Cory R. Stewart, CPA

Cory, a partner in our Investment Management Group, provides services for registered and unregistered investment companies.

Cory has 13 years of accounting, auditing and tax experience dedicated to the service of investment companies, both registered and unregistered.

Cory has experience with many types of investment companies, including:

  • Domestic and international equity funds
  • Multi-advisor structured funds
  • Master-feeder funds
  • Currency funds
  • Exchange-traded funds
  • REIT funds
  • Commodity funds, including those investing with a controlled foreign corporation structure
  • Cayman Islands registered funds
  • Private equity funds of funds

Cory maintains a current understanding of the accounting, audit, tax and financial reporting issues affecting investment companies, for example:

  • Private investments in public entities (Pipe) investments
  • Options written
  • Shorts
  • Partnership accounting
  • Private company valuations
  • Life settlement contracts

Education

  • St. Joseph’s University- Bachelor of Science, accounting

Associations 

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