Jeffrey N. Horein

Services Managing Partner at Baker Tilly US LLP

Jeffrey N. Horein

Jeffrey N. Horein

Services Managing Partner at Baker Tilly US LLP

Overview
Career Highlights

Baker Tilly Wealth Management LLC
Baker Tilly US LLP

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582

Relationships
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Chief Executive Officer at Baker Tilly US LLP

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Partner, Investment Banking at Baker Tilly US LLP

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Managing Partner at Baker Tilly US LLP

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Regional Managing Partner, East at Baker Tilly US LLP

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Managing Partner, Single Audits & Federal Awards Compliance Audits at Baker Tilly US LLP

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Partner, Project Finance at Baker Tilly US LLP

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Managing Partner-Assurance & Risk Advisory, ASC 606 Revenue Recognition at Baker Tilly US LLP

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Partner at Baker Tilly US LLP

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Partner at Baker Tilly US LLP

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Managing Partner at Baker Tilly US LLP

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Jeffrey N. Horein
Services Managing Partner at Baker Tilly US LLP
Education
Bachelor of Science in Accounting

Founded in 1855 by attorney and abolitionist Ovid Butler, Butler occupies 290 acres in Indianapolis' Butler-Tarkington neighborhood. The University emphasizes a liberal arts-based education with the goal of teaching clear and effective communication, appreciation of beauty, and a commitment to lifelong learning, community service and global awareness. Butler offers more than 65 majors. Over the past five years, our graduates have enjoyed an average 96 percent job placement rate, with 100 percent in education and pharmacy. There's always something new to learn about Butler. Get the facts here.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Career History
Services Managing Partner
1997 - ?

Baker Tilly US LLP engages in the provision of accounting and financial advisory services. It offers assurance, consulting, and risk advisory services. The company was founded in 1931 and is headquartered in Chicago, IL.

Senior Managing Director
Tenure Unconfirmed

Part of Baker Tilly US LLP, Baker Tilly Capital LLC is an American company specializing in venture capital/private equity.

President
2013 - ?

BT Wealth Management offers ongoing portfolio management services based on the individual goals, investment objectives, time horizon, and risk tolerance of each client. The firm typically creates an Investment Policy Statement for each client, which outlines the client’s current profile (income, tax levels, risk tolerance and personal investment policies or restrictions) and then their IARs construct a plan to aid in the selection of a portfolio that matches each client’s specific situation.

Other Affiliations
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