Marc L. Rinaldi
Office: Harrison, New York
"Our senior team members have large-firm CPA and Wall Street business experience, providing a unique personal perspective of the Alternative Investment Industry. This enables us to develop innovative solutions for our clients across the entire service platform."
Marc Rinaldi is the Partner-in-Charge of PKF O’Connor Davies, LLP Financial Services; Director of Family Office Investments; and CEO of O’Connor Davies Administration, LLC. He is also Senior Managing Director of PKF Funds and Family Office, which includes PKF member firms in London, Scotland and Dublin. He has over 30 years of industry experience and is a leader in the fields of sustainable investing, alternative investment accounting, reporting and valuation, due diligence and investment and portfolio performance and risk reporting. His clients include family offices, private foundations, endowments, and private equity, hedge, venture capital, infrastructure and real estate funds; and broker-dealers. Marc creatively combines alternative investment, private fund and family office global technology and accounting and reporting solutions and systems to help streamline operations and improve timely and accurate reporting.
Marc’s accounting, trading and risk management experience includes: Goldman Sachs & Co.—New York and London; Merrill Lynch International Bank, Ltd.; Kleinwort Benson, Ltd.; and Bank of America, Ltd.—London. Marc serves on the New York State Society Investment Management and Private Equity Committees and Sustainability Committee. He is a Board Member of Family Wealth Report.
Marc recently presented on the impact of socially responsible investing on family office and private foundation investors at the firm’s annual Private Foundation Symposium and Investor Symposium; at the NYSSCPA FAE’s Sustainability Investment Leadership Conference; and at The Clearview Family Wealth Forum in London.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Sustainability Investment Leadership Council - Steering Committee Member
- Family Wealth Report - Board Member
- Managed Futures Association
- Greenwich World Hunger
- Certified Public Accountant (Connecticut and New York)