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Friday, January 04, 2013

An Auditor Names a Fifth IM Partner

Reported by Tommy Fernandez

Accounting firms are among the vendors beefing up their services to the mutual fund industry.

Case in point, Philadelphia-based firm BBD has promoted Lori Ehleben to partner in its investment management group.

Ehleben, who before BBD had been a manager at Philly accounting firm Tait, Weller & Baker, now joins fellow partners Michael Boyle, John Braun, James Kaiser and William Kouser in directing the group.

Company Press Release

BBD, LLP Welcomes Lori Ehleben To The Firmís Partnership

-Ehleben is 5th Partner Dedicated Exclusively to the Service of the Firmís Investment Management Industry Clients-

PHILADELPHIA ó January 3, 2013 ó BBD, LLP, today announced that Lori C. Ehleben, CPA, a principal in the firmís Investment Management Group, has been promoted to partner.

Ehleben has dedicated her more than 20-year career in public accounting to the service of the investment management industry.

ďLoriís attention to client service as well as her significant expertise have been instrumental in the continued dynamic growth of our firmís Investment Management Group,Ē said Michael Boyle, managing partner of the firm. ďShe is a stellar representative of our firmís culture and of the future of BBD.Ē

Ehleben now joins partners Michael Boyle, John Braun, James Kaiser and William Kouser in directing BBDís Investment Management Group, which is among the top practices in the United States serving registered and unregistered investment companies, investment advisors, and securities broker/dealers. Ehleben earned a Bachelor of Science degree with a major in accounting from Temple University. She is a member of both the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.

About BBD

BBD, LLP is a nationally recognized, PCAOB-registered firm of Certified Public Accountants located in Philadelphia, Pennsylvania. The firm specializes in providing services for the investment management industry.

Our firmís 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.

In order to provide regular insight and analysis on the issues and challenges facing the investment management industry, BBD maintains a blog, investmentcompanynotebook.com.

BBD also is sought out regularly by the nationís premier financial media to discuss issues and challenges facing the industry. In the past several months, BBD has commented in Money Management Executive, Ignites, Fund Director Intelligence, and Onwallstreet.

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