John V. Braun Jr., CPA, MBA

John is a partner in our Investment Management Group and has nearly 20 years of accounting and auditing experience. 

His expertise with the complex accounting, audit, and tax issues related to investment companies includes:

  • Fair valuation and pricing issues
  • Multi-class preferential treatment considerations
  • Accounting for and implementation of Fulcrum Fee arrangements
  • Transitioning of accounting and tax records relating to fund mergers
  • Accounting and tax reporting of return of capital distributions
  • Registered adviser custody rules

John’s extensive experience also includes Service Organization Control engagements.

John has written for such publications as Ignites and Pennsylvania CPA Journal and regularly presents on GAAP, SEC regulations and GAAS to service providers, clients, and BBD personnel.

Prior to joining BBD, John served as a manager in the Forensic Litigation Consulting Group of a publicly owned, international professional services firm, where he provided consultation to Fortune 500 companies and national CPA firms on issues relating to GAAP, SEC Regulations and GAAS.

Education

  • Rutgers University- Bachelor of Science, accounting
  • Drexel University- Master of Business Administration, concentration in management information systems

Associations

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants