Christie Kam, CPA

Accounting for Traders & Hedge Funds


ROLE AT FIRM

Ms. Kam has many years of experience working in a Big Four CPA firm, leading investment bank and a hedge fund. Ms. Kam focused her career on accounting, financial reporting and tax compliance for investment management companies, including hedge funds, mutual funds and investment companies. For Green, Neuschwander & Manning, LLC, Ms. Kam focuses her time on Tradelog accounting services for active securities traders in our trader tax practice and hedge fund accounting services in our investment management practice. She has an excellent resume and education, including in Beijing, China. Ms. Kam has been a valued member of our team for many years.

PRIOR WORK EXPERIENCE

Provided extensive accounting services for various hedge-fund clients including calculating a monthly NAV and fund performance, reconciliation for daily trades, cash, portfolio position, dividends, interests, corporate actions and custodial capital accounts. Responsible for preparing quarterly reports, annual reports, regulatory reports and all applicable supporting documents. Produced federal and multi-state tax returns. Planned and implemented financial statement audits from start to finish.

Goldman Sachs, Senior Hedge Fund Accountant, Hedge Fund Administration Group, Princeton, NJ
Zero Stage Capital, L.P., Senior Financial Analyst (Report directly to CFO), Cambridge, MA
PricewaterhouseCoopers, LLP, Senior Consultant, Investment Management Group, Assurance and Business Advisory Service, Boston, MA

EDUCATION

Bentley Graduate School of Business, Waltham, MA.)
Master of Science of Accountancy, May 1998 GPA: 3.5/4.0
Honor: Departmental Assistantship, Bentley scholarship (1996 – 1998)

Cornell University, Ithaca, NY 1994-95
Courses taken in Ph.D. program: Statistic methods, database management.
Honor: Sage Fellowship, Cornell University scholarship (1994 – 1995)

People’s University of China, Beijing, China
Bachelor of Science in Finance, June 1994. GPA: 3.8/4.0

CPA LICENSE & PROFESSIONAL MEMBERSHIP

Certified Public Accountant licensed by Massachusetts #20548 (www.cpaverify.org)
Certified Financial Analyst – CFA Institute®

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