Beth M. Wiener is partner-in-charge of Marcum's national Alternative Investment Group practice. She oversees a team of experts dedicated to serving the unique audit, tax and consulting needs of hedge funds, private equity funds, funds of funds, management companies and their principals.
Ms. Wiener consults with clients on industry best practices, including GAAP compliance and internal controls, and counsels advisors on new fund launches and SEC and CFTC registration matters.
Since its founding in 2000, Ms. Wiener has developed the Firm's Alternative Investment Group from a niche service center into a national practice with a presence in each of Marcum's major markets. The group's expertise includes auditing, fund structuring, financial reporting, accounting services, tax planning, tax return preparation and consulting for funds of all sizes, structures, strategies and domiciles. In addition to traditional long/short equity funds and commodity pools, the group has in-depth knowledge of complex and hard to value financial products, including PIPEs, life settlements, derivatives, and credit-linked instruments.
In addition to responsibility for client services, Ms. Wiener oversees the growth of the national Alternative Investment Group practice as well as day-to-day operations, including business development, strategic planning, administration, and the setting of policies and procedures.
In 2016 Ms. Wiener spearheaded a joint venture that will allow the Firm to better serve hedge fund and private equity fund clients overseas. Located in Dublin, Marcum RBK (Ireland) Limited completes the Firm's service coverage in the three leading fund domiciles globally – United States, Grand Cayman and Ireland.
Under Ms. Wiener's leadership, in 2016 the Firm was ranked among the top 5 hedge fund service providers in accounting by Institutional Investor's prestigious Alpha Awards. It also received a High Commendation from the 2016 HFM Awards.
In addition, Ms. Wiener is on the steering committee of Marcum's national Women's Leadership Development Program, a cutting-edge initiative to help promote and nourish the careers of the Firm's female employees. She also has served on the Firm's Management Committee.
Ms. Wiener joined Marcum in 1995. She speaks frequently on industry topics and has been quoted in various financial publications.
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA), Investment Companies Committee
- Managed Funds Association
- Hedge Fund Association
- 100 Women in Hedge Funds
- The Alliance of Alternative Asset Professionals
- Help for Children/Hedge Funds Care - Global Board Member
Financial Statement Audits
New Fund Launches
Consulting on Fund Documents
Bachelor of Science, Accounting
State University of New York at Albany
Top 50 Most Influential Women in Business, Long Island Business News
My path to becoming national practice leader for Marcum's Alternative Investment Group really started with the birth of my twin girls. In 1995, I was ....
New York-based Marcum has opened its first office in Europe. Located in Dublin, Marcum RBK (Ireland) Limited is a joint venture with Russell Brennan Keane ....
Marcum has expanded its hedge fund servicing operations in Europe with the launch of
Marcum RBK (Ireland) in Dublin – a joint venture with Russell Brennan ....
Marcum LLP, a top national accounting and advisory services firm, today announced that it has opened its first office in Europe. Located in Dublin, Marcum
Beth Wiener joined Marcum LLP in 1995, a year or two before the firm took on its first
private equity project. "We got in the industry ....
In the audit table Marcum performed well, moving up to eleventh in the table as it boosted its fund count by 13.5% to 59 and ....
The Alternative Investment Group at Marcum LLP has been ranked among the top 5 hedge fund service providers in accounting. Institutional Investor's prestigious
Alpha Awards honor ....
Based in Melville, Wiener oversees the national alternative investment industry group’s day-to-day operations, including practice development, client service, strategic planning, department administration and the setting ....
I am fairly optimistic about the economy, and I think things will continue to improve. The June job numbers were better than expected, and companies ....
February 22, 2013
Beth Wiener, Partner-in-Charge, Alternative Investment Group, Interviewed by HedgeComm: "The Do's and Don'ts of Hedge Fund Marketing: Lessons Fund Managers Can Learn from a Service Provider"
Hedge fund managers will have the chance to market and advertise their funds once the JOBS Act rules are finalized. To get some insight into ....
December 07, 2012
Marcum LLP's Beth Wiener Joins Board of Hedge Funds Care
Summer is usually a time to relax and take a vacation, but not so if you are involved in regulatory compliance at a major hedge ....