OVERVIEW
William provides fiduciary services to a wide range of investment funds including hedge funds, multi-manager funds, private equity funds, unit trusts and segregated portfolio companies, primarily focusing on serving as a director to private equity funds for clients in North America and Asia. William takes a commercial, value-add approach to fund governance and is highly responsive to the funds that he serves.
BACKGROUND
William previously worked for Veronis Suhler Stevenson, a middle-market private equity firm in New York, where as the Controller he focused on the day-to-day operations of several investment vehicles. Prior to that William was an Audit Senior Manager with Ernst & Young. William began his career with Coopers & Lybrand in Boston in 1997.
PROFESSIONAL ACTIVITIES
Certified Public Accountant.
Member of the American Institute of Certified Public Accountants.
Member of the New York State Society of Certified Public Accountants.
Member of the Cayman Islands Institute of Professional Accountants.
Member of the Cayman Islands Directors Association.
AIMA Member.
AREAS OF EXPERTISE
EDUCATION
Northeastern University, Boston, Massachusetts - Bachelor of Science, Accounting and Finance, 1997 (Magna Cum Laude)
GET IN TOUCH
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KNOWLEDGE
- Conflict Advisory Review Services – Best Practice to Mitigate Risk 26 July 2023
- The Regulatory 15/15: November 2021 13 November 2021
- Advancing Fund Governance for Closed-Ended Structures 04 February 2021
- SEC Action Reaffirms Focus on Affiliated Transactions 06 May 2019
NEWS & DEALS
- Maples Group Advises Pantarei Asset Management Limited on Hong Kong Fund Launches 27 June 2024
- Maples Group Advises Drake & Scull International PJSC on Landmark Sukuk SPV Issuance 25 June 2024
- Maples Group Pledges US$ 70k to Support Inclusive Education in the BVI 19 June 2024
- Maples Group Advises on US$500 Million Fund Formation by Japan-focused Private Equity Firm 17 June 2024
- Maples Group Advises Screaming Eagle on US$4.6 Billion Combination with Lionsgate's Studio Business 14 June 2024