Meet Andrew

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Andrew serves as an advisor to Keiter’s financial services client base sharing his expertise in navigating the complex regulatory environment faced by broker/dealers in securities, investment advisors and alternative investment funds. As the team leader on the Firm’s Financial Services Industry team he possesses a comprehensive understanding of SEC and FINRA rules and regulations affecting the industry. His responsibilities include managing client relationships, overseeing financial statement audits as well as custody exams. Andrew focuses the majority of his time working with alternative investment and private funds continuing to expand Keiter’s fund client base through his thought leadership, marketing efforts and participation in various industry groups and events.  He has significant experience working closely with fund managers during new fund formation and partnering with their attorneys and third party administrators to address US GAAP and financial reporting issues.

With fifteen years of experience in public accounting Andrew also has expertise providing assurance services to Fintech and specialty finance companies, not-for-profits and foundations, technology firms and employee benefit plans. Andrew serves on the Firm’s Executive Committee, the James Madison University School of Accounting Executive Advisory Board and as an audit committee member on the Board of J. Sargeant Reynolds Community College Foundation.

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Association of Certified Fraud Examiners
  • James Madison University School of Accounting Executive Advisory Board
  • J. Sargeant Reynolds Community College Foundation Board
  • Virginia Commonwealth University
    • Master of Accountancy
  • James Madison University
    • Bachelor of Business Administration- Accounting and Finance

Insights from Andrew

2 Main Reasons for the Growth in Mega RIAs

What Private Fund Advisers Need to Know about the SEC’s Risk Alert

Updates on Regulation Best Interest (Reg BI)

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