OUR PEOPLE

The Equinoxe management team is comprised of experienced hedge fund administration professionals complemented by key personnel that have worked in hedge fund and fund of hedge fund operations. Consequently, Equinoxe understands what the clients need whilst knowing how to manage the challenges of service delivery.


STEPHEN CASTREE
Chief Executive Officer
STUART DRAKE
Chairman
HELEN PARFIT
Global Head of Business Development
CHRIS FOY
Global Head of Operations
ALAN MCKENNA
Global Head of Product Development
KIM THORPE
Global Head of Legal and Compliance
SEBRINA GREENWAY
Chief Financial Officer
DAVID MCALLISTER
Chief Technology Officer
JENNY SMATT-ADKINS
Global Head of Human Resources
KEVIN JOHNSTON
Head of Programme Management

The Equinoxe management team is comprised of experienced hedge fund administration professionals complemented by key personnel that have worked in hedge fund and fund of hedge fund operations. Consequently, Equinoxe understands what the clients need whilst knowing how to manage the challenges of service delivery.


RODERICK WHITE
Director
GORDON PATERSON
Head of Operations

The Equinoxe management team is comprised of experienced hedge fund administration professionals complemented by key personnel that have worked in hedge fund and fund of hedge fund operations. Consequently, Equinoxe understands what the clients need whilst knowing how to manage the challenges of service delivery.


STUART DRAKE
Director
DAVID BARRY
Associate Director
PAUL NICHOLSON
Head of Operations

The Equinoxe management team is comprised of experienced hedge fund administration professionals complemented by key personnel that have worked in hedge fund and fund of hedge fund operations. Consequently, Equinoxe understands what the clients need whilst knowing how to manage the challenges of service delivery.


ALAN MCKENNA
Director

The Equinoxe management team is comprised of experienced hedge fund administration professionals complemented by key personnel that have worked in hedge fund and fund of hedge fund operations. Consequently, Equinoxe understands what the clients need whilst knowing how to manage the challenges of service delivery.


IRFAAN HOSSANY
Director

The Equinoxe management team is comprised of experienced hedge fund administration professionals complemented by key personnel that have worked in hedge fund and fund of hedge fund operations. Consequently, Equinoxe understands what the clients need whilst knowing how to manage the challenges of service delivery.


LIAM MCHUGH
Director

The Equinoxe management team is comprised of experienced hedge fund administration professionals complemented by key personnel that have worked in hedge fund and fund of hedge fund operations. Consequently, Equinoxe understands what the clients need whilst knowing how to manage the challenges of service delivery.


CHRIS FOY
Director
DAVID ESMIE
Head of Operations

AWARDS

Bermuda    |  Cayman   Ireland   |    Malta   |    Mauritius   |    Singapore    |  USA

