Yulish & Associates was founded in 1993 to provide accounting, tax and consulting services to small businesses. Due to increased demand, we elected in 1999 to focus exclusively on supporting the alternative investment community. Our belief was that the alternative investment industry was poised for explosive growth, which in turn, would create numerous opportunities to support emerging businesses in the space.
The alternative investment industry has indeed become a major force in the financial markets. Unfortunately for investment managers, this growth has not translated into a reduction of costs at the service-provider level. Investment managers are finding it increasingly difficult to find cost-effective support for their businesses.
At Yulish & Associates, our mission is to provide our clients with the highest quality service personalized to their specific needs at price levels that will preserve manager performance – essential in an increasingly competitive environment. Our commitment to these principles has enabled us to build our practice entirely on referrals and client word-of-mouth.
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Kathryn founded Yulish & Associates in 1993. A proven entrepreneur, Kathryn managed the day-to-day operations of her own successful retail business from 1989 through 1993. Previously Kathryn worked for the public accounting firm Kenneth Leventhal (subsequently acquired by Ernst & Young) in both the audit and tax areas. Kathryn received her bachelor’s degree in business economics and accounting from the University of California at Santa Barbara in 1984. She is a Certified Public Accountant in the State of California and a member of the American Institute of Certified Public Accountants (AICPA).
Joshua joined Yulish & Associates in May 2008 and has deep experience in the hedge fund industry. From June 2005 through April 2008, Joshua served as Chief Financial Officer of the Satori Technology Fund; a long/short equity technology sector hedge fund, part of Lehman Brothers’ Absolute Return Strategies division. He departed Lehman Brothers with the corporate title of Senior Vice President. From 2004 until May 2005, he served as Head of Operational Due Diligence at Lehman Brothers’ fund of hedge funds business. He served as Controller of the fund of hedge funds business from 2002 until 2004. Mr. Sack joined Lehman Brothers in 1999 as a senior fund accountant for several of Lehman Brothers’ alternative asset products and subsequently served as Chief Financial Officer of Lehman Brothers Futures Asset Management Corp. From September 1996 through June 1999, Mr. Sack worked at Deloitte & Touche, LLP in the audit division, with a focus on investment companies. Mr. Sack received both his Masters and B.S. degrees in accounting from the University of Denver (1996) and is a Certified Public Accountant in New York and California.