PE Tech Report

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Siepe

Address:

5440 Harvest Hill Road
Suite 100
Dallas, TX 75230
United States

Website:

Contact:

 214-393-9651

Siepe is a leading provider of innovative, high-quality and cost-effective financial data and IT solutions for complex decision making and workflow management. Through its intuitive managed platform, firms are able to integrate institutional best practices across technology, services and operational processes. Siepe’s cloud-based solutions suite offers flexible front, middle and back-office components that can stand alone or integrate with other systems. Siepe’s seasoned experts ensure agile and seamless end-to-end implementation and offer continuous support and guidance. Siepe has demonstrated success across the investment management industry, assisting emerging managers to more complex, mature hedge funds in reducing operational risks, enhancing workflow processes and driving competitive advantages.

2020-06-08

Michael Pusateri

CEO

Michael Pusateri launched Siepe in 2012 after spending 14+ years in the hedge fund sector and observing first-hand the technology struggles that buy-side firms were facing with managing their data workflows and infrastructure capabilities. As a technology visionary with deep expertise in portfolio management, operations, accounting and technology, Michael created Siepe with the goal of offering public cloud managed services and data analytics designed specifically to address the hurdles that these firms were facing. Before launching Siepe, Michael served as CTO for Carlson Capital, CTO and co-COO for Highland Capital Management, and database and web development lead for HBK Investments in Dallas, TX.

He has represented funds in over 200 investor presentations and operational due diligence meetings given his strong understanding of the business and technical background. Michael holds an engineering degree from the University of Tulsa.

[email protected]

Chris

Chris Doty

CFO

Chris Doty is Chief Financial Officer of Siepe. Chris has over 20 years of management, finance and accounting experience in a variety of industries. He is an accomplished finance professional with a strong record of driving strategies, initiatives, and processes that generate dynamic gains in financial performance and operational efficiencies. Prior to joining Siepe, Chris served as Vice President of Finance for CoreLogic, Inc., a $1.3 billion publicly traded provider of B2B data and analytics solutions. Chris was responsible for finance, strategic planning, budgeting, cash management and risk mitigation for a $600 million division.

Prior to CoreLogic, Chris was the Corporate Controller at Radiologix, Inc., a $250 million publicly traded healthcare provider. Chris managed the finance and accounting operations, with direct responsibility for SEC reporting, credit facilities, budgeting and Sarbanes Oxley compliance. Chris is a CPA and holds an accounting degree from the University of Tulsa.

[email protected]

Brian

Brian Shearer

CPO

Brian Shearer is Chief Product Officer of Siepe. Brian has over 32 years of experience with financial technology. Prior to joining Siepe, he spent 17 years at Maverick Capital, where he was Chief Information Officer. He played a key role in transforming the Company’s overall IT strategy and building the internal technology team. Before that, he was Chief Product Officer at Wealthmetrics, a financial services startup, and held product Director positions at SS&C Technologies and Shepro Braun Systems, where he was responsible for the Total Return portfolio accounting system.

[email protected]

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