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STEPHEN CASTREE
Chief Executive Officer
Stephen Castree, CEO Equinoxe Alternative Investment Services Stephen, our CEO has experienced all aspects of Hedge Fund Administration, from company start-up through to acquisition and integration with one of the world’s leading investment banks. In the process his roles have included that of Chief Financial Officer, marketing and sales, relationship management, operations responsibility, system and product development and, additionally, control and procedural oversight. He has worked in Fund Administration in London, Dublin, Bermuda and New York. Prior to joining Equinoxe as a Founder, he was Vice President of JPMorgan Hedge Fund Services and a Manager in the investment practice at PricewaterhouseCoopers. Stephen is a qualified Chartered Accountant and holds an MBA.
STUART DRAKE
Chairman
Stuart Drake, Chairman at Equinoxe Alternative Investment Services Stuart was a Managing Director of JPMorgan Hedge Fund Services until late 2007, joining JPMorgan as a result of their acquisition of Tranaut Fund Administration Limited (“Tranaut”) in 2004. He set up Tranaut in late 1999 and as Managing Director built the business in three locations: Bermuda, Dublin and Boston before its sale to JPMorgan. Prior to Tranaut, he joined Hemisphere Management Limited in 1993 at the start of that company’s growth in the Hedge Fund Administration arena. He progressed to become a member of their executive management team in 1997 with responsibility for operations and had become Managing Director of their Irish operations when he left to start Tranaut. Prior to Hemisphere, he worked at Coopers & Lybrand in both London and Bermuda. He is a Chartered Accountant and Chartered Financial Analyst. He has also contributed articles to a number of Hedge Fund publications and spoken at various Hedge Fund conferences.
HELEN PARFIT
Global Head of Business Development
Helen Parfit, Global Head of Business Development, Equinoxe Alternative Investment Services Helen began her financial markets career with Chase Manhattan Simon and Coates (now JPMorgan) in 1987 in UK institutional equity sales, moving to Citicorp Scrimgeour Vickers in 1988 covering UK and US institutional clients. She then switched to debt derivative sales at UBS Philips & Drew in London in 1990, where she covered major US and European institutions plus Hedge Funds, latterly serving as an Executive Director until 1995. Prior to joining Equinoxe as a Founder, Helen was the President of Mid Ocean Isles Limited, a Bermuda based Investment Management and Venture Capital company. Helen graduated from Oxford University in 1987.
CHRIS FOY
Global Head of Operations
Chris Foy, Group Head of Operations Chris is responsible for the direct oversight of all Equinoxe operations, and has been based in the Atlanta office since 2011. Based in Ireland from 1998 to 2011, Chris joined Equinoxe in 2008 from JPMorgan Hedge Fund Services (formerly Tranaut) to help launch the Ireland office. He joined Tranaut in 2002, playing an essential role in establishing their operating policies and procedures. Subsequent to the acquisition of Tranaut by JPMorgan in 2004, Chris led the newly functionalized portfolio accounting department and was integral in staff recruitment and the roll-out of standard operating procedures for middle and back office services. Before joining Tranaut, Chris was a Fund Accounting Manager at BISYS (now Citi) and also with Bankers Trust (now Deutsche Bank/State Street) in both its Irish and Harborside, NJ, offices. He has over 19 years of experience in the Hedge Fund industry. Chris holds a Bachelor of Science in Public Accounting with a specialisation in International Business from Fordham University in New York.
ALAN McKENNA
Global Head of Product Development
Alan Mckenna, Director Alan joined Equinoxe Ireland from JPMorgan Hedge Fund Services (formerly Tranaut Fund Administration -‘Tranaut’) in 2009 where he was the CEO of the Irish operation. In 2013, Alan relocated to open the Equinoxe Malta office. At JPMorgan Hedge Fund services, Alan played an essential role from 2005 in building the business and was responsible for the integration of two acquisitions into JPMorgan. Prior to joining JP Morgan Hedge Fund Services, Alan was a consultant at FundPartners BV, a Netherlands based product development and consultancy company, focusing on Alternative Investments. He also worked with Setanta Asset Management and Bankers Trust in Dublin. Alan has over 16 years of experience in the Hedge Fund industry. Alan holds an MSC in Project Management from the University of Limerick, a graduate Diploma in E-commerce from NCIRL and a Bachelor of Arts in Business Administration from John Moores University Liverpool.
KIM THORPE
Global Head of Legal and Compliance
Kim Thorpe, DIrector Kim joined Equinoxe USA from MadisonGrey where she started in 2006 and held the position of Assistant Vice President of Corporate Compliance, responsible for all facets of the corporate compliance programs, including drafting of client contracts, licensing and vendor agreements and corporate governance programmes. Kim has more than 15 years of legal and compliance experience within the Financial Services industry, including serving with INVESCO Retirement Inc. from 1998 to 2004 and, in the last four years, as the division Legal and Compliance Manager and Chief Compliance Officer of its broker-dealer subsidiary. Kim is a graduate of the University of North Carolina with a BA in Political Science and Communications.
SEBRINA GREENWAY
Chief Financial Officer
Sebrina Greenway, Director Sebrina joined Equinoxe from JPMorgan Hedge Fund Services in 2007 (formerly Tranaut Fund Administration -‘Tranaut’). She joined Tranaut in Bermuda in 2003 where her most recent role made her responsible for technical sales to the EMEA and US. Subsequent to the acquisition of Tranaut by JPMorgan in 2004, she became integral to developing product and operational alliances, relocating to the head office in Dublin in June 2005. As Global Head of Training, her role expanded to ensure full training for all new employees of the Hedge Fund Administration business as a result of the JPMorgan acquisitions. Prior to joining Tranaut, Sebrina was an Auditor with PricewaterhouseCoopers, focusing primarily on the Hedge Fund industry. Sebrina is a qualified Accountant and holds a Bachelor of Science in Applied Accounting.
DAVID MCALLISTER
Chief Technology Officer
David, Chief Technology officer, Equinoxe David, our Chief Technology Officer, was formerly Technology Manager with JPMorgan Hedge Fund Services which he joined in 2004. He led a team within Global Technology Infrastructure, with responsibility for growing the technology footprint in Bermuda, Ireland, Luxembourg and the United States. David played a major role in the migration of employees and the integration of applications onto the global network of the bank following several acquisitions in the Hedge Fund space by JPMorgan. Prior to 2004, David worked as a Network Administrator for Brooks Thomas Group and before that as a Data Manager for Exile on Seventh, an online Advertising Agency based in San Francisco. He has a BSc in Information Systems Development from the Dublin Institute of Technology.
JENNY SMATT-ADKINS
Global Head of Human Resources
Jenny Smatt Adkins, Global Head of Human Resources, Equinoxe Alternative Investment Services Jenny, our Global Head of Human Resources, has extensive business and human resources experience. She specialises in strategic planning, human resource management, and business process redesign. Her corporate career has included executive and operational roles at EMC Corporation, PricewaterhouseCoopers, BELCO and Sigma Corporate Services Company Limited. Jenny holds an undergraduate degree from Northwestern University, an M.A. in Counseling Psychology, an M.Sc. in Management and is certified as a Process Master and Balanced Scorecard Practitioner.
KEVIN JOHNSTON
Head of Programme Management
Kevin Johnston, Programme Management Head, Equinoxe Alternative Investment Services Kevin is our Head of Programme Management with responsibility for leading and managing Equinoxe’s global programmes and projects, to support our strategic direction. He joined Equinoxe in 2013 from PriceWaterhouseCoopers, where he held the position of Senior Manager in the Bermuda Advisory Practice. He brings a wealth of experience in project management and advising global organisations on change. Prior to PwC, he was a management consultant advising the Bermuda Government and has held several senior roles in project management and advisory services in Scotland’s technology sectors. Kevin holds a Masters in Business Administration and is a qualified PRINCE 2 Practitioner.
RODERICK WHITE
Director
Rod White, Regional CEO, Equinoxe Alternative Investment Services Rod is responsible for the US and Bermuda operations of Equinoxe. He joined Equinoxe in 2008 from JPMorgan Hedge Fund Services where he worked since 2005, latterly serving as the Group Manager responsible for client relationships and compilation of complex valuations. He was also highly involved in the customization of reports and workflow redesign projects. Before moving to Bermuda in 2005, Rod was the Financial and Operations Controller of a privately held company in Nova Scotia where he restructured operations which eventually led to the company’s leveraged buyout. On gaining his Canadian Chartered Accountant designation, he spent three years at Deloitte as an Auditor.
GORDON PATERSON
Head of Operations
Gordon Paterson - Equinoxe Gordon is responsible for managing the operations of Equinoxe Bermuda. Gordon joined Equinoxe in April 2012 from Citi Hedge Fund Services, where he worked since 2004 as Assistant Vice President within the Fund Accounting Department. He was responsible for managing multiple client relationships and the delivery of client valuations. Prior to Citi, he worked for Richard G. Beattie & Company, Chartered Accountants as an Audit Senior. He has over 15 years of experience in the Financial Services industry. Gordon is a Chartered Certified Accountant and holds a BA (Hons) in Accountancy from Glasgow Caledonian University.
STUART DRAKE
Director
Stuart Drake, Chairman at Equinoxe Alternative Investment Services Stuart was a Managing Director of JPMorgan Hedge Fund Services until late 2007, joining JPMorgan as a result of their acquisition of Tranaut Fund Administration Limited (“Tranaut”) in 2004. He set up Tranaut in late 1999 and as Managing Director built the business in three locations: Bermuda, Dublin and Boston before its sale to JPMorgan. Prior to Tranaut, he joined Hemisphere Management Limited in 1993 at the start of that company’s growth in the Hedge Fund Administration arena. He progressed to become a member of their executive management team in 1997 with responsibility for operations and had become Managing Director of their Irish operations when he left to start Tranaut. Prior to Hemisphere, he worked at Coopers & Lybrand in both London and Bermuda. He is a Chartered Accountant and Chartered Financial Analyst. He has also contributed articles to a number of Hedge Fund publications and spoken at various Hedge Fund conferences.
DAVID BARRY
Associate Director
David Barry, Equinoxe Alternative Investment Services David is responsible for Global Operations Support. His expertise lends itself to both standard and complex valuation calculations, as well as technical troubleshooting within operations. David has global oversight of all new fund launches and transitions within the company. Prior to Equinoxe, David was with IFS where he was a Fund Accounting Director, with responsibility for the delivery of daily and month end Net Asset Valuations. Prior to joining IFS, David spent two and a half years with JPMorgan Hedge Fund Services, latterly as an Assistant Vice President within the Portfolio Accounting Department. There he helped to develop controls and procedures for both the middle and back office. Before joining JPMorgan Hedge Fund Services, David spent five years with PFPC International. David has a Bachelor of Business Studies with specialisation in Finance & Economics from Waterford Institute of Technology and 14 years of experience within the Hedge Fund industry.
PAUL NICHOLSON
Head of Operations
Paul Nicholson, Equinoxe Alternative Investment Services Paul is responsible for managing the operations of Equinoxe Ireland. Paul joined Equinoxe Ireland in July 2010 from BNY Mellon where he worked since 2005 as a Fund Accounting Manager, with responsibility for managing a number of key client relationships and valuation services to those clients. Within this role, Paul was responsible for the delivery of both daily and monthly valuations on a variety of structures ranging from QIFs to Fund of Funds. Prior to joining BNY Mellon, Paul spent six years with Deutsche Bank in London in various accounting roles supporting the FX and Money Market businesses with daily P&L’s and Management Reports. Paul is a qualified Chartered Management Accountant.
ALAN McKENNA
Director
Alan Mckenna, Director Alan joined Equinoxe Ireland from JPMorgan Hedge Fund Services (formerly Tranaut Fund Administration -‘Tranaut’) in 2009 where he was the CEO of the Irish operation. In 2013, Alan relocated to open the Equinoxe Malta office. At JPMorgan Hedge Fund services, Alan played an essential role from 2005 in building the business and was responsible for the integration of two acquisitions into JPMorgan. Prior to joining JP Morgan Hedge Fund Services, Alan was a consultant at FundPartners BV, a Netherlands based product development and consultancy company, focusing on Alternative Investments. He also worked with Setanta Asset Management and Bankers Trust in Dublin. Alan has over 16 years of experience in the Hedge Fund industry. Alan holds an MSC in Project Management from the University of Limerick, a graduate Diploma in E-commerce from NCIRL and a Bachelor of Arts in Business Administration from John Moores University Liverpool.
IRFAAN HOSSANY
Director
Irfaan Hossany, Regional CEO, Mauritius Irfaan is a Director of Equinoxe Mauritius, having established the office in Mauritius for Equinoxe in 2011. Prior to joining Equinoxe, he worked for J.P.Morgan Private Equity Fund Services Bermuda (formerly Schroders Private Equity Fund Services – ‘Schroders’). Irfaan joined Schroders Bermuda in 2008 where he was responsible for the reporting of a group of funds. Before joining Schroders, Irfaan was with PwC Bermuda and also KPMG Mauritius, focusing mainly on the Hedge Fund industry. He has over eleven years of industry experience. Irfaan specialises in the structuring, compliance and administration of investment vehicles, (Private Companies, Private Equity Funds and Hedge Funds) and in international trading transactions. Irfaan is a Fellow of the Association of Chartered Certified Accountants (UK) and holds an ICA-Diploma in International Compliance.
LIAM MCHUGH
Director
Liam McHugh, Regional CEO Singapore, Equinoxe Alternative Investment Services (Asia) Pte Limited Liam is a Director of Equinoxe Singapore, having established the Singapore office for Equinoxe in 2013. Liam originally joined Equinoxe Ireland in June 2008 as an Account Manager and later became a Group Manager responsible for some key Equinoxe relationships. He has been with Equinoxe since the inception of the Ireland office, and has experienced its growth from start-up to global presence with seven offices. He was previously with BDO Simpson Xavier Fund Administration where he worked since 2005 as an Account Manager responsible for preparing monthly Net Asset Valuations and Annual Financial Statements for a number of hedge funds. Liam was also involved in liaising with fund managers, investors, prime brokers, custodians and auditors. Prior to working with BDO, Liam worked as a Fund Accountant with Invesco Global Asset Management Limited and also as a Data Analyst with Financial Times Interactive Data. Liam is a qualified Chartered Accountant and a graduate of Dublin City University with an honours degree in Business Studies with a focus on Finance.
CHRIS FOY
Director
Chris Foy, Group Head of Operations Chris is responsible for the direct oversight of all Equinoxe operations, and has been based in the Atlanta office since 2011. Based in Ireland from 1998 to 2011, Chris joined Equinoxe in 2008 from JPMorgan Hedge Fund Services (formerly Tranaut) to help launch the Ireland office. He joined Tranaut in 2002, playing an essential role in establishing their operating policies and procedures. Subsequent to the acquisition of Tranaut by JPMorgan in 2004, Chris led the newly functionalized portfolio accounting department and was integral in staff recruitment and the roll-out of standard operating procedures for middle and back office services. Before joining Tranaut, Chris was a Fund Accounting Manager at BISYS (now Citi) and also with Bankers Trust (now Deutsche Bank/State Street) in both its Irish and Harborside, NJ, offices. He has over 19 years of experience in the Hedge Fund industry. Chris holds a Bachelor of Science in Public Accounting with a specialisation in International Business from Fordham University in New York.
DAVID ESMIE
Head of Operations
David Esmie, Head of Operations, Equinoxe Alternative Investment Services David is responsible for managing the operations of Equinoxe Atlanta. He has spent the majority of his career working in the Hedge Fund and Fund Administration industries. Prior to Equinoxe, David worked at Morgan Stanley Fund Services, Bank of New York – Alternate Investment Services, Dune Capital Management LP, and Paloma Partners, which was acquired by JPMorgan Hedge Fund Services. He has built and led an international accounting team responsible for daily and month end portfolio accounting, NAV production, investor allocations and investor statement generation with responsibility for reporting to management. He has over 16 years of experience in Accounting, Business Management, Hedge Fund Operations, and Hedge Fund Administration. David holds an Executive MBA from Baruch College, Zicklin School of Business in New York.