For over 27 years, Conifer continues to be an innovative leader servicing the asset management industry. Conifer has developed a thoughtful approach to partnering with our clients. Please contact us to learn more.

As a leading independent asset services firm, Conifer has over 200 clients worldwide representing more than $115 billion of combined assets under administration (AUA). Conifer’s success derives from our broad experience offering front-to-back capabilities across all asset classes for hedge funds, pensions, endowments, foundations, funds of funds, family offices, private equity and venture capital. GET IN TOUCH

BOARD OF DIRECTORS

Jack_McDonald

Mr. McDonald is President and Chief Executive Officer of Conifer Financial Services. From 2008 to 2014, he served as the President and Chief Executive Officer of The Conifer Group, LLC. Prior to assuming his role as CEO, Mr. McDonald held the position of Executive Vice President, responsible for business development within the organization. Before joining Conifer, Mr. McDonald spent five years with UBS Investment Bank, where he was a Managing Director responsible for the institutional equity business for UBS’s western region. Mr. McDonald started his career in finance with Schroder’s in New York as a Vice President of institutional equity sales. Mr. McDonald has been recognized as one of the “20 Rising Stars of Hedge Funds” by Institutional Investor magazine and Global Custodian inducted him as a Legend “for his development of industry-leading ideas in client service and exceptional growth of the Conifer Fund Services business.” He received his Bachelor of Arts from Georgetown University’s School of Foreign Service (1988) and his Juris Doctor from Georgetown Law Center (1993). Mr. McDonald has received such prestigious awards as the Gregory J. Carroll Award for outstanding service to Georgetown Athletics and the William Gaston Award to honor his contributions to Georgetown University. Mr. McDonald is a frequent contributor to industry press and has been featured on CNBC and Bloomberg TV. His outside affiliations include serving as a member of Georgetown University’s Board of Governors, as a Trustee for the Fine Arts Museums of San Francisco, Vice President of Finance for the Foundation of the Museums, a member of the Board of InvestCloud, LLC and a member of the Board for Conifer Financial Services LLC.






Managing Directors

Adam Cooper

Financial Reporting and Tax

Rosemary Gilchrist

Fund Administration

Doug Lang

Fund Administration

Daniel Leblond

Relationship Management

Sophon Lee

Middle Back Office

Nicole Nakashian

Chief Information and Technology Officer

Shu May Neo

Shu May Neo

Middle Back Office

Nik Rowlston

Fund Administration