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Karen Kerby is a Principal in both the Assurance Services and Outsourced Accounting & Business Support Services practices and has been with the firm since 2003. She specializes in audits of investment partnerships (including hedge funds, fund of funds, and private equity funds), outsourced accounting, and fund administration and accounting. Karen also conducts audits for broker-dealers, Registered Investment Advisors, and various nonprofit organizations. She has 30+ years of experience in the financial industry, nearly 25 years in public accounting specializing in working with investment firms. In addition, she also spent five years working with a major broker-dealer company and five years working with a commodity trading firm.
Karen is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. She is also a member of the New York State Society of Certified Public Accountants’ Investment Management Committee, Investment Companies Committee, and Private Equity Committee. Karen is a frequent participant at the Morris County Chamber of Commerce’s Women in Business functions and is a much relied upon contributor to both the firm’s hedge fund publication (Focus on Funds) and the audit section of its general newsletter (VantagePoint).
Karen received a Bachelor of Science in Business Administration from Bucknell University and is a licensed CPA in New Jersey.