Jonathan V. Mather, CPA

Jonathan Mather is a senior manager in our firm and has nearly 20 years of experience in the investment management industry, all dedicated to the service of investment companies.

Jonathan’s significant industry expertise includes the accounting, audit and financial reporting issues affecting various investment company structures and strategies, including:

  • Domestic equity funds
  • Bond funds
  • Money market funds
  • ETFs
  • Alternative investment funds
  • Tax-free funds
  • Business development companies
  • Master-feeder funds
  • Closed-end funds

Jonathan’s specialized expertise with investment companies includes:

  • Fair valuation and pricing issues
  • Fund mergers
  • Review of client tax provisions

Education

  • Temple University- Master's degree, accounting and finance

Associations

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