Our Foundation: Quality and Continuity
Service quality depends most fundamentally on staff quality and continuity - factors that dramatically differentiate Stone Coast from other administrators. Our team averages more than ten years of industry experience, with the overwhelming majority bringing officer or managerial backgrounds from other administrators. Our turnover rate also makes us an outlier. Now in our sixth year, Stone Coast has had only one staff departure since inception.
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 and international 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 Bachelors degree in Literature with Distinction from Yale before getting his law degree from Vanderbilt.
Lawrence Mann (1969 - 2007)
Lennie, a co-founder of Stone Coast, was lost on September 8, 2007. A friend and mentor to many, Lennie took pleasure in work done well, and in working well together. He leaves warm memories and a model that we aspire to.
Sara joins Stone Coast from Citigroup where, from 2004 to 2008, 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 Chief Financial Officer and Chief Administrative Officer 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 Bachelors degree in business administration (accounting concentration) with highest honors and highest distinction from the University of Maine. Sara is a Certified Public Accountant.
Lisa was a Vice President at the Bank of New York, where she worked for 10 years, both in New York and Paris, managing complex banking relationships covering a variety of financial services for banks, asset managers and hedge funds. Lisa has a B.A. in Economics and French from Lehigh University and Master in International Affairs from Columbia University’s School of International and Public Affairs.
Jason is Stone Coast's Head of Operations. Prior to joining Stone Coast, Jason served as the co-head of Operations for Citigroup's U.S. 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. With 11 years of industry experience, 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.
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 seven years ago. 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 B.S. in Finance from the University of Southern Maine, and an MBA from the University of Maine.
John served as the co-head of Operations for Citigroup's U.S. Alternative Investment Fund Services team. John brings 11 years of industry experience, and considerable prior experience managing large teams, both as the general manager of two businesses, and as a Sergeant with the 82nd Airborne Division of the U.S. Army. John was another 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.
Abhinav is a member of Stone Coast's growing IT team. A graduate of Husson University, where he earned a B.S. in Computer Information Systems, Abhinav puts to use his considerable technical skills working on programming and automation initiatives for Stone Coast.
Laurie was a Senior Portfolio Accountant at State Street where she was responsible for a portfolio of non-profit clients. She then moved to Citigroup where she worked as a Hedge Fund Accountant and Financial Reporting Specialist, responsible for financial statement preparation for hedge funds. Laurie has a B.S. in Business with a Finance concentration from Westfield State College. She has successfully completed Level I of the Chartered Alternative Investment Analyst exam.
Meredith brings to Stone Coast eight years of fund accounting and operations management experience with Forum Financial Group and Citigroup. In addition to US fund accounting responsibilities, Meredith was, during the latter part of her tenure with Citigroup, also responsible for supporting Citi's European accounting operations in Scotland. Meredith graduated from Thomas College with a B.S. in Business Administration.
Tim brings eight years of fund accounting and administration experience to Stone Coast, acquired from senior accountant roles at major hedge fund administrators. He has considerable exposure to fund management and performance fee calculations, as well as OTC securities valuations. Before embarking on his fund accounting career, Tim spent six years as a Senior Airman with the Massachusetts Air National Guard. Tim has a Bachelor of Science in Business with a minor in Accounting from Massachusetts College of Liberal Arts.
Luke’s 12 years of fund accounting experience have covered a broad range of hedge fund styles and structures. Before joining Stone Coast, Luke served as one of Citigroup’s most senior managers of hedge fund accounting operations. Luke earned his Bachelor of Science in Business Administration at Bryant College.
Mike spent over six years in different parts of the financial services industry before joining Stone Coast. Mike started as an options market maker on the Chicago Board of Exchange, and then in New York on the American Stock Exchange. Mike then worked as a financial advisor for Morgan Stanley before joining Citigroup's hedge fund accounting business. In three years with Citigroup, Mike served as a senior accountant, managing a team of accountants and clients. Mike earned a degree in Economics from Duke University.
Nicole’s eight years of fund accounting and operations management experience at Citigroup culminated as an officer and Section Manager. At the time of her departure, she managed all of Citigroup’s Portland-based U.S. hedge fund accounting staff, and half of the offshore hedge fund accounting staff. Nicole brings an exceptional knowledge of a range of complex portfolio issues to Stone Coast. Nicole earned a B.A. in Business Economics from the University of Maine at Farmington.
