Tag: transfer agent
Sponsored: About Your NTR And BDC Investor Servicing Costs
By: Mike Huisman, Director of Transfer Agency at UMB Fund Services
In my role leading UMB’s transfer agency, alternatives sponsors call me and say, “Here’s...
WealthForge and Industry Transfer Agent Announce Partnership for Digital Alts Investing
Phoenix American, a transfer agent and fund administration provider for alternative investments, has partnered with WealthForge, a registered broker-dealer and developer of Altigo, a...
Great Lakes Fund Solutions Hires Managing Director of Business Development
Great Lakes Fund Solutions Inc., an administrator and transfer agent for alternative investment fund sponsors, has hired industry veteran Dan Breen as managing director...
Phoenix American Financial Services Hires Vice President of Sales
Phoenix American Financial Services Inc., a provider of fund administration, fund accounting and transfer agent services for the alternative investment industry, has hired Tony...
Phoenix American Financial Services Partners with RealBlocks’ Blockchain-Enabled Network
Phoenix American Financial Services Inc., a provider of fund administration, fund accounting and transfer agent services for the alternative investment industry, announced a client...
Great Lakes Fund Solutions Expands Management Team
Great Lakes Fund Solutions Inc., a registered transfer agent and investor services outsourcing company, has hired Gabriela Maganlal as financial and product management officer...
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...
Phoenix American Financial Services Hires Former DST Systems Exec as New...
Phoenix American Financial Services Inc., a provider of fund administration, fund accounting and transfer agent services for the alternative investment industry, has hired Robyn...
Phoenix American Financial Services Hires Vice President of Fund Accounting
Phoenix American Financial Services Inc., a provider of transfer agent services for alternative investments, has hired Samuel Petrecky to serve as vice president of...
