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Beth Wiener CPA*

Partner-in-Charge – Alternative Investment Group
 

Office Location
10 Melville Park Road
Melville‚ NY 11747
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Contact
631.414.4230
beth.wiener@marcumllp.com
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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.

As well as responsibility for client services, Ms. Wiener oversees the Alternative Investment Group's day-to-day operations including business development, strategic planning, administration, and the setting of policies and procedures.

Ms. Wiener joined Marcum in 1995. She is a leader in the Firm's Career Development Program, managing curriculum development and serving as a coach and mentor for managers and directors. She also has served on the Firm's Management Committee and on the Board of the Women's Leadership Development Committee.

Ms. Wiener speaks frequently on industry topics and has been quoted in various financial publications. She is active with several charitable causes.

 
Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA), Investment Companies Committee
  • Hedge Funds Care - Global Board Member
  • Managed Funds Association
  • Hedge Fund Association
  • 100 Women in Hedge Funds – Angel Member
  • The Alliance of Alternative Asset Professionals
  • Juvenile Diabetes Research Foundation, Walk to Cure Diabetes
  • American Cancer Society, Making Strides Against Breast Cancer

Articles, Seminars & Presentations
  • Moderator: Women in Finance – The Alliance of Alternative Asset Professionals
  • Financial Research Associates
  • New York Society of Securities Analysts
  • InfoVest 21


Awards
  • Top 50 Most Influential Women in Business, Long Island Business News
Areas of Expertise
Key Clients
Education
  • Bachelor of Science, Accounting
    State University of New York at Albany
*Licensed by the State of New York
ASI Content Holder
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