Rick has more than 10+ years’ experience consulting businesses on payroll, benefits, labor law compliance, strategic HR initiatives, and a host of back-office matters, too many to mention here. The past six years Rick has specialized in advising boutique investment firms in the NYC Tri-State region, while supporting firms across the US and others with…
Dan has 13+ years’ experience working in financial services, with the last 7 being spent working directly with asset managers (traditional, hedge, and GP), institutional investors, and consultants. Currently Dan leads New Logo Sales for the Analytics division of Nasdaq, helping asset managers grow their business in the institutional space (and helping allocators evaluate potential…
Stephen Auresto is Senior Vice President of Business Development at Ultimus LeverPoint Private Fund Solutions. Stephen is responsible for driving growth in the private fund administration business. In this role, he works closely with private fund clients to understand their unique challenges and create custom fund administration solutions. Stephen leads the development of new business…
Barry provides accounting, auditing, and tax services to clients in the financial services industry, focusing on broker dealers, hedge funds, private equity funds, funds-of-funds, and registered investment advisors. He possesses deep expertise in managing engagement teams, providing recommendations, and implementing solutions to structure and manage his clients’ middle and back offices. Barry spearheads professional initiatives…
Jodi serves as global co-lead of Reed Smith’s Financial Industry Group. She began her career in 2001 and has spent the last 23 years representing investment banks, specialty lenders, special strategy debt funds, real estate investors and participants in the secondary debt market. She is well-known in the industry for “closing the deal”, and has…
