Marc Wolf - 2nd Vice President

Marc Wolf is a principal in the Beverly Hills office of Rothstein Kass and a member of the Firm's Executive Committee. Marc's areas of specialization are focused within the Firm's Financial Services Group, specifically hedge funds, private equity, real estate and other types of investment partnerships, broker-dealers and family offices. He is a certified public accountant in California, Colorado, New Jersey, New York and Texas.

His experience includes advising clients on initial fund and broker-dealer organizational structure, real estate, supervision of audits and ongoing consultation with management regarding various operational and tax matters. He also advises clients on various regulatory issues affecting the industry. Marc regularly lectures on a wide variety of topics at securities industry and family office conferences, such as MAR, OPAL, Family Office Wealth Conference, Alternative Asset Summit, and Institute for International Research. He has served as a guest speaker for the Estate Planning Committee and Technology User Groups of the Los Angeles Chapter of the California Society of CPAs. Marc earned a Bachelor of Science degree in accounting from California State University at Northridge. He is a member of numerous CPA state societies, including the California Society of CPAs (CalCPA), and he has served as chairman of the Securities Industry Committee for the Los Angeles Chapter. In addition, Marc is a member of the American Institute of Certified Public Accountants (AICPA).

He has served on boards of various nonprofit organizations and currently serves on the Deans Council for the School of Business and Economics at California State University at Northridge and as a Director of the Mary Pickford Institute and the Beverly Hills Chamber of Commerce.

Board of Directors

Jason Gerlach
President

Bob Robinson
1st Vice President

Marc Wolf
2nd Vice President

Art Zwickel
Treasurer

Jay Gould
Secretary

Nour Daoud
Director

Robin Fink
Director

Scott Keys
Director

Kathlyne Kiaie

Director

Jim Lopiccolo
Director

Lee Michael Swartz
Director

Christopher Ainsworth
Chairman of the Board

 
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