Alternative Investment Group Leader
Beth Wiener is a Marcum partner and leader of the Firm’s national Alternative Investment Group. She also serves on the Marcum Diversity and Inclusion Committee and its regional Management Committee.
Ms. Wiener 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 regulation 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 entities and hard to value investments, such as derivatives, cryptocurrency, cannabis, real estate, life settlements, and credit strategies.
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.
Ms. Wiener spearheads the Firm’s service coverage in the three leading fund domiciles globally – the United States, Grand Cayman and Ireland, allowing the Firm to better serve hedge fund and private equity fund clients overseas.
Ms. Wiener joined Marcum in 1995. She speaks frequently on industry topics and has been quoted in various financial publications.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA), Investment Companies Committee
- Help for Children/Hedge Funds Care – Global Board Member
- Hedge Fund Association
- 100 Women in Finance