Executive Team

Andrew Springer, CFA
Founding Partner & CEO

Andrew has 15+ years of extensive experience managing the operations of diverse firms. He has worked on a consulting basis for managers of alternative funds to provide fund administration, investor relations, marketing, operations, accounting and compliance solutions since January 2005, the inception of Resolve Inc. Andrew launched HedgePort in 2009 to add an investment advisor platform to its services offering anticipating increasing demand for infrastructure. Andrew and his team managed the fast-moving fund operations of Lahde Capital Management, which successfully predicted the sub-prime debacle and financial crisis that followed. He also managed all aspects of the hedge fund operations, including accounting and compliance, for SEC-registered investment advisor Dalton Investments LLC from 2001 through 2004. Prior to Dalton, Andrew was responsible for the operations of Pindler & Pindler, Inc and for a Registered Representative at Spelman & Co., Inc. for two years each. Andrew holds a Master’s degree in International Management from the American Graduate School of International Management (Thunderbird) and a Bachelor’s degree in Environmental Chemistry from the University of California, San Diego. He holds the Chartered Financial Analyst (CFA) designation.

 

Paul Gustus
Managing Partner & COO

Paul 20+ years of C-suite experience in the alternatives space at hedge and private equity funds, both as a consultant and as an employee. Paul’s operational experience ranges from funds with AUMs of $10 million to multi billion dollar funds, spanning many strategies. Paul began his career at Paine Webber before moving to the buy-side, where he served as COO of hedge fund start-up Brown Simpson, managing operations from $0 AUM to $500 AUM, and CAO of Crestview Partners, a multi-billion dollar private equity fund start-up to name a few. Paul also served as a Director at industry stalwart, Sala Associates. Paul serves as the COO at HedgePort, handles client relations and heads up HedgePort’s New York operations. Paul’s specialty is in assisting start-up funds build sustainable and scalable operational infrastructures, and emerging funds work through temporary operational deficiencies. Paul holds a Bachelor of Science degree in Business Administration from Ramapo College.

 

Trevor Cohen
CFO

Trevor Cohen works in the HedgePort team’s New York office and has held executive level positions in the hedge fund alternatives business since 2004. Trevor co-founded and led all company operations from inception to $450 million of assets for Springbok Capital Management, a long/short equity hedge fund. Trevor then teamed with Sycamore Lane Partners to launch a second hedge fund with institutional backing from a $10 billion seed partner. Trevor served in both CFO and COO roles where he was responsible for all company operations – including accounting, finance, legal, marketing, investor relations and business development. Trevor brings over 20 years of broad and deep experience in business and the investment industry, including corporate finance investment banking and big firm public accounting. Trevor received an MBA from the Kellogg Graduate School of Management of Northwestern University, graduated magna cum laude with a B.S. in Accounting from the University of Colorado, and is a licensed CPA.

 

Helen Webb
CFO, CCO & Director of Operations Due Diligence

Helen E. Webb, A.C.A. joined HedgePort as Chief Financial Officer in January 2017. Ms. Webb was previously Chief Operating Officer and Board Director for Post Advisory Group, LLC. Prior to Post, Ms Webb spent 12 years at Wilshire Associates, one of the world’s leading investment advisory firms, where she was Managing Director, Principal, and Head of Operations and Risk Management of the Funds Management Division. During her tenure at Wilshire, Ms Webb was also Vice President and Chief Compliance Officer of Wilshire’s ’40 act funds. Ms. Webb started her career on the buy side of asset management in various roles at First Quadrant in both the UK and the US including Chief Compliance Officer and Head of Portfolio accounting of the London office, followed by Associate Director of Performance Measurement and Special Projects in Pasadena. Ms Webb is an Associate of the Institute of Chartered Accountants in England and Wales. Ms. Webb received a bachelor’s degree with honors in accounting from the University of Kent at Canterbury, in the UK.

 

Joe Sutton
CTO

Prior to working with HedgePort, Joe was the CTO at Pershing Square Capital Management for 10 years. Joe has over 25 years of industry experience building and maintaining technology systems for the finance community. Joe’s focus has been on all aspects of technology, including, but not limited to, designing high performance computing systems, assessing existing client infrastructure, utilizing best practice methods, and developing business continuity plans. Skilled at minimizing organizational risks, Joe is experienced with managing programs for cybersecurity, information security, audit and compliance with diverse requirements. Prior to joining Pershing Square Capital Management, Joe was the Technology Director at GlobeOP Financial Services, and VP of ASP Technology Operation at Citco Fund Services, and has held IT management positions at AIG, JP Morgan, and Reuters.

 

Jon Wieman, CFA
General Counsel and Chief Compliance Officer

Jon has been involved in counseling the investment industry on legal and compliance issues for over 15 years. Jon joins HedgePort after more than a dozen years as an attorney-adviser and supervisory attorney-adviser in the U.S. Securities and Exchange Commission’s investment adviser and broker-dealer examination programs. During his tenure at the Commission, Jon was an active member of the Private Funds Working Group which helped provide legal advice to various examination teams and Commissioner requested projects. Prior to joining the Commission, Jon’s legal practice involved counseling clients, including large financial institutions regulated by various agencies, on legal and compliance issues. In addition, Jon defended broker-dealers and investment advisers against both civil lawsuits and enforcement actions brought by the Commission and various self-regulatory organizations. Mr. Wieman started his legal career as a corporate associate with Brobeck, Phelger & Harrison, LLP, and also spent time as in-house counsel of a large private company. Mr. Wieman graduated from the University of Minnesota Carlson School of Management’s undergraduate program with a Bachelor of Science degree in Finance. He received his law degree from the UCLA School of Law, where he participated in the school’s corporate law program, and his Executive LL.M. in Securities and Financial Regulation from the Georgetown University Law Center. Mr. Wieman is a Chartered Financial Analyst charter holder, a member of the California State Bar, a former USA Swimming National record holder, and a three-time Ironman triathlete.

 

Edward Vickery
CMO

Edward is a British citizen, educated in both the UK at the University of Sheffield and in Italy at the University of Bologna before beginning a career with Alternative Investments in London with Incisive Media. Following a move to Southern California in 2009, he has been successfully uncovering and researching hedge fund and emerging markets strategies for which he has successfully raised several hundred million dollars’ worth of assets. Mr. Vickery has lived in eight countries. He speaks Italian and French fluently and is conversational in Spanish and Russian. Mr. Vickery’s academic background and personal interest in current affairs, politics and economics is the driving force behind his work as Senior Investment Advisor at Milltrust International. Ed is FINRA Series 65, Series 63, Series 7 and Series 3 licensed and is affiliated with Silver Leaf Securities LLC.