Banking & Administration
PROTECTING YOUR FUND AND INVESTORS
Working for the Funds Group in New York, David and his team focus on providing premier banking services to the alternative investment community. He holds a BBA in Accounting and an MBA in Finance.
To reach David: dmadden@wintrust.com
(Formerly known as Circle Partners)
Nick is Vice President of Business Development The America’s for Bolder. He brings 25+ years of industry experience within the traditional and alternative financial markets with an emphasis on Hedge Funds, Private Equity, Crypto Currency, Emerging Managers, Family Offices, and Technology Platforms. Nick is responsible for the overall planning and execution of The America’s business strategies.
Throughout his career Nick has established strong long term personal and professional relationships which span the global financial markets including Brokerage Firms, Banking Institutions, Audit and Tax Firms, and Advisory and Legal Firms.
Prior to joining Bolders’ legal predecessor Circle Partners, Nick was Head of Client Relations, North America / Chief Operating Officer for a publically traded fund administrator.
To reach Nick: nick.neri@boldergroup.com
Jennifer Hicks, Director of Client Development at Capital Fund Law Group, joined the firm in the early part of 2018 and has quickly become an integral team member. She liaises with the in-house attorneys, assists prospective and current clients with their fund planning and formation process and provides guidance to emerging managers on non-legal fund-related matters. Furthermore, Ms. Hicks organizes the firm's investment fund events and is the point of contact for our Managing Partner, John Lore.