Phoenix American
Courtney Chester is a skilled accounting professional with extensive experience in fund and property accounting. Currently serving as a Fund Accountant at Phoenix American since October 2022, Courtney is responsible for preparing journal entries and reconciliations for general ledger close while ensuring a comprehensive understanding of financial statements. Previously, Courtney worked at BNY Mellon as a Fund Accountant, where responsibilities included monthly journal entries and reconciliations. Before that, a role as a Property Accountant at Cushman & Wakefield involved trend analysis of profit and loss statements and managing multiple general ledgers for various properties. Courtney’s career began at Forum Energy Technologies as a Staff Accountant, focusing on general ledger accuracy and expense variance analysis. Courtney holds an MBA in Financial Valuation and Investment Management from Lynn University and a Bachelor of Science in Business Administration and Management from Seminole State College of Florida.
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Phoenix American
Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services - all specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds. Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category. Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.