Scott Epstein Email and Phone Number
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Senior Financial Services expert with extensive experience at top tier financial services firms. Broad range of skills covering management oversight, strategic planning, technical expertise with strong communications across external/internal relationships. Core competencies include alternative and traditional investments, fund structuring, various fund back/middle-office services (fund accounting, NAV calculations, investment security pricing and best practice, reconciliations and settlement, transfer agency, financial reporting and tax services), global custody/fund of funds custody services and various banking products. Trusted advisor to senior management and maintains strong external and client relationships within the asset management and financial services sector.
Avoro Capital
View- Website:
- avorocapital.com
- Employees:
- 20
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Partner, Chief Operating Officer And Chief Compliance OfficerAvoro CapitalNew York, Ny, Us
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Partner, Chief Operating Officer & Chief Compliance OfficerAvoro Capital Jun 2014 - PresentNew York
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OwnerSae Consulting Solutions Llc Sep 2013 - Jun 2014Offering consulting solutions that are customized and customer-oriented to the Financial Services community.• Target clients include asset managers (alternative and traditional, start-up and established); financial services firms; consulting firms focused on outsourced solutions to financial firms.• Support to those firms can range from outsourced COO/CFO services; Board of Advisors guidance; best practice experience across a number of disciplines, including: fund accounting, security pricing, operations, investor servicing, risk management, strategy and business institutionalization.
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Regional Head, Hsbc Securities Services-AmericasHsbc Apr 2011 - Jun 2012New York CityResponsible for the overall management and development of all the HSBC Securities Services business’ in the Americas Region, including: Fund Services -Alternative and Offshore Traditional, Global Custody/Fund of Fund Custody, Sub-Custody, and Corporate Trust & Loan Agency.• Managed multiple office locations, covering the US, Bermuda, Cayman, Argentina, Brazil and Mexico. Directly responsible for approximately 500 FTE.• Responsible for the development and maintenance of the HSS strategic plans in the region.• Senior most client relationship contact, with primary focus on Asset Management and Financial Services firms.• Leader and key decision maker in regards to any business decision impacting the regional businesses, including client relationship management and business development efforts.• Primary responsibility for all risk management governance and initiatives in the region. • Liaise with global and regional colleagues to strategize and coordinate collaboration across product, geography and customer segments.
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Regional Head Of Fund Services - AmericasHsbc Securities Services, Hsbc Bank Usa May 2008 - Apr 2011New York City• Oversaw multiple office locations, onshore in the US and offshore in jurisdictions such as Bermuda, Cayman and Brazil encompassing over 350 total staff providing fund administration and custodial services.• Responsible for developing relationships and maintaining high client service levels for numerous Asset Management clients with aggregate Assets under Administration/Custody over $100b.• Core member of the HSS Fund Services Global Management Committee which was responsible for the oversight, prioritization and execution of strategy.
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Managing Director And Head Of New York OfficeHsbc Securities Services, Hsbc Bank Usa Jun 2006 - May 2008New York City• Managed and ran an office of 250 total staff, responsible for developing and maintaining relationships with senior client management for 50-75 asset management clients in which various administration services were provided, including: NAV calculations, security pricing, reconciliations, transfer agency, financial reporting, tax, custody services as well as various credit, banking and investment markets products.• Increased the profitability of the US operations by 400% over the 3 year period overseeing the US operations.• Responsible for development and management of a risk and compliance aware client service culture that underpinned all aspects of services. This included satisfactory internal and regulatory audits. • New York was the pilot site for the initial stages of the Global Offshoring efforts.
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Managing Director And Head Of OfficeGlobal Fund Services (San Francisco) Limited - Bank Of Bermuda Dec 2003 - Jun 2006San Francisco Bay Area• Responsible for the opening and establishment of the office in January 2004. This included involvement in the formation of the legal structure, regulatory approvals, office space selection and build-out, staffing, business planning and development.• Over a 2.5 year period running and managing all aspects of the SF office, grew it from 6 clients and $1.2b in AUA to 19 clients and over $5b.
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Vice President And Senior Account ManagerBank Of Bermuda (New York) Limited Jun 2001 - Dec 2003New York• Managed three Accounting & Valuation teams, a Custody team, the Portfolio Administration Unit and Implementation teams. These teams comprised 40 staff and 6 account managers overseeing 45-50 clients. • Oversaw the NAV calculations, pricing, reconciliations and other administrative services for approximately 75 alternative investment vehicles covering a wide range of legal entities, product types, and investment types.• Actively participated in sales presentations to potential new clients, as well as, continually looked to grow existing client relationships.• Monitored the overall profitability of each client relationship. Identify inefficient internal processes or insufficient fee revenues and where appropriate renegotiate fees. • Acted as primary Client Services liaison to the Bank’s system initiatives, which focused on updating the overall technological capabilities.
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Vice PresidentSanford C. Bernstein May 1993 - May 2001New YorkOversaw daily operations of a 20 person department supporting more than $13b in commingled product assets for this investment research and management firm. Investment vehicles included: Hedge Funds, Mutual Funds, Business Trusts, Collective Investment Vehicles and Offshore funds, as well as, 60 privately managed accounts.• Responsibilities included review over the various product NAV calculations, security valuations, reconciliations, trade settlement, margin movements and all other daily product operations. • Coordinated audit work with external auditors and responded to regulatory requests for all commingled vehicles.• Prepared, reviewed & analyzed Financial Statements, as well as aid in the planning of Semi-Annual/Annual reports, SEC filings, IRS and Revenue Canada Tax filings.• Analyzed department processes. Created, documented and implemented procedures to streamline workflow, improve efficiency & quality of work. • Established Management Reporting requirements and guidelines to be used in our department. Acted as internal contact regarding any commingled product operational issues.• Contributed to startup & implementation of new products
Scott Epstein Skills
Scott Epstein Education Details
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Economics & Finance
Frequently Asked Questions about Scott Epstein
What company does Scott Epstein work for?
Scott Epstein works for Avoro Capital
What is Scott Epstein's role at the current company?
Scott Epstein's current role is Partner, Chief Operating Officer and Chief Compliance Officer.
What is Scott Epstein's email address?
Scott Epstein's email address is sa****@****zon.net
What is Scott Epstein's direct phone number?
Scott Epstein's direct phone number is +151636*****
What schools did Scott Epstein attend?
Scott Epstein attended Lafayette College.
What skills is Scott Epstein known for?
Scott Epstein has skills like Portfolio Management, Series 7, Hedge Funds, Risk Management, Investments, Alternative Investments, Fixed Income.
Who are Scott Epstein's colleagues?
Scott Epstein's colleagues are Molly Reichhard, Robert Raphael.
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Scott Epstein
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Scott Epstein
Experienced Public Policy Professional And Local Leader Focused On The Intersection Of The Built Environment And Social JusticeLos Angeles, Ca3ucla.edu, gmail.com, rand.org -
Scott Epstein
Greater Chicago Area2gmail.com, cccis.com2 +131222XXXXX
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Scott Epstein
Austin, Tx4gmail.com, gmail.com, usa.net, nbcuni.com2 +120224XXXXX
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