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PRACTICE AREAS
With over 35 years of public and private accounting, business management, tax, compliance
and private equity administration experience, Mr. Posner is a valuable part of our Core
Strategic Team. Mr. Posner last held the role of Managing Director, Chief Financial Officer
and Chief Compliance Officer at Pacific Corporate Group (PCG), where he was responsible
for accounting, compliance and administration. Prior to joining PCG, Mr. Posner was a
partner with a Southern California regional accounting firm. Mr. Posner has extensive
management experience and specializes in private equities, Sarbanes-Oxley compliance
policies and procedures, 40 Act Funds and investment advisory compliance.
EDUCATION
B.A. Business Administration-Accounting, Bernard Baruch College
Certified Public Accountant, California
PROFESSIONAL AFFILIATIONS
President, Southern California Compliance Group
Member, California Society of Certified Public Accountants
- Private Equities
- Compliance with the ’33 and ’34 Securities Exchange Act
- Investment Adviser Compliance
- Tax & Private Accounting
With over 35 years of public and private accounting, business management, tax, compliance
and private equity administration experience, Mr. Posner is a valuable part of our Core
Strategic Team. Mr. Posner last held the role of Managing Director, Chief Financial Officer
and Chief Compliance Officer at Pacific Corporate Group (PCG), where he was responsible
for accounting, compliance and administration. Prior to joining PCG, Mr. Posner was a
partner with a Southern California regional accounting firm. Mr. Posner has extensive
management experience and specializes in private equities, Sarbanes-Oxley compliance
policies and procedures, 40 Act Funds and investment advisory compliance.
EDUCATION
B.A. Business Administration-Accounting, Bernard Baruch College
Certified Public Accountant, California
PROFESSIONAL AFFILIATIONS
President, Southern California Compliance Group
Member, California Society of Certified Public Accountants
| Philip Posner Chief Financial Officer & Senior Compliance Consultant |
Core Compliance & Legal Services, Inc.
Solutions for Today's Business
Solutions for Today's Business