Chief Financial & Compliance Officer
phone: (248) 554-4209
Judy Wallace is the Chief Financial and Compliance Officer of O2 Investment Partners. Judy is a certified public accountant and has over 30 years of experience across audit, operations, transaction advisory, accounting, and compliance. In this role, Judy is responsible for the firm’s accounting, tax, compliance, and investor reporting functions. Judy also serves as the liaison to the firm’s service providers and oversees administrative activities for the firm.
Prior to joining O2 (2018-2020), Judy served as Chief Operating Officer for an SEC-registered investment advisory and risk management firm servicing small to mid-size financial institutions. Judy is a graduate of the Michigan State University Honors College and Eli Broad College of Business with a BA in Accounting, a member of the AICPA and the Michigan CPA Society.