James N. Kinney, CPA

Partner, Financial Services

Practice Strengths

Mr. Kinney has been a partner at Weiser since 1989 and has directed his efforts primarily in the firm's assurance services department. Mr. Kinney also serves in the firm's Executive Committee.

Mr. Kinney focuses primarily on auditing financial statements and providing financial, tax, and regulatory consulting for a variety of financial services providers. Weiser's extensive list of clients includes brokers and dealers in securities, investment partnerships and hedge funds, (both domestic and offshore), mutual funds, Small Business Investment Companies, commodity pool operators, and investment advisers.

Mr. Kinney's services include consulting with clients on tax, accounting and other related matters within the financial services niche. Mr. Kinney routinely interfaces with investment advisers, fund administrators, and financial directors, providing advice on financial reporting and controls, regulatory compliance, tax strategies, and systems and back office support.

Mr. Kinney's other industry specialization include publishing, professional firms (law & engineering) and manufacturing companies.

Licenses

Certified Public Accountant, New York

Certified Public Accountant, Connecticut

Education

BS in Accounting, State University of New York at Albany

MS in Accounting, State University of New York at Albany

Affiliations

American Institute of Certified Public Accountants

New York State Society of Certified Public Accountants

Securities Industry Association - Financial Management Division

National Association of Small Business Investment Companies

Institute of Management Accountants, Long Island Chapter

Fair Media Council, Vice President

International Broker Dealer Association, New York Region


 

 

 

 

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