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SOURCE The Conifer Group, LLC
Hedge Fund Service Provider Appoints New Director and Vice President of Business Development
SAN FRANCISCO, March 20, 2013 /PRNewswire/ -- The Conifer Group, LLC (Conifer), a leading provider of fund administration, middle office, trading and prime brokerage services to the hedge fund industry is expanding its sales team by naming David Goldstein as Director and Elizabeth Whitehouse as Vice President of Business Development. They will report to Howard Eisen, Conifer's Managing Director and Head of Sales. The hires come at a time when hedge funds are increasingly turning to Conifer's iCon™ portal, the industry's premier cloud-based platform for portfolio accounting, reporting, analysis and data warehousing.
Goldstein and Whitehouse will market Conifer's products to prospective managers in the industry, which includes hedge fund managers, traditional asset managers, private equity managers, fund of funds managers, university endowments, family offices, and pensions. They will also be responsible for covering "influencers" across the industry, such as fund auditors, attorneys, larger prime brokers and administrators, and technology firms.
"Conifer's iCon™ platform has continued to grow at an impressive rate among emerging managers and established funds," said Jack McDonald, President and CEO of The Conifer Group, LLC. "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."
With over 16 years of experience in fund structures, jurisdictions, regulations, service models, and strategies, Goldstein previously worked for seven years in the fund administration unit at HSBC Securities Services, first as an Assistant Vice President of Sales and later as a Vice President overseeing client relationships and Fund Solutions. He also previously spent 9 years in senior sales and relationship management roles for fund administrator Trident Trust. He earned a Bachelor of Science degree in Business Administration from Bryant College in Smithfield, RI.
Prior to her appointment, Whitehouse served as a business development and marketing specialist at fund administrator CACEIS Investor Services. Previously she also held similar roles at the global professional services firm Alvarez & Marsal, and OpHedge Investment Services, a hedge fund administrator. She received her Bachelor of Arts in Communications and English from the University at Albany (SUNY) in 2005.
About The Conifer Group, LLC
The Conifer Group, LLC is a leading provider of services to the hedge fund industry that includes global fund accounting and administration, middle office, prime brokerage and execution services. Conifer's comprehensive platform of business and operations solutions appeals to both start-up and established managers by allowing them to focus exclusively on asset gathering and investing. Headquartered in San Francisco and with offices in New York and the British Virgin Islands, Conifer has been in business since 1989. For more information, please visit www.conifer.com.
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