The Conifer Group, a 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 (pictured), Conifer’s managing director and head of sales.
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,” says Jack McDonald, president and chief executive of The Conifer Group. “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 nine years in senior sales and relationship management roles for fund administrator Trident Trust.
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.