As president of UMB Fund Services, Tony is responsible for overall organizational leadership, strategic development, fiscal management and business development.
Before being named to his current position, he served as executive vice president / director of business development for UMB Fund Services.
Prior to joining UMB in 2008, Tony was managing director for Brandywine Asset Management, an alternative investment manager, where he was responsible for client service and sales. Prior to that, he held positions both at SEI Investments as a director of sales and at BISYS Fund Services as senior vice president overseeing sales and client service. Tony also served as president of the First Union Bank Evergreen Funds. In addition, he worked for Merrill Lynch, overseeing both domestic and offshore third-party fund operations. Tony started his career in mutual funds at Delaware Investments in Philadelphia, where over a 10-year period he held various management positions in accounting, transfer agent operations and distribution.
Tony earned a bachelor’s degree in finance from the Wharton School of the University of Pennsylvania. He holds a FINRA Series 7 securities license and a Series 24 registered principal’s license.
Wed, 21/01/2015 - 09:44
Read how prime brokers of all shapes and sizes are becoming both operational and balance sheet-efficient, and broadening out their product suites for hedge fund managers... »
Tue, 20/01/2015 - 10:06
This Hedgeweek Special Report explains not only why managed futures should be reconsidered by investors, but also how a more effective risk allocation strategy can benefit investor portfolios in both correlated and non-correlated markets... »
Fri, 30/01/2015 - 10:12
55% of private equity firms surveyed by Preqin at the end of 2014 stated they would deploy greater levels of capital in 2015, although 39% suggested it is more difficult to find attractive investments. Preqin’s Christopher Elvin comments: ... »
Fri, 19/12/2014 - 10:24
With service providers reporting growth in hybrid funds, funds for single investors and bespoke managed accounts, this report examines the regulations and new services being developed in Cayman to tackle the fast-changing offshore funds market... »
Tue, 20/01/2015 - 12:26
977 private equity funds held a final close throughout the year raising a total of USD486bn, higher than any annual amount between 2009 and 2012, and on track to match the 2013 total. Preqin’s Christopher Elvin (pictured) reviews a year of private equity fundraising: ... »