Thomas A. Peters, CPA, CIPM
Director, Investment Industry Group
Areas of Specialization:
Tom is a Director in Kreischer Miller's Audit & Accounting group. Tom has a wide range of experience providing audit, Global Investment Performance Standards (GIPS), operational due diligence, and compliance and consulting services to firms in the investment industry. In addition, he:
- Helps clients maintain GIPS compliance while presenting their performance in the best light possible. We offer a complimentary GIPS initial assessment to help clients understand their current status.
- Assists entrepreneurs with starting investment firms and investment funds
- Performs operational due diligence for institutional investors seeking to understand operational risk at their investment managers and for managers seeking to better understand and control their operating systems
- Assists with hiring personnel
- Develops compensation methodologies
As the Investment Industry Group Leader, Tom works with a variety of investment managers, broker-dealers, investment funds, and institutional investors.
Background:
Tom joined Kreischer Miller upon graduating from Bloomsburg University.
Volunteer Activities
- GIPS Standards OCIO Working Group – Chairperson; the group is responsible for proposing GIPS standards for OCIOs.
- GIPS Verification Subcommittee – Member; this subcommittee supports the GIPS Technical Committee in governing the GIPS Standards.
- GIPS Technical Committee (TC) – Former Member; The TC is responsible for technical oversight of the GIPS Standards.
- AICPA Investment Performance Task Force – Former member; the Task Force is responsible for the application of Attestation Standards to the GIPS Standards.
Professional and Business Affiliations:
- CFA Institute - Member
- American Institute of Certified Public Accountants – Member
- Pennsylvania Institute of Certified Public Accountants – Member
Education and Certifications:
- Certified Public Accountant in Pennsylvania
- Certificate in Investment Performance Measurement (CIPM)
- M.B.A. – Finance, LaSalle University, Philadelphia, PA
- B.S. – Accounting, Bloomsburg University, Bloomsburg, PA