Robert brings nearly ten years of experience in public accounting providing tax consulting and compliance services to private equity entities within the fund cycle such as funds, investments, and upper tier promote and equity vehicles. He serves private equity clients with partnership income allocations, basis issues, and waterfall provisions, and helps them navigate the complexities around the use of blocker corporations in private equity structures. Robert operates at the intersection of tax and data analysis, combining data from different sources to provide business and tax solutions across groups of private equity entities concerning investor data tracking, withholding issues, and other investor reporting matters.
Robert began his career in public accounting at HCVT. He received a bachelor's degree, summa cum laude, in business administration from Biola University and a Master of Business Taxation, cum laude, from the University of Southern California. He is a Certified Public Accountant in California and Washington state.