Founded in 2020, Windstream Partners offers customized advisory, co-sourced, and out-sourced solutions for emerging and mid-sized investment managers focusing on CFO, COO, core operations, and treasury functions, covering both alternative and traditional strategies. Additionally, through our relationships, we can partner with CCO and/or Legal firms if needed.

We have over 50 years of building and running world-class operations teams and functions while working at some of the largest and most sophisticated global asset management firms. In addition, we have experience with partnerships, mutual funds, UCITS structures,  and institutional separately managed accounts.

Our mission is to provide our clients with a high-touch, institutional-grade platform while offering customization and flexibility that allows their business to grow, emphasizing emerging technologies, people, and scale.

Consulting

Investment Management

Professional Services

Windstream Partners

Joe Trentacosta

Carsten Jerrild

Anthony Gudrupis

This department provides strategic direction and oversight for the organization.

Leadership Collective

This department manages financial records and reporting for investment funds.

Fund Accounting

This department manages and optimizes portfolio-related processes and technical operations.

Portfolio Operations

This department sets the strategic direction and overall vision for the organization.

Executive Leadership

This department focuses on collecting, processing, and interpreting data to provide insights and support decision-making.

Analysis Department

This department oversees financial operations and ensures adherence to regulatory standards.

Windstream Partners

Org chart

Teams

Leadership Collective

Fund Accounting

Portfolio Operations

Executive Leadership

Analysis Department

Finance and Compliance

Offices

Windstream Partners

Org chart

Teams

Leadership Collective

Fund Accounting

Portfolio Operations

Executive Leadership

Analysis Department

Finance and Compliance

Offices

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