Carrie Zippi

WORK HISTORY

EDUCATION

ABOUT CARRIE ZIPPI

I was first introduced to the financial industry during an internship with a local CPA firm called Ashland Partners, where I was instantly intrigued by the complexity, opportunities, and challenges the investment management industry had to offer me. I was fortunate to gain full time employment upon graduation and thus, began my professional career with determination and excitement. I have always been a highly focused, disciplined, organized, growth minded, and ambitious person. As a young professional, I saw many opportunities to increase my knowledge base and continued to challenge myself professionally by helping launch various business lines of the organization. As things go, a little bit of faith and a lot of hard work, I eventually was brought into the partnership of Ashland Partners in 2015. In 2018, I took my greatest professional accomplishment of becoming the Managing Partner of Ashland Partners. As a business owner and current Managing Partner of Ashland Partners, I work hard to serve our many clients, grow our business, and support our community. I am solutions oriented and take great pride and joy in helping others navigate the auditing process, and am passionate about developing a system that is both doable and practical. I believe that our practical approach, expertise, and relationships with our clients are what leads to our success, and am forever thankful and grateful for the relationships that I have developed over the years. Ashland Partners, is a specialty CPA firm, providing assurance, attest, audit, and consulting services to Registered Investment Advisors, hedge funds, private equity and real estate firms, investment companies, and insurance companies.My Specialties Include: GIPS® compliance and verification, SEC compliance, internal controls, attestation, custody exams, performance measurement, policies and procedures, audit, consulting, SOC 1, ISAE 3402