We are a skilled team of over 50 investment and business professionals.

Our team has varying backgrounds in mergers and acquisitions, private equity, portfolio management and optimization, investment banking, and sell side research. We are well positioned to meet the challenges in the constantly changing environment with expertise in risk, prime brokerage, operations, and corporate finance.

 

Philip Panet

Philip Panet

Vice President & General Counsel

Read Biography

Zenya Rosocha

Zenya Rosocha

Head of Investment Fund Operations

Read Biography

Claire Zhu

Claire Zhu

Head of Financial Reporting

Read Biography

Chantelle Wells

Director of Compliance

Read Biography

Josie Ngai

Josie Ngai

Manager, Client Service

Read Biography

Ivy Zhang

Ivy Zhang

Manager, Finance

Read Biography

Shai Lederman

Shai Lederman

Senior Analyst, Operations

Read Biography

Lucas Fafalios

Lucas Fafalios

Manager, Operations

Read Biography

Rees Davidson

Rees Davidson

Senior Analyst, Operations

Read Biography

Angela Chen

Angela Chen

Senior Analyst, Finance

Read Biography

Charlene Clarke

Charlene Clarke

Associate, Client Service

Read Biography