PE Tech Report

Richey May

9605 S. Kingston Ct.
Ste. 200

Englewood, CO 80112
United States

https://richeymay.com/industry/alternative-investments/

Contact:

303-721-6131

Founded in 1985, Richey May provides accounting and assurance, tax, management consulting services and technology solutions to clients throughout the United States. As a public accounting firm with hundreds of Alternative Investment clients in over 40 states, and relationships with many of the top service providers and specialists in the country, Richey May has a depth of specialized knowledge that few firms can claim. Our team combines the dedicated expertise found in a national accounting firm with the hands-on approach to client service you’d expect from a boutique provider – a unique model that allows us to bring expert solutions and strategies to your specific business needs.

Stephen Vlasak

Business Development Partner

Stephen Vlasak is a Partner in the Alternative Investment Practice at Richey May. He develops new client relationships for the firm, working extensively to market the firm’s top-notch audit, tax, and advisory services to hedge, private equity, venture capital, and real estate funds. Stephen enjoys his role as a connector in the business community and is very involved with providing introductions and advice that help newly launched entities grow and thrive.

In addition to the business development role, Stephen provides audit services to clients backed by over 20 years of audit experience within the commercial and financial service industries. Stephen specializes in alternative investment clients, including domestic and offshore hedge funds, broker dealers, investment advisors, commodity pools, master-feeder structures, and funds of funds. Stephen advises his clients on initial organizational structure, audit processes, the management of operational matters and regulatory needs.

Daniel O'Connor

Assurance Partner, Alternative Investments Practice Leader

Daniel O’Connor joined Richey May in 2014 as an audit partner leading our Alternative Investments Service Line. As the leader of that group, Daniel focuses on highly complex financial entities such as domestic and offshore hedge funds, fund of funds, REITs, broker dealers, ‘40 Act funds, commodity pools and asset/mortgage-backed securities partnerships.

Daniel gained experience in a variety of investment strategies and products during his 11 years at Rothstein Kass. He worked closely with instruments such as long and short securities, debt and structured credit instruments, swaps, commodities and futures, and private investments. Daniel has earned a reputation as a go-to resource in the transaction community when it comes to the valuation of asset/mortgage backed securities. He has performed numerous quality control reviews and valuations for highly specialized unique asset/mortgage-backed securities funds and lead the Registered Investment Company team at his prior firm.

Jon Sharon

Tax Partner

Jonathan Sharon joined Richey May in 2014 and serves as a tax partner specializing in alternative investment vehicles such as hedge funds, fund of funds, private equity funds, and venture capital funds. Prior to joining Richey May, Jon built his knowledge of this complex area of tax law while working as a tax manager at Rothstein Kass and before that at JD Clark & Company, a division of UMB Fund Services.

Jon has been recognized as a leader throughout his career and we’re fortunate to have him leading our tax team in this specialty. He has often served on and led teams that focused on improving systems, implementing best practices, and presenting internal and external training. Clients and peers alike value Jon’s opinions and insights on fund tax issues such as formation and structure, taxation of financial products, and tax law changes.

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