Scott adds value to PhalanxFS and the financial services industry through the efficient and timely process of preparing annual financial statements for the alternative investment industry. His main clients include hedge funds, fund of funds and private equity funds.
Scott holds a Bachelor of Science degree in accounting from the Silberman College of Business at Fairleigh Dickinson University in Florham Park, New Jersey. Scott began his career in public accounting at Rothstein, Kass & Company, where he performed audit and tax services for hedge fund and fund of funds clients. Scott went on to found Financial Reporting Technologies, LLC, the predecessor to PhalanxFS, where he prepared hedge fund, fund of funds and private equity fund financial statements from 2012 through 2019.
Scott maintains his Certified Public Accountant license in New Jersey, and he is a member of the New Jersey Society of CPA's.
Jacob adds value to PhalanxFS by having over 20 years of experience serving clients in the financial services industry. He strives to exceed client expectations in the timely and efficient preparation of financial statements as well as corporate level accounting, technology on-boarding and workflow design for efficient back-office finance management.
Jacob received a B.B.A. in Accounting, with honors, from Bernard M. Baruch College in New York, NY. After graduation, Jacob entered public accounting serving audit and tax clients at KPMG and D’Arcangelo & CO. Jacob then served as Chief Financial Officer at Inverness Management LLC for six years and later for over 7 years at FrontPoint Partners where he was an Executive Director, serving as Fund Accounting Manager for a multi-billion dollar multi-strategy fund. Jacob joined PineBridge Investments as Vice President/Senior Product Controller for their $4 billion hedge fund of fund division before becoming Chief Financial Officer, Chief Compliance Officer and Director of Operations at Senzar Asset Management.
Jacob is a Certified Public Accountant licensed in New York State.
PARTNER, MANAGING DIRECTOR OF FINANCIAL REPORTING
Since 2003, Andy has obtained invaluable knowledge and experience across many facets of the financial services industry. After obtaining a Bachelor of Science and Master of Science in Accounting from the Silberman College of Business at Fairleigh Dickinson University in Florham Park, New Jersey, Andy spent over 2 years as a Staff Accountant at GAF. He then moved to the world of public accounting in 2005, joining Rothstein, Kass & Company where he performed financial statement audits and tax services for a portfolio of financial services clients of differing structures.
In 2011, Andy joined Citi Hedge Fund Services, N.A. as an Assistant Vice President in the financial reporting group, where he completed and reviewed various types of financial statements for a variety of clients. In 2014, Andy joined a private investment fund based in Short Hills, New Jersey as its Manager of Finance & Compliance, where among his many responsibilities was a complete rewrite of the management company's compliance manual. Andy joined Stone Coast Fund Services, LLC in Portland, Maine in 2016 as an Account Manager of Financial and Regulatory Reporting, until joining PhalanxFS in 2019.
Andy is a licensed Certified Public Accountant in New Jersey and Maine, and is a member of the AICPA and New Jersey Society of Certified Public Accountants. He currently resides in Maine with his wife and their rescue dog, Chloe.