Steven G
About
Steven G is from Palo Alto, California, United States. Steven is currently Chief Operating Officer at Regis Management Company LLC. In Steven's previous role as a Project Manager at Lante Corporation, Steven worked in until Jan 2001.
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Steven G's current jobs
Responsible for managing the non-investment related operations and technical infrastructure of a multi-family office investment firm. Business channels supported include separate accounts for high net worth individuals and foundations as well as hedge funds. • Oversee all trade processing, back-office operations, operational risk management, firm compliance, performance reporting and general business / office operations of the firm. • Responsible for coordinating annual tax and audit work for pooled funds, operational due diligence reviews, and regular reporting to investors and other interested parties. • Primary contact / relationship manager between the firm and its fund administrators, legal counsel, tax advisors and auditors. • Implemented various firm-wide initiatives to enhance the firm’s compliance program to support both 1940 Advisor and Investment Company Acts. • Manage all technology infrastructure of the firm including implementation and ongoing testing of a fully operational Business Continuity Plan.