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Marc Gallagher, CPA, MST

Managing Director, Cohen & Co Advisory, LLC

Contact Information

mgallagher@cohenco.com
216.774.1268
  • Exchange-Traded Funds
  • Investment Companies
  • Investment Company Tax
  • Mutual Funds
  • Tax Services

Marc understands the importance of strong relationships. Whether a new client or a new staff member, he takes the time to know everyone on the team. Marc believes in open two-way communication, so clients never feel left in the dark, and he tries to bring a lighthearted tone to the often serious topic of tax.

Marc has worked in the investment management and funds industry, including multiple tax positions at Boston based advisers and service providers, since beginning his tax and accounting career in 1994. In 1999, he began working specifically in public accounting and spent over 20 years at a Big 4 firm, specializing in the taxation of Regulated Investment Companies (RICs), exchange-traded funds (ETFs), BDCs, fund-of-fund structures, blocker corps and hedge funds. Marc has extensive experience with ASC 740 and tax controversy issues specific to RICs. 

  • American Institute of CPAs 
  • Massachusetts Society of CPAs
  • Active volunteer with Pembroke Appalachia Service Project
  • Former coach for Pembroke Hockey, Pembroke Baseball and Founding Board Member and Treasurer for Pembroke Football and Cheerleading

A lifelong resident on Massachusetts’ South Shore, Marc’s great passions are family and hockey. He has played or coached hockey since childhood and continues to skate weekly with friends and some of his former players. In addition to playing hockey, Marc is a fan of college hockey, college football and Boston’s pro sports teams. With the youngest of their five children now in college, Marc and his wife look forward to their annual family vacation — Cape May and Cuttyhunk Island among their favorites.

Credentials & Education

  • Certified Public Accountant (Massachusetts)
  • Master of Science in Taxation, Northeastern University
  • Graduate Diploma in Accounting, Suffolk University
  • B.A. in economics, University of Massachusetts - Dartmouth
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"Cohen & Co" is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services.

Cohen & Company, Ltd. and Cohen & Co Advisory, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards.

Cohen & Company, Ltd. is a licensed independent CPA firm that provides attest services to its clients. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services to their clients and are not licensed CPA firms.

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