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Phone :
310.887.5200
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Email :
mwolf@rkco.com
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Marc Wolf is a principal in the Beverly Hills office of Rothstein Kass. 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 impacting 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.
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