Robert Velotta, CPA, MT

Rob’s unmatched expertise related to the investment industry’s most complex tax matters makes him an invaluable business resource to investment adviser clients and the various products they manage. At his core, Rob loves to help others gain clarity around sophisticated tax matters, conveying the nuances of investment products, tax structures and business principles in a way that truly sets him apart. His adaptability and broad industry knowledge provide the foundation to advise a variety of clients.

Beginning his public accounting career in 1999 working with publicly traded companies at a global firm, Rob has worked with a variety of clients, including real estate and other privately held businesses, business owners and high-net-worth individuals. Now a leader in the firm’s Investment Tax Services Group, he provides business and tax consulting and compliance services to investment advisers and the products they manage. Rob works within the registered fund space, including mutual funds, exchange-traded funds (ETFs), business development companies (BDCs), and interval and tender offer funds. Several of these funds have unique tax structures, including C Corporations or Real Estate Investment Trusts (REITs), and domestic or foreign blocker entities. In addition, Rob provides tax services to hedge funds, private equity and private credit funds, energy and infrastructure companies, digital asset funds and investment advisers. He works with start-up entities to multi-billion-dollar fund families and across most asset classes. Rob is also regularly called upon by clients and colleagues to serve as a technical resource for various items, including entity structuring, start-up and seeding of funds, RIC/REIT qualification considerations, taxation of investment products, Master Limited Partnership and other partnership investments, mergers and reorganizations, foreign investments and lender management structuring.

Noting the common needs of investment company clients and ultra-high-net worth families who deploy their capital into investments, Rob has expanded his focus to work with these families. He uses his knowledge of structuring and investments to help families formalize their family offices and execute a variety of income tax and other business strategies.

• ICI Tax Advisory Group
• John Carroll University (Instructor)
• Loggia Baranello (Former Trustee)
• Frequent presenter and author on issues affecting the investment industry
• Ohio Society of CPAs
• American Institute of CPAs
• Junior Achievement (Volunteer)
• CYO basketball and soccer coach
• Formerly served as a board member for the Greater Cincinnati Mutual Fund Association, John Carroll University Accounting Advisory Board, and Chair of the Board and Executive Committee member of Learning About Business

Rob is a resident of Willoughby Hills, Ohio, where he lives with his wife and three children. His plethora of hobbies mirror his diverse client base.