A founder and Principal of Stone Coast, Marc practiced law in Washington, DC for seven years before joining Forum Financial Group, where he served as corporate counsel and launched European fund administration companies. In 2000, Marc founded Forum’s US hedge fund administration business, which he ran for six years as Forum and as Citigroup, following the latter’s acquisition of the business in 2003. Marc also has served as a director and officer for numerous onshore and offshore companies. In addition to business management, Marc supports client relationships with a thorough knowledge of funds’ structural, tax and regulatory issues. Marc earned his Bachelor’s degree with Distinction from Yale before getting his law degree from Vanderbilt.
Sara is Managing Director at Stone Coast and is responsible for oversight of Compliance, Risk and Control, Corporate Administration and Client Management. She joined Stone Coast in 2008, having spent the prior five years at Citigroup where she served as Director of Client Management and Director of Fund Administration for US clients, exercising overall management of large portions of service delivery. Over ten prior years, Sara held CFO and CAO positions with Forum Financial Group (later acquired by Citigroup), and also with The VIA Group, a national strategic marketing firm. Before that, she was Controller and Director of Financial Reporting for Wright Express, LLC, an international credit card transaction processing company. Sara began her career in 1986 in Boston with the audit practice of Deloitte & Touche. She earned a Bachelor’s degree in business administration (accounting concentration) with highest honors and highest distinction from the University of Maine. Sara is a CPA.
Jason is a Director at Stone Coast and oversees Central Services, including Cash Services, Financial, Tax and Regulatory Reporting, and Data and Reporting Services. Prior to joining Stone Coast, Jason served as the co-head of Operations for Citigroup’s US Alternative Investment Fund Services team. Jason was a co-founder of Forum Financial Group’s U.S. Hedge Fund Administration business, where he had extensive responsibility for business process design and implementation. Jason is expert in hedge fund portfolios of all types, and in all aspects of partnership administration. Jason is a graduate of the University of Maine.
Ed joined Stone Coast in 2016 as a Director and the firm’s Chief Information Officer. He brings extensive IT leadership experience having supported complex global businesses with mission-critical business applications and multi-site solutions. Ed has been responsible for corporate IT strategies, high volume systems, application development, data distribution, cyber security and application architecture, design and support throughout his career. Most recently, Ed served as Technical Management Consultant for Allsource PPS/MetLife, where he provided strategic technological planning in support of the Global Data Center program, a multi-year program consolidating 55 data centers globally into 10 regional data centers. Prior to that, he was the Senior Technology Manager at Bridgewater Associates, the world’s largest hedge fund. Ed has also held senior roles at Sharepoint, Intuit, Accenture and various financial services companies. Ed earned a BA with a concentration in Business Administration from Grove City College and later a Master’s Degree in Business Administration from New Hampshire College.
Liam is a Director and Head of Operations, overseeing all Operations teams, including Fund Accounting, Investor Services, Central Services, Product Development, and Project Management at Stone Coast. He brought 23 years of prior industry experience to Stone Coast, across a range of senior roles. As a Director with Citigroup, Liam ran Citi’s Cayman office before moving on to serve as Citi’s Head of Alternative Investment Investor Services for all of North America, where he managed large teams in business sites spread over five countries. Liam also served as Head of Change Management for Alternative Investments and Private Equity for Citi, where he led project management teams responsible for major transformational changes to Citi’s operations and infrastructure. Liam received a BA in Business Administration from New England College.
Kenyon is a Director and Stone Coast’s Corporate Counsel. As Head of Compliance, she oversees the Legal and Compliance group, which is responsible for oversight of Stone Coast’s Anti-Money Laundering, International Tax Compliance and Information Security Programs. Kenyon brings both general litigation and business restructuring and insolvency experience from private legal practice at one of Maine’s largest law firms. She has served as professor of American Law at Universidad de los Andes in Santiago, and as professor of Cultural Studies at Universidad Catolica in Valparaiso. She has also worked extensively as a translator on academic and journalism projects in Chile. Kenyon earned her J.D. from the University of Maine School of Law magna cum laude, and her BA in Anthropology from Cornell University cum laude.
Managers and Senior Staff
John is a Unit Manager within Fund Accounting. John previously served as the co-head of Operations for Citigroup’s U.S. Alternative Investment Fund Services team. John has been in the industry since 2000 and has considerable prior experience managing large teams, both as the general manager of two businesses, and as a Sergeant with the 82nd Airborne. John was an early member of Forum Financial Group’s Hedge Fund Administration business, and was central in designing and developing its automation and controls. John is a graduate of the University of Southern Maine.
Laurie is an Operations Analyst at Stone Coast. Prior to joining Stone Coast in 2007, she served as a financial reporting specialist at Citigroup, and as an accountant in the alternative investment group. Laurie previously worked as a Portfolio Administrator for State Street Corporation. Laurie holds a Bachelor of Science Degree with a concentration in finance from Westfield State University. She earned her CAIA designation in 2012.
Shawn is the Group Manager of Automation Support/Operations Analysis within Operations. He has been with Stone Coast since 2012, first as a Hedge Fund Accountant and later as an Account Manager. Prior to joining Stone Coast, Shawn worked as a territory sales manager for Pepsi-Co, where he provided leadership and direction to seven sales representatives. Shawn earned a BA in Business Management from the University of Maine at Presque Isle in 2007 and later received an MBA in Business Administration from the University of Southern Maine in 2013.
Ryan is a Group Manager within Fund Accounting. He joined Stone Coast in 2016 after working as an Alternative Investments Fund Controller at Wellington Management Company and before that, within the Assurance group at PwC. Ryan earned his CPA in 2011 and continues to maintain his certification. He attended the University of Vermont, where he received a B.S. in Business Administration as well as Master of Accountancy degree.
Matt is the Group Manager of Implementations within Fund Accounting. He joined Stone Coast as a Hedge Fund Accountant in 2013, and later was promoted to Account Manager in 2014. Matt concentrated in Finance and Economics while obtaining his Bachelors of Science in Business Administration from the University of Southern Maine.
Paul is Stone Coast’s Operations Manager. He brings considerable experience to Stone Coast, having spent nine years as a financial analyst in reinsurance and in benefits consulting before moving to hedge fund administration in 2004. Paul was a senior co-head of Citigroup’s U.S. hedge fund administration operations team, responsible for the administration needs of 85 hedge funds. Paul has a BS in Finance from the University of Southern Maine, and an MBA from the University of Maine.
Jeff is a Group Manager in Investor Services. Prior to Stone Coast, Jeff was an Assistant Vice President at Brown Brothers Harriman in Boston for ten years where he led a Transfer Agency team primarily focused on Alternative Investments. Jeff has successful experience managing sophisticated client relationships across multiple alternative fund structures in addition to traditional funds. He also operated in a business analysis role while working in Dublin on assignment for BBH. Jeff brings strong operational, client service, employee management, and industry expertise to Stone Coast’s Investor Services department. Jeff holds a Bachelor of Science Degree in Mathematics from Union College.
Elizabeth is a Group Manager in Investor Services. She began her career in Fund Administration in 2003. Prior to Stone Coast, Elizabeth was a Senior Manager at SS&C Technologies in Windsor, CT, where she was responsible for an Investor Services team that managed a large number of clients, was responsible for regulatory initiatives, and involved with client relationship management. Elizabeth started her Hedge Fund Administration career in Boston at BISYS as a Senior Associate. She then took the opportunity to broaden her knowledge and work in Bermuda for JPMorgan where she moved from an Account Manager to an Assistant Vice President. Elizabeth attended the University of Vermont.
