Conifer Beefs Up Sales Team

Mar 21 2013 | 10:09am ET

Hedge fund servicer Conifer Group has made two senior hires for its sales team.

David Goldstein joins as a director while Elizabeth Whitehouse assumes the post of vice president of business development. Both will report to Howard Eisen, Conifer's managing director and head of sales.

Goldstein, who previously spent seven years in the fund administration unit at HSBC Securities Services, brings over 16 years of experience in fund structures, jurisdictions, regulations, service models and strategies to his new role. Prior to HSBC, he spent nine years in senior sales and relationship management roles for fund administrator Trident Trust.

Whitehouse comes to Conifer from fund administrator CACEIS Investor Services where she served as a business development and marketing specialist. Prior to that, she held similar roles at the global professional services firm Alvarez & Marsal, and OpHedge Investment Services, a hedge fund administrator.

Goldstein and Whitehouse will market Conifer's products to money managers but will also be responsible for covering industry "influencers," such as fund auditors, attorneys, larger prime brokers and administrators, and technology firms.

"Conifer's iConT platform [a cloud-based platform for portfolio accounting, reporting, analysis and data warehousing] has continued to grow at an impressive rate among emerging managers and established funds," said Jack McDonald, president and CEO of The Conifer Group. "Elizabeth and David's breadth of expertise in the alternatives market and their experience in investor services will prove critical for meeting the ever-changing needs of our clients."


In Depth

Q&A: Reg A+ Will Transform the Alternative Asset Landscape

Jul 7 2015 | 4:03pm ET

In addition to easing capital formation for small companies, Regulation A+ has enormous...

Lifestyle

Fiat Chrysler Files Paperwork For Ferrari IPO

Jul 23 2015 | 5:05pm ET

Italian sportscar maker Ferrari has taken a step closer to a stock market listing...

Guest Contributor

Lifting of Foreign Ownership Limits Signals Sea Change in Vietnam's Capital Markets

Jul 28 2015 | 3:01pm ET

The lifting of restrictions on foreign ownership limits in Vietnam later this year...

 

Editor's Note