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
Purpose
Purpose
Equality
Equality
Loyalty
Loyalty
Trust
Trust
Transparency
Transparency
Reliability
Reliability
Innovation
Innovation
Flexibility
Flexibility
Collaboration
Collaboration
Our Team of Experts
Michael Pusateri
Chief Executive Officer
Chris Doty
Mark Schultis
President
Paul Livanos
Vice President, Sales
Michael Pusateri, Chief Executive Officer
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.
Paul Livanos, Vice President, Sales
Paul Livanos is the Vice President of Sales, responsible for building out and managing the sales and business development efforts across the Company’s managed services and software solution suite. Based in New York, Paul has over fifteen years’ experience across the structured finance and credit markets landscape.
Prior to joining Siepe, Paul was Managing Director and Head of North America Sales at Virtus from FIS, where he spearheaded the firm’s sales and business development efforts for its integrated front, middle and back office solutions for investment managers in the credit space. Prior to that, Paul spent nine years at BNY Mellon managing hedge fund, investment management, and private equity relationships for the bank’s structured finance business.
Paul holds a BA in Liberal Arts from Emory University, a Master’s in Music and Performing Arts from NYU and a MBA in Finance and Management from Baruch College.
OJ Agamah
IT Support Engineer I
Irdina Ariff
Junior Operations Analyst
Mattia Asciutto
IT Support Engineer II
Diego Avila
Cloud Solutions Engineer
Raquel Avila
Senior Loan Closer
Steven Beaney
SR. Software Developer I
Bryce Biase
Asset Analyst II
Jason Bickford
Operations Analyst
Pearce Blend
BUSINESS Analyst.
Paul Braswell
IT Support Engineer I
John Browne
Cloud Solutions Engineer
Darren Burke
Director, Cloud Architecture
Tyler Bush
Business Analyst, Compliance
Grace Choi
Business Analyst
Sharon Chew
Asset Analyst
Garrett Clampitt
Sr. Software Developer I
Damyanna Cooke
Client Service Relationship Manager
Benjamin Cooper
IT Support Engineer Lead
Conor Crosbie
Senior Analyst
Tyler Crumrine
Software Developer I
Raleigh Cruspero
Asset Analyst II
Yvonne Curry
Operations Analyst
Tyler Dailey
Sr. accountant
Jesus Davila
Asset Analyst II
Matt Donaldson
Director, Agency Services
Micheal Donaldson
Director, Client Delivery
Kristina Dunkle
Accounting Specialist
Jilbert El-Zmetr
Managing Director, MSP
Ricardo Fernando
IT Support Engineer I
Julian Fidelis
Loan Closer
Brendon Fong Se Hou
Junior Operations Analyst
Travis Forbes
IT Support Engineer
Trevor Fougere
Cloud Solutions Engineer
Cody Fuller
IT Relationship Manager
Kristi Gerstel
Relationship Manager
Stephen Gloria
Director, Middle Office
Ramon Gonzalez
Operations Analyst
Daisha Hale
Senior Loan Closer
Ariane Monique Haynes
Operations Analyst
Caitlin Hinojos
Talent Acquisition Specialist
Andrew Hosford
Technical Lead – Optimization
Ashley Hug
Sr. Business Analyst I
Mike Hughes
Data Analyst
Sam Hui
Sr. CLO Compliance Analyst
Briahna Hynes
Sr. Operations Analyst
Zoe Jacobs
Recruiter
TJ Jackson
Director,
Implementations
Sean Kelley
Product Manager, Optimization
Ryan Kelly
Data Analyst
Serge Ki
Sr. Compliance Analyst
Joyce Kim
Sr. Operations Analyst
Ryan Kozar
Operations Analyst
Jason Kramer
IT Sales Representative
Anoop Kumar
Investment Data Researcher
Jimmy Lam
IT Implementation Engineer
Phong Lam
Managing Director, EMEA
Teresa Lange Piersen
Director, Compliance
Kian Sean Lee
Asset Analyst
Ben LeValley
Sr. Software Developer I
Scott MacLaughlin
Product Manager, Front Office / Compliance
Mitchell Magalhaes
Sr. Asset Administrator
Jacynda Marbury
Sr. Compliance Analyst
Loren Marino
IT Support Engineer
Chondrea Matthews
Sr. Loan Settlements Closer
Maritza Mayora
Sr. Operations Analyst
Lauren McKeen
UX Designer II
Ashley Miller
Operations Analyst
Ravi Menon
Sr. Software Developer III
Mohammed Momin
Sr. Operations Analyst
Max Mosier
Software Developer I
Navid Nathani
Data Analyst
Alex Ngo
Data Analyst
John Ngo
Asset Analyst
Tay Nguyen
Sr. Business Analyst I
Benny Nieves
Director, Project Management and Implementations
Kevin Olifiers
Representative, Pre-Sales
Marcus Ong
Director, Malaysia Operations
Ruben Ortiz
Operations Analyst
Jean Michael Oyardo
Sr. Operations Analyst
Yash Patel
Operations Analyst
Jonah Pena
Software Developer I
Kevin Phelan
Director, Application Development
Ilya Pletinskiy
IT Relationship Manager
Lauri Pool
Relationship Manager, Loan Settlements
Tomeka Preston
Operations Analyst
Arielle Porter
Office Manager / Admin Assistant
Ross Price
IT Support Engineer I
Farahin Razef
Junior Operations Analyst
Brandon Rubell
IT Support Engineer I
Robert Rutledge
Director, Client Delivery
Ammar Saeed
Senior Operations Analyst
Ivan Salgado
Operations Analyst
Sabrina Schmidt
Relationship Manager, Client Services
Zainab Siddiqui
Sr. Operations Analyst
John Sol
Service Desk Manager
Tushar Solanki
Consultant
Akshay Sood
Software Technical Lead
Samantha Stevens
Asset Analyst
Gregory Sullivan
IT Support Engineer
Hassan Tabish
Sr. Operations Analyst
Javier Tapia
Director, Collateral Admin
Charlie Templeton
Director, Asset Administration
Amy Theriot
Director, Human Resources
Charity Thuku
Business Analyst I
Ryan Tierney
Sr. Business Analyst
Shelly Torkelson
Director, SaaS Services
Ethan Underwood
Product Manager, Front Office
Connor Van Nostrand
Director, Client Delivery
Nathan Warner
Loan Closer
Latrena Weatherspoon
Data Analyst
Allie White
Recruiter
Colton Wrzesinski
Business Analyst
Han Wei Wong
Junior Operations Analyst
John Yu
Client Service Relationship Manager
Dylan Yun
Data Analyst
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