Neal is a Group Manager within Fund Accounting. He joined Stone Coast in 2008 with 13 years of experience in fund accounting and financial analysis and control functions, which give him considerable depth and breadth of experience and insight. Prior to joining Stone Coast, Neal served in a senior capacity as a fund accounting Manager with another global administrator, responsible for leading a team of 15 fund accountants as well as for critical corporate-wide functions. Neal concentrated in Finance in obtaining his Business Administration degree from Bryant College.
Nina is Stone Coast’s Client Manager. She joined Stone Coast in 2014 after spending a decade with a specialty venture capital firm as its Vice President. She was responsible for portfolio company relationships as well as the individualized management and servicing of portfolio company investor relationships while overseeing compliance matters for the firm. Nina also served as a relationship manager with Forum Financial Group, ensuring quality service delivery to mutual fund clients across multiple service delivery segments. Nina holds a BS in Human Development with a concentration in Business from Boston College.
Dave is the Group Manager of the Application Support team where he is primarily responsible for the development and support of the workflow automation platform. He joined Stone Coast in 2012 as a Business Analyst after having spent the previous eight years working in Custody/Fund Accounting and Business Analysis at Investors Bank & Trust and Brown Brothers Harriman, respectively. Dave holds a B.S. in Business Administration from the University of Vermont as well as a Master’s in Business Administration from Boston College.
Patricia is the Group Manager of the Project Management team. Prior to joining Stone Coast, Patricia was a Senior Project Manager at Bridgewater Associates in Westport, CT, where she was responsible for large-scale infrastructure and technology transformation programs. Before working with Bridgewater, she was a Vice President at Wellington Management Company in Boston and responsible for the firm’s remote computing programs, including IT support for their Sydney, Tokyo, Hong Kong, London, Singapore, San Francisco, and Radnor PA locations. Patricia holds a Bachelor of Science degree in Applied Mathematics / Computer Science from Plymouth State University and a Master’s Degree in Computer Science from Rivier College. Patricia has also earned her PMP and CSM certifications.
Aileen is a Group Manager within Fund Accounting. She joined Stone Coast in 2014 as a Hedge Fund Accountant, was later promoted to Account Manager and, in 2018, was promoted to Group Manager. Aileen attended Pace University, where she pursued a dual major in Mathematics and Economics and a minor in Statistics, and received her BA.
Amanda is the Investor Risk and Regulatory Manager within Investor Services. She joined Stone Coast in February 2017 after working in Bridgewater Associates, LP’s Client Service department since 2012. Prior to Bridgewater, Amanda worked in Investor Relations for a New York based Merger Arbitrage fund. Amanda brings to Stone Coast relevant industry experience across implementation of regulatory-driven best practices, investor due diligence and onboarding, and complex account transitions. She graduated from Trinity College, Hartford, CT with a Bachelor of Arts in Political Science.
Eric is a Group Manager in Investor Services, joining Stone Coast in 2014. He began his career in 2007 at State Street Corporation where he worked for five years as a Client Services Associate. Eric was responsible for an average of $175 million in transfers daily for several high net-worth mutual fund clients. Before joining the team at Stone Coast, he spent two years as an Implementation Consultant at Tyler Technologies providing onsite consultation with core governmental financial officers to implement a new ERP system. Eric earned his BA in Economics from Wake Forest University.
Bill is a Group Manager within Fund Accounting. He began his career in 1997 at Forum Financial Group and served as a Fund Accounting Manager before moving to an Account Manager position at Investor’s Bank and Trust. Bill joined Wellington Management for three years as a Client Administration Specialist before returning to Citigroup (Forum) as a Vice President and Section Manager, responsible for every aspect of a major subsection of Citi’s hedge administration business. Bill has a BS in Business Administration and Finance from New Hampshire College.
Warren is a Group Manager within Fund Accounting. Prior to Stone Coast, Warren was an Assistant Vice President at Brown Brothers Harriman, overseeing financial statement preparation for registered investment companies. He previously held positions at both State Street and Investors Bank and Trust. His considerable depth of fund accounting, financial reporting, and regulatory knowledge, bolsters Stone Coast’s expertise regarding clients’ non-operational needs. Warren has a BS in Business Administration from Babson College and a Master’s in Finance and Economics from Boston University. He also has earned Graduate Certificates in Management, Accounting and Financial Markets & Institutions.
Josh is a Group Manager in Fund Accounting. He joined Stone Coast in 2014 as a Hedge Fund Accountant with an extensive background in financial operations and client services and was later promoted. Before Stone Coast, Josh worked with Brown Brothers Harriman for seven years in their Corporate Actions department in Boston. He began his career as a high school mathematics teacher at Avon Old Farms in Connecticut, where he taught for four years. Josh has a bachelor’s degree in Economics from Duke University and an MBA from Boston University.
Sam is the Senior Manager of Corporate Administration at Stone Coast. She joined Stone Coast in 2013 with over nine years of experience in human resources. Prior to joining Stone Coast, Sam was Operations Manager in Human Resources at Boston University where she managed and executed Human Resources process changes in relation to the integration of a new HRIS system. In addition, Sam managed the HR budget, headed project teams on a major website update, and was responsible for maintaining content in the website and in written documents. Sam has a BS in Education from Springfield College and a Master of Education from Boston University.
Jen is a Group Manager within Fund Accounting. She has nearly fifteen years of accounting experience. Prior to joining Stone Coast, Jen was the Accounting Manager for an asset management firm in the renewable energy industry. She also worked in both mutual fund accounting and hedge fund accounting at State Street Bank and Citigroup, respectively. Jen has a BA in English from Bridgewater State University.
Jeff plays a lead role in tax analysis and in the preparation of partnership returns for Stone Coast clients. Prior to joining Stone Coast, Jeff was an officer and Senior Tax Specialist for a major fund administrator. After spending his first few years in the industry as a fund accountant and fund accounting manager, Jeff took on responsibility for delivering basic and advanced training for new and existing accountants. Jeff also has worked as a business analyst, focused on development and technology initiatives for fund accounting users. Jeff earned a business administration degree with an accounting major from the University of Maine.
Rob is the Manager of Business Development. He has worked in the alternatives arena since 2001, specializing in bank loans, trade claims, derivative products, trading and middle office operations. Rob has worked in New York with the law firm Weil, Gotshal & Manges LLP, which he left for Deutsche Bank Securities. Rob further developed his derivatives middle office experience with two Boston hedge funds, Boldwater Capital and Sowood Capital, before joining Stone Coast. Rob is a graduate of Haverford College.
Karen is the Group Manager of IT Operations, overseeing the help desk and application support, ID administration, ITIL processes and documentation. She brings 16 years of strategic outsourcing IT management experience working at IBM for financial services companies, specifically State Street, Citigroup, Bank of America, Santander and Fidelity. Prior to working for IBM, she was an IT Technical Manager for Unum. Karen received her undergraduate degree in Business Administration with a major in Computer Information Systems at Bryant College and an MBA degree from Husson College.
Rebecka is a Group Manager within Fund Accounting. She joined Stone Coast as a Hedge Fund Accountant in 2012 and later was promoted to Account Manager. Rebecka earned a BS in Accounting from the University of Southern Maine in 2012.
Kerin is a Unit Manager within Fund Accounting. Preceding her commencement at Stone Coast in 2008, she held various fund accounting group management positions at both BISYS Hedge Fund Services and Citigroup. Throughout her time in these positions, she oversaw many client relationships, giving her the opportunity to gain extensive experience in a variety of fund structures and strategies for both Onshore and Offshore clients. Kerin attended Providence College and received a BA in Economics.
Michel is a Group Manager within Fund Accounting. With Stone Coast since 2011, Michel brings over ten years of hedge fund accounting experience garnered from work at several major hedge fund administrators. His broad range of hedge fund and accounting knowledge makes him a natural fit for Stone Coast. Michel earned a BS with a Finance major/Economics minor from the University of Delaware, and an MBA from Goldey-Beacom College. He has completed the FINRA Series 7 and 63 licensing examinations and is fluent in French.
Dan is a Group Manager within Investor Services. He joined Stone Coast in 2015 as an Investor Services Representative and was promoted to Group Manager in 2018. He began his career as a Financial Analyst at The Boeing Company, building his knowledge of financial operations. Dan has a bachelor’s degree in Aviation Business Administration from Embry Riddle Aeronautical University.
Marie is a Senior Risk Specialist within the Risk and Control group and has over 17 years of experience in anti-money laundering compliance, investor services operations, and risk management. Joining Stone Coast in 2015, Marie brought 14 years of prior experience with Citi Hedge Fund Services (Cayman) Ltd. and Citi Hedge Fund Services North America Inc., including six years in the Cayman Islands managing the investor services team and 12 years serving as the Money Laundering Reporting Officer for Citi Hedge Fund Services (Cayman) Ltd. Before leaving Citi for Stone Coast, she was the Senior Vice President of Risk and Control for Citi’s North American Hedge Fund Operations. Marie earned a BA in Law and Accounting from the University of Limerick in 1997 and qualified as a Chartered Accountant in 2000 with the Institute of Chartered Accountants in Ireland.
Guillaume is the Group Manager of IT Infrastructure and Security. He joined Stone Coast in 2016 as a Senior System Engineer to support the growth of Stone Coast and increased reliance on technology. Guillaume brings considerable experience to this role having supported multiple IT Integrations as part of acquisitions with Honeywell Safety Products and Electrocraft. In addition, he held the position of Network and System Manager for Honeywell where he led a global team to support critical infrastructure and advance the security capabilities.
Josh is a Unit Manager, co-managing Fund Accounting. Josh has been a part of the Stone Coast team since early 2007 and brings nine years of fund experience at Putnam Investments, State Street and Citigroup. In addition to expertise in portfolio and partnership accounting, Josh brings experience in information audit and performance analysis. At Citigroup, Josh was one of two senior operations co-heads of the U.S. hedge fund administration business and was responsible for the administration needs of 85 hedge funds. Josh has a BS in Finance from the University of Maine.
Bogdan is the Group Manager of the Software Development team. With the company since 2013, Bogdan brings more than fifteen years of experience in the design and implementation of large-scale software systems for the financial and health care industries. He designed and developed various Automated Security Master and Trade Automation solutions and plays an active role in the implementation of other key systems. Bogdan has a Master’s degree in Applied Computer Systems and Artificial Intelligence from Polytechnic University of Bucharest, Romania, and holds a number of professional certifications.
Sarah is the Group Manager of the Operations Data and Reporting Services team. She has been with Stone Coast since 2015, first as a Data Administrator in Investor Services before her promotion to Manager. Prior to Stone Coast, Sarah worked in banking, primarily focused in retail mortgage lending and loss mitigation. Sarah earned her bachelor’s degree in Economics from the University of Southern Maine
Andra is a Group Manager within Fund Accounting. She has worked in the financial industry since 1999. Prior to joining Stone Coast in 2012, she started her career at Forum Financial Group and served as a Senior Fund Accountant before moving to a Financial Reporting role. Andra joined Iberdrola for one year as a Accounting and Analysis Analyst and also worked at Unum as a Budget Analyst/HR Financial Management Information Analyst. Andra has a B.S. in Resource Economics and Policy from the University of Maine.
Joe is Stone Coast’s Product Manager. Joe joined Stone Coast in 2012 with over ten years of financial services experience, initially with a major hedge fund administrator where he managed a team of eight working on multicurrency funds. Joe later worked at a large hedge fund performing middle and back office operations for portfolios of equities, debt and complex derivatives. Most recently, Joe worked in accounting for another large hedge fund doing internal audit, partner allocations and financial statement preparation on complex fund structures.
Eleni is Stone Coast’s Group Manager in Compliance and is also a Compliance Attorney. She has over ten years of experience working in the financial services industry with a strong background in investment manager compliance with the federal securities laws. Prior to joining Stone Coast, she served as a compliance consultant to hedge fund managers and other investment advisers by creating and maintaining compliance programs tailored to each client’s compliance culture and business operations. Eleni earned her Bachelor’s degree in American Studies from Connecticut College before getting her law degree at Suffolk University.
Mike is a Group Manager within Fund Accounting. He joined Stone Coast in 2013 as a Hedge Fund Accountant, bringing with him 14 years of accounting and finance experience. Mike began his career in the financial industry in 1999 at Putnam Investments, where he was hired as a Fund Accountant and was later promoted to Accounting Supervisor. He earned a BA in Economics from Middlebury College and an MBA in International Business & Accounting from Sacred Heart University.
Jonathan is the Senior Manager of the Risk and Control group. With Stone Coast since 2012, Jonathan brought over 16 years of prior fund accounting and financial administration experience with Forum Financial Group and Citi Fund Services, where he rose to the level of Senior Vice President. At Citi, Jonathan was responsible for the Financial Reporting department, servicing a wide array of registered and unregistered fund structures and investment strategies, while managing a team of 44 staff in different countries. Jonathan has a BS in Business Administration with a concentration in Accounting from the University of Maine.
Fred serves as Stone Coast’s Controller. With Stone Coast since 2007, Fred brought over 20 of professional experience in the financial industry. He began his career at the Bank of Boston, where he managed a team of 27 people, followed by 3 years as a CPA at Coopers and Lybrand. Fred has spent 20 years in fund administration, as a Senior Finance Manager for Forum Financial Group, and as Senior Vice President of Financial Control for Citigroup. Fred has a BS in Economics from the University of Southern Maine and an A.S. in Business Management from the University of Maine.
Mike is the Group Manager of Financial and Regulatory Reporting. He has helped implement and lead the financial reporting function at Stone Coast as a Financial Reporting Manager since 2009. Mike brings significant financial reporting expertise to Stone Coast, which he acquired from State Street, where he rose to the level of Assistant Director. While at State Street, Mike oversaw and worked on reporting for a wide array of fund structures and investment strategies, at the same time managing a team of 14. Mike has a BBA in Finance from the University of Massachusetts Amherst and an MBA from Suffolk University.
Brian is a Group Manager within Fund Accounting. Prior to joining Stone Coast in November 2015, Brian spent 11 years with Bisys Hedge Fund Services/Citigroup and 3 years with JP Morgan, where he was exposed to a variety of mutual funds and hedge funds investing in a portfolio comprised of a diverse set of investment vehicles. Brian attended Hartwick College and received a bachelor’s degree in Business Management.
Laura is the Unit Manager within the Investor Services and Investor Regulatory Reporting groups. Laura joined Stone Coast in 2013 following five years at the Bank of New York Mellon. During her time at BNY Mellon, she was a Fund Accountant primarily responsible for portfolio accounting of non-profits and endowments. Laura soon moved into a supervisor role at BNY Mellon for the Private Investments department responsible for the accounting, performance and custodial functions of investor’s alternative investments. Laura is a graduate of Stonehill College and further earned her Master’s degree in Banking and Financial Management at Boston University.
Justin joined Stone Coast in 2016 and is the Group Manager of Business Analysis. Prior to joining Stone Coast, he was Vice President at State Street Global Markets focused on electronic trading, client facing algorithms, and automated risk management. He has worked in the FX Trading industry for seven years and has extensive knowledge of eFX, market making, liquidity aggregation, and risk management. Previous to State Street, Justin worked at Boston Technologies, a quantitative hedge fund, where he managed over $10B in monthly trade flow. Justin holds degrees in Biochemistry and Economics from Saint Michael’s College.