Americas

Chief Regional Officer

Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.

Global Head of Product - Closed-Ended Funds

Elaine has over 17 years of experience in financial services. She spent 12 years in the Alternative Investment Services Sector and has joined Apex as part of the Deutsche Bank AFS acquisition. Elaine heads up the delivery of PE fund administration and product development for the Americas region.

Head of Mutual Fund Services, Americas

Tel: +1 207 347 2012

Chris manages Apex’s Portland, Maine office and oversees daily mutual fund operations, including transfer agency, fund administration, fund accounting, tax and compliance. Chris has over 25 years’ mutual fund experience with Atlantic Fund Services, Citi, Forum Financial Group and Fund Plan Services.

Country Head - Bermuda

Tel: + 1 (441) 292-2739

Manu has over 18 years of global experience in the fund accounting industry, gaining knowledge and exposure through different administrators and a wide variety of clients including PE, RE, VC, Hedge Funds, Hybrids and Family Office. Previously, Manu joined Apex in 2008 and held positions at Apex Group in USA and currently as the Country Head of the Bermuda. His core focus is growth and development of the business in Bermuda.”

Regional Managing Director – Head of LATAM

Tel: + 1 55 11 4560-2069

Roberto has over 25 years of experience in financial and capital markets, fund administration and custody services. He is currently Apex’s Latin America Regional Managing Director and oversees Apex’s different businesses across that region, including the acquisitions made by Apex in Brazil. He has extensive experience and has worked many years in global organizations such as; Citigroup, HSBC and Santander.

Country Head - Canada  

Tel: +1 647 962 1375

As Head of our Canada office, Raja is focused on strategic planning and business development for the region. He has over 20 years’ experience within the financial services industry and has an ACA from the Institute of Chartered Accountants of India.

Country Head - Canada  

Tel: +1 647 962 1375

As Head of our Canada office, Raja is focused on strategic planning and business development for the region. He has over 20 years’ experience within the financial services industry and has an ACA from the Institute of Chartered Accountants of India.

Country Head - Canada  

Tel: +1 647 962 1375

As Head of our Canada office, Raja is focused on strategic planning and business development for the region. He has over 20 years’ experience within the financial services industry and has an ACA from the Institute of Chartered Accountants of India.

Managing Director, Cayman Islands

Tel: +1 345 938 0360

Rudy has over 20 years’ experience serving a wide spectrum of investment funds, banks and reinsurance clients. He has previously held senior management roles at EY in Cayman Islands and India, KPMG in Bermuda, Nomura and Nassau Re. He is a Qualified Chartered Accountant, Certified Financial Risk Manager and Certified Financial Services Auditor.

Country Head, Cayman Islands

Tel: +1 345 747 2739

Anne Storie is the Country Head for the Cayman Islands office. She has over 18 years of experience in financial services in corporate services, fund governance, regulatory compliance, product development, and M&A. Her previous experience includes leading a family office and she was the CEO of the Americas for the Waystone Group.

Head of CRM Apex North America

Tel: + 203-293-5101

Seth D. Almansi has worked for over 25 years in the financial services industry. He began his career as a fixed income business manager at Deutsche Bank. Following that role, he worked at UBS Investment Bank and Citi in the role of Prime Brokerage Sales. Seth earned his Bachelor’s degree at Bates College and his Master’s Degree at The University of Chicago. Seth previously co-managed the North American Business Development team and is currently the Head of Client Relationship Management for Apex Group North America.

Managing Director, Head of Charlotte Office

Jonathan has over 16 years of experience in the fund accounting industry, gaining knowledge and exposure through different administrators (BNYM, Citco & Apex) and a wide variety of clients including PE, RE, VC, Hedge Funds, Hybrids and Family Office. Jonathan joined Apex in 2018 as the head of the PE/RE team for the Charlotte office and now is the Managing Director for the entire office.

Chief Regional Officer

Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.

Head of Costa Mesa

Greg has more than twenty years’ experience within the financial services and accounting industry. He leads our Client Service Team in California and is also responsible for the Fund Custody Product for the Americas. Greg received his MBA from the Marshall School of Business at USC where he concentrated in Finance and Accounting.

Managing Director, Private Equity

Tel: +1 214 393 2961

Maria has more than 20 years of experience in public accounting, corporate accounting, and fund administration. She is responsible for managing Apex's operations in Texas and was brought on board following Apex's acquisition of Sanne Group. Before joining Apex, Maria worked at Deloitte, Ernst & Young, MUFG Investor Services, and other financial services firms.

SVP Business Development

Tel: +1 424 248 8091

Alex has over 18 years of experience in financial and fund services. His current focus is on fund administration for Private Equity, Real Estate, Hedge & Digital managers in the Americas based in Miami. He brings extensive prior experience in structuring customized financing solutions for capital raising and in investment management services.

Local Managing Director

Tel: +1-551-228-2508

Jennifer has over 20 years’ of experience in private equity fund administration. She joined the firm as part of the Apex acquisition of Broadscope Fund Administrators in 2019 and is currently serving as the local managing director overseeing operations in the Paramus, New Jersey office. Her previous experience includes State Street, Palmeri Fund Administrators and Bear Stearns & Co.

Chief Regional Officer

Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.

Head of Mutual Fund Services, Americas

Tel: +1 207 347 2012

Chris manages Apex’s Portland, Maine office and oversees daily mutual fund operations, including transfer agency, fund administration, fund accounting, tax and compliance. Chris has over 25 years’ mutual fund experience with Atlantic Fund Services, Citi, Forum Financial Group and Fund Plan Services.

Head of San Francisco

Tel: +1 650 212 2000

Alex has over 15 years’ experience in the funds industry, specialising in Private Equity and Real Estate sectors. He currently oversees Apex’s business across San Francisco and joined as part of the Apex acquisition of Equinoxe in 2017.

Chief Regional Officer

Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.

Country Head – Uruguay

Tel: +598 93 759 097

Agustin has over 15 years' experience in financial services. His areas of expertise covers fund accounting, fund launches, fund distribution, hedge fund administration and legal procedures, relationship with banks and services providers, portfolio valuation procedures, NAV calculation, Prime Brokerage, Compliance, KYC, fund structures, regulatory filings, among others. He is an Economist, and speaks, Spanish, English and Portuguese.