broadriver
Non-Correlated Fixed Income Alternatives For Institutional Investors
David Louie, CPA Senior Director, Financial Management and Control
About David Louie, CPA

David Louie is responsible for the accounting, financial reporting, fund administration, and operating controls for the firm’s fund and management company entities.

From 2010 to 2017, Mr. Louie was the Vice President – Controller responsible for investment fund and management company accounting at M.D. Sass, an investment management firm. From 2001 to 2010, Mr. Louie held similar roles at Principled Capital Management, a hedge fund, Atticus Capital, LLC, a hedge fund, and Centre Partners Management LLC, a private equity fund.

Prior to Centre, he held various roles within finance and operations at Credit Suisse and Lehman Brothers. Mr. Louie started his career as an auditor for Deloitte & Touche, where he obtained his CPA license. He graduated from Fordham University with a B.S. in Accounting and an M.B.A in Finance.