Lydia Allen works supports the administration and operations of New Forests’ US business. She coordinates and leads both day-to-day office operations and long-term projects to improve functionality and support growth. She also supports financial administration for New Forests’ office and investments in the US. Lydia has extensive experience in front of house operations for hospitality, event management, training/certification coordination, EHS support, and executive support. She has a Bachelor of Science in Organizational Leadership from the McLaren School of Management at University of San Francisco.
Allison Blair supports the Australia-based forestry operations team through management of compliance and legal obligations across New Forests’ investments in Australia and New Zealand. She also manages the administrative and titling aspects of land properties managed by New Forests and is supporting the development and maintenance of operational compliance systems. Allison has over ten years’ experience in property law and has worked with a number of legal firms in Sydney, acting on a wide variety of property transactions. She has extensive experience in handling leasing and conveyance matters across all of the states in Australia and coordinated many property legal due diligences for national institutional clients. Allison has bachelor degrees in Law (Honours Class II) and Economics from the University of Sydney. Allison is admitted to practice as a solicitor and barrister in New South Wales.
Dan Bridgman is a part of New Forests’ investments team and contributes to the acquisition and investment process in the Australia-New Zealand region. In this role Dan is responsible for investment origination, deal negotiation, transaction structuring, and execution as well as reporting to the regional Investment Committee. Dan has over 10 years’ experience in funds management and asset management for large institutions and banks in Australia and New Zealand. Dan holds a Graduate Certificate in Financial Markets Analysis from Victoria University of Wellington, an LLB and BCOM from The University of Canterbury, and is an enrolled Barrister and Solicitor of the High Court of New Zealand.
James Bullen leads the operations team for New Forests’ investments in the United States, with oversight of timberland and carbon operations. James works closely with third-party forest resource managers and investment vehicle boards, bringing an emphasis on operational efficiency, technical rigour, and value creation to his oversight of New Forests’ investments in the region. James has more than 20 years’ forest management and investment experience, across all aspects of the management of large, FSC-accredited forestry projects, including establishment, silviculture, harvesting, forest engineering, sustainability, and marketing. James joined New Forests in 2008 and previously managed operations for the company’s investments and funds in Australia-New Zealand and Southeast Asia. His diverse experience includes forestry operations and management roles in Malaysia, Indonesia, Laos, Australia, New Zealand, the Solomon Islands, the United Kingdom, and the US. James has a Bachelor of Science in Forest Management from the University of Aberdeen in Scotland.
MaryKate Bullen leads New Forests’ sustainability and corporate communications programs, bringing more than a decade’s experience in sustainable forestry and land use issues to her passion for contributing to environmental and social solutions through responsible forestry investment. She has oversight for the company’s corporate sustainability, responsible investment, and impact initiatives, and represents New Forests in key external engagements and investment groups. MaryKate also leads corporate communications and media relations across New Forests globally. MaryKate joined New Forests in 2008, originally in the company’s advisory services team and also previously developed and managed New Forests’ corporate research program, producing policy analyses and market outlooks on key features of the timberland and environmental markets asset classes. MaryKate has a bachelor’s degree in Anthropological Sciences (Honors) with a specialisation in Population and Environment and a Master of the Arts in Latin American Studies from Stanford University.
Ed Coulter is responsible for the coordination of biological and financial analytics supporting the acquisition and operation of forest and carbon assets for New Forests’ investments in the US. He contributes to investment and management decisions with biological, financial, and strategic analysis. Previously, Ed worked for a timber company developing strategies and appraisals for timberland acquisitions and dispositions and developing long-term and operational plans for forest management. He has also worked in timberland investment, consulting, and for the US Forest Service, giving him diverse analytical experience integrating silviculture, finance, and forestry operations. Ed holds a Bachelor of Science in forest management from the University of California, Berkeley and a Master of Science in forest economics from North Carolina State University, Raleigh.
Matt Crapp is responsible for the operational management of the ANZFF2 and ANZFF3 fund assets in Australia and New Zealand. He has more than 20 years of operational forest management experience. Prior to joining New Forests Matt worked in a range of senior roles in state-owned forestry corporations in New South Wales and Victoria. Matt has a Bachelor of Science in Forestry from the Australian National University and an Executive MBA from the Royal Melbourne Institute of Technology.
