Jeff Haneline, CPA

Jeff’s easygoing and approachable personality helps him develop and maintain strong relationships and a real rapport with clients. Additionally, clients appreciate the unique background he brings to each engagement, often giving them more than they expect.

Having worked in public accounting since 2008, Jeff brings specialized expertise to investment company clients, including a prior role in fund administration for a third-party service provider and engagements with large institutional clients. With insight gained from “both sides of the fence,” Jeff delivers a unique, well-rounded perspective in his audit and consulting work with open- and closed-end mutual funds, exchange-traded funds (ETFs), hedge funds and their service providers. He plays an integral role within the firm’s ETF and Interval Fund Groups, where he not only serves a focused client base but also contributes actively to industry networking and thought leadership. Additionally, Jeff leads key initiatives around audit approach design and implementation for both the Registered Fund and Alternative Investment Groups.

• Active in the firm’s technical development, staff development, recruiting and communication efforts; leads engagement performance for the Registered Funds Group, overseeing the development of and adherence to policies and procedures related to audit engagements
• Frequent presenter and trainer for internal and external audiences
• Wisconsin Institute of CPAs
• American Institute of CPAs

Outside the office, Jeff is a passionate cyclist whose dedication has taken him from Berlin to Copenhagen, Milwaukee to Minneapolis, and Milwaukee to Traverse City on two wheels. When he’s not on the road, he enjoys live music, cooking and golfing. Jeff resides in Hartland, Wisconsin, with his wife, son and daughter.