Gary R. Purwin is a Retired Audit Partner with more than 25 years of experience in the accounting industry. His industry experience includes auditing investment partnerships, including private equity funds, as well as providing a host of services to registered investment advisors. His experience also enabled him to provide comprehensive solutions with regards to organizational structure and tax considerations to his clients operating in this complex area. In addition, Gary holds a Series 27 license to be a financial operations principal (FINOP) with the Financial Industry Regulatory Authority (FINRA). He served as a FINOP for several broker dealers and was the engagement partner on many other broker dealer audits. Gary believes that his experience as being both a FINOP and an auditor of broker dealers allowed him to better service his clients in this industry.
Gary is also experienced in public company reporting. He is an active member in numerous accounting and industry trade organizations including the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). Gary is the current chair of the NYSSCPA Stock Brokerage Committee, which he has been a member of for more than 10 years
In addition to being a licensed CPA in New York, Gary is licensed in Connecticut as well. Gary earned his Bachelor’s Degree in Business Administration from Pace University.