Robert Hagler leads investor relations for New Forests’ US strategies and clients. Bob has more 30 years of experience in all aspects of forestry and timberland investments. Prior to joining New Forests, Bob was Principal of ForestEdge, LLC, a Registered Investment Advisor and timberland investment consultancy serving family offices and direct timberland investors. Over the past 20 years, he has held a range of senior positions including Head of Timberland Investment Strategy and International Portfolio Manager for both US and international timberland investments. Prior to that, Bob established and led Wood Resources International, an international forestry and forest product consulting practice that conducted research and projects in more than 70 countries around the world. Bob holds a bachelor’s degree in Forest Resource Management from Virginia Polytechnic Institute and an MBA from Penn State University.
Carrie Heng manages the implementation and monitoring of fund investments in Southeast Asia. This involves deal structuring, financial due diligence, negotiations, documentations, and operational support for New Forests’ acquisitions and assets under management in Asia. Prior to joining New Forests, Carrie spent seven years in infrastructure advisory, advising clients on various aspects across project lifecycles from project structuring through to transaction management. Carrie has worked on infrastructure transactions in Southeast Asia, the Middle East, and Australia. She has a Bachelor’s degree in Accounting and Marketing and a Master’s degree in Finance from Monash University, Australia.
Ray Hook undertakes forestry and financial modelling and analysis related to New Forests’ investments in New Zealand and Australia. Prior to joining New Forests, Ray held a number of operational forest management roles and has a broad experience base including contract and contractor management, supply chain planning and logistics, forestry valuation, investment analysis, long-term and tactical planning, and domestic, export and stumpage sales management. Ray has a Bachelor of Commerce (Supply Chain Management and Forestry) from Lincoln University and an MBA with Distinction from Massey University.
Alexander Kuprasov supports the acquisition and investment process for New Forests’ investment activities in the Australia-New Zealand region. This includes contributing to the development of the investment pipeline, managing the due diligence process, contributing to financial modelling, and supporting reporting to the Investment Committee and clients. Alex has over 12 years of professional experience, spanning both operational and investment roles. Before moving permanently to Australia, he was a principal at a Kiev-based private equity fund, managing over $650 million of investments from IFIs, institutional investors and family offices. Earlier, he held a number of roles in leading Norwegian, US, and Ukrainian property companies, where he identified, structured, and executed real estate transactions. Alex has a Bachelor of Business from International Christian University in Kiev and an MBA from Melbourne Business School.
Michael Lee provides technical forestry, quantitative, and modelling support for New Forests’ Australian and New Zealand assets, focusing on asset management functions. Michael brings more than six years of experience in forest investment and management consulting in Oceania. He is experienced in resource analysis, forestry operating models, investment analysis, and strategic asset planning. Michael has a Bachelor of Forest Science from Melbourne University, an MBA from the Melbourne Business School, and is currently undertaking level 2 Chartered Financial Analyst qualifications.
Eric Lewis-Clark supports New Forests’ forestry and carbon investments in the United States, primarily related to acquisitions and operations through spatial and quantitative modelling of forestry and carbon assets. Eric has experience in using LiDAR and other forms of aerial imagery for calculating forest biometrics and performing statistical analysis as well as field operations for carbon project development. Eric joined New Forests in 2018 after having supported field operations on New Forests’ carbon projects in Alaska in 2017. He previously worked as an analytical chemist before transitioning to science-driven analytics in the forest sector. Eric has a Bachelor of Science in Chemistry from Binghamton University (SUNY) and a Master of Environmental Science from Alaska Pacific University.
Sean Lloyd supports New Forests’ investment program in Southeast Asia, bringing a background in operational forestry modelling and resource management. In this capacity, Sean works with New Forests’ investees in the region and to support fund operational modelling, due diligence, and resource management activities. Sean previously worked in New Forests’ investment analytics team in Sydney focusing on investments in Australia and New Zealand. Sean has a Bachelor of Forestry Science degree from the University of Canterbury.
Jonathan Loevner leads acquisitions for New Forests US’ timberland asset management and forest carbon project finance strategies. His responsibilities include investment strategy, deal origination, due diligence, transaction structuring, counterparty negotiation, and transaction closing. Jonathan also manages the sale of forest carbon credits. Prior to joining New Forests, Jonathan served in various roles in the acquisition and divestiture group at the Weyerhaeuser Company, including as a transaction manager and valuations analyst. His experiences includes having performed timberlands valuations for hundreds of transactions and having built and managed complex timberland portfolio models. Before launching his career in timberland investing, Jonathan served as a natural resource and finance policy advisor to a member of the US Congress. He holds a Master of Forestry and Master of Business Administration from Yale University, where he was a Wyss Conservation Scholar, as well as a Bachelor’s degree in Latin American History from Carleton College. Jonathan is a member of the Forest Stewards Guild.
