Team

Victoria Pellegrino

Victoria Pellegrino, CPA

Partner, Financial Services Practice Leader

  • New York City
  • (212) 223-5082
Vickie Pellegrino is an Audit Partner of Grassi & Co. overseeing the firm’s financial services group. She is an accomplished financial services industry professional, having been in public practice and private industry for 30 years.  She specializes in providing accounting, tax, and consulting advice to a wide range of entities that include alternative investment funds, private equity funds, broker-dealers, and investment advisors.
 
Prior to joining Grassi & Co., Ms. Pellegrino was a Partner at Raich Ende Malter & Co., and previously served as the Chief Financial Officer for Moon Capital Management, a global alternative investment advisory firm in the emerging markets from 2006-2008, and for Bessent Capital, a global macro investment manager, from 2001-2006.  In her role as CFO, she was responsible for directing all financial accounting and operations functions for the investment funds and management companies in the US, UK, and Singapore.
 
She has spent 20 year in public accounting as a client service partner at national accounting firms with a concentration in clearing and non-clearing broker-dealer clients. 

She is a member of the Managed Funds Association, American Institute of Certified Public Accountants, and the New York State Society of Certified Public Accountants.  Throughout her career, she has served on a number of NYSSCPA and AICPA industry committees, has contributed to various industry publications, and has lectured at industry conferences.
 

The Sleeping Bears Awake, Grumpy - Bad News for Cryptocurrency

Victoria Pellegrino and Roger Lorence of Grassi's Financial Services were published in HFMWeek for their insights into the new hurdles regulators are introducing for the management of cryptocurrency.

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“Style Drift” a Big Problem for Fund Managers, Says SEC Investment Management Division (“SEC”)

It is standard practice for counsel drafting offering documents for investment funds, whether registered with the SEC or not, to describe the fund’s investment strategy.  Failure to describe the strategy would make the fund a type of “dark pool” (investing in a fund vehicle about which the investors are told nothing about what they are investing in).  

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Why Auditors’ Reports Are Likely To Get Longer And More Detailed

Auditors of public companies are required to follow standards set by the Public Company Accounting Oversight Board (the “PCAOB”), created in the wake of the Financial Crisis to improve reporting standards for public companies.  

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Alert: Validating Cyber Risks in the Cannabis Industry

With information gathered from assets in the underground (involved with the dark web) and conversations with federal authorities, investigations disclosed that, while there is no specific group actively targeting the cannabis industry, there are hackers focusing on three areas within the Seed to Sale lifecycle: research and extraction; growing; and consumption and retail operations.
 

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Alert: What Partnerships and Limited Liability Companies Must Consider Now


Tax legislation enacted in 2015 changed the rules for how partnerships (including limited liability companies and any other entity classified as partnerships) respond to audits by the Internal Revenue Service.  

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EAlert: Critical Tax Points for Funds, Their Managers and Investors

The impact of 2017’s Tax Cuts and Jobs Act (the “New Law”) on funds, their managers and investors is hard to understate.  In this executive summary of year-end tax issues to consider, we highlight issues for your consideration.  

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Gaining the Edge Conference 2019

Grassi is proud to sponsor the Gaining the Edge Hedge Fund Leadership Conference hosted by Agecroft Partners LLC at The Roosevelt Hotel in NYC on November 4-5, 2019.

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High NY Cannabis Business Soiree

Robert Bernstein, Partner at Grassi & Co. will be speaking at this highly enjoyable evening of delicious food, resfreshing drinks, and meaningful discussions with other Cannabis industry leaders.

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Education

    BS, St. John's University

Memberships

    Managed Funds Association

    American Institute of Certified Public Accountants  (AICPA)

    New York State Society of Certified Public Accountants.(NYSSCPA)
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