William Maclellan

William Maclellan Email and Phone Number

Chief Operating Officer and Chief Compliance Officer @ Lucerna Global Capital, LP
Boston, MA, US
William Maclellan's Location
Boston, Massachusetts, United States, United States
William Maclellan's Contact Details

William Maclellan personal email

n/a
About William Maclellan

Accomplished investment management operations specialist with over 19 years of experience. Possesses extensive knowledge of international equity and equity derivatives, back and middle office operations, portfolio accounting, and compliance regulations.

William Maclellan's Current Company Details
Lucerna Global Capital, LP

Lucerna Global Capital, Lp

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Chief Operating Officer and Chief Compliance Officer
Boston, MA, US
Employees:
3
William Maclellan Work Experience Details
  • Lucerna Global Capital, Lp
    Chief Operating Officer And Chief Compliance Officer
    Lucerna Global Capital, Lp
    Boston, Ma, Us
    View
  • Lucerna Global Capital, Lp
    Chief Operating Officer/Chief Compliance Officer
    Lucerna Global Capital, Lp 2021 - Present
    Boston, Massachusetts, United States
    View
  • Envexergy Inc. Dba Realblocks
    Interim Chief Financial Officer
    Envexergy Inc. Dba Realblocks Jan 2023 - Nov 2023
    New York City Metropolitan Area
    Venture capital backed SAAS technology platform for alternative investments that provides an end-to end digital investing process for online onboarding for asset managers which includes the launch of funds, a virtual data room, along with fund integrations to service providers on one integrated platform.• Responsible for corporate accounting, treasury, taxation, audit, vendor oversight, budgeting, financial reporting, A/P, A/R, employee benefits and insurance renewals. • Operational duties included handling all quarterly client invoicing and related collection, reviewing and negotiating vendor contracts and invoices and payments as well as reviewing and approving U.S. and international payrolls. Experienced with using Quickbooks, Expensify, Bill.com and Justworks.• Oversaw books and records and compliance of FINRA registered broker dealer and the unregistered investment advisor, preparing/reviewing contracts, fund documents, and appropriate filings.• Renegotiated and restructured contracts resulting in $3m in expense savings. Created debt compliance template for adherence to covenants in debt facility with the bank. • Worked closely with HSBC in the formation of a Luxembourg/US climate tech venture capital fund including negotiating placement agent agreements.
  • Ajo/Agriya Investors
    International Operations Manager/Chief Financial Officer
    Ajo/Agriya Investors Feb 2012 - Nov 2019
    Boston
    View
  • Sdk Capital, Llc
    Chief Operating Officer
    Sdk Capital, Llc Jan 2008 - Feb 2012
  • Strategic Value Capital Management, Llc
    Chief Financial Officer
    Strategic Value Capital Management, Llc Dec 2006 - Dec 2007
    Boston
  • Rnk Capital, Llc
    Chief Financial Officer
    Rnk Capital, Llc Apr 2006 - Dec 2006
    New York City
  • Kaintuck Capital Management, L.P.
    Chief Financial Officer/Chief Compliance Officer
    Kaintuck Capital Management, L.P. Jan 2000 - Dec 2005
    Boston

William Maclellan Skills

Hedge Funds Alternative Investments Private Equity Asset Managment Valuation Investments Risk Management Accounting Equities

William Maclellan Education Details

Frequently Asked Questions about William Maclellan

What company does William Maclellan work for?

William Maclellan works for Lucerna Global Capital, Lp

What is William Maclellan's role at the current company?

William Maclellan's current role is Chief Operating Officer and Chief Compliance Officer.

What is William Maclellan's email address?

William Maclellan's email address is bm****@****tal.com

What schools did William Maclellan attend?

William Maclellan attended Northeastern University, Westwood High School.

What skills is William Maclellan known for?

William Maclellan has skills like Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Valuation, Investments, Risk Management, Accounting, Equities.

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