Jamie Lord manages agricultural investments within New Forests’ Australia-New Zealand forestry funds. This includes reverting properties to agriculture outside of the core forestry estates and maximising the value of rural real estate assets through a strategic disposition process. In his role, Jamie contributes to investment thesis and financial model development, evaluation of opportunities, structuring, and deal execution as well as ongoing portfolio management. Jamie has experience working on pre and post farm gate transactions in several countries, though primarily in Australia and New Zealand. Previously, he worked as a banker for two of Australia’s largest financial institutions, managing agricultural supply chain clients in Australia and New Zealand across a broad range of agricultural industries, including several large, unlisted, agriculture focused funds and companies. He has a Bachelor of Business (Accounting & Finance) from Charles Sturt University and is currently completing a Master of Applied Finance (Corporate Finance and Advisory) from Kaplan Professional.
George Mackarness is a member of the Investments team, providing investment and acquisition expertise for New Forests’ activities in the Australia-New Zealand region. He provides investment analysis, transaction management and structuring, management of the investment pipeline and acquisition due diligence coordination. George also assists with investment compliance for our Social and Environmental Management System and conducts research focusing on forestry markets in the region in support of investment strategy. George joined New Forests in 2015 and has a Bachelor of Science (Forest Science) and a Bachelor of Commerce, majoring in Finance, from the Australian National University in Canberra.
Gordon Mansfield is a member of New Forests’ Australia-New Zealand operations team with primary responsibility for the management of New Forests’ Australian softwood plantation assets. Gordon has over 20 years of forest management experience, working in forestry companies ranging in size from boutique to industrial with estates in both Australia and New Zealand. Gordon has a Bachelor of Science (Environmental) from the University of Western Australia, and is a voting member of the Institute of Foresters of Australia.
Phil Mason is an experienced forester responsible for the operational management of assets in Australia, with primary responsibility for the New Forests’ first Australia New Zealand Forest Fund, which consists of approximately AUD 1 billion of assets comprising approximately 140,000 hectares of hardwood plantations, 85,000 hectares of softwood plantations, and softwood sawmilling assets. Phil’s forestry career includes more than 20 years’ experience in operational forestry and consulting with diverse experience throughout Australia, the Pacific, Asia, and South Africa. Phil has a Bachelor of Science in Forestry from the Australian National University and an MBA from the University of Western Australia.
Crew Mayne is a member of the Investment Analytics team, providing acquisition and strategic modelling for New Forests’ Australia-New Zealand assets. His background includes work in operational forestry, logistics analytics, and valuation and acquisition modelling in both the REIT and TIMO spaces. Crew joined New Forests in 2018 and holds a Bachelor of Science (Forest Resources) and a Master of Forest Resources (Forest Business emphasis) from the University of Georgia.
Amanda Naismith supports New Forests’ forestry and rural land assets portfolio in Australia and New Zealand. Amanda has a background in natural resource management combined with nearly 10 years of forest industry experience. She is responsible for the operational management of two assets in Australia and oversees third-party property managers compliance with New Forests’ Social and Environmental Management System. Amanda also manages procurement of valuation and tree crop insurance services across all ANZ assets. Amanda is a member of the Forest Stewardship Council (FSC) Australia Board of Directors and previously represented the plantation industry throughout the development of the Australian National FSC Forest Management Standard. Amanda has a Bachelor of Applied Science (Environmental Science) from Charles Sturt University.
Maria Nally leads New Forests’ Australia-New Zealand (ANZ) Investment Analytics team, which conducts financial and forestry modelling and analysis related to New Forests’ investments. Maria oversees the quantitative analysis of forestry assets in acquisition and works with the operational teams once assets are acquired. Before joining New Forests, Maria gained broad operational experience in Australia with a focus on hardwood estate management having held roles as an operations forester in Tasmania and South Australia. Maria has a double degree in Forestry Science and Economics (1st Class Honours) from the University of Canterbury in New Zealand.
