Renee Wolgin has over 20 years of experience in the accounting field. Renee started their career at PricewaterhouseCoopers as a Senior Associate, where they gained expertise in compilations, reviews, audits, and other special projects. During their time there, they also provided mentoring to new associates and participated in recruiting functions. In 2002, they joined Rubenfaer & Associates, P.C. as a Partner and Certified Public Accountant. In this role, they offered a wide range of accounting services to individuals and businesses, including tax planning, financial statement compilation and review, IRS representation, and payroll services. Renee remained with the company until 2020. Currently, Renee is the Director of the Family Office at Telemus, a financial life management firm. Renee is responsible for providing accounting, administrative, and information management services to families with complex finances and investments. Renee'srole also involves utilizing technology to meet the unique needs of individuals and families.
Renee Wolgin, CPA, CGMA completed their high school education at Andover High School. Following that, they attended Michigan State University from 1995 to 1999, although the specific degree and field of study are not provided. In May 2000, Renee obtained the Certified Public Accountant (CPA) certification from the State of Michigan.
January, 2020 - present
Non Executive Director/family Office at Oak Hill Capital
Managing Director, Family Office, Foundations And Endowments at Certuity
Director, Family Office Services at Kaufman, Rossin & Co.
Director, Family Office Services at Crestbridge
Managing Director, Family Office at Templeton & Company
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