I provide strategic guidance to investment firms seeking to safely and profitably maximize the value of their portfolios. I support a holistic view of portfolio performance that incorporates financial, operational, and tax compliance perspectives.
My background includes experience working with a private equity firm that invested in middle market companies. I’ve served as senior advisor to a number of private equity firms with assets under management exceeding $4 billion.
I am also proud to serve as a member of the School of Business Board of Advisors for one of New York’s leading universities.
Before joining MGO, I founded and managed Schwartz & Company, LLP, a regional CPA firm with offices in New York City, Bellmore, New York, and Boca Raton, Florida. Passionate about service, I am currently a member of several advisory boards for private and nonprofit companies.
Long Island University, Brookville, New York, M.A., Taxation
The City University of New York, New York, M.A., Education of Science
The City University of New York, New York, B.A., Accounting and Education