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DeMarco Sciaccotta Wilkens & Dunleavy, LLP is a full-service boutique accounting and advisory firm. With more than 75 years of collective experience at a leading U.S. accounting firm, our partners have earned the loyalty of clients nationwide. We are a Public Company Accounting Oversight Board (PCAOB) registered firm and have undergone peer review as administered by the American Institute of Certified Public Accountants. This is a program dedicated to ensuring that certified public accounting firms have quality control systems in place over their accounting and auditing practices. With clients ranging from start-ups to established companies, we offer a full range of compliance (audit, review & compilation), tax and accounting services for clients in the financial services, manufacturing & distribution, and professional services (attorneys, doctors, engineers) industries. Other key services include business valuation, due diligence, accounting outsourcing and collateral audits. As a founding member of The Focused Audit Alliance, we offer a specialized depth of knowledge in the broker-dealer, hedge fund and registered investment advisor sectors. Alliance firms offer the experience and technical skill of a large firm while retaining the personal service and competitive pricing our clients have come to expect.
The National Society of Compliance Professionals, Inc.(NSCP) is the only membership organization exclusively serving the securities compliance profession and has been for the past 25 years. NSCP is THE source for information, education, certification, networking and advocacy. NSCP's diverse membership includes 2000 plus professionals at investment advisers, broker-dealers, insurance companies, investment companies, hedge funds, and banks, as well as the law, consulting and accounting firms who serve them.
Smarsh® provides hosted solutions for archiving electronic communications, including email, instant messaging and social media platforms such as Facebook, LinkedIn and Twitter. Founded in 2001, Smarsh helps organizations manage and enforce flexible, secure and cost-effective compliance and records retention strategies. Smarsh offers integrated modules within its email archiving suite for classification and policy management, data-leak prevention and encryption. The SaaS (Software-as-a-Service) delivery model enables clients to eliminate IT infrastructure costs and minimize operating burden, while benefiting from Smarsh expertise in hosting large volumes of mission-critical client data.
Founded in 1879, Starkweather & Shepley Insurance Brokerage, Inc. (S&S) was recently ranked the 74th largest insurance brokerage in the world by Business Insurance magazine. S&S offers all lines of insurance including commercial and personal lines as well as one of the leading Employee Benefits Group in the country. Our Investment Industry Practice Group, led by Andrew Fotopulos, specializes in providing coverage such as Professional and Directors & Officers Liability, Fidelity Bonds and Cyber/Privacy Liability to financial advisors, investment management consultants, private equity, venture capital, mutual fund and hedge fund groups. Our team is dedicated to staying on top of issues that may affect our clients’ liability.
