HubSpot Video


*Click HERE to view on Capital Fund Law Group's YouTube Channel


David has 20 years’ experience in the Financial Services sector having held multiple roles in Accounting, Operations, Relationship Management and Business Development. He has worked for a number of large institutions including Neuberger Berman, Morgan Stanley, UBS, JP Morgan and most recently at Wintrust.


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:


Nick is Vice President of Business Development U.S. subsidiary of Circle Partners.  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 U.S. business development 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. 

Circle Partners is a leading independent fund administrator established in the year 2000, Circle Partners provides a comprehensive range of administration and corporate services to hedge funds, fund of funds, real estate funds, private equity funds and crypto currency funds.  With offices located in 8 Countries, a staff of 100+, and over $10bn in assets under administration it offers a boutique approach, combining local presence and a global reach.


To reach Nick:


Jennifer Hicks | client development director | capital fund law group

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.