Americas

MD Americas – Chief Innovation Officer

Tel: +1 212 521 5008

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 Closed Products

Tel: +971 2 672 6327

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.”

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.

Head of Business Development, Managing Director | Boston Office

Tel: +1 617 275 7368

Stacey Arrigo is managing director of the firm’s Boston office and leads the firm’s client relations and new business development efforts. Before joining Broadscope in 2017, Stacey was managing director of Silicon Valley Bank’s global fund banking practice, responsible for the firm’s East Coast venture capital relationships. She also served as senior vice president at Square 1 Bank, responsible for launching the firm’s venture capital banking presence on the East Coast. Stacey is a senior financial services executive with a specialization in the venture capital, private equity and alternative investment markets. Stacey holds a Bachelor of Science in Accountancy from Bentley University.

Director, Business Development

Tel: +1 831 566 9666

Michael is responsible for leading the Group’s West Coast business development efforts, connecting clients with fund, financial, corporate, and ESG solutions spanning the entire investment lifecycle. Michael joined Apex from Kirkland & Ellis LLP, where he led client development efforts across practice groups, including fund formation, M&A, debt, and litigation.

Corp. Practice Lead & CFO

Tel: +1 415 308 6958

Marjorie joined Apex in 2021 as Head of Corporate Solutions, through the GCG acquisition. Having previously worked as an audit partner at Marcum and also as a CFO at public and private companies. Marjorie adds material value to our leadership team through her deep understanding of the corporate services space.

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.

MD Americas – Chief Innovation Officer

Tel: +1 212 521 5008

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.

Director, Business Development

Tel: +1 831 566 9666

Michael is responsible for leading the Group’s West Coast business development efforts, connecting clients with fund, financial, corporate, and ESG solutions spanning the entire investment lifecycle. Michael joined Apex from Kirkland & Ellis LLP, where he led client development efforts across practice groups, including fund formation, M&A, debt, and litigation.

MD Americas – Chief Innovation Officer

Tel: +1 212 521 5008

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 - USA

Tel: +1 1 646 517 1028

Krishna has over 30 years of experience as CEO and COO. His previous roles include Head of Alternative Investments at BBVA, Head of Operations for Deutsche Asset Management, Head of Alternative Investment Products for TIAA, COO of S3 Partners, and Co-Head of Institutional Services at Morgan Stanley. He currently manages the US for the Apex Group focusing on business and client development.

Client Relationship & Trust Management

Jessica is head of trust and relationship management for Apex Portland. Jessica has over 25 years’ fund services experience covering U.S. mutual fund operations and management; process and system design, testing and implementation; project management; finance; and business development at BNY Mellon, Citi, Fidelity, Forum Financial Group and J.P. Morgan.

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.

Director, Business Development

Tel: +1 831 566 9666

Michael is responsible for leading the Group’s West Coast business development efforts, connecting clients with fund, financial, corporate, and ESG solutions spanning the entire investment lifecycle. Michael joined Apex from Kirkland & Ellis LLP, where he led client development efforts across practice groups, including fund formation, M&A, debt, and litigation.

MD Americas – Chief Innovation Officer

Tel: +1 212 521 5008

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.