Simba Ndemera is responsible for the accounting and finance functions of New Forests’ US business, including oversight of funds accounting, financial reporting, and regulatory compliance. Simba works closely with the US operational and corporate teams to improve financial processes and systems with a view toward scalability for future growth. Simba also manages the relationships with New Forests’ vendors who provide banking, audit, tax, and SEC advisory support. Simba has over 20 years of experience leading international corporate finance and accounting functions in the US, Europe, Oceania, and Africa. He has a Bachelor of Accounting Science degree from the University of South Africa.
Nick O’Brien leads New Forests’ global Investment Analytics team, which conducts financial and forestry modelling and analysis related to New Forests’ investments. Nick oversees quantitative analysis of forestry assets in acquisition as well as the collaboration with operational teams to achieve optimal management outcomes once assets are acquired. This includes asset-level and portfolio-level modelling and reporting and analysis on key projects. He leads an experienced team in Sydney, Mt. Maunganui (New Zealand), San Francisco, and Singapore to ensure that New Forests applies a consistent and high-quality analytical approach to timber management and, where possible, added value through carbon products for regulatory and voluntary markets. Nick has a Bachelor and a Ph.D. in Forest Science from the University of Melbourne.
Jens Petersen is responsible for implementation and monitoring of fund investments in Southeast Asia. This involves deal structuring, financial due diligence, negotiations, and operational support for New Forests’ acquisitions and assets under management in Asia. Jens is a seasoned private equity professional with broad experience in emerging and frontier markets, with the majority of his career spent in Asia. He has nearly 10 years of financial services experience working in private equity funds where he accumulated extensive deal management experience in addition to strong technical investment skills. Jens has a BSc in Business, Asian Language (Chinese) and Culture, and an MSc in Applied Economics and Finance from the Copenhagen Business School, in addition to a Master’s in International Management from the Community of European Management Schools.
Mark Rogers is responsible for managing the Australia-New Zealand business and overseeing the investments in ANZFF and ANZFF2 and the deployment of ANZFF3. He manages a team of dedicated professionals in forestry operations, acquisitions, and financial analytics for Australia New Zealand with a key focus on clients service. He has nearly 20 years experience in real asset sales and acquisition, regulation, greenfields project development, and finance. Mark sits on a number of New Forests’ Investment Committees and operating company boards. He has also had extensive experience as a Non-Executive Director on numerous other real asset companies (such as Anglian Water, Electricity North West, and Hazelwood Power Corporation). Mark has a Bachelor of Arts, a Bachelor of Economics, and a Masters of Law from the Australian National University in Australia and is a graduate member of the Australian Institute of Company Directors.
Goetz provides technical forestry, quantitative, and modelling support for New Forests as part of the Investment Analytics team. Goetz takes a leading role in the development of data management and analysis in support of special projects, including for New Forests’ sustainability program and data warehousing initiatives. Goetz has been working as an analyst in the forestry industry for over eight years. His work brought him assignments in Asia, Europe, Australia, and New Zealand. He has worked on a broad range of projects focusing on the development and implementation of advanced technologies in the forest industry. These projects included the implementation of forest inventory software in Asia, the development of log export data collection software in New Zealand, and the utilisation of mechanised harvesting data in Australia and New Zealand. Goetz holds a B.Sc. in Forest Science from Germany and a M.Sc. in Forest Engineering from the University of Canterbury, New Zealand.
Geoffrey Seeto oversees New Forests’ timberland investment program in Southeast Asia, with 20 years’ experience in financial services, principally in private equity in the infrastructure, natural resources, and energy sectors. He is an experienced investor in the Asian region, having led, originated, and executed a wide range of transactions in various regulatory regimes. He has completed deals in Cambodia, the Philippines, Thailand, Laos, Malaysia, Singapore, Indonesia, and China. Outside of Asia, he has worked in North America, Europe, and Australia. Geoffrey was previously at KPMG, where he was Partner, Asia Infrastructure Markets. Geoffrey was also formerly Managing Director and Head of Investments for the China-ASEAN Investments Fund from 2009-2014 and has held senior positions investing in infrastructure for Babcock & Brown and ABN AMRO. Geoffrey has a bachelor’s degree in Economics and a Master of Laws from the University of Sydney.
