Tuesday, 31 March 2015
Last updated 7 hours ago
Aug 1 2007 | 11:12am ET
San Francisco-based hedge fund administrator Conifer Securities has hired Sandy Monticelli as director of consulting services for the firm’s hedge fund review team.
In the newly-created position, Monticelli is responsible for managing and performing external reviews of hedge fund back office operations, and reports to Phil Stapleton, president and CEO.
Prior to joining Conifer, Monticelli served as chief operating officer for SCM Advisors—the formerly Seneca Capital Management—a San Francisco-based investment advisor, with more than $12 billion assets under management.
“Sandy’s operational experience will be integral in assessing and improving a hedge fund’s operations as we look to continue to provide top-tier and customized services to our clients,” Stapleton said.
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…