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Conifer Securities

Conifer Securities


Last Updated : 4/22/2008 9:00:20 PM



Conifer Securities, LLC is a leading service provider that offers a broad range of customized, cost-effective solutions for today's investment managers. Whether you are a start-up manager or a seasoned group looking to grow, Conifer can provide you and your investors with a team of experts who will manage your middle and back office operations so you don't have to. Our Value Proposition is quite simple: Outsourcing your operational needs to Conifer will allow you to focus on what you do best – portfolio management.


Conifer's founding partners offer more than 70 years of industry expertise – their wisdom and experience become yours. Our comprehensive suite of middle- and back-office solutions include Global Fund Accounting and Administration, Trade Execution, Trade Operations, Compliance, Corporate Accounting, Facilities, IT and Business Services.


We invite you to contact us to learn more about the benefits of outsourcing these requirements to Conifer.



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Key Executives

Philip C. Stapleton
Chairman of The Board

Jack MacDonald
Chief Executive Officer (CEO), President

Jerry Markowitz
Senior Partner

Dick Del Bello
Senior Partner

David Brady
Vice President Execution Services

Mark Friesen
Chief Financial Officer (CFO), Vice President

John Guaspari
Vice President Trade Operations

Diana McDonough
Vice President Professional Services

Teri Petersen
Vice President Facilities


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767 Third Ave, 6th Floor
New York, NY 10017

Telephone: 800.521-2424


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