Hazeltree, a specialist in treasury and liquidity management technology for the alternative asset management industry, has appointed Kevin Held as the firm’s Chief Financial Officer (CFO).
Held joins Hazeltree with more than 30 years of experience in finance for several high-growth companies, from early-stage startups to established businesses across the fintech, technology, SaaS, and financial services industries.
Prior to joining Hazeltree, Held was the CFO of Vehlo Purchaser, a provider of SaaS solutions to the automotive repair industry. At Vehlo, he participated in the acquisition and integration of seven companies and built out the finance/accounting area to support the 14 companies in the firm’s portfolio.
Held will report directly to Hazeltree CEO Tushar Amin.
Held has also served as the CFO for AlphaPoint, a provider of cryptocurrency exchange solutions; TradingScreen, a SaaS-based provider of liquidity, trading and investment technology to the financial community; and Liquidnet, a global institutional brokerage and software development firm.
During his early career, Held worked with a variety of boutique broker-dealers and investment firms. In these roles, he worked to drive operational, financial and overall business improvements to new and existing processes and infrastructure, including systems implementation, improving analytics and reporting, creating and enhancing controls and instilling corporate governance.
He has an MBA from Adelphi University in New York, and is also a CPA.
