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Phoenix American Financial Services Hires Sales Director

Phoenix American Financial Services Inc., a provider of fund administration, fund accounting and transfer agent services for the alternative investment industry, has hired Matthew Podolsky as director of business development.

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Phoenix American Financial Services Inc., a provider of fund administration, fund accounting and transfer agent services for the alternative investment industry, has hired Matthew Podolsky as director of business development.

In his new role, Podolsky will be responsible for implementing the company’s sales strategy, developing and maintaining an expanded client base for the investor services, fund accounting, and back office outsourcing offerings Phoenix American provides to alternative investment funds.

“We are truly excited to have Matt join Phoenix American Financial Services,” said Andrew Constantin, senior vice president of operations. “He has extensive knowledge of the real estate and financial services industries and is a consummate professional.”

Podolsky has more than 15 years of experience in sales and client relationship management in the alternative investment fund industry and previously served at Provasi Capital Partners as a senior vice president of sales where oversaw a 5-state territory that included California and the Northwest.

From 2013 to 2017, he served at Atlas Energy Group as vice president of sales where he positioned and sold tax strategies directly to investors through their financial advisors while consulting with CPAs and tax consultants. He has also raised capital for closed-end funds, real estate investment trusts, oil and gas partnerships, mutual funds, real estate partnerships, and 1031 exchanges.

Prior to entering the securities space, Podolsky worked in commercial real estate in vice president positions at both CB Richard Ellis Inc. and Cushman & Wakefield of California Inc.

Phoenix American Financial Services provides back office outsourcing, fund accounting and transfer agent services as well as sales and marketing reporting services to fund companies in the alternative investment industry. The firm was founded in 1972 and is headquartered in San Rafael, California.

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