David Shelton leads timberland acquisitions and dispositions programs for New Forests’ Australia-New Zealand forestry funds and is the co-portfolio manager for the company’s funds in the region. David manages a Sydney-based team responsible for sourcing and evaluating new investment opportunities, including structuring and executing transactions, financial analysis, business planning, negotiation, due diligence, and tax planning. He has experience working on investment transactions and research projects in more than 15 countries, primarily in Australasia. David has a Bachelor of Environmental Science (Honours) from Charles Sturt University and a MBA from the Australian Graduate School of Management.
Brian Shillinglaw leads New Forests’ US timberland and environmental market investment strategies. Brian’s expertise includes real assets and environmental market fund management, with a focus on the use of conservation finance techniques in real assets investment. His academic background includes a bachelor’s degree in Social Studies from Harvard University, a JD from Stanford Law School, a Master of Science from the Interdisciplinary Program on Environment and Resources at Stanford University, and doctoral research in historical ecology at Yale University.
Janet So is responsible for the development and maintenance of bid and portfolio models for acquisitions and assets under management in the United States. Her work guides fund product cash management, supports asset valuation, and provides financial and strategic perspectives on investments, business strategies, and fund structures. Janet has over 10 years of experience in asset management, with more than six years in equity research focusing on listed equity financial modelling and valuation analysis. She has also worked on financing in the solar industry with experience in investor reporting, solar asset modeling, and tax-equity structures. Janet holds a Bachelor of Arts in Business Economics from the University of California, Los Angeles. She is a California Certified Public Accountant as well as a Chartered Financial Analyst charter holder.
Oliver Somerville is responsible for the management information systems for New Forests’ forestry investments in tropical Asia and the Pacific. Oliver joined the New Forests Singapore office in 2014 and provides technical forestry, quantitative analysis, and modelling support for New Forests’ acquisitions and assets under management in Asia. Oliver is a forest assessment specialist with more than 10 years of international project experience spanning Southeast Asia, China, Australia, New Zealand, and South America. He specialises in providing forest owners and investors ways to describe, model, and value their forest assets – and to communicate this information clearly to stakeholders and clients. He has worked across transactional services, technical consulting and development, forest description development, biological asset modelling, and analysis. Prior to joining New Forests, Oliver worked in technical forestry consulting and for a leading resource information software provider to the industry in both the New Zealand and Singapore offices. Oliver has a Bachelor of Forest Science (Honours) from the University of Canterbury in Christchurch, New Zealand.
Paul Speed is the co-portfolio manager for New Forests’ Southeast Asian forestry funds, He jointly oversees the team of forestry investment and operations professionals in the region. Paul’s experience spans over 20 years, including nine years in the Solomon Islands in direct plantation forestry management and then eight years international forest industry consulting. He specialises in forest due diligence, investment appraisal, and operational management. Paul has a Bachelor’s degree in Pure and Applied Biology and a Master of Science in Forestry from Oxford University. He is a full member of the New Zealand Institute of Forestry, the Incorporated Society of Planters in Malaysia, and the Australian Institute of Company Directors.
Megan Struthers leads the company’s portfolio-related analytical work globally. In this role she is responsible for managing the development and implementation of portfolio modelling for fund investments across the business including Australia, New Zealand, USA and Southeast Asia. She works closely with the New Forests teams in Singapore, San Francisco, and Sydney to support New Forests’ investments through the development and maintenance of fund models as well as contributing to fund strategies and marketing, client reporting, acquisitions modelling, and asset-level and portfolio modelling for existing funds under management. In her role Megan leverages her technical expertise and global experience, so that she and the team are able to deliver outcomes that resolve complex issues and provide high-quality analytics to our clients and their investments. Megan previously worked in forestry operations for New Forests and has 20 years of experience in timberland investment analysis, portfolio management, forest management, and research. Prior to joining New Forests in 2008 she held forestry portfolio management and client services roles in the US, Australia, and New Zealand. She has also held operations forester roles in the US with both an integrated forest products company and TIMOs. Megan has a Bachelor of Science in Forest Management and Resource Conservation from the University of Washington and a Masters of Forest Science from Yale University.
