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Thomas Edgar

CPA

Principal

As a Principal of the firm, Thomas ensures that the everyday activities of the firm run smoothly. Working closely with the Managing Principal and practice area leads, he is responsible for the oversight of operations and initiatives geared at improving efficiency and implementing best practice process, procedure, and new technology across the firm. Thomas also delivers tax compliance services to clients in addition to custom developed technology solutions.

Having spent many years in both public accounting and private company settings, he has significant experience with partnership and individual taxation, international taxation, accounting and auditing, investment accounting, and all manner of financial products/valuation. Along the way he gained considerable experience in technology and project management, developing and applying both custom and off-the-shelf technology solutions to a variety of tax, accounting, and administrative functions.

Prior to becoming a Principal, Thomas served as the firm’s Director of Operations for 6 years. Prior to that, he spent 8 years with two prominent multi-billion dollar global macro investment managers, working in varying capacities including fund controller, financial analyst, and tax director, serving fund vehicles and their investors (for both hedge fund and private equity platforms), as well as internal management company functions.

Thomas holds a New York CPA license and a Bachelor of Science in Accounting degree from Kean University.