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Katie Brandtjen

, Partner

CONTACT

Katie Brandtjen
Partner
415.357.4228

SPECIALTIES

  • Hedge Funds
  • Funds of Funds
  • Private Equity
  • Business Entity Tax
  • Personal Tax

CREDENTIALS / EDUCATION

  • Certified Public Accountant (CPA)
  • Bethel University: BA, Accounting
  • Baruch College: MS, Taxation

AFFILIATIONS

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants: Financial Products Taxation Committee
  • Baruch College “Executive on Campus” Program

Katie Brandtjen leads the Tax Practice in the firm’s San Francisco office and she is also a member of the Financial Services Group. Katie has more than 10 years of experience providing tax compliance and consulting services to hedge funds, private equity funds, funds of funds, and investment advisors.

Additionally, Katie plays an integral role in the firm’s training programs for the financial services staff and she actively shares her expertise as a mentor in the accounting industry.

Katie is a frequent speaker before professional groups on various tax topics of relevance to the alternative investment industry.

 

Contact Katie

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