Areas of Specialization
Todd has extensive experience in the investment industry, including providing traditional audit services to investment managers, hedge funds, and broker/dealers, as well as performing custody examinations, in accordance with the Securities and Exchange Commission Rule 206(4)-2. Todd also performs GIPS verifications and composite examinations, and assists firms in implementing the GIPS standards. In addition, Todd performs due diligence throughout the United States and Europe to assist investors in understanding the operational risk inherent in their investment
Todd provides services to investment industry clients who manage virtually all asset classes, including equity, fixed income, private placements, structured credit, and private equity. He also has significant experience with various investment structures including hedge funds, funds of funds, and master feeders.
Todd also serves as the leader of Kreischer Miller’s Audit and Accounting Practice. In this role, Todd is responsible for managing the resources of the Audit and Accounting Practice including, training and recruiting, budgeting, serving as a resource on technical matters and development and maintenance of compliance policies and procedures.
Todd joined the Kreischer Miller in 1996 upon his graduation from DeSales University.
Professional and Business Affiliations
- American Institute of Certified Public Accountants – Member
- Pennsylvania Institute of Certified Public Accountants – Member
Education and Certifications
- Certified Public Accountant in Pennsylvania
- B.S. – Finance and Accounting, DeSales University