BBD Welcomes Leonard Boclair To The Investment Management Group

Posted by admin on Mar 22, 2017 9:00:00 AM

BBD is pleased to announce the addition of Leonard D. Boclair to the firm's growing Investment Management Group. Len has dedicated his 30-year career in the investment management industry to the tax, accounting and financial reporting needs of investment companies. He joins BBD as a tax manager.

Len BoclairPrior to joining BBD, Len was a mutual fund tax manager with Lincoln Financial Group.

At Lincoln Financial Group, Len managed the tax services and tax work cycle for the Organization's 90 proprietary regulated investment companies, including both equity and fixed income funds and funds with derivatives of varying complexity. Len's responsibilities for the funds included:

  • Tax return filing
  • Tax provisions
  • Establishment of tax policies related to tax adjustment calculations and fund dividend payments
  • Compliance with Sub Chapter M rules
  • Tax treatment of potential new investments in the funds

Len's experience also includes more than 15 years with BNY Mellon Asset Servicing and its predecessor, PNC Global Investment Servicing, where he served in both tax management and fund accounting management roles.

Because of Len's extensive experience in both the tax services and fund accounting arenas, he offers unique perspective on the tax challenges facing our clients. This complementary experience will add significant value to the tax services offered to BBD's clients.

Click here to connect with Len and to view his full biography. 

BBD's Investment Management Group provides audit and tax services for registered and unregistered investment companies, investment advisors and securities broker/dealers. Our affiliate, BBD Cayman, provides audit services for offshore hedge funds based in the Cayman Islands. For more information, please visit bbdcpa.com/investment-management.

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