Craig Evans
Director at Kreischer Miller
Based in Philadelphia, United States
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Seniority
Director
Department
Finance & Accounting
Location
Philadelphia
Industry
Accounting
Company size
278
Contact information
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c•••••••@kmco.com
Phone
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Background
About Craig Evans
Audit and Accounting for the Investment Industry Financial Statement Audits of: Investment Managers Financial Advisors Investment Funds Broker/dealers Trust Companies Family Offices Consulting and Compliance needs of the Investment Industry Consultation and testing of systems and procedures used by investment managers SEC custody examinations SSAE [formerly SAS 70] Compliance testing Investment valuation due diligence Management and performance fee recalculations Agreed upon procedures Business valuation Tax return preparation and tax strategy development Consulting for internal technology employed by investment managers Executive search for investment manager personnel Global Investment Performance Standards (GIPS) Consulting advice on how to present GIPS-compliant investment performance results Verifications Composite examinations Review of advertisements for GIPS compliance Non-GIPS investment performance reporting Operational due diligence Understanding the potential operational and business risks from using an investment manager Assurance of proper internal controls and management of risks
Decision-makers
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