Withum is excited to announce that Colleen Fay, Partner, has been promoted to Practice Leader of the Firm’s Financial Services Team.
Colleen has over 20 years of experience in accounting with an extensive focus on the alternative investment industry. Her expertise is in tax compliance and consulting for hedge funds, private equity funds, venture capital funds, funds of funds, general partners, and management companies.
Her unrelenting dedication and sought-after experience have proven invaluable to her clients and the greater profession, providing real-time, innovative and personalized solutions to achieve investment goals while mitigating risk. Colleen is fully versed in domestic and international investment funds, understanding the complexities surrounding fund structures, which brings a holistic approach to tax planning.
Active in Withum’s continuing professional education program, Colleen develops course curriculum and provides instruction for national and local training seminars. This, in addition to her experience, demonstrates Colleen’s exceptional leadership for Withum’s Women in Financial Services Team.
Colleen’s technical and leadership skills are second to none. With her exceptional client service and extensive industry relationships, the Financial Services Team will greatly benefit from her vision and stewardship.
Pat Walsh, Managing Partner and CEO
In her new role, Colleen is responsible for leading the Firm’s overall growth strategy and client experience for the Financial Services Team. She succeeds Tom Angell, effective July 1, 2024. Like Tom, Colleen believes in leveraging the power of a team, innovating for the future and delivering world-class client service.
About Withum’s Financial Services Team
Withum’s Financial Services Team is ranked nationally among the top advisory and accounting firms servicing venture capital firms, hedge fund managers, private equity firms, mortgage bankers, broker-dealers, credit unions, banking institutions, and regulated investment companies. They have a keen focus on dynamic, complex compliance with the PCAOB, SEC, FINRA, National Futures Association and Commodity Futures Trade Commission. The team’s experience spans many industries and includes over 300 Special Purpose Acquisition Company transactions, in addition to traditional IPOs.
