Financial Services

Withum’s Financial Services and Investment Group includes an elite team of specialists who keep our clients ahead of the curve on all audit, tax and compliance issues, serving venture capital firms, hedge fund managers, private equity firms, mortgage bankers, broker-dealers, credit unions, banking institutions and regulated investment companies.

Reference Guides | Click to Download

Emerging Manager
ProForma Alternative Investment
Private Equity
Venture Capital

Our Team

Jay C. Shepulski
Jay C. Shepulski
Robert S. Schachter
Robert S. Schachter
Kenneth J. DeGraw
Kenneth J. DeGraw
The information contained herein is not necessarily all inclusive, does not constitute legal or any other advice, and should not be relied upon without first consulting with appropriate qualified professionals.