Thomas M. Kerr is a director and co-leader of the Firm’s Midwest Alternative Investment Group. He also serves on the National Banking Practice Committee and has more than 15 years of public accounting experience serving banking and alternative investments clients.
Mr. Kerr oversees a team of advisors dedicated to serving the unique audit, tax and consulting needs of hedge funds, private equity funds, funds of funds, management companies, and their principals. He provides assurance services for financial services companies covering a broad range of products within the banking and capital markets sector.
Mr. Kerr 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. For alternative investments, he assists with fund structuring and financial reporting and has in-depth knowledge of complex entities, including hard to value investments, such as derivatives, cryptocurrency, real estate, and credit strategies.
Mr. Kerr also has extensive experience in servicing community banks, commercial banks, global banks, financing / receivable factoring firms, investment banks, clearing houses, broker dealers, stock transfer and trusts agents, fin-tech software firms, and employee benefit plans. He has worked with startups as well as multinational financial institutions in various capacities, and has experience with US GAAP, IFRS, SOX 404, budgeting, mergers and acquisitions, financial statement analysis, investment banking, credit impairment, leveraged financing, and complex tax structures.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Banking Committee
- Brokerage Committee
- Ohio Society of CPAs
- The Rotary Club