Staff
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 fourth year, Stone Coast has had zero staff turnover since inception.
Business Personnel:
Marc Keffer
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 Morris
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 Scali
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.
Operations Personnel:
John Anderson
John served as the co-head of Operations for Citigroup's U.S. Alternative Investment Fund Services team. John brings nine 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.
Laurie Arria
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, and is currently pursuing a Master of Science in Accounting from the University of Southern Maine.
Meredith Bastian
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 later part of her tenure with Citigroup, also responsible for supporting Citi's European accounting operations in Scotland. Meredith graduated from Thomas Colleage with a B.S. in Business Administration.
Luke Bouchard
Luke’s ten 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.
Michael Caiazzo
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.
Graham Coxall
Graham is responsible for Corporate Secretarial and Registered Office Services in his role as independent contractor out of our Bermuda office. Graham worked for law firms in London and Bermuda from 1970 to 2001, and served as Practice Manager for two Bermuda law firms. Graham joined the Corporate Services group of Forum Financial Group's Bermuda Hedge Fund Services business in 2001. He served as the head of Relationship Management for Citigroup's Offshore Alternative Investments Administration business, and then as the head of Corporate Services before joining Stone Coast.
Paul Daniels
Paul 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 five 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.
Nicole Decourcy
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.
Matt Emery
Matt comes to Stone Coast having recently acquired a B.S. in Accounting and Finance from the University of Southern Maine, where he made the Dean's List as a full-time student while simultaneously working full time. Matt has successfully taken his Level I CFA Exam.
Neal Gammon
Neal's 13 years of accounting, and prior Business Administration degree, give him considerable depth and breadth of experience and insight. Neal has seven years of experience in financial analysis and control functions in addition to his six 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.
Jonathan Gazzard
Jon brings 5 years of offshore funds experience to Stone Coast, having previously served in supervisory and managerial capacities with the Bank of Bermuda and with Citigroup. Jon has extensive experience in 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.
Jason Glidden
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 nine years of industry experience, Jason is expert with hedge fund portfolios of all types, and in all aspects of partnership administration. Jason is a graduate of the University of Maine.
Paul Hawkes
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.
Larissa Haynes
After several years as a fund accountant, Larissa took responsibility for managing Client Services for fund clients at Citigroup, where she was the primary liaison for some of the bank’s larger fund services clients. During her tenure at Citigroup, Larissa was the recipient of several awards for her performance and outstanding client service. Prior to discovering a passion for hedge fund accounting, Larissa spent several years as a whitewater rafting guide throughout the world. Larissa earned a B.A. from Dickinson College.
William Jorgensen
Bill has 12 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 Keddy
Brian brings 13 years of solid financial services industry experience to Stone Coast. He spent 6 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 7 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 BA in Business from Saint Anselm College.
Seth Keller
Seth comes to Stone Coast from State Street Bank, where he was a Senior Fund Accountant, managing a team of 5. Working in State Street’s Boston and Toronto offices, Seth oversaw the production and distribution of financial statements for multiple onshore and offshore clients. Seth received a B.S. cum laude in Business Administration from the University of Maine, where he was the V.P. of Fixed Income for the Student Portfolio Investment Fund.
Warren Kenniston
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.
Jennifer Laneau
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 Larochelle
Jeff's wide range of funds expertise is the result of ten 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 Larson
Rob has worked in the alternatives arena for nine 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.
Jennifer Lidback
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 Mackechnie
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.
Josh Myshrall
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.
Cristin O'Brien
Cristin recently received her MBA in Finance from the University of Maine, where she was awarded membership in the Beta Gamma Sigma International Honor Society for business students. Prior to completing her MBA, she was a Communications Specialist for a major medical center where she worked closely with senior management on strategic initiatives. Cristin is well-rounded in her studies: in addition to her MBA, she has also earned a BS and MS in Landscape Horticulture, as well as a BA with summa cum laude distinction in Studio Art from the University of Maine.
Alex Orlinski
Alex began fund accounting in 2001, transitioining to fund administration after several years and eventually becoming a Senior Specialist and Assistant Vice President at Citigroup. Alex previously worked for the British Embassy, and before that in publishing and media, in his native Warsaw, Poland. Alex is multilingual, and was a Summa Cum Laude Philology, Literature and Linguistics graduate of Warsaw University.
Sarah Palmer
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. Sarah has worked for tax and accounting firms, and brings a background in hedge fund accounting from a large global administrator. Sarah also serves as Treasurer and Director of a community arts organization. Sarah did her undergraduate work at Springfield College, and completed her MBA, with an Accounting focus, at the University of Southern Maine.
Hanna Pickering
Hanna plans and manages consulting engagements for Stone Coast. 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.
Kate Rizzo
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.
Frederick Skillin
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.
Andrew Stevenson
Andrew recently 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.
Michael Stewart
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.
Kevin Whitmore
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 Yebba
Beth’s 17 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. Beth has considerable experience in both accounting and review functions, and also served as a Senior Client Representative. Beth earned a degree in business administration from Quincy College.
