Ian has developed expertise in all aspects of the firm’s auditing and assurance services. He is particularly proficient with assisting public companies in their SEC regulatory filings under the Securities Act of 1933, the Securities Exchange Act of 1934, and the Sarbanes-Oxley Act of 2002. Ian has helped his clients navigate through business combinations as well as numerous public and private stock offerings. He is adept at preparing and coordinating all aspects of financial statement audits and other assurance services. While most of Ian’s expertise is within the financial services sector (banks, credit unions, hedge funds, investment companies, broker-dealers/RIAs), Ian has also worked extensively with a variety of manufacturing companies, not-for-profit entities, and employee benefit plans. He remains informed of the ever-changing rules and regulations affecting these industries and assists his clients in dealing with accounting and financial matters that impact their business.