| Name | Title | Contact Details |
|---|---|---|
Megan Strachan |
EVP and Chief Information Officer | Profile |
Matthew Giresi |
Chief Technology Officer | Profile |
Steven Giuliano |
Chief Information Security Officer and Head of Technology Operations | Profile |
Since 1972, Phoenix American has focused on serving the needs of the alternative investment fund industry. The company offers an end-to-end fund operations suite including: fund accounting, fund administration, transfer agency, tax services, sales and compliance reporting and printing & fulfillment services specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company`s origins as a fund sponsor technology platforms and operation procedures were developed and perfected to make Phoenix American a premier back office service provider for alternative funds. Today, Phoenix American has offices in California, New Hampshire, England, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II certified back office outsourcing services performed by experienced operations staff trained by the Securities Transfer Association (STA). Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category. Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.
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