Unlock better decisions and performance
Making the right decisions faster is crucial for asset management firms looking to keep pace with changing moves and markets.
Yours is a continuous process of raising, investing and distributing funds — but many firms are seeing that process grow more complex as business and regulations change. And as more and more firms enter the market, you need a way to maintain your competitive edge while keeping compliant.
Wipfli can help, providing your firm with priority responses, accurate insights, technology-driven solutions and optimum compliance — all in one place.
Why Wipfli?
Wipfli’s asset management consultants deliver the answers and insights you need to make quick, confident decisions.
With clients ranging from private funds to multimillion-dollar public and private offerings, we provide a range of solutions to help firms define and achieve their objectives. We understand the asset management industry, with a wide range of experience that gives us first-hand knowledge of the complex regulations and requirements you face.
Outsourced services
Wipfli’s outsourced services provide you with tailored solutions for your back-office challenges, including compliance, accounting, operations, HR and technology. Let us take on the areas that cause you stress so that you can concentrate on value-added work.
Tax services
An effective tax strategy that balances opportunity and compliance is crucial for your growth. Wipfli’s tax team takes a proactive approach to our services, helping you navigate complex tax laws and apply strategies that reduce your organization’s tax burden.
Assurance services
Wipfli’s assurance services provide you with both assurance and actionable recommendations to enhance your organization. Our experienced professionals deliver comprehensive, industry-specific audit services, including custody audits, designed to help you grow and perform optimally.
Digital services
Drive digital success with Wipfli. Whether you want to gain efficiencies, leverage data or find new ways to connect with clients, Wipfli can help you adopt a strategy and technology infrastructure that meet your firm’s needs.
Organizational performance consulting
Wipfli’s organizational performance services can help you unlock the potential of your strategy, operations and people. We use proven processes and tailored solutions to help you create a high-performing organization and achieve sustainable growth.
Risk advisory services
Wipfli can help your firm navigate risk as you grow with our risk advisory services. From governance and regulatory compliance — including Custody Rule 206(4)-2 consulting and testing — to operational and technology risks, we can help you apply practical strategies and proven solutions to enhance your risk mitigation efforts.
Transaction advisory services
Get end-to-end support for your transaction with Wipfli. Our team is dedicated to your strategic and transactional needs with buy-side, sell-side, business valuation, tax and investment banking services. We’re ready to apply our industry knowledge and experience to help you achieve a successful outcome.
Our team
Ronald S. Niemaszyk
With over 25 years of experience, Ron Niemaszyk serves as an engagement principal to many of the firm’s flagship investment partnership and broker-dealer clients. In this role, he is responsible for supporting the delivery of audit and tax services as well as ensuring that clients’ goals and objectives are met.
Daniel K. Pastron, CPA, CGMA
Dan Pastron is a partner in Wipfli’s tax and small business services groups. He has practiced public accounting for more than 30 years, working almost exclusively with closely held businesses and their owners. Dan has truly become one of his clients’ most trusted advisors, with experience in audit, accounting, management advisory services, and taxation. He believes that clients require a flexible approach to business matters but an inflexible approach to quality of service. Clients appreciate his ability to provide the personal and continued attention to understand and best serve their needs.
Anna Kooi, CPA
Anna Kooi is a partner and leads Wipfli’s financial services practice. She has more than 20 years of experience in serving a variety of public and private clients in the financial services industry. Anna has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services.
Carlos Vega
Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.
Rusty A. Planert, CPA
Rusty Planert is a manager with Wipfli’s financial services group with over nine years of public accounting experience. He is responsible for managing audit and tax services for investment partnerships from engagement to delivery.
State of asset management industry
We interviewed asset management firms across the country to gain insight into the industry’s top priorities. See how their leadership is addressing talent, technology, client services and other critical areas:
