Rafael Beck is based at Integrated Solutions℠ Boca Raton, Florida office. Among his responsibilities, Rafael coordinates and supervises a specialized team of CPAs, portfolio accountants and book keepers who handle the financial activities and reporting of the firm’s asset management, broker-dealer and outsourced accounting clients.
He has extensive experience serving domestic and offshore hedge funds, private equity funds, funds of funds and broker-dealers. He provides advice on fund start- up issues including organizational structure, economic issues and general business consultation. Rafael also leads the firm’s financial statements preparation group, as well as manages key client relationships.
Since joining the firm in 2006, Rafael has been involved in the firm’s major practice expansion efforts, including launching the firm’s financial statement preparation group and expanding the firm’s service offerings to the general business community. Rafael also works with the firm’s staff on professional development matters. Prior to joining the firm, Rafael was at Ernst & Young, as a supervising senior accountant, where his work concentrated on audits of asset management clients. Previously, he was a senior hedge fund accountant at International Fund Services (N.A.) L.L.C., a fund services company providing accounting and administration services to asset management clients. Rafael started his professional career at Rothstein, Kass & Company P.C., CPA’s, specializing in audit and tax compliance engagements for hedge fund and broker-dealer clients.
Rafael received a B.B.A in Accounting from Pace University in 2000. He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants (AICPA) and serves as a member of the Investment Management, Stock Brokerage and Digital Assets committees of the New York State Society of CPAs (NYSSCPA). He also holds a Series 7 and a Series 27 license.