Position

Partner

Index

Tax Lawyers

Legal

US & East Coast Tax Lawyers

Location

Westchester County

Advice type

Family offices

Investment

Sustainable investing

Client Types

Fund managers

Private equity

Sector Focus

Accounting

Business and Consumer Services

Investments and Asset Management

Customer Type

Tax adviser

Marc Rinaldi

Spear’s Review

Marc Rinaldi is the managing partner of PKF O’Connor Davies, an accounting and advisory firm that ‘holds itself to a higher standard – going beyond passive value calculation to active value creation’.

Rinaldi is known for his expertise in sustainable investing, alternative investment accounting, reporting and valuation, due diligence, portfolio performance and risk reporting. His background in finance – he has worked in hedge funds and as a director of strategic trading at Bank of America – means he is in a strong position to advise clients such as family offices, private foundations, endowments, private equity, hedge funds, venture capital, infrastructure and real estate funds.

Rank: Recommended

Recommended 2023, Tax Lawyers

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