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Our Team: Josephine Lai

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Josephine is a knowledgeable accountant with extensive experience working with private equity and hedge fund investments. In her role as Senior Associate, she provides a range of accounting services to JDJ/Maestro clients, including investment reconciliations, financial reporting and tax coordination. She is known for her outstanding service to clients and advisors and is a valued member of the team. 

Josephine joined JDJ/Maestro in 2023. Prior to this, she spent 11 years as Senior Staff Accountant for a private equity firm where she managed investment activities, capital calls and distributions for private equities and hedge funds, prepared financial reports, and compiled information for annual tax filings. She held a variety of accounting positions with smaller firms, supervising staff, preparing financial reports, and filing tax returns.

Josephine studied accounting at Borough of Manhattan Community College, and studied business at Caritas Centre for Further Education, Hong Kong. She speaks English and Cantonese and is based in our New York office.

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