Marc L. Rinaldi
Senior Consultant
"Our senior team members have large-firm CPA and Wall Street business experience, providing a unique personal perspective of the Alternative Investment Industry. This enables us to develop innovative solutions for our clients across the entire service platform."
Marc Rinaldi is a Senior Consultant with more than 35 years of industry experience. Marc is a leader in the fields of sustainable investing, alternative investment accounting, reporting and valuation, due diligence and investment and portfolio performance and risk reporting. He previously served as the Partner-in-Charge of the organization’s Financial Services practice; Director of Family Office Investments; and CEO of O’Connor Davies Administration, LLC. He is currently a Senior Managing Director of PKF Funds and Family Office, which includes PKF member firms in London and the Isle of Jersey.
Marc creatively combines alternative investment, private fund and family office global technology and accounting and reporting solutions and systems to help streamline operations and improve timely and accurate reporting. His clients have included family offices, private foundations, endowments and private equity, hedge, venture capital, infrastructure, real estate funds and broker-dealers.
Marc’s accounting, trading and risk management experience includes: Goldman Sachs & Co.—New York and London; Merrill Lynch International Bank, Ltd.; Kleinwort Benson, Ltd.; and Bank of America, Ltd.—London. Marc serves on the New York State Society Investment Management and Private Equity Committees and Sustainability Committee.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Sustainability Investment Leadership Council – Steering Committee Member
- Family Wealth Report – Board Member
Accreditations
- Certified Public Accountant (New York)
Education
- New York University Stern School of Business, Master of Business Administration degree in Taxation
- Lehigh University College of Business, Bachelor of Science degree in Accounting