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 primary roles serving as an audit partner for Keiter is managing client relationships, overseeing financial statement audits and custody examinations. 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 over 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, DE&I Committee, the James Madison University School of Accounting Executive Advisory Board and is the Treasurer and the Chair of the Finance and Investment Committee on the Board of Directors of J. Sargeant Reynolds Community College Foundation.

Insights from Andrew

Potential Changes Coming to the SEC’s Custody Rules in 2023

Key Comments from the SEC’s Proposal Affecting Private Funds

Are Additional Operating Burdens Coming for Private Fund Managers?

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