Mike Meckstroth, CPA, CGMA

Mike is committed to delivering value that goes beyond regulatory compliance. By taking the time to understand each client’s business, he helps identify opportunities for more effective and efficient operations — creating benefits that ultimately extend to shareholders and owners.

Since beginning his public accounting career in 2004, Mike has focused on providing assurance services to the investment industry, working primarily with registered investment advisers and their products, including mutual funds, exchange-traded funds (ETFs) and collective investment trusts. He works with clients ranging from startups to well-established fund families with more than 40 funds and total net assets exceeding $100 billion. These investment vehicles span a wide range of investment strategies, including multi-manager, complex derivatives and fixed income. Mike also has deep expertise in surprise custody examinations.

• Leads the firm’s surprise custody examination services; actively involved in recruitment efforts for the firm’s Assurance Practice
• Wisconsin Institute of Certified Public Accountants
• American Institute of Certified Public Accountants
• Former Board Member, Greater Cincinnati Mutual Fund Association

Mike lives in Milwaukee with his wife, four children and two bernedoodles. A lifelong sports enthusiast, he enjoys both watching and playing sports — especially golf. Mike has competed in several local tournaments, although his golfing time has been notably reduced since the arrival of his youngest children.