Carl joined PFS in 2014 as an Accountant before becoming a Senior Accountant in 2015. In this capacity Carl works with clients in providing full financial reporting, assisting with budgeting and planning, and regularly interfacing with investment managers. Carl also helps oversee grant payments and protocols for all client foundations.
Shortly prior to joining PFS Carl had relocated to the Bay Area from Leeds, England where he was born and raised. Before his relocation Carl worked for a UK bankruptcy firm for thirteen years, initially as a Bookkeeper before becoming a Bankruptcy Associate and then a Senior Bankruptcy Associate, in which he administered a large number of bankruptcies, provided financial advice to individuals and companies in financial distress, and supervised a Bookkeeper. Carl is a fully qualified Accounting Technician, has a BSC (Hons) Degree in Applied Accounting and is working towards becoming a Certified Chartered Accountant. Carl is an avid supporter of his beloved football (“soccer”) team, Leeds United, and can regularly be found at a local field trying to emulate his heroes. He has also adopted the Detroit Lions, San Jose Sharks and San Francisco Giants as his American sports teams. He lives with his wife in San Francisco.