Bio

Yulia is Crescent Cove’s Finance Director and is responsible for finance, accounting, and operations. Previously, Yulia served as the Controller at Lateef Investment Management and Cypress Wealth Advisors, focusing on risk management, investment fund accounting and tax preparation. Yulia began her career at Rothstein Kass, serving as an auditor in the firm’s financial services practice. Yulia holds a Master’s in Business Administration in Accounting from California State University and a Bachelor of Science Degree in Computer Information Systems from California State University. She is a licensed Certified Public Accountant (CPA) in California.