Skip to content
  • Partner, Eisner Advisory Group LLC
Send a Message

Katie Brandtjen is a Tax Partner, leads the firm’s Tax Group in the San Francisco office and is a member of the Financial Services Group. She has nearly 15 years of experience providing tax consulting and compliance services to hedge funds, private equity funds, venture capital funds, funds of funds and investment advisors. Katie also works with high net worth individuals and family offices.

Additionally, Katie plays an integral role in the firm’s internal training programs for the financial services staff and she actively shares her expertise as a mentor in the accounting industry.

Katie is a frequent speaker before professional groups on various tax topics of relevance to the alternative investment industry.

Specialties

  • Hedge Funds
  • Funds of Funds
  • Venture Capital
  • Private Equity
  • Business Entity Tax
  • Individual Tax

Credentials & Education

  • Certified Public Accountant (CPA)
  • Bethel University: BA, Accounting
  • Baruch College: MS, Taxation

Affiliations

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • New York State Society of Certified Public Accountants: Financial Products Taxation Committee

Start a conversation with Katie