Sarah K. Williams, CPA
Senior Manager
With a particular interest in long-term sustainability, Sarah focuses on the risks and opportunities that environmental, social and governance (ESG) presents. She helps provide clients with fund structuring, audit and tax compliance, SEC custody rule examinations, consulting and cybersecurity.
Sarah leverages her past experience working with various onshore and offshore investment partnerships/companies, commodity pool operators, funds of funds, private equity funds, mutual funds and registered investment advisors to bring a well-rounded understanding of the industry.
Certifications
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member
- 100 Women in Finance
Areas of Focus
- Wealth and asset management entities
- Audit and attestation services
- Environmental, social and governance (ESG)
- Custody rule independent verification
- Hedge fund and private equity partnership audits
- Private and closely held businesses
- Taxation
Education
Northern Illinois University- Master of science degree in accountancy
- Bachelor’s degree in business and economics
Recent Insights
Articles
What you need to know about the SEC’s new climate disclosure rule
Mar 25, 2024
ESG for private companies: How regulations will trickle down
Nov 15, 2022
How ESG strategy adds value for insurers
Oct 23, 2022
SEC steps up scrutiny of 12b-1 mutual fund fees
Oct 16, 2022
ESG regulations 2022: Where to focus your efforts now
Aug 24, 2022
ESG goes mainstream – are you prepared?
Jan 12, 2022
Custody rule checklist and key considerations for RIAs
Jan 25, 2021
Making sense of hedge fund tax allocations
May 20, 2020
Webinars
Your must-see guide to obtaining energy tax credits and other incentives
Jul 25, 2023
