Berat Rifati
InvestorChief Financial Officer & Chief Compliance Officer at Heartwood
Norwalk, Connecticut, United States
About
CFO and Chief Compliance Officer who joined in 2018 as a Fund Controller. Previously a Senior Fund Accountant at Atlas Holdings and Senior Associate at KPMG.
Experience
- Heartwood PartnersChief Financial Officer and Chief Compliance Officercurrent2023 β present
- Heartwood PartnersController and Tax Manager2022 β 2023
- Heartwood PartnersFund Controller & Tax Manager2021 β 2022
- Heartwood PartnersFund Controller2018 β 2021Greater New York City Area
- Atlas Holdings LLCSenior Fund Accountant2015 β 2018Greater New York City Area
- KPMGSenior Tax Associate2013 β 2015Greater New York City Area
- Crane Co.Tax Accountant2011 β 2013Stamford, CT
- Chemtura CorporationIntern2009 β 2011Middlebury, CT
Education
- Western Connecticut State UniversityBachelor of Business Administration (B.B.A.), Accounting and Finance2006 β 2011
Skills & more
Partnership TaxationFund AccountingPrivate EquityCorporate TaxAccountingUS GAAPTax ResearchReal EstateFinancial StatementsFinancial AnalysisFinancial ReportingGenerally Accepted Accounting Principles (GAAP)
+6 more
InvestmentsFinancial ModelingVenture CapitalInternational Tax PlanningFinancial AuditsAuditingLanguages Albanian
From Berat's professional profile.
Same school
Also attended Western Connecticut State University2
Shared employers
Also worked at Heartwood Partners18
Robert TuckerCo-Founder at HeartwoodJohn WillertInvestor at HeartwoodJohn NewmanInvestor at HeartwoodMark AllsteadtCo-Founder at HeartwoodSaer BrownVice President at HeartwoodBrian ChungVice President at Heartwood
+ 12 more
Also worked at Atlas Holdings LLC2
Colleagues at Heartwood
Adams Robinson
Associate at Heartwood
Aidan Schraff
Associate at Heartwood
Andrea V. Nelson
Managing Director at Heartwood
Brian Chung
Vice President at Heartwood
Brian Fitzgerald
Chairman Emeritus at Heartwood
Casey Gordon
Executive Assistant at Heartwood
David Levesque
Assistant Controller at Heartwood
Demetrios Dounis
Managing Partner at Heartwood















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