Experience you can Depend On

Innovative, full-service partner to the asset management industry

Siepe (Siè·pe, derived from the Italian word meaning “hedge”) is a public cloud managed services and data analytics provider designed specifically to address the technology needs of asset managers. We were built from the ground up by experienced industry practitioners, using modular technology and flexible, well-formed data solutions. So whether you use our services as stand-alone or quickly integrate them with third parties, you can trust us to seamlessly apply institutional and regulatory best practices across your business.

OUR MISSION

To empower our clients to evolve with confidence by delivering innovative solutions and serving as their trusted technology partner.

our core values

Siepe’s Unifying Core Values serve as a continuous guide and inspiration in all that we do.

Passion

Passion

We are driven and inspired to be better than yesterday.

Purpose

Purpose

We put our people, our clients, and our community above ourselves.

Equality

Equality

We are committed to a culture of inclusivity and empowerment.

Loyalty

Loyalty

We are more than a vendor; we are a partner.

Trust

Trust

We value relationships over revenue, people over profits, and results over process.

Transparency

Transparency

We choose visibility, honesty, and collective decision making.

Reliability

Reliability

We consistently strive for excellence.

Innovation

Innovation

We embrace challenges and drive change.

Flexibility

Flexibility

We are nimble, agile, and entrepreneurial.

Collaboration

Collaboration

We cultivate a team mindset in which we learn, create, and succeed together.

Meet the Team

Michael Pusateri

CEO, Founder & Board Chair

Chris Doty

Chief Financial Officer
Mark Schultis

Mark Schultis

President

Beatriz Fontanella

Chief People Officer

Don Nilsson

Chief Product Officer

Michael Pusateri, CEO, Founder & Board Chair

Michael founded Siepe in 2012 after spending 14+ years transforming IT organizations and implementing best practices in the hedge fund industry. He has amassed a solid understanding of portfolio management, operations, accounting and technology and has leveraged those skill sets to architect innovative and cost-effective solutions for complex projects such as security master, data warehouse, order management, execution management and partnership accounting systems. At Siepe, Michael has designed a leading, comprehensive front-to-back investment management platform and outsourced solutions offering utilized by top-tier financial institutions for their complex decision-making and workflow support.

Prior to starting Siepe, Michael served as CTO for Carlson Capital, CTO and co-COO for Highland Capital Management, and database and web development lead for HBK Investments in Dallas, TX. He has represented funds in over 200 investor presentations and operational due diligence meetings given his strong understanding of the business and technical background. Michael holds an engineering degree from the University of Tulsa.

Chris Doty, Chief Financial Officer

Chris has over 20 years of management, finance and accounting experience in a variety of industries. He is an accomplished finance professional with a strong record of driving strategies, initiatives, and processes that generate dynamic gains in financial performance and operational efficiencies. Prior to joining Siepe, Chris served as Vice President of Finance for CoreLogic, Inc., a $1.3 billion publicly traded provider of B2B data and analytics solutions. Chris was responsible for finance, strategic planning, budgeting, cash management and risk mitigation for a $600 million division.

Prior to CoreLogic, Chris was the Corporate Controller at Radiologix, Inc., a $250 million publicly traded healthcare provider. Chris managed the finance and accounting operations, with direct responsibility for SEC reporting, credit facilities, budgeting and Sarbanes Oxley compliance. Chris is a CPA and holds an accounting degree from the University of Tulsa.

Mark Schultis, President

Mark has over 25 years’ experience in the financial technology and services space, with nearly two decades focused directly in the credit and collateralized loan obligation (CLO) world. He is an experienced leader with a passion for inspiring employees and customers to share in a company’s vision.  Over his career, Mark has helped businesses grow, transform and innovate in rapidly changing and competitive markets, with a focus on developing and empowering his leaders and teams to deliver the highest quality customer experience.

Prior to joining Siepe, Mark was CEO of SE2 LLC (now Zinnia), where he led the company’s overall business strategy, and its client-focused approach to serving the life and annuity markets. Previously, Mark spent over 19 years at IHS Markit in various senior leadership roles, and most recently served as SVP and Partner leading Wall Street Office (WSO), an industry-leading software and services provider in the credit and CLO space. Earlier, he was CFO for J.P. Morgan FCS Corporation before its acquisition by Markit in 2008.

Mark holds a B.B.A. in Finance from The University of Texas at Austin, and has been a CFA charter holder since 2003.

Beatriz Fontanella, Chief People Officer

Beatriz Fontanella joined Siepe in 2025 as the company’s first Chief People Officer, bringing over 18 years of global experience shaping high-performing, people-first cultures across technology, financial services, and professional services. She has held senior leadership roles at Momentum LLC, Marqeta, and Gartner, where she partnered with executive teams to scale organizations, lead complex transformations, and design innovative talent strategies that drive both business performance and employee engagement.

Passionate about scaling with intention, Beatriz operates at the intersection of people and business—aligning culture, organizational design, and leadership development to enable sustainable growth. She is a strong advocate for leveraging AI and analytics to enhance human-centered people practices and is recognized for fostering inclusive, high-integrity workplaces that empower teams to thrive.

Originally from Brazil, Beatriz has lived and worked in four countries and brings a global lens to her leadership. Outside of work, she enjoys adventuring with her young daughter, Barbara, and believes that building connection—whether in business or in life—starts with moments that matter.

Daniel Williams

Vice President, Engineering

Shelly (Sterling) Torkelson

JILBERT EL-ZMETR

Managing Director, IT MSP

Charlie Templeton

PAUL LIVANOS

Vice President, Sales

ALI ISHTIAQ

Patrick Wiley

Vice President, Relationship Management

ALI ISHTIAQ

Phong Lam

Managing Director, EMEA

Shelly (Sterling) Torkelson

Shelly Torkelson

Director, SaaS Services

Charlie Templeton

Charlie Templeton

Director, Asset Administration

ALI ISHTIAQ

Teresa Lange Piersen

Director, Compliance

ALI ISHTIAQ

Javier Tapia

Director, Collateral Admin

Benny Nieves

Director, Product Management/ Implementations

Board of Directors

Michael Pusateri

CEO, Founder & Board Chair

Rob Tomicic

Board Member

Ann Kono

Board Member

Kevin Marcus

Board Member

Ryan Benevides

Board Member

Jim Maitland

Board Member

Founding Members Who Started the Siepe Journey

Michael Pusateri

CEO, Founder & Board Chair

Micheal Donaldson

Director, Client Delivery

Kevin Phelan

Director, Application Development

Robert Rutledge

Director, Client Delivery

Interested in Joining a Growing, Innovative Team?

Working at Siepe opens a world of possibilities, whether you are taking your next step in a well-established career or just getting started on your journey.

At Siepe, we are dedicated to making a difference for all of our clients – and we are proud of what we accomplish.

WHAT OUR EMPLOYEES SAY

“At Siepe, we’re rather quickly given the opportunity to influence many different projects and make an impact across the business. No two weeks are ever the same, and I very much enjoy working in this kind of fast-paced, highly collaborative environment.”  – Software Developer II

“Working at Siepe is awesome because of the level of trust everyone has in each other. It makes working on projects easier when you know everyone is self-motivated and will get done what they promise.”  – Sr. Software Developer II

“Everyone here is a smart, hard-working person that you can trust to get the job done and they are willing to help out with anything.”  – Director, Client Delivery

“The working environment provides an opportunity to be hands-on for all aspects of solution delivery and promotes an outlet to routinely provide value to clients leading to longer-term job satisfaction.”  – Consultant

“I like working for a company that values my input and encourages me to think of my own solutions to complex processes. I like working with clients and to be able to see the benefits and efficiencies that our solutions can have for their operations.”  – Sr. Manager, Client Delivery

“Siepe is a unique and dynamic environment where I can have a direct impact on our product. For me, being able to work with each of our clients makes each day different from the last.”  – Director, Client Delivery

“Unlike my colleagues that work at larger corporations, I see the direct impact of my work on the company’s success.”  – Sr. Manager, Client Delivery

“I feel heard and seen at Siepe, and that my opinions matter. Employees have a tremendous amount of input into business decisions that affect the company”  – Business Analyst

“Every day working at Siepe brings a new challenge or problem to solve, there is never a boring day. I enjoy working with people who care about producing quality work.”  – Data Analyst

“I like working at Siepe because it is a very collaborative environment and so many people here are willing to communicate with and help their coworkers. At a lot of companies there can be cliques and exclusion but, everyone gets along really well at the office and also socially at our company events and parties which is great.”  – Sr. UX Designer I