Thomas A. Peters, CPA, CIPM

Director, Audit & Accounting
Investment Industry Group Leader
100 Witmer Road Suite 350 Horsham,  PA  19044
Email Thomas (215) 441-4600

Areas of Specialization:

Tom has a wide range of experience providing audit, Global Investment Performance Standards (GIPS), operational due diligence, and compliance services to firms in the investment industry.  In addition, he:

  • Helps clients maintain GIPS compliance while presenting their performance in the best light possible
  • Assists entrepreneurs with starting investment firms and investment funds
  • Performs operational due diligence for institutional investors seeking to understand operational risk at their investment managers and for managers seeking to better understand and control their operating systems
  • Assists with hiring personnel
  • Develops compensation methodologies

As the Investment Industry Group Leader, Tom works with a variety of investment managers, broker-dealers, investment funds, and institutional investors.

 Background:

Tom joined Kreischer Miller in 1991 upon graduating from Bloomsburg University.

 Professional and Business Affiliations:

  • CFA Institute – Member
  • GIPS Executive Committee (EC) — Member; the EC is responsible for the strategic development, promotion, and implementation of the GIPS Standards.
  • Pooled Fund Working Group Advisory Team — Former member; The team is organized to assist with issues surrounding the GIPS standards and pooled funds.
  • GIPS Verification Subcommittee – Former member; this subcommittee supports the GIPS EC and Technical Committee in governing the GIPS Standards.
  • United States Investment Performance Committee (USIPC) – Former member; the USIPC serves as the U.S. country sponsor of the GIPS Standards.
  • American Institute of Certified Public Accountants – Member
  • Pennsylvania Institute of Certified Public Accountants – Member

Education and Certifications:

  • Certified Public Accountant in Pennsylvania
  • Certificate in Investment Performance Measurement (CIPM)
  • M.B.A. – Finance, LaSalle University, Philadelphia, PA
  • B.S. – Accounting, Bloomsburg University, Bloomsburg, PA