Joanna Tan is part of New Forests’ investor services team and is based in Singapore. She is responsible for the fundraising and client services efforts for New Forests’ Southeast Asian funds and investment strategies. She also looks after the entire client relationship management process, including due diligence and ongoing investment monitoring. Joanna’s experience includes working with a variety of asset managers and accumulating significant institutional business development and client servicing experience for a predominantly Asian institutional asset owner client base since 2006. She was also involved in product development initiatives in some of her previous capacities and supports product development at New Forests. Joanna has a Bachelor’s degree in Biomedical Science from the University of Melbourne, Australia.
Janice Tay is responsible for managing all office and administration related duties for the Singapore office. Janice joined New Forests in 2013 and has more than 15 years of human resource and secretarial experience. She is adept in all aspects of office administration and supports the Singapore team through business support services and travel coordination. Janice graduated with a bachelor’s degree in Business Studies (Human Resource Consulting) from Nanyang Technological University.
Peter Tittmann supports timberland asset acquisition using geospatial analysis and data science. Peter has 15 years of experience developing and deploying geospatial tools and analysis in the forestry, energy, and water sectors, with a broad range of expertise in forestry including inventory, growth and yield modelling, harvesting/management operations, and ecological restoration. His doctoral work in Geography at the University of California, Davis employed aerial Light Detection and Ranging (LiDAR) in the task of individual tree detection and measurement. He comes to New Forests from the Center for Forestry at UC Berkeley where he managed a program focused on wood products and bioenergy development and also supported the development of the Forest Climate Action Plan, a multi-agency initiative to establish contributions of the California’s forest sector to climate policy goals. Peter has a bachelor’s degree in Environmental Studies from the University of California, Santa Cruz and a PhD in Geography from the University of California, Davis.
Marthe Tollenaar is responsible for environmental and social management of New Forests’ investments in Southeast Asia. This includes primary responsibility for supporting portfolio companies in compliance with IFC Performance Standards and FSC certification. In this role, Marthe assists the investee companies in the development of Social and Environmental Management Systems and works closely together with the local E&S teams. Marthe also focuses on ensuring that E&S issues are integrated into New Forests’ investment activities in the Asian region, supporting due diligence through operations. Marthe has more than five years of experience in E&S management in the forestry sector in emerging markets. She has a Bachelor’s degree in Biology from the University of Amsterdam and a Master’s degree in Environmental Biology from the University of Utrecht, The Netherlands.
Matt Wakelin supports New Forests’ forestry portfolio in New Zealand, contributing as a member of the company’s investments and operations teams in the region. He has over 20 years’ experience in forestry-related companies across both Australia and New Zealand. Matt has a Bachelor of Forestry Science from the University of Canterbury and is a member of the New Zealand Institute of Foresters.
Emily Warms supports New Forests’ carbon and forestry investments in the United States. She is primarily responsible for the development of forest carbon projects for the California carbon market and is involved in all aspects of project origination, design, implementation, and credit sales. Emily’s background is in forest ecology, carbon accounting, and climate policy. Her experience includes managing the forest program of a national carbon registry, where she served as the technical and programmatic lead for forest carbon projects under California’s compliance program. Emily has also worked at leading regional and national non-profits in roles specialising on carbon accounting and forest policy issues. She has conducted research on a variety of topics, including carbon markets, forest management, and restoration. Emily is a Society of American Foresters Certified Forester. Emily has a Bachelor of Arts in Biology and Environmental Studies from Williams College and a Master of Science in Natural Resources and Forestry from the University of Vermont.
Ed Warren provides technical forestry, quantitative, and modelling support for New Forests’ Australian and New Zealand assets, focusing on analytics for Investments and Operations. Ed brings a decade of experience in forestry valuation and asset appraisal, with geographic coverage across New Zealand, Southeast Asia, Africa, and Russia, including having previously worked for New Forests where he managed analytics for the company’s Asian investment program. He is experienced in resource analysis, mapping and inventory, forestry operating models, investment analysis, and feasibility studies. Ed has a Bachelor of Forestry Science with First Class Honours from the New Zealand School of Forestry at the University of Canterbury.
Mike Witkiewicz is responsible for the accounting and finance functions of New Forests’ US operations including fund accounting, financial reporting, and accounting and financial process improvement to support the growth of New Forests’ US business. He also manages relationships with New Forests’ advisors in the US that provide banking, audit, tax, and SEC advisory support. Michael has over four years of industry experience with a background in external auditing, ERP consulting, and fund accounting and financial reporting. He is an active California CPA and holds a Masters of Accounting from the University of Connecticut and a Bachelor of Accounting from Villanova University.