Lisa Head

Partner-in-Charge, Investment Fund Tax Services

Lisa Head

Location: Dallas
Services: Tax

Lisa K. Head, CPA, has more than 16 years of experience in financial reporting, auditing and tax preparation and analysis, including in-depth experience in public accounting. Her focus is primarily on the unique and challenging taxation requirements of entities in the alternative investment industry, including domestic and offshore hedge funds, master feeder structures and funds of funds. She has significant experience in the tax implications associated with long and short equities, fixed-income securities, MLPs, commodities, swaps and other derivatives. Lisa brings diverse experience in tax compliance and consulting, as well as experience in wealth advisory and family office operations to each of her clients.

Lisa is an active member of the Texas Society of Certified Public Accountants, the Texas Hedge Fund Association and Texas Wall Street Women. She graduated with a Master of Science in Taxation and a Bachelor of Arts in Political Science from The University of Texas at Arlington.