O’Neil Levy (CFA, FCCA) has a wealth of experience with private equity finance operations with responsibility for non-investment functions including deal financing, treasury management, investor activities and managing vendor relationships including auditors, tax providers, lawyers and bankers. O’Neil A Levy has significant experience in financial services with a focus on asset management. O’Neil has advised multiple alternative asset managers i.e., private equity, venture capital, hedge funds, funds of funds, credit funds, and regulated investment companies (domestic and foreign) on issues impacting the advisor’s corporate entities, fund structuring, regulatory and compliance matters and general operations of funds and underlying investee entities. O’Neil also has private equity finance operating experience with responsibility for non-investment functions including deal financing, treasury management, investor activities and managing vendor relationships including auditors, lawyers and bankers. He was a Director at PricewaterhouseCoopers in the Boston MA, and Stamford CT, offices where he had numerous leadership roles in the Alternative Investment Practice including co-authoring thought leadership/industry guidance around investment valuation, internal controls, financial reporting, accounting for complex investments and interpretation of numerous authoritative accounting standards. O’Neil is a member of the Massachusetts Society of CPAs, a Fellow of the Association of Chartered Certified Accountants which is based in the United Kingdom. O’Neil is a CFA® charter holder.
