Josh Klavan

Background

About Josh Klavan

From rescuing and distributing food to local families in need within his community through the charity Josh founded, to supporting hundreds of engagement teams with complex business and financial accounting matters, Josh lives by Churchill’s credo of “We make a living by what we get, we make a life by what we give.” Channeling this passion for helping others and utilizing his extensive experience in the asset management industry, Josh serves clients that range from start-ups to leading investment managers. He has served nearly every type of alternative asset management client that our firm has. Josh leads as a partner delivering audit services working together with clients providing guidance and perspectives on their accounting and operational policies/procedures. His insights lead to strengthening clients’ control environments and his business acumen enables clients to maximize potential opportunities. Known for his genuine commitment to the development of those around him and overall calm demeanor, Josh creates deeply valued and trusting relationships by working with his clients, industry contacts and colleagues to identify and solve problems in an organized, thoughtful, and consistent manner. Outside of work and his philanthropic endeavors, Josh usually balances the rest of his free time with his family and their activities and being engrossed with the latest house project. Josh received his bachelor’s degree magna cum laude in Accounting from the Sy Syms School of Business/Yeshiva University and is a member of the AICPA.