David M. Shane


David leads FGMK’s Financial Services Practice and has more than 25 years of experience providing audit, accounting and advisory services to financial services companies. He has led engagements for privately held middle-market organizations and public companies, and has experience with public offerings and SEC reporting.

David’s expertise includes:

  • Leading domestic and international audit engagements for financial services and middle-market commercial enterprises
  • Significant experience with regulatory capital and customer protection rules
  • Advising alternative asset companies on structuring, including entity set-up domestically and offshore
  • Performing risk management engagements related to derivatives trading
  • Advising companies about mergers and acquisitions and the application of purchase accounting, as well as deal structure

Throughout his career, David has served in various leadership roles at a national accounting firm. Previously, he was a partner at RSM in the financial services practice and also served as the Great Lakes regional managing partner. He joined FGMK in 2013.

Education And Certifications

  • B.S., Finance, Indiana University
  • Certified Public Accountant (CPA)

Professional and Civic

  • American Institute of Certified Public Accountants (AICPA)
  • Illinois CPA Society (ICPAS)
  • Ravinia Festival, Former Trustee
  • Special Olympics Illinois Foundation, Board of Directors
  • The Metropolitan Club Chicago, Board of Governors