MEET OUR TEAM
ELIZABETH WYSOCKI, CPA
Libby brings over 15 years of experience in the hedge fund accounting and back office field in increasingly complex areas. She began with HBMJ in 2009 and implemented Advent Geneva® for various multi-billion-dollar hedge fund clients who trade in complex instruments, including equity swaps, interest rate swaps, repos, and forwards. She created and managed monthly and daily reconciliations for these clients to track cash, tax lot positions, accruals, and trial balances back to the administrator or the broker. She is leading the implementation at her current client, a $26 billion quantitative firm, which involves an inception-to-date Geneva conversion of 9 hedge funds and 20 separately managed accounts.
Prior to HBMJ, Libby worked at Veritable, LP, a Philadelphia-based wealth management firm, where she oversaw the operations of their hybrid fund-of-funds. She served as Controller for one of their funds and maintained the official accounting records using Advent Axys. She also assisted in building customized tax workpapers to make book-to-tax adjustments and allocated taxable income to all clients for timely distribution of Forms K-1.
Libby holds a B.S. in Accounting and a B.S. in Finance from Villanova University (cum laude), as well as a minor in French. She is licensed as a Certified Public Accountant in the state of Delaware.