Agile Fund Solutions expands team in Southern California as industry specialists join their hedge fund CFO business.

(HedgeCo.Net) “Southern California presents a major opportunity for Agile. Greg is a veteran player in the SoCal market and has overseen hedge funds and family offices across all size scales,” said Vincent Calcagno, CEO. “Coupled with Andi’s experience serving hedge funds, private equity and venture capital funds while at Rothstein Kass it gives Agile the ability to deliver on our mission of enabling managers to scale their business by having them focus on the portfolio while we focus on everything else.”

“I’m thrilled to be joining the Agile team. Agile’s “best-in-class” outsourcing model allows portfolio managers to utilize us for the aspects of their business we’re best at, allowing them to focus on making money for their investors, which is what they are best at,” said Greg Gleeson, adding “For many strategies and firms outsourcing is the future. This is evident from Agile’s rapid growth and I’m thankful that I have the ability to be a part of the evolution Agile is leading for our industry.”

“As Greg alluded to, the hedge fund managers I’m working with are really excited about Agile’s forward-thinking approach towards the traditional finance, operations and compliance functions,” said Andrea Schweikert, further adding “I couldn’t be happier to be able to be a part of this dynamic team that operates in such a supportive family culture.”

Agile’s outsourced model helps clients aim higher and reach the next level of their business, supporting firms moving through the range of AUM milestones, from $10mm to $50mm, $50mm to $100mm, $100mm to $250mm and beyond. Our fully customizable solutions deliver efficient operational infrastructures—normally the full-time responsibility of a CFO/COO/CCO—almost instantaneously, and for a smaller commitment of capital. Agile’s flexible operating paradigm allows our clients to choose the services that are appropriate for their businesses, and we can reduce or expand those services as their businesses grow.

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