Alex Vizcaino

Client Success Manager

Alex handles day-to-day relationships with clients outside the U.S. and Canada. He is responsible for ensuring FundCount clients have a single point of contact within FundCount. This includes finding opportunities to optimize their use of the software and ensuring all client business needs are met.

Before joining FundCount, Alex worked in business development and account management for large multinational corporations. Alex’s primary responsibilities included servicing clients and providers worldwide, handling multinational RFPs, and negotiating and awarding contracts to suppliers.

Alex graduated from Colima University with a B.A. in Business Management.

Phillip King

Senior Business Analyst

As a Senior Business Analyst, Phillip draws on his numerous years consulting with JP Morgan and other firms on financial reporting to guide FundCount clients through all phases of implementation. Before working in a consultancy capacity, Phillip spent over seven years with FourWinds Capital Management, where he oversaw accounting, operations, and cash management for their Fund of Funds products. Phillip was actively involved in launching and managing both onshore and offshore products with all of their regulatory intricacies, which provided him with broad foundational experience in the financial services industry. Prior to FourWinds, he spent time at U.S. Bancorp as a Portfolio Administrator and at a software start-up.

Phillip holds a B.A. in Economics and Finance from Washington University in St. Louis.

Kir Ivanov

Client Business Analyst, APAC

Kir performs software implementations and helps clients across Asia Pacific make the best use of their FundCount solutions. As a FundCount system expert, Kir has participated in more than 50 implementation projects for family offices, fund administrators, and private equity firms.

He is a certified public accountant (CPA) and focuses on optimizing operations and reporting processes in investment companies.

Rishav Garg

Client Success Manager, APAC

Rishav is the Client Success Manager for the APAC region at FundCount, dedicated to maintaining and enhancing client relationships by serving as their primary point of contact. He monitors client usage and adoption, ensuring timely engagement and implementing targeted programs like new feature webinars and educational sessions through FundCount Academy. Rishav regularly connects with clients for progress reviews, sharing insights and updates to help them meet their operational goals.
Before joining FundCount, Rishav worked in the credit department in the banking sector in India. His primary responsibilities included credit reports evaluating technical feasibility, economic viability, and bankability for prospective borrowers. He also managed client relationships and facilitated credit facilities such as Letters of Credit and Bank Guarantees.

Rishav holds an MBA in Finance from the esteemed Narsee Monjee Institute of Management Studies (NMIMS) in Mumbai.

Bernard Ng

Senior Business Analyst

As Senior Business Analyst, Bernard is focused on understanding our client’s business and needs, helping them utilize the functionality of FundCount and ensuring a smooth process throughout the implementation process.

Bernard has over 15 years of experience in the financial and technology industry. Ranging from fund administration, portfolio management, software development, integration, implementation, and managing support and business analyst teams.

Bernard started as a fund accountant at HSBC Fund Services and worked up to the position of client service manager. During his year with there, he had worked with a variety of funds and clients. He later moved to Linedata, a software company, where he held the position of senior consultant. There, he provided pre-sale implementation and support services to clients. At Maples Fund Services, he was vice president of business analysis, overseeing offices of development and projects in Hong Kong, Singapore and Dubai.

Bernard holds a B.A. in Economics from York University in Toronto.

Clement Pak

Implementation Project Manager

As an Implementation Project Manager, Clement is responsible for ensuring that new software implementation project deliverables are completed on time, within budget, and to the success and satisfaction of all stakeholders.

Clement joined FundCount in 2022 with over 15 years of experience in the financial services industry. Prior to joining FundCount, Clement worked at Citco Fund Services for 12 years, with experience in managing operational teams, software integration and new client onboardings.

Clement has an Honours Bachelor of Administration degree from York University.

Cory Maynard

Implementation Project Manager

As an Implementation Project Manager, Cory works to keep clients on budget, within scope, and on schedule, and ensures that the client is set up to succeed with their new software.

Cory joined FundCount in 2022. He has over 20 years of experience in the financial services industry. Prior to joining FundCount, Cory worked at Citco Fund Services for 16 years, onboarding new clients as a Business Analyst, then as a Project Manager and eventually managing the Client Integration team across Canada. Cory has also worked in Operations at AIC Mutual Funds and as a Data Analyst at Fundata Canada.

Cory has an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and holds a Project Management Professional (PMP) designation.

Grace Chiu

Senior Business Analyst

Grace joined FundCount in 2023, with 10 years experience in the financial industry with a focus on hedge fund administration.

As a Senior Business Analyst at FundCount she is responsible for ensuring our client’s needs are met; and aims to help the company find opportunities to improve its efficiency by carrying in-depth analysis services and suggesting strategies to key partners and stakeholders of FundCount.

Grace comes from a fund accounting and client services background, with a degree in Commerce from the University of Toronto.

Matthew Li

Senior Business Analyst

As a senior business analyst, Matthew’s role is to learn client business processes and requirements and guide them through the entire implementation process as they adopt the FundCount solution. He is committed to identifying gaps and uncovering opportunities so that he may provide solutions for the business.

Matthew has over 12 years of experience in the financial services and IT industry. He started his career in corporate accounting, later moving to Citco Fund Services and then State Street Fund Services, where he sharpened his focus on fund accounting. Matthew worked with various businesses from the US and Asia in the field of hedge funds and private equity funds, where he oversaw operational teams, before finally moving on to software enhancement. He also spent several years at CGI on the product management and engineering teams as a business analyst.

Matthew has a Bachelor of Commerce degree from the University of Toronto and is a chartered professional accountant (CPA Canada) and certified management accountant (CMA Canada).

Max Stepanov

Implementations Solution Architect

Max began his journey with FundCount more than a decade ago. During this time, he helped to build the FundCount solution as well as worked as a QA specialist, a business analyst, a member of the support team, and as a product engineer.

Leveraging this experience, Max currently manages implementations and serves as technical account manager for more than 30 family offices, fund administrators, and hedge funds in America, Europe, Asia, and Australia. He also trains new FundCount product managers on the software. As a subject matter expert in partnership and portfolio accounting, Max helps clients to optimize their business processes.

Max holds a specialist degree in computer science.