In fund services, CFOs are our people. Put them first.
To promote the strongest business partnerships, build a team of people who have walked in your clients’ shoes.
By Michael Trinkaus
How PE CFOs are revisiting fears of Washington
The private capital community is watching the new administration and Congress closely. Changes to the tax code and other financial legislation continue to unfold. The question is how significantly new provisions could force changes to private equity’s business model. And PE CFOs have been working on backup plans.
4Pines CEO Michael Trinkaus: Manual Sub Docs Are Not A Necessary Evil
4Pines Fund Services’ CEO Michael Trinkaus recently nailed why 45-page fund subscription documents and manual data-entry are still tolerated at more funds than an outsider would imagine.
“It’s just being able to be nimble and smart enough to implement the right automation that fits the right need,” said Trinkaus.
It’s all about people!
All I can say is WOW!!!! Time certainly waits for nobody, and 4Pines is no exception to the rule. I thought for sure I’d have posted another blog entry by now, but unfortunately that hasn’t materialized. However, we’ve been very busy building the company from a personnel and technology standpoint. Both aspects are core tenants to the fabric of 4Pines so it’s important that we take our time and get it right.
Paul Filanowski Joins 4Pines Fund Services LLC As Director of Business Development
STAMFORD, Conn., Feb. 9, 2021 /PRNewswire/ — 4Pines Fund Services announced today the appointment of Paul Filanowski as Director of Business Development. In his role Filanowski will address demand for a strategic services partner and technology platform that combines…
Celeste Barone Named President and Chief Client Officer of 4Pines Fund Services LLC
The appointment reinforces the new fund administrator’s focus on high-touch client service STAMFORD, CONN. JANUARY 5, 2021 – 4Pines Fund Services announced today the appointment of Celeste R. Barone as President and Chief Client Officer. She joins 4Pines with 25 years’ experience managing the financial operations of multi-billion-dollar private capital and asset managers. In her role as Chief Client…
High Tech Fund Administration Is Doing Something Wrong If It Feels Too High Tech
But the trick is this generation of fund services don’t seem to carry some of the burdens associated with being new. They don’t require clients to learn a new way of doing things. They’re not…
4Pines Fund Services Appoints Michael Stefanoni Head of AML/KYC and Fund Data Operations
Stefanoni to lead firm’s AML/KYC programs and data management STAMFORD, CONN. NOVEMBER 10, 2020 – 4Pines Fund Services announced today the appointment of Michael Stefanoni as Head of Fund Data Operations. Stefanoni will lead the firm’s…
