Daniel Altschul

Back


HFA ROLES

  • HFA Midwest Co-Director

BUSINESS TITLE/FIRM

  • Partner – Financial Services Group, Baker Tilly
Daniel Altschul, a partner with Baker Tilly Virchow Krause, LLP, joined the firm in January 2016. He has more than twenty two years of public accounting experience supporting clients in the financial services industry. In addition to providing audit services, Danny consults on fund structuring, regulatory issues across a wide range of asset types, internal controls, and other business matters. He also serves as a leader in Baker Tilly’s financial services practice group, setting and implementing strategies for growth and developing the team.

Specific experience:
  • Specializes in alternative asset management clientele, focusing on domestic investment partnerships, offshore funds, hedge and private equity funds with various investment strategies (including insurance dedicated funds), and GIPS compliant engagements
  • Extensive knowledge of the accounting and regulatory aspects of investment strategies across various asset types, including equities, bonds, debt, derivatives, and private investments
  • Consults on a wide range of fund structures, including master-feeder structures, mutli-tiered partnership structures, managed account platforms, strategic investor relationships, and seed arrangements
  • Confers with all levels of client personnel (including investment managers, analysts, prime brokers, and third-party administrators) regarding accounting, business, and tax matters
  • Responsible for the preparation and issuance of financial statements and special reports
  • Analyzes clients’ internal control procedures and develops recommendations to improve operations