Deloitte's Asset Management Services Practice Expands Governance, Regulatory and Risk Team

NEW YORK, May 16, 2011 /PRNewswire/ -- As part of a series of strategic growth initiatives, compliance and regulatory industry veterans Jeannie Lewis and Bryan Morris will join Deloitte's Asset Management Services' governance, risk and regulatory practice.  April Lemay, principal, Deloitte & Touche LLP will assume leadership of the team.  

"With the passing of Dodd-Frank, inspection sweeps of private funds, and a separate asset management unit formed in its Enforcement Division, the SEC has made it clear that the asset management industry is taking precedence," says Cary Stier, vice chairman, Deloitte LLP and asset management services leader.  "Fund managers and their service providers must not only rise to this challenge – they must do so quickly.  Deloitte continues to be well-positioned to meet emerging demands while maintaining its tradition of nimble, responsive and customized service.  Every client is a priority and right now their priority is meeting the challenges caused by the mercurial regulatory landscape."

Lewis brings more than 20 years' regulatory experience to her role as a principal in Deloitte & Touche LLP.  Based in Chicago, she provides regulatory, compliance, risk management, litigation support and business advisory services to Deloitte's traditional advisory clients, investment companies, fund of funds, financial intermediaries, service providers, and private funds. Lewis joins Deloitte from Driehaus Capital Management LLC, where she served as assistant general counsel from 2007 until 2010.  From 1988 until 2007, she was with the Chicago office of the U.S. Securities and Exchange Commission in various capacities with increasing supervisory responsibility including Associate Regional Director for the Inspection Management Examination Program and Assistant Regional Director in the Enforcement Division.  In 1998, Lewis was awarded the Supervisory Excellence Award.  Lewis holds a Juris Doctor from the Loyola University of Chicago School of Law and a bachelor's degree from the University of Illinois – Champaign.  She is admitted to practice law in Illinois.

Lemay has more than 14 years' financial services experience and will lead asset management services efforts in external audit, internal audit, valuation and securitization, risk and regulatory, financial accounting and reporting, security and privacy, internal controls, finance transformation, and operations and technology.  Lemay is based in Boston. Lemay began her career with Deloitte in 1996 and became a principal of Deloitte & Touche LLP in 2007.  During her tenure at Deloitte she has specialized in operational efficiency, regulatory compliance, and internal control consulting services.  Her client work includes risk-based control and compliance due diligence reviews, design and implementation of processes and technologies to support operational and regulatory requirements, and developing damage theories and algorithms to quantify the impact of known or suspected errors or fraud.  Lemay graduated from Saint Michael's College with a bachelor's degree.

Morris brings more than 12 years' industry experience to his role as a partner in Deloitte & Touche LLP.  Based in Washington, D.C., he has a leadership role within the asset management services practice for the Southeast region, providing both audit and regulatory compliance assistance to Deloitte's asset management clients in the region.  Morris joins Deloitte from the U.S. Securities and Exchange Commission where he served as a professional accounting fellow in the Office of the Chief Accountant, Division of Investment Management since 2007.  From 2006 until 2007, he was an assistant chief auditor in the Public Company Accounting Oversight Board's Office of the Chief Auditor. Morris began his career in 1999 with Deloitte & Touche LLP.  Morris holds a bachelor's degree from the University of Illinois at Urbana-Champaign and is a certified public accountant and licensed in Massachusetts, New York and Virginia.

As used in this document, "Deloitte" means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

SOURCE Deloitte

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