Stephanie brings five years of solid accounting experience garnered from major providers where she was responsible for month-end and year-end reporting for numerous equity and fixed income funds. Stephanie has a B.A. in Business from Saint Anselm College.
Neal's 16 years of accounting, and prior Business Administration degree, give him considerable depth and breadth of experience and insight. Neal has eight years of experience in financial analysis and control functions in addition to his eight years of fund accounting. 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.
Jon is Stone Coast's Head of Investor Services. Jon joined Stone Coast in 2007, after five years of offshore funds experience in supervisory and managerial capacities with the Bank of Bermuda and with Citigroup. Jon has extensive experience with investor capital transactions, cash processes and regulatory compliance. Immediately prior to joining Stone Coast, Jon served as the General Secretary of the Bermuda Island Games Association. A former member of Bermuda's Men's National Volleyball Team, Jon coaches the Women's National Team. Jon received a degree in Architectural Technology from Sheridan College in Canada.
David is a Business Analyst for Stone Coast, and brings with him 5 years of experience earned at major financial services firms. His career includes time spent in fund accounting, product development, software monitoring and the development and implementation of operational best practices. David earned a B.S. in Business Administration from the University of Vermont, where he was a member of the Order of Omega Honor Society, and an MBA from Boston College.
In addition to leadership skills honed during his service in the U.S. Army, which included a tour of duty in Iraq, Shaun brings financial advisory and accounting experience to Stone Coast, earned at major financial services firms. Shaun has a B.S. in Finance and Economics from Thomas College; has completed the FINRA Series 7 and 66 licensing examinations; and holds a Health and Life Insurance License from the state of Maine.
Jon comes to Stone Coast with 10 years of fund accounting and financial analysis experience. A former accountant and cash management specialist at Citi, Jon went on to the Lead Analyst position at another firm where he provided technical and analytical expertise for the corporate planning and control group. Jon has a B.S. with distinction from the University of Maine, and a Master of Science in Business from Husson University.
Paul brings considerable experience to Stone Coast, having previously spent over ten years in hedge fund and mutual fund accounting with Forum Financial Group and Citigroup Fund Services, where he served in a senior, review capacity. Paul is well-versed in all aspects of portfolio accounting. He earned his B.S. in Business Administration from the University of Southern Maine.
Bill has 14 years of experience in the financial industry. He began his career 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 B.S. in Business Administration and Finance from New Hampshire College.
Brian brings 12 years of solid financial services industry experience to Stone Coast. He spent six years as a fund accountant at two leading administrators, where he was responsible for providing daily fund reporting for a host of large clients. He then spent six years as a business analyst for the Wealth Management arm of TD Bank, responsible for the daily accounting and reporting activities of a $7 billion portfolio. Brian earned his B.A. in Business from Saint Anselm College.
Seth has worked as a fund accountant at leading hedge fund administrators since 2005, apart from time taken off from 2009 to 2011 to earn his MBA. Seth has a B.A. cum laude in Business Administration from the University of Maine and an MBA from the John Molson School of Business at Concordia University.
Warren brings eight years of fund accounting and financial reporting experience to Stone Coast gained from managerial roles at State Street and IBT, and most recently Brown Brothers Harriman, where he oversaw financial statement preparation for registered investment companies. His considerable depth of regulatory knowledge bolsters Stone Coast's expertise regarding clients' non-0perational needs. Warren has a B.S. 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.
Jen comes to Stone Coast after serving as a Senior Fund Accountant at Citigroup, where she oversaw a hedge fund accounting team responsible for numerous highly complex portfolios. She previously was a Portfolio Administrator for State Street Corporation, responsible for financial analysis and account reconciliation for 100 Fidelity funds. Jen graduated with a B.A. in English and minor in Business from Bridgewater State College.
Jeff's wide range of funds expertise is the result of 12 years in administration. 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 has worked in the alternatives arena for 11 years, 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 expertise with two Boston hedge funds, Boldwater Capital and Sowood Capital, before joining Stone Coast. Rob is a graduate of Haverford College.
Sarah serves as Stone Coast's documentation specialist, responsible for documenting controls and procedures, and for corporate materials and design standards. She has over 20 years experience as a technical communicator and tester in software development environments for start-ups and established companies. Sarah has an Associate's Degree in Liberal Arts from Cazenovia College, several certificates in technical writing from San Jose State University and Santa Cruz State University, and is currently pursuing a B.A. in Accounting.
Jenn was a Senior Hedge Fund Accountant at Citigroup, where she managed a team of 5 with responsibility for financial reporting, tax and audit coordination for over 20 hedge funds. She was the recipient of Citi’s Five Star Customer Service Award in February 2006. Prior to Citi, Jenn held various accounting positions, being awarded Employee of the Year and Manager of the Year in the process. She has a B.S. in Business Administration from Saint Joseph’s College of Maine.
Kerin comes to Stone Coast after serving as a Senior Fund Accountant at Citigroup, where she was responsible for managing a team of fund accountants and clients. She previously worked as an Account Manager at BISYS Hedge Fund Services, responsible for a variety of fund structures and strategies for both Onshore and offshore clients. Kerin has a B.A. in Economics from Providence College.
David is Stone Coast's Cash Services Specialist, responsible for all aspects of Stone Coast's cash-related transfer agency and expense payment services. He brings over 20 years of product and operations management experience obtained at major financial institutions, making him a valuable knowledge resource for funds transfer and regulatory issues. David earned a B.S. in Finance from Jacksonville University.
Michel brings 7 years of hedge fund accounting experience garnered from work at major hedge fund administrators. His broad range of hedge fund and accounting knowledge make him a natural fit for Stone Coast. Michel earned a B.S. 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, is a CFA Level II Candidate and is fluent in French.
Bruce is responsible for Stone Coast's software development and maintenance, overseeing Stone Coast's considerable technology undertakings. He brings to Stone Coast over 20 years of experience in software engineering and programming as well as well-honed skills in technical analysis. Bruce has a Bachelor of Science in Civil Engineering from the University of Maine, an Associate's Degree in Civil Engineering from the Wentworth Institute of Technology, and is a Novell Certified Network Engineer.
Sylvia is part of the Centralized Services team, supporting various company-wide projects and operations-related initiatives. She brings to Stone Coast many years of business experience in a variety of roles, including technical business analysis, customer service and office management.
Josh comes to Stone Coast with 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 B.S. in Finance from the University of Maine.
Sarah's background combines degrees and experience in the sciences as well as in finance and business. A Pre-Med major as an undergraduate, Sarah spent six years in laboratory work before going on to obtain her MBA. She comes to Stone Coast with six years of hedge fund accounting experience largely earned at a large global administrator. Sarah earned a B.S. from Springfield College and an MBA from the University of Southern Maine.
Andra comes to Stone Coast with 12 years of solid accounting experience, the majority of which is in fund accounting and financial reporting, earned during her employment at Citigroup. Andra has a B.S. in Resource Economics and Policy from the University of Maine.
Hanna manages a team that is responsible for Stone Coast's infrastructure and technology, and also is responsible for developing and maintaining Stone Coast's employee training program. During her tenure at Stone Coast, she has led the operations consulting business and overseen the operations side of client onboarding. After receiving her M.A. at the University of St. Andrews in Scotland and working for Standard Life Bank in Edinburgh, Hanna joined Stone Coast at its inception after spending five years in investment accounting with Forum Financial Group and Citigroup. Hanna held an officer title at Citigroup and managed one of the largest hedge fund accounting teams, overseeing relationships with seven hedge fund complexes. During her tenure with Forum and Citigroup, Hanna led several technology projects to enhance service delivery.
With 11 years of experience in fund services with major financial institutions, Alison brings a wealth of expertise to Stone Coast. She was a Senior Hedge Fund Manager responsible for large fixed income funds before moving on to Relationship Management with a major prime broker. Alison has a B.S. in Business Administration cum laude with a minor in Economics from St. Michael's College.
Kate has over 20 years of industry experience, including primary portfolio management responsibility for multi-billion dollar fixed income security portfolios at major financial institutions including TDBank and FleetBoston. Her knowledge of asset-backed securities is a valuable addition to Stone Coast's pool of talent. Kate has a B.S. in Business Administration from the University of Maine.
Andrey brings to Stone Coast solid accounting experience with more than six years in both the audit and tax practices of regional public accounting firms, and most recently as the controller of a regional consortium. He has a B.S. in Accounting from Varna Economic University in Bulgaria and an M.S. in Accounting from East Carolina University in North Carolina. Andrey is a Certified Public Accountant.
Bringing with him 6 years of hedge fund accounting experience garnered from 2 leading hedge fund administrators where he was a Senior Fund Accountant, Tom makes a solid addition to Stone Coast's roster of experienced hedge fund accountants. Tom has a B.S. cum laude in Business Administration from Suffolk University.
Alina joins Stone Coast as a fund accountant, having recently earned an MBA from Husson University School of Business. She worked for four years as a Finance Associate for a local law firm where she was responsible for the firm's book-keeping as well as for client trust and disbursement accounts. Alina has a B.S summa cum laude in Business and Finance from Husson University, and a B.S. in Economics and Banking from the Academy of Economic Studies in Romania. A member of the Sigma Beta Delta Business Honor Society and the Phi Theta Kappa Honor Society, she is also fluent in Romanian, Russian and Italian.
Jeff comes to Stone Coast from a Senior Accountant role at another firm, where he supervised a staff of 5 accountants. Prior to that, he worked for Citigroup as both a Senior Fund Accountant and a Senior Controller for the Mutual Funds group. Jeff has a B.S. in Public Accounting from Thomas College.
Gary has worked for two major fund administrators and brings to Stone Coast 14 years of solid experience. He also has seasoned management skills: before coming to Stone Coast he oversaw a team of 25 while managing two extremely large relationships comprising over 130 funds. A member of the Army National Guard for 12 years, Gary is a veteran of both Desert Storm and the Iraq War. He earned a B.S. in Business Administration from Eastern Nazarene College.
Fred has over 20 years 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 5 years as a CPA at Coopers and Lybrand. Fred has spent 16 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 B.S. in Economics from the University of Southern Maine and an A.S. in Business Management from the University of Maine.
Kelly's 11 years of experience in transfer agency and shareholder servicing adds depth and breadth to our growing Investor Services team. Prior to joining Stone Coast, Kelly was a supervisor for another major financial services firm. She brings a solid understanding of complex legal documents and procedural requirements. Kelly earned an Associate's Degree in Business Administration from the University of Southern Maine.
Andrew received a B.S. in Accounting and Finance from the University of Southern Maine, making the Dean’s List for 5 semesters. While in school, he interned at the private equity house Black Point Group, where he researched and implemented a variety of investment strategies, stock screening methodologies and financial models. Prior to completing his degree, Andrew spent eight years managing a restaurant.
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 and an MBA from Suffolk University.
While earning a B.S. in Accounting from the University of Southern Maine, Kat acquired solid accounting experience as an intern for two local businesses where she was responsible for tax return preparation. Kat was a National Dean's List honoree, as well as a member of the Phi Theta Kappa Honor Society. Equally fluent in English and Polish, Kat also holds a Master of Arts in Sociology and Political Science from the University of Silesia in Poland.
Aaron comes to Stone Coast having recently earned his MBA from the University of Southern Maine. As part of his studies he interned at an internationally known technology company where he was responsible for various accounting duties. Aaron also holds a B.S. in Business Management from Wayne State University.
Kevin joins Stone Coast with over 10 years of fund operations experience, primarily with Forum Financial Group and Citigroup. This experience includes positions in custody administration, fund accounting for both registered and unregistered funds, and financial reporting. Before embarking on his career in fund services, Kevin coached high school and college basketball. He earned a B.A. from Colby College and a Master's Degree from the University of Massachusetts.
Beth’s 19 years of portfolio and investor accounting experience give her broad knowledge regarding a wide range of fund styles and issues. Beth spent over 13 years in fund administration with State Street Bank before joining the hedge funds team at Citigroup for 2.5 years, and then joining Stone Coast. After 3 years as a fund accounting Account Manager, Beth joined Stone Coast's Investor Services team. Beth earned a degree in Business Administration from Quincy College.