Angela Kwok, CPA (Tax Director) Greenwich
Angela Kwok joins FTS as our new Tax Director for our Private Equity tax team. She joins us at our newest office in Greenwich, CT. Angela previously was the Vice President at
Bank of New York Mellon
where she reviewed tax returns for Private Equity Funds, Hybrid Funds as well as Hedge Funds. Angela reviewed tax allocations and set up waterfall models for Private Equity clients. She has experience in discussing Fund Structuring and Tax Planning as well as Tax Compliance with her clients. Angela has also coordinated and reviewed all aspects in filings related to Foreign Investments.
, she worked for Citi Private Equity Services as their Vice President where she reviewed tax returns for complex Private Equity Funds as well as Hedge Funds, Fund of Funds, Corporations and High Net Worth individuals. Angela has experience in preparing forms 8805, 1042, 926, 5471, 8621 and 8865. She graduated
Magna Cum Laude
from Baruch College where she received her BBA.
Yoonie Bae, CPA (Tax Manager) Los Angeles
Yoonie currently serves as Tax Manager at FTS. She is a boomerang to FTS after three years at
PwC Venture Capital Group
in San Jose, CA where she gained experience of
. Her professional experience is focused in Alternative Investment Funds (Private Equity, Fund of Funds, and Venture Capital). She recently moved down to Los Angeles with her husband and her one-year old baby girl. She loves making tasty Korean dishes for her family. Yoonie graduated with a degree in Accounting from Pennsylvania State University. She is a Certified Public Accountant in California.
Christopher Monasterio, CPA (Tax Senior) New York City
Chris Monasterio joins FTS after working at
where he rose from Tax Specialist to Senior US Tax Analyst. Chris has experience in preparing partnership tax returns as well as various international tax forms including Forms 8858, 5471 and 8975. Chris has experience in researching and analyzing state apportionment methodologies, state tax rates and new tax legislation to apply any changes annually to his partnership clients. Chris started his career at
where he prepared corporate as well as partnership returns for domestic as well as foreign clients. He was educated at St. Joseph’s University in Philadelphia, PA where he earned his BS in Accounting & Finance, graduating
Summa Cum Laude.
Elizabeth Lozier, EA (Tax Senior) Albany
Elizabeth Lozier joins our firm after over 4 years at
where she worked in their National Tax Group. During this time, Elizabeth gained experience in individual returns as well as gift and fiduciary returns. She has experience with financial counseling as well as preparing and reviewing multiple types of tax returns. Prior to this role, Elizabeth worked for
as a Senior Tax Consultant where she gained experience in Financial Services, Manufacturing, Retail, Pharmaceuticals, Utilities and the Legal industry.