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May 06, 2015 1:34 AM ET

Capital Markets

Company Overview of Conifer Financial Services LLC

Company Overview

Conifer Financial Services LLC, through its subsidiaries, provides middle and back office services for asset management industry. Its services include middle office, prime brokerage, and trade execution. The company offers fund administration services, including investor relations, performance and capital reporting, and regulatory compliance. It also provides fund administration for onshore and offshore funds, which include fund set-up, investor due diligence, and net asset value calculations. In addition, the company provides business and technology consulting services. Further, it provides iCon platform, a cloud-based solution that delivers a suite of asset services, including a data repos...

One Ferry Building

Suite 255

San Francisco, CA 94111

United States

Founded in 1989

Phone:

415-677-1500

Fax:

415-677-1617

Key Executives for Conifer Financial Services LLC

Chief Executive Officer and President
Founder and Chairman
Chief Financial Officer
Age: 60
Chief Operating Officer and Partner
President of Conifer Fund Services
Compensation as of Fiscal Year 2014.

Conifer Financial Services LLC Key Developments

The Conifer Group, LLC Announces Executive Appointments; Opens New Office in Halifax, Nova Scotia

The Conifer Group, LLC (Conifer) announced several new hires in the firm's New York office. It has added Drew Burggraf as Vice President and Team Leader for the New York prime brokerage team and hired Jarod Riley as Vice President and Kyle Vedder as Client Services Representative for their Middle- and Back-Office ("MBO") services business. Conifer has also brought on Pamela Fong as a Shareholder Services professional on the Fund Administration team in New York. These new hires come at a time of robust growth for Conifer, which in the first half of 2013 signed 22 new clients, representing over 15% client growth, and announced a new office in Halifax, Nova Scotia to complement its existing San Francisco, New York, and Tortola locations. Before joining Conifer, Mr. Burggraf was an Executive Director of Prime Brokerage Services at UBS and a Senior Collateral Manager at Morgan Stanley. Mr. Riley formerly served as Assistant Controller for Protege Partners, while Mr. Vedder was an Account Operations Manager at Brown Brothers Harriman. Previously, Ms. Fong was an Investor Relations Associate for Morgan Stanley's private equity funds.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
March 24, 2015
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