Steven Menna

About Steven Menna

Steven J. Menna, CPA Steven Menna has joined Withum, a top-ranked advisory, tax and assurance firm, as a partner in its Financial Services Group. Menna will lead the firm’s Alternative Investments expansion nationally with specific concentrations in the firm’s Southeast and Southwest regions, bringing a wealth of experience and innovative leadership to the team. Prior to joining Withum, Steven was a Partner in KPMG\'s Dallas office. He led KPMG\'s hedge fund practice nationally and the alternative investments practice in Dallas. Prior to joining KPMG, Steven was the partner in charge of Rothstein Kass\' Dallas office covering the southwest and southeast alternative space. Prior to Rothstein Kass, Steven was a partner at Ernst and Young, leading their Southwest area’s asset management practice and was responsible for the coordination, management, administration and performance of auditing and business advisory services for a diverse asset management client base. Steven is a graduate of State University of New York at New Paltz, where he earned Bachelor of Science degrees in accounting and business administration. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA). e-mail: s•••••@withum.com Specialties: Alternative Investments including Hedge Funds, Private Equity Funds and Venture Capital Funds

Experience

1. Partner - National Leader - Alternative Investments

   Withum

   Oct 2024 — Present · Dallas, TX, US

   Steven Menna has joined Withum, a top-ranked advisory, tax and assurance firm, as a partner in its Financial Services Group. Menna will lead the firm’s Alternative Investments expansion nationally with specific concentrations in the firm’s Southeast and Southwest regions, bringing a wealth of experience and innovative leadership to the team.He works with both domestic and international clients within the hedge fund, private equity and venture capital sectors. Steven has extensive experience with fair valuation of various derivative products, including swaps, futures, forwards, securities lending, reverse repurchase agreements, debt and equity securities, and private equity and venture capital investments.Prior to joining Withum, Steven was a Partner in KPMG\'s Dallas office. He led KPMG\'s hedge fund practice nationally and the alternative investments practice in Dallas.Prior to joining KPMG, Steven was the partner in charge of Rothstein Kass\' Dallas office covering the southwest and southeast alternative space.Prior to Rothstein Kass, Steven was a partner at Ernst and Young, leading their Southwest area’s asset management practice and was responsible for the coordination, management, administration and performance of auditing and business advisory services for a diverse asset management client base.

Education

• SUNY New Paltz

  BS, Accounting and Business Management

  1988 — 1992

Skills

• Private Equity
• Mutual Funds
• Fixed Income
• Leadership
• Sec Filings
• Venture Capital
• Asset Management
• Capital Markets
• Portfolio Management
• Hedge Funds
• Fund of Funds
• Due Diligence
• Valuation
• Auditing
• Swaps
• Derivatives
• Fund Administration
• Management
• Investments
• Cpa
• Securities Lending
• Alternative Investments
• Securities
• Fund Accounting
• Equities
• Financial Modeling