Eisner LLP, an accounting and business advisory services firm, has announced that Peter W. Testaverde, Jr. Nancy M. Grimaldi, Fredric S. Burak and Cindy Shen have joined the firm as partners in the Financial Services Industry practice group.
Peter Testaverde has more than 30 years of experience in the financial services specializing in analyzing the tax, accounting, and regulatory implications of specific trading transactions and recommending strategies to maximize leverage and minimize tax consequences. He has worked extensively with clients in broker-dealer regulations, with particular emphasis on Federal Reserve, maintenance margin and SEC net capital rules. Nancy Grimaldi has extensive experience serving clearing and non-clearing broker-dealers, hedge funds, commodity pool operators and registered investment advisors. Ms. Grimaldi has an in-depth understanding of operational and financial concerns and works closely with her clients in developing recommendations for improving internal controls and creating operating efficiencies.
Fredric Burak has more than 25 years of public accounting experience working extensively with financial services clients such as on- and off-shore investment partnerships/companies, commodity pool operators, fund of funds, investment advisors and broker-dealers.
Cindy Shen works with on- and off-shore investment partnerships/companies, registered broker-dealers, commodity pool operators and registered investment advisors. Ms. Shen's clients focus on various trading strategies including fixed income, futures, derivatives, distressed debts, public and private equities and fund of funds.