Joseph Jerkovich CPA

October 19, 2017

Joseph Jerkovich serves as President of R&T. In this role, Mr. Jerkovich creates, communicates and implements the organization’s vision, mission, strategy and overall direction. He also guides, directs and presides over the executive committee, whose responsibilities are the functional areas of the organization.

Prior to joining Reich & Tang in 2004, Mr. Jerkovich was Vice President and Chief Investment Officer at Winklevoss Consulting. In addition, Mr. Jerkovich held senior management positions over eight years within the US operations of the Caisse des Depots et Consignations (“CDC” predecessor to Natixis) focused on accounting, operations, fund administration for the investment management and capital markets businesses. Mr. Jerkovich joined CDC from KPMG Peat Marwick, where he provided tax consulting services to international banks and financial organizations, including CDC.

Mr. Jerkovich received his M.B.A. from New York University, and his Bachelor’s in Business Economics from the University of California at Santa Barbara.