Chief Financial Officer
Alamo, California, Us
Sepio Capital is a multifamily office managing hedge, private equity, venture capital, and real estate funds, managing an ETF, providing concierge wealth management services to an ultra high net worth clientele, and providing professional trust management services through Sepio Trust, a related entity.Led financial strategy, operations, compliance, legal, and technology for a multifamily office with diverse investment portfolios through a period of intense change for the company, enhancing overall organizational performance.Implemented several updates to the company's tech stack and operational infrastructure that streamlined workflows, increased team productivity, and improved overall business agility.Served as Chief Compliance Officer, ensuring adherence to regulatory policies and maintaining high ethical standards across the organization.