Locations

Our globally connected network of offices supports your local and cross-jurisdictional requirements.

locally based employees

offices across the Americas

Americas

We deliver a full service single-source solution to our clients across the Americas region; from the USA’s East coast to the West coast, from Canada to Brazil, from Bermuda and Cayman to Uruguay. Our clients across the Americas come to us to deliver scale to their stakeholders and support in implementing a robust infrastructure to bolster the productivity of their in-house teams.

We have nearly 500 employees based locally across the region, while our globally connected service model extends our clients’ reach outside of the Americas and providers direct access to 4,000 local experts in all other jurisdictions to support cross-border and offshore investment opportunities and the increasing need for 24 hour service.

Our connected approach to technology enables the secure transfer of data across leading platforms; whether you define your firm as Private Equity, Infrastructure, Private Debt, Venture, Real Estate, Hedge Fund, Fund of Funds, Fund Platform, Family Office, Asset Owner, ’40 Act Manager, or a combination of these, we have the technology and the right team of local experts to support your business.

Apex Group Ltd. and its subsidiaries (jointly and together referred to as the “Apex Group”) provide financial services to clients across multiple jurisdictions. This website represents the Apex Group’s collective global coverage and service offerings and the provision of services by specific entities within the Group may be limited by local regulatory and legal requirements. As such, not every entity or jurisdiction will be authorised to deliver certain services mentioned on the site. For clarification on the services provided locally please contact us on [email protected]

Regional Teams

Regional Leadership Team

Regional Product Team

Georges Archibald

Head of Americas

Tel: +1 212 521 5008

Georges has over 20 years’ of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) group. His Previous Experience include Goldman Sachs, JP Morgan and other financial services companies.

Jason Meklinsky

Head of Business Development, Americas

Jason leads US business development for hedge funds, private equity, real estate and VC, based in New York. He joined Apex in 2019 from HedgeServ where he was Head of Business Development and has extensive private and public markets experience.

Elaine Chim

Head of Private Equity, Americas and APAC

Tel: +971 2 672 6327

Elaine has over 17 years of experience in financial services. She spent 12 years in the Alternative Investment Services Sector and has joined Apex as part of the Deutsche Bank AFS acquisition. Elaine heads up the delivery of PE fund administration and product development for the Americas region.

Jon Hanifan

Head of Corporate Solutions, Americas

Jon is a Chartered Tax Advisor (CTA) and a member of the Association of Taxation Technicians (ATT). Jon joined Throgmorton, on 1st March 2017, having most recently been in industry as a Chief Financial Officer. Jon was previously an Executive Director at EY and Principal at Akin Gump Strauss Hauer & Feld. At Akin Gump, Jon led the firm’s European hedge fund tax advisory team. Jon has a broad range of experience, particularly in assisting both start up and established alternative asset managers.

Chris Koons

Head of Mutual Fund Services, Americas

Tel: +1 207 347 2012

Chris manages Apex’s Portland, Maine office and oversees daily mutual fund operations, including transfer agency, fund administration, fund accounting, tax and compliance. Chris has over 25 years’ mutual fund experience with Atlantic Fund Services, Citi, Forum Financial Group and Fund Plan Services.

Local Offices

Bermuda, Hamilton

Apex Fund Services Ltd.
Vallis Building, 4^th Floor
58 Par-la-Ville Road
Hamilton HM11
Bermuda

Tel: +1 441 292 2739

Bermuda

Address 1

Team

Ross Webber

Head of Bermuda

A former CEO of the Bermuda Business Development Agency and Permanent Secretary of the Ministry of Economic Development, Ross has over 25 years of experience in financial and professional services including a decade as Global Head of Marketing & Business Development for Conyers Dill & Pearman.

Graham MacDonald

Directors of Operations, Bermuda

Tel: +1 441 292 2739

Graham qualified as an accountant with PwC in Guernsey and holds an Honours degree in Accounting and Finance from the University of Aberdeen, Scotland. He is a member of the Institute of Chartered Accountants in England and Wales, and is a chartered member of the Chartered Institute for Securities and Investment. He has also been designated a Certified Internal Auditor by the Institute of Internal Auditors. Graham has worked in the Fund industry since 2001 and sits on the Board of various offshore companies.

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Canada, Toronto

Apex Fund Services (Canada) Ltd.
350 Bay Street, Suite 1200
Toronto, Ontario M5H 2S6
Canada

Tel: +1 416 361 5049

Canada

Address 1

Team

Raja Krishnan

Head of Canada

Tel: +1 647 962 1375

As Head of our Canada office, Raja is focused on strategic planning and business development for the region. He has over 20 years’ experience within the financial services industry and has an ACA from the Institute of Chartered Accountants of India.

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Cayman Islands, Grand Cayman

Apex Fund Services (Cayman) Ltd.
3^rd Floor Zephyr House
122 Mary Street
George Town
PO Box MP10085 KY1-1001
Grand Cayman, Cayman Islands

Tel: +1 345 747 2739

Grand Cayman

Address 1

Team

Rudy Dcunha

Managing Director, Cayman Islands

Tel: +1 345 938 0360

Rudy has over 20 years’ experience serving a wide spectrum of investment funds, banks and reinsurance clients. He has previously held senior management roles at EY in Cayman Islands and India, KPMG in Bermuda, Nomura and Nassau Re. He is a Qualified Chartered Accountant, Certified Financial Risk Manager and Certified Financial Services Auditor.

Rayal Bodden

Director, Grand Cayman

Tel: +1 345 747 2739

Rayal has a background in accounting and has acted as a director for various companies over the past 15 years. He has extensive experience of providing financial services to Cayman Islands based companies, hedge funds, private equity, real estate funds and other investment vehicles. He is approved by the Cayman Islands Monetary Authority and is a registered director.

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United States, Atlanta

Apex Fund Services
1117 Perimeter Center West
Suite E301
Atlanta, GA 30338
USA

Tel: +1 678 392 4100

Atlanta

Address 1

Team

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United States, Boston

Apex Fund Services
160 Federal Street
Suite 1302 Boston
MA 02110
USA

Tel: +1 201 397 1660

Boston

Address 1

Team

Stacey Arrigo

Head of Business Development, Managing Director | Boston Office

Tel: +1 617 275 7368

Stacey Arrigo is managing director of the firm’s Boston office and leads the firm’s client relations and new business development efforts. Before joining Broadscope in 2017, Stacey was managing director of Silicon Valley Bank’s global fund banking practice, responsible for the firm’s East Coast venture capital relationships. She also served as senior vice president at Square 1 Bank, responsible for launching the firm’s venture capital banking presence on the East Coast. Stacey is a senior financial services executive with a specialization in the venture capital, private equity and alternative investment markets. Stacey holds a Bachelor of Science in Accountancy from Bentley University.

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United States, Charlotte

Apex Fund Services (Charlotte) LLC
15720 Brixham Hill Avenue
Suite 206
Charlotte
NC 28277
USA

Tel: +1 704 752 8996

Charlotte

Address 1

Team

Jonathan Schmitz

Managing Director, Head of Charlotte Office

Jonathan has over 16 years of experience in the fund accounting industry, gaining knowledge and exposure through different administrators (BNYM, Citco & Apex) and a wide variety of clients including PE, RE, VC, Hedge Funds, Hybrids and Family Office. Jonathan joined Apex in 2018 as the head of the PE/RE team for the Charlotte office and now is the Managing Director for the entire office.

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United States, Chicago

Apex Fund Services (Chicago) LLC
1 N Franklin St
Chicago
Illinois 60606
USA

Tel: + 1 312 280 0330

Chicago

Address 1

Team

Georges Archibald

Head of Americas

Tel: +1 212 521 5008

Chris Albright

Managing Director of Apex Fund Services (Chicago) LLC

Chris joined the Apex Group in December 2018 via the acquisition of Custom House Global Fund Services. Chris joined Custom House Global Fund Services in 2006 as a Fund Accountant where he has held multiple roles including, Manager of Operations, and most recently in 2013 was promoted to Managing Director. e currently oversees all day to day operations for the Chicago office while acting as the point of contact for his clients. Chris has over 15 years of experience in the alternative investment industry and works closely with a number of Private Equity and Hedge Fund managers.

Jason Meklinsky

Head of Business Development, Americas

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United States, Costa Mesa

535 Anton Blvd, Suite 830,
Costa Mesa,
CA 92626

Tel: +1 657-232-7015

Costa Mesa

Address 1

Team

Gregory Bartz

Head of Costa Mesa

Greg has more than twenty years’ experience within the financial services and accounting industry. He leads our Client Service Team in California and is also responsible for the Fund Custody Product for the Americas. Greg received his MBA from the Marshall School of Business at USC where he concentrated in Finance and Accounting.

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United States, New Jersey

Apex Fund Services
95 N State Route 17
Suite 304 Paramus
NJ 07652
USA

Tel: +1 201 397-1660

New jersey

Address 1

Team

Janna L. Christiana, CPA

Head of Broadscope, Managing Director | New Jersey Office

Tel: +1 201 397 1665

Janna Christiana is managing director of Broadscope’s Paramus office and leads the firm’s overall accounting operations.Prior to joining Broadscope in 2012, Janna began her career at Palmeri Fund Administrators, Inc. (PFA), where she gained broad exposure to a wide variety of private equity and venture capital fund types and structures. Following State Street Corporation’s acquisition of PFA, Janna served as vice president of State Street’s private equity fund services group. Janna holds a bachelor’s degree in accounting from Montclair State University and is a certified public accountant.

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United States, New York

Apex Fund Services
150 East 52nd Street
Suite 4003
New York, NY 10022
USA

Tel: +1 646 517 1490

New York

Address 1

Team

Georges Archibald

Head of Americas

Tel: +1 212 521 5008

Jason Meklinsky

Head of Business Development, Americas

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United States, Portland, Maine

Portland, Maine

Apex Fund Services
3 Canal Plaza
Portland, ME 04101
USA

Tel: +1 207-347-2000

Portland

Address 1

Team

Jessica Chase

Client Relationship & Trust Management

Jessica is head of trust and relationship management for Apex Portland. Jessica has over 25 years’ fund services experience covering U.S. mutual fund operations and management; process and system design, testing and implementation; project management; finance; and business development at BNY Mellon, Citi, Fidelity, Forum Financial Group and J.P. Morgan

Chris Koons

Head of Mutual Fund Services, Americas

Tel: +1 207 347 2012

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United States, San Francisco

United States of America, San Francisco

Apex Fund Services
1875 South Grant Street, Suite 920
San Mateo
CA, 94402

Tel: +1 650 212 2000

San Francisco

Address 1

Team

Alex Denaro

Head of San Francisco

Tel: +1 650 212 2000

Alex has over 15 years’ experience in the funds industry, specialising in Private Equity and Real Estate sectors. He currently oversees Apex’s business across San Francisco and joined as part of the Apex acquisition of Equinoxe in 2017.

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Uruguay, Montevideo

Apex Fund Services (Uruguay) S.A.
WTC Free Zone
Dr. Luis Bonavita 1294, suite 1412
Montevideo CP11300
Uruguay

Tel: +598 2626 2423

Uruguay

Address 1

Team

Georges Archibald

Head of Americas

Tel: +1 212 521 5008

Eugenia Bilat Suchov

Operations Manager, Uruguay

Eugenia has over 15 years of experience in accounting within the financial services industry. Prior to joining Apex Uruguay in 2014 Eugenia worked for BAF Capital as Head of Operations, where she served for ten years in Trade Finance Funds. Eugenia holds an Accounting Degree from Universidad de la República de Uruguay and a Post-degree in Economics and Banking Management from the same University. Eugenia has also served as Director of hedge funds and investment management companies.

Jason Meklinsky

Head of Business Development, Americas

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Locations

Americas

Regional Teams

Local Offices

Bermuda, Hamilton

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Canada, Toronto

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Cayman Islands, Grand Cayman

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United States, Atlanta

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United States, Boston

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United States, Charlotte

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United States, Chicago

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United States, Costa Mesa

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United States, New Jersey

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United States, New York

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Portland, Maine

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United States of America, San Francisco

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Uruguay, Montevideo

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