and its subsidiariesAssisted in providing information for IRS audits

Worked primarily with Cohen Fund Audit Services doing audit work for various mutual funds and hedge funds across the country.