Jeffrey Kachel

Hands-on Operations/Management Executive with extensive financial management, planning and analysis as CFO. Responsible for operational leadership for a federally registered Investment Advisor around equity oriented institutional and high net worth individual customized portfolios. Proficient in start-ups, new initiatives, operations and technology and risk compliance. Effective leader for the support of the accounting and finance roles. Extensive experience with developing policies and procedures, human resources and the negotiation of agreements as well as vendor relationships. Directly manage the Financial responsibilities, FP&A, payroll, taxes and benefit administration. Detailed composition of GIPS performance composites and related audit functions. Completion of ongoing compliance program, code of ethics and regulatory reporting. Continual adherence of technology and systems support, integration and planning. Development and training surrounding an effective portfolio administration, trading and reporting to individuals, profit sharing plans, institutional accounts, endowments and foundations.