Michael is a Member of CST Tax Advisors Chicago and is primarily responsible for its day-to-day operations and business development. Michael is a licensed CPA and has over 20 years’ experience in public accounting and has specialized exclusively in the securities/futures industry since 1992.
Over the years Michael has focused on the financial reporting and fund administration of hedge funds including new client setup of complex hedge fund structures including master/feeder, fund of fund, commodity, fixed income and private equity funds. In addition, Michael has been involved in the preparation of certified audits for those structures as well as for futures commission merchants, non-guaranteed introducing brokers and broker dealers and is currently the Partner-in-Charge of all firm certified audits. Moreover, he has had experience assisting with the daily accounting operations and daily segregation computation requirements of the firm’s non-clearing futures commission merchant clients as well as coordinating with clients in their development and testing of new accounting software packages. Michael’s experience also includes the preparation of federal and state tax returns.
After his graduation from the University of Illinois in 1986, Michael served in the accounting department of two futures commission merchants and clearing members of principal futures exchanges. He also served as the Manager of Accounting of Stotler and Company, a publicly traded futures commission merchant and was a member of the Public Offering Committee responsible for the transfer at mid-month of net assets from its original formation as a partnership to the public corporation. Subsequently, Michael served as Senior Accountant for Quantum Financial Services, Inc. a futures commission merchant.
Michael has also served as a panelist at the Chicago Booth Finance Club for graduate students looking to start their own money management firm as well as been featured in HFM Week.
Michael is FINRA Series7 (General Securities Representative) licensed and is a member of the Managed Funds Association, the Hedge Funds Association, the American Institute of Certified Public Accountants and the Illinois CPA Society.