In his capacity as Director of Legal, Jesse is responsible for advising ZEDRA personnel and management on legal, compliance and risk related issues affecting fund accounting, investor relations, compliance, anti-money laundering, investor due diligence and adherence to internal policies and procedures.
Jesse works closely with fund clients from the onboarding stage through the lifetime the fund; from reviewing and providing guidance on formation documents, private placement memorandum, subscription agreements, anti-money laundering and know your client requirements, corporate resolutions, to directly assisting investors with respect to their investment in a fund client.
Jesse acts as a continuous point of contact for any legal and corporate governance related matters impacting ZEDRA and its fund clients.
Jesse has worked as in-house counsel in the fund services industry for over 10 years. After graduating law school, he joined Citco Fund Services from 2012 to 2018 where he became Vice President of Legal for the Americas. Thereafter, he joined Atlas Fund Services from 2018 to 2022 to act as its General Counsel. Jesse has now joined ZEDRA Fund Services as its Director of Legal.
Jesse earned his Bachelor of Science in Public Management and Public Affairs from Indiana University where he received the Indiana University Faculty Academic Scholarship Award.
After graduating from university, Jesse studied law at New York Law School where he received his Juris Doctor degree.
Jesse is admitted to practice law in in the State of New York.
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