Michael Shankman is a seasoned CPA with expertise in partnership accounting and tax, high net worth individual tax, trust accounting and tax. He is currently the Chief Financial Officer at Summit Private Investments, Inc., a family office focusing on private equity and hedge fund investments. His responsibilities include managing family tax and investments, fund investments, corporate accounting, tax and audit, and supervising accounting staff and service providers. He has experience in managing multiple investment types and implementing web-based portfolio and reporting systems.
documents/EFTA01191060.pdf
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