Customer support representative, 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.
Implementation Project Manager
Gary is part of the Implementation Project Management team and is responsible for ensuring clients receive the closest attention to detail throughout the implementation process. Before FundCount, Gary worked with BlackRock, Prudential, PNC, and Legg Mason. His 25 years of experience in the financial industry, specifically around mutual fund accounting and client services, helps avoid pitfalls and delays that would otherwise cause the project to stray off target in both time and cost.
Gary graduated from Ursinus College in Pennsylvania with a B.A. in EconomicsBusiness Administration and a minor in Political Science.
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.
Senior Business Analyst
As a Senior Business Analyst, Patrick works closely with clients to understand their accounting processes and ensure the FundCount platform is configured to meet their requirements.
Patrick has over 20 years of experience in the financial services industry. He worked as the controller of a billion-dollar fund as well as built compliance solutions to detect nefarious trading activity at a major investment bank. Patrick was a partner in a consulting business, and he built customized software solutions at a multibillion-dollar hedge fund in New York City.
Patrick graduated from St. John’s University with a B.S. in Accounting.
Project Manager and Business Analyst for Implementation
Antonnette joined FundCount with more than 20 years of experience in the financial markets. At FundCount she drives implementation projects in the APAC region. In this capacity, she uses her understanding of the financial industry, regulatory requirements, and client needs to provide efficient solutions to end-users and stakeholders.
Antonnette started her career in external auditing before moving to banking where she worked in several areas, including treasury, wealth banking operations, and commodities. Prior to FundCount, she was with Finastra (formerly Misys) and FIS (formerly Sunguard and SimCorp).
Antonnette graduated with a degree in accountancy and is a certified public account (CPA) and project management professional (PMP).
Implementations and Customer Support Manager
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.
Client Implementation Project Manager
Jim is responsible for overseeing all FundCount Software implementation phases. He is the primary point of contact and is charged with ensuring the highest level of customer satisfaction throughout the software implementation process.
Prior to joining FundCount, Jim worked with Bank of NY Mellon, State Street Global Advisors, Bank of America and Fidelity Investments in various roles across front, middle and back offices. His 30 years of experience in the financial services industry, specifically surrounding system implementation and operational efficiency, promises to help avoid issues that may cause project delays.
Jim is PMP and CSM certified. He has an MBA from Boston University and a BS from Northeastern University in Boston.
Sales and Client Services
Family Office Segment Manager/Relationship Manager
Bill serves as a product expert for family office clients and oversees various product management tasks. He is responsible for understanding client business needs and recommending training, customization, or other options that help family office clients derive the maximum value from FundCount software.
Bill has more than 15 years of experience in the financial services industry working on technology products. Most recently, he was Reporting Solutions Manager at Fidelity Family Office Services.
Bill graduated from Stonehill College with a B.S. in Business.
Vice President of Sales for North America
Derek is responsible for leading investment firms, family offices, and administration companies through the research and procurement process to provide transparency when assessing FundCount and other investment accounting/reporting systems.
Prior to FundCount, Derek held roles in economic consulting, account management, and sales at various brokerages and financial data companies.
Derek holds a B.A. in Economics and History from the University of Lynchburg, where he was an honors student.
Business Account Executive
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.
Business Account Executive
As a Business Account Executive, Penny serves the needs of North American clients. She is responsible for ensuring that clients always have a dedicated contact within FundCount and for helping them optimize their use of the system so their business requirements are met.
Penny has more than ten years of experience in the industry and a strong background in account management and sales for technology companies.
Penny received her Bachelor of Science degree from Syracuse University.
CEO and Co-founder
Alex founded FundCount in 1999 to fill a gap in the hedge fund market for an integrated portfolio and partnership accounting solution. Under his leadership, the firm has grown substantially and now serves family offices, fund administrators, private equity firms, and hedge fund clients across five continents. As CEO, Alex oversees all strategic, product, and operational aspects of FundCount to support business growth.
Before FundCount, Alex was the founder of Trilistnic Technologies, an offshore custom software development provider for clients in the U.S. and Europe.
Alex holds an MSc degree in Computer Science.
President, Global Sales
As President of Global Sales, Ashley manages FundCount’s global sales teams. He focuses on delivering accounting, investment management, and automation solutions that reduce cost and the strategic and operational risks of private equity firms, hedge funds, family offices, and fund administrators.
Prior to FundCount, Ashley’s career encompassed government, consulting, blue-chip corporation, and entrepreneurial roles. As a Deloitte-trained Chartered Accountant, Ashley has been at the forefront of the fintech cloud-application SaaS space since 1999. That year, he launched GlobalExpense, the U.K.’s first B2B cloud SaaS company providing online expense management solutions.
Ashley holds a B.A. with honors in history from Exeter University and is Association of Chartered Accountants-qualified from the Institute of Chartered Accountants